Sandy Spring Bank decreased its position in Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 4.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,047 shares of the pipeline company’s stock after selling 1,204 shares during the quarter. Sandy Spring Bank’s […]

Whittier Trust Co. boosted its stake in Novartis AG (NYSE:NVS – Free Report) by 10.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 52,678 shares of the company’s stock after purchasing an additional 5,073 shares during the period. Whittier Trust Co.’s holdings in Novartis were worth $5,126,000 as of its most recent filing with […]

Ballast Advisors LLC lessened its holdings in Medtronic plc (NYSE:MDT – Free Report) by 4.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,203 shares of the medical technology company’s stock after selling 258 shares during the period. Ballast Advisors LLC’s holdings in Medtronic were worth […]

Sandy Spring Bank reduced its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 1.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 18,639 shares of the basic materials company’s stock after selling 312 shares during the quarter. Sandy Spring Bank’s holdings in DuPont de Nemours were worth $1,421,000 […]

Mindset Wealth Management LLC cut its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 23.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 14,160 shares of the chip maker’s stock after selling 4,250 shares during the period. Mindset Wealth Management LLC’s holdings in Intel were worth $284,000 at the end of […]

Envestnet Portfolio Solutions Inc. raised its holdings in PPL Co. (NYSE:PPL – Free Report) by 7.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 73,819 shares of the utilities provider’s stock after purchasing an additional 5,410 shares during the quarter. Envestnet Portfolio […]

MRP Capital Investments LLC boosted its holdings in shares of The Kroger Co. (NYSE:KR – Free Report) by 24.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 900 shares of the company’s stock after buying an additional 175 shares […]

Douglass Winthrop Advisors LLC boosted its stake in Chevron Co. (NYSE:CVX – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,540 shares of the oil and gas company’s stock after purchasing an additional 628 shares […]

Truepoint Inc. grew its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,339 shares of the healthcare product maker’s stock after buying an additional 170 shares during the […]

iA Global Asset Management Inc. increased its stake in EMCOR Group, Inc. (NYSE:EME – Free Report) by 1,090.3% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 12,010 shares of the construction company’s stock after buying an additional 11,001 shares during the quarter. iA Global Asset Management Inc.’s […]

Harvest Fund Management Co. Ltd lifted its holdings in Nio Inc – (NYSE:NIO – Free Report) by 26.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 120,421 shares of the company’s stock after purchasing an additional 25,000 shares during the period. Harvest […]

Mindset Wealth Management LLC increased its stake in shares of CSX Co. (NASDAQ:CSX – Free Report) by 135.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 13,912 shares of the transportation company’s stock after buying an additional 8,000 shares during the quarter. Mindset Wealth Management LLC’s holdings in CSX were worth $449,000 as of […]

Whittier Trust Co. of Nevada Inc. raised its stake in Fortive Co. (NYSE:FTV – Free Report) by 6.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 147,381 shares of the technology company’s stock after acquiring an additional 8,456 shares during the period. Whittier […]

Holderness Investments Co. lessened its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,044 shares of the utilities provider’s stock after selling 313 shares during the period. Holderness Investments […]

Holderness Investments Co. boosted its stake in American Express (NYSE:AXP – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,750 shares of the payment services company’s stock after buying an additional 40 shares during the period. Holderness […]

Whittier Trust Co. grew its position in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 4.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 26,274 shares of the apparel retailer’s stock after buying an additional 1,045 shares during the period. Whittier Trust Co.’s holdings in Lululemon Athletica […]

iA Global Asset Management Inc. boosted its holdings in ANSYS, Inc. (NASDAQ:ANSS – Free Report) by 5.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,425 shares of the software maker’s stock after acquiring an additional 517 shares during the period. iA […]

Whittier Trust Co. reduced its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 9.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 53,156 shares of the company’s stock after selling 5,270 shares during the quarter. Whittier Trust Co.’s holdings in […]

Whittier Trust Co. of Nevada Inc. grew its holdings in Danaher Co. (NYSE:DHR – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 62,281 shares of the conglomerate’s stock after purchasing an additional 2,397 shares during […]

Boston Partners trimmed its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 9.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 150,710 shares of the financial services provider’s stock after selling 14,957 shares during the quarter. Boston Partners’ holdings in Jefferies Financial Group were worth $11,814,000 at […]

iA Global Asset Management Inc. boosted its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 38,512 shares of the energy exploration company’s stock after purchasing an additional 1,314 shares during the […]

Monetta Financial Services Inc. acquired a new stake in Reddit, Inc. (NYSE:RDDT – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 4,700 shares of the company’s stock, valued at approximately $768,000. Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Plato Investment […]

Whittier Trust Co. trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 191,394 shares of the network equipment provider’s stock after selling 3,024 shares during the quarter. Whittier Trust Co.’s […]

