SMART Wealth LLC lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,952 shares of the retailer’s stock after selling 202 shares during the period. SMART Wealth LLC’s holdings in […]

Conning Inc. trimmed its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 11.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 21,400 shares of the conglomerate’s stock after selling 2,877 shares during the quarter. Conning Inc.’s holdings in Danaher were worth $4,387,000 as […]

Kintegral Advisory LLC trimmed its position in shares of 3M Company (NYSE:MMM – Free Report) by 32.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,961 shares of the conglomerate’s stock after selling 9,301 shares during the quarter. Kintegral […]

44 Wealth Management LLC grew its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 8.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,403 shares of the company’s stock after acquiring an additional 480 shares during the […]

Conning Inc. raised its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,252 shares of the information technology services provider’s stock after acquiring an additional 13 shares during the quarter. Conning […]

Conning Inc. lifted its stake in GE Aerospace (NYSE:GE – Free Report) by 8.0% during the first quarter, HoldingsChannel.com reports. The firm owned 6,508 shares of the company’s stock after purchasing an additional 480 shares during the quarter. Conning Inc.’s holdings in GE Aerospace were worth $1,303,000 as of its most recent SEC filing. Other […]

44 Wealth Management LLC reduced its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 7.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,815 shares of the company’s stock after selling 230 shares during the quarter. 44 Wealth Management LLC’s […]

MBA Advisors LLC lifted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 7.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 1,760 shares of the business services provider’s stock after acquiring an additional 127 shares during the period. MBA Advisors LLC’s holdings […]

Kintegral Advisory LLC lowered its holdings in shares of Cigna Group (NYSE:CI – Free Report) by 32.9% during the first quarter, Holdings Channel reports. The firm owned 10,926 shares of the health services provider’s stock after selling 5,359 shares during the period. Kintegral Advisory LLC’s holdings in Cigna Group were worth $3,595,000 as of its […]

North Capital Inc. acquired a new position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 361 shares of the company’s stock, valued at approximately $59,000. A number of other hedge funds have also recently made changes […]

Mutual Advisors LLC decreased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,047 shares of the medical research company’s stock after selling 287 shares during the period. Mutual Advisors LLC’s […]

Hartline Investment Corp boosted its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 21.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 81,614 shares of the financial services provider’s stock after acquiring an additional 14,148 shares during the quarter. Morgan Stanley […]

IFM Investors Pty Ltd raised its holdings in ConocoPhillips (NYSE:COP – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 247,562 shares of the energy producer’s stock after purchasing an additional 4,300 shares during the period. […]

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 […]

IFM Investors Pty Ltd grew its stake in Cigna Group (NYSE:CI – Free Report) by 7.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 58,568 shares of the health services provider’s stock after buying an additional 4,283 shares during the quarter. IFM Investors Pty Ltd’s holdings in Cigna Group were worth $20,290,000 as […]

Calamos Wealth Management LLC increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.7% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 255,428 shares of the retailer’s stock after purchasing an additional 1,796 shares during the quarter. Walmart accounts for […]

Kintegral Advisory LLC reduced its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 32.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 116,688 shares of the biopharmaceutical company’s stock after selling 57,229 shares during the period. Kintegral Advisory LLC’s […]

Palisade Capital Management LP reduced its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 5.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,298 shares of the company’s stock after selling 232 shares during the quarter. Palisade Capital Management LP’s […]

Onyx Bridge Wealth Group LLC reduced its holdings in GE Aerospace (NYSE:GE – Free Report) by 3.3% during the first quarter, Holdings Channel.com reports. The fund owned 2,891 shares of the company’s stock after selling 98 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in GE Aerospace were worth $579,000 at the end […]

MBA Advisors LLC lifted its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 4.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,991 shares of the oil and gas company’s stock after buying an additional 225 shares during the quarter. MBA […]

First Horizon Advisors Inc. reduced its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.5% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 12,368 shares of the electric vehicle producer’s stock after selling 317 shares during the period. First Horizon Advisors Inc.’s holdings in Tesla were worth $3,205,000 as of its most […]

Meritage Portfolio Management trimmed its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 0.9% in the first quarter, Holdings Channel reports. The firm owned 39,597 shares of the medical technology company’s stock after selling 351 shares during the period. Meritage Portfolio Management’s holdings in Medtronic were worth $3,558,000 at the end of […]

MBA Advisors LLC cut its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 10.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,085 shares of the company’s stock after selling 121 shares during the quarter. MBA Advisors […]

Clark Asset Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 2,749 shares of the electric vehicle producer’s stock after selling 656 shares during the quarter. Clark Asset Management LLC’s holdings in Tesla were worth $712,000 as of […]

