Polianta Ltd bought a new stake in shares of Wells Fargo & Company (NYSE:WFC) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 19,800 shares of the financial services provider’s stock, valued at approximately $1,118,000. A number of other hedge funds and other […]

Mechanics Bank Trust Department lowered its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,292 shares of the industrial products company’s stock after selling 47 shares during the […]

Thomasville National Bank lessened its position in shares of Capital One Financial Co. (NYSE:COF) by 15.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,961 shares of the financial services provider’s stock after selling 3,964 shares during the period. Thomasville National […]

Elmwood Wealth Management Inc. reduced its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 2.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 6,112 shares of the financial services provider’s stock after selling 149 shares during the quarter. Elmwood Wealth Management Inc.’s holdings in Marsh & McLennan Companies […]

Ritholtz Wealth Management raised its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 3.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,254 shares of the financial services provider’s stock after buying an additional 301 shares during […]

Thomasville National Bank cut its holdings in Capital City Bank Group, Inc. (NASDAQ:CCBG – Free Report) by 1.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,250 shares of the financial services provider’s stock after selling 750 shares during […]

Crestmont Private Wealth LLC bought a new position in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,115 shares of the financial services provider’s stock, valued at approximately $263,000. Other […]

Douglas Lane & Associates LLC lowered its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,314,836 shares of the insurance provider’s stock after selling 84,406 shares during the period. Douglas Lane & […]

Ballew Advisors Inc purchased a new stake in Visa Inc. (NYSE:V – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 812 shares of the credit-card processor’s stock, valued at approximately $225,000. Several other hedge funds and other institutional investors have also […]

CHICAGO TRUST Co NA boosted its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,290 shares of the financial services provider’s stock after buying an additional 236 shares during the quarter. […]

City State Bank lowered its position in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 35.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,422 shares of the specialty retailer’s stock after selling 4,139 shares during […]

Factory Mutual Insurance Co. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 15.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 139,000 shares of the semiconductor company’s stock after acquiring an additional 18,500 shares during […]

CHICAGO TRUST Co NA grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,124 shares of the financial services provider’s stock after buying an additional 3,370 shares […]

Covea Finance trimmed its stake in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 46,045 shares of the industrial products company’s stock after selling 722 shares during the quarter. Covea Finance’s […]

Fermata Advisors LLC bought a new stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 1,828 shares of the company’s stock, valued at approximately $206,000. Other hedge funds have […]

Fiduciary Financial Group LLC raised its holdings in shares of The Bank of Nova Scotia (NYSE:BNS – Free Report) (TSE:BNS) by 7.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,872 shares of the bank’s stock after purchasing an additional 343 shares […]

Fiduciary Financial Group LLC purchased a new stake in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 600 shares of the company’s stock, valued at approximately $200,000. Other institutional investors and hedge funds have also added […]

Gateway Investment Advisers LLC cut its holdings in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 0.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 806,595 shares of the financial services provider’s stock after selling 5,694 […]

Juncture Wealth Strategies LLC purchased a new position in shares of Global-E Online Ltd. (NASDAQ:GLBE – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 12,667 shares of the company’s stock, valued at approximately $487,000. Other hedge funds also recently modified their […]

Lloyd Advisory Services LLC. purchased a new stake in National Grid plc (NYSE:NGG – 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 purchased 3,208 shares of the utilities provider’s stock, valued at approximately $223,000. A number of other […]

Mechanics Bank Trust Department cut its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,424 shares of the transportation company’s stock after selling 290 shares during the quarter. Mechanics Bank […]

Mendota Financial Group LLC lowered its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 40.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 190 shares of the insurance provider’s stock after selling 129 shares during the period. Mendota Financial Group LLC’s […]

Octavia Wealth Advisors LLC grew its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 15.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,290 shares of the company’s stock after purchasing an additional 301 shares during the quarter. Octavia […]

Octavia Wealth Advisors LLC boosted its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,945 shares of the enterprise software provider’s stock after buying an additional 76 shares during […]

Shaker Investments LLC OH purchased a new stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 262 shares of the business services provider’s stock, valued at approximately $1,104,000. Several other institutional investors also […]

Perpetual Ltd decreased its position in shares of The Allstate Co. (NYSE:ALL – Free Report) by 97.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,575 shares of the insurance provider’s stock after selling 128,619 shares during the quarter. Perpetual […]

Valeo Financial Advisors LLC decreased its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 6.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,486 shares of the business services provider’s stock after selling 477 shares during the quarter. Valeo Financial Advisors […]