Novem Group Buys New Stake in CVR Partners, LP (NYSE:UAN)
Novem Group bought a new stake in CVR Partners, LP (NYSE:UAN – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 3,200 shares of the basic materials company’s stock, valued at approximately $243,000. Other hedge funds have also recently modified their holdings of the company. Summit Securities Group LLC grew its position […]
Western Wealth Management LLC Sells 158 Shares of Raymond James (NYSE:RJF)
Western Wealth Management LLC lowered its position in Raymond James (NYSE:RJF – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,479 shares of the financial services provider’s stock after selling 158 shares during the period. Western […]
Continuum Advisory LLC Buys 147 Shares of ONEOK, Inc. (NYSE:OKE)
Continuum Advisory LLC raised its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,581 shares of the utilities provider’s stock after purchasing an additional 147 shares during the period. […]
6,712 Shares in Corning Incorporated (NYSE:GLW) Bought by Novem Group
Novem Group bought a new position in Corning Incorporated (NYSE:GLW – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,712 shares of the electronics maker’s stock, valued at approximately $319,000. A number of other institutional investors and hedge funds have also […]
Amgen Inc. (NASDAQ:AMGN) Shares Sold by Western Wealth Management LLC
Western Wealth Management LLC lessened its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 38.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,473 shares of the medical research company’s stock after selling 3,380 shares during the period. Western […]
Alpine Global Management LLC Trims Position in Onsemi (NASDAQ:ON)
Alpine Global Management LLC lessened its stake in Onsemi (NASDAQ:ON – Free Report) by 77.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 18,200 shares of the semiconductor company’s stock after selling 63,400 shares during the quarter. Alpine Global Management LLC’s holdings in Onsemi were worth $1,148,000 at the end of the most […]
Cornerstone Advisory LLC Raises Position in Amphenol Co. (NYSE:APH)
Cornerstone Advisory LLC increased its holdings in shares of Amphenol Co. (NYSE:APH – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,655 shares of the electronics maker’s stock after buying an additional 249 shares during […]
Continuum Advisory LLC Sells 235 Shares of The Southern Company (NYSE:SO)
Continuum Advisory LLC lessened its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 11.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,780 shares of the utilities provider’s stock after selling 235 shares during the period. Continuum Advisory […]
Walmart Inc. (NYSE:WMT) Shares Purchased by Sunbelt Securities Inc.
Sunbelt Securities Inc. boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,550 shares of the retailer’s stock after acquiring an additional 1,473 shares during the period. Sunbelt Securities Inc.’s holdings […]
Abbott Laboratories (NYSE:ABT) Shares Sold by Western Wealth Management LLC
Western Wealth Management LLC trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 51.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,168 shares of the healthcare product maker’s stock after selling 11,619 shares during the […]
Visa Inc. (NYSE:V) Stake Increased by Retirement Planning Group LLC
Retirement Planning Group LLC grew its holdings in Visa Inc. (NYSE:V – Free Report) by 25.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,744 shares of the credit-card processor’s stock after purchasing an additional 559 shares during the period. Retirement […]
JT Stratford LLC Has $371,000 Stake in Starbucks Co. (NASDAQ:SBUX)
JT Stratford LLC trimmed its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,068 shares of the coffee company’s stock after selling 227 shares during the period. JT Stratford LLC’s holdings […]
253,146 Shares in NOV Inc. (NYSE:NOV) Bought by Neo Ivy Capital Management
Neo Ivy Capital Management purchased a new stake in shares of NOV Inc. (NYSE:NOV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 253,146 shares of the oil and gas exploration company’s stock, valued at approximately $3,695,000. […]
Continuum Advisory LLC Raises Position in Shopify Inc. (NYSE:SHOP)
Continuum Advisory LLC raised its holdings in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 234.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 843 shares of the software maker’s stock after acquiring an additional 591 shares during the quarter. Continuum […]
Cornerstone Advisory LLC Raises Stake in Tractor Supply (NASDAQ:TSCO)
Cornerstone Advisory LLC boosted its holdings in Tractor Supply (NASDAQ:TSCO – Free Report) by 402.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,750 shares of the specialty retailer’s stock after purchasing an additional 7,010 shares during the quarter. Cornerstone Advisory LLC’s holdings in […]
Helium Advisors LLC Acquires Shares of 2,395 ONEOK, Inc. (NYSE:OKE)
Helium Advisors LLC bought a new position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,395 shares of the utilities provider’s stock, valued at approximately $240,000. Other large investors have […]
Sunbelt Securities Inc. Sells 86 Shares of Netflix, Inc. (NASDAQ:NFLX)
Sunbelt Securities Inc. cut its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,620 shares of the Internet television network’s stock after selling 86 shares during the […]
Novem Group Purchases New Position in STMicroelectronics (NYSE:STM)
