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 […]

Alliance Wealth Advisors LLC grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,634 shares of the company’s stock after purchasing an additional 128 shares during the quarter. Alliance Wealth Advisors LLC’s […]

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 […]

B.O.S.S. Retirement Advisors LLC boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,751 shares of the company’s stock after acquiring an additional 1,725 shares during […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 & […]

Beech Hill Advisors Inc. reduced its holdings in shares of American Tower Co. (NYSE:AMT – Free Report) by 4.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 11,371 shares of the real estate investment trust’s stock after selling 523 shares during the […]

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. […]

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 […]

Heritage Family Offices LLP bought a new stake in Amentum Holdings, Inc. (NYSE:AMTM – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 9,544 shares of the company’s stock, valued at approximately $308,000. Separately, McKinley Carter Wealth […]

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 […]

Twelve Points Wealth Management LLC lifted its stake in shares of 3M (NYSE:MMM – Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,656 shares of the conglomerate’s stock after purchasing an additional 440 shares during the quarter. […]

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 […]

CFM Wealth Partners LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 55,663 shares of the company’s stock after selling 2,728 shares during the quarter. CFM Wealth Partners LLC’s […]

CFM Wealth Partners LLC lowered its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,264 shares of the company’s stock after selling 861 shares during the quarter. CFM Wealth Partners […]

Clearview Wealth Advisors LLC lessened its stake in Nucor Co. (NYSE:NUE – Free Report) by 2.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,212 shares of the basic materials company’s stock after selling 117 shares during the period. Clearview […]

LaFleur & Godfrey LLC trimmed its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.4% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 116,505 shares of the business services provider’s stock after selling 523 shares during the quarter. Paychex accounts […]

Occidental Asset Management LLC raised its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 65.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,960 shares of the semiconductor manufacturer’s stock after buying an additional 1,569 shares during the period. Occidental Asset […]

Opal Wealth Advisors LLC lessened its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 1,656 shares of the industrial products company’s stock after selling 44 shares during the quarter. Opal Wealth Advisors LLC’s holdings in Caterpillar were worth $648,000 at the end […]

Roberts Wealth Advisors LLC grew its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 57.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,807 shares of the footwear maker’s stock after purchasing an additional 18,893 shares […]

Roberts Wealth Advisors LLC boosted its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,004 shares of the CRM provider’s stock after buying an additional 312 shares during the quarter. Roberts Wealth Advisors LLC’s […]

Roberts Wealth Advisors LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,497 shares of the biopharmaceutical company’s stock after buying an additional 1,589 shares during the […]

Safeguard Financial LLC purchased a new position in shares of General Electric (NYSE:GE – Free Report) during the third quarter, Holdings Channel reports. The institutional investor purchased 1,205 shares of the conglomerate’s stock, valued at approximately $227,000. Several other hedge funds and other institutional investors have also bought and sold shares of GE. Virtu Financial […]

Stillwater Capital Advisors LLC acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,635 shares of the electric vehicle producer’s stock, valued at approximately $428,000. Other large investors […]

Sunpointe LLC cut its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,613 shares of the company’s stock after selling 100 shares during the quarter. Sunpointe LLC’s holdings in […]

Transform Wealth LLC raised its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,065 shares of the investment management company’s stock after purchasing an additional […]