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September 9, 2023
Edgar Lomax Co. VA decreased its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 16.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 127,765 shares of the biopharmaceutical company’s stock after selling 25,750 shares during the quarter. Edgar Lomax […]
September 9, 2023
Financial Gravity Asset Management Inc. raised its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 164.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,596 shares of the software maker’s stock after purchasing an additional 1,616 shares during the period. Financial […]
September 9, 2023
Axa S.A. boosted its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.4% during the 1st quarter, HoldingsChannel reports. The firm owned 973,438 shares of the CRM provider’s stock after buying an additional 13,151 shares during the quarter. Salesforce makes up about 0.7% of Axa S.A.’s investment portfolio, making the stock its 23rd largest […]
September 9, 2023
Cedar Wealth Management LLC grew its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 17.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 184 shares of the software maker’s stock after purchasing an additional 28 shares during […]
September 9, 2023
Greenlea Lane Capital Management LLC cut its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 44.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 119,595 shares of the CRM provider’s stock after selling 94,810 shares during the period. Salesforce comprises about 9.5% of Greenlea Lane Capital Management LLC’s holdings, making […]
September 8, 2023
Brandywine Global Investment Management LLC lessened its position in U-Haul Holding (NASDAQ:UHAL – Free Report) by 19.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,535 shares of the transportation company’s stock after selling 3,000 shares during the quarter. Brandywine Global Investment Management […]
September 8, 2023
Westfield Capital Management Co. LP raised its stake in shares of Insulet Co. (NASDAQ:PODD – Free Report) by 19.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 342,453 shares of the medical instruments supplier’s stock after purchasing an […]
September 7, 2023
WINTON GROUP Ltd bought a new stake in Regions Financial Co. (NYSE:RF – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 37,573 shares of the bank’s stock, valued at approximately $697,000. A number of other institutional investors and […]
September 7, 2023
Ethic Inc. raised its stake in shares of Webster Financial Co. (NYSE:WBS – Free Report) by 137.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,983 shares of the financial services provider’s stock after acquiring an additional 7,515 shares during […]
September 7, 2023
Grandeur Peak Global Advisors LLC grew its holdings in shares of Evolution Petroleum Co. (NYSEAMERICAN:EPM – Free Report) by 3.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 413,888 shares of the energy company’s stock after purchasing an additional 14,382 shares during the period. Grandeur […]