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Southern logo with Utilities background

Focus Partners Wealth Lowers Position in Southern Company (The) $SO

MarketBeat

Focus Partners Wealth cut its stake in shares of Southern Company (The) (NYSE:SO - Free Report) by 2.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,272,255 shares of the utilities provider's stock after selling 25,957 shares

NYSE:SO
Read Focus Partners Wealth Lowers Position in Southern Company (The) $SO
BlackRock logo with Finance background

Focus Partners Wealth Purchases 24,962 Shares of BlackRock $BLK

MarketBeat

Focus Partners Wealth boosted its position in shares of BlackRock (NYSE:BLK - Free Report) by 21.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 139,904 shares of the asset manager's stock after purchasing an additional 24,962 s

NYSE:BLK
Read Focus Partners Wealth Purchases 24,962 Shares of BlackRock $BLK
Accenture logo with Computer and Technology background

Focus Partners Wealth Grows Stake in Accenture PLC $ACN

MarketBeat

Focus Partners Wealth lifted its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 4.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 432,652 shares of the information technology service

NYSE:ACN
Read Focus Partners Wealth Grows Stake in Accenture PLC $ACN
McDonald's logo with Retail/Wholesale background

Focus Partners Wealth Has $138.06 Million Stake in McDonald's Corporation $MCD

MarketBeat

Focus Partners Wealth raised its position in McDonald's Corporation (NYSE:MCD - Free Report) by 6.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 441,983 shares of the fast-food giant's stock after purchasing an additi

NYSE:MCD
Read Focus Partners Wealth Has $138.06 Million Stake in McDonald's Corporation $MCD
Home Depot logo with Retail/Wholesale background

Focus Partners Wealth Grows Holdings in The Home Depot, Inc. $HD

MarketBeat

Focus Partners Wealth raised its stake in The Home Depot, Inc. (NYSE:HD - Free Report) by 4.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 423,287 shares of the home improvement retailer's stock after purchasing an additional 16,654 shares during the period.

NYSE:HD
Read Focus Partners Wealth Grows Holdings in The Home Depot, Inc. $HD
Procter & Gamble logo with Consumer Staples background

Focus Partners Wealth Buys 145,344 Shares of Procter & Gamble Company (The) $PG

MarketBeat

Focus Partners Wealth raised its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 8.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,782,391 shares of the company's stock after buying an additional 145,344 shares

NYSE:PG
Read Focus Partners Wealth Buys 145,344 Shares of Procter & Gamble Company (The) $PG

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Pure Storage logo with Computer and Technology background

Capital Impact Advisors LLC Makes New $5.62 Million Investment in Pure Storage, Inc. $PSTG

MarketBeat
NYSE:PSTG
Read Capital Impact Advisors LLC Makes New $5.62 Million Investment in Pure Storage, Inc. $PSTG
AppFolio logo with Computer and Technology background

26,464 Shares in AppFolio, Inc. $APPF Bought by Capital Impact Advisors LLC

MarketBeat
NASDAQ:APPF
Read 26,464 Shares in AppFolio, Inc. $APPF Bought by Capital Impact Advisors LLC
Medpace logo with Medical background

Capital Impact Advisors LLC Makes New $6.13 Million Investment in Medpace Holdings, Inc. $MEDP

MarketBeat
NASDAQ:MEDP
Read Capital Impact Advisors LLC Makes New $6.13 Million Investment in Medpace Holdings, Inc. $MEDP
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83,769 Shares in Globus Medical, Inc. $GMED Bought by Capital Impact Advisors LLC

MarketBeat
NYSE:GMED
Read 83,769 Shares in Globus Medical, Inc. $GMED Bought by Capital Impact Advisors LLC
United Therapeutics logo with Medical background

21,112 Shares in United Therapeutics Corporation $UTHR Acquired by Capital Impact Advisors LLC

MarketBeat
NASDAQ:UTHR
Read 21,112 Shares in United Therapeutics Corporation $UTHR Acquired by Capital Impact Advisors LLC
Natera logo with Medical background

Capital Impact Advisors LLC Acquires Shares of 47,281 Natera, Inc. $NTRA

MarketBeat
NASDAQ:NTRA
Read Capital Impact Advisors LLC Acquires Shares of 47,281 Natera, Inc. $NTRA
Datadog logo with Computer and Technology background