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 […]

First Horizon Advisors Inc. cut its holdings in RTX Corporation (NYSE:RTX – Free Report) by 2.9% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 34,229 shares of the company’s stock after selling 1,028 shares during the period. First Horizon Advisors Inc.’s holdings in RTX were worth […]

Conning Inc. decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.4% in the 1st quarter, HoldingsChannel reports. The firm owned 578,045 shares of the network equipment provider’s stock after selling 74,270 shares during the quarter. Cisco Systems makes up 1.2% of Conning Inc.’s portfolio, making the stock its 26th largest holding. […]

44 Wealth Management LLC raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,820 shares of the credit services provider’s stock after buying an additional 108 shares during […]

Checchi Capital Advisers LLC decreased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.7% in the 1st quarter, HoldingsChannel reports. The fund owned 41,747 shares of the electric vehicle producer’s stock after selling 1,589 shares during the quarter. Checchi Capital Advisers LLC’s holdings in Tesla were worth $10,819,000 at the end of the […]

Calamos Wealth Management LLC increased its holdings in RTX Corporation (NYSE:RTX – Free Report) by 5.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,187 shares of the company’s stock after purchasing an additional 469 shares during the period. Calamos Wealth Management LLC’s holdings in […]

Cohen Investment Advisors LLC grew its position in Salesforce Inc. (NYSE:CRM – Free Report) by 4.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,678 shares of the CRM provider’s stock after buying an additional 456 shares during the quarter. Salesforce […]

Davidson Trust Co. trimmed its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 5.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,940 shares of the basic materials company’s stock after selling 107 shares during […]

Calamos Advisors LLC grew its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,776,366 shares of the biopharmaceutical company’s stock after acquiring an additional 133,792 shares during the […]

Principal Financial Group Inc. lowered its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.4% during the first quarter, HoldingsChannel reports. The fund owned 3,619,506 shares of the electric vehicle producer’s stock after selling 165,095 shares during the period. Principal Financial Group Inc.’s holdings in Tesla were worth $938,031,000 as of its most recent […]

IFM Investors Pty Ltd grew its holdings in GE Aerospace (NYSE:GE – Free Report) by 10.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 216,008 shares of the company’s stock after buying an additional 19,774 shares during the period. […]

Calamos Advisors LLC raised its position in Oracle Corporation (NYSE:ORCL – Free Report) by 1.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 711,290 shares of the enterprise software provider’s stock after purchasing an additional 10,426 shares during the quarter. Calamos Advisors […]

Kintegral Advisory LLC lessened its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 32.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,921 shares of the software company’s stock after selling 4,867 shares during the quarter. Kintegral Advisory LLC’s holdings in Adobe were […]

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. […]

Huntleigh Advisors Inc. cut its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,346 shares of the home improvement retailer’s stock after selling 132 shares during 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 […]

Goelzer Investment Management Inc. lowered its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 50,759 shares of the company’s stock after selling 853 shares during the period. AbbVie makes up 0.6% of Goelzer Investment […]

Aviance Capital Partners LLC cut its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 0.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,123 shares of the fast-food giant’s stock after selling 35 shares during the […]

Revisor Wealth Management LLC bought a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,909 shares of the company’s stock, valued at approximately $253,000. A number of other large investors also recently […]

GF Fund Management CO. LTD. grew its position in Walmart Inc. (NYSE:WMT – Free Report) by 0.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 142,877 shares of the retailer’s stock after purchasing an additional 221 shares during the quarter. GF Fund Management […]

4J Wealth Management LLC increased its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 4.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,301 shares of the real estate investment trust’s stock after purchasing an additional 50 […]

Calamos Advisors LLC boosted its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 11.2% in the first quarter, HoldingsChannel.com reports. The firm owned 329,528 shares of the CRM provider’s stock after buying an additional 33,180 shares during the period. Calamos Advisors LLC’s holdings in Salesforce were worth $88,432,000 at the end of the most […]

Conning Inc. lowered its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 25.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,992 shares of the business services provider’s stock after selling 690 shares during the period. Conning […]

Avantax Planning Partners Inc. lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 8.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 31,572 shares of the retailer’s stock after selling 2,961 shares during the period. Avantax Planning Partners Inc.’s holdings in Walmart were worth $2,772,000 as of its most recent SEC […]

Mutual Advisors LLC lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 13.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 13,050 shares of the home improvement retailer’s stock after acquiring an additional 1,519 shares during the period. Mutual Advisors LLC’s holdings […]

Calamos Wealth Management LLC grew its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 5.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,556 shares of the oil and gas company’s stock after purchasing an additional 322 shares during the […]