Axxcess Wealth Management LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 28.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,779 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,971 shares during […]

Orion Portfolio Solutions LLC lessened its position in shares of Sony Group Co. (NYSE:SONY – Free Report) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 68,260 shares of the company’s stock after selling 1,989 shares during the […]

Costco Wholesale (NASDAQ:COST – Get Free Report) was upgraded by equities research analysts at StockNews.com from a “hold” rating to a “buy” rating in a report released on Thursday. Several other research analysts have also weighed in on COST. Citigroup increased their target price on Costco Wholesale from $585.00 to $630.00 and gave the stock […]

Chinese electric car giant BYD has engaged in talks with Brazilian lithium producer Sigma Lithium to obtain materials for Electric Vehicle (EV) manufacturing, the Financial Times reported. The report cited Alexandre Baldy, BYD’s chair in Brazil, who revealed discussions about potential collaboration, be it through a supply agreement, joint venture, or acquisition.

Osborne Partners Capital Management LLC decreased its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,363 shares of the retailer’s stock after selling 210 shares during the period. Osborne Partners […]

Financial Network Wealth Management LLC purchased a new position in Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,595 shares of the transportation company’s stock, valued at approximately $200,000. Several other hedge funds […]

Greenfield Savings Bank lifted its stake in Emerson Electric Co. (NYSE:EMR – Free Report) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,883 shares of the industrial products company’s stock after purchasing an additional 255 shares during the period. Greenfield […]

BOK Financial Private Wealth Inc. lessened its holdings in Intel Co. (NASDAQ:INTC – Free Report) by 56.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,035 shares of the chip maker’s stock after selling 1,353 shares during the period. BOK Financial […]

One Charles Private Wealth Services LLC lessened its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 9,513 shares of the biopharmaceutical company’s stock after selling 853 shares during the period. One Charles Private Wealth Services LLC’s holdings in Pfizer were worth $316,000 […]

Picton Mahoney Asset Management lifted its holdings in Tenet Healthcare Co. (NYSE:THC – Free Report) by 151.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,770 shares of the company’s stock after acquiring an additional 1,670 shares during the quarter. Picton Mahoney Asset Management’s […]

Ieq Capital LLC increased its holdings in Seagate Technology Holdings plc (NASDAQ:STX – Free Report) by 13.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,142 shares of the data storage provider’s stock after purchasing an additional 3,050 shares […]

Oak Harbor Wealth Partners LLC decreased its position in Intel Co. (NASDAQ:INTC – Free Report) by 10.6% in the third quarter, HoldingsChannel.com reports. The fund owned 18,303 shares of the chip maker’s stock after selling 2,170 shares during the period. Oak Harbor Wealth Partners LLC’s holdings in Intel were worth $651,000 as of its most […]

Modera Wealth Management LLC lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 193,858 shares of the retailer’s stock after buying an additional 644 shares during the period. Modera […]

Purus Wealth Management LLC lifted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,591 shares of the retailer’s stock after acquiring an additional 660 shares during the quarter. Costco Wholesale accounts […]

Industrial Alliance Investment Management Inc. raised its position in SBA Communications Co. (NASDAQ:SBAC – Free Report) by 3.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,560 shares of the technology company’s stock after buying an additional 58 shares during the period. Industrial Alliance […]

Lazard Asset Management LLC raised its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 656.4% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 101,028 shares of the retailer’s stock after buying an additional 87,672 shares during the quarter. Lazard Asset Management LLC’s holdings in Costco […]

Hudson Value Partners LLC raised its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 7,496 shares of the retailer’s stock after buying an additional 55 shares during the quarter. Costco Wholesale accounts for approximately 2.2% of Hudson Value Partners LLC’s holdings, making […]

Spire Wealth Management reduced its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 18.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 30,224 shares of the retailer’s stock after selling 6,756 shares during the period. Costco Wholesale makes up […]

Angeles Investment Advisors LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 13.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,791 shares of the oil and gas company’s stock after selling 442 shares during the quarter. […]

Icon Wealth Advisors LLC lessened its position in Eaton Co. plc (NYSE:ETN – Free Report) by 4.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 15,359 shares of the industrial products company’s stock after selling 738 shares during the quarter. Icon […]

Biltmore Family Office LLC grew its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 17.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 932 shares of the retailer’s stock after purchasing an additional 138 shares during the period. […]

Nomura Asset Management Co. Ltd. lifted its holdings in shares of PACCAR Inc (NASDAQ:PCAR – Free Report) by 3.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 152,264 shares of the company’s stock after acquiring an additional 4,414 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in PACCAR were worth $12,945,000 […]

PFG Investments LLC lessened its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,949 shares of the technology company’s stock after selling 1,737 shares during […]

Allspring Global Investments Holdings LLC lifted its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 69.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 254,549 shares of the medical research company’s stock after purchasing an additional 104,533 shares during […]

