Baker Tilly Wealth Management LLC decreased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 29.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,254 shares of the cell phone carrier’s stock after selling 6,373 shares during the period. […]

Leuthold Group LLC decreased its stake in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 157,194 shares of the company’s stock after selling 5,597 shares during the quarter. Leuthold Group LLC […]

Frank Rimerman Advisors LLC lowered its stake in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 2.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,426 shares of the construction company’s stock after selling 36 shares during the quarter. […]

Klein Pavlis & Peasley Financial Inc. bought a new stake in SLM Co. (NASDAQ:SLM – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 9,220 shares of the credit services provider’s stock, valued at approximately $211,000. Other institutional investors […]

Hibernia Wealth Partners LLC acquired a new stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 9,423 shares of the company’s stock, valued at approximately $558,000. A number of other large investors […]

Hibernia Wealth Partners LLC bought a new stake in Starbucks Co. (NASDAQ:SBUX – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,887 shares of the coffee company’s stock, valued at approximately $379,000. A number of other hedge funds […]

Frank Rimerman Advisors LLC cut its holdings in shares of Pentair plc (NYSE:PNR – Free Report) by 1.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,733 shares of the industrial products company’s stock after selling 116 shares during […]

Clear Harbor Asset Management LLC purchased a new stake in shares of Unilever PLC (NYSE:UL – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 4,488 shares of the company’s stock, valued at approximately $292,000. Several other institutional investors have also recently bought […]

Frank Rimerman Advisors LLC acquired a new position in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The fund acquired 27,495 shares of the real estate investment trust’s stock, valued at approximately $629,000. A number of other institutional investors have […]

Carret Asset Management LLC raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 80,276 shares of the company’s stock after purchasing an additional 1,170 shares during the […]

Montz Harcus Wealth Management LLC lessened its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,946 shares of the electric vehicle producer’s stock after selling 159 shares during the […]

Carret Asset Management LLC trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 112,183 shares of the cell phone carrier’s stock after selling 6,836 shares during […]

Goldstein Advisors LLC bought a new stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 730 shares of the industrial products company’s stock, valued at approximately $242,000. Other large investors […]

Hamlin Capital Management LLC increased its holdings in shares of Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) by 25.3% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,317,408 shares of the company’s stock after purchasing an additional 669,568 shares during the quarter. […]

Custom Index Systems LLC increased its position in Onsemi (NASDAQ:ON – Free Report) by 5.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,633 shares of the semiconductor company’s stock after acquiring an additional 425 shares during the quarter. Custom Index Systems LLC’s holdings […]

Frank Rimerman Advisors LLC trimmed its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,794 shares of the company’s stock after selling 125 shares during the period. Frank Rimerman […]

DekaBank Deutsche Girozentrale cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 17.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 326,603 shares of the industrial products company’s stock after selling 67,606 shares during the quarter. DekaBank Deutsche Girozentrale owned […]

Hamlin Capital Management LLC raised its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 7.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 797,908 shares of the semiconductor company’s stock after purchasing an additional 57,555 shares during the […]

Valley National Advisers Inc. increased its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 275.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,204 shares of the CRM provider’s stock after purchasing an additional 6,754 shares during the quarter. Valley National […]

Arkadios Wealth Advisors boosted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,671 shares of the industrial products company’s stock after purchasing an additional 301 shares during […]

Cooksen Wealth LLC bought a new position in JPMorgan BetaBuilders Canada ETF (BATS:BBCA – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The fund bought 3,042 shares of the company’s stock, valued at approximately $220,000. Other hedge funds have also bought and sold shares of […]

BKM Wealth Management LLC trimmed its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,683 shares of the fast-food giant’s stock after selling 234 shares during the quarter. McDonald’s accounts for […]

Benedict Financial Advisors Inc. raised its position in The Kroger Co. (NYSE:KR – Free Report) by 8.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,596 shares of the company’s stock after acquiring an additional 3,069 shares during the quarter. […]

Benedict Financial Advisors Inc. grew its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 6.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 76,798 shares of the company’s stock after buying an additional 4,448 shares during the quarter. Benedict […]

Consolidated Portfolio Review Corp purchased a new stake in AeroVironment, Inc. (NASDAQ:AVAV – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 8,081 shares of the aerospace company’s stock, valued at approximately $1,620,000. Several other large investors have also […]

Covenant Partners LLC bought a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 713 shares of the company’s stock, valued at approximately $274,000. Other hedge funds and other institutional investors have […]

E. Ohman J or Asset Management AB reduced its stake in shares of Equifax Inc. (NYSE:EFX – Free Report) by 9.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,900 shares of the credit services provider’s stock after selling 500 shares during the period. E. […]

Elwood & Goetz Wealth Advisory Group LLC bought a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,051 shares of the conglomerate’s stock, valued at approximately $217,000. Other […]

Legacy Wealth Asset Management LLC increased its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,568 shares of the semiconductor manufacturer’s stock after acquiring an additional 175 shares […]

Lyell Wealth Management LP trimmed its holdings in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 19.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,190 shares of the technology company’s stock after selling 10,700 shares during the quarter. Lyell Wealth Management LP owned […]

MCF Advisors LLC grew its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 23.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 7,750 shares of the footwear maker’s stock after acquiring an additional 1,462 shares during the quarter. MCF Advisors LLC’s holdings in […]

Mayfair Advisory Group LLC purchased a new stake in shares of Danaher Co. (NYSE:DHR – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 751 shares of the conglomerate’s stock, valued at approximately $203,000. Other institutional investors have also […]

Mirae Asset Global Investments Co. Ltd. increased its holdings in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,521 shares of the software company’s stock after purchasing an additional 10,916 shares […]

Shayne & Jacobs LLC decreased its position in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 2.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,098 shares of the financial services provider’s stock after selling 820 shares during the quarter. […]

Smith Salley Wealth Management raised its holdings in shares of The Progressive Co. (NYSE:PGR – Free Report) by 2.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,423 shares of the insurance provider’s stock after acquiring an additional 149 shares during the period. […]

St. Johns Investment Management Company LLC decreased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 3.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,020 shares of the enterprise software provider’s stock after selling 574 shares during the period. Oracle […]

Trueblood Wealth Management LLC boosted its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 478 shares of the industrial products company’s stock after buying an additional 20 shares during the period. Trueblood Wealth […]