nVerses Capital LLC grew its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 105.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,200 shares of the financial services provider’s stock after purchasing an additional 7,300 shares during the period. […]

Beech Hill Advisors Inc. cut its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,435 shares of the online travel company’s stock after selling 985 shares during the […]

Cornerstone Wealth Management LLC boosted its holdings in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 1.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,676 shares of the industrial products company’s stock after acquiring an additional 53 shares during the […]

nVerses Capital LLC lifted its holdings in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 82.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,300 shares of the company’s stock after buying an additional 6,900 shares during […]

Global Retirement Partners LLC raised its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 5.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,741 shares of the company’s stock after acquiring an additional 1,290 shares during the quarter. Global Retirement Partners […]

Naviter Wealth LLC raised its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,691 shares of the wireless technology company’s stock after buying an additional 144 shares during the period. […]

Curran Financial Partners LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,374 shares of the oil and gas company’s stock after selling 292 shares during the […]

Cornerstone Wealth Management LLC lessened its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,897 shares of the asset manager’s stock after selling 1,047 shares during the […]

Kowal Investment Group LLC lowered its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,332 shares of the credit-card processor’s stock after selling 99 shares during the quarter. Kowal Investment […]

Mitchell & Pahl Private Wealth LLC boosted its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 1.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,282 shares of the company’s stock after buying an additional […]

Capstone Wealth Management Group LLC boosted its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 887.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 36,392 shares of the semiconductor manufacturer’s stock after buying an additional 32,705 shares during the period. Broadcom makes up 3.7% of Capstone Wealth Management Group LLC’s investment portfolio, making […]

Kowal Investment Group LLC grew its holdings in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 27.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,689 shares of the company’s stock after acquiring an additional 368 shares during the period. Kowal Investment Group LLC’s holdings in Spotify Technology were worth $622,000 […]

B.O.S.S. Retirement Advisors LLC boosted its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,765 shares of the financial services provider’s stock after buying an additional […]

Firethorn Wealth Partners LLC purchased a new position in Palantir Technologies Inc. (NYSE:PLTR – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,532 shares of the company’s stock, valued at approximately $206,000. Several other institutional investors have also […]

AAFMAA Wealth Management & Trust LLC boosted its holdings in Chesapeake Energy Co. (NASDAQ:CHK – Free Report) by 21.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,213 shares of the company’s stock after buying an additional 2,373 shares during the quarter. AAFMAA […]

MN Wealth Advisors LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 903.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,048 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,445 shares during the quarter. MN Wealth Advisors LLC’s […]

Griffin Asset Management Inc. acquired a new stake in shares of Allegion plc (NYSE:ALLE – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,400 shares of the scientific and technical instruments company’s stock, valued at approximately $204,000. Other large investors have also […]

Jamison Private Wealth Management Inc. trimmed its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 0.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 143,109 shares of the company’s stock after selling 237 shares during the quarter. Coca-Cola […]

Baskin Financial Services Inc. bought a new stake in TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,935 shares of the pipeline company’s stock, valued at approximately $282,000. Several other […]

Baskin Financial Services Inc. grew its position in Brookfield Co. (NYSE:BN – Free Report) by 0.6% in the third quarter, HoldingsChannel reports. The fund owned 938,058 shares of the company’s stock after acquiring an additional 6,051 shares during the quarter. Brookfield accounts for about 4.1% of Baskin Financial Services Inc.’s portfolio, making the stock its […]

Capital Advisors Wealth Management LLC raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 902.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,643 shares of the semiconductor manufacturer’s stock after acquiring an additional 14,982 […]

Renaissance Capital LLC raised its stake in GlobalFoundries Inc. (NASDAQ:GFS – Free Report) by 20.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 106,047 shares of the company’s stock after buying an additional 17,707 shares during the period. GlobalFoundries makes up about 2.8% of […]

Opal Wealth Advisors LLC trimmed its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 4.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,291 shares of the wireless technology company’s stock after selling 141 shares during the quarter. Opal […]

Hunter Perkins Capital Management LLC trimmed its position in Polaris Inc. (NYSE:PII – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,741 shares of the company’s stock after selling 250 shares during the period. Polaris accounts […]

Regatta Capital Group LLC grew its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,083 shares of the medical research company’s stock after buying an additional 159 shares during the period. […]

Regent Peak Wealth Advisors LLC purchased a new stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 931 shares of the company’s stock, valued at approximately $237,000. Other large investors have […]

Sentry LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,149 shares of the information services provider’s stock after acquiring an additional 429 shares during the period. Alphabet accounts […]

Terra Nova Asset Management LLC lowered its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 80.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,861 shares of the company’s stock after selling 7,472 shares during the quarter. Terra Nova Asset Management […]