Creative Capital Management Investments LLC bought a new stake in shares of Wells Fargo & Company (NYSE:WFC) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,000 shares of the financial services provider’s stock, valued at approximately $113,000. Several other institutional investors […]

Phillips Wealth Planners LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 25.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 835 shares of the industrial products company’s stock after acquiring an additional 169 shares during the […]

Phillips Wealth Planners LLC raised its position in Chevron Co. (NYSE:CVX – Free Report) by 13.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,946 shares of the oil and gas company’s stock after buying an additional 950 shares during the […]

AM Investment Strategies LLC reduced its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,373 shares of the retailer’s stock after selling 13 shares during the quarter. Costco Wholesale makes up […]

AM Investment Strategies LLC lifted its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,010 shares of the cell phone carrier’s stock after purchasing an additional 468 shares […]

BluePath Capital Management LLC raised its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,668 shares of the utilities provider’s stock after acquiring an additional 1,472 shares during […]

Greenwich Wealth Management LLC lowered its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.9% 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 4,713 shares of the exchange traded fund’s stock after selling 42 […]

Greenwich Wealth Management LLC lowered its stake in Kimco Realty Corp (NYSE:KIM – Free Report) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,849 shares of the real estate investment trust’s stock after selling 822 shares during the quarter. Greenwich […]

AM Investment Strategies LLC purchased a new position in Aflac Incorporated (NYSE:AFL – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,000 shares of the financial services provider’s stock, valued at approximately $224,000. A number of […]

Gladstone Institutional Advisory LLC cut its stake in shares of Goldman Sachs Innovate Equity ETF (NYSEARCA:GINN – Free Report) by 65.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 33,005 shares of the company’s stock after selling 62,687 shares during the quarter. Gladstone […]

Eads & Heald Wealth Management bought a new stake in shares of Accenture plc (NYSE:ACN – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,271 shares of the information technology services provider’s stock, valued at approximately $449,000. A number of other institutional […]

Keystone Financial Planning Inc. trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,494 shares of the network equipment provider’s stock after selling 474 shares […]

Financial Advocates Investment Management trimmed its stake in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) by 9.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,447 shares of the company’s stock after selling 929 shares during the period. Financial Advocates Investment […]

Private Wealth Group LLC cut its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 8.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,702 shares of the company’s stock after selling 926 shares during the period. Private […]

Gladstone Institutional Advisory LLC cut its holdings in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 29.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,615 shares of the asset manager’s stock after selling 12,038 shares during […]

Sitrin Capital Management LLC raised its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,609 shares of the retailer’s stock after purchasing an additional 20 shares […]

Lebenthal Global Advisors LLC bought a new stake in shares of Clean Harbors, Inc. (NYSE:CLH – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 1,048 shares of the business services provider’s stock, valued at approximately $253,000. Other institutional investors have also added […]

Keystone Financial Planning Inc. lifted its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 0.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 244,014 shares of the cell phone carrier’s stock after buying an additional […]

Financial Advocates Investment Management reduced its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 18.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,559 shares of the investment management company’s stock after selling 356 shares during […]

W Advisors LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 37.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,132 shares of the oil and gas company’s stock after selling 1,853 shares during the period. W Advisors […]

Absher Wealth Management LLC boosted its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 26.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,643 shares of the transportation company’s stock after purchasing an additional 977 shares during […]

Cigna Investments Inc. New decreased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,801 shares of the oil and gas company’s stock after selling 315 shares during the quarter. Cigna Investments Inc. New’s […]

Human Investing LLC cut its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 5.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,985 shares of the coffee company’s stock after selling 170 shares during the period. Human Investing LLC’s holdings […]

SteelPeak Wealth LLC purchased a new position in shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 12,636 shares of the company’s stock, valued at approximately $688,000. Several other institutional investors […]

Aspen Wealth Strategies LLC acquired a new position in Morgan Stanley (NYSE:MS – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,662 shares of the financial services provider’s stock, valued at approximately $277,000. Several other institutional investors and hedge […]

AustralianSuper Pty Ltd trimmed its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 7.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 21,113 shares of the company’s stock after selling 1,671 shares during the period. AustralianSuper Pty Ltd’s holdings in DocuSign were worth $1,311,000 […]

Catalyst Financial Partners LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,472 shares of the company’s stock after selling 128 shares during the […]

Conestoga Capital Advisors LLC trimmed its stake in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 12.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,764 shares of the industrial products company’s stock after selling 255 shares during the quarter. Conestoga […]

Fairfield Financial Advisors LTD reduced its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 16.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,170 shares of the oil and gas company’s stock after selling 608 shares during the period. Fairfield Financial […]

Focus Financial Network Inc. lessened its stake in Invesco Dividend Achievers ETF (NASDAQ:PFM – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 116,977 shares of the company’s stock after selling 702 shares during the quarter. Focus […]

Fonville Wealth Management LLC increased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,849 shares of the company’s stock after purchasing an additional 293 shares during the quarter. Fonville […]

Gladstone Institutional Advisory LLC grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 27.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,068 shares of the credit services provider’s stock after purchasing an additional 1,955 shares during the period. Gladstone Institutional Advisory […]

Gladstone Institutional Advisory LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 85,941 shares of the network equipment provider’s stock after selling 5,060 shares during the […]

Goldstone Financial Group LLC purchased a new position in shares of VanEck Floating Rate ETF (NYSEARCA:FLTR – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,936 shares of the company’s stock, valued at approximately $202,000. Other institutