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Confluence Investment Management LLC Takes $13.62 Million Position in The Walt Disney Company (NYSE:DIS)

MarketBeat

Confluence Investment Management LLC purchased a new stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 138,018 shares of the entertainment giant

NYSE:DIS
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Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Confluence Investment Management LLC

MarketBeat

Confluence Investment Management LLC decreased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 283,770 shares of the information services provi

NASDAQ:GOOG
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Confluence Investment Management LLC Grows Position in United Parcel Service, Inc. (NYSE:UPS)

MarketBeat

Confluence Investment Management LLC raised its holdings in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 6.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 638,607 shares of th

NYSE:UPS
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Confluence Investment Management LLC Sells 14,570 Shares of Oracle Co. (NYSE:ORCL)

MarketBeat

Confluence Investment Management LLC lessened its stake in shares of Oracle Co. (NYSE:ORCL - Free Report) by 2.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 535,729 shares of the enterprise softw

NYSE:ORCL
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Confluence Investment Management LLC Sells 10,546 Shares of Chevron Co. (NYSE:CVX)

MarketBeat

Confluence Investment Management LLC reduced its stake in shares of Chevron Co. (NYSE:CVX - Free Report) by 1.4% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 734,333 shares of the oil and gas company's stock after selling 10,546 shares du

NYSE:CVX
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Chipotle Mexican Grill, Inc. (NYSE:CMG) Shares Bought by Centaurus Financial Inc.

MarketBeat

Centaurus Financial Inc. raised its position in Chipotle Mexican Grill, Inc. (NYSE:CMG - Free Report) by 159.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 97,343 shares of the restaurant

NYSE:CMG
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6,055 Shares in Palo Alto Networks, Inc. (NASDAQ:PANW) Acquired by Wealthedge Investment Advisors LLC

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NASDAQ:PANW
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Wealthedge Investment Advisors LLC Invests $2.77 Million in United Parcel Service, Inc. (NYSE:UPS)

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NYSE:UPS
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Wealthedge Investment Advisors LLC Buys New Shares in CVS Health Co. (NYSE:CVS)

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NYSE:CVS
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Tyler Technologies, Inc. (NYSE:TYL) Shares Sold by Centaurus Financial Inc.

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NYSE:TYL
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GFL Environmental Inc. (NYSE:GFL) Shares Sold by Centaurus Financial Inc.

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NYSE:GFL
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Centaurus Financial Inc. Buys New Stake in Nebius Group N.V. (NASDAQ:NBIS)

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NASDAQ:NBIS
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Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by Centaurus Financial Inc.

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NASDAQ:ADSK
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Centaurus Financial Inc. Sells 3,552 Shares of Floor & Decor Holdings, Inc. (NYSE:FND)

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NYSE:FND
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Alarm.com Holdings, Inc. (NASDAQ:ALRM) Shares Bought by Centaurus Financial Inc.

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NASDAQ:ALRM
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Wealthedge Investment Advisors LLC Makes New $397,000 Investment in Ecopetrol S.A. (NYSE:EC)

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NYSE:EC
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Wealthedge Investment Advisors LLC Invests $398,000 in Sociedad Química y Minera de Chile S.A. (NYSE:SQM)

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NYSE:SQM
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Wealthedge Investment Advisors LLC Takes $398,000 Position in Samsara Inc. (NYSE:IOT)

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NYSE:IOT
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Wealthedge Investment Advisors LLC Makes New Investment in Spotify Technology S.A. (NYSE:SPOT)

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NYSE:SPOT
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Wealthedge Investment Advisors LLC Acquires New Shares in McDonald's Co. (NYSE:MCD)

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NYSE:MCD
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11,971 Shares in LKQ Co. (NASDAQ:LKQ) Purchased by Wealthedge Investment Advisors LLC

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NASDAQ:LKQ
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Wealthedge Investment Advisors LLC Invests $441,000 in FS KKR Capital Corp. (NYSE:FSK)

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NYSE:FSK
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3,995 Shares in Science Applications International Co. (NYSE:SAIC) Bought by Wealthedge Investment Advisors LLC

MarketBeat
NYSE:SAIC
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Wealthedge Investment Advisors LLC Acquires Shares of 33,694 Nutrien Ltd. (NYSE:NTR)

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NYSE:NTR
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7,689 Shares in Affirm Holdings, Inc. (NASDAQ:AFRM) Acquired by Wealthedge Investment Advisors LLC

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NASDAQ:AFRM
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Wealthedge Investment Advisors LLC Makes New Investment in Healthpeak Properties, Inc. (NYSE:DOC)

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NYSE:DOC
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Wealthedge Investment Advisors LLC Invests $487,000 in UGI Co. (NYSE:UGI)

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NYSE:UGI
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67,958 Shares in Gran Tierra Energy Inc. (NYSE:GTE) Bought by Wealthedge Investment Advisors LLC

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NYSE:GTE
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Wealthedge Investment Advisors LLC Purchases Shares of 34,586 Black Stone Minerals, L.P. (NYSE:BSM)

MarketBeat
NYSE:BSM
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Wealthedge Investment Advisors LLC Takes $521,000 Position in Emerson Electric Co. (NYSE:EMR)

MarketBeat
NYSE:EMR
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