Consolidated Capital Management LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 260.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,905 shares of the semiconductor manufacturer’s stock after acquiring an additional 15,113 shares during the quarter. Broadcom accounts for […]

Madrona Financial Services LLC purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,824 shares of the credit services provider’s stock, valued at approximately $220,000. Several other institutional investors and hedge funds also […]

Vista Investment Partners LLC lifted its holdings in shares of Tempur Sealy International, Inc. (NYSE:TPX – Free Report) by 1.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 64,068 shares of the company’s stock after purchasing an additional 780 shares […]

Marshall Financial Group LLC boosted its stake in shares of The Hershey Company (NYSE:HSY – Free Report) by 1.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,916 shares of the company’s stock after acquiring an additional 83 shares during the […]

Naviter Wealth LLC trimmed its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,201 shares of the enterprise software provider’s stock after selling 116 shares during the quarter. Naviter Wealth LLC’s […]

Aspiriant LLC decreased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 2,885 shares of the credit services provider’s stock after selling 47 shares during the period. Aspiriant LLC’s holdings in Mastercard were worth […]

M3 Advisory Group LLC bought a new position in Accenture plc (NYSE:ACN – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 723 shares of the information technology services provider’s stock, valued at approximately $256,000. Other hedge funds […]

CHB Investment Group LLC acquired a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,576 shares of the information technology services provider’s stock, valued at approximately $3,198,000. ServiceNow accounts for about 1.7% […]

Teamwork Financial Advisors LLC cut its holdings in shares of Energy Transfer LP (NYSE:ET – Free Report) by 4.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,557 shares of the pipeline company’s stock after selling 3,099 shares during […]

Naviter Wealth LLC lessened its holdings in shares of Eagle Point Credit Company Inc. (NYSE:ECC – Free Report) by 9.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,500 shares of the investment management company’s stock after selling 1,750 shares during the […]

Marshall Financial Group LLC boosted its holdings in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 1.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,917 shares of the real estate investment trust’s stock after purchasing an additional […]

Teamwork Financial Advisors LLC purchased a new position in Leidos Holdings, Inc. (NYSE:LDOS – 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 purchased 11,803 shares of the aerospace company’s stock, valued at approximately $1,924,000. Several other institutional […]

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 […]

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 […]

Kowal Investment Group LLC reduced its position in Chevron Co. (NYSE:CVX – Free Report) by 19.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 9,019 shares of the oil and gas company’s stock after selling 2,231 shares during the quarter. Kowal Investment Group LLC’s holdings in Chevron […]

Curran Financial Partners LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,374 shares of the oil and gas company’s stock after selling 292 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. […]

B.O.S.S. Retirement Advisors LLC boosted its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,765 shares of the financial services provider’s stock after buying an additional […]

Beech Hill Advisors Inc. cut its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,435 shares of the online travel company’s stock after selling 985 shares during the […]

ERn Financial LLC purchased a new position in ServiceNow, Inc. (NYSE:NOW – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 250 shares of the information technology services provider’s stock, valued at approximately $224,000. Several other hedge funds and other institutional investors […]

AAFMAA Wealth Management & Trust LLC increased its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 5.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,024 shares of the business services provider’s stock after acquiring an additional 389 shares […]

Kowal Investment Group LLC lowered its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,332 shares of the credit-card processor’s stock after selling 99 shares during the quarter. Kowal Investment […]

LifeSteps Financial Inc. acquired a new position in ServisFirst Bancshares, Inc. (NYSE:SFBS – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 3,000 shares of the financial services provider’s stock, valued at approximately $241,000. Several other institutional investors […]

Cornerstone Wealth Management LLC boosted its holdings in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 1.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,676 shares of the industrial products company’s stock after acquiring an additional 53 shares during the […]

nVerses Capital LLC grew its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 105.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,200 shares of the financial services provider’s stock after purchasing an additional 7,300 shares during the period. […]

nVerses Capital LLC lifted its holdings in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 82.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,300 shares of the company’s stock after buying an additional 6,900 shares during […]