Dakota Financial News

Altshuler Shaham Ltd Buys 133 Shares of Autodesk, Inc. (NASDAQ:ADSK)

Posted by Oscar Bower on May 31st, 2020

Altshuler Shaham Ltd grew its holdings in Autodesk, Inc. (NASDAQ:ADSK) by 458.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 162 shares of the software company’s...

HHM Wealth Advisors LLC Acquires Shares of 244 Facebook, Inc. (NASDAQ:FB)

Posted by Doug Madison on May 31st, 2020

HHM Wealth Advisors LLC acquired a new stake in shares of Facebook, Inc. (NASDAQ:FB) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired...

AT&T Inc. (NYSE:T) Shares Sold by GAM Holding AG

AT&T Inc. (NYSE:T) Shares Sold by GAM Holding AG

Posted by Samantha Reynolds on May 31st, 2020

GAM Holding AG lowered its stake in AT&T Inc. (NYSE:T) by 39.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,952 shares of the technology company’s...

GAM Holding AG Purchases 44 Shares of Alphabet Inc (NASDAQ:GOOG)

Posted by Faye Duncan on May 31st, 2020

GAM Holding AG boosted its position in shares of Alphabet Inc (NASDAQ:GOOG) by 97.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor...

NVIDIA Co. (NASDAQ:NVDA) Stock Holdings Trimmed by GAM Holding AG

Posted by Faye Duncan on May 31st, 2020

GAM Holding AG lowered its holdings in shares of NVIDIA Co. (NASDAQ:NVDA) by 94.2% during the 1st quarter, Holdings Channel reports. The fund owned 790 shares of the computer hardware maker’s stock after selling 12,945 shares...

Wealthsource Partners LLC Acquires 507 Shares of L3Harris (NYSE:LHX)

Wealthsource Partners LLC Acquires 507 Shares of L3Harris (NYSE:LHX)

Posted by Faye Duncan on May 31st, 2020

Wealthsource Partners LLC boosted its holdings in L3Harris (NYSE:LHX) by 47.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,586 shares...

Wealthsource Partners LLC Has $297,000 Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Wealthsource Partners LLC Has $297,000 Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Posted by Matthew Steigler on May 31st, 2020

Wealthsource Partners LLC trimmed its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 61.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange...

GAM Holding AG Purchases New Holdings in Walmart Inc (NYSE:WMT)

GAM Holding AG Purchases New Holdings in Walmart Inc (NYSE:WMT)

Posted by Matthew Steigler on May 31st, 2020

GAM Holding AG purchased a new stake in shares of Walmart Inc (NYSE:WMT) in the first quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 3,110 shares of the retailer’s stock, valued at approximately...

Wealthsource Partners LLC Acquires New Holdings in American Express (NYSE:AXP)

Wealthsource Partners LLC Acquires New Holdings in American Express (NYSE:AXP)

Posted by Matthew Steigler on May 31st, 2020

Wealthsource Partners LLC purchased a new stake in American Express (NYSE:AXP) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased...

Smith Asset Management Group LP Grows Position in American Express (NYSE:AXP)

Smith Asset Management Group LP Grows Position in American Express (NYSE:AXP)

Posted by Matthew Steigler on May 31st, 2020

Smith Asset Management Group LP boosted its stake in American Express (NYSE:AXP) by 171.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 339 shares of the payment services company’s stock after...

CSat Investment Advisory L.P. Raises Stock Holdings in U.S. Bancorp (NYSE:USB)

CSat Investment Advisory L.P. Raises Stock Holdings in U.S. Bancorp (NYSE:USB)

Posted by Matthew Steigler on May 31st, 2020

CSat Investment Advisory L.P. increased its position in U.S. Bancorp (NYSE:USB) by 4.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned...

Wealthsource Partners LLC Sells 1,130 Shares of United Technologies Co. (NYSE:UTX)

Wealthsource Partners LLC Sells 1,130 Shares of United Technologies Co. (NYSE:UTX)

Posted by Oscar Bower on May 31st, 2020

Wealthsource Partners LLC lessened its holdings in United Technologies Co. (NYSE:UTX) by 22.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The...

Rockefeller Capital Management L.P. Grows Holdings in Unilever N.V. (NYSE:UL)

Posted by Thomas Dobrow on May 31st, 2020

Rockefeller Capital Management L.P. raised its position in Unilever N.V. (NYSE:UL) by 5.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 42,171 shares of the company’s...

Rockefeller Capital Management L.P. Buys 2,567 Shares of Citigroup Inc (NYSE:C)

Rockefeller Capital Management L.P. Buys 2,567 Shares of Citigroup Inc (NYSE:C)

Posted by Samantha Reynolds on May 31st, 2020

Rockefeller Capital Management L.P. grew its holdings in Citigroup Inc (NYSE:C) by 3.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 89,324 shares of the financial...

Wealthsource Partners LLC Lowers Holdings in Citigroup Inc (NYSE:C)

Wealthsource Partners LLC Lowers Holdings in Citigroup Inc (NYSE:C)

Posted by Matthew Steigler on May 31st, 2020

Wealthsource Partners LLC trimmed its holdings in Citigroup Inc (NYSE:C) by 47.3% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 6,227 shares of the financial services provider’s stock...