Shayne & Jacobs LLC increased its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,812 shares of the company’s stock after purchasing an additional 121 shares during the period. […]

Covenant Partners LLC bought a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 713 shares of the company’s stock, valued at approximately $274,000. Other hedge funds and other institutional investors have […]

Benedict Financial Advisors Inc. lessened its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 32,278 shares of the medical research company’s stock after selling 167 shares during the period. […]

PFG Investments LLC lifted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 58,786 shares of the biopharmaceutical company’s stock after buying an additional 1,791 shares during the period. PFG Investments LLC’s holdings in Bristol-Myers […]

Mayfair Advisory Group LLC increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 30.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,279 shares of the biopharmaceutical company’s stock after acquiring an additional 2,414 […]

Ballentine Partners LLC lowered its position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 13.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,302 shares of the company’s stock after selling 345 shares during the period. Ballentine Partners LLC’s holdings […]

GHP Investment Advisors Inc. grew its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,914 shares of the medical research company’s stock after purchasing an additional 1,005 shares during the quarter. GHP […]

BKM Wealth Management LLC lifted its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 23.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 8,683 shares of the technology company’s stock after buying an additional 1,623 shares during the period. BKM Wealth Management […]

Joel Isaacson & Co. LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,153,657 shares of the company’s stock after buying an additional 26,549 shares during the period. Vanguard Dividend […]

NorthCrest Asset Manangement LLC increased its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,076 shares of the biopharmaceutical company’s stock after purchasing an additional 271 […]

Mirae Asset Global Investments Co. Ltd. increased its holdings in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,521 shares of the software company’s stock after purchasing an additional 10,916 shares […]

Highland Capital Management LLC cut its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 5.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 76,770 shares of the semiconductor company’s stock after selling 4,250 shares during the period. […]

Legacy Wealth Asset Management LLC increased its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,568 shares of the semiconductor manufacturer’s stock after acquiring an additional 175 shares […]

Cromwell Holdings LLC trimmed its holdings in Ford Motor (NYSE:F – Free Report) by 35.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,447 shares of the auto manufacturer’s stock after selling 4,014 shares during the period. Cromwell Holdings LLC’s […]

CWC Advisors LLC. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 10,490 shares of the network equipment provider’s stock, valued at approximately $558,000. Other institutional investors […]

Convergence Financial LLC reduced its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,689 shares of the company’s stock after selling 673 shares during the […]

Nicholson Wealth Management Group LLC bought a new position in International Business Machines Co. (NYSE:IBM – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,727 shares of the technology company’s stock, valued at approximately $382,000. Other large investors have […]

Moody Lynn & Lieberson LLC lessened its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 235,111 shares of the healthcare product maker’s stock after selling 2,995 shares during […]

Busey Bank increased its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,187 shares of the medical research company’s stock after acquiring an additional 300 […]

Nicholson Wealth Management Group LLC acquired a new stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,427 shares of the business services provider’s stock, valued at approximately […]

Nicholson Wealth Management Group LLC purchased a new stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 6,823 shares of the company’s stock, valued at approximately $1,623,000. L3Harris Technologies comprises approximately 1.3% of Nicholson […]

Moody Lynn & Lieberson LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 181,165 shares of the company’s stock after purchasing an additional 25,850 shares during […]

Blackston Financial Advisory Group LLC lifted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 10.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 936 shares of the medical research company’s stock after purchasing an additional 88 shares during the quarter. […]

Bank of Stockton lowered its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,520 shares of the company’s stock after selling 126 shares during the quarter. Bank of Stockton’s holdings in Cencora […]

Blackston Financial Advisory Group LLC bought a new stake in shares of Intel Co. (NASDAQ:INTC – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 12,440 shares of the chip maker’s stock, valued at approximately $292,000. Several other hedge […]

Burke & Herbert Bank & Trust Co. boosted its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,327 shares of the company’s stock after purchasing […]

Burke & Herbert Bank & Trust Co. lifted its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 10.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,341 shares of the company’s stock after acquiring an […]

Burke & Herbert Bank & Trust Co. trimmed its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 33.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 416 shares of the aerospace company’s stock after selling 206 shares during […]

Court Place Advisors LLC reduced its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 4.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,303 shares of the biopharmaceutical company’s stock after selling 600 shares during the quarter. Court Place Advisors LLC’s holdings in […]

Dakota Wealth Management decreased its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 26.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 92,122 shares of the oil and gas company’s stock after selling 32,593 shares during the quarter. Dakota Wealth Management’s […]

Dumont & Blake Investment Advisors LLC trimmed its position in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 50.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,710 shares of the company’s stock after selling 14,858 shares during the quarter. Dumont […]

Burke & Herbert Bank & Trust Co. lessened its holdings in shares of General Electric (NYSE:GE – Free Report) by 1.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,666 shares of the conglomerate’s stock after selling 98 shares during the […]

Blackston Financial Advisory Group LLC boosted its position in shares of IDEX Co. (NYSE:IEX – Free Report) by 32.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,239 shares of the industrial products company’s stock after acquiring an additional 553 shares during the […]

Valicenti Advisory Services Inc. trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,703 shares of the company’s stock after selling 1,985 shares during the […]

Mcdaniel Terry & Co. trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,507 shares of the company’s stock after selling 63 shares during the period. Mcdaniel Terry & […]

Eagle Ridge Investment Management lowered its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,365 shares of the biopharmaceutical company’s stock after selling 617 shares during the quarter. Eagle Ridge […]

Rowlandmiller & PARTNERS.ADV trimmed its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 0.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 37,098 shares of the financial services provider’s stock after selling 138 shares during the quarter. Chubb comprises about 2.2% […]

Spirit of America Management Corp NY raised its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,130 shares of the information technology services provider’s stock after purchasing an additional 50 […]

Spirit of America Management Corp NY trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 11.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,700 shares of the company’s stock after selling 3,157 shares during the quarter. AbbVie accounts for 1.0% of […]

Zweig DiMenna Associates LLC trimmed its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 160,849 shares of the semiconductor manufacturer’s stock after selling 8,100 shares during the quarter. Micron Technology comprises approximately 1.7% of Zweig […]