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Insigneo Advisory Services LLC Makes New $407,000 Investment in Ventas, Inc. (NYSE:VTR)

MarketBeat

Insigneo Advisory Services LLC acquired a new stake in shares of Ventas, Inc. (NYSE:VTR - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 5,919 shares of the real estate investment trust's stock, valued

NYSE:VTR
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Insigneo Advisory Services LLC Sells 6,152 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

MarketBeat

Insigneo Advisory Services LLC decreased its holdings in Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 36.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,868 shares of the natural resource company's stock after

NYSE:FCX
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Insigneo Advisory Services LLC Lowers Stake in Aflac Incorporated (NYSE:AFL)

MarketBeat

Insigneo Advisory Services LLC trimmed its holdings in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 43.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 4,134 shares of the financial services provider's stock after selling 3,142 shares during th

NYSE:AFL
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Insigneo Advisory Services LLC Decreases Holdings in Danaher Corporation (NYSE:DHR)

MarketBeat

Insigneo Advisory Services LLC cut its holdings in shares of Danaher Corporation (NYSE:DHR - Free Report) by 33.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,817 shares of the conglomerate's stock after selling 1,440 shares

NYSE:DHR
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Insigneo Advisory Services LLC Purchases 3,850 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

MarketBeat

Insigneo Advisory Services LLC grew its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 79.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,700 shares of the company's stock after

NASDAQ:MDLZ
Read Insigneo Advisory Services LLC Purchases 3,850 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)
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Unilever PLC (NYSE:UL) Shares Sold by Insigneo Advisory Services LLC

MarketBeat

Insigneo Advisory Services LLC lowered its stake in shares of Unilever PLC (NYSE:UL - Free Report) by 43.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,118 shares of the company's stock after selling 6,877 shares during the period. Insigneo

NYSE:UL
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Meta Platforms, Inc. (NASDAQ:META) is Insigneo Advisory Services LLC's 8th Largest Position

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NASDAQ:META
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NBT Bank N A NY Reduces Stake in Bank Of Montreal (NYSE:BMO)

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NYSE:BMO
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NBT Bank N A NY Decreases Stake in IQVIA Holdings Inc. (NYSE:IQV)

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NYSE:IQV
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NBT Bank N A NY Purchases 5,087 Shares of Corning Incorporated (NYSE:GLW)

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NYSE:GLW
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NBT Bank N A NY Raises Position in Woodward, Inc. (NASDAQ:WWD)

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NBT Bank N A NY Decreases Stake in Blackstone Inc. (NYSE:BX)

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NYSE:BX
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NBT Bank N A NY Makes New $352,000 Investment in Copart, Inc. (NASDAQ:CPRT)

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NBT Bank N A NY Sells 2,012 Shares of Tesla, Inc. (NASDAQ:TSLA)

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Robertson Stephens Wealth Management LLC Boosts Holdings in The Charles Schwab Corporation (NYSE:SCHW)

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NYSE:SCHW
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Robertson Stephens Wealth Management LLC Sells 1,784 Shares of Moody's Corporation (NYSE:MCO)

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NYSE:MCO
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Robertson Stephens Wealth Management LLC Invests $405,000 in ONEOK, Inc. (NYSE:OKE)

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NYSE:OKE
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Robertson Stephens Wealth Management LLC Has $1.03 Million Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)

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NASDAQ:ISRG
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Robertson Stephens Wealth Management LLC Takes $473,000 Position in OGE Energy Corporation (NYSE:OGE)

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NYSE:OGE
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Robertson Stephens Wealth Management LLC Raises Stock Position in Marriott International, Inc. (NASDAQ:MAR)

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NASDAQ:MAR
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Robertson Stephens Wealth Management LLC Sells 3,013 Shares of Lockheed Martin Corporation (NYSE:LMT)

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NYSE:LMT
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Robertson Stephens Wealth Management LLC Has $643,000 Stake in Philip Morris International Inc. (NYSE:PM)

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NYSE:PM
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Robertson Stephens Wealth Management LLC Has $676,000 Stock Holdings in Oracle Corporation (NYSE:ORCL)

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NYSE:ORCL
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Robertson Stephens Wealth Management LLC Invests $1.06 Million in Innovex International, Inc. (NYSE:INVX)

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NYSE:INVX
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Meta Platforms, Inc. (NASDAQ:META) Stock Position Increased by Lynch & Associates IN

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NASDAQ:META
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Alphabet Inc. (NASDAQ:GOOGL) Stock Position Trimmed by Strategic Advisors LLC

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NASDAQ:GOOGL
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Chicago Capital LLC Invests $227,000 in Aptiv PLC (NYSE:APTV)

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NYSE:APTV
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Chicago Capital LLC Sells 15,479 Shares of McKesson Corporation (NYSE:MCK)

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NYSE:MCK
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Strategic Advisors LLC Reduces Stake in Meta Platforms, Inc. (NASDAQ:META)

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Chicago Capital LLC Takes $304,000 Position in Generac Holdings Inc. (NYSE:GNRC)

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NYSE:GNRC
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