Guggenheim restated their buy rating on shares of Oracle (NYSE:ORCL – Free Report) in a report published on Thursday morning,Benzinga reports. They currently have a $220.00 target price on the enterprise software provider’s stock. Other analysts have also issued research reports about the company. DA Davidson cut their price target on Oracle from $150.00 to […]

Unique Wealth LLC grew its holdings in McKesson Co. (NYSE:MCK – Free Report) by 22.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,048 shares of the company’s stock after acquiring an additional 376 shares during the period. Unique Wealth LLC’s […]

Sprott Inc. raised its holdings in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 6.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,181 shares of the software maker’s stock after acquiring an additional 181 shares during the quarter. Sprott Inc.’s holdings in […]

Curat Global LLC bought a new stake in Medtronic plc (NYSE:MDT – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm bought 3,470 shares of the medical technology company’s stock, valued at approximately $312,000. A number of other hedge funds and other institutional investors have also bought […]

Apella Capital LLC lifted its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 47.8% in the first quarter, HoldingsChannel reports. The fund owned 4,390 shares of the footwear maker’s stock after acquiring an additional 1,420 shares during the period. Apella Capital LLC’s holdings in NIKE were worth $260,000 as of its most […]

Unique Wealth LLC lifted its stake in NICE Ltd. (NASDAQ:NICE – Free Report) by 52.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,315 shares of the technology company’s stock after purchasing an additional 800 shares during the quarter. Unique Wealth LLC’s […]

Jefferies Financial Group upgraded shares of UBS Group (NYSE:UBS – Free Report) from a hold rating to a buy rating in a research report sent to investors on Tuesday, Marketbeat.com reports. Several other research firms have also recently weighed in on UBS. Morgan Stanley cut UBS Group from an “overweight” rating to an “equal weight” […]

Prospect Financial Services LLC trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 16.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,088 shares of the credit-card processor’s stock after selling 210 shares during the period. Prospect Financial Services LLC’s holdings in […]

Curat Global LLC acquired a new stake in shares of Watsco, Inc. (NYSE:WSO – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 460 shares of the construction company’s stock, valued at approximately $234,000. A number of other hedge funds have also added to […]

Snider Financial Group trimmed its stake in Corteva, Inc. (NYSE:CTVA – Free Report) by 9.1% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 16,587 shares of the company’s stock after selling 1,655 shares during the quarter. Snider Financial Group’s holdings in Corteva were worth $1,044,000 as of […]

Intellectus Partners LLC boosted its position in Oracle Co. (NYSE:ORCL – Free Report) by 6.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,621 shares of the enterprise software provider’s stock after purchasing an additional 878 shares during the quarter. Intellectus […]

Fjell Capital LLC lifted its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 9.6% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 7,565 shares of the asset manager’s stock after buying an additional 665 shares during the period. Fjell Capital LLC’s holdings in Blackstone were worth $1,057,000 at the […]

Beacon Financial Group raised its stake in The Hershey Company (NYSE:HSY – Free Report) by 73.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,749 shares of the company’s stock after acquiring an additional 1,582 shares during the quarter. Beacon Financial […]

Unique Wealth LLC purchased a new position in shares of Genpact Limited (NYSE:G – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 6,556 shares of the business services provider’s stock, valued at approximately $330,000. A number of other institutional investors and hedge […]

Thrive Wealth Management LLC raised its position in Eaton Co. plc (NYSE:ETN – Free Report) by 20.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 901 shares of the industrial products company’s stock after acquiring an additional 151 shares during the quarter. […]

Magnus Financial Group LLC decreased its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,718 shares of the home improvement retailer’s stock after selling 128 shares during the period. Magnus […]

Davis Capital Management lowered its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 23.6% during the first quarter, HoldingsChannel.com reports. The firm owned 9,316 shares of the utilities provider’s stock after selling 2,885 shares during the period. Davis Capital Management’s holdings in Southern were worth $857,000 at the end of the […]

Datadog, Inc. (NASDAQ:DDOG – Get Free Report) Director Shardul Shah sold 23,748 shares of the stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $120.00, for a total value of $2,849,760.00. Following the transaction, the director now directly owns 396,121 shares of the company’s stock, […]

Annex Advisory Services LLC decreased its holdings in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 14.7% in the first quarter, Holdings Channel reports. The firm owned 10,546 shares of the pipeline company’s stock after selling 1,813 shares during the period. Annex Advisory Services LLC’s holdings in Kinder Morgan were worth $301,000 as of its […]

Vest Financial LLC grew its position in shares of Nordson Co. (NASDAQ:NDSN – Free Report) by 8.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 246,379 shares of the industrial products company’s stock after purchasing an additional 18,341 shares […]

Lake Street Private Wealth LLC decreased its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 18.1% in the first quarter, Holdings Channel reports. The firm owned 5,528 shares of the retailer’s stock after selling 1,219 shares during the quarter. Lake Street Private Wealth LLC’s holdings in Target were worth $577,000 at the […]

West Coast Financial LLC trimmed its position in Qualys, Inc. (NASDAQ:QLYS – Free Report) by 4.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,280 shares of the software maker’s stock after selling 1,043 shares during the quarter. West Coast Financial LLC owned […]

