VCI Wealth Management LLC decreased its position in onsemi (NASDAQ:ON – Free Report) by 45.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,873 shares of the semiconductor company’s stock after selling 10,691 shares during the quarter. VCI Wealth Management […]

Ritholtz Wealth Management grew its holdings in Sandisk Corporation (NASDAQ:SNDK – Free Report) by 142.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,616 shares of the data storage provider’s stock after acquiring an additional 2,122 shares during the quarter. Ritholtz Wealth […]

Corient Private Wealth LLC increased its stake in Halliburton Company (NYSE:HAL – Free Report) by 13.0% during the 4th quarter, HoldingsChannel reports. The firm owned 142,423 shares of the oilfield services company’s stock after acquiring an additional 16,380 shares during the period. Corient Private Wealth LLC’s holdings in Halliburton were worth $4,026,000 as of its […]

OP Asset Management Ltd acquired a new position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 15,667 shares of the company’s stock, valued at approximately $4,645,000. Several other institutional investors […]

VCI Wealth Management LLC bought a new stake in AMETEK, Inc. (NYSE:AME – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 10,973 shares of the technology company’s stock, valued at approximately $2,352,000. AMETEK makes up about 0.7% of […]

OP Asset Management Ltd purchased a new stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) in the 1st quarter, Holdings Channel reports. The fund purchased 52,244 shares of the financial services provider’s stock, valued at approximately $5,732,000. Several other institutional investors have also recently made changes to their positions in AFL. Stephens Inc. […]

Mayfair Advisory Group LLC boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 21.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 40,209 shares of the company’s stock after purchasing an additional 6,978 shares during the quarter. Vanguard Growth ETF makes up approximately 6.1% of Mayfair Advisory Group […]

Laurel Oak Wealth Management LLC reduced its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 57.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,127 shares of the oil and gas company’s stock after selling 5,672 shares during the […]

Venturi Wealth Management LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 19.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,426 shares of the semiconductor company’s stock after buying an additional 17,401 shares […]

Welch Group LLC trimmed its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 66.6% during the first quarter, Holdings Channel.com reports. The fund owned 4,667 shares of the company’s stock after selling 9,291 shares during the quarter. Welch Group LLC’s holdings in iShares Select Dividend ETF were worth $707,000 as […]

Corient Private Wealth LLC lifted its position in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 8.3% in the fourth quarter, HoldingsChannel reports. The fund owned 66,587 shares of the company’s stock after buying an additional 5,106 shares during the period. Corient Private Wealth LLC’s holdings in US Foods were worth $5,016,000 […]

WT Wealth Management acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 4,820 shares of the company’s stock, valued at approximately $1,576,000. Other hedge funds have also added to or reduced […]

Corient Private Wealth LLC grew its position in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 60.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 24,707 shares of the technology company’s stock after buying an additional 9,270 shares during the period. Corient Private Wealth LLC’s holdings in SBA Communications were worth […]

Powers Advisory Group LLC boosted its holdings in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 21.5% during the first quarter, HoldingsChannel.com reports. The fund owned 140,730 shares of the company’s stock after acquiring an additional 24,856 shares during the period. Fidelity High Dividend ETF accounts for about 2.7% of Powers Advisory Group LLC’s […]

Corient Private Wealth LLC boosted its position in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) by 63.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,512 shares of the textile maker’s stock after purchasing an additional 4,865 shares during the period. Corient […]

Sequent Planning LLC raised its holdings in shares of Putnam Focused Large Cap Growth ETF (NYSEARCA:PGRO – Free Report) by 29.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 101,539 shares of the company’s stock after buying an additional 23,021 shares […]

Pinnacle Wealth Management Advisory Group LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 163,687 shares of the company’s stock after purchasing an additional 5,377 […]

First United Bank & Trust grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 11.7% in the first quarter, Holdings Channel.com reports. The fund owned 32,963 shares of the company’s stock after buying an additional 3,465 shares during the quarter. Vanguard Mid-Cap Value ETF comprises about 2.0% of First […]

First United Bank & Trust increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 40.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,736 shares of the company’s stock after purchasing an additional 9,646 […]

First United Bank & Trust acquired a new position in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 25,795 shares of the company’s stock, valued at approximately $1,197,000. Other hedge […]