Rockefeller Capital Management L.P. has boosted its stake in Garmin Ltd. by 34.2% during the fourth quarter. Newly filed documents show the institutional investor now holds 8,954 shares of the scientific and technical instruments company.
Folger Nolan Fleming Douglas Capital Management Inc. dramatically increased its stake in The PNC Financial Services Group, Inc. during the first quarter. According to its most recent 13F filing with the SEC, the firm’s holdings jumped by 447.9%, bringing its total to 28,696 shares of the financial services provider.
Fort Washington Investment Advisors Inc. OH announced a 4.1% increase in its stake in Paychex, Inc., bringing the firm’s total holdings to 343,109 shares. This boost follows the addition of 13,524 shares and reflects ongoing investor interest in the business services provider.
VCI Wealth Management LLC reduced its position in Visa Inc. by 13.4% in the first quarter, selling nearly 2,000 shares of the credit-card giant. According to the firm’s latest SEC filing, it now holds 12,361 Visa shares following this adjustment.
Fiduciary Alliance LLC has acquired a freshly disclosed stake in Target Corporation valued at $614,000, according to its latest SEC filing. The purchase suggests continued enthusiasm for the retailer among institutional investors, as other hedge funds also adjust their positions in Target’s stock.
Fiduciary Alliance LLC boosted its investment portfolio by adding 13,639 shares of EQT Corporation during the first quarter. Valued at approximately $868,000, this acquisition underscores an ongoing interest in the oil and gas sector.
Clear Trail Advisors LLC has increased its holdings in Alphabet Inc. by over a third, reaching a total of 8,908 shares. An SEC filing indicates that the firm’s stake is now valued at $2.56 million, reflecting heightened institutional interest in the tech leader.
Forest Road’s new platform, CenterNode, secures up to $750 million in capital commitments to finance renewable energy across the United States. With backing from Liberty Mutual Investments, the initiative signals growing institutional support for a cleaner, more sustainable power grid.
Massachusetts Financial Services Co. MA raised its stake in Chevron Corporation by more than 30% in the third quarter, acquiring over two million new shares. The total holdings now exceed nine million shares, representing a value of more than $1.4 billion.
International Assets Investment Management LLC has boosted its holdings in IDEXX Laboratories, Inc. by 5.1% in the second quarter. The recent 13F filing with the Securities and Exchange Commission confirms the firm’s purchase of 39 additional shares, raising its total to 811.