Eastern Bank trimmed its stake in Phillips 66 (NYSE:PSX – Free Report) by 28.7% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,887 shares of the oil and gas company’s stock after selling 760 shares during the quarter. Eastern Bank’s holdings […]

Commerce Bank lifted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 1.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 206,569 shares of the financial services provider’s stock after acquiring an additional 2,557 shares during the period. Commerce Bank’s holdings in Chubb were worth $62,382,000 at the end of […]

XTX Topco Ltd raised its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 118.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,127 shares of the medical research company’s stock after purchasing an additional 2,782 shares during the quarter. […]

Vulcan Value Partners LLC trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 10.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 902,016 shares of the credit-card processor’s stock after selling 101,508 shares during the period. Visa makes up approximately 5.9% of Vulcan Value Partners LLC’s holdings, making the […]

US Bancorp DE reduced its position in Chubb Limited (NYSE:CB – Free Report) by 2.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 615,064 shares of the financial services provider’s stock after selling 17,903 shares during the quarter. US Bancorp DE’s holdings in Chubb were worth $185,743,000 as of its most recent filing […]

Commerce Bank cut its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 511,260 shares of the company’s stock after selling 14,553 shares during the quarter. Commerce Bank’s holdings in AbbVie were worth $107,119,000 at the end of the most recent quarter. Other […]

Davis R M Inc. trimmed its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 3.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,610 shares of the utilities provider’s stock after selling 176 shares during the […]

Mackenzie Financial Corp grew its position in shares of HP Inc. (NYSE:HPQ – Free Report) by 0.3% during the first quarter, according to its most recent filing with the SEC. The firm owned 283,483 shares of the computer maker’s stock after acquiring an additional 733 shares during the period. Mackenzie Financial Corp’s holdings in HP […]

MGO One Seven LLC trimmed its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 18.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,813 shares of the business services provider’s stock after selling 2,908 shares during […]

LPL Financial LLC lowered its holdings in Target Corporation (NYSE:TGT – Free Report) by 18.9% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 601,560 shares of the retailer’s stock after selling 139,946 shares during the period. LPL Financial LLC’s holdings in Target […]

LPL Financial LLC raised its stake in The Trade Desk (NASDAQ:TTD – Free Report) by 14.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 900,457 shares of the technology company’s stock after purchasing an additional 115,332 shares during the quarter. LPL […]

Vestcor Inc cut its stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 12.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 34,261 shares of the utilities provider’s stock after selling 4,822 shares during the quarter. Vestcor Inc’s holdings in Dominion Energy were worth $1,921,000 as of its most recent […]

XTX Topco Ltd grew its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 52.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 2,962 shares of the credit services provider’s stock after buying an additional 1,013 shares during the quarter. XTX Topco Ltd’s holdings […]

LPL Financial LLC grew its stake in shares of The Clorox Company (NYSE:CLX – Free Report) by 12.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 334,041 shares of the company’s stock after purchasing an additional 37,538 shares during the quarter. LPL Financial LLC’s holdings in Clorox were worth $49,188,000 as of its most […]

Arkadios Wealth Advisors reduced its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 4.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 40,274 shares of the electronics maker’s stock after selling 1,971 shares during the period. Arkadios Wealth Advisors’ holdings in Amphenol were worth $2,642,000 at the end of the […]

MGO One Seven LLC trimmed its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 5.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,983 shares of the asset manager’s stock after selling 1,398 shares during the period. MGO One Seven LLC’s holdings […]

AJ Advisors LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 22.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 4,445 shares of the information services provider’s stock after acquiring an additional 806 shares during the quarter. Alphabet accounts for 0.4% of AJ Advisors LLC’s holdings, making the stock […]

Commerce Bank boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 176,376 shares of the company’s stock after buying an additional 12,162 shares during the period. Eli […]

Commerce Bank lowered its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 414,823 shares of the healthcare product maker’s stock after selling 13,764 shares during the quarter. Commerce Bank’s […]

F5 (NASDAQ:FFIV – Free Report) had its price objective lifted by Morgan Stanley from $305.00 to $312.00 in a report released on Thursday morning,Benzinga reports. They currently have an equal weight rating on the network technology company’s stock. Other equities analysts have also recently issued reports about the stock. Wolfe Research started coverage on shares […]

Flower City Capital lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 23.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,103 shares of the iPhone maker’s stock after purchasing an additional 3,271 shares during the quarter. Apple accounts for […]

US Bancorp DE reduced its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.6% during the first quarter, Holdings Channel reports. The institutional investor owned 2,920,157 shares of the healthcare product maker’s stock after selling 46,239 shares during the quarter. US Bancorp DE’s holdings in Abbott Laboratories were worth $387,360,000 at the […]

Arkadios Wealth Advisors raised its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 28.3% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,800 shares of the real estate investment trust’s stock after purchasing an additional 3,921 shares […]

