Leo Wealth LLC trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,263 shares of the company’s stock after selling 896 shares during the period. Leo Wealth […]

GE Aerospace (NYSE:GE – Get Free Report) had its target price hoisted by investment analysts at Citigroup from $227.00 to $296.00 in a research report issued on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s target price suggests a potential upside of 13.54% from the stock’s previous close. GE has […]

Leo Wealth LLC decreased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 20.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,021 shares of the electric vehicle producer’s stock after selling 1,048 shares during the […]

Charles Schwab (NYSE:SCHW – Get Free Report) had its price objective boosted by investment analysts at JMP Securities from $94.00 to $106.00 in a report released on Monday,Benzinga reports. The brokerage presently has a “market outperform” rating on the financial services provider’s stock. JMP Securities’ price target would suggest a potential upside of 14.80% from […]

Slow Capital Inc. lifted its holdings in Chubb Limited (NYSE:CB – Free Report) by 87.1% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 21,118 shares of the financial services provider’s stock after purchasing an additional 9,828 shares during the period. Slow Capital Inc.’s holdings in Chubb […]

Cwm LLC raised its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 4.8% during the 1st quarter, Holdings Channel reports. The fund owned 90,851 shares of the fast-food giant’s stock after purchasing an additional 4,187 shares during the period. Cwm LLC’s holdings in McDonald’s were worth $28,379,000 at the end of the […]

Leelyn Smith LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.4% during the first quarter, HoldingsChannel.com reports. The fund owned 11,050 shares of the electric vehicle producer’s stock after selling 511 shares during the quarter. Leelyn Smith LLC’s holdings in Tesla were worth $2,864,000 at the end of the […]

LJI Wealth Management LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.5% in the first quarter, HoldingsChannel reports. The firm owned 3,827 shares of the semiconductor manufacturer’s stock after selling 99 shares during the period. LJI Wealth Management LLC’s holdings in Broadcom were worth $641,000 at the end of the most […]

Hohimer Wealth Management LLC grew its stake in shares of BlackRock (NYSE:BLK – Free Report) by 12.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,166 shares of the asset manager’s stock after acquiring an additional 668 shares […]

MQS Management LLC purchased a new position in Centene Corporation (NYSE:CNC – Free Report) in the first quarter, Holdings Channel.com reports. The firm purchased 6,926 shares of the company’s stock, valued at approximately $420,000. Several other large investors have also made changes to their positions in the business. Norges Bank bought a new stake in […]

Strata Wealth Advisors LLC lowered its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 53.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,346 shares of the electric vehicle producer’s stock after selling 1,538 shares during the period. […]

Signaturefd LLC raised its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 19.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,224 shares of the oil and gas company’s stock after buying an additional 4,350 shares during the […]

Centrica plc (LON:CNA – Get Free Report) insider Chris O’Shea purchased 97 shares of the firm’s stock in a transaction that occurred on Thursday, July 10th. The stock was bought at an average cost of GBX 156 ($2.10) per share, with a total value of £151.32 ($204.07). Chris O’Shea also recently made the following trade(s): […]

Dakota Wealth Management increased its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 16.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,414 shares of the software company’s stock after acquiring an additional 2,699 shares during the period. Dakota Wealth Management’s […]

Leo Wealth LLC decreased its holdings in Accenture PLC (NYSE:ACN – Free Report) by 3.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,716 shares of the information technology services provider’s stock after selling 116 shares during the quarter. Leo Wealth LLC’s holdings […]

Sigma Planning Corp cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 55,972 shares of the oil and gas company’s stock after selling 838 shares during the quarter. Sigma Planning […]

Signaturefd LLC grew its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 2.1% in the 1st quarter, Holdings Channel reports. The firm owned 17,510 shares of the fast-food giant’s stock after acquiring an additional 364 shares during the quarter. Signaturefd LLC’s holdings in McDonald’s were worth $5,470,000 at the end of the […]

Dakota Wealth Management reduced its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,816 shares of the fast-food giant’s stock after selling 2,614 shares during the quarter. Dakota Wealth Management’s holdings in […]

Leo Wealth LLC cut its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 13.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,641 shares of the healthcare product maker’s stock after selling 2,348 shares during the period. Leo […]

Slow Capital Inc. grew its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 1.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,529 shares of the railroad operator’s stock after purchasing an additional 214 shares during the period. Slow Capital Inc.’s […]

Bogart Wealth LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 75.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 76,566 shares of the semiconductor manufacturer’s stock after buying an additional 32,986 shares during the quarter. […]

Bleakley Financial Group LLC increased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 1.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 130,569 shares of the retailer’s stock after acquiring an additional 2,215 shares during the quarter. Bleakley Financial Group LLC’s […]

Leelyn Smith LLC increased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,482 shares of the utilities provider’s stock after purchasing an additional 194 shares during the quarter. Leelyn Smith LLC’s holdings […]

Dakota Wealth Management lessened its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 4.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 74,452 shares of the oil and gas company’s stock after selling 3,144 shares during the quarter. Dakota Wealth […]