Novem Group purchased a new stake in STMicroelectronics (NYSE:STM – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 19,697 shares of the semiconductor producer’s stock, valued at approximately $492,000. Several other large investors have also recently added to or reduced their stakes in STM. […]
Vega Investment Solutions Takes Position in Revvity, Inc. (NYSE:RVTY)
Vega Investment Solutions acquired a new position in shares of Revvity, Inc. (NYSE:RVTY – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 11,143 shares of the company’s stock, valued at approximately $1,244,000. Revvity accounts for approximately 1.0% of […]
US Asset Management LLC Decreases Stock Holdings in Danaher Co. (NYSE:DHR)
US Asset Management LLC lowered its holdings in Danaher Co. (NYSE:DHR – Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,017 shares of the conglomerate’s stock after selling 193 shares during the period. Danaher makes up 1.0% […]
Omnicom Group Inc. (NYSE:OMC) Shares Purchased by Continuum Advisory LLC
Continuum Advisory LLC lifted its position in Omnicom Group Inc. (NYSE:OMC – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,250 shares of the business services provider’s stock after purchasing an additional 285 shares during the […]
Williams-Sonoma, Inc. (NYSE:WSM) Shares Bought by Toronto Dominion Bank
Toronto Dominion Bank raised its holdings in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,526 shares of the specialty retailer’s stock after purchasing an additional 629 shares during the quarter. Toronto Dominion Bank’s […]
Twinbeech Capital LP Makes New Investment in Starbucks Co. (NASDAQ:SBUX)
Twinbeech Capital LP bought a new position in Starbucks Co. (NASDAQ:SBUX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,035 shares of the coffee company’s stock, valued at approximately $368,000. Several other institutional investors and hedge […]
8,846 Shares in Bank OZK (NASDAQ:OZK) Purchased by Twinbeech Capital LP
Twinbeech Capital LP acquired a new position in shares of Bank OZK (NASDAQ:OZK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,846 shares of the company’s stock, valued at approximately $394,000. Other large investors have also […]
Hudson Value Partners LLC Sells 1,175 Shares of The Boeing Company (NYSE:BA)
Hudson Value Partners LLC trimmed its position in The Boeing Company (NYSE:BA – Free Report) by 29.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 2,820 shares of the aircraft producer’s stock after selling 1,175 shares during the period. Hudson Value Partners LLC’s holdings in Boeing […]
Cornerstone Advisory LLC Sells 612 Shares of Starbucks Co. (NASDAQ:SBUX)
Cornerstone Advisory LLC lessened its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 16.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,105 shares of the coffee company’s stock after selling 612 shares during the period. Cornerstone Advisory LLC’s holdings in Starbucks were worth […]
173 Shares in CDW Co. (NASDAQ:CDW) Purchased by Orion Capital Management LLC
Orion Capital Management LLC bought a new position in shares of CDW Co. (NASDAQ:CDW – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 173 shares of the information technology services provider’s stock, valued at approximately $30,000. A number of other […]
3,475 Shares in Columbia Sportswear (NASDAQ:COLM) Purchased by Novem Group
Novem Group bought a new stake in shares of Columbia Sportswear (NASDAQ:COLM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 3,475 shares of the textile maker’s stock, valued at approximately $292,000. Several other hedge funds also recently modified […]
Ingersoll Rand Inc. (NYSE:IR) Insider Vicente Reynal Sells 38,657 Shares
Ingersoll Rand Inc. (NYSE:IR – Get Free Report) insider Vicente Reynal sold 38,657 shares of Ingersoll Rand stock in a transaction dated Tuesday, May 20th. The shares were sold at an average price of $83.03, for a total value of $3,209,690.71. Following the transaction, the insider now owns 193,186 shares of the company’s stock, valued […]
Novem Group Acquires New Shares in Philip Morris International Inc. (NYSE:PM)
Novem Group acquired a new position in Philip Morris International Inc. (NYSE:PM – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 3,303 shares of the company’s stock, valued at approximately $397,000. Other hedge funds have also recently added to or reduced their stakes in the company. Capital & Planning LLC […]
US Asset Management LLC Cuts Stock Position in Union Pacific Co. (NYSE:UNP)
US Asset Management LLC lessened its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,143 shares of the railroad operator’s stock after selling 95 shares during the period. US Asset Management LLC’s holdings in […]
DICK’S Sporting Goods, Inc. (NYSE:DKS) Shares Sold by Twinbeech Capital LP
Twinbeech Capital LP cut its holdings in DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 94.1% during the fourth quarter, HoldingsChannel reports. The fund owned 2,799 shares of the sporting goods retailer’s stock after selling 44,495 shares during the period. Twinbeech Capital LP’s holdings in DICK’S Sporting Goods were worth $641,000 at the end […]
Western Wealth Management LLC Sells 1,172 Shares of Northrop Grumman Co. (NYSE:NOC)
Western Wealth Management LLC decreased its position in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 37.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,979 shares of the aerospace company’s stock after selling 1,172 shares during the quarter. Western Wealth […]
Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Sunbelt Securities Inc.
