RPG Investment Advisory LLC grew its stake in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 8.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 45,763 shares of the company’s stock after buying an additional 3,457 shares during the quarter. RPG Investment Advisory LLC’s holdings in Zscaler were worth $7,823,000 at […]

Richardson Capital Management LLC lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,288 shares of the company’s stock after selling 45 shares during the period. Vanguard Total Stock Market […]

Rakuten Securities Inc. reduced its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 30.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 890 shares of the company’s stock after selling 391 shares during the period. Rakuten Securities Inc.’s holdings […]

Savvy Advisors Inc. boosted its position in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 20.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 3,094 shares of the financial services provider’s stock after buying an additional 531 shares during the quarter. Savvy Advisors Inc.’s holdings in Aflac were worth $346,000 at the end […]

Mascoma Wealth Management LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,141 shares of the exchange traded fund’s stock after selling 207 shares during the period. Invesco QQQ comprises approximately 0.5% […]

Aptus Capital Advisors LLC raised its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 171,525 shares of the company’s stock after buying an additional 12,247 shares during the quarter. Aptus Capital Advisors LLC owned about […]

Barnett & Company Inc. increased its holdings in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 4.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,050 shares of the financial services provider’s stock after acquiring an additional 1,300 shares during […]

Arcus Capital Partners LLC reduced its position in Mastercard Incorporated (NYSE:MA – Free Report) by 19.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,137 shares of the credit services provider’s stock after selling 278 shares during the quarter. Arcus Capital Partners LLC’s […]

First Heartland Consultants Inc. reduced its stake in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 78.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 152,615 shares of the company’s stock after selling 561,300 shares […]

Arcus Capital Partners LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,538 shares of the healthcare conglomerate’s stock after selling 123 shares during the quarter. Arcus Capital Partners […]

Apollon Financial LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,334 shares of the company’s stock after selling 187 shares during the quarter. Apollon Financial […]

Ashton Thomas Securities LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 128.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,524 shares of the healthcare conglomerate’s stock after purchasing an additional 1,419 shares during the quarter. Ashton Thomas […]

Chartwell Investment Partners LLC boosted its stake in shares of American Express (NYSE:AXP – Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,614 shares of the payment services company’s stock after purchasing an additional 716 […]

Cumberland Partners Ltd acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 17,535 shares of the credit services provider’s stock, valued at approximately $1,368,000. Other large investors […]

Cumberland Partners Ltd purchased a new stake in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 142,444 shares of the financial services provider’s stock, valued at approximately $10,400,000. A number of other institutional investors […]

FDx Advisors Inc. lowered its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 18.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,222 shares of the company’s stock after selling 1,639 shares during the quarter. FDx Advisors Inc.’s holdings […]

Migdal Insurance & Financial Holdings Ltd. reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 31.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,332 shares of the company’s stock after selling […]

Migdal Insurance & Financial Holdings Ltd. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,029 shares of the healthcare conglomerate’s stock after selling 216 shares during […]

Barnett & Company Inc. lowered its position in OneMain Holdings, Inc. (NYSE:OMF – Free Report) by 0.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 125,823 shares of the financial services provider’s stock after selling 1,000 shares during the period. OneMain […]

Lountzis Asset Management LLC reduced its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 0.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,946 shares of the enterprise software provider’s stock after selling 65 shares during the period. […]

BML Capital Management LLC lifted its stake in shares of Oramed Pharmaceuticals Inc. (NASDAQ:ORMP – Free Report) by 62.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,186,191 shares of the biotechnology company’s stock after purchasing an additional 837,153 shares during the […]

Laffer Tengler Investments Inc. lessened its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 5.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 23,223 shares of the investment management company’s stock after selling 1,230 shares during the quarter. The Goldman […]

Tyler Stone Wealth Management boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 154.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,279 shares of the healthcare conglomerate’s stock after buying an additional 776 shares during […]

V2 Financial group LLC decreased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,300 shares of the company’s stock after selling 300 shares during the period. Vanguard Total Stock […]