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Fermata Advisors LLC Invests $391,000 in Shell plc (NYSE:SHEL)

MarketBeat

Fermata Advisors LLC purchased a new position in shares of Shell plc (NYSE:SHEL - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 5,342 shares of the energy company's stock, valued at approximately $391,

NYSE:SHEL
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Novo Nordisk A/S logo with Medical background

5,898 Shares in Novo Nordisk A/S (NYSE:NVO) Purchased by Fermata Advisors LLC

MarketBeat

Fermata Advisors LLC bought a new position in shares of Novo Nordisk A/S (NYSE:NVO - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 5,898 shares of the company's stock, valued at approximately $410,000. Other hedge funds and oth

NYSE:NVO
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929 Shares in Lockheed Martin Co. (NYSE:LMT) Bought by Fermata Advisors LLC

MarketBeat

Fermata Advisors LLC bought a new position in Lockheed Martin Co. (NYSE:LMT - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 929 shares of the aerospace company's stock, valued at approximately $415,000. Othe

NYSE:LMT
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Fermata Advisors LLC Takes $459,000 Position in The Coca-Cola Company (NYSE:KO)

MarketBeat

Fermata Advisors LLC acquired a new position in The Coca-Cola Company (NYSE:KO - Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 6,404 shares of the company's stock, valued at approximately $459,000. Other insti

NYSE:KO
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Fermata Advisors LLC Boosts Position in ServiceNow, Inc. (NYSE:NOW)

MarketBeat

Fermata Advisors LLC raised its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 192.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 637 shares of the information technology services provide

NYSE:NOW
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Naples Global Advisors LLC Sells 8,116 Shares of Albemarle Co. (NYSE:ALB)

MarketBeat

Naples Global Advisors LLC trimmed its position in Albemarle Co. (NYSE:ALB - Free Report) by 19.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 34,300 shares of the specialty chemicals company's stock after selling 8,116 shares during

NYSE:ALB
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Novo Nordisk A/S logo with Medical background

Naples Global Advisors LLC Buys Shares of 11,764 Novo Nordisk A/S (NYSE:NVO)

MarketBeat
NYSE:NVO
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Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Bought by Naples Global Advisors LLC

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NASDAQ:ADP
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Naples Global Advisors LLC Cuts Stake in Comcast Co. (NASDAQ:CMCSA)

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NASDAQ:CMCSA
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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB) Shares Acquired by Naples Global Advisors LLC

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NASDAQ:OMAB
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Naples Global Advisors LLC Has $1.97 Million Position in Huntington Ingalls Industries, Inc. (NYSE:HII)

MarketBeat
NYSE:HII
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ORIX Co. (NYSE:IX) Shares Bought by Naples Global Advisors LLC

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NYSE:IX
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Beacon Financial Group Has $425,000 Holdings in CVS Health Co. (NYSE:CVS)

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NYSE:CVS
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Beacon Financial Group Cuts Stock Holdings in Cencora, Inc. (NYSE:COR)

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NYSE:COR
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Beacon Financial Group Has $597,000 Holdings in Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Beacon Financial Group Decreases Position in Boyd Gaming Co. (NYSE:BYD)

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NYSE:BYD
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The Hershey Company (NYSE:HSY) Shares Bought by Beacon Financial Group

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NYSE:HSY
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Beacon Financial Group Raises Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

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NASDAQ:HON
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Beacon Financial Group Has $970,000 Stock Position in DuPont de Nemours, Inc. (NYSE:DD)

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NYSE:DD
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Beacon Financial Group Has $1.12 Million Stake in Franco-Nevada Co. (NYSE:FNV)

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NYSE:FNV
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Beacon Financial Group Has $1.18 Million Position in ConocoPhillips (NYSE:COP)

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NYSE:COP
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Agnico Eagle Mines Limited (NYSE:AEM) Shares Sold by Beacon Financial Group

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NYSE:AEM
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733 Shares in AppLovin Co. (NASDAQ:APP) Purchased by Matrix Trust Co

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NASDAQ:APP
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Matrix Trust Co Acquires New Position in Uber Technologies, Inc. (NYSE:UBER)

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NYSE:UBER
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Matrix Trust Co Acquires Shares of 1,106 GE Aerospace (NYSE:GE)

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NYSE:GE
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Matrix Trust Co Invests $221,000 in Booking Holdings Inc. (NASDAQ:BKNG)

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NASDAQ:BKNG
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Secure Asset Management LLC Sells 1,268 Shares of Cintas Co. (NASDAQ:CTAS)

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NASDAQ:CTAS
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Secure Asset Management LLC Purchases Shares of 3,016 Arista Networks, Inc. (NYSE:ANET)

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NYSE:ANET
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Secure Asset Management LLC Has $235,000 Holdings in Target Co. (NYSE:TGT)

MarketBeat
NYSE:TGT
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Secure Asset Management LLC Sells 6,136 Shares of Constellation Brands, Inc. (NYSE:STZ)

MarketBeat
NYSE:STZ
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