Aaron Wealth Advisors LLC raised its stake in Deere & Company (NYSE:DE – Free Report) by 10.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,859 shares of the industrial products company’s stock after purchasing an additional 182 shares during the […]

Drake & Associates LLC increased its position in Fortive Co. (NYSE:FTV – Free Report) by 16.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,242 shares of the technology company’s stock after acquiring an additional 1,031 shares during the quarter. Drake & Associates […]

Joule Financial LLC lowered its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 33.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,061 shares of the biopharmaceutical company’s stock after selling 4,570 shares during the quarter. Joule Financial LLC’s holdings in Pfizer were […]

TruWealth Advisors LLC raised its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,797 shares of the pharmaceutical company’s stock after purchasing an additional 610 shares during the quarter. […]

Buffington Mohr McNeal cut its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 1.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,161 shares of the footwear maker’s stock after selling 212 shares during the quarter. Buffington Mohr McNeal’s holdings in NIKE […]

Greenup Street Wealth Management LLC lifted its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,979 shares of the company’s stock after buying an additional 2,111 shares during the period. Greenup Street Wealth […]

Smallwood Wealth Investment Management LLC raised its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,037 shares of the industrial products company’s stock after acquiring an […]

Aspiriant LLC reduced its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,316 shares of the software company’s stock after selling 163 shares during the period. Aspiriant LLC’s holdings in Adobe were worth $1,199,000 […]

Bfsg LLC boosted its stake in Dutch Bros Inc. (NYSE:BROS – Free Report) by 11.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 30,840 shares of the company’s stock after purchasing an additional 3,210 shares during the quarter. Bfsg LLC’s […]

Cornerstone Wealth Management LLC reduced its stake in Duke Energy Co. (NYSE:DUK – Free Report) by 1.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 12,638 shares of the utilities provider’s stock after selling 122 shares during the quarter. Cornerstone Wealth Management LLC’s holdings in Duke Energy were worth $1,457,000 as of its […]

Good Life Advisors LLC lifted its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 16.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 20,632 shares of the company’s stock after purchasing an additional 2,910 shares during the period. Good Life […]

Avaii Wealth Management LLC decreased its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 9.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,889 shares of the company’s stock after selling 202 shares during the period. Avaii Wealth Management LLC’s holdings in Procter […]

Global Retirement Partners LLC trimmed its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 11.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 53,574 shares of the company’s stock after selling 7,058 shares during the period. Global Retirement Partners […]

Market Street Wealth Management Advisors LLC increased its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 2.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,890 shares of the company’s stock after purchasing an additional 76 shares during the period. Market […]

Cornerstone Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,468 shares of the company’s stock after purchasing an additional 53 […]

Perigon Wealth Management LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 24.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,897 shares of the company’s stock after buying an additional 11,518 shares during the period. […]

FLC Capital Advisors cut its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 9.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,297 shares of the industrial products company’s stock after selling 735 shares during the quarter. FLC Capital Advisors’ holdings […]

Naviter Wealth LLC lessened its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,750 shares of the industrial products company’s stock after selling 61 shares during the quarter. Naviter Wealth LLC’s holdings in […]

Armstrong Fleming & Moore Inc lifted its holdings in 3M (NYSE:MMM – Free Report) by 23.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 3,119 shares of the conglomerate’s stock after acquiring an additional 600 shares during the quarter. Armstrong Fleming & Moore Inc’s […]

Inlet Private Wealth LLC decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 23.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 46,208 shares of the biopharmaceutical company’s stock after selling 14,035 shares during the period. Inlet […]

Physician Wealth Advisors Inc. cut its position in Pfizer Inc. (NYSE:PFE – Free Report) by 11.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,932 shares of the biopharmaceutical company’s stock after selling 1,200 shares during the quarter. Physician Wealth Advisors Inc.’s holdings […]

Vontobel Holding Ltd. lifted its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 11.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 551,708 shares of the biopharmaceutical company’s stock after purchasing an additional 57,013 shares during the quarter. Vontobel Holding Ltd.’s […]

Compass Wealth Management LLC boosted its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 9.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 161,140 shares of the company’s stock after purchasing an additional 14,225 shares during the quarter. Pinterest accounts for […]

Tamar Securities LLC bought a new position in NXP Semiconductors (NASDAQ:NXPI – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,560 shares of the semiconductor provider’s stock, valued at approximately $374,000. A number of other […]

nVerses Capital LLC bought a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 12,900 shares of the software maker’s stock, valued at approximately $1,000,000. Several other institutional investors have also recently made […]

Probity Advisors Inc. reduced its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 12.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,927 shares of the utilities provider’s stock after selling 706 shares during the quarter. Probity Advisors […]

ERn Financial LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1,012.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,052 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,508 shares during the period. ERn Financial LLC’s holdings […]

Foster Victor Wealth Advisors LLC decreased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,435 shares of the company’s stock after selling 256 shares […]

Hengehold Capital Management LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 7.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,115 shares of the industrial products company’s stock after purchasing an additional 80 shares during the quarter. […]

IQ EQ FUND MANAGEMENT IRELAND Ltd trimmed its holdings in shares of SentinelOne, Inc. (NYSE:S – Free Report) by 7.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 317,385 shares of the company’s stock after selling 24,546 shares during […]

Inlet Private Wealth LLC cut its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,617 shares of the company’s stock after selling 171 shares during the quarter. Merck & […]

Kaydan Wealth Management Inc. acquired a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 2,908 shares of the company’s stock, valued at approximately $330,000. A number of other hedge funds have also bought […]

ZWJ Investment Counsel Inc. raised its position in OUTFRONT Media Inc. (NYSE:OUT – Free Report) by 2.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,446,420 shares of the financial services provider’s stock after purchasing an additional 38,327 shares during the […]

Rheos Capital Works Inc. grew its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 34.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,500 shares of the technology company’s stock after acquiring an additional 7,000 shares […]

Wolff Wiese Magana LLC raised its holdings in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 2.3% during the third quarter, Holdings Channel reports. The institutional investor owned 1,107 shares of the semiconductor company’s stock after buying an additional 25 shares during the quarter. Wolff Wiese Magana LLC’s holdings in Synopsys were worth $561,000 as of […]

Wolff Wiese Magana LLC boosted its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 3,625.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 149 shares of the software company’s stock after buying an additional 145 shares during the quarter. Wolff […]

ZWJ Investment Counsel Inc. decreased its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,393 shares of the biopharmaceutical company’s stock after selling 2,214 shares during the period. ZWJ Investment Counsel Inc.’s holdings […]

nVerses Capital LLC acquired a new position in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 12,100 shares of the company’s stock, valued at approximately $996,000. A number of other hedge funds have […]