Sunbelt Securities Inc. raised its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,957 shares of the retailer’s stock after acquiring an additional 282 shares during the period. Sunbelt Securities Inc.’s holdings in Costco Wholesale were […]
Bristol-Myers Squibb (NYSE:BMY) Shares Purchased by Cornerstone Advisory LLC
Cornerstone Advisory LLC boosted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,495 shares of the biopharmaceutical company’s stock after buying an additional 852 shares during the period. […]
US Asset Management LLC Sells 69 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
US Asset Management LLC reduced its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 2.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 2,270 shares of the investment management company’s stock after selling 69 shares during the quarter. The Goldman Sachs Group comprises 1.2% of US […]
BrightSpire Capital, Inc. (NYSE:BRSP) Shares Sold by Alpine Global Management LLC
Alpine Global Management LLC cut its holdings in BrightSpire Capital, Inc. (NYSE:BRSP – Free Report) by 86.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 121,830 shares of the company’s stock after selling 794,711 shares during the […]
Centerstone Investors LLC Sells 35,153 Shares of Franco-Nevada Co. (NYSE:FNV)
Centerstone Investors LLC lowered its stake in Franco-Nevada Co. (NYSE:FNV – Free Report) (TSE:FNV) by 69.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,373 shares of the basic materials company’s stock after selling 35,153 shares during the quarter. Franco-Nevada makes up […]
US Asset Management LLC Sells 125 Shares of United Parcel Service, Inc. (NYSE:UPS)
US Asset Management LLC reduced its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,023 shares of the transportation company’s stock after selling 125 shares […]
Breakthru Advisory Services LLC Buys New Stake in Tesla, Inc. (NASDAQ:TSLA)
Breakthru Advisory Services LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 1,575 shares of the electric vehicle producer’s stock, valued at approximately $636,000. Tesla makes up approximately 0.6% of […]
Orion Capital Management LLC Purchases Shares of 375 Otis Worldwide Co. (NYSE:OTIS)
Orion Capital Management LLC purchased a new stake in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 375 shares of the company’s stock, valued at approximately $35,000. A number of other hedge funds and […]
iShares Gold Trust (NYSEARCA:IAU) Shares Sold by Sunbelt Securities Inc.
Sunbelt Securities Inc. lessened its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 16.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 252,262 shares of the exchange traded fund’s stock after selling 50,463 shares during the period. iShares Gold Trust makes up 1.1% […]
Novem Group Makes New Investment in Honeywell International Inc. (NASDAQ:HON)
Novem Group purchased a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 1,195 shares of the conglomerate’s stock, valued at approximately $270,000. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in HON. […]
Toll Brothers, Inc. (NYSE:TOL) Shares Sold by First Heartland Consultants Inc.
First Heartland Consultants Inc. lessened its stake in Toll Brothers, Inc. (NYSE:TOL – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,959 shares of the construction company’s stock after selling 200 shares during the quarter. First Heartland Consultants […]
8,345 Shares in Cencora, Inc. (NYSE:COR) Acquired by Vega Investment Solutions
Vega Investment Solutions bought a new position in Cencora, Inc. (NYSE:COR – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 8,345 shares of the company’s stock, valued at approximately $1,875,000. Cencora accounts for approximately 1.5% of Vega Investment Solutions’ investment portfolio, making the stock its 15th largest position. A number of […]
GTS Securities LLC Sells 38,281 Shares of Applied Materials, Inc. (NASDAQ:AMAT)
GTS Securities LLC trimmed its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 53.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,908 shares of the manufacturing equipment provider’s stock after selling 38,281 shares during the quarter. GTS Securities LLC’s holdings in […]
US Asset Management LLC Takes $225,000 Position in The Boeing Company (NYSE:BA)
US Asset Management LLC purchased a new position in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 1,274 shares of the aircraft producer’s stock, valued at approximately $225,000. Several other hedge funds and other institutional investors have also modified their holdings of BA. Amundi raised its […]
First Heartland Consultants Inc. Decreases Stock Position in Ford Motor (NYSE:F)
First Heartland Consultants Inc. lessened its stake in shares of Ford Motor (NYSE:F – Free Report) by 12.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 29,647 shares of the auto manufacturer’s stock after selling 4,404 shares during the period. First Heartland Consultants Inc.’s holdings in […]
Twinbeech Capital LP Makes New $334,000 Investment in Barrick Gold Corp (NYSE:B)
Twinbeech Capital LP bought a new stake in shares of Barrick Gold Corp (NYSE:B – Free Report) (TSE:ABX) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 21,527 shares of the gold and copper producer’s stock, valued at approximately $334,000. Other institutional investors have also […]
Novem Group Buys Shares of 9,734 PGIM Ultra Short Bond ETF (NYSEARCA:PULS)
Novem Group bought a new position in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 9,734 shares of the company’s stock, valued at approximately $482,000. Other institutional investors also recently made changes to their positions […]
last updated on 24 May 01:36