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Image about Adobe Inc. (NASDAQ:ADBE) Position Decreased by Elevation Point Wealth Partners LLC

Adobe Inc. (NASDAQ:ADBE) Position Decreased by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC decreased its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 24.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Phillips 66 (NYSE:PSX) Shares Sold by CVA Family Office LLC

Phillips 66 (NYSE:PSX) Shares Sold by CVA Family Office LLC

CVA Family Office LLC decreased its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 11.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 856 shares... More of this article »
Image about NorthCrest Asset Manangement LLC Invests $285,000 in Marsh & McLennan Companies, Inc. (NYSE:MMC)

NorthCrest Asset Manangement LLC Invests $285,000 in Marsh & McLennan Companies, Inc. (NYSE:MMC)

NorthCrest Asset Manangement LLC purchased a new position in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Image about NorthCrest Asset Manangement LLC Reduces Stock Position in U.S. Bancorp (NYSE:USB)

NorthCrest Asset Manangement LLC Reduces Stock Position in U.S. Bancorp (NYSE:USB)

NorthCrest Asset Manangement LLC lowered its stake in U.S. Bancorp (NYSE:USB – Free Report) by 7.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image about SG Americas Securities LLC Increases Stake in Leidos Holdings, Inc. (NYSE:LDOS)

SG Americas Securities LLC Increases Stake in Leidos Holdings, Inc. (NYSE:LDOS)

SG Americas Securities LLC boosted its stake in shares of Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 263.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Elevation Point Wealth Partners LLC Has $445,000 Holdings in Leidos Holdings, Inc. (NYSE:LDOS)

Elevation Point Wealth Partners LLC Has $445,000 Holdings in Leidos Holdings, Inc. (NYSE:LDOS)

Elevation Point Wealth Partners LLC cut its position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 44.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image about Ipswich Investment Management Co. Inc. Cuts Stake in JPMorgan Chase & Co. (NYSE:JPM)

Ipswich Investment Management Co. Inc. Cuts Stake in JPMorgan Chase & Co. (NYSE:JPM)

Ipswich Investment Management Co. Inc. lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 44,869 shares of the financial... More of this article »
Image about CVA Family Office LLC Grows Stock Holdings in Apollo Global Management, Inc. (NYSE:APO)

CVA Family Office LLC Grows Stock Holdings in Apollo Global Management, Inc. (NYSE:APO)

CVA Family Office LLC boosted its holdings in Apollo Global Management, Inc. (NYSE:APO – Free Report) by 19.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about Morgan Stanley (NYSE:MS) Shares Sold by Elevation Point Wealth Partners LLC

Morgan Stanley (NYSE:MS) Shares Sold by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC trimmed its position in Morgan Stanley (NYSE:MS – Free Report) by 11.0% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,202... More of this article »
Image about Goldstone Financial Group LLC Has $4.63 Million Position in JPMorgan Chase & Co. (NYSE:JPM)

Goldstone Financial Group LLC Has $4.63 Million Position in JPMorgan Chase & Co. (NYSE:JPM)

Goldstone Financial Group LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image about Stock Yards Bank & Trust Co. Trims Holdings in Ford Motor (NYSE:F)

Stock Yards Bank & Trust Co. Trims Holdings in Ford Motor (NYSE:F)

Stock Yards Bank & Trust Co. trimmed its position in Ford Motor (NYSE:F – Free Report) by 18.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image about Azzad Asset Management Inc. ADV Takes Position in AppLovin Co. (NASDAQ:APP)

Azzad Asset Management Inc. ADV Takes Position in AppLovin Co. (NASDAQ:APP)

Azzad Asset Management Inc. ADV purchased a new position in AppLovin Co. (NASDAQ:APP – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image about CX Institutional Sells 796 Shares of KeyCorp (NYSE:KEY)

CX Institutional Sells 796 Shares of KeyCorp (NYSE:KEY)

CX Institutional reduced its position in KeyCorp (NYSE:KEY – Free Report) by 7.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,489 shares of the financial services... More of this article »
Image about Cummins Inc. (NYSE:CMI) Shares Purchased by Assenagon Asset Management S.A.

Cummins Inc. (NYSE:CMI) Shares Purchased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. increased its holdings in shares of Cummins Inc. (NYSE:CMI – Free Report) by 8.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image about Axon Enterprise, Inc. (NASDAQ:AXON) Shares Acquired by Fifth Third Bancorp

Axon Enterprise, Inc. (NASDAQ:AXON) Shares Acquired by Fifth Third Bancorp

Fifth Third Bancorp grew its position in Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) by 91.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,923 shares of the... More of this article »