Tran Capital Management L.P. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,544.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,059 shares of the Internet television network’s stock after acquiring an additional 196,349 shares […]

Myriad Asset Management US LP lowered its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 74.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,289 shares of the construction company’s stock after selling 6,537 shares during the quarter. Myriad Asset Management US LP’s […]

Tran Capital Management L.P. reduced its holdings in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 44.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 46,069 shares of the technology company’s stock after selling 36,978 shares during the period. Veeva Systems […]

West Financial Advisors LLC lowered its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 14.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 15,876 shares of the iPhone maker’s stock after selling 2,622 shares during the quarter. Apple accounts for 0.7% of West Financial Advisors LLC’s […]

Westwood Wealth Management acquired a new position in AZZ Inc. (NYSE:AZZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,000 shares of the industrial products company’s stock, valued at approximately $750,000. Several other institutional investors and hedge funds also […]

Tudor Investment Corp ET AL boosted its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 150.2% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 472,635 shares of the company’s stock after buying an additional 283,700 shares during the period. Tudor Investment Corp ET AL’s holdings in Pinterest were worth $15,205,000 […]

Reliant Investment Management LLC decreased its position in Oracle Corporation (NYSE:ORCL – Free Report) by 95.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,629 shares of the enterprise software provider’s stock after selling 34,757 shares during the period. Reliant […]

Pullen Investment Management LLC lessened its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 61.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 33,298 shares of the company’s stock after selling 52,463 shares during the quarter. Pullen Investment Management LLC’s holdings in Kenvue were worth […]

RPG Investment Advisory LLC lifted its position in Chevron Corporation (NYSE:CVX – Free Report) by 14.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 141,514 shares of the oil and gas company’s stock after acquiring an additional 18,021 shares during the quarter. Chevron […]

Whalen Wealth Management Inc. bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 3,614 shares of the company’s stock, valued at approximately $519,000. A number of other hedge funds and other institutional investors have also added to or reduced their stakes […]

Tran Capital Management L.P. lessened its position in Markel Group Inc. (NYSE:MKL – Free Report) by 97.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 222 shares of the insurance provider’s stock after selling 8,076 shares during the period. Tran Capital […]

JB Capital LLC raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 6.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,416 shares of the wireless technology company’s stock after buying an additional 4,578 shares during the quarter. JB […]

Tudor Investment Corp ET AL increased its stake in Clean Harbors, Inc. (NYSE:CLH – Free Report) by 86.0% in the third quarter, Holdings Channel reports. The institutional investor owned 63,104 shares of the business services provider’s stock after acquiring an additional 29,176 shares during the quarter. Tudor Investment Corp ET AL’s holdings in Clean Harbors […]

Princeton Global Asset Management LLC reduced its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 28.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,678 shares of the information technology services provider’s stock after selling 5,057 […]

Tran Capital Management L.P. boosted its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 18.9% in the 4th quarter, Holdings Channel reports. The fund owned 19,283 shares of the technology company’s stock after buying an additional 3,061 shares during the period. Fair Isaac makes up 3.9% of Tran Capital Management L.P.’s […]

RPG Investment Advisory LLC lowered its position in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 34.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 406,480 shares of the company’s stock after selling 209,711 shares during the quarter. RPG Investment […]

Whalen Wealth Management Inc. lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 129.1% in the 4th quarter, Holdings Channel reports. The fund owned 2,799 shares of the electric vehicle producer’s stock after buying an additional 1,577 shares during the period. Whalen Wealth Management Inc.’s holdings in Tesla were worth $1,259,000 at the […]

Myriad Asset Management US LP reduced its position in shares of Bank of America Corporation (NYSE:BAC) by 72.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,395 shares of the financial services provider’s stock after selling 26,724 […]

RPG Investment Advisory LLC increased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 414.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,175 shares of the information technology services provider’s stock after purchasing an additional 83,116 shares […]

Princeton Global Asset Management LLC grew its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 12.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 112,149 shares of the asset manager’s stock after purchasing an additional 12,178 shares during the period. Blackstone accounts […]

Signaturefd LLC raised its holdings in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 80.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40,848 shares of the exchange traded fund’s stock after purchasing an additional 18,192 […]

