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EP Wealth Advisors LLC Purchases 8,886 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

EP Wealth Advisors LLC boosted its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 44.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 28,959 shares of the company's stock aft

NASDAQ:PLTR
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EP Wealth Advisors LLC Has $3.09 Million Holdings in AppLovin Co. (NASDAQ:APP)

MarketBeat

EP Wealth Advisors LLC decreased its stake in AppLovin Co. (NASDAQ:APP - Free Report) by 28.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,545 shares of the company's stock after selling 3,868 shar

NASDAQ:APP
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EP Wealth Advisors LLC Decreases Holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

MarketBeat

EP Wealth Advisors LLC lowered its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM - Free Report) by 16.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 21,331 shares of the semiconductor company's stock after sel

NYSE:TSM
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EP Wealth Advisors LLC Decreases Stake in Uber Technologies, Inc. (NYSE:UBER)

MarketBeat

EP Wealth Advisors LLC lowered its position in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 26.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 64,841 shares of the ride-sharing company's stock after selling

NYSE:UBER
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EP Wealth Advisors LLC Raises Stake in ServiceNow, Inc. (NYSE:NOW)

MarketBeat

EP Wealth Advisors LLC increased its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,718 shares of the information technology services provider's stock after buying an additional

NYSE:NOW
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EP Wealth Advisors LLC Trims Stake in GE Aerospace (NYSE:GE)

MarketBeat

EP Wealth Advisors LLC lowered its holdings in GE Aerospace (NYSE:GE - Free Report) by 16.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,262 shares of the company's stock after selling

NYSE:GE
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EP Wealth Advisors LLC Grows Stock Position in AT&T Inc. (NYSE:T)

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NYSE:T
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EP Wealth Advisors LLC Sells 89,304 Shares of SoFi Technologies, Inc. (NASDAQ:SOFI)

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NASDAQ:SOFI
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Concentric Capital Strategies LP Makes New Investment in The Coca-Cola Company (NYSE:KO)

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NYSE:KO
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AbbVie Inc. (NYSE:ABBV) Shares Sold by Concentric Capital Strategies LP

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NYSE:ABBV
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Concentric Capital Strategies LP Has $258,000 Stock Position in Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Concentric Capital Strategies LP Lowers Stake in Exxon Mobil Co. (NYSE:XOM)

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NYSE:XOM
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2,845 Shares in The Walt Disney Company (NYSE:DIS) Acquired by Concentric Capital Strategies LP

MarketBeat
NYSE:DIS
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UnitedHealth Group Incorporated (NYSE:UNH) Position Lessened by Concentric Capital Strategies LP

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NYSE:UNH
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Johnson & Johnson (NYSE:JNJ) Shares Sold by Concentric Capital Strategies LP

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NYSE:JNJ
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Uber Technologies, Inc. (NYSE:UBER) Shares Acquired by CoreCap Advisors LLC

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NYSE:UBER
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CoreCap Advisors LLC Sells 12,161 Shares of Newmont Co. (NYSE:NEM)

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NYSE:NEM
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CoreCap Advisors LLC Sells 8,485 Shares of Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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CoreCap Advisors LLC Sells 4,424 Shares of GE Aerospace (NYSE:GE)

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NYSE:GE
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United Parcel Service, Inc. (NYSE:UPS) Shares Purchased by CoreCap Advisors LLC

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NYSE:UPS
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CoreCap Advisors LLC Purchases 737 Shares of ServiceNow, Inc. (NYSE:NOW)

MarketBeat
NYSE:NOW
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CoreCap Advisors LLC Cuts Position in QUALCOMM Incorporated (NASDAQ:QCOM)

MarketBeat
NASDAQ:QCOM
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CoreCap Advisors LLC Acquires 12,489 Shares of AT&T Inc. (NYSE:T)

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NYSE:T
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CoreCap Advisors LLC Has $1.80 Million Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat
NYSE:UNH
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Cresset Asset Management LLC Lowers Position in Robinhood Markets, Inc. (NASDAQ:HOOD)

MarketBeat
NASDAQ:HOOD
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Cresset Asset Management LLC Sells 20,292 Shares of The Boeing Company (NYSE:BA)

MarketBeat
NYSE:BA
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Cresset Asset Management LLC Sells 55,409 Shares of GE Aerospace (NYSE:GE)

MarketBeat
NYSE:GE
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Cresset Asset Management LLC Grows Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

MarketBeat
NYSE:EPD
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Cresset Asset Management LLC Sells 526,771 Shares of Archer Aviation Inc. (NYSE:ACHR)

MarketBeat
NYSE:ACHR
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Cresset Asset Management LLC Decreases Holdings in Novo Nordisk A/S (NYSE:NVO)

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NYSE:NVO
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