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June 6, 2024
Bollard Group LLC lifted its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,191 shares of the pharmacy operator’s stock after purchasing an additional 184 shares during the period. Bollard Group LLC’s holdings in CVS […]
June 6, 2024
Bollard Group LLC lifted its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 248,421 shares of the industrial products company’s stock after purchasing an additional 1,387 shares during the period. Emerson Electric […]
June 6, 2024
Bollard Group LLC lifted its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 248,421 shares of the industrial products company’s stock after purchasing an additional 1,387 shares during the period. Emerson Electric […]
June 6, 2024
Vawter Financial Ltd. increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 37.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,894 shares of the company’s stock after purchasing an additional 1,053 shares during the […]
June 5, 2024
Peapack Gladstone Financial Corp trimmed its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,671 shares of the CRM provider’s stock after selling 1,005 shares during the quarter. Peapack Gladstone Financial […]
June 5, 2024
Peapack Gladstone Financial Corp raised its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,207 shares of the insurance provider’s stock after purchasing an additional 71 shares during the period. Peapack […]
June 5, 2024
Bell Asset Management Ltd increased its stake in shares of The Kroger Co. (NYSE:KR – Free Report) by 15.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 212,510 shares of the company’s stock after acquiring an additional 27,836 shares during the period. Kroger comprises about 1.5% of Bell Asset Management Ltd’s portfolio, […]
June 5, 2024
Intrepid Financial Planning Group LLC cut its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 11.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,080 shares of the entertainment giant’s stock after selling 412 shares during the […]
June 5, 2024
Carmignac Gestion bought a new stake in shares of Veralto Co. (NYSE:VLTO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,644 shares of the company’s stock, valued at approximately $1,287,000. Other institutional investors and hedge funds also recently […]
June 5, 2024
Capital International Sarl acquired a new stake in shares of Brookfield Co. (NYSE:BN – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 114,968 shares of the company’s stock, valued at approximately $4,613,000. Several other hedge funds and other institutional […]