NorthRock Partners LLC lessened its stake in Trane Technologies plc (NYSE:TT – Free Report) by 33.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 577 shares of the company’s stock after selling 288 shares during the quarter. NorthRock Partners LLC’s holdings in Trane Technologies were worth $224,000 […]

Financial Enhancement Group LLC purchased a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 688 shares of the company’s stock, valued at approximately $1,412,000. Several other institutional investors have also […]

Crestwood Advisors Group LLC grew its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 14.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,385 shares of the insurance provider’s stock after acquiring an additional 180 shares during the quarter. Crestwood […]

Financial Enhancement Group LLC lifted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,533 shares of the oil and gas company’s stock after acquiring an additional […]

Graypoint LLC lifted its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 6.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,503 shares of the information technology services provider’s stock after acquiring an additional 152 shares during the quarter. Graypoint LLC’s […]

Graypoint LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 54,555 shares of the information services provider’s stock after selling 1,253 shares during the period. Graypoint LLC’s holdings […]

Cozad Asset Management Inc. reduced its stake in shares of The Timken Company (NYSE:TKR – Free Report) by 5.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,571 shares of the industrial products company’s stock after selling 1,749 shares during the quarter. […]

Trademark Financial Management LLC lowered its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 8.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,708 shares of the utilities provider’s stock after selling 236 shares during the quarter. Trademark […]

Leeward Investments LLC MA lessened its holdings in shares of Humana Inc. (NYSE:HUM – Free Report) by 20.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,315 shares of the insurance provider’s stock after selling 9,158 shares during the quarter. […]

NorthRock Partners LLC lowered its stake in Humana Inc. (NYSE:HUM – Free Report) by 22.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 673 shares of the insurance provider’s stock after selling 195 shares during the period. NorthRock […]

Avidian Wealth Enterprises LLC raised its stake in The Cigna Group (NYSE:CI – Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,914 shares of the health services provider’s stock after buying an additional 57 shares during […]

Crestwood Advisors Group LLC acquired a new position in shares of Novartis AG (NYSE:NVS – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,104 shares of the company’s stock, valued at approximately $242,000. Other hedge funds also recently modified their […]

NorthRock Partners LLC lowered its position in shares of McKesson Co. (NYSE:MCK – Free Report) by 32.7% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 630 shares of the company’s stock after selling 306 shares during the quarter. NorthRock Partners LLC’s holdings in McKesson […]

United Advisor Group LLC purchased a new position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,469 shares of the software maker’s stock, valued at approximately $347,000. Other institutional investors have also made changes […]

HF Advisory Group LLC decreased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,309 shares of the company’s stock after selling 48 shares during the quarter. HF Advisory […]

Wisconsin Capital Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,439 shares of the company’s stock after buying an additional 42 shares during the quarter. Eli Lilly […]

One Plus One Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,295 shares of the healthcare conglomerate’s stock after buying an additional 35 shares during the quarter. […]

Benchmark Financial Wealth Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 15.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,593 shares of the cell phone carrier’s stock after buying an additional 998 […]

Consilium Wealth Advisory LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,426 shares of the healthcare conglomerate’s stock after acquiring an additional 464 shares during the quarter. UnitedHealth […]

NorthRock Partners LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 44.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,966 shares of the information services provider’s stock after selling 11,377 shares during the quarter. NorthRock Partners LLC’s holdings in […]

Financial Partners Group Inc lessened its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 18.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,271 shares of the construction company’s stock after selling 509 shares during the period. Financial Partners Group Inc’s holdings in Quanta Services […]

United Advisor Group LLC acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,578 shares of the enterprise software provider’s stock, valued at approximately $610,000. Other hedge funds […]

Callahan Advisors LLC boosted its holdings in shares of Permian Resources Co. (NYSE:PR – Free Report) by 25.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,674 shares of the company’s stock after purchasing an additional 3,000 shares during […]

Austin Private Wealth LLC grew its holdings in CyberArk Software Ltd. (NASDAQ:CYBR – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 815 shares of the technology company’s stock after acquiring an additional 52 shares […]

Greenwood Capital Associates LLC cut its holdings in shares of The Hackett Group, Inc. (NASDAQ:HCKT – Free Report) by 2.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,167 shares of the business services provider’s stock after selling 471 […]

Financial Security Advisor Inc. lowered its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 5.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,614 shares of the enterprise software provider’s stock after selling 519 shares during […]

Beacon Financial Advisory LLC increased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 2.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,048 shares of the wireless technology company’s stock after acquiring an additional 91 shares during the quarter. Beacon Financial […]

Radnor Capital Management LLC boosted its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 7,042 shares of the financial services provider’s stock after purchasing an additional 200 shares during the period. Radnor Capital Management LLC’s holdings […]

Radnor Capital Management LLC grew its stake in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 4.2% in the third quarter, Holdings Channel reports. The fund owned 19,587 shares of the basic materials company’s stock after acquiring an additional 791 shares during the quarter. Radnor Capital Management LLC’s holdings in DuPont de […]

PDS Planning Inc cut its holdings in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 7.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,126 shares of the information services provider’s stock after selling 87 shares during the quarter. PDS Planning Inc’s […]