Conning Inc. cut its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 12.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 279,007 shares of the company’s stock after selling 40,633 shares during the period. RTX comprises about 1.3% of Conning Inc.’s holdings, making the […]

Conning Inc. lifted its stake in shares of BlackRock (NYSE:BLK – Free Report) by 1.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 37,436 shares of the asset manager’s stock after purchasing an additional 696 shares during the quarter. Conning Inc.’s holdings in […]

44 Wealth Management LLC reduced its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 0.7% in the 1st quarter, Holdings Channel.com reports. The fund owned 36,630 shares of the company’s stock after selling 248 shares during the period. Citigroup makes up approximately 1.0% of 44 Wealth Management LLC’s portfolio, making the stock […]

North Capital Inc. acquired a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) during the 1st quarter, Holdings Channel reports. The fund acquired 481 shares of the utilities provider’s stock, valued at approximately $48,000. Several other large investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake in […]

Chubb Limited (NYSE:CB – Get Free Report) insider John J. Lupica sold 5,513 shares of the firm’s stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $290.06, for a total value of $1,599,100.78. Following the transaction, the insider owned 91,180 shares in the company, valued at approximately […]

SMART Wealth LLC lessened its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,702 shares of the company’s stock after selling 106 shares during the quarter. SMART Wealth LLC’s holdings in PepsiCo were worth […]

Calamos Advisors LLC cut its holdings in ConocoPhillips (NYSE:COP – Free Report) by 0.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 246,857 shares of the energy producer’s stock after selling 995 shares during the period. Calamos Advisors LLC’s holdings in ConocoPhillips were worth $25,925,000 as of its most recent filing with […]

Aviance Capital Partners LLC decreased its position in shares of BlackRock (NYSE:BLK – Free Report) by 8.0% during the first quarter, Holdings Channel.com reports. The firm owned 8,219 shares of the asset manager’s stock after selling 715 shares during the period. BlackRock comprises 1.1% of Aviance Capital Partners LLC’s investment portfolio, making the stock its […]

Private Trust Co. NA increased its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 15.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,505 shares of the utilities provider’s stock after purchasing an additional 1,444 shares during the period. […]

Calamos Advisors LLC boosted its holdings in Citigroup Inc. (NYSE:C – Free Report) by 0.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 525,728 shares of the company’s stock after buying an additional 4,013 shares during the period. Calamos Advisors LLC’s holdings in Citigroup were worth $37,321,000 as of its most recent SEC filing. […]

Catalyst Capital Advisors LLC trimmed its holdings in shares of Ventas, Inc. (NYSE:VTR – Free Report) by 6.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 30,603 shares of the real estate investment trust’s stock after selling 2,235 shares during the period. Catalyst Capital Advisors LLC’s holdings […]

Mather Group LLC. raised its position in Welltower Inc. (NYSE:WELL – Free Report) by 11.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,296 shares of the real estate investment trust’s stock after buying an additional 243 shares during the […]

Meritage Portfolio Management trimmed its holdings in shares of Cummins Inc. (NYSE:CMI – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,095 shares of the company’s stock after selling 300 shares during the period. Meritage Portfolio […]

GF Fund Management CO. LTD. grew its position in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 1.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,194 shares of the company’s stock after buying an additional 1,827 shares during the quarter. GF […]

GF Fund Management CO. LTD. reduced its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 3.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 109,388 shares of the oil and gas company’s stock after selling 4,334 shares […]

Fisher Funds Management LTD decreased its stake in MSCI Inc (NYSE:MSCI – Free Report) by 6.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 129,461 shares of the technology company’s stock after selling 8,480 shares during the quarter. MSCI comprises 1.8% of Fisher […]

North Capital Inc. purchased a new position in shares of CSX Corporation (NASDAQ:CSX – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,353 shares of the transportation company’s stock, valued at approximately $69,000. Several other hedge […]

Davidson Trust Co. grew its position in Chevron Corporation (NYSE:CVX – Free Report) by 0.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 26,160 shares of the oil and gas company’s stock after buying an additional 131 shares during the period. Chevron makes up about 2.1% of […]

44 Wealth Management LLC lowered its position in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 3.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,913 shares of the insurance provider’s stock after selling 522 shares during the quarter. Allstate […]

Kintegral Advisory LLC lessened its position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 32.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,511 shares of the company’s stock after selling 2,211 shares during the period. Kintegral Advisory […]

Kintegral Advisory LLC lowered its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 32.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 5,865 shares of the company’s stock after selling 2,876 shares during the period. Kintegral Advisory LLC’s holdings in Cummins were worth $1,838,000 at the end of the most recent quarter. […]

Moody Aldrich Partners LLC decreased its position in shares of Cactus, Inc. (NYSE:WHD – Free Report) by 38.8% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 73,758 shares of the company’s stock after selling 46,796 shares during the quarter. Moody Aldrich Partners LLC’s […]

GF Fund Management CO. LTD. boosted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,988 shares of the Internet television network’s stock after buying an additional 2,975 shares during the quarter. […]

Catalyst Capital Advisors LLC reduced its holdings in shares of Bunge Global SA (NYSE:BG – Free Report) by 0.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 23,220 shares of the basic materials company’s stock after selling 139 shares during the quarter. Catalyst Capital Advisors LLC’s holdings in Bunge Global were worth $1,774,000 as […]

