Sabal Trust CO cut its stake in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 5.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,944 shares of the pipeline company’s stock after selling 800 shares during the quarter. Sabal Trust CO’s holdings in […]

PDS Planning Inc lifted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,780 shares of the software company’s stock after purchasing an additional 167 shares during the period. […]

Spire Wealth Management grew its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 0.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,056 shares of the company’s stock after purchasing an additional 239 shares during the period. […]

CNB Bank increased its holdings in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 11.9% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 5,435 shares of the electronics maker’s stock after buying an additional 580 shares during the quarter. CNB Bank’s holdings in TE Connectivity were […]

Sabal Trust CO raised its holdings in shares of Unilever PLC (NYSE:UL – Free Report) by 5.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,745 shares of the company’s stock after purchasing an additional 317 shares during the period. […]

Spire Wealth Management increased its stake in Nucor Corporation (NYSE:NUE – Free Report) by 103.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,591 shares of the basic materials company’s stock after buying an additional 6,401 shares during the period. Spire […]

Nvest Financial LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,352 shares of the electric vehicle producer’s stock after buying an additional 51 shares during the quarter. Nvest Financial LLC’s holdings […]

Western Wealth Management LLC increased its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 8.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,817 shares of the medical research company’s stock after acquiring an additional 301 […]

Motiv8 Investments LLC reduced its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,126 shares of the credit services provider’s stock after selling 45 shares during the quarter. Motiv8 Investments […]

PDS Planning Inc increased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 7.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,741 shares of the credit services provider’s stock after acquiring an additional 342 shares during the […]

Wealth Effects LLC reduced its position in Humacyte, Inc. (NASDAQ:HUMA – Free Report) by 20.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 96,567 shares of the company’s stock after selling 24,833 shares during the quarter. Wealth Effects LLC owned approximately 0.06% of […]

SOL Capital Management CO trimmed its holdings in UBS Group AG (NYSE:UBS – Free Report) by 2.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,080 shares of the bank’s stock after selling 750 shares during the period. SOL Capital Management CO’s holdings in […]

Spire Wealth Management decreased its position in The Walt Disney Company (NYSE:DIS – Free Report) by 1.8% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 31,989 shares of the entertainment giant’s stock after selling 580 shares during the period. Spire Wealth Management’s holdings in Walt Disney […]

KPP Advisory Services LLC increased its holdings in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 18.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,068 shares of the pipeline company’s stock after acquiring an additional 1,098 shares during the period. KPP […]

KPP Advisory Services LLC increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 87.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,833 shares of the medical research company’s stock after buying an additional 2,716 shares during the period. KPP Advisory […]

CNB Bank cut its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 8.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,291 shares of the biopharmaceutical company’s stock after selling 548 shares during the period. CNB Bank’s holdings in […]

Spire Wealth Management trimmed its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 5.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,935 shares of the business services provider’s stock after selling 283 shares during the period. Spire Wealth Management’s […]

iShares MSCI Min Vol EAFE Index ETF (TSE:XMI – Get Free Report) declared a dividend on Wednesday, June 25th, TickerTech Dividends reports. Investors of record on Monday, June 30th will be paid a dividend of 0.665 per share on Monday, June 30th. This represents a yield of 1.51%. The ex-dividend date is Wednesday, June 25th. […]

Pure Financial Advisors LLC raised its stake in The Boeing Company (NYSE:BA – Free Report) by 43.0% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 9,430 shares of the aircraft producer’s stock after buying an additional 2,837 shares during the quarter. Pure Financial Advisors LLC’s holdings in […]

Astera Labs, Inc. (NASDAQ:ALAB – Get Free Report) Director Bethany Mayer sold 686 shares of the firm’s stock in a transaction dated Tuesday, June 24th. The stock was sold at an average price of $87.47, for a total value of $60,004.42. Following the completion of the transaction, the director now owns 6,238 shares of the […]

Spire Wealth Management increased its position in Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 109.4% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 13,444 shares of the mining company’s stock after acquiring an additional 7,024 shares during the period. Spire Wealth Management’s holdings in Agnico Eagle Mines were worth $1,457,000 […]

Lecap Asset Management Ltd. cut its position in shares of The Western Union Company (NYSE:WU – Free Report) by 29.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,573 shares of the credit services provider’s stock after selling 21,282 shares during the quarter. […]

PDS Planning Inc increased its holdings in Bank of America Corporation (NYSE:BAC) by 7.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,176 shares of the financial services provider’s stock after acquiring an additional 1,913 shares during the period. […]

Diversified Trust Co boosted its position in The Campbell’s Company (NASDAQ:CPB – Free Report) by 12.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 98,482 shares of the company’s stock after purchasing an additional 10,896 shares during the period. Diversified […]

KPP Advisory Services LLC grew its stake in Flowserve Corporation (NYSE:FLS – Free Report) by 33.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 9,587 shares of the industrial products company’s stock after purchasing an additional 2,423 shares during the period. KPP Advisory Services LLC’s holdings in Flowserve were worth $468,000 as of […]

