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Image for Mayflower Financial Advisors LLC Purchases 1,395 Shares of Meta Platforms, Inc. (NASDAQ:META)

Mayflower Financial Advisors LLC Purchases 1,395 Shares of Meta Platforms, Inc. (NASDAQ:META)

Mayflower Financial Advisors LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) by 16.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for J2 Capital Management Inc Sells 1,743 Shares of The Kroger Co. (NYSE:KR)

J2 Capital Management Inc Sells 1,743 Shares of The Kroger Co. (NYSE:KR)

J2 Capital Management Inc decreased its holdings in The Kroger Co. (NYSE:KR – Get Rating) by 21.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for HighTower Trust Services LTA Sells 1,494 Shares of Lockheed Martin Co. (NYSE:LMT)

HighTower Trust Services LTA Sells 1,494 Shares of Lockheed Martin Co. (NYSE:LMT)

HighTower Trust Services LTA lessened its holdings in Lockheed Martin Co. (NYSE:LMT – Get Rating) by 21.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Private Capital Group LLC Reduces Position in Devon Energy Co. (NYSE:DVN)

Private Capital Group LLC Reduces Position in Devon Energy Co. (NYSE:DVN)

Private Capital Group LLC cut its stake in Devon Energy Co. (NYSE:DVN – Get Rating) by 20.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Prologis, Inc. (NYSE:PLD) Stake Lessened by HighTower Trust Services LTA

Prologis, Inc. (NYSE:PLD) Stake Lessened by HighTower Trust Services LTA

HighTower Trust Services LTA trimmed its position in shares of Prologis, Inc. (NYSE:PLD – Get Rating) by 1.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for HighTower Trust Services LTA Has $9 Million Stake in Comcast Co. (NASDAQ:CMCSA)

HighTower Trust Services LTA Has $9 Million Stake in Comcast Co. (NASDAQ:CMCSA)

HighTower Trust Services LTA increased its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 0.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for HighTower Trust Services LTA Purchases 5,446 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

HighTower Trust Services LTA Purchases 5,446 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

HighTower Trust Services LTA increased its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Get Rating) by 44.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for West Pharmaceutical Services, Inc. (NYSE:WST) Shares Acquired by Oregon Public Employees Retirement Fund

West Pharmaceutical Services, Inc. (NYSE:WST) Shares Acquired by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund increased its holdings in West Pharmaceutical Services, Inc. (NYSE:WST – Get Rating) by 0.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for Asset Dedication LLC Makes New Investment in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Asset Dedication LLC Makes New Investment in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Asset Dedication LLC acquired a new position in shares of JPMorgan Ultra-Short Income ETF (BATS:JPST – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Empowered Funds LLC Boosts Stock Position in KKR & Co. Inc. (NYSE:KKR)

Empowered Funds LLC Boosts Stock Position in KKR & Co. Inc. (NYSE:KKR)

Empowered Funds LLC lifted its holdings in KKR & Co. Inc. (NYSE:KKR – Get Rating) by 35.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,059... More of this article »
Image for Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Sold by Berkshire Bank

Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Sold by Berkshire Bank

Berkshire Bank lessened its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Get Rating) by 21.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Zurcher Kantonalbank Zurich Cantonalbank Boosts Holdings in Simon Property Group, Inc. (NYSE:SPG)

Zurcher Kantonalbank Zurich Cantonalbank Boosts Holdings in Simon Property Group, Inc. (NYSE:SPG)

Zurcher Kantonalbank Zurich Cantonalbank lifted its holdings in Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 9.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Mayflower Financial Advisors LLC Raises Stock Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Mayflower Financial Advisors LLC Raises Stock Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Mayflower Financial Advisors LLC increased its stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Get Rating) by 69.7% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for The Mosaic Company (NYSE:MOS) Shares Sold by J2 Capital Management Inc

The Mosaic Company (NYSE:MOS) Shares Sold by J2 Capital Management Inc

J2 Capital Management Inc lowered its stake in shares of The Mosaic Company (NYSE:MOS – Get Rating) by 42.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for J2 Capital Management Inc Purchases 52 Shares of Cummins Inc. (NYSE:CMI)

J2 Capital Management Inc Purchases 52 Shares of Cummins Inc. (NYSE:CMI)

J2 Capital Management Inc increased its stake in Cummins Inc. (NYSE:CMI – Get Rating) by 5.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,030 shares of the... More of this article »
Image for J2 Capital Management Inc Has $470,000 Stake in The Hershey Company (NYSE:HSY)

J2 Capital Management Inc Has $470,000 Stake in The Hershey Company (NYSE:HSY)

J2 Capital Management Inc decreased its holdings in The Hershey Company (NYSE:HSY – Get Rating) by 4.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for J2 Capital Management Inc Grows Stock Position in Phillips 66 (NYSE:PSX)

J2 Capital Management Inc Grows Stock Position in Phillips 66 (NYSE:PSX)

J2 Capital Management Inc lifted its stake in shares of Phillips 66 (NYSE:PSX – Get Rating) by 3.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Position Increased by J2 Capital Management Inc

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Position Increased by J2 Capital Management Inc

J2 Capital Management Inc raised its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Get Rating) by 2.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Huntington Bancshares Incorporated (NASDAQ:HBAN) Shares Sold by J2 Capital Management Inc

Huntington Bancshares Incorporated (NASDAQ:HBAN) Shares Sold by J2 Capital Management Inc

J2 Capital Management Inc lessened its position in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Get Rating) by 8.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Mayflower Financial Advisors LLC Has $12.08 Million Stock Position in Altria Group, Inc. (NYSE:MO)

Mayflower Financial Advisors LLC Has $12.08 Million Stock Position in Altria Group, Inc. (NYSE:MO)

