Bayforest Capital Ltd bought a new position in shares of ADT Inc. (NYSE:ADT – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 9,082 shares of the security and automation business’s stock, valued at approximately $74,000. A number of […]

LVM Capital Management Ltd. MI decreased its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 195,366 shares of the financial services provider’s stock after selling 1,807 shares during the […]

Jacobi Capital Management LLC increased its stake in Blackstone Inc. (NYSE:BX – Free Report) by 4.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 9,487 shares of the asset manager’s stock after purchasing an additional 437 shares during the quarter. Jacobi Capital Management LLC’s holdings in Blackstone were worth $1,326,000 as of […]

IFM Investors Pty Ltd lowered its position in shares of Federal Realty Investment Trust (NYSE:FRT – Free Report) by 12.8% in the 1st quarter, Holdings Channel reports. The fund owned 17,084 shares of the real estate investment trust’s stock after selling 2,498 shares during the period. IFM Investors Pty Ltd’s holdings in Federal Realty Investment […]

Geneos Wealth Management Inc. lifted its holdings in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 11.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,065 shares of the biotechnology company’s stock after purchasing an additional 218 shares during the period. Geneos Wealth Management Inc.’s holdings in Axon Enterprise were worth $1,086,000 at […]

Hodges Capital Management Inc. cut its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 17.3% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 33,907 shares of the company’s stock after selling 7,082 shares during the quarter. Hodges Capital Management Inc.’s holdings in AbbVie were worth $7,104,000 at the end of […]

LVM Capital Management Ltd. MI bought a new stake in shares of Rollins, Inc. (NYSE:ROL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,380 shares of the business services provider’s stock, valued at approximately $529,000. Several other institutional investors also […]

Bayforest Capital Ltd grew its holdings in Insulet Corporation (NASDAQ:PODD – Free Report) by 106.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 608 shares of the medical instruments supplier’s stock after purchasing an additional 314 shares during the period. Bayforest Capital Ltd’s holdings […]

LVM Capital Management Ltd. MI boosted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 2.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 321,855 shares of the biopharmaceutical company’s stock after purchasing an additional 8,571 shares during the period. LVM Capital Management Ltd. MI’s holdings in Pfizer were worth $7,802,000 as of […]

Kera Capital Partners Inc. boosted its position in Ralph Lauren Corporation (NYSE:RL – Free Report) by 44.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,631 shares of the textile maker’s stock after acquiring an additional 501 shares during […]

Kera Capital Partners Inc. lifted its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 29.1% in the second quarter, HoldingsChannel reports. The firm owned 404 shares of the business services provider’s stock after purchasing an additional 91 shares during the quarter. Kera Capital Partners Inc.’s holdings in Booking were worth $2,339,000 at the […]

IFM Investors Pty Ltd lessened its holdings in shares of Kite Realty Group Trust (NYSE:KRG – Free Report) by 12.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 43,614 shares of the real estate investment trust’s stock after selling 6,379 […]

IFM Investors Pty Ltd lowered its position in Fortune Brands Innovations, Inc. (NYSE:FBIN – Free Report) by 9.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,987 shares of the company’s stock after selling 2,529 shares during the period. […]

Militia Capital Partners LP boosted its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 300.0% during the first quarter, Holdings Channel.com reports. The firm owned 8,000 shares of the ride-sharing company’s stock after buying an additional 6,000 shares during the period. Militia Capital Partners LP’s holdings in Uber Technologies were worth $583,000 at […]

Jacobi Capital Management LLC boosted its stake in GSK PLC Sponsored ADR (NYSE:GSK – Free Report) by 6.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,043 shares of the pharmaceutical company’s stock after buying an additional 640 shares during the […]

LVM Capital Management Ltd. MI lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 10.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 650 shares of the retailer’s stock after acquiring an additional 60 […]

Advisors Capital Management LLC boosted its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 0.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 81,793 shares of the industrial products company’s stock after acquiring an additional 565 shares during the quarter. Advisors Capital […]

Bayforest Capital Ltd bought a new position in shares of Rocket Companies, Inc. (NYSE:RKT – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 8,506 shares of the company’s stock, valued at approximately $103,000. Other hedge funds and other institutional investors have […]

Maple Capital Management Inc. raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 26.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,897 shares of the company’s stock after purchasing an additional 394 shares during the period. […]

Bayforest Capital Ltd boosted its stake in shares of Matador Resources Company (NYSE:MTDR – Free Report) by 35.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,858 shares of the energy company’s stock after purchasing an additional 488 shares during the period. Bayforest Capital Ltd’s […]

LVM Capital Management Ltd. MI reduced its position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,780 shares of the company’s stock after selling 110 shares during the quarter. LVM Capital Management […]

Kera Capital Partners Inc. boosted its holdings in shares of Avery Dennison Corporation (NYSE:AVY – Free Report) by 97.3% during the second quarter, Holdings Channel reports. The institutional investor owned 2,375 shares of the industrial products company’s stock after acquiring an additional 1,171 shares during the quarter. Kera Capital Partners Inc.’s holdings in Avery Dennison […]

Bayforest Capital Ltd acquired a new stake in shares of Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 456 shares of the construction company’s stock, valued at approximately $72,000. Several other institutional […]

Geneos Wealth Management Inc. boosted its position in Sila Realty Trust, Inc. (NYSE:SILA – Free Report) by 1.5% during the first quarter, HoldingsChannel.com reports. The fund owned 45,528 shares of the company’s stock after buying an additional 669 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Sila Realty Trust were worth $1,216,000 at […]

Geneos Wealth Management Inc. raised its holdings in American Noble Gas Inc. (NYSE:INFY – Free Report) by 28.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 61,536 shares of the technology company’s stock after acquiring an additional 13,617 shares […]

Bontempo Ohly Capital Mgmt LLC purchased a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 8,757 shares of the fast-food giant’s stock, valued at approximately $2,735,000. McDonald’s comprises about 1.3% of […]

Maple Capital Management Inc. bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 1,956 shares of the exchange traded fund’s stock, valued at approximately $390,000. A number of other large investors have […]

IFM Investors Pty Ltd trimmed its position in shares of First Industrial Realty Trust, Inc. (NYSE:FR – Free Report) by 12.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,724 shares of the real estate investment trust’s stock after selling 3,907 […]

LVM Capital Management Ltd. MI boosted its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 18.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,485 shares of the aerospace company’s stock after purchasing an additional 6,237 shares during […]

Advisors Capital Management LLC increased its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.3% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 210,531 shares of the company’s stock after purchasing an additional 610 shares during the period. Advisors Capital Management […]

AG2R LA Mondiale Gestion D Actifs purchased a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 69,886 shares of the ride-sharing company’s stock, valued at approximately $5,092,000. A number of other institutional investors have […]

Advisors Capital Management LLC increased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 8.3% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 14,352 shares of the company’s stock after buying an additional 1,098 shares during the quarter. Advisors Capital Management LLC’s holdings […]

Geneos Wealth Management Inc. reduced its position in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 12.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,219 shares of the company’s stock after selling 908 shares during the period. […]