WealthPLAN Partners LLC boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,271 shares of the biopharmaceutical company’s stock after purchasing an additional 687 shares during the quarter. WealthPLAN Partners LLC’s holdings in […]

Aigen Investment Management LP acquired a new position in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 30,035 shares of the company’s stock, valued at approximately $1,158,000. Other hedge funds have […]

Geneva Capital Management LLC lessened its holdings in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 1.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,063,696 shares of the business services provider’s stock after selling 19,078 shares during the […]

Los Angeles Capital Management LLC boosted its position in shares of Mr. Cooper Group Inc. (NASDAQ:COOP – Free Report) by 50.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,592 shares of the company’s stock after acquiring an additional 10,964 shares […]

Proactive Wealth Strategies LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,865 shares of the electric vehicle producer’s stock, valued at approximately $1,534,000. Several other […]

Carrera Capital Advisors purchased a new position in Salesforce, Inc. (NYSE:CRM – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 763 shares of the CRM provider’s stock, valued at approximately $209,000. Several other large investors also recently added […]

Aigen Investment Management LP boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 167.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,667 shares of the company’s stock after buying an additional 5,424 shares during the period. […]

Apollon Wealth Management LLC lowered its position in The Coca-Cola Company (NYSE:KO – Free Report) by 0.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 104,683 shares of the company’s stock after selling 906 shares during the period. Apollon Wealth Management LLC’s […]

V2 Financial group LLC acquired a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 800 shares of the home improvement retailer’s stock, valued at approximately $217,000. Other hedge funds and other institutional […]

Cumberland Partners Ltd boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 15.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,055 shares of the company’s stock after acquiring an additional 2,355 shares during the quarter. Cumberland Partners […]

WealthPlan Investment Management LLC increased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 54.5% 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 3,603 shares of the fast-food giant’s stock after purchasing an additional 1,271 […]

Winslow Asset Management Inc. reduced its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,903 shares of the oil and gas company’s stock after selling 192 shares during the period. Winslow Asset Management […]

Aigen Investment Management LP decreased its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 59.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,199 shares of the fast-food giant’s stock after selling 9,189 shares during the quarter. Aigen Investment […]

Platform Technology Partners raised its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 16.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,590 shares of the biopharmaceutical company’s stock after purchasing an additional 3,268 shares during the […]

WealthPLAN Partners LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 22.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,557 shares of the retailer’s stock after selling 27,381 shares during the period. Walmart accounts for approximately […]

Delta Financial Advisors LLC cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,068 shares of the fast-food giant’s stock after selling 292 shares during the […]

GDS Wealth Management boosted its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 7.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 120,989 shares of the apparel and home fashions retailer’s stock after acquiring an additional 8,558 shares […]

Los Angeles Capital Management LLC raised its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 92.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 55,597 shares of the company’s stock after purchasing an additional 26,690 shares during the […]

Jeppson Wealth Management LLC decreased its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 405 shares of the retailer’s stock after selling 53 shares during the quarter. Jeppson Wealth Management LLC’s […]

WealthPLAN Partners LLC lowered its position in Chevron Co. (NYSE:CVX – Free Report) by 19.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 37,156 shares of the oil and gas company’s stock after selling 8,857 shares during the quarter. WealthPLAN Partners LLC’s holdings […]

Jupiter Wealth Management LLC lowered its position in NIKE, Inc. (NYSE:NKE – Free Report) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,030 shares of the footwear maker’s stock after selling 275 shares during the period. NIKE […]

Kennebec Savings Bank acquired a new stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 192 shares of the medical instruments supplier’s stock, valued at approximately $46,000. Several other large investors also recently added to […]

Marshall Financial Group Inc. ADV acquired a new stake in AT&T Inc. (NYSE:T – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 9,146 shares of the technology company’s stock, valued at approximately $201,000. A number of other institutional investors also […]

Platform Technology Partners grew its holdings in shares of The Clorox Company (NYSE:CLX – Free Report) by 3.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,230 shares of the company’s stock after purchasing an additional 238 shares during the quarter. Platform Technology […]

Platform Technology Partners grew its position in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 23.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,904 shares of the software maker’s stock after buying an additional 916 shares during the period. Platform Technology Partners’ holdings in […]

Proactive Wealth Strategies LLC bought a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,436 shares of the medical research company’s stock, valued at approximately $1,107,000. A number of other […]

Buckingham Capital Management Inc. raised its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 5.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,982 shares of the company’s stock after buying an additional 1,579 shares during the period. Buckingham Capital Management Inc.’s […]

WealthPLAN Partners LLC reduced its holdings in Columbia Seligman Semiconductor and Technology ETF (NYSEARCA:SEMI – Free Report) by 2.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 170,695 shares of the company’s stock after selling 5,096 shares during the period. WealthPLAN Partners LLC […]