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April 20, 2024
Kathleen S. Wright Associates Inc. raised its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 30.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 687 shares of the company’s stock after purchasing an additional 161 shares during the period. Kathleen […]
April 12, 2024
WD-40 (NASDAQ:WDFC – Free Report) – Analysts at DA Davidson issued their Q3 2024 earnings estimates for shares of WD-40 in a report issued on Thursday, April 11th. DA Davidson analyst L. Weiser expects that the specialty chemicals company will post earnings per share of $1.33 for the quarter. DA Davidson currently has a “Buy” […]
April 11, 2024
Allworth Financial LP grew its holdings in shares of Gartner, Inc. (NYSE:IT – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 807 shares of the information technology services provider’s stock after buying an additional 22 […]
April 11, 2024
Aspiriant LLC decreased its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,580 shares of the company’s stock after selling 787 shares during the quarter. Aspiriant LLC’s holdings in Schwab U.S. […]
April 11, 2024
Allworth Financial LP raised its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 19.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,886 shares of the company’s stock after acquiring an additional 313 shares during the period. […]
April 11, 2024
Cardinal Capital Management lifted its holdings in shares of Balchem Co. (NASDAQ:BCPC – Free Report) by 0.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 19,539 shares of the basic materials company’s stock after acquiring an additional 79 shares during the quarter. Cardinal Capital Management’s holdings in Balchem were worth $2,922,000 at the end […]
April 9, 2024
Toth Financial Advisory Corp raised its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,301 shares of the specialty chemicals company’s stock after purchasing an additional 98 […]
April 7, 2024
Trust Point Inc. bought a new stake in Ecolab Inc. (NYSE:ECL – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,781 shares of the basic materials company’s stock, valued at approximately $353,000. Other institutional investors also recently bought […]
April 6, 2024
Trust Point Inc. acquired a new stake in PowerSchool Holdings, Inc. (NYSE:PWSC – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,950 shares of the company’s stock, valued at approximately $446,000. Several other large investors also recently modified […]
April 6, 2024
Trust Point Inc. bought a new position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,448 shares of the company’s stock, valued at approximately $483,000. Several other hedge funds and other institutional investors […]