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 […]

Boston Common Asset Management LLC acquired a new stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 12,089 shares of the company’s stock, valued at approximately $6,286,000. A number of other institutional investors also […]

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 […]

GAMMA Investing LLC increased its holdings in Celanese Co. (NYSE:CE – Free Report) by 23.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,899 shares of the basic materials company’s stock after buying an additional 363 shares during the period. GAMMA Investing LLC’s […]

BWM Planning LLC bought a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,370 shares of the company’s stock, valued at approximately $239,000. Other large investors have also modified their holdings […]

CCM Investment Advisers LLC decreased its stake in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 5.8% during the third quarter, HoldingsChannel.com reports. The fund owned 9,383 shares of the business services provider’s stock after selling 575 shares during the period. CCM Investment Advisers LLC’s holdings in Omnicom Group were worth $970,000 as […]

Cypress Wealth Services LLC lifted its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 5.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,467 shares of the technology company’s stock after acquiring an additional 71 […]

Contravisory Investment Management Inc. raised its position in shares of Cintas Co. (NASDAQ:CTAS – Free Report) by 296.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 57,299 shares of the business services provider’s stock after acquiring an additional 42,852 shares during the quarter. Cintas […]

GAMMA Investing LLC boosted its holdings in Tapestry, Inc. (NYSE:TPR – Free Report) by 4.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,095 shares of the luxury accessories retailer’s stock after acquiring an additional 280 shares during the quarter. GAMMA Investing LLC’s […]

San Luis Wealth Advisors LLC purchased a new position in KLA Co. (NASDAQ:KLAC – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 453 shares of the semiconductor company’s stock, valued at approximately $351,000. Other large investors have […]

Worth Asset Management LLC lessened its position in shares of AT&T Inc. (NYSE:T – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,830 shares of the technology company’s stock after selling 779 shares during the quarter. Worth Asset Management […]

Diversified Trust Co lifted its stake in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 12.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,356 shares of the company’s stock after acquiring an additional 2,782 shares during the period. Diversified […]

Atomi Financial Group Inc. grew its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 13.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,536 shares of the company’s stock after acquiring an additional 660 shares during the period. […]

Diversified Trust Co decreased its stake in shares of S&T Bancorp, Inc. (NASDAQ:STBA – Free Report) by 27.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,527 shares of the financial services provider’s stock after selling 3,161 shares during […]

Atomi Financial Group Inc. acquired a new stake in FS KKR Capital Corp. (NYSE:FSK – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 23,743 shares of the company’s stock, valued at approximately $468,000. A number of other institutional investors […]

Jessup Wealth Management Inc acquired a new stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 127,318 shares of the e-commerce company’s stock, valued at approximately $8,290,000. eBay comprises about […]

Boston Common Asset Management LLC reduced its holdings in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 23.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,387 shares of the electronics maker’s stock after selling 10,417 shares during the […]

JGP Wealth Management LLC boosted its position in Lennar Co. (NYSE:LEN – Free Report) by 0.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 78,062 shares of the construction company’s stock after purchasing an additional 202 shares during the quarter. Lennar comprises about 1.9% […]

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 […]

TAP Consulting LLC lifted its holdings in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 8.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,856 shares of the company’s stock after buying an additional 4,336 shares during the […]

Boston Common Asset Management LLC reduced its stake in Infosys Limited (NYSE:INFY – Free Report) by 0.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 438,939 shares of the technology company’s stock after selling 620 shares during the […]

Keeler & Nadler Financial Planning & Wealth Management bought a new stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) in the third quarter, Holdings Channel reports. The fund bought 7,007 shares of the company’s stock, valued at approximately $280,000. Other hedge funds and other institutional investors have also recently modified their holdings […]

Virginia Wealth Management Group Inc. boosted its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 50.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 62,750 shares of the cell phone carrier’s stock after buying an additional 21,048 shares during the period. Virginia […]

Charles Schwab Trust Co bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The firm bought 17,369 shares of the company’s stock, valued at approximately $596,000. Other large investors also recently added to or reduced their stakes in the company. Envestnet […]

Cypress Wealth Services LLC lifted its position in Accenture plc (NYSE:ACN – Free Report) by 2.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,192 shares of the information technology services provider’s stock after purchasing an additional 33 shares during the period. Cypress Wealth Services […]

Hexagon Capital Partners LLC trimmed its holdings in shares of Stellantis (NYSE:STLA – Free Report) by 39.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,910 shares of the company’s stock after selling 5,158 shares during the quarter. Hexagon […]

Stolper Co lessened its holdings in shares of The Kroger Co. (NYSE:KR – Free Report) by 1.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,660 shares of the company’s stock after selling 419 shares during the period. Stolper Co’s holdings in Kroger […]