Adams Diversified Equity Fund Inc. trimmed its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 5.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 322,100 shares of the natural resource company’s stock after selling 17,300 shares during the […]

Teacher Retirement System of Texas lifted its position in shares of Raymond James (NYSE:RJF – Free Report) by 630.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 206,545 shares of the financial services provider’s stock after buying an additional 178,259 shares during the […]

AllSquare Wealth Management LLC cut its stake in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 41.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 700 shares of the pipeline company’s stock after selling 500 shares during the quarter. AllSquare Wealth […]

Royal London Asset Management Ltd. grew its position in shares of AppLovin Co. (NASDAQ:APP – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 110,065 shares of the company’s stock after buying an additional 10,089 shares during […]

Vinva Investment Management Ltd raised its stake in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 128.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,303 shares of the utilities provider’s stock after purchasing an additional 10,290 shares during the period. […]

Palogic Value Management L.P. lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 100.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,500 shares of the network technology company’s stock after purchasing an additional 2,250 shares during the quarter. Palogic […]

TD Private Client Wealth LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 40,388 shares of the company’s stock after purchasing an additional 2,721 shares during the quarter. TD Private Client […]

Ciovacco Capital Management LLC lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,469 shares of the exchange traded fund’s stock after selling 444 shares during the period. SPDR Gold […]

Whittier Trust Co. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.3% during the 4th quarter, HoldingsChannel reports. The fund owned 67,012 shares of the company’s stock after selling 229 shares during the period. Whittier Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,493,000 […]

Whittier Trust Co. of Nevada Inc. lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 19.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 100,830 shares of the company’s stock after selling 25,089 shares during the quarter. Whittier Trust Co. of Nevada Inc.’s holdings in PepsiCo were worth […]

SigFig Wealth Management LLC lifted its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,760 shares of the exchange traded fund’s stock after purchasing an […]

Kiker Wealth Management LLC purchased a new position in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,488 shares of the software maker’s stock, valued at approximately $721,000. A number of other hedge funds also recently bought […]

TD Private Client Wealth LLC raised its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 461,753 shares of the exchange traded fund’s stock after acquiring an additional […]

Independent Solutions Wealth Management LLC reduced its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,553 shares of the credit services provider’s stock after selling 146 shares […]

TD Private Client Wealth LLC grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 128,392 shares of the company’s stock after acquiring an additional 3,323 shares during the period. TD Private Client Wealth LLC’s holdings in Vanguard Total Bond […]

HUB Investment Partners LLC lifted its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 14.1% in the fourth quarter, HoldingsChannel reports. The firm owned 4,177 shares of the company’s stock after buying an additional 517 shares during the quarter. HUB Investment Partners LLC’s holdings in Vanguard Extended Market ETF were worth $794,000 […]

Axxcess Wealth Management LLC cut its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 22.4% during the 4th quarter, Holdings Channel reports. The firm owned 5,818 shares of the medical research company’s stock after selling 1,680 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Quest Diagnostics were worth $878,000 […]

HUB Investment Partners LLC boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 350.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 74,420 shares of the company’s stock after purchasing an additional 57,899 shares during the period. HUB Investment Partners LLC’s holdings in Schwab US Broad Market […]

Axxcess Wealth Management LLC grew its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 199.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,452 shares of the company’s stock after buying an additional 24,294 shares […]

Loudon Investment Management LLC raised its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 48,927 shares of the cell phone carrier’s stock after purchasing an additional 654 shares during the period. Loudon Investment Management […]

Horizon Investments LLC lifted its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 13.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,858 shares of the exchange traded fund’s stock after acquiring an additional 217 […]

Royal London Asset Management Ltd. boosted its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 814,794 shares of the utilities provider’s stock after purchasing an additional 16,037 shares during the quarter. […]

Pecaut & CO. increased its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 62.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,145 shares of the company’s stock after purchasing an additional 3,119 shares during […]

TD Private Client Wealth LLC reduced its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 613,091 shares of the company’s stock after selling 27,605 shares during the quarter. Vanguard Short-Term Corporate […]

Oxford Financial Group LTD. LLC grew its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 173,338 shares of the exchange traded fund’s stock after acquiring an additional 3,535 shares during the period. iShares MSCI […]

Independent Solutions Wealth Management LLC increased its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.5% during the fourth quarter, HoldingsChannel reports. The firm owned 14,064 shares of the wireless technology company’s stock after acquiring an additional 737 shares during the period. Independent Solutions Wealth Management LLC’s holdings in QUALCOMM were worth $2,161,000 at […]

SigFig Wealth Management LLC boosted its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,203 shares of the company’s stock after purchasing an additional […]