Cyndeo Wealth Partners LLC lowered its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 7.6% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 15,458 shares of the semiconductor company’s stock after selling 1,264 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Texas […]

CNB Bank trimmed its position in shares of 3M (NYSE:MMM – Free Report) by 7.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,950 shares of the conglomerate’s stock after selling 227 shares during the period. CNB Bank’s holdings in […]

Friedenthal Financial purchased a new position in SL Green Realty Corp. (NYSE:SLG – Free Report) during the third quarter, Holdings Channel reports. The fund purchased 706 shares of the real estate investment trust’s stock, valued at approximately $49,000. Several other institutional investors also recently added to or reduced their stakes in SLG. Xponance Inc. boosted […]

First Citizens Bank & Trust Co. lifted its holdings in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 37,977 shares of the financial services provider’s stock after acquiring an additional 564 shares […]

Embree Financial Group lifted its stake in Fidelity National Financial, Inc. (NYSE:FNF – Free Report) by 5.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,438 shares of the financial services provider’s stock after acquiring an additional 345 shares during the period. Embree Financial Group’s […]

Raymond James & Associates grew its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 3.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 270,857 shares of the information technology services provider’s stock after purchasing an additional 8,446 shares during the […]

Accurate Wealth Management LLC increased its holdings in 3M (NYSE:MMM – Free Report) by 2.6% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 8,425 shares of the conglomerate’s stock after buying an additional 211 shares during the quarter. Accurate Wealth Management LLC’s holdings in 3M were […]

Legend Financial Advisors Inc. lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 58.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51 shares of the healthcare conglomerate’s stock after selling 73 shares during the period. Legend Financial Advisors Inc.’s […]

Generate Investment Management Ltd bought a new position in shares of Target Co. (NYSE:TGT – Free Report) 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 55,750 shares of the retailer’s stock, valued at approximately $8,689,000. Several other institutional […]

Integris Wealth Management LLC lifted its position in shares of 3M (NYSE:MMM – Free Report) by 7.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,980 shares of the conglomerate’s stock after acquiring an additional 200 shares during the quarter. Integris […]

Alpha Financial Advisors LLC bought a new position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 795 shares of the home improvement retailer’s stock, valued at approximately $215,000. Several other hedge funds also recently added to […]

Slow Capital Inc. lowered its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 4.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 16,081 shares of the insurance provider’s stock after selling 765 shares during the quarter. Slow Capital […]

Kohmann Bosshard Financial Services LLC purchased a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 755 shares of the home improvement retailer’s stock, valued at approximately $204,000. A number of other institutional […]

Blue Trust Inc. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 49.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,429 shares of the healthcare conglomerate’s stock after purchasing an additional 3,429 shares during […]

Ballast Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,655 shares of the healthcare conglomerate’s stock after selling 113 shares during the period. UnitedHealth Group comprises approximately […]

Buffington Mohr McNeal lessened its stake in Accenture plc (NYSE:ACN – Free Report) by 28.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,750 shares of the information technology services provider’s stock after selling 688 shares during the quarter. Buffington Mohr McNeal’s holdings in Accenture were worth […]

CHB Investment Group LLC purchased a new position in shares of SPDR Global Dow ETF (NYSEARCA:DGT – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 14,366 shares of the company’s stock, valued at approximately $1,980,000. CHB Investment Group LLC […]

Cordant Inc. lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 18.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 66,702 shares of the company’s stock after acquiring an additional 10,212 shares during the quarter. […]

First Citizens Bank & Trust Co. trimmed its holdings in 3M (NYSE:MMM – Free Report) by 6.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,987 shares of the conglomerate’s stock after selling 3,346 shares during the quarter. First Citizens Bank & Trust Co.’s […]

Joule Financial LLC acquired a new position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 852 shares of the home improvement retailer’s stock, valued at approximately $231,000. A number of other hedge funds have also bought […]

M3 Advisory Group LLC raised its holdings in shares of Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) by 0.7% in the third quarter, HoldingsChannel reports. The firm owned 19,320 shares of the company’s stock after buying an additional 130 shares during the quarter. Vanguard Russell 1000 Value makes up 1.2% of M3 Advisory Group […]

Well Done LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 1.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 66,955 shares of the company’s stock after acquiring an additional 912 shares during the period. Well Done LLC owned […]