BlueSky Wealth Advisors LLC lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 7.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 940 shares of the credit-card processor’s stock after selling 76 shares during the period. BlueSky Wealth Advisors LLC’s holdings in Visa […]

Stablepoint Partners LLC increased its position in Citigroup Inc. (NYSE:C – Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,877 shares of the company’s stock after purchasing an additional 628 shares during the quarter. Stablepoint Partners […]

Fiduciary Alliance LLC increased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 15.5% in the third quarter, Holdings Channel reports. The firm owned 8,484 shares of the biopharmaceutical company’s stock after purchasing an additional 1,140 shares during the period. Fiduciary Alliance LLC’s holdings in Pfizer were worth $246,000 as of its most recent […]

Wesbanco Bank Inc. lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 79,638 shares of the information services provider’s stock after selling 4,260 shares during the period. Wesbanco Bank Inc.’s […]

Koshinski Asset Management Inc. raised its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,107 shares of the investment management company’s stock after acquiring an additional 91 shares during the period. Koshinski Asset […]

Sound Income Strategies LLC raised its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 46.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,770 shares of the biopharmaceutical company’s stock after purchasing an additional 885 shares during the period. Sound Income Strategies LLC’s holdings in […]

Exchange Traded Concepts LLC increased its position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,248 shares of the company’s stock after purchasing an additional 495 shares during the period. […]

Exchange Traded Concepts LLC lifted its position in shares of Maplebear Inc. (NASDAQ:CART – Free Report) by 3.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,943 shares of the company’s stock after acquiring an additional 1,993 shares during the period. […]

Procyon Advisors LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 27,647 shares of the company’s stock after selling 1,227 shares during the quarter. Procyon Advisors LLC’s holdings in AbbVie […]

Elmwood Wealth Management Inc. lessened its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,595 shares of the information services provider’s stock after selling 75 shares during […]

Procyon Advisors LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,322 shares of the information services provider’s stock after purchasing an additional 453 shares during […]

Stablepoint Partners LLC cut its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,708 shares of the information services provider’s stock after selling 223 shares during the period. Stablepoint Partners […]

ORG Partners LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 37.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,571 shares of the information services provider’s stock after selling 12,289 shares during the quarter. ORG […]

Procyon Advisors LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 89,100 shares of the financial services provider’s stock after selling 2,293 shares during the quarter. JPMorgan Chase […]

Fiduciary Alliance LLC lessened its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 7,756 shares of the company’s stock after selling 705 shares during the quarter. Fiduciary Alliance LLC’s holdings […]

Kathleen S. Wright Associates Inc. lessened its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 11.1% during the 3rd quarter, Holdings Channel reports. The firm owned 601 shares of the credit services provider’s stock after selling 75 shares during the quarter. Kathleen S. Wright Associates Inc.’s holdings in Mastercard were worth $299,000 […]

Constitution Capital LLC decreased its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 20.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,800 shares of the medical technology company’s stock after selling 700 shares during the period. Constitution Capital LLC’s holdings in […]

Fiduciary Alliance LLC lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 21.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 88,550 shares of the credit services provider’s stock after purchasing an additional 15,667 shares during the quarter. Fiduciary Alliance LLC’s holdings in PayPal were worth $6,910,000 as of its most […]

Kathleen S. Wright Associates Inc. acquired a new position in F.N.B. Co. (NYSE:FNB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,955 shares of the bank’s stock, valued at approximately $28,000. Other institutional investors and hedge […]

Kathleen S. Wright Associates Inc. bought a new position in Lantheus Holdings, Inc. (NASDAQ:LNTH – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 462 shares of the medical equipment provider’s stock, valued at approximately $51,000. A […]

Webster Bank N. A. cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the third quarter, HoldingsChannel.com reports. The fund owned 25,475 shares of the information services provider’s stock after selling 476 shares during the period. Webster Bank N. A.’s holdings in Alphabet were worth $4,259,000 at the end […]

CHICAGO TRUST Co NA raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 39,031 shares of the information services provider’s stock after acquiring an additional 1,004 shares during the period. Alphabet makes up approximately […]

Douglas Lane & Associates LLC reduced its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 4.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 5,446 shares of the business services provider’s stock after selling 265 shares during the period. Douglas Lane […]

Patriot Investment Management Group Inc. lessened its position in shares of VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF – Free Report) by 7.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 31,263 shares of the company’s stock after selling 2,551 shares during the period. […]

Stablepoint Partners LLC lowered its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 3.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 37,609 shares of the asset manager’s stock after selling 1,511 shares during the quarter. Blackstone comprises 1.0% of Stablepoint Partners LLC’s […]