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Image for Broadcom Inc. $AVGO Stock Holdings Reduced by Geneos Wealth Management Inc.

Broadcom Inc. $AVGO Stock Holdings Reduced by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. reduced its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Bank of New York Mellon Corp Reduces Stock Position in Broadcom Inc. $AVGO

Bank of New York Mellon Corp Reduces Stock Position in Broadcom Inc. $AVGO

Bank of New York Mellon Corp decreased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Blackhawk Capital Partners LLC Boosts Stake in Broadcom Inc. $AVGO

Blackhawk Capital Partners LLC Boosts Stake in Broadcom Inc. $AVGO

Blackhawk Capital Partners LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 37.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Has $227.96 Million Stake in Broadcom Inc. $AVGO

Harel Insurance Investments & Financial Services Ltd. Has $227.96 Million Stake in Broadcom Inc. $AVGO

Harel Insurance Investments & Financial Services Ltd. lifted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 61.4% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Avanda Investment Management Pte. Ltd. Purchases 2,760 Shares of Broadcom Inc. $AVGO

Avanda Investment Management Pte. Ltd. Purchases 2,760 Shares of Broadcom Inc. $AVGO

Avanda Investment Management Pte. Ltd. raised its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 43.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Ascent Wealth Partners LLC Reduces Position in Abbott Laboratories $ABT

Ascent Wealth Partners LLC Reduces Position in Abbott Laboratories $ABT

Ascent Wealth Partners LLC reduced its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 29.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Amazon.com, Inc. $AMZN Shares Sold by Duncker Streett & Co. Inc.

Amazon.com, Inc. $AMZN Shares Sold by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 12.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Alphabet Inc. $GOOGL Position Reduced by First National Bank & Trust Co. of Newtown

Alphabet Inc. $GOOGL Position Reduced by First National Bank & Trust Co. of Newtown

First National Bank & Trust Co. of Newtown trimmed its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 20.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Capstone Wealth Management Group LLC Cuts Stock Holdings in Amazon.com, Inc. $AMZN

Capstone Wealth Management Group LLC Cuts Stock Holdings in Amazon.com, Inc. $AMZN

Capstone Wealth Management Group LLC lowered its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 30.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Flatrock Wealth Partners LLC Makes New Investment in Amazon.com, Inc. $AMZN

Flatrock Wealth Partners LLC Makes New Investment in Amazon.com, Inc. $AMZN

Flatrock Wealth Partners LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) 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 First Horizon Corp Sells 4,036 Shares of Alphabet Inc. $GOOGL

First Horizon Corp Sells 4,036 Shares of Alphabet Inc. $GOOGL

First Horizon Corp lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for 12,555 Shares in Johnson & Johnson $JNJ Acquired by Forty three Eighteen Advisors LLC

12,555 Shares in Johnson & Johnson $JNJ Acquired by Forty three Eighteen Advisors LLC

Forty three Eighteen Advisors LLC bought a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The fund bought 12,555 shares... More of this article »
Image for Hamilton Point Investment Advisors LLC Raises Position in Johnson & Johnson $JNJ

Hamilton Point Investment Advisors LLC Raises Position in Johnson & Johnson $JNJ

Hamilton Point Investment Advisors LLC increased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Financiere des Professionnels Fonds d investissement inc. Trims Stock Position in Johnson & Johnson $JNJ

Financiere des Professionnels Fonds d investissement inc. Trims Stock Position in Johnson & Johnson $JNJ

Financiere des Professionnels Fonds d investissement inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 19.3% in the first quarter, according to the company in its most recent filing with the... More of this article »
Image for Aviance Capital Partners LLC Has $5.90 Million Holdings in Netflix, Inc. $NFLX

Aviance Capital Partners LLC Has $5.90 Million Holdings in Netflix, Inc. $NFLX

Aviance Capital Partners LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 198.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 61,342... More of this article »
Image for Assetmark Inc. Boosts Holdings in Abbott Laboratories $ABT

Assetmark Inc. Boosts Holdings in Abbott Laboratories $ABT

Assetmark Inc. grew its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 8.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for AIA Group Ltd Cuts Stock Holdings in Thermo Fisher Scientific Inc. $TMO

