JGP Wealth Management LLC lifted its position in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 4.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,006 shares of the software maker’s stock after purchasing an additional 219 shares during the quarter. […]

JGP Wealth Management LLC raised its position in ASML Holding (NASDAQ:ASML – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 378 shares of the semiconductor company’s stock after buying an additional 17 shares during the quarter. […]

West Coast Financial LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 905.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,412 shares of the semiconductor manufacturer’s stock after buying an additional 2,172 shares during the quarter. West […]

Wynn Capital LLC boosted its stake in Unilever PLC (NYSE:UL – Free Report) by 2.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 16,210 shares of the company’s stock after acquiring an additional 460 shares during the quarter. Wynn Capital LLC’s holdings in Unilever were worth $1,053,000 at the end of the most […]

Private Advisory Group LLC acquired a new position in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,102 shares of the conglomerate’s stock, valued at approximately $945,000. Other hedge funds also recently […]

Worth Asset Management LLC cut its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 66.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 228 shares of the retailer’s stock after selling 445 shares during the period. Worth Asset Management […]

ORBA Wealth Advisors L.L.C. raised its holdings in ASML Holding (NASDAQ:ASML – Free Report) by 3.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 618 shares of the semiconductor company’s stock after buying an additional 18 shares during the quarter. ORBA Wealth […]

Marcum Wealth LLC lifted its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 8.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,529 shares of the wireless technology company’s stock after acquiring an additional 200 shares during […]

JGP Wealth Management LLC decreased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 17,669 shares of the company’s stock after selling 217 shares during the quarter. JGP Wealth Management LLC’s holdings in AbbVie were worth $3,489,000 as of its most recent SEC filing. […]

JGP Wealth Management LLC increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,099 shares of the semiconductor company’s stock after buying an additional 1,260 […]

JGP Wealth Management LLC boosted its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,684 shares of the coffee company’s stock after acquiring an additional 187 shares […]

Nvest Financial LLC raised its holdings in shares of ASML Holding (NASDAQ:ASML – Free Report) by 80.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 745 shares of the semiconductor company’s stock after buying an additional 332 shares during the period. Nvest Financial LLC’s […]

West Coast Financial LLC lowered its position in Diageo plc (NYSE:DEO – Free Report) by 7.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,664 shares of the company’s stock after selling 800 shares during the quarter. West Coast Financial LLC’s holdings in […]

LifePro Asset Management lessened its stake in Ingersoll Rand Inc. (NYSE:IR – Free Report) by 30.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,971 shares of the industrial products company’s stock after selling 2,162 shares during the quarter. LifePro […]

Perpetual Ltd decreased its stake in shares of Bank of America Co. (NYSE:BAC) by 28.6% during the 3rd quarter, Holdings Channel.com reports. The firm owned 57,834 shares of the financial services provider’s stock after selling 23,179 shares during the period. Perpetual Ltd’s holdings in Bank of America were worth $2,295,000 as of its most recent […]

Rappaport Reiches Capital Management LLC cut its position in shares of ASML Holding (NASDAQ:ASML – Free Report) by 11.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 364 shares of the semiconductor company’s stock after selling 45 shares during the quarter. Rappaport Reiches […]

Perpetual Ltd lowered its holdings in shares of Unilever PLC (NYSE:UL – Free Report) by 10.4% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 62,507 shares of the company’s stock after selling 7,285 shares during the period. Perpetual Ltd’s holdings in Unilever were worth $4,060,000 […]

Clarius Group LLC reduced its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,672 shares of the coffee company’s stock after selling 835 shares during the period. Clarius Group […]

Tobam boosted its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1,050.2% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 12,054 shares of the semiconductor manufacturer’s stock after acquiring an additional 11,006 shares during the quarter. Tobam’s holdings in Broadcom were […]

West Coast Financial LLC trimmed its holdings in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 1.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,650 shares of the construction company’s stock after selling 30 shares during the quarter. West Coast Financial LLC’s […]