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May 23, 2024
Moreno Evelyn V trimmed its position in Linde plc (NASDAQ:LIN – Free Report) by 35.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,100 shares of the basic materials company’s stock after selling 3,868 shares during the quarter. Linde comprises 1.4% of Moreno […]
May 23, 2024
Allstate Corp reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,396 shares of the semiconductor manufacturer’s stock after selling 326 shares during the period. […]
May 23, 2024
Cambridge Investment Research Advisors Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,982,021 shares of the company’s stock after purchasing an additional 32,965 shares […]
May 23, 2024
BlackDiamond Wealth Management LLC trimmed its position in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 12.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 2,529 shares of the business services provider’s stock after selling 346 shares during the period. BlackDiamond Wealth Management LLC’s holdings in Paychex were worth $303,000 at the end […]
May 23, 2024
BlackDiamond Wealth Management LLC boosted its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 5.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,293 shares of the company’s stock after purchasing an additional 110 shares during the quarter. BlackDiamond Wealth Management LLC’s […]
May 23, 2024
Oak Harbor Wealth Partners LLC lifted its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 7.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,951 shares of the exchange traded fund’s stock after acquiring an additional 1,230 shares […]
May 23, 2024
US Bancorp DE increased its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,174,164 shares of the information technology services provider’s stock after buying an additional 20,771 […]
May 23, 2024
BCU Wealth Advisors LLC bought a new position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,430 shares of the company’s stock, valued at approximately $251,000. […]
May 23, 2024
Hohimer Wealth Management LLC grew its stake in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,535 shares of the auto parts company’s stock after purchasing an additional 311 shares during the period. […]
May 23, 2024
Cassady Schiller Wealth Management LLC grew its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 153.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 431 shares of the basic materials company’s stock after buying an additional 261 shares during the period. Cassady Schiller Wealth Management LLC’s holdings in […]