AIA Group Ltd Cuts Stock Holdings in Thermo Fisher Scientific Inc. $TMO

AIA Group Ltd lowered its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 6.2% 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 Gilead Sciences, Inc. $GILD Shares Sold by Allspring Global Investments Holdings LLC

Gilead Sciences, Inc. $GILD Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC decreased its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Allspring Global Investments Holdings LLC Grows Stake in The PNC Financial Services Group, Inc $PNC

Allspring Global Investments Holdings LLC Grows Stake in The PNC Financial Services Group, Inc $PNC

Allspring Global Investments Holdings LLC boosted its holdings in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 98.1% during the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for iShares U.S. Aerospace & Defense ETF $ITA Shares Sold by Geneos Wealth Management Inc.

iShares U.S. Aerospace & Defense ETF $ITA Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. reduced its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 68.1% in the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Cintas Corporation $CTAS Shares Sold by Copeland Capital Management LLC

Cintas Corporation $CTAS Shares Sold by Copeland Capital Management LLC

Copeland Capital Management LLC lessened its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 4.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Collaborative Fund Advisors LLC Makes New Investment in Microsoft Corporation $MSFT

Collaborative Fund Advisors LLC Makes New Investment in Microsoft Corporation $MSFT

Collaborative Fund Advisors LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Microsoft Corporation $MSFT Stock Position Raised by Busey Bank

Microsoft Corporation $MSFT Stock Position Raised by Busey Bank

Busey Bank lifted its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for JPMorgan Chase & Co. Issues Pessimistic Forecast for Intuitive Surgical (NASDAQ:ISRG) Stock Price

JPMorgan Chase & Co. Issues Pessimistic Forecast for Intuitive Surgical (NASDAQ:ISRG) Stock Price

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) had its price target dropped by research analysts at JPMorgan Chase & Co. from $550.00 to $450.00 in a report issued on Friday,Benzinga reports. The brokerage presently... More of this article »
Image for Dividend Assets Capital LLC Has $25.84 Million Holdings in Microsoft Corporation $MSFT

Dividend Assets Capital LLC Has $25.84 Million Holdings in Microsoft Corporation $MSFT

Dividend Assets Capital LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Johnson & Johnson $JNJ Stock Holdings Cut by Bessemer Group Inc.

Johnson & Johnson $JNJ Stock Holdings Cut by Bessemer Group Inc.

Bessemer Group Inc. lessened its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 30.0% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 542,749... More of this article »
Image for Bank of New York Mellon Corp Has $224.87 Million Stock Holdings in CF Industries Holdings, Inc. $CF

Bank of New York Mellon Corp Has $224.87 Million Stock Holdings in CF Industries Holdings, Inc. $CF

Bank of New York Mellon Corp decreased its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 15.7% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Gerald Baker Financial Group LLC Purchases New Holdings in Johnson & Johnson $JNJ

Gerald Baker Financial Group LLC Purchases New Holdings in Johnson & Johnson $JNJ

Gerald Baker Financial Group LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 17,679 shares of the... More of this article »
Image for Microsoft Corporation $MSFT Shares Bought by Bogart Wealth LLC

Microsoft Corporation $MSFT Shares Bought by Bogart Wealth LLC

Bogart Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 17.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Beacon Bank & Trust Sells 1,492 Shares of Microsoft Corporation $MSFT

Beacon Bank & Trust Sells 1,492 Shares of Microsoft Corporation $MSFT

Beacon Bank & Trust reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Hartford Funds Management Co LLC Decreases Stock Holdings in JPMorgan Chase & Co. $JPM

Hartford Funds Management Co LLC Decreases Stock Holdings in JPMorgan Chase & Co. $JPM

Hartford Funds Management Co LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 43.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for JPMorgan Chase & Co. $JPM Shares Bought by Calamos Wealth Management LLC

JPMorgan Chase & Co. $JPM Shares Bought by Calamos Wealth Management LLC

Calamos Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for JPMorgan Chase & Co. $JPM Position Increased by Calamos Advisors LLC

JPMorgan Chase & Co. $JPM Position Increased by Calamos Advisors LLC

Calamos Advisors LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Stock Position in JPMorgan Chase & Co. $JPM

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Stock Position in JPMorgan Chase & Co. $JPM

Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for JPMorgan Chase & Co. $JPM Holdings Trimmed by Bryn Mawr Trust Advisors LLC

