Groesbeck Investment Management Corp NJ decreased its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 14.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,971 shares of the investment management company’s stock after selling 501 shares during the period. The Goldman […]

St. Johns Investment Management Company LLC decreased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 3.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,020 shares of the enterprise software provider’s stock after selling 574 shares during the period. Oracle […]

Pathway Financial Advisers LLC raised its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 3,341.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,532 shares of the company’s stock after acquiring an additional 63,628 shares during the quarter. Pathway […]

MCF Advisors LLC reduced its position in Truist Financial Co. (NYSE:TFC – Free Report) by 12.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 29,379 shares of the insurance provider’s stock after selling 4,210 shares during the period. MCF Advisors LLC’s holdings in Truist Financial were worth […]

Covenant Partners LLC trimmed its holdings in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 13.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 999 shares of the company’s stock after selling 152 shares during the quarter. Covenant Partners LLC’s […]

Lyell Wealth Management LP increased its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 9.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,063 shares of the credit services provider’s stock after purchasing an additional 1,314 […]

First Bank & Trust decreased its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 9.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 848 shares of the financial services provider’s stock after selling 88 shares during the period. First Bank & Trust’s holdings in Ameriprise Financial were worth $398,000 […]

PFG Investments LLC lowered its holdings in Colgate-Palmolive (NYSE:CL – Free Report) by 3.5% 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 21,935 shares of the company’s stock after selling 801 shares during the period. PFG Investments LLC’s […]

Middleton & Co. Inc. MA purchased a new stake in Pgim Aaa Clo Etf (NYSEARCA:PAAA – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 27,835 shares of the company’s stock, valued at approximately $1,426,000. Middleton & Co. Inc. MA […]

Global Wealth Management LLC bought a new position in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,742 shares of the company’s stock, valued at approximately $253,000. Vanguard Communication […]

Wealth Enhancement Advisory Services LLC increased its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 2.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 307,437 shares of the company’s stock after buying an additional 6,505 shares during the quarter. Wealth […]

Ballentine Partners LLC increased its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 17.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 6,968 shares of the financial services provider’s stock after buying an additional 1,056 shares during the period. Ballentine Partners […]

PFG Investments LLC raised its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,440 shares of the exchange traded fund’s stock after purchasing an additional 2,437 shares during the […]

E. Ohman J or Asset Management AB reduced its stake in shares of Equifax Inc. (NYSE:EFX – Free Report) by 9.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,900 shares of the credit services provider’s stock after selling 500 shares during the period. E. […]

Dumont & Blake Investment Advisors LLC reduced its position in Northern Trust Co. (NASDAQ:NTRS – Free Report) by 50.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 3,343 shares of the asset manager’s stock after selling 3,343 shares during the period. Dumont & Blake Investment Advisors LLC’s […]

Outlook Wealth Advisors LLC lowered its position in Fiserv, Inc. (NYSE:FI – 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 (SEC). The firm owned 3,930 shares of the business services provider’s stock after selling 75 shares during the period. […]

Lyell Wealth Management LP trimmed its holdings in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 19.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,190 shares of the technology company’s stock after selling 10,700 shares during the quarter. Lyell Wealth Management LP owned […]

Team Financial Group LLC bought a new stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,236 shares of the company’s stock, valued at approximately $209,000. A number of other institutional […]

Benedict Financial Advisors Inc. bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – 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 bought 1,100 shares of the exchange traded fund’s stock, valued at approximately $267,000. […]

Trueblood Wealth Management LLC raised its stake in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,130 shares of the company’s stock after purchasing an additional 1,105 shares […]

Trueblood Wealth Management LLC grew its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 38.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,841 shares of the company’s stock after acquiring an additional 1,345 […]

E. Ohman J or Asset Management AB decreased its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 15.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,200 shares of the enterprise software provider’s stock after selling 4,400 shares during […]

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 […]

Mediolanum International Funds Ltd raised its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 198.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 102,071 shares of the insurance provider’s stock after purchasing an additional 67,821 shares during the period. Mediolanum International […]

apricus wealth LLC bought a new stake in shares of American Express (NYSE:AXP – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 847 shares of the payment services company’s stock, valued at approximately $230,000. A number of other institutional investors and hedge […]

Bank of Stockton lifted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 3.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,738 shares of the investment management company’s stock after purchasing an additional 99 shares […]

Bank of Stockton raised its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 7.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,736 shares of the financial services provider’s stock after purchasing an […]

Blackston Financial Advisory Group LLC decreased its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 98.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,444 shares of the company’s stock after selling 143,151 shares during the period. Blackston Financial Advisory Group LLC’s holdings in Vanguard Communication Services […]

Blackston Financial Advisory Group LLC bought a new stake in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 8,868 shares of the company’s stock, valued at approximately $435,000. A number of other […]

Court Place Advisors LLC cut its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,373 shares of the financial services provider’s stock after selling 430 shares during […]

Cullinan Associates Inc. raised its position in Truist Financial Co. (NYSE:TFC – Free Report) by 1.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 152,837 shares of the insurance provider’s stock after buying an additional 2,500 shares during the […]

Dakota Wealth Management increased its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 122,496 shares of the insurance provider’s stock after purchasing an additional 11,321 shares during […]

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 […]

Dumont & Blake Investment Advisors LLC reduced its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 50.1% 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 7,968 shares of the financial services provider’s stock […]

Financial Management Network Inc. grew its holdings in VanEck CLO ETF (NYSEARCA:CLOI – Free Report) by 13.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 53,146 shares of the company’s stock after purchasing an additional 6,320 shares during the quarter. Financial Management Network Inc. […]

Financial Partners Group LLC bought a new stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 1,264 shares of the business services provider’s stock, valued at approximately $227,000. Several other institutional investors have also […]

Global Trust Asset Management LLC increased its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 7.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,984 shares of the enterprise software provider’s stock after buying an additional 600 shares during the period. Global […]

Global Trust Asset Management LLC grew its position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 424.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,040 shares of the company’s stock after acquiring an additional 3,270 shares during the […]

Lake Street Advisors Group LLC lifted its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 7.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,295 shares of the information technology services provider’s stock after acquiring an […]

Nicholson Wealth Management Group LLC bought a new position in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,634 shares of the company’s stock, valued at approximately $270,000. […]

Schwartz Investment Counsel Inc. reduced its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 35.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 361,628 shares of the financial services provider’s stock after selling […]

Strategic Investment Solutions Inc. IL purchased a new stake in Old National Bancorp (NASDAQ:ONB – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 25,253 shares of the bank’s stock, valued at approximately $471,000. Other institutional investors and hedge funds have also […]

Woodard & Co. Asset Management Group Inc. ADV acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 69,092 shares of the exchange traded fund’s stock, valued at approximately $16,794,000. SPDR Gold Shares comprises […]