Northstar Asset Management Inc. raised its stake in shares of Veralto Co. (NYSE:VLTO – Free Report) by 22.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 78,326 shares of the company’s stock after acquiring an additional 14,398 shares during the quarter. Veralto makes up […]

Northstar Asset Management Inc. raised its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,485 shares of the CRM provider’s stock after purchasing an additional 873 shares during the quarter. […]

Avidian Wealth Enterprises LLC grew its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,125 shares of the asset manager’s stock after purchasing an additional 120 shares […]

Forum Financial Management LP bought a new position in shares of Group 1 Automotive, Inc. (NYSE:GPI – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 597 shares of the company’s stock, valued at approximately $229,000. A number of other hedge funds and […]

Amalgamated Bank trimmed its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 4.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 114,942 shares of the real estate investment trust’s stock after selling 5,063 shares during the quarter. Amalgamated Bank’s holdings in Welltower […]

RTD Financial Advisors Inc. increased its stake in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 782,241 shares of the company’s stock after acquiring an additional 33,376 shares during the quarter. Invesco […]

Focused Wealth Management Inc boosted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 33.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,689 shares of the exchange traded fund’s stock after acquiring an additional 3,412 shares during the […]

Foster & Motley Inc. cut its position in shares of Nexstar Media Group, Inc. (NASDAQ:NXST – Free Report) by 1.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,905 shares of the company’s stock after selling 439 shares during the period. […]

National Pension Service lessened its stake in Lennar Co. (NYSE:LEN – Free Report) by 0.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 380,628 shares of the construction company’s stock after selling 1,951 shares during the quarter. National Pension Service owned about 0.14% of […]

Central Bank & Trust Co. lowered its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 5.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,858 shares of the coffee company’s stock after selling 526 shares during the quarter. Central Bank & Trust Co.’s […]

MinichMacGregor Wealth Management LLC raised its position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) by 0.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 254,978 shares of the company’s stock after purchasing an additional 937 shares during the […]

Falcon Wealth Planning bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 454 shares of the investment management company’s stock, valued at approximately $225,000. A number of other institutional […]

Alterna Wealth Management Inc. cut its stake in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 23.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,797 shares of the company’s stock after selling 2,347 shares during the […]

Clarity Capital Partners LLC lowered its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 19.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,997 shares of the company’s stock after selling 1,408 shares during the quarter. CrowdStrike accounts […]

Yacktman Asset Management LP decreased its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 330,318 shares of the aerospace company’s stock after selling 970 shares during the period. Lockheed […]

Global Wealth Management Investment Advisory Inc. raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 7.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,209 shares of the CRM provider’s stock after purchasing an additional 470 shares […]

Hanlon Investment Management Inc. grew its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 62.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,400 shares of the company’s stock after purchasing an additional 4,388 shares during […]

Impax Asset Management Group plc cut its holdings in A. O. Smith Co. (NYSE:AOS – Free Report) by 3.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,133,600 shares of the industrial products company’s stock after selling 115,611 shares during the quarter. Impax […]

Catalyst Private Wealth LLC lessened its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 958 shares of the software maker’s stock after selling 31 shares during the quarter. Catalyst Private Wealth LLC’s […]

Mn Services Vermogensbeheer B.V. reduced its position in shares of Lennar Co. (NYSE:LEN – Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 95,900 shares of the construction company’s stock after selling 2,400 shares during the period. Mn Services Vermogensbeheer […]

National Pension Service boosted its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 629,402 shares of the software company’s stock after purchasing an additional 61,622 shares during the quarter. National Pension […]