Profit Investment Management LLC lessened its holdings in shares of Envista Holdings Co. (NYSE:NVST – Free Report) by 37.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,371 shares of the company’s stock after selling 73,058 shares during the period. Envista […]

Profit Investment Management LLC cut its holdings in shares of Regal Rexnord Co. (NYSE:RRX – Free Report) by 56.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,952 shares of the company’s stock after selling 13,010 shares during the period. […]

Boston Common Asset Management LLC raised its position in shares of Relx Plc (NYSE:RELX – Free Report) by 21.2% in the third quarter, Holdings Channel.com reports. The institutional investor owned 94,372 shares of the technology company’s stock after buying an additional 16,516 shares during the period. Boston Common Asset Management LLC’s holdings in Relx were […]

Future Financial Wealth Managment LLC bought a new stake in Cincinnati Financial Co. (NASDAQ:CINF – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 215 shares of the insurance provider’s stock, valued at approximately $29,000. Other hedge funds and […]

Strategic Advisors LLC lowered its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,094 shares of the company’s stock after selling 2,895 shares during the quarter. Procter & Gamble accounts […]

Boston Common Asset Management LLC raised its holdings in Bank of America Co. (NYSE:BAC) by 143.0% during the third quarter, HoldingsChannel.com reports. The firm owned 144,980 shares of the financial services provider’s stock after buying an additional 85,308 shares during the period. Boston Common Asset Management LLC’s holdings in Bank of America were worth $5,753,000 […]

Boston Common Asset Management LLC lowered its stake in Bancolombia S.A. (NYSE:CIB – Free Report) by 1.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 189,852 shares of the bank’s stock after selling 2,612 shares during the quarter. Boston Common Asset Management […]

San Luis Wealth Advisors LLC acquired a new stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 584 shares of the company’s stock, valued at approximately $237,000. Several other hedge funds have […]

Boston Common Asset Management LLC cut its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 17.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 35,705 shares of the software maker’s stock after selling 7,805 shares during the quarter. Boston Common Asset […]

GAMMA Investing LLC raised its position in HSBC Holdings plc (NYSE:HSBC – Free Report) by 28.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,075 shares of the financial services provider’s stock after purchasing an additional 1,360 shares during the […]

CCM Investment Advisers LLC purchased a new position in shares of iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 7,745 shares of the company’s stock, valued at approximately $280,000. Several other institutional investors […]

Cypress Wealth Services LLC acquired a new stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 1,133 shares of the technology company’s stock, valued at approximately $200,000. Several other institutional investors and hedge funds also […]

CCM Investment Advisers LLC grew its position in shares of Nucor Co. (NYSE:NUE – Free Report) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 60,911 shares of the basic materials company’s stock after buying an additional 404 shares during […]

Boston Common Asset Management LLC grew its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 3.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,680 shares of the industrial products company’s stock after purchasing an additional 592 […]

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 […]

Watts Gwilliam & Co. LLC purchased a new stake in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 8,760 shares of the software maker’s stock, valued at approximately $723,000. Other institutional […]

Boston Common Asset Management LLC trimmed its stake in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 53.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 58,725 shares of the medical research company’s stock after selling 67,223 […]

Atomi Financial Group Inc. grew its holdings in shares of Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 4.3% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,225 shares of the financial services provider’s stock after buying an additional 836 shares during the period. […]

Profit Investment Management LLC bought a new position in shares of Hovnanian Enterprises, Inc. (NYSE:HOV – Free Report) during the 3rd quarter, Holdings Channel reports. The institutional investor bought 10,109 shares of the construction company’s stock, valued at approximately $2,066,000. Hovnanian Enterprises comprises approximately 1.6% of Profit Investment Management LLC’s portfolio, making the stock its […]

Cypress Wealth Services LLC decreased its position in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 14.2% in the 3rd quarter, Holdings Channel reports. The fund owned 2,366 shares of the company’s stock after selling 391 shares during the quarter. Cypress Wealth Services LLC’s holdings in First Trust Capital Strength ETF […]

DLK Investment Management LLC bought a new stake in shares of The Hartford Financial Services Group, Inc. (NYSE:HIG – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,155 shares of the insurance provider’s stock, valued at approximately $253,000. Other […]

Diversified Trust Co reduced its position in Selective Insurance Group, Inc. (NASDAQ:SIGI – Free Report) by 50.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 4,381 shares of the insurance provider’s stock after selling 4,433 shares during the period. Diversified Trust Co’s holdings in Selective Insurance Group were worth $409,000 as of […]

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 […]