Dai ichi Life Insurance Company Ltd lessened its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 16.9% in the third quarter, Holdings Channel reports. The institutional investor owned 5,911 shares of the industrial products company’s stock after selling 1,200 shares during the period. Dai ichi Life Insurance Company Ltd’s holdings in […]

Korea Investment CORP lowered its stake in Snap Inc. (NYSE:SNAP – Free Report) by 41.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 142,479 shares of the company’s stock after selling 100,406 shares during the quarter. Korea Investment CORP’s holdings in […]

Koshinski Asset Management Inc. cut its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 25.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,857 shares of the exchange traded fund’s stock after selling 11,120 shares during the period. […]

InTrack Investment Management Inc cut its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 41.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,950 shares of the entertainment giant’s stock after selling 3,554 shares during the period. InTrack […]

TD Asset Management Inc lessened its position in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,081,735 shares of the company’s stock after selling 23,504 shares during the period. TD Asset […]

AlphaCentric Advisors LLC acquired a new stake in Universal Health Services, Inc. (NYSE:UHS – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 499 shares of the health services provider’s stock, valued at approximately $92,000. Other large investors also recently bought and sold shares of the company. Bank of New York Mellon Corp […]

Atria Wealth Solutions Inc. trimmed its position in Abbott Laboratories (NYSE:ABT – Free Report) by 4.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 74,211 shares of the healthcare product maker’s stock after selling 3,290 shares during the period. […]

Sectoral Asset Management Inc. purchased a new stake in Acelyrin, Inc. (NASDAQ:SLRN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 325,549 shares of the company’s stock, valued at approximately $2,429,000. Sectoral Asset Management Inc. owned 0.33% […]

Shares of Edison International (NYSE:EIX – Get Free Report) have been given an average recommendation of “Hold” by the eleven brokerages that are covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, four have assigned a hold recommendation and six have given a buy recommendation to the company. […]

Cidel Asset Management Inc. purchased a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 14,300 shares of the financial services provider’s stock, valued at approximately $811,000. Other hedge funds and other […]

International Assets Investment Management LLC trimmed its holdings in New York Community Bancorp, Inc. (NYSE:NYCB – Free Report) by 36.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,187 shares of the financial services provider’s stock after selling 20,521 shares during the quarter. […]

AlphaStar Capital Management LLC acquired a new stake in Dominion Energy, Inc. (NYSE:D – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,393 shares of the utilities provider’s stock, valued at approximately $418,000. Other large investors have also bought […]

Barometer Capital Management Inc. cut its holdings in shares of Vulcan Materials (NYSE:VMC – Free Report) by 4.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,800 shares of the construction company’s stock after selling 400 shares during the period. Barometer Capital Management […]

Prudent Investors Network Inc. purchased a new position in shares of Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE:NBXG – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 12,425 shares of the company’s stock, valued at approximately $146,000. Several […]

Epoch Investment Partners Inc. lowered its stake in Revvity, Inc. (NYSE:RVTY – Free Report) by 12.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,021 shares of the company’s stock after selling 291 shares during the quarter. Epoch Investment Partners Inc.’s holdings […]

Signature Estate & Investment Advisors LLC acquired a new position in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 67,610 shares of the company’s stock, valued at approximately […]

Synchronoss Technologies, Inc. (NASDAQ:SNCR – Get Free Report) major shareholder B. Riley Financial, Inc. sold 9,819 shares of the stock in a transaction that occurred on Friday, August 23rd. The shares were sold at an average price of $12.82, for a total value of $125,879.58. Following the transaction, the insider now owns 1,026,712 shares of […]

Rational Advisors LLC grew its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 139.8% in the 2nd quarter, HoldingsChannel reports. The firm owned 434 shares of the investment management company’s stock after acquiring an additional 253 shares during the quarter. Rational Advisors LLC’s holdings in The Goldman Sachs Group […]

Cozad Asset Management Inc. reduced its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 83,529 shares of the company’s stock after selling 193 shares during the quarter. Vanguard […]

Redmile Group LLC reduced its holdings in shares of Gritstone bio, Inc. (NASDAQ:GRTS – Free Report) by 2.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,755,075 shares of the company’s stock after selling 117,530 shares during the quarter. Redmile Group LLC owned […]

North Ridge Wealth Advisors Inc. grew its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 3.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 121,336 shares of the company’s stock after buying an additional 3,941 shares […]

Bfsg LLC boosted its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 11.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,441 shares of the transportation company’s stock after acquiring an additional 1,628 shares during […]

Carnegie Capital Asset Management LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 26.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,223 shares of the transportation company’s stock after selling 7,140 shares during the quarter. Carnegie Capital Asset […]

Walkner Condon Financial Advisors LLC cut its stake in shares of Ferrari (NYSE:RACE – Free Report) by 29.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 500 shares of the company’s stock after selling 208 shares during the period. Walkner […]