Cohen Investment Advisors LLC grew its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 3.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,002 shares of the company’s stock after purchasing an additional 310 shares during the period. Cohen Investment Advisors LLC’s […]

Catalyst Capital Advisors LLC decreased its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 5.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,166 shares of the company’s stock after selling 198 shares during the period. Catalyst Capital Advisors LLC’s […]

Avantax Planning Partners Inc. lowered its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.5% in the first quarter, Holdings Channel.com reports. The fund owned 57,019 shares of the company’s stock after selling 3,305 shares during the quarter. Avantax Planning Partners Inc.’s holdings in AbbVie were worth $11,947,000 at the end of […]

Joby Aviation, Inc. (NYSE:JOBY – Get Free Report) insider Bonny W. Simi sold 8,272 shares of the business’s stock in a transaction dated Wednesday, July 2nd. The shares were sold at an average price of $9.82, for a total transaction of $81,231.04. Following the transaction, the insider owned 211,397 shares in the company, valued at […]

North Capital Inc. acquired a new position in Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) in the 1st quarter, Holdings Channel reports. The firm acquired 951 shares of the energy company’s stock, valued at approximately $70,000. Several other hedge funds also recently added to or reduced their stakes in the business. First Wilshire Securities […]

Meritage Portfolio Management decreased its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 90.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,918 shares of the CRM provider’s stock after selling 18,691 shares during the quarter. Meritage Portfolio Management’s holdings […]

IFM Investors Pty Ltd grew its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 2.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 264,368 shares of the real estate investment trust’s stock after acquiring an additional 6,604 […]

Keybank National Association OH cut its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 780,311 shares of the information services provider’s stock after selling 12,790 shares during the period. […]

Lodestone Wealth Management LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 20,885 shares of the information services provider’s stock after buying an additional 132 shares during the period. Alphabet accounts for approximately 1.7% of […]

Royal Harbor Partners LLC raised its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 3.8% during the first quarter, Holdings Channel.com reports. The fund owned 3,394 shares of the enterprise software provider’s stock after purchasing an additional 125 shares during the period. Royal Harbor Partners LLC’s holdings in Oracle were worth $475,000 at the […]

Catalyst Capital Advisors LLC increased its position in ONEOK, Inc. (NYSE:OKE – Free Report) by 144.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 367,433 shares of the utilities provider’s stock after acquiring an additional 217,001 shares during the quarter. ONEOK comprises […]

Davidson Trust Co. lifted its stake in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) by 92.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,925 shares of the railroad operator’s stock after purchasing an additional 925 shares during […]

Calamos Wealth Management LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 57.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 110,065 shares of the company’s stock after acquiring an additional 40,342 shares during […]

Conning Inc. increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 0.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,054 shares of the manufacturing equipment provider’s stock after purchasing an additional 264 shares during the period. Conning […]

Aviance Capital Partners LLC increased its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 5.9% in the first quarter, Holdings Channel reports. The institutional investor owned 32,656 shares of the company’s stock after buying an additional 1,822 shares during the period. Zoetis comprises 0.8% of Aviance Capital Partners LLC’s portfolio, making the […]

GF Fund Management CO. LTD. grew its holdings in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 2.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,099 shares of the utilities provider’s stock after buying an additional 1,502 shares during the […]

Hartline Investment Corp lessened its stake in First Solar, Inc. (NASDAQ:FSLR – Free Report) by 14.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,637 shares of the solar cell manufacturer’s stock after selling 275 shares during the quarter. Hartline […]

Private Trust Co. NA decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.2% during the 1st quarter, Holdings Channel reports. The firm owned 7,563 shares of the home improvement retailer’s stock after selling 95 shares during the period. Private Trust Co. NA’s holdings in Lowe’s Companies were worth $1,764,000 at the […]

44 Wealth Management LLC increased its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,286 shares of the company’s stock after purchasing an additional 1,304 shares during the quarter. […]

Goelzer Investment Management Inc. acquired a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 1,764 shares of the financial services provider’s stock, valued at approximately $206,000. Other large investors have also recently added to […]

Sterling Financial Planning Inc. raised its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,282 shares of the company’s stock after acquiring an additional 101 shares during the […]

Mutual Advisors LLC decreased its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,502 shares of the exchange traded fund’s stock after selling 1,049 shares during the quarter. Mutual […]

Catalyst Capital Advisors LLC boosted its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 34.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 28,000 shares of the natural resource company’s stock after acquiring an additional 7,100 shares during the period. Catalyst Capital Advisors LLC’s holdings in Freeport-McMoRan were worth $1,060,000 as […]

Onyx Bridge Wealth Group LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 12.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,539 shares of the network equipment provider’s stock after acquiring an additional 1,092 shares during […]

Rosenberg Matthew Hamilton lifted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 88.1% during the first quarter, HoldingsChannel.com reports. The fund owned 333 shares of the CRM provider’s stock after purchasing an additional 156 shares during the period. Rosenberg Matthew Hamilton’s holdings in Salesforce were worth $89,000 at the end of the most […]

WCM Investment Management LLC lessened its holdings in Ingredion Incorporated (NYSE:INGR – Free Report) by 8.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,671 shares of the company’s stock after selling 339 shares during the period. WCM Investment Management LLC’s holdings […]