Capital Impact Advisors LLC Invests $6.70 Million in Datadog, Inc. $DDOG

MarketBeat
NASDAQ:DDOG
Read Capital Impact Advisors LLC Invests $6.70 Million in Datadog, Inc. $DDOG
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Capital Impact Advisors LLC Invests $6.85 Million in Paylocity Holding Corporation $PCTY

MarketBeat
NASDAQ:PCTY
Read Capital Impact Advisors LLC Invests $6.85 Million in Paylocity Holding Corporation $PCTY
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Capital Impact Advisors LLC Buys New Stake in DraftKings Inc. $DKNG

MarketBeat
NASDAQ:DKNG
Read Capital Impact Advisors LLC Buys New Stake in DraftKings Inc. $DKNG
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Capital Impact Advisors LLC Buys New Position in Ubiquiti Inc. $UI

MarketBeat
NYSE:UI
Read Capital Impact Advisors LLC Buys New Position in Ubiquiti Inc. $UI
Toast logo with Computer and Technology background

Capital Impact Advisors LLC Purchases Shares of 221,662 Toast, Inc. $TOST

MarketBeat
NYSE:TOST
Read Capital Impact Advisors LLC Purchases Shares of 221,662 Toast, Inc. $TOST
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201,609 Shares in Exelixis, Inc. $EXEL Purchased by Capital Impact Advisors LLC

MarketBeat
NASDAQ:EXEL
Read 201,609 Shares in Exelixis, Inc. $EXEL Purchased by Capital Impact Advisors LLC
Middlefield Banc logo with Finance background

Flaharty Asset Management LLC Reduces Stock Holdings in Middlefield Banc Corp. $MBCN

MarketBeat
NASDAQ:MBCN
Read Flaharty Asset Management LLC Reduces Stock Holdings in Middlefield Banc Corp. $MBCN
Corpay logo with Business Services background

Capital Impact Advisors LLC Buys New Stake in Corpay, Inc. $CPAY

MarketBeat
NYSE:CPAY
Read Capital Impact Advisors LLC Buys New Stake in Corpay, Inc. $CPAY
ResMed logo with Medical background

38,139 Shares in ResMed Inc. $RMD Bought by Capital Impact Advisors LLC

MarketBeat
NYSE:RMD
Read 38,139 Shares in ResMed Inc. $RMD Bought by Capital Impact Advisors LLC
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Capital Impact Advisors LLC Makes New $8.91 Million Investment in Synopsys, Inc. $SNPS

MarketBeat
NASDAQ:SNPS
Read Capital Impact Advisors LLC Makes New $8.91 Million Investment in Synopsys, Inc. $SNPS
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Capital Impact Advisors LLC Makes New Investment in Airbnb, Inc. $ABNB

MarketBeat
NASDAQ:ABNB
Read Capital Impact Advisors LLC Makes New Investment in Airbnb, Inc. $ABNB
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Capital Impact Advisors LLC Purchases New Stake in Copart, Inc. $CPRT

MarketBeat
NASDAQ:CPRT
Read Capital Impact Advisors LLC Purchases New Stake in Copart, Inc. $CPRT
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Capital Impact Advisors LLC Makes New $10.79 Million Investment in DoorDash, Inc. $DASH

MarketBeat
NASDAQ:DASH
Read Capital Impact Advisors LLC Makes New $10.79 Million Investment in DoorDash, Inc. $DASH
RTX logo with Aerospace background

1,649 Shares in RTX Corporation $RTX Bought by Flaharty Asset Management LLC

MarketBeat
NYSE:RTX
Read 1,649 Shares in RTX Corporation $RTX Bought by Flaharty Asset Management LLC
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Flaharty Asset Management LLC Invests $210,000 in Reddit Inc. $RDDT

MarketBeat
NYSE:RDDT
Read Flaharty Asset Management LLC Invests $210,000 in Reddit Inc. $RDDT
Progressive logo with Finance background

The Progressive Corporation $PGR Shares Sold by Nepc LLC

MarketBeat
NYSE:PGR
Read The Progressive Corporation $PGR Shares Sold by Nepc LLC
United Parcel Service logo with Transportation background

United Parcel Service (NYSE:UPS) Earns Underperform Rating from Bank of America

MarketBeat
NYSE:UPS
Read United Parcel Service (NYSE:UPS) Earns Underperform Rating from Bank of America
Chipotle Mexican Grill logo with Retail/Wholesale background

Chipotle Mexican Grill (NYSE:CMG) Given Equal Weight Rating at Stephens

MarketBeat
NYSE:CMG
Read Chipotle Mexican Grill (NYSE:CMG) Given Equal Weight Rating at Stephens