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Dynamic Advisor Solutions LLC Buys 557 Shares of Oracle Co. (NYSE:ORCL)
Dynamic Advisor Solutions LLC lifted its stake in Oracle Co. (NYSE:ORCL – Free Report) by 3.6% during the first quarter, HoldingsChannel.com reports. The firm owned 16,131 shares of the enterprise software provider’s stock... More of this article »
Elevation Point Wealth Partners LLC Trims Position in ServiceNow, Inc. (NYSE:NOW)
Elevation Point Wealth Partners LLC decreased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 44.8% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 448 shares... More of this article »
Brighton Jones LLC Cuts Holdings in Kimberly-Clark Co. (NYSE:KMB)
Brighton Jones LLC reduced its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 6.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Asio Capital LLC Has $13.51 Million Holdings in Meta Platforms, Inc. (NASDAQ:META)
Asio Capital LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Fortis Advisors LLC Buys 75 Shares of Meta Platforms, Inc. (NASDAQ:META)
Fortis Advisors LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 884 shares of the social networking company’s... More of this article »
Sound Income Strategies LLC Grows Stock Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Sound Income Strategies LLC lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 190.0% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Bouvel Investment Partners LLC Sells 81 Shares of Meta Platforms, Inc. (NASDAQ:META)
Bouvel Investment Partners LLC decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.8% during the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Eaton Co. plc (NYSE:ETN) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 4.6% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Sfm LLC Acquires New Stake in Alphabet Inc. (NASDAQ:GOOGL)
Sfm LLC acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the first quarter, HoldingsChannel reports. The firm acquired 24,451 shares of the information services provider’s stock, valued at... More of this article »
Brighton Jones LLC Buys 798 Shares of Ameriprise Financial, Inc. (NYSE:AMP)
Brighton Jones LLC increased its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 102.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Optas LLC Buys 283 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Optas LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.2% during the first quarter, HoldingsChannel.com reports. The firm owned 126,279 shares of the information services provider’s stock... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Bouvel Investment Partners LLC
Bouvel Investment Partners LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Brighton Jones LLC Buys 8,232 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Brighton Jones LLC grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 118,562... More of this article »
D Orazio & Associates Inc. Sells 832 Shares of Alphabet Inc. (NASDAQ:GOOGL)
D Orazio & Associates Inc. lowered its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,748... More of this article »
Cornell Pochily Investment Advisors Inc. Has $2.32 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)
Cornell Pochily Investment Advisors Inc. increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Elevation Point Wealth Partners LLC Trims Stake in General Mills, Inc. (NYSE:GIS)
Elevation Point Wealth Partners LLC reduced its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 9.8% in the first quarter, Holdings Channel reports. The institutional investor owned 5,402 shares of the... More of this article »
Brighton Jones LLC Grows Stock Position in Eaton Co. plc (NYSE:ETN)
Brighton Jones LLC grew its position in Eaton Co. plc (NYSE:ETN – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Elevation Point Wealth Partners LLC Purchases 239 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Elevation Point Wealth Partners LLC lifted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 12.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Optas LLC Acquires Shares of 1,413 3M (NYSE:MMM)
Optas LLC acquired a new stake in 3M (NYSE:MMM – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm acquired 1,413 shares of the conglomerate’s stock, valued at approximately... More of this article »
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Bought by Sound Income Strategies LLC
Sound Income Strategies LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 38.8% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Exchange Traded Concepts LLC Has $2.82 Million Position in BlackRock, Inc. (NYSE:BLK)
Exchange Traded Concepts LLC cut its stake in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 32.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,976 shares... More of this article »
The Progressive Co. (NYSE:PGR) Shares Bought by Brighton Jones LLC
Brighton Jones LLC grew its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 16.9% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Fair Isaac Co. (NYSE:FICO) Shares Purchased by Brighton Jones LLC
Brighton Jones LLC increased its holdings in shares of Fair Isaac Co. (NYSE:FICO – Free Report) by 1.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »