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EP Wealth Advisors LLC Makes New $302,000 Investment in Portland General Electric (NYSE:POR)

MarketBeat

EP Wealth Advisors LLC acquired a new position in shares of Portland General Electric (NYSE:POR - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 6,916 shares of the utilities provider's stock, valued at appro

NYSE:POR
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EP Wealth Advisors LLC Has $406,000 Stake in Baker Hughes (NASDAQ:BKR)

MarketBeat

EP Wealth Advisors LLC decreased its holdings in Baker Hughes (NASDAQ:BKR - Free Report) by 43.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,891 shares of the company's stock after selling 7,742 shares d

NASDAQ:BKR
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EP Wealth Advisors LLC Acquires Shares of 9,168 Bank OZK (NASDAQ:OZK)

MarketBeat

EP Wealth Advisors LLC acquired a new stake in shares of Bank OZK (NASDAQ:OZK - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 9,168 shares of the company's stock, valued at approximately $408,000. Other institutional investors

NASDAQ:OZK
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EP Wealth Advisors LLC Purchases New Position in Amdocs Limited (NASDAQ:DOX)

MarketBeat

EP Wealth Advisors LLC purchased a new position in shares of Amdocs Limited (NASDAQ:DOX - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,281 shares of the technology company's stock,

NASDAQ:DOX
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EP Wealth Advisors LLC Buys New Shares in United Airlines Holdings, Inc. (NASDAQ:UAL)

MarketBeat

EP Wealth Advisors LLC purchased a new position in shares of United Airlines Holdings, Inc. (NASDAQ:UAL - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 3,609 shares of the transportation

NASDAQ:UAL
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EP Wealth Advisors LLC Sells 4,173 Shares of M&T Bank Co. (NYSE:MTB)

MarketBeat

EP Wealth Advisors LLC lessened its holdings in shares of M&T Bank Co. (NYSE:MTB - Free Report) by 64.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,271 shares of the financial services provider's stock after selling 4,173 shares during the period.

NYSE:MTB
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EP Wealth Advisors LLC Reduces Stock Position in Sunoco LP (NYSE:SUN)

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NYSE:SUN
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Cadence Design Systems, Inc. (NASDAQ:CDNS) Shares Sold by CoreCap Advisors LLC

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NASDAQ:CDNS
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Southern Copper Co. (NYSE:SCCO) Stock Position Cut by CoreCap Advisors LLC

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NYSE:SCCO
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Cresset Asset Management LLC Sells 47,152 Shares of International Paper (NYSE:IP)

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NYSE:IP
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Cresset Asset Management LLC Sells 2,925 Shares of Pool Co. (NASDAQ:POOL)

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NASDAQ:POOL
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Cresset Asset Management LLC Has $765,000 Stock Holdings in Keysight Technologies, Inc. (NYSE:KEYS)

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NYSE:KEYS
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Cresset Asset Management LLC Cuts Position in Principal Financial Group, Inc. (NYSE:PFG)

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NYSE:PFG
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Cresset Asset Management LLC Sells 7,541 Shares of Service Co. International (NYSE:SCI)

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NYSE:SCI
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Cresset Asset Management LLC Sells 48,279 Shares of HDFC Bank Limited (NYSE:HDB)

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NYSE:HDB
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Cresset Asset Management LLC Reduces Stake in HSBC Holdings plc (NYSE:HSBC)

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NYSE:HSBC
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Cresset Asset Management LLC Cuts Stock Holdings in Ferrari (NYSE:RACE)

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NYSE:RACE
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Cresset Asset Management LLC Cuts Stock Holdings in Archer-Daniels-Midland Company (NYSE:ADM)

MarketBeat
NYSE:ADM
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Cresset Asset Management LLC Boosts Position in Crown Castle Inc. (NYSE:CCI)

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NYSE:CCI
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IDEXX Laboratories, Inc. (NASDAQ:IDXX) Shares Sold by Cresset Asset Management LLC

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NASDAQ:IDXX
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Cresset Asset Management LLC Reduces Position in CDW Co. (NASDAQ:CDW)

MarketBeat
NASDAQ:CDW
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Donaldson Company, Inc. (NYSE:DCI) Shares Sold by Cresset Asset Management LLC

MarketBeat
NYSE:DCI
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Cresset Asset Management LLC Has $761,000 Stock Position in Microchip Technology Incorporated (NASDAQ:MCHP)

MarketBeat
NASDAQ:MCHP
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Cresset Asset Management LLC Sells 5,770 Shares of Vulcan Materials (NYSE:VMC)

MarketBeat
NYSE:VMC
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American Water Works Company, Inc. (NYSE:AWK) Position Reduced by Cresset Asset Management LLC

MarketBeat
NYSE:AWK
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Cresset Asset Management LLC Sells 38,347 Shares of TotalEnergies SE (NYSE:TTE)

MarketBeat
NYSE:TTE
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United Rentals, Inc. (NYSE:URI) Shares Sold by Cresset Asset Management LLC

MarketBeat
NYSE:URI
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Cresset Asset Management LLC Has $796,000 Stock Position in Tractor Supply (NASDAQ:TSCO)

MarketBeat
NASDAQ:TSCO
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Cresset Asset Management LLC Sells 6,589 Shares of Trimble Inc. (NASDAQ:TRMB)

MarketBeat
NASDAQ:TRMB
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Cresset Asset Management LLC Sells 26,989 Shares of LyondellBasell Industries (NYSE:LYB)

MarketBeat
NYSE:LYB
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