Lmcg Investments LLC lessened its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 28.3% during the first quarter, Holdings Channel reports. The firm owned 3,214 shares of the financial services provider’s stock after selling 1,268 shares during the period. Lmcg Investments LLC’s holdings in Ameriprise Financial were worth $1,556,000 at the end of […]

Annex Advisory Services LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 15.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 781 shares of the Internet television network’s stock after acquiring an additional 104 shares during the period. Annex […]

Charles Schwab Trust Co grew its position in Duke Energy Co. (NYSE:DUK – Free Report) by 6.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,207 shares of the utilities provider’s stock after purchasing an additional 200 shares […]

SeaCrest Wealth Management LLC cut its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.0% in the 1st quarter, HoldingsChannel reports. The fund owned 25,744 shares of the company’s stock after selling 515 shares during the period. SeaCrest Wealth Management LLC’s holdings in PepsiCo were worth $3,860,000 at the end of the most recent […]

Sandbox Financial Partners LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 804.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,683 shares of the electric vehicle producer’s stock after purchasing an additional 5,944 shares during […]

Unique Wealth LLC acquired a new position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,485 shares of the company’s stock, valued at approximately $314,000. A number of other large investors also recently modified their […]

NBC Securities Inc. grew its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 69,100.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,460 shares of the company’s stock after purchasing an additional 3,455 shares during the period. […]

Foster Group Inc. raised its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 18.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,014 shares of the retailer’s stock after buying an additional 160 shares during the […]

Curat Global LLC bought a new stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 21,681 shares of the manufacturing equipment provider’s stock, valued at approximately $3,146,000. Applied Materials makes up 3.8% of Curat Global LLC’s holdings, making the stock its 3rd biggest position. Several other […]

Retirement Planning Group LLC increased its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 6.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 213 shares of the industrial products company’s stock after acquiring an additional 13 shares […]

Unique Wealth LLC decreased its holdings in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 24.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,927 shares of the company’s stock after selling 1,562 shares during the quarter. Unique Wealth LLC’s […]

Next Level Private LLC cut its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 12,177 shares of the company’s stock after selling 78 shares during the period. Next Level Private LLC’s holdings in Vanguard Value ETF were worth $2,104,000 as of its […]

Intellectus Partners LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 43,718 shares of the network equipment provider’s stock after selling 1,069 shares during the period. Intellectus Partners LLC’s holdings in Cisco Systems were worth $2,698,000 as of its […]

Riverview Trust Co boosted its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2,106.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 353 shares of the transportation company’s stock after purchasing an additional 337 shares during the quarter. Riverview Trust Co’s […]

Intellectus Partners LLC increased its position in Coinbase Global, Inc. (NASDAQ:COIN) by 24.2% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,905 shares of the cryptocurrency exchange’s stock after purchasing an additional 1,150 shares during the period. Intellectus Partners LLC’s holdings in Coinbase Global were worth […]

Kapstone Financial Advisors LLC increased its stake in shares of LCNB Corp. (NASDAQ:LCNB – Free Report) by 5.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 91,505 shares of the bank’s stock after purchasing an additional 4,598 shares during the period. LCNB makes up […]

Curat Global LLC bought a new position in Starbucks Co. (NASDAQ:SBUX – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 8,170 shares of the coffee company’s stock, valued at approximately $801,000. Starbucks comprises 1.0% of Curat Global LLC’s portfolio, making the […]

Matrix Trust Co increased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 23.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,968 shares of the technology company’s stock after purchasing an additional 377 shares during the quarter. Matrix […]

Warren Street Wealth Advisors LLC purchased a new stake in McDonald’s Co. (NYSE:MCD – Free Report) during the first quarter, HoldingsChannel.com reports. The firm purchased 860 shares of the fast-food giant’s stock, valued at approximately $269,000. A number of other institutional investors have also recently modified their holdings of the business. Mascagni Wealth Management Inc. […]

Naples Global Advisors LLC reduced its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,539 shares of the home improvement retailer’s stock after selling 75 shares during the period. Naples […]

Prospect Financial Services LLC lifted its position in Coupang, Inc. (NYSE:CPNG – Free Report) by 6.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,535 shares of the company’s stock after purchasing an additional 900 shares during the quarter. Prospect Financial […]

Avity Investment Management Inc. cut its stake in Chevron Co. (NYSE:CVX – Free Report) by 7.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 176,181 shares of the oil and gas company’s stock after selling 13,482 shares during the period. Chevron accounts for […]

IAM Advisory LLC decreased its position in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 0.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,571 shares of the company’s stock after selling 544 shares during the period. Capital […]

Magnus Financial Group LLC increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 3.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,948 shares of the network technology company’s stock after acquiring an additional 728 shares […]

Magnus Financial Group LLC lessened its holdings in Morgan Stanley (NYSE:MS – Free Report) by 8.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,811 shares of the financial services provider’s stock after selling 1,160 shares during the period. Magnus Financial Group […]

Cypress Wealth Services LLC boosted its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 21.7% in the first quarter, Holdings Channel reports. The institutional investor owned 969 shares of the company’s stock after buying an additional 173 shares during the period. Cypress Wealth Services LLC’s holdings in Elevance Health were worth $421,000 at […]

Annex Advisory Services LLC raised its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 8.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,471 shares of the retailer’s stock after acquiring an additional 2,410 […]

Enclave Advisors LLC trimmed its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 0.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 174,538 shares of the company’s stock after selling 425 shares during the period. iShares Russell […]