LGT Fund Management Co Ltd. boosted its holdings in Accenture PLC (NYSE:ACN – Free Report) by 813.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 42,962 shares of the information technology services provider’s stock after buying an additional 38,258 shares during the quarter. […]

Midwest Trust Co grew its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 287,224 shares of the railroad operator’s stock after buying an additional 2,594 shares during the period. Union Pacific makes up […]

LGT Fund Management Co Ltd. lifted its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 102.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 89,819 shares of the software maker’s stock after acquiring an additional 45,419 shares during the […]

LGT Fund Management Co Ltd. lowered its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 9.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 130,840 shares of the ride-sharing company’s stock after selling 13,940 shares during the quarter. LGT […]

LGT Fund Management Co Ltd. raised its position in shares of Bank of America Corporation (NYSE:BAC) by 22.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 183,690 shares of the financial services provider’s stock after buying an additional 33,941 shares during the quarter. […]

Sequoia Financial Advisors LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 54,101 shares of the healthcare conglomerate’s stock after selling 3,600 shares during the quarter. Sequoia Financial […]

LGT Fund Management Co Ltd. grew its position in American Tower Corporation (NYSE:AMT – Free Report) by 359.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 64,986 shares of the real estate investment trust’s stock after purchasing an additional 50,834 shares during the period. LGT […]

Sequoia Financial Advisors LLC lifted its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 8.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 144,907 shares of the utilities provider’s stock after buying an additional 11,844 shares […]

Rossmore Private Capital boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 30.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,291 shares of the company’s stock after acquiring an additional 2,167 shares during the […]

Sequoia Financial Advisors LLC lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 19.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 55,108 shares of the semiconductor company’s stock after acquiring an additional 9,163 shares during the quarter. Sequoia […]

Carnegie Investment Counsel lessened its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.1% in the first quarter, according to its most recent filing with the SEC. The firm owned 35,842 shares of the retailer’s stock after selling 752 shares during the quarter. Carnegie Investment Counsel’s holdings in Costco Wholesale were […]

Carnegie Investment Counsel cut its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 14.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 165,653 shares of the manufacturing equipment provider’s stock after selling 28,792 shares during the period. Applied Materials comprises about 1.1% of Carnegie Investment Counsel’s portfolio, making the stock its 15th […]

LGT Fund Management Co Ltd. acquired a new stake in Verizon Communications Inc. (NYSE:VZ – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 101,510 shares of the cell phone carrier’s stock, valued at approximately $5,096,000. A number of other hedge funds also recently added to or reduced their stakes in […]

Carnegie Investment Counsel cut its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 4.3% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 87,513 shares of the railroad operator’s stock after selling 3,893 shares during the quarter. Carnegie Investment Counsel’s holdings in Union Pacific were worth $21,232,000 at the end of the […]

Welch & Forbes LLC lessened its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.6% during the 1st quarter, Holdings Channel reports. The fund owned 161,366 shares of the retailer’s stock after selling 979 shares during the quarter. Costco Wholesale comprises 2.1% of Welch & Forbes LLC’s portfolio, making the stock […]

International Assets Investment Management LLC raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% during the first quarter, Holdings Channel.com reports. The fund owned 62,394 shares of the exchange traded fund’s stock after buying an additional 1,676 shares during the period. Invesco QQQ accounts for approximately 0.9% of International Assets […]

LGT Fund Management Co Ltd. purchased a new stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 23,188 shares of the semiconductor company’s stock, valued at approximately $4,502,000. Other hedge funds have also […]

Markel Group Inc. increased its holdings in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 17.8% in the first quarter, Holdings Channel reports. The fund owned 59,500 shares of the transportation company’s stock after purchasing an additional 9,000 shares during the quarter. Markel Group Inc.’s holdings in Canadian Pacific Kansas City were […]

Pittenger & Anderson Inc. lowered its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 13.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,308 shares of the railroad operator’s stock after selling 1,827 shares during the quarter. […]

Valmark Advisers Inc. decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 48.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 127,735 shares of the company’s stock after selling 119,641 shares […]

UNIVEST FINANCIAL Corp boosted its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 1.3% in the first quarter, HoldingsChannel.com reports. The fund owned 2,129,230 shares of the company’s stock after purchasing an additional 26,520 shares during the period. Vanguard Total International Stock ETF makes up about 9.2% of UNIVEST […]

Seaside Wealth Management Inc. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 355,403 shares of the company’s stock after buying an additional 7,059 shares during the quarter. Vanguard […]

Sequoia Financial Advisors LLC raised its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 8.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 51,107 shares of the manufacturing equipment provider’s stock after acquiring an additional 3,995 shares during the period. Sequoia Financial […]

LGT Fund Management Co Ltd. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 526.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,494 shares of the healthcare conglomerate’s stock after purchasing an additional […]

Diversify Wealth Management LLC grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 142.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 17,158 shares of the company’s stock after purchasing an additional 10,092 shares during the period. Diversify Wealth Management […]

Midwest Trust Co boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 101,256 shares of the company’s stock after purchasing an additional 4,027 shares during the period. Midwest Trust Co’s holdings in iShares Core S&P 500 ETF were […]

Luminvest Wealth Management LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 75,005 shares of the company’s stock after purchasing an additional 7,808 shares during the […]

Diversify Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 127.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 101,415 shares of the company’s stock after purchasing an additional 56,816 […]

International Assets Investment Management LLC cut its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 39,534 shares of the company’s stock after selling 1,956 shares during the […]

Summit Financial Strategies Inc. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.5% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 167,655 shares of the company’s stock after purchasing an additional 19,904 shares during the quarter. iShares Core […]

Trifecta Capital Advisors LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 14.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 326,526 shares of the company’s stock after acquiring an additional 40,416 shares during the period. iShares Core S&P […]

International Assets Investment Management LLC raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 50.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,749 shares of the exchange traded fund’s stock after acquiring […]

S. R. Schill & Associates lessened its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 245,596 shares of the company’s stock after selling 5,504 shares during the quarter. iShares Core […]

International Assets Investment Management LLC raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 38.7% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 40,304 shares of the company’s stock after purchasing an additional 11,256 […]

Pittenger & Anderson Inc. grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 455,631 shares of the company’s stock after acquiring an additional 14,531 shares during the quarter. […]