ETFS

Dubuque Bank & Trust Co. lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 1.1% in the 1st quarter, Holdings Channel.com reports. The fund owned 16,669 shares of the information services provider’s stock after selling 178 shares during the quarter. Dubuque Bank & Trust Co.’s holdings in Alphabet were worth $1,734,000 at the

Transcend Capital Advisors LLC decreased its position in Elevance Health, Inc. (NYSE:ELV – Get Rating) by 4.2% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 915 shares of the company’s stock after selling 40 shares during the period. Transcend Capital Advisors LLC’s holdings in Elevance Health were

Mayflower Financial Advisors LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 1.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 44,155 shares of the information services provider’s stock after buying an additional 459 shares during the period. Mayflower Financial Advisors LLC’s holdings

Private Trust Co. NA raised its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 26.6% in the first quarter, Holdings Channel.com reports. The fund owned 14,501 shares of the computer hardware maker’s stock after acquiring an additional 3,049 shares during the quarter. Private Trust Co. NA’s holdings in NVIDIA were worth $4,028,000 as of

Dfpg Investments LLC bought a new stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Get Rating) in the 1st quarter, HoldingsChannel.com reports. The firm bought 3,184 shares of the asset manager’s stock, valued at approximately $359,000. Several other large investors have also modified their holdings of TROW. Heritage Wealth Management LLC boosted its holdings

Canandaigua National Bank & Trust Co. purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 28,401 shares of the information services provider’s stock, valued at approximately $2,946,000. Several other institutional investors

Catalyst Financial Partners LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.7% during the 1st quarter, Holdings Channel reports. The institutional investor owned 9,855 shares of the financial services provider’s stock after purchasing an additional 704 shares during the quarter. JPMorgan Chase & Co. comprises about 0.5% of Catalyst Financial

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Windsor Capital Management LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 2.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,531 shares of the company’s stock after purchasing an additional 152 shares during the period. Windsor

BTC Capital Management Inc. decreased its stake in Blackstone Inc. (NYSE:BX – Get Rating) by 5.2% in the first quarter, HoldingsChannel reports. The firm owned 3,180 shares of the asset manager’s stock after selling 175 shares during the period. BTC Capital Management Inc.’s holdings in Blackstone were worth $279,000 at the end of the most

Diversified Trust Co increased its position in Generac Holdings Inc. (NYSE:GNRC – Get Rating) by 27.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,044 shares of the technology company’s stock after purchasing an additional 2,187 shares during the quarter. Diversified Trust Co’s holdings

Fulton Bank N.A. boosted its holdings in Keysight Technologies, Inc. (NYSE:KEYS – Get Rating) by 5.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,106 shares of the scientific and technical instruments company’s stock after acquiring an additional 152 shares during

Prostatis Group LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 98.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,578 shares of the exchange traded fund’s stock after selling 183,259 shares during the

Confluence Investment Management LLC lowered its position in HDFC Bank Limited (NYSE:HDB – Get Rating) by 20.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,902 shares of the bank’s stock after selling 992 shares during the quarter. Confluence Investment Management LLC’s

Lakewood Asset Management LLC acquired a new stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,125 shares of the cable giant’s stock, valued at approximately $39,000. Other hedge funds have also recently added to or reduced