Pacer Advisors Inc. cut its holdings in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 63.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,159 shares of the company’s stock after selling 3,723 shares during the quarter. Pacer Advisors Inc.’s holdings in […]

Strategic Advocates LLC reduced its stake in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 6.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,823 shares of the construction company’s stock after selling 127 shares during the quarter. Strategic Advocates LLC’s […]

Momentous Wealth Management Inc. increased its stake in Visa Inc. (NYSE:V – Free Report) by 3.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,171 shares of the credit-card processor’s stock after acquiring an additional 36 shares during the period. […]

Federated Hermes Inc. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 16.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 144,669 shares of the information services provider’s stock after selling 29,293 shares during the […]

Natixis Advisors LLC lowered its holdings in Vulcan Materials Company (NYSE:VMC – Free Report) by 2.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 174,074 shares of the construction company’s stock after selling 4,506 shares during the quarter. Natixis Advisors LLC owned 0.13% […]

MGO One Seven LLC grew its position in shares of Newmont Corporation (NYSE:NEM – Free Report) by 14.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,728 shares of the basic materials company’s stock after buying an additional 7,309 shares during the period. […]

one8zero8 LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,198 shares of the social networking company’s stock after selling 262 shares during the quarter. one8zero8 LLC’s […]

Castellan Group increased its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 98.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 11,362 shares of the company’s stock after acquiring an additional 5,642 shares during the period. Elevance Health makes up about 1.4% of Castellan Group’s investment portfolio, making the […]

Wealthquest Corp lessened its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 10.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,532 shares of the biopharmaceutical company’s stock after selling 1,612 shares during the quarter. Wealthquest Corp’s holdings in Pfizer were […]

Davis R M Inc. raised its position in Salesforce Inc. (NYSE:CRM – Free Report) by 6.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,051 shares of the CRM provider’s stock after acquiring an additional 186 shares during the quarter. […]

Commerce Bank boosted its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 484,965 shares of the railroad operator’s stock after purchasing an additional 1,195 shares during the period. Union Pacific makes […]

GSA Capital Partners LLP reduced its holdings in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 56.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 35,219 shares of the company’s stock after selling 45,531 shares during the period. GSA Capital Partners LLP owned approximately 0.06% […]

Natixis Advisors LLC trimmed its position in shares of Ferrari N.V. (NYSE:RACE – Free Report) by 6.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 115,251 shares of the company’s stock after selling 8,223 shares during the quarter. Natixis Advisors LLC’s holdings in Ferrari […]

First National Trust Co cut its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 13.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,999 shares of the company’s stock after selling 471 shares during the period. First […]

Castellan Group raised its position in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 115.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,474 shares of the industrial products company’s stock after purchasing an additional 8,838 shares during the […]

Davis R M Inc. grew its position in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 35.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,223 shares of the aerospace company’s stock after purchasing an additional 580 shares during […]

Headland Capital LLC raised its holdings in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 6.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 751 shares of the industrial products company’s stock after acquiring an additional 45 shares during the period. Headland Capital LLC’s holdings in Eaton were worth $204,000 as of its […]

Eastern Bank increased its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 6.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,502 shares of the utilities provider’s stock after buying an additional 600 shares during the period. Eastern Bank’s holdings […]

Mackenzie Financial Corp increased its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 8.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,927 shares of the company’s stock after acquiring an additional 2,119 shares during the period. […]

UNIVEST FINANCIAL Corp grew its stake in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 2.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 77,597 shares of the electronics maker’s stock after acquiring an additional 1,501 shares during the quarter. UNIVEST FINANCIAL Corp’s […]

First National Trust Co lessened its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 19.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,273 shares of the company’s stock after selling 806 shares during the […]

Heritage Wealth Advisors cut its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 1,090 shares of the company’s stock after selling 38 shares during the period. Heritage Wealth Advisors’ holdings in Eli Lilly and Company were worth $900,000 at the end […]

Lyell Wealth Management LP cut its holdings in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 14.6% in the first quarter, Holdings Channel reports. The institutional investor owned 945 shares of the industrial products company’s stock after selling 162 shares during the quarter. Lyell Wealth Management LP’s holdings in Eaton were worth $257,000 at the […]

EagleClaw Capital Managment LLC lowered its holdings in BlackRock (NYSE:BLK – Free Report) by 9.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 400 shares of the asset manager’s stock after selling 40 shares during the quarter. EagleClaw Capital […]

Assetmark Inc. boosted its holdings in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 694.3% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 29,976 shares of the transportation company’s stock after buying an additional 26,202 shares during the period. Assetmark Inc.’s holdings in Delta Air […]

Royal Bank Of Canada cut shares of Norfolk Southern (NYSE:NSC – Free Report) from a moderate buy rating to a hold rating in a research note released on Tuesday,Zacks.com reports. A number of other equities research analysts have also weighed in on the company. Bank of America boosted their price target on Norfolk Southern from […]

Commerce Bank increased its position in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 62.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,724 shares of the aerospace company’s stock after buying an additional 57,789 shares during the period. […]