Vectors Research Management LLC cut its stake in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 7.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,165 shares of the real estate investment trust’s stock after selling 1,430 shares during the […]

TD Asset Management Inc cut its holdings in BlackRock, Inc. (NYSE:BLK – Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,324 shares of the asset manager’s stock after selling 2,885 shares during the period. TD Asset […]

Legato Capital Management LLC lifted its stake in Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 39,415 shares of the financial services provider’s stock after acquiring an additional 305 shares during […]

Legend Financial Advisors Inc. lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.5% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 51,242 shares of the company’s stock after buying an additional 748 shares during the quarter. Vanguard Mid-Cap […]

Aaron Wealth Advisors LLC lifted its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 22.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,231 shares of the asset manager’s stock after acquiring an additional 587 shares […]

Signature Estate & Investment Advisors LLC purchased a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the 2nd quarter, Holdings Channel reports. The fund purchased 1,632 shares of the transportation company’s stock, valued at approximately $223,000. Several other hedge funds also recently modified their holdings of the stock. GUNN […]

Bank of Stockton grew its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 58.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,451 shares of the CRM provider’s stock after acquiring an additional 538 shares during the […]

Franklin Resources Inc. raised its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 6.7% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 100,678 shares of the exchange traded fund’s stock after acquiring an additional 6,312 shares during the quarter. Franklin Resources Inc.’s […]

Mn Services Vermogensbeheer B.V. reduced its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 810,928 shares of the utilities provider’s stock after selling 18,500 shares during the period. […]

Ipswich Investment Management Co. Inc. reduced its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 10.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,841 shares of the biopharmaceutical company’s stock after selling 2,601 shares during the period. Ipswich Investment […]

Hills Bank & Trust Co grew its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 0.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 70,622 shares of the biopharmaceutical company’s stock after acquiring an additional 531 shares during the quarter. […]

Industrial Alliance Investment Management Inc. raised its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 3.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 640 shares of the asset manager’s stock after purchasing an additional 20 shares during the period. Industrial Alliance Investment […]

Rational Advisors LLC decreased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 73.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 820 shares of the home improvement retailer’s stock after selling 2,216 shares during the quarter. Rational Advisors LLC’s […]

Worth Financial Advisory Group LLC increased its stake in Walmart Inc. (NYSE:WMT – Free Report) by 5.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,005 shares of the retailer’s stock after purchasing an additional 447 shares during the quarter. Worth Financial […]

Tempus Wealth Planning LLC trimmed its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 33,532 shares of the cell phone carrier’s stock after selling 2,431 shares during the quarter. Tempus Wealth Planning […]

Epoch Investment Partners Inc. decreased its position in shares of MGM Resorts International (NYSE:MGM – Free Report) by 8.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,423 shares of the company’s stock after selling 1,049 shares during the quarter. Epoch Investment Partners […]

Mawer Investment Management Ltd. decreased its holdings in CSW Industrials, Inc. (NASDAQ:CSWI – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,504 shares of the basic materials company’s stock after selling 4,447 shares during the quarter. Mawer Investment Management […]

Procore Technologies, Inc. (NYSE:PCOR – Get Free Report) CFO Howard Fu sold 7,922 shares of the business’s stock in a transaction dated Thursday, August 22nd. The shares were sold at an average price of $59.14, for a total value of $468,507.08. Following the transaction, the chief financial officer now owns 173,497 shares in the company, […]

High Falls Advisors Inc decreased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 32.7% during the first quarter, Holdings Channel reports. The firm owned 1,487 shares of the company’s stock after selling 721 shares during the quarter. High Falls Advisors Inc’s holdings in Procter & Gamble were worth […]

Cohen Investment Advisors LLC lowered its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,136 shares of the information technology services provider’s stock after selling 124 shares during the quarter. ServiceNow comprises […]

Atria Wealth Solutions Inc. lessened its holdings in shares of Global Net Lease, Inc. (NYSE:GNL – Free Report) by 2.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 425,161 shares of the financial services provider’s stock after selling 12,898 shares during the quarter. Atria […]

Axiom Financial Strategies LLC trimmed its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 57.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 74,481 shares of the exchange traded fund’s stock after selling 99,853 shares during the period. iShares […]

Conning Inc. increased its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 6.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,909 shares of the company’s stock after acquiring an additional 118 shares during the quarter. Conning Inc.’s […]

Wedgewood Investors Inc. PA bought a new stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 3,192 shares of the home improvement retailer’s stock, valued at approximately $1,099,000. Home Depot accounts for about 1.3% of Wedgewood Investors Inc. PA’s portfolio, making the stock […]

4Thought Financial Group Inc. boosted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 4.2% during the third quarter, Holdings Channel reports. The fund owned 127,021 shares of the exchange traded fund’s stock after acquiring an additional 5,155 shares during the period. Vanguard FTSE Emerging Markets ETF makes up […]

FAS Wealth Partners Inc. decreased its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 2.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,159 shares of the company’s stock after selling 236 shares during the […]