Tran Capital Management L.P. lowered its position in shares of Capital One Financial Corporation (NYSE:COF) by 51.4% in the fourth quarter, HoldingsChannel reports. The firm owned 27,864 shares of the financial services provider’s stock after selling 29,433 shares during the period. Capital One Financial makes up approximately 0.8% of Tran Capital Management L.P.’s investment portfolio, […]

Signaturefd LLC increased its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,334,192 shares of the company’s stock after purchasing an additional 88,721 shares during the quarter. Janus […]

Joule Financial LLC boosted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 898,873 shares of the company’s stock after acquiring an additional 18,705 shares during the quarter. […]

Realta Investment Advisors grew its position in shares of First Majestic Silver Corp. (NYSE:AG – Free Report) (TSE:FR) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 599,809 shares of the mining company’s stock after purchasing an additional 24,113 shares during the […]

Tudor Investment Corp ET AL acquired a new stake in Henry Schein, Inc. (NASDAQ:HSIC – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 231,651 shares of the company’s stock, valued at approximately $15,375,000. Tudor Investment Corp ET AL owned about 0.20% of […]

Pullen Investment Management LLC purchased a new stake in FTI Consulting, Inc. (NYSE:FCN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 9,651 shares of the business services provider’s stock, valued at approximately $1,649,000. A number of other hedge […]

Pine Harbor Wealth Management LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,773 shares of the company’s stock after selling 5,259 shares during the quarter. […]

Moseley Investment Management Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 843.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 26,240 shares of the Internet television network’s stock after buying an additional 23,458 shares during the quarter. Moseley Investment Management Inc.’s holdings in Netflix were worth $2,460,000 at […]

Pullen Investment Management LLC grew its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 29,128 shares of the company’s stock after buying an additional 2,131 shares during the quarter. Vanguard Total Stock Market ETF accounts for 5.1% of Pullen […]

Trust Investment Advisors decreased its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 60.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,961 shares of the transportation company’s stock after selling 2,936 shares during the quarter. Trust Investment […]

Tudor Investment Corp ET AL purchased a new position in Endeavour Silver Corporation (NYSE:EXK – Free Report) (TSE:EDR) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,804,357 shares of the mining company’s stock, valued at approximately $14,146,000. Tudor Investment Corp […]

Kelleher Financial Advisors acquired a new position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 15,079 shares of the company’s stock, valued at approximately $763,000. Several other hedge funds and other institutional investors have also added to or reduced their stakes in JAAA. Richardson […]

Realta Investment Advisors bought a new position in shares of Deere & Company (NYSE:DE – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,056 shares of the industrial products company’s stock, valued at approximately $957,000. Other institutional […]

J2 Capital Management Inc raised its position in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 40.8% in the fourth quarter, HoldingsChannel reports. The fund owned 46,514 shares of the exchange traded fund’s stock after purchasing an additional 13,479 shares during the quarter. iShares Core High Dividend ETF makes up approximately 4.1% of […]

Roger Wittlin Investment Advisory LLC lowered its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 29.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,103 shares of the company’s stock after selling 9,194 shares during the quarter. Vanguard Total Bond […]

Myriad Asset Management US LP reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 70.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,310 shares of the semiconductor company’s stock after selling 12,620 […]

Roger Wittlin Investment Advisory LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 19.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 89,999 shares of the company’s stock after selling 21,384 shares during the quarter. Vanguard Total […]

Matthews International Capital Management LLC boosted its holdings in shares of Futu Holdings Limited Sponsored ADR (NASDAQ:FUTU – Free Report) by 214.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 150,906 shares of the company’s stock after purchasing an additional […]

Town & Country Bank & Trust CO dba First Bankers Trust CO increased its stake in Chevron Corporation (NYSE:CVX – Free Report) by 17.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 36,625 shares of the oil and gas company’s stock after buying an additional 5,403 shares during the period. Chevron accounts for […]

Princeton Global Asset Management LLC cut its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 23.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,238 shares of the company’s stock after selling 4,928 shares during […]

Town & Country Bank & Trust CO dba First Bankers Trust CO increased its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 40.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,943 shares of […]

Town & Country Bank & Trust CO dba First Bankers Trust CO lessened its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 36.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,976 shares of the cell phone carrier’s stock after selling […]

Town & Country Bank & Trust CO dba First Bankers Trust CO acquired a new position in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 6,565 shares of the transportation company’s stock, valued at approximately $1,029,000. A number of other institutional investors […]