Financial Network Wealth Management LLC raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,210 shares of the exchange traded fund’s stock after acquiring an additional 829 shares during the quarter. […]

Morse Asset Management Inc lifted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 28.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,321 shares of the Internet television network’s stock after buying an additional 1,189 shares during the quarter. Morse Asset Management […]

Conscious Wealth Investments LLC grew its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 101,870 shares of the biopharmaceutical company’s stock after buying an additional 437 shares during the quarter. Pfizer […]

Bay Harbor Wealth Management LLC boosted its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 14.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 591,729 shares of the company’s stock after acquiring an additional 73,003 […]

Wilbanks Smith & Thomas Asset Management LLC trimmed its holdings in shares of Intel Co. (NASDAQ:INTC – Free Report) by 2.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 68,041 shares of the chip maker’s stock after selling 1,396 shares during the quarter. Wilbanks Smith & Thomas Asset Management LLC’s holdings in Intel […]

Beach Investment Counsel Inc. PA reduced its position in Brookfield Infrastructure Co. (NASDAQ:BIPC – Free Report) by 10.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 18,781 shares of the company’s stock after selling 2,126 shares during the period. Beach Investment Counsel Inc. PA’s holdings in Brookfield […]

Mattern Capital Management LLC lifted its position in Federal Realty Investment Trust (NYSE:FRT – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 62,448 shares of the real estate investment trust’s stock after purchasing an additional 3,625 shares […]

Capstone Wealth Management Group LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 16.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,987 shares of the network equipment provider’s stock after selling 1,366 shares during the period. Capstone […]

Outlook Wealth Advisors LLC boosted its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 456 shares of the semiconductor company’s stock after buying an additional 28 shares […]

Cherry Creek Investment Advisors Inc. boosted its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 1.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 41,190 shares of the technology company’s stock after purchasing an additional 476 […]

Ashton Thomas Private Wealth LLC lifted its holdings in shares of Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 5.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 53,037 shares of the financial services provider’s stock after acquiring […]

SkyView Investment Advisors LLC lessened its stake in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 86.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 151 shares of the company’s stock after selling 980 shares during the quarter. SkyView Investment Advisors LLC’s holdings in […]

Flushing Financial Co. (NASDAQ:FFIC – Free Report) – Stock analysts at DA Davidson raised their FY2024 EPS estimates for Flushing Financial in a research report issued on Tuesday, December 26th. DA Davidson analyst M. Navas now forecasts that the bank will post earnings per share of $0.90 for the year, up from their previous estimate […]

LRI Investments LLC lifted its stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 73.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 187 shares of the transportation company’s stock after purchasing an additional 79 shares […]

Lyell Wealth Management LP lowered its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 26,446 shares of the retailer’s stock after selling 264 shares during the quarter. Costco Wholesale accounts for […]

Catalyst Capital Advisors LLC decreased its holdings in shares of Amphenol Co. (NYSE:APH – Free Report) by 9.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,445 shares of the electronics maker’s stock after selling 3,920 shares during the quarter. Catalyst Capital Advisors LLC’s […]

Los Angeles Capital Management LLC decreased its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 85.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 203,824 shares of the software maker’s stock after selling 1,178,547 shares during the quarter. Los Angeles Capital Management LLC’s […]

Los Angeles Capital Management LLC boosted its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 45.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 286,461 shares of the enterprise software provider’s stock after acquiring an additional 89,295 shares during the […]

Oak Ridge Investments LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 4.7% during the third quarter, Holdings Channel.com reports. The firm owned 47,489 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,127 shares during the period. Oak Ridge Investments LLC’s holdings in Advanced Micro Devices were worth […]

Essex Investment Management Co. LLC lessened its stake in shares of AtriCure, Inc. (NASDAQ:ATRC – Free Report) by 0.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,907 shares of the medical device company’s stock after selling 372 shares during the period. Essex […]

Corient Private Wealth LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 791,974 shares of the social networking company’s stock after acquiring an additional 31,806 shares […]

ETRACS 2xMonthly Leveraged Wells Fargo Diversified Business Development Company Index ETN Series B (NYSEARCA:BDCY – Get Free Report) shares fell 0.6% during trading on Tuesday . The stock traded as low as $9.73 and last traded at $9.74. 18,400 shares changed hands during mid-day trading, an increase of 168% from the average session volume of […]

RBA Wealth Management LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 80,044 shares of the network equipment provider’s stock after acquiring an additional 3,039 shares during […]

Parcion Private Wealth LLC raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 18.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,232 shares of the company’s stock after buying an additional 3,734 shares during the period. Parcion Private […]

Evanson Asset Management LLC lessened its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 837 shares of the retailer’s stock after selling 65 shares during the quarter. Evanson Asset […]

Exencial Wealth Advisors LLC reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 18.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 16,449 shares of the semiconductor company’s stock after selling 3,822 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Texas Instruments were worth $2,616,000 […]