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Summit Wealth Group LLC Buys Shares of 9,879 Analog Devices, Inc. $ADI

Summit Wealth Group LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 9,879 shares of the semiconductor company's stock, valued

NASDAQ:ADI
Read Summit Wealth Group LLC Buys Shares of 9,879 Analog Devices, Inc. $ADI
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Retirement Planning Group LLC Trims Stock Position in Invesco QQQ $QQQ

Retirement Planning Group LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 8.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,789 shares of the exchange traded fund's stock

NASDAQ:QQQ
Read Retirement Planning Group LLC Trims Stock Position in Invesco QQQ $QQQ
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Tesla, Inc. $TSLA Shares Sold by Mattern Capital Management LLC

Mattern Capital Management LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 54.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,229 shares of the electric vehic

NASDAQ:TSLA
Read Tesla, Inc. $TSLA Shares Sold by Mattern Capital Management LLC
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Mattern Capital Management LLC Makes New $1.49 Million Investment in MSCI Inc $MSCI

Mattern Capital Management LLC bought a new stake in MSCI Inc (NYSE:MSCI - Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 2,764 shares of the technology company's stock, valued at approximately $1,490,000. A numb

NYSE:MSCI
Read Mattern Capital Management LLC Makes New $1.49 Million Investment in MSCI Inc $MSCI
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Mattern Capital Management LLC Has $2.04 Million Stock Holdings in Salesforce Inc. $CRM

Mattern Capital Management LLC grew its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 119.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 10,927 shares of the CRM provider's stock after purchasing an additional 5,947 shares during

NYSE:CRM
Read Mattern Capital Management LLC Has $2.04 Million Stock Holdings in Salesforce Inc. $CRM
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Mattern Capital Management LLC Cuts Stock Holdings in Realty Income Corporation $O

Mattern Capital Management LLC decreased its position in Realty Income Corporation (NYSE:O - Free Report) by 34.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,836 shares of the rea

NYSE:O
Read Mattern Capital Management LLC Cuts Stock Holdings in Realty Income Corporation $O

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Amphenol Corporation $APH Shares Sold by Mattern Capital Management LLC

NYSE:APH
Read Amphenol Corporation $APH Shares Sold by Mattern Capital Management LLC
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Mattern Capital Management LLC Has $7.81 Million Stock Position in Cisco Systems, Inc. $CSCO

NASDAQ:CSCO
Read Mattern Capital Management LLC Has $7.81 Million Stock Position in Cisco Systems, Inc. $CSCO
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Texas Instruments Incorporated $TXN Position Cut by Mattern Capital Management LLC

NASDAQ:TXN
Read Texas Instruments Incorporated $TXN Position Cut by Mattern Capital Management LLC
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Mattern Capital Management LLC Sells 2,664 Shares of Parker-Hannifin Corporation $PH

NYSE:PH
Read Mattern Capital Management LLC Sells 2,664 Shares of Parker-Hannifin Corporation $PH
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Amgen Inc. $AMGN Shares Sold by Mattern Capital Management LLC

NASDAQ:AMGN
Read Amgen Inc. $AMGN Shares Sold by Mattern Capital Management LLC
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Mattern Capital Management LLC Sells 20,895 Shares of Analog Devices, Inc. $ADI

NASDAQ:ADI
Read Mattern Capital Management LLC Sells 20,895 Shares of Analog Devices, Inc. $ADI
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Mattern Capital Management LLC Increases Stake in Accenture PLC $ACN

NYSE:ACN
Read Mattern Capital Management LLC Increases Stake in Accenture PLC $ACN
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Mattern Capital Management LLC Buys 37,547 Shares of Waste Management, Inc. $WM

NYSE:WM
Read Mattern Capital Management LLC Buys 37,547 Shares of Waste Management, Inc. $WM
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Paychex, Inc. $PAYX Position Lifted by Mattern Capital Management LLC

NASDAQ:PAYX
Read Paychex, Inc. $PAYX Position Lifted by Mattern Capital Management LLC
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Mattern Capital Management LLC Purchases 10,595 Shares of Intuit Inc. $INTU

NASDAQ:INTU
Read Mattern Capital Management LLC Purchases 10,595 Shares of Intuit Inc. $INTU
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FactSet Research Systems Inc. $FDS Position Raised by Mattern Capital Management LLC

NYSE:FDS
Read FactSet Research Systems Inc. $FDS Position Raised by Mattern Capital Management LLC
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UnitedHealth Group Incorporated $UNH Shares Bought by Mattern Capital Management LLC

NYSE:UNH
Read UnitedHealth Group Incorporated $UNH Shares Bought by Mattern Capital Management LLC
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Mattern Capital Management LLC Grows Stock Position in Abbott Laboratories $ABT

NYSE:ABT
Read Mattern Capital Management LLC Grows Stock Position in Abbott Laboratories $ABT
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Mattern Capital Management LLC Purchases 24,812 Shares of WEC Energy Group, Inc. $WEC

NYSE:WEC
Read Mattern Capital Management LLC Purchases 24,812 Shares of WEC Energy Group, Inc. $WEC
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Legacy Capital Group California Inc. Takes Position in Comfort Systems USA, Inc. $FIX

NYSE:FIX
Read Legacy Capital Group California Inc. Takes Position in Comfort Systems USA, Inc. $FIX
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Legacy Capital Group California Inc. Sells 30,007 Shares of Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read Legacy Capital Group California Inc. Sells 30,007 Shares of Advanced Micro Devices, Inc. $AMD
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Legacy Capital Group California Inc. Sells 8,131 Shares of Palantir Technologies Inc. $PLTR

NASDAQ:PLTR
Read Legacy Capital Group California Inc. Sells 8,131 Shares of Palantir Technologies Inc. $PLTR
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Legacy Capital Group California Inc. Sells 2,827 Shares of The Goldman Sachs Group, Inc. $GS

NYSE:GS
Read Legacy Capital Group California Inc. Sells 2,827 Shares of The Goldman Sachs Group, Inc. $GS
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Lam Research Corporation $LRCX Shares Sold by Legacy Capital Group California Inc.

NASDAQ:LRCX
Read Lam Research Corporation $LRCX Shares Sold by Legacy Capital Group California Inc.
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Seagate Technology Holdings PLC $STX Shares Sold by Legacy Capital Group California Inc.

NASDAQ:STX
Read Seagate Technology Holdings PLC $STX Shares Sold by Legacy Capital Group California Inc.
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Legacy Capital Group California Inc. Sells 2,959 Shares of Micron Technology, Inc. $MU

NASDAQ:MU
Read Legacy Capital Group California Inc. Sells 2,959 Shares of Micron Technology, Inc. $MU
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Legacy Capital Group California Inc. Cuts Stake in International Business Machines Corporation $IBM

NYSE:IBM
Read Legacy Capital Group California Inc. Cuts Stake in International Business Machines Corporation $IBM
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Legacy Capital Group California Inc. Sells 9,746 Shares of Corning Incorporated $GLW

NYSE:GLW
Read Legacy Capital Group California Inc. Sells 9,746 Shares of Corning Incorporated $GLW
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The Walt Disney Company $DIS Shares Sold by Legacy Capital Group California Inc.

NYSE:DIS
Read The Walt Disney Company $DIS Shares Sold by Legacy Capital Group California Inc.

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