LRI Investments LLC boosted its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 65.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 753 shares of the company’s stock after acquiring an additional 298 shares during the period. […]

Bogart Wealth LLC lifted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,407 shares of the exchange traded fund’s stock after buying an additional 1,567 shares during the […]

Asset Dedication LLC trimmed its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 5.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,046 shares of the software maker’s stock after selling 127 shares during the period. Asset Dedication LLC’s holdings […]

Hohimer Wealth Management LLC trimmed its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 82.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,384 shares of the company’s stock after selling 29,653 shares during the period. Hohimer Wealth Management LLC’s […]

Pioneer Trust Bank N A OR lifted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 13,694 shares of the software company’s stock after purchasing an additional 250 shares during the quarter. Pioneer Trust Bank N A OR’s holdings in Adobe were worth […]

Marks Group Wealth Management Inc decreased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,039 shares of the enterprise software provider’s stock after selling 141 shares during the period. […]

MQS Management LLC purchased a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,777 shares of the entertainment giant’s stock, valued at approximately $471,000. Several other institutional investors and […]

CenterBook Partners LP lifted its position in Linde PLC (NASDAQ:LIN – Free Report) by 1,192.4% in the 1st quarter, HoldingsChannel reports. The firm owned 48,001 shares of the basic materials company’s stock after purchasing an additional 44,287 shares during the quarter. Linde makes up about 1.4% of CenterBook Partners LP’s portfolio, making the stock its […]

Leelyn Smith LLC reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 6,224 shares of the retailer’s stock after selling 135 shares during the quarter. Costco Wholesale accounts for about 1.0% of Leelyn Smith LLC’s investment portfolio, making the stock […]

Pioneer Trust Bank N A OR cut its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 10,569 shares of the company’s stock after selling 185 shares during the period. Eli Lilly and Company makes up approximately 2.3% of Pioneer Trust […]

United Community Bank raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 17.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,806 shares of the information services provider’s stock after acquiring an additional 1,309 shares during the period. […]

Prepared Retirement Institute LLC trimmed its holdings in shares of PPL Corporation (NYSE:PPL – Free Report) by 20.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,770 shares of the utilities provider’s stock after selling 2,577 shares during the period. Prepared Retirement Institute […]

Bleakley Financial Group LLC grew its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 7.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,725 shares of the medical research company’s stock after purchasing an additional 1,570 shares during the […]

Catalyst Financial Partners LLC increased its stake in Accenture PLC (NYSE:ACN – Free Report) by 8.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,888 shares of the information technology services provider’s stock after purchasing an additional 228 shares during the quarter. […]

Elite Wealth Management Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 12.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,014 shares of the Internet television network’s stock after buying an additional 115 shares during […]

The Gap, Inc. (NYSE:GAP – Get Free Report) was down 4% during mid-day trading on Monday . The company traded as low as $21.88 and last traded at $21.92. Approximately 1,229,500 shares were traded during trading, a decline of 84% from the average daily volume of 7,786,476 shares. The stock had previously closed at $22.83. […]

Lokken Investment Group LLC reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 26.6% during the first quarter, Holdings Channel reports. The fund owned 2,638 shares of the CRM provider’s stock after selling 955 shares during the period. Lokken Investment Group LLC’s holdings in Salesforce were worth $708,000 at the end […]

Florida Financial Advisors LLC boosted its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 102.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,821 shares of the company’s stock after buying an additional 2,442 shares during the quarter. Florida Financial […]

Asset Dedication LLC reduced its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 5.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,234 shares of the technology company’s stock after selling 244 shares during the quarter. Asset Dedication LLC’s holdings […]

SBI Securities Co. Ltd. lessened its stake in shares of Bank of America Corporation (NYSE:BAC) by 1.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 116,294 shares of the financial services provider’s stock after selling 1,561 shares during the quarter. SBI Securities Co. […]

Dakota Wealth Management lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 210,034 shares of the network equipment provider’s stock after selling 3,556 shares during the […]

Apollon Wealth Management LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,084 shares of the electric vehicle producer’s stock after buying an additional 3,281 shares during the quarter. […]

United Community Bank increased its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 264.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,826 shares of the utilities provider’s stock after buying an additional 18,020 shares […]

Intel (NASDAQ:INTC – Get Free Report) had its price target upped by UBS Group from $21.00 to $25.00 in a report released on Monday,Benzinga reports. The brokerage currently has a “neutral” rating on the chip maker’s stock. UBS Group’s target price would indicate a potential upside of 8.86% from the stock’s previous close. INTC has […]

Bogart Wealth LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 31,197.5% during the first quarter, Holdings Channel reports. The fund owned 12,519 shares of the medical equipment provider’s stock after purchasing an additional 12,479 shares during the period. Bogart Wealth LLC’s holdings in Intuitive Surgical were worth $6,200,000 […]

Apollon Wealth Management LLC lifted its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 6.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,199 shares of the fast-food giant’s stock after buying an additional 3,428 shares during […]