JPMorgan Chase & Co. $JPM Holdings Trimmed by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Comparing MSCI (NYSE:MSCI) & GCM Grosvenor (NASDAQ:GCMG)

Comparing MSCI (NYSE:MSCI) & GCM Grosvenor (NASDAQ:GCMG)

MSCI (NYSE:MSCI – Get Free Report) and GCM Grosvenor (NASDAQ:GCMG – Get Free Report) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst... More of this article »
Image for Ascent Wealth Partners LLC Acquires 15,835 Shares of Netflix, Inc. $NFLX

Ascent Wealth Partners LLC Acquires 15,835 Shares of Netflix, Inc. $NFLX

Ascent Wealth Partners LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 43.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 52,030 shares of... More of this article »
Image for AIA Group Ltd Boosts Holdings in Abbott Laboratories $ABT

AIA Group Ltd Boosts Holdings in Abbott Laboratories $ABT

AIA Group Ltd grew its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 49.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Chicago Partners Investment Group LLC Buys New Stake in ManpowerGroup Inc. $MAN

Chicago Partners Investment Group LLC Buys New Stake in ManpowerGroup Inc. $MAN

Chicago Partners Investment Group LLC bought a new stake in ManpowerGroup Inc. (NYSE:MAN – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 11,605 Shares in SPDR Nuveen ICE Municipal Bond ETF $TFI Bought by Bleakley Financial Group LLC

11,605 Shares in SPDR Nuveen ICE Municipal Bond ETF $TFI Bought by Bleakley Financial Group LLC

Bleakley Financial Group LLC bought a new stake in shares of SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Toll Brothers Inc. $TOL Shares Acquired by Fifth Third Bancorp

Toll Brothers Inc. $TOL Shares Acquired by Fifth Third Bancorp

Fifth Third Bancorp increased its stake in Toll Brothers Inc. (NYSE:TOL – Free Report) by 2,672.4% during 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 Fifth Third Bancorp Boosts Position in Brown & Brown, Inc. $BRO

Fifth Third Bancorp Boosts Position in Brown & Brown, Inc. $BRO

Fifth Third Bancorp lifted its stake in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 472.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Bessemer Group Inc. Increases Position in Matador Resources Company $MTDR

Bessemer Group Inc. Increases Position in Matador Resources Company $MTDR

Bessemer Group Inc. grew its position in shares of Matador Resources Company (NYSE:MTDR – Free Report) by 11.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for AIA Group Ltd Has $477.84 Million Position in Invesco QQQ $QQQ

AIA Group Ltd Has $477.84 Million Position in Invesco QQQ $QQQ

AIA Group Ltd lowered its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 14.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 827,892... More of this article »
Image for AIA Group Ltd Boosts Stock Position in Mastercard Incorporated $MA

AIA Group Ltd Boosts Stock Position in Mastercard Incorporated $MA

AIA Group Ltd grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 64.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,605 shares... More of this article »
Image for Copeland Capital Management LLC Invests $8.90 Million in Acuity, Inc. $AYI

Copeland Capital Management LLC Invests $8.90 Million in Acuity, Inc. $AYI

Copeland Capital Management LLC bought a new stake in shares of Acuity, Inc. (NYSE:AYI – Free Report) 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 iShares U.S. Aerospace & Defense ETF $ITA Shares Sold by Cornerstone Planning Group LLC

iShares U.S. Aerospace & Defense ETF $ITA Shares Sold by Cornerstone Planning Group LLC

Cornerstone Planning Group LLC trimmed its holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 71.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Copeland Capital Management LLC Has $511,000 Stock Position in The Home Depot, Inc. $HD

Copeland Capital Management LLC Has $511,000 Stock Position in The Home Depot, Inc. $HD

Copeland Capital Management LLC reduced its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 94.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Copeland Capital Management LLC Sells 46,821 Shares of Salesforce Inc. $CRM

Copeland Capital Management LLC Sells 46,821 Shares of Salesforce Inc. $CRM

Copeland Capital Management LLC trimmed its position in Salesforce Inc. (NYSE:CRM – Free Report) by 92.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Costco Wholesale Corporation $COST Shares Sold by Copeland Capital Management LLC

Costco Wholesale Corporation $COST Shares Sold by Copeland Capital Management LLC

Copeland Capital Management LLC cut its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 6.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »