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Frank Rimerman Advisors LLC Has $556,000 Stock Position in Phillips 66 (NYSE:PSX)
Frank Rimerman Advisors LLC lifted its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 18.4% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,501 shares... More of this article »
KLA Corporation (NASDAQ:KLAC) Shares Sold by Meridian Wealth Management LLC
Meridian Wealth Management LLC lowered its position in KLA Corporation (NASDAQ:KLAC – Free Report) by 0.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Sold by Houlihan Financial Resource Group Ltd.
Houlihan Financial Resource Group Ltd. lowered its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 1.5% during the first quarter, according to its most recent Form 13F filing with the... More of this article »
AIA Group Ltd Sells 820 Shares of S&P Global Inc. (NYSE:SPGI)
AIA Group Ltd trimmed its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 6.5% during the first quarter, HoldingsChannel reports. The firm owned 11,742 shares of the business services provider’s... More of this article »
Top Hydrogen Stocks Worth Watching – August 8th
Exxon Mobil, NuScale Power, and CF Industries are the three Hydrogen stocks to watch today, according to MarketBeat’s stock screener tool. Hydrogen stocks are shares of companies involved in the production, storage, distribution... More of this article »
Kohmann Bosshard Financial Services LLC Boosts Stock Holdings in iShares Core High Dividend ETF (NYSEARCA:HDV)
Kohmann Bosshard Financial Services LLC raised its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Maia Wealth LLC
Maia Wealth LLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,123... More of this article »
Nuveen LLC Buys Shares of 1,185,147 Illinois Tool Works Inc. (NYSE:ITW)
Nuveen LLC acquired a new position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Nuveen LLC Buys Shares of 1,544,058 Atlassian Corporation PLC (NASDAQ:TEAM)
Nuveen LLC bought a new stake in shares of Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 1,544,058 shares... More of this article »
Townsquare Capital LLC Buys 7,386 Shares of LyondellBasell Industries N.V. (NYSE:LYB)
Townsquare Capital LLC raised its stake in LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 15.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ballast Inc. Reduces Stock Position in Tesla, Inc. (NASDAQ:TSLA)
Ballast Inc. cut its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 11.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
15,956 Shares in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Bought by Blueprint Financial Advisors LLC
Blueprint Financial Advisors LLC bought a new position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Shade Tree Advisors LLC Purchases 231 Shares of Vanguard Total Bond Market ETF (NASDAQ:BND)
Shade Tree Advisors LLC lifted its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Longfellow Investment Management Co. LLC Sells 1,342 Shares of AbbVie Inc. (NYSE:ABBV)
Longfellow Investment Management Co. LLC cut its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 25.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Invesco Ltd. Purchases 1,592,057 Shares of Nasdaq, Inc. (NASDAQ:NDAQ)
Invesco Ltd. lifted its position in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 40.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Johnson & Johnson (NYSE:JNJ) Shares Purchased by AGF Management Ltd.
AGF Management Ltd. increased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Independent Advisor Alliance Sells 110 Shares of CrowdStrike (NASDAQ:CRWD)
Independent Advisor Alliance trimmed its position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 0.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 16,122 shares of the company’s stock after... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by Meridian Wealth Management LLC
Meridian Wealth Management LLC raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.4% during the 1st quarter, Holdings Channel reports. The firm owned 55,291 shares of the company’s stock after buying... More of this article »
JPMorgan Chase & Co. Buys 1,743,945 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)
JPMorgan Chase & Co. increased its stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 30.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Connor Clark & Lunn Investment Management Ltd. Buys 144,187 Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)
Connor Clark & Lunn Investment Management Ltd. lifted its stake in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 505.5% in the first quarter, according to the company in its most recent filing with... More of this article »
Trust Asset Management LLC Sells 314 Shares of Cigna Group (NYSE:CI)
Trust Asset Management LLC trimmed its holdings in Cigna Group (NYSE:CI – Free Report) by 8.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Motley Fool Asset Management LLC Grows Stake in Uber Technologies, Inc. (NYSE:UBER)
Motley Fool Asset Management LLC grew its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 1.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 97,173... More of this article »
Capital Planning Advisors LLC Sells 130 Shares of Parker-Hannifin Corporation (NYSE:PH)
Capital Planning Advisors LLC lessened its holdings in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 3.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
WP Advisors LLC Sells 115 Shares of Tesla, Inc. (NASDAQ:TSLA)
WP Advisors LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Corpay (NYSE:CPAY) Given a $356.00 Price Target at Morgan Stanley
Corpay (NYSE:CPAY – Get Free Report) has been given a $356.00 price objective by investment analysts at Morgan Stanley in a research report issued to clients and investors on Monday, Marketbeat Ratings reports. The brokerage... More of this article »