Diversified Trust Co lifted its stake in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) by 13.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 46,141 shares of the specialty chemicals company’s stock after acquiring an additional 5,611 shares during […]

Golden State Wealth Management LLC raised its position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 181.5% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 11,100 shares of the company’s stock after purchasing an additional 7,157 shares during the quarter. Golden State Wealth Management LLC’s holdings in Vertiv were worth […]

Alta Wealth Advisors LLC acquired a new position in Shake Shack, Inc. (NYSE:SHAK – Free Report) in the first quarter, HoldingsChannel.com reports. The fund acquired 2,622 shares of the company’s stock, valued at approximately $231,000. Several other hedge funds have also modified their holdings of the company. Nemes Rush Group LLC purchased a new position […]

KALA BIO, Inc. (NASDAQ:KALA – Get Free Report) Director Mark T. Iwicki sold 13,227 shares of the firm’s stock in a transaction on Tuesday, June 24th. The stock was sold at an average price of $4.01, for a total value of $53,040.27. Following the completion of the transaction, the director now owns 258,433 shares in […]

Alpine Bank Wealth Management purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 395 shares of the company’s stock, valued at approximately $39,000. A number of other large investors have also added to or reduced their stakes in the stock. Brighton Jones […]

KPP Advisory Services LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 94.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,939 shares of the network equipment provider’s stock after acquiring an additional 13,074 shares during […]

Motiv8 Investments LLC grew its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.2% in the first quarter, according to its most recent filing with the SEC. The fund owned 6,669 shares of the wireless technology company’s stock after acquiring an additional 205 shares during the quarter. Motiv8 Investments LLC’s holdings in […]

Golden State Wealth Management LLC grew its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 1,275.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,794 shares of the technology company’s stock after buying an additional 9,082 shares during the […]

GenTrust LLC cut its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 4.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,659 shares of the company’s stock after selling 152 shares during the period. GenTrust LLC’s holdings in […]

New World Advisors LLC decreased its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,841,038 shares of the apparel and home fashions retailer’s stock after selling 13,497 shares […]

Spire Wealth Management increased its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 92.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,274 shares of the oil and gas producer’s stock after acquiring an additional […]

Sylvest Advisors LLC cut its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 6.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,146 shares of the oil and gas company’s stock after selling 458 shares during the quarter. Sylvest Advisors […]

Lecap Asset Management Ltd. purchased a new stake in shares of Carter’s, Inc. (NYSE:CRI – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 11,923 shares of the textile maker’s stock, valued at approximately $488,000. Several other hedge […]

Global Assets Advisory LLC bought a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 596 shares of the software company’s stock, valued at approximately $217,000. Other institutional investors have also recently bought and sold […]

Riverbend Wealth Management LLC grew its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,973 shares of the oil and gas company’s stock after purchasing an additional […]

Daymark Wealth Partners LLC cut its position in shares of CSX Corporation (NASDAQ:CSX – Free Report) by 4.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,835 shares of the transportation company’s stock after selling 1,362 shares during the […]

Hedges Asset Management LLC increased its stake in shares of CRISPR Therapeutics AG (NASDAQ:CRSP – Free Report) by 20.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,350 shares of the company’s stock after purchasing an additional 5,000 shares during the […]

Park Place Capital Corp boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 32.0% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,824 shares of the healthcare conglomerate’s stock after purchasing an additional 1,411 shares during the quarter. UnitedHealth Group comprises […]

Alpine Bank Wealth Management bought a new position in Xcel Energy Inc. (NASDAQ:XEL – Free Report) during the first quarter, HoldingsChannel.com reports. The fund bought 744 shares of the company’s stock, valued at approximately $53,000. Several other hedge funds have also recently made changes to their positions in XEL. Golden State Wealth Management LLC increased […]

Bank of Stockton purchased a new stake in AT&T Inc. (NYSE:T – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 7,716 shares of the technology company’s stock, valued at approximately $218,000. Several other institutional investors have also modified their holdings […]

Global Assets Advisory LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 4,104 shares of the network equipment provider’s stock, valued at approximately $237,000. Several other institutional investors also recently made changes […]

Creative Financial Designs Inc. ADV boosted its stake in LKQ Corporation (NASDAQ:LKQ – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,634 shares of the auto parts company’s stock after purchasing an additional 1,149 shares […]

Western Wealth Management LLC lifted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 13.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,678 shares of the exchange traded fund’s stock after purchasing an additional 3,731 shares during the period. Western […]

Omnia Family Wealth LLC lowered its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 152,058 shares of the company’s stock after selling 4,976 shares during the […]

New World Advisors LLC reduced its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 7,555 shares of the company’s stock after selling 598 shares during the quarter. iShares Core MSCI EAFE ETF makes up about 0.1% of New […]