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Sendero Wealth Management LLC Has $5.16 Million Stock Holdings in Dynatrace, Inc. $DT

MarketBeat

Sendero Wealth Management LLC grew its holdings in Dynatrace, Inc. (NYSE:DT - Free Report) by 31.8% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 93,427 shares of the company's stock after acquiring an ad

NYSE:DT
Read Sendero Wealth Management LLC Has $5.16 Million Stock Holdings in Dynatrace, Inc. $DT
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Sendero Wealth Management LLC Sells 8,622 Shares of Paycom Software, Inc. $PAYC

MarketBeat

Sendero Wealth Management LLC lowered its position in Paycom Software, Inc. (NYSE:PAYC - Free Report) by 27.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 23,004 shares of the software maker's stock aft

NYSE:PAYC
Read Sendero Wealth Management LLC Sells 8,622 Shares of Paycom Software, Inc. $PAYC
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19,762 Shares in Salesforce Inc. $CRM Purchased by Sendero Wealth Management LLC

MarketBeat

Sendero Wealth Management LLC bought a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 19,762 shares of the CRM provider's stock, valued at approximately $5,389,000. Other institutional investor

NYSE:CRM
Read 19,762 Shares in Salesforce Inc. $CRM Purchased by Sendero Wealth Management LLC
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Deere & Company $DE Shares Sold by Sendero Wealth Management LLC

MarketBeat

Sendero Wealth Management LLC reduced its position in Deere & Company (NYSE:DE - Free Report) by 45.6% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 10,859 shares of the industrial products company's stock after selling 9,118 shares during the period. Sendero

NYSE:DE
Read Deere & Company $DE Shares Sold by Sendero Wealth Management LLC
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Sendero Wealth Management LLC Increases Stake in Fiserv, Inc. $FI

MarketBeat

Sendero Wealth Management LLC grew its position in Fiserv, Inc. (NYSE:FI - Free Report) by 18.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 32,161 shares of the business services provider's stock after buying an additional 4,955 shares during the period

NYSE:FI
Read Sendero Wealth Management LLC Increases Stake in Fiserv, Inc. $FI
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Sendero Wealth Management LLC Purchases 85,906 Shares of Warner Bros. Discovery, Inc. $WBD

MarketBeat

Sendero Wealth Management LLC boosted its position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD - Free Report) by 21.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 487,114 shares of the company's stock after purchasing an addit

NASDAQ:WBD
Read Sendero Wealth Management LLC Purchases 85,906 Shares of Warner Bros. Discovery, Inc. $WBD

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3153,695 Shares in SoFi Technologies, Inc. $SOFI Acquired by Sullivan Wood Capital Management LLC
4Richtech Robotics (NASDAQ:RR) Shares Up 8.4% - Still a Buy?
5Jen Hsun Huang Sells 75,000 Shares of NVIDIA (NASDAQ:NVDA) Stock
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All MarketBeat Instant News Alerts

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35,539 Shares in Marathon Petroleum Corporation $MPC Acquired by Sendero Wealth Management LLC

MarketBeat
NYSE:MPC
Read 35,539 Shares in Marathon Petroleum Corporation $MPC Acquired by Sendero Wealth Management LLC
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Sendero Wealth Management LLC Buys 6,239 Shares of Uber Technologies, Inc. $UBER

MarketBeat
NYSE:UBER
Read Sendero Wealth Management LLC Buys 6,239 Shares of Uber Technologies, Inc. $UBER
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Sendero Wealth Management LLC Grows Position in Fortinet, Inc. $FTNT

MarketBeat
NASDAQ:FTNT
Read Sendero Wealth Management LLC Grows Position in Fortinet, Inc. $FTNT
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The Charles Schwab Corporation $SCHW Shares Sold by Sendero Wealth Management LLC

MarketBeat
NYSE:SCHW
Read The Charles Schwab Corporation $SCHW Shares Sold by Sendero Wealth Management LLC
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Sendero Wealth Management LLC Has $8.68 Million Stock Holdings in Airbnb, Inc. $ABNB

MarketBeat
NASDAQ:ABNB
Read Sendero Wealth Management LLC Has $8.68 Million Stock Holdings in Airbnb, Inc. $ABNB
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Sendero Wealth Management LLC Buys 3,944 Shares of ConocoPhillips $COP

MarketBeat
NYSE:COP
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Sendero Wealth Management LLC Buys 3,338 Shares of Capital One Financial Corporation $COF

MarketBeat
NYSE:COF
Read Sendero Wealth Management LLC Buys 3,338 Shares of Capital One Financial Corporation $COF
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Sendero Wealth Management LLC Decreases Stake in Arista Networks, Inc. $ANET

MarketBeat
NYSE:ANET
Read Sendero Wealth Management LLC Decreases Stake in Arista Networks, Inc. $ANET
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Petros Family Wealth LLC Invests $244,000 in Enbridge Inc $ENB

MarketBeat
NYSE:ENB
Read Petros Family Wealth LLC Invests $244,000 in Enbridge Inc $ENB
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190 Shares in Fair Isaac Corporation $FICO Bought by Petros Family Wealth LLC

MarketBeat
NYSE:FICO
Read 190 Shares in Fair Isaac Corporation $FICO Bought by Petros Family Wealth LLC
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Petros Family Wealth LLC Makes New $366,000 Investment in Monster Beverage Corporation $MNST

MarketBeat
NASDAQ:MNST
Read Petros Family Wealth LLC Makes New $366,000 Investment in Monster Beverage Corporation $MNST
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Petros Family Wealth LLC Has $519,000 Stake in QUALCOMM Incorporated $QCOM

MarketBeat
NASDAQ:QCOM
Read Petros Family Wealth LLC Has $519,000 Stake in QUALCOMM Incorporated $QCOM
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Petros Family Wealth LLC Takes $541,000 Position in GE Aerospace $GE

MarketBeat
NYSE:GE
Read Petros Family Wealth LLC Takes $541,000 Position in GE Aerospace $GE
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Petros Family Wealth LLC Invests $563,000 in Robinhood Markets, Inc. $HOOD

MarketBeat
NASDAQ:HOOD
Read Petros Family Wealth LLC Invests $563,000 in Robinhood Markets, Inc. $HOOD
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Petros Family Wealth LLC Has $751,000 Holdings in Arista Networks, Inc. $ANET

MarketBeat
NYSE:ANET
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T-Mobile US, Inc. $TMUS Shares Acquired by Petros Family Wealth LLC

MarketBeat
NASDAQ:TMUS
Read T-Mobile US, Inc. $TMUS Shares Acquired by Petros Family Wealth LLC
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Petros Family Wealth LLC Trims Stock Position in Accenture PLC $ACN

MarketBeat
NYSE:ACN
Read Petros Family Wealth LLC Trims Stock Position in Accenture PLC $ACN
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Palo Alto Networks, Inc. $PANW Shares Sold by Valeo Financial Advisors LLC

MarketBeat
NASDAQ:PANW
Read Palo Alto Networks, Inc. $PANW Shares Sold by Valeo Financial Advisors LLC
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Valeo Financial Advisors LLC Reduces Stock Position in Cisco Systems, Inc. $CSCO

MarketBeat
NASDAQ:CSCO
Read Valeo Financial Advisors LLC Reduces Stock Position in Cisco Systems, Inc. $CSCO
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Valeo Financial Advisors LLC Has $6.60 Million Holdings in Palantir Technologies Inc. $PLTR

MarketBeat
NASDAQ:PLTR
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Valeo Financial Advisors LLC Reduces Holdings in Chevron Corporation $CVX

MarketBeat
NYSE:CVX
Read Valeo Financial Advisors LLC Reduces Holdings in Chevron Corporation $CVX
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Valeo Financial Advisors LLC Makes New Investment in The Mosaic Company $MOS

MarketBeat
NYSE:MOS
Read Valeo Financial Advisors LLC Makes New Investment in The Mosaic Company $MOS
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Valeo Financial Advisors LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MarketBeat
NYSE:TSM
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Lockheed Martin Corporation $LMT Stock Holdings Lifted by Valeo Financial Advisors LLC

MarketBeat
NYSE:LMT
Read Lockheed Martin Corporation $LMT Stock Holdings Lifted by Valeo Financial Advisors LLC