Dillon & Associates Inc. Sells 109 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
Dillon & Associates Inc. lessened its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 0.2% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cove Private Wealth LLC Buys 518 Shares of McDonald’s Corporation (NYSE:MCD)
Cove Private Wealth LLC lifted its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 19.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Linscomb Wealth Inc. Decreases Stock Position in Emerson Electric Co. (NYSE:EMR)
Linscomb Wealth Inc. cut its stake in Emerson Electric Co. (NYSE:EMR – Free Report) by 1.1% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 34,966 shares... More of this article »
King Luther Capital Management Corp Lowers Holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC)
King Luther Capital Management Corp lowered its holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 5.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Benjamin Edwards Inc. Acquires 430 Shares of Carrier Global Corporation (NYSE:CARR)
Benjamin Edwards Inc. lifted its holdings in Carrier Global Corporation (NYSE:CARR – Free Report) by 0.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cooper Financial Group Grows Stock Position in Autodesk, Inc. (NASDAQ:ADSK)
Cooper Financial Group increased its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 12.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Mustard Seed Financial LLC Has $534,000 Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Mustard Seed Financial LLC boosted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.6% in the 1st quarter, HoldingsChannel.com reports. The firm owned 10,507 shares of the company’s... More of this article »
Staley Capital Advisers Inc. Cuts Position in Liquidity Services, Inc. (NASDAQ:LQDT)
Staley Capital Advisers Inc. lessened its holdings in Liquidity Services, Inc. (NASDAQ:LQDT – Free Report) by 27.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Longfellow Investment Management Co. LLC Decreases Stock Position in UGI Corporation (NYSE:UGI)
Longfellow Investment Management Co. LLC lowered its stake in UGI Corporation (NYSE:UGI – Free Report) by 50.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Virtu Financial LLC Acquires 2,953 Shares of Corpay, Inc. (NYSE:CPAY)
Virtu Financial LLC grew its holdings in Corpay, Inc. (NYSE:CPAY – Free Report) by 159.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
5,786 Shares in Rockwell Automation, Inc. (NYSE:ROK) Acquired by Virtu Financial LLC
Virtu Financial LLC bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Mizuho Securities USA LLC Sells 8,479 Shares of General Mills, Inc. (NYSE:GIS)
Mizuho Securities USA LLC decreased its position in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 16.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Financial Engines Advisors L.L.C. Has $5.34 Million Stock Holdings in Dimensional International High Profitability ETF (BATS:DIHP)
Financial Engines Advisors L.L.C. reduced its stake in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 0.5% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
AIA Group Ltd Increases Stock Position in ConocoPhillips (NYSE:COP)
AIA Group Ltd raised its holdings in ConocoPhillips (NYSE:COP – Free Report) by 100.0% during the first quarter, Holdings Channel.com reports. The firm owned 41,263 shares of the energy producer’s stock after purchasing... More of this article »
AIA Group Ltd Sells 24,952 Shares of Sea Limited Sponsored ADR (NYSE:SE)
AIA Group Ltd lowered its position in Sea Limited Sponsored ADR (NYSE:SE – Free Report) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Frank Rimerman Advisors LLC Has $494,000 Stake in Healthpeak Properties, Inc. (NYSE:DOC)
Frank Rimerman Advisors LLC decreased its stake in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 17.0% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 24,428 shares of the real... More of this article »
KKR & Co. Inc. (NYSE:KKR) Shares Sold by Frank Rimerman Advisors LLC
Frank Rimerman Advisors LLC cut its position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 37.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Crown Castle Inc. (NYSE:CCI) Shares Sold by Frank Rimerman Advisors LLC
Frank Rimerman Advisors LLC trimmed its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 57.9% in the 1st quarter, HoldingsChannel.com reports. The fund owned 3,736 shares of the real estate investment trust’s... More of this article »
Frank Rimerman Advisors LLC Has $438,000 Stake in Martin Marietta Materials, Inc. (NYSE:MLM)
Frank Rimerman Advisors LLC trimmed its stake in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 14.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Todd Asset Management LLC Takes $25.43 Million Position in Gen Digital Inc. (NASDAQ:GEN)
Todd Asset Management LLC bought a new stake in Gen Digital Inc. (NASDAQ:GEN – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 958,261 shares of the company’s... More of this article »
DICK’S Sporting Goods, Inc. (NYSE:DKS) Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC trimmed its holdings in DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 0.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
American Express Company (NYSE:AXP) Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC lowered its stake in shares of American Express Company (NYSE:AXP) by 35.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) Shares Acquired by Kohmann Bosshard Financial Services LLC
Kohmann Bosshard Financial Services LLC increased its position in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) by 3.9% in the first quarter, according to its most recent disclosure with the SEC. The... More of this article »