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JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Lake Street Private Wealth LLC

MarketBeat

Lake Street Private Wealth LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 32,694 shares of the financial services provider's stock

NYSE:JPM
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Lake Street Private Wealth LLC Has $8.03 Million Position in Meta Platforms, Inc. (NASDAQ:META)

MarketBeat

Lake Street Private Wealth LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,933 shares of the social networki

NASDAQ:META
Read Lake Street Private Wealth LLC Has $8.03 Million Position in Meta Platforms, Inc. (NASDAQ:META)
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Diligent Investors LLC Buys 2,104 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

Diligent Investors LLC boosted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 27.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,799 shares of the company's stock after buying an additional 2,104 shares d

NASDAQ:PLTR
Read Diligent Investors LLC Buys 2,104 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)
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KWB Wealth Takes Position in CVB Financial Corp. (NASDAQ:CVBF)

MarketBeat

KWB Wealth acquired a new stake in CVB Financial Corp. (NASDAQ:CVBF - Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 13,757 shares of the financial services provider's stock, valued at ap

NASDAQ:CVBF
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FS KKR Capital Corp. (NYSE:FSK) Holdings Cut by Diligent Investors LLC

MarketBeat

Diligent Investors LLC decreased its stake in FS KKR Capital Corp. (NYSE:FSK - Free Report) by 17.3% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 59,552 shares of the company's stock after s

NYSE:FSK
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Diligent Investors LLC Has $1.65 Million Holdings in The Coca-Cola Company (NYSE:KO)

MarketBeat

Diligent Investors LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO - Free Report) by 23.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,965 shares of the company's stock after selling 6,981 shares dur

NYSE:KO
Read Diligent Investors LLC Has $1.65 Million Holdings in The Coca-Cola Company (NYSE:KO)

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Tesla, Inc. (NASDAQ:TSLA) Shares Bought by Diligent Investors LLC

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NASDAQ:TSLA
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Diligent Investors LLC Has $3.47 Million Stake in Walmart Inc. (NYSE:WMT)

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NYSE:WMT
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Eclectic Associates Inc. ADV Invests $255,000 in GE Aerospace (NYSE:GE)

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NYSE:GE
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Eclectic Associates Inc. ADV Sells 675 Shares of Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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Lands' End (NASDAQ:LE) Releases FY 2025 Earnings Guidance

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NASDAQ:LE
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KWB Wealth Acquires New Shares in The Boeing Company (NYSE:BA)

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NYSE:BA
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KWB Wealth Has $1.82 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

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NASDAQ:COST
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The Procter & Gamble Company (NYSE:PG) Shares Purchased by KWB Wealth

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NYSE:PG
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Zscaler, Inc. (NASDAQ:ZS) Shares Bought by Lmcg Investments LLC

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NASDAQ:ZS
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Lmcg Investments LLC Decreases Stock Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)

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NASDAQ:LULU
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Lmcg Investments LLC Has $3.95 Million Position in e.l.f. Beauty, Inc. (NYSE:ELF)

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NYSE:ELF
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The Cigna Group (NYSE:CI) Shares Sold by Lmcg Investments LLC

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NYSE:CI
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Lmcg Investments LLC Sells 22,623 Shares of Baker Hughes (NASDAQ:BKR)

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NASDAQ:BKR
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Lmcg Investments LLC Grows Position in CRH plc (NYSE:CRH)

MarketBeat
NYSE:CRH
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Lmcg Investments LLC Increases Stock Holdings in Enphase Energy, Inc. (NASDAQ:ENPH)

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NASDAQ:ENPH
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Trimble Inc. (NASDAQ:TRMB) Holdings Raised by Lmcg Investments LLC

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NASDAQ:TRMB
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Lmcg Investments LLC Has $5.07 Million Holdings in Fortinet, Inc. (NASDAQ:FTNT)

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NASDAQ:FTNT
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Lmcg Investments LLC Purchases 26,834 Shares of Agree Realty Co. (NYSE:ADC)

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NYSE:ADC
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Lmcg Investments LLC Has $5.59 Million Position in Sysco Co. (NYSE:SYY)

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NYSE:SYY
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Lmcg Investments LLC Sells 18,151 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

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NASDAQ:CSCO
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Lmcg Investments LLC Decreases Holdings in Adobe Inc. (NASDAQ:ADBE)

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NASDAQ:ADBE
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Lmcg Investments LLC Sells 6,657 Shares of Broadcom Inc. (NASDAQ:AVGO)

MarketBeat
NASDAQ:AVGO
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Eaton Co. plc (NYSE:ETN) Shares Purchased by Lmcg Investments LLC

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NYSE:ETN
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Keysight Technologies, Inc. (NYSE:KEYS) Shares Sold by Lmcg Investments LLC

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NYSE:KEYS
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