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MarketBeat Instant News Alerts

Caterpillar logo with Industrials background

SJS Investment Consulting Inc. Reduces Position in Caterpillar Inc. $CAT

MarketBeat

SJS Investment Consulting Inc. trimmed its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 41.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,388 shares of the industrial products company's stock aft

NYSE:CAT
Read SJS Investment Consulting Inc. Reduces Position in Caterpillar Inc. $CAT
Quest Diagnostics logo with Medical background

5,136 Shares in Quest Diagnostics Incorporated $DGX Bought by Moss Adams Wealth Advisors LLC

MarketBeat

Moss Adams Wealth Advisors LLC bought a new stake in Quest Diagnostics Incorporated (NYSE:DGX - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 5,136 shares of the medical research company's sto

NYSE:DGX
Read 5,136 Shares in Quest Diagnostics Incorporated $DGX Bought by Moss Adams Wealth Advisors LLC
Walt Disney logo with Consumer Discretionary background

Forum Financial Management LP Lowers Stock Holdings in The Walt Disney Company $DIS

MarketBeat

Forum Financial Management LP reduced its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 72.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,265 shares of the entertainment giant's s

NYSE:DIS
Read Forum Financial Management LP Lowers Stock Holdings in The Walt Disney Company $DIS
Cisco Systems logo with Computer and Technology background

Forum Financial Management LP Decreases Stake in Cisco Systems, Inc. $CSCO

MarketBeat

Forum Financial Management LP lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 76.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 11,647 shares of the network equipment provider's stock after selling 38,847 shares during the quarter

NASDAQ:CSCO
Read Forum Financial Management LP Decreases Stake in Cisco Systems, Inc. $CSCO
Kinder Morgan logo with Energy background

Forum Financial Management LP Sells 45,173 Shares of Kinder Morgan, Inc. $KMI

MarketBeat

Forum Financial Management LP reduced its holdings in Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 62.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 27,672 shares of the pipeline company's stock after selling 45,173 shar

NYSE:KMI
Read Forum Financial Management LP Sells 45,173 Shares of Kinder Morgan, Inc. $KMI
Verizon Communications logo with Computer and Technology background

Verizon Communications Inc. $VZ Shares Sold by Forum Financial Management LP

MarketBeat

Forum Financial Management LP trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 74.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,414 shares of the cell phone carrier's

NYSE:VZ
Read Verizon Communications Inc. $VZ Shares Sold by Forum Financial Management LP

Trending News

1AST SpaceMobile (NASDAQ:ASTS) Shares Gap Up - Here's Why
2Nomura Issues Pessimistic Forecast for Alibaba Group (NYSE:BABA) Stock Price
3NVIDIA Corporation $NVDA Stock Position Lifted by Vaughan Nelson Investment Management L.P.
4ResMed Inc. $RMD Shares Sold by Assenagon Asset Management S.A.
5Palo Alto Networks, Inc. $PANW Shares Acquired by Janney Montgomery Scott LLC
6FuelCell Energy (NASDAQ:FCEL) Upgraded at Jefferies Financial Group
7Rockefeller Capital Management L.P. Sells 59,179 Shares of Nebius Group N.V. $NBIS
8Nebius Group (NASDAQ:NBIS) Stock Price Down 1.2% - Here's What Happened

All MarketBeat Instant News Alerts

Gilead Sciences logo with Medical background

Forum Financial Management LP Decreases Stock Holdings in Gilead Sciences, Inc. $GILD

MarketBeat
NASDAQ:GILD
Read Forum Financial Management LP Decreases Stock Holdings in Gilead Sciences, Inc. $GILD
Intel logo with Computer and Technology background

Forum Financial Management LP Sells 71,416 Shares of Intel Corporation $INTC

MarketBeat
NASDAQ:INTC
Read Forum Financial Management LP Sells 71,416 Shares of Intel Corporation $INTC
Applied Materials logo with Computer and Technology background

Applied Materials, Inc. $AMAT Holdings Cut by Forum Financial Management LP

MarketBeat
NASDAQ:AMAT
Read Applied Materials, Inc. $AMAT Holdings Cut by Forum Financial Management LP
Pfizer logo with Medical background

Pfizer Inc. $PFE Shares Sold by Forum Financial Management LP

MarketBeat
NYSE:PFE
Read Pfizer Inc. $PFE Shares Sold by Forum Financial Management LP
Micron Technology logo with Computer and Technology background

Forum Financial Management LP Sells 14,380 Shares of Micron Technology, Inc. $MU

MarketBeat
NASDAQ:MU
Read Forum Financial Management LP Sells 14,380 Shares of Micron Technology, Inc. $MU
Philip Morris International logo with Consumer Staples background

Forum Financial Management LP Has $1.13 Million Stock Holdings in Philip Morris International Inc. $PM

MarketBeat
NYSE:PM
Read Forum Financial Management LP Has $1.13 Million Stock Holdings in Philip Morris International Inc. $PM
Netflix logo with Consumer Discretionary background

Netflix, Inc. $NFLX Shares Sold by Forum Financial Management LP

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. $NFLX Shares Sold by Forum Financial Management LP
International Business Machines logo with Computer and Technology background

Forum Financial Management LP Lowers Stake in International Business Machines Corporation $IBM

MarketBeat
NYSE:IBM
Read Forum Financial Management LP Lowers Stake in International Business Machines Corporation $IBM
Capital One Financial logo with Finance background

Forum Financial Management LP Trims Holdings in Capital One Financial Corporation $COF

MarketBeat
NYSE:COF
Read Forum Financial Management LP Trims Holdings in Capital One Financial Corporation $COF
Wells Fargo & Company logo with Finance background

Forum Financial Management LP Has $1.20 Million Stock Position in Wells Fargo & Company $WFC

MarketBeat
NYSE:WFC
Read Forum Financial Management LP Has $1.20 Million Stock Position in Wells Fargo & Company $WFC
Merck & Co., Inc. logo with Medical background

Merck & Co., Inc. $MRK Shares Sold by Forum Financial Management LP

MarketBeat
NYSE:MRK
Read Merck & Co., Inc. $MRK Shares Sold by Forum Financial Management LP
Union Pacific logo with Transportation background

Forum Financial Management LP Lowers Stock Position in Union Pacific Corporation $UNP

MarketBeat
NYSE:UNP
Read Forum Financial Management LP Lowers Stock Position in Union Pacific Corporation $UNP
Oracle logo with Computer and Technology background

Forum Financial Management LP Sells 6,171 Shares of Oracle Corporation $ORCL

MarketBeat
NYSE:ORCL
Read Forum Financial Management LP Sells 6,171 Shares of Oracle Corporation $ORCL
GE Vernova logo with Energy background

Forum Financial Management LP Trims Stock Position in GE Vernova Inc. $GEV

MarketBeat
NYSE:GEV
Read Forum Financial Management LP Trims Stock Position in GE Vernova Inc. $GEV
CocaCola logo with Consumer Staples background

Forum Financial Management LP Has $1.64 Million Stock Holdings in CocaCola Company (The) $KO

MarketBeat
NYSE:KO
Read Forum Financial Management LP Has $1.64 Million Stock Holdings in CocaCola Company (The) $KO
Procter & Gamble logo with Consumer Staples background

Forum Financial Management LP Decreases Stock Position in Procter & Gamble Company (The) $PG

MarketBeat
NYSE:PG
Read Forum Financial Management LP Decreases Stock Position in Procter & Gamble Company (The) $PG
Morgan Stanley logo with Finance background

Forum Financial Management LP Sells 17,526 Shares of Morgan Stanley $MS

MarketBeat
NYSE:MS
Read Forum Financial Management LP Sells 17,526 Shares of Morgan Stanley $MS
Allstate logo with Finance background

Forum Financial Management LP Sells 4,956 Shares of The Allstate Corporation $ALL

MarketBeat
NYSE:ALL
Read Forum Financial Management LP Sells 4,956 Shares of The Allstate Corporation $ALL
Apollo Global Management logo with Finance background

Forum Financial Management LP Boosts Stake in Apollo Global Management Inc. $APO

MarketBeat
NYSE:APO
Read Forum Financial Management LP Boosts Stake in Apollo Global Management Inc. $APO
Caterpillar logo with Industrials background

Forum Financial Management LP Lowers Stock Holdings in Caterpillar Inc. $CAT

MarketBeat
NYSE:CAT
Read Forum Financial Management LP Lowers Stock Holdings in Caterpillar Inc. $CAT
Fifth Third Bancorp logo with Finance background

McMillan Office Inc. Buys Shares of 166,147 Fifth Third Bancorp $FITB

MarketBeat
NASDAQ:FITB
Read McMillan Office Inc. Buys Shares of 166,147 Fifth Third Bancorp $FITB
Synchrony Financial logo with Finance background

Klein Pavlis & Peasley Financial Inc. Takes $999,000 Position in Synchrony Financial $SYF

MarketBeat
NYSE:SYF
Read Klein Pavlis & Peasley Financial Inc. Takes $999,000 Position in Synchrony Financial $SYF
Applied Materials logo with Computer and Technology background

Applied Materials, Inc. $AMAT Shares Sold by Klein Pavlis & Peasley Financial Inc.

MarketBeat
NASDAQ:AMAT
Read Applied Materials, Inc. $AMAT Shares Sold by Klein Pavlis & Peasley Financial Inc.
Leidos logo with Computer and Technology background

Klein Pavlis & Peasley Financial Inc. Has $2.47 Million Position in Leidos Holdings, Inc. $LDOS

MarketBeat
NYSE:LDOS
Read Klein Pavlis & Peasley Financial Inc. Has $2.47 Million Position in Leidos Holdings, Inc. $LDOS

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