• Envestnet Asset Management Inc. Boosts Holdings in Whirlpool Co

    3 days ago - By ETF Daily News

    Envestnet Asset Management Inc. boosted its position in Whirlpool Co. by 13.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,622 shares of the company's stock after buying an additional 8,266 shares during the period....
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  • Commonwealth Equity Services LLC Has $3.86 Million Holdings in Chegg, Inc

    3 days ago - By ETF Daily News

    Commonwealth Equity Services LLC lifted its holdings in shares of Chegg, Inc. by 61.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,471 shares of the technology company's stock after buying an additional 40,408 shares...
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  • Commonwealth Equity Services LLC Boosts Holdings in Laboratory Co. of America Holdings

    3 days ago - By ETF Daily News

    Commonwealth Equity Services LLC lifted its stake in Laboratory Co. of America Holdings by 2.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 14,380 shares of the medical research company's stock after buying an additional 292 shares during the quarter. Commonwealth Equity Services LLC's holdings in Laboratory Co. of...
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  • Victory Capital Management Inc. Acquires 105,730 Shares of Dine Brands Global, Inc

    3 days ago - By ETF Daily News

    Victory Capital Management Inc. increased its position in shares of Dine Brands Global, Inc. by 117.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 195,737 shares of the restaurant operator's stock after acquiring an additional 105,730 shares during the period....
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  • Intrinsic Value Partners LLC Buys 403 Shares of Microsoft Co

    3 days ago - By ETF Daily News

    Intrinsic Value Partners LLC boosted its stake in Microsoft Co. by 4.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,531 shares of the software giant's stock after purchasing an additional 403 shares during the quarter....
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  • Accel Wealth Management Reduces Holdings in Microsoft Co

    3 days ago - By ETF Daily News

    Accel Wealth Management lessened its position in shares of Microsoft Co. by 6.6% during the first quarter, Holdings Channel reports. The institutional investor owned 5,050 shares of the software giant's stock after selling 354 shares during the quarter. Accel Wealth Management's holdings in Microsoft were worth $1,563,000 as of its most...
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  • Alpha Omega Wealth Management LLC Sells 587 Shares of Microsoft Co

    3 days ago - By ETF Daily News

    Alpha Omega Wealth Management LLC decreased its position in shares of Microsoft Co. by 0.9% during the 1st quarter, HoldingsChannel reports. The fund owned 67,653 shares of the software giant's stock after selling 587 shares during the quarter. Microsoft comprises approximately 3.3% of Alpha Omega Wealth Management LLC's portfolio, making the...
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  • Shell Asset Management Co. Sells 34 Shares of Texas Pacific Land Co

    3 days ago - By ETF Daily News

    Shell Asset Management Co. cut its holdings in Texas Pacific Land Co. by 12.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 231 shares of the financial services provider's stock after selling 34 shares during the period. Shell Asset Management Co.'s...
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  • TCI Wealth Advisors Inc. Sells 1,287 Shares of Microsoft Co

    3 days ago - By ETF Daily News

    TCI Wealth Advisors Inc. reduced its position in shares of Microsoft Co. by 3.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 32,742 shares of the software giant's stock after selling 1,287 shares during the quarter. Microsoft comprises 1.5% of...
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  • Microsoft Co. Shares Purchased by Welch Group LLC

    3 days ago - By ETF Daily News

    Welch Group LLC boosted its stake in Microsoft Co. by 1.7% in the 1st quarter, Holdings Channel reports. The firm owned 217,205 shares of the software giant's stock after purchasing an additional 3,716 shares during the period. Microsoft comprises about 3.8% of Welch Group LLC's portfolio, making the stock its 2nd...
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  • Asio Capital LLC Buys 2,681 Shares of Microsoft Co

    3 days ago - By ETF Daily News

    Asio Capital LLC lifted its stake in shares of Microsoft Co. by 10.1% during the first quarter, Holdings Channel reports. The firm owned 29,251 shares of the software giant's stock after purchasing an additional 2,681 shares during the quarter. Microsoft makes up approximately 2.5% of Asio Capital LLC's portfolio, making the...
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  • Stone Point Wealth LLC Has $18.98 Million Stake in Microsoft Co

    3 days ago - By ETF Daily News

    Stone Point Wealth LLC grew its stake in shares of Microsoft Co. by 4,187.1% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 61,349 shares of the software giant's stock after acquiring an additional 59,918 shares during the period. Microsoft comprises approximately 10.6%...
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  • Alphastar Capital Management LLC Sells 741 Shares of Microsoft Co

    3 days ago - By ETF Daily News

    Alphastar Capital Management LLC decreased its holdings in shares of Microsoft Co. by 1.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 47,893 shares of the software giant's stock after selling 741 shares during the period. Microsoft makes up approximately 1.2% of Alphastar Capital Management LLC's investment portfolio,...
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  • Apple Inc. Shares Sold by Naples Global Advisors LLC

    3 days ago - By ETF Daily News

    Naples Global Advisors LLC reduced its holdings in Apple Inc. by 0.2% in the 1st quarter, HoldingsChannel reports. The fund owned 179,969 shares of the iPhone maker's stock after selling 300 shares during the period. Apple comprises approximately 3.6% of Naples Global Advisors LLC's holdings, making the stock its biggest position....
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  • Alphastar Capital Management LLC Has $24.28 Million Position in Apple Inc

    3 days ago - By ETF Daily News

    Alphastar Capital Management LLC grew its holdings in Apple Inc. by 3.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 139,056 shares of the iPhone maker's stock after acquiring an additional 4,775 shares during the quarter. Apple accounts for 2.0%...
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  • Ballew Advisors Inc Increases Stock Position in Microsoft Co

    3 days ago - By ETF Daily News

    Ballew Advisors Inc raised its position in shares of Microsoft Co. by 35.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,140 shares of the software giant's stock after buying an additional 556 shares during the quarter. Ballew...
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  • Microsoft Co. Holdings Trimmed by Naples Global Advisors LLC

    3 days ago - By ETF Daily News

    Naples Global Advisors LLC decreased its holdings in Microsoft Co. by 0.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,284 shares of the software giant's stock after selling 350 shares during the period. Microsoft comprises approximately...
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