Mayflower Financial Advisors LLC raised its stake in Altria Group, Inc. (NYSE:MO – Get Rating) by 13.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for HighTower Trust Services LTA Has $4.74 Million Stake in The Progressive Co. (NYSE:PGR)

HighTower Trust Services LTA Has $4.74 Million Stake in The Progressive Co. (NYSE:PGR)

HighTower Trust Services LTA lowered its stake in shares of The Progressive Co. (NYSE:PGR – Get Rating) by 32.3% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 41,559 shares of the... More of this article »
Image for EOG Resources, Inc. (NYSE:EOG) Shares Sold by HighTower Trust Services LTA

EOG Resources, Inc. (NYSE:EOG) Shares Sold by HighTower Trust Services LTA

HighTower Trust Services LTA lowered its holdings in shares of EOG Resources, Inc. (NYSE:EOG – Get Rating) by 1.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for HighTower Trust Services LTA Has $25.58 Million Stock Holdings in Blackstone Inc. (NYSE:BX)

HighTower Trust Services LTA Has $25.58 Million Stock Holdings in Blackstone Inc. (NYSE:BX)

HighTower Trust Services LTA raised its holdings in Blackstone Inc. (NYSE:BX – Get Rating) by 0.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 201,496... More of this article »
Image for Flagship Private Wealth LLC Trims Stock Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Flagship Private Wealth LLC Trims Stock Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Flagship Private Wealth LLC decreased its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) by 13.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Oregon Public Employees Retirement Fund Has $11.82 Million Holdings in Schlumberger Limited (NYSE:SLB)

Oregon Public Employees Retirement Fund Has $11.82 Million Holdings in Schlumberger Limited (NYSE:SLB)

Oregon Public Employees Retirement Fund grew its position in shares of Schlumberger Limited (NYSE:SLB – Get Rating) by 6.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Oregon Public Employees Retirement Fund Has $16.22 Million Stock Holdings in Northrop Grumman Co. (NYSE:NOC)

Oregon Public Employees Retirement Fund Has $16.22 Million Stock Holdings in Northrop Grumman Co. (NYSE:NOC)

Oregon Public Employees Retirement Fund trimmed its position in Northrop Grumman Co. (NYSE:NOC – Get Rating) by 7.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 40,761 Shares in Exelon Co. (NASDAQ:EXC) Acquired by Empowered Funds LLC

40,761 Shares in Exelon Co. (NASDAQ:EXC) Acquired by Empowered Funds LLC

Empowered Funds LLC acquired a new position in shares of Exelon Co. (NASDAQ:EXC – Get Rating) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Image for The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Sold by Asset Dedication LLC

The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Sold by Asset Dedication LLC

Asset Dedication LLC lowered its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Get Rating) by 1.4% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Asset Dedication LLC Sells 687 Shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Asset Dedication LLC Sells 687 Shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Asset Dedication LLC lessened its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Get Rating) by 6.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Asset Dedication LLC Has $1.16 Million Position in General Dynamics Co. (NYSE:GD)

Asset Dedication LLC Has $1.16 Million Position in General Dynamics Co. (NYSE:GD)

Asset Dedication LLC lifted its holdings in shares of General Dynamics Co. (NYSE:GD – Get Rating) by 4.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Stake Lessened by Inspire Advisors LLC

UnitedHealth Group Incorporated (NYSE:UNH) Stake Lessened by Inspire Advisors LLC

Inspire Advisors LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 6.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Eli Lilly and Company (NYSE:LLY) Shares Bought by Zhang Financial LLC

Eli Lilly and Company (NYSE:LLY) Shares Bought by Zhang Financial LLC

Zhang Financial LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY – Get Rating) by 39.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Field & Main Bank Sells 70 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Field & Main Bank Sells 70 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Field & Main Bank lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) is GFS Advisors LLC’s 8th Largest Position

PepsiCo, Inc. (NASDAQ:PEP) is GFS Advisors LLC’s 8th Largest Position

GFS Advisors LLC cut its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Palouse Capital Management Inc.

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Palouse Capital Management Inc.

Palouse Capital Management Inc. reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 2.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 6,990... More of this article »
Image for Stanley Laman Group Ltd. Buys 207 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Stanley Laman Group Ltd. Buys 207 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Stanley Laman Group Ltd. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 2.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for GFS Advisors LLC Invests $356,000 in Airbnb, Inc. (NASDAQ:ABNB)

GFS Advisors LLC Invests $356,000 in Airbnb, Inc. (NASDAQ:ABNB)

GFS Advisors LLC purchased a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Get Rating) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Stanley Laman Group Ltd. Purchases 679 Shares of Elevance Health Inc. (NYSE:ELV)

Stanley Laman Group Ltd. Purchases 679 Shares of Elevance Health Inc. (NYSE:ELV)

Stanley Laman Group Ltd. raised its position in shares of Elevance Health Inc. (NYSE:ELV – Get Rating) by 99.6% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Lindbrook Capital LLC Grows Stock Position in Colgate-Palmolive (NYSE:CL)

Lindbrook Capital LLC Grows Stock Position in Colgate-Palmolive (NYSE:CL)

Lindbrook Capital LLC boosted its stake in shares of Colgate-Palmolive (NYSE:CL – Get Rating) by 21.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,248 shares of the company’s... More of this article »
Image for Party City Holdco (NYSE:PRTY) Shares Pass Below 50-Day Moving Average of $1.75

Party City Holdco (NYSE:PRTY) Shares Pass Below 50-Day Moving Average of $1.75

Party City Holdco Inc. (NYSE:PRTY – Get Rating)’s stock price crossed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $1.75 and traded as low as $1.25. Party City... More of this article »