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46,938 Shares in Virtus Total Return Fund Inc. (NYSE:ZTR) Bought by Beverly Hills Private Wealth LLC

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Beverly Hills Private Wealth LLC purchased a new stake in shares of Virtus Total Return Fund Inc. (NYSE:ZTR - Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 46,938 shares of the investment man

NYSE:ZTR
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Beverly Hills Private Wealth LLC Invests $299,000 in Qiagen N.V. (NYSE:QGEN)

MarketBeat

Beverly Hills Private Wealth LLC acquired a new stake in Qiagen N.V. (NYSE:QGEN - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,459 shares of the company's stock, valu

NYSE:QGEN
Read Beverly Hills Private Wealth LLC Invests $299,000 in Qiagen N.V. (NYSE:QGEN)
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Crossmark Global Holdings Inc. Increases Stock Holdings in Linde PLC (NASDAQ:LIN)

MarketBeat

Crossmark Global Holdings Inc. raised its holdings in Linde PLC (NASDAQ:LIN - Free Report) by 2.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 25,248 shares of the basic materials company's stock after buying an additional 619 shares dur

NASDAQ:LIN
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Beverly Hills Private Wealth LLC Takes $501,000 Position in Ares Management Corporation (NYSE:ARES)

MarketBeat

Beverly Hills Private Wealth LLC acquired a new position in shares of Ares Management Corporation (NYSE:ARES - Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,416 shares of the asset manager's stock, value

NYSE:ARES
Read Beverly Hills Private Wealth LLC Takes $501,000 Position in Ares Management Corporation (NYSE:ARES)
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Crossmark Global Holdings Inc. Buys 2,905 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

MarketBeat

Crossmark Global Holdings Inc. lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 14.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,523 shares of the med

NASDAQ:ISRG
Read Crossmark Global Holdings Inc. Buys 2,905 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
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Crossmark Global Holdings Inc. Boosts Stake in The Bank of New York Mellon Corporation (NYSE:BK)

MarketBeat

Crossmark Global Holdings Inc. increased its stake in shares of The Bank of New York Mellon Corporation (NYSE:BK - Free Report) by 6.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 126,740 shares of the bank

NYSE:BK
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Beverly Hills Private Wealth LLC Invests $391,000 in SRH Total Return Fund, Inc. (NYSE:STEW)

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NYSE:STEW
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TEGNA Inc. (NYSE:TGNA) Shares Purchased by Crossmark Global Holdings Inc.

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NYSE:TGNA
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General Motors Company (NYSE:GM) Shares Sold by Beverly Hills Private Wealth LLC

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NYSE:GM
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Crossmark Global Holdings Inc. Decreases Holdings in AbbVie Inc. (NYSE:ABBV)

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NYSE:ABBV
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Interchange Capital Partners LLC Acquires New Shares in Super Micro Computer, Inc. (NASDAQ:SMCI)

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NASDAQ:SMCI
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Interchange Capital Partners LLC Purchases New Shares in United Rentals, Inc. (NYSE:URI)

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NYSE:URI
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Crossmark Global Holdings Inc. Sells 20,551 Shares of TotalEnergies SE Sponsored ADR (NYSE:TTE)

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NYSE:TTE
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3,133 Shares in Fidelity National Information Services, Inc. (NYSE:FIS) Purchased by Interchange Capital Partners LLC

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NYSE:FIS
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Interchange Capital Partners LLC Takes Position in Royal Caribbean Cruises Ltd. (NYSE:RCL)

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NYSE:RCL
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Beverly Hills Private Wealth LLC Sells 19,524 Shares of Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Beverly Hills Private Wealth LLC Decreases Stake in FTAI Aviation Ltd. (NASDAQ:FTAI)

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NASDAQ:FTAI
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1,545 Shares in The Boeing Company (NYSE:BA) Purchased by Interchange Capital Partners LLC

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NYSE:BA
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Palantir Technologies Inc. (NASDAQ:PLTR) Position Cut by Beverly Hills Private Wealth LLC

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NASDAQ:PLTR
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Crossmark Global Holdings Inc. Purchases 51,183 Shares of Gen Digital Inc. (NASDAQ:GEN)

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NASDAQ:GEN
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Interchange Capital Partners LLC Invests $343,000 in DoorDash, Inc. (NASDAQ:DASH)

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NASDAQ:DASH
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Crossmark Global Holdings Inc. Has $9.80 Million Holdings in Western Digital Corporation (NASDAQ:WDC)

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NASDAQ:WDC
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Interchange Capital Partners LLC Invests $367,000 in SentinelOne, Inc. (NYSE:S)

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NYSE:S
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BlackRock (NYSE:BLK) Shares Sold by Crossmark Global Holdings Inc.

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NYSE:BLK
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Crossmark Global Holdings Inc. Acquires 28,025 Shares of Open Text Corporation (NASDAQ:OTEX)

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NASDAQ:OTEX
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The PNC Financial Services Group, Inc (NYSE:PNC) Shares Acquired by Crossmark Global Holdings Inc.

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NYSE:PNC
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Crossmark Global Holdings Inc. Sells 1,625 Shares of GE Aerospace (NYSE:GE)

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NYSE:GE
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Interchange Capital Partners LLC Purchases New Holdings in Procore Technologies, Inc. (NYSE:PCOR)

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NYSE:PCOR
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Crossmark Global Holdings Inc. Has $6.95 Million Holdings in General Motors Company (NYSE:GM)

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NYSE:GM
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Crossmark Global Holdings Inc. Buys 185,167 Shares of Iridium Communications Inc (NASDAQ:IRDM)

MarketBeat
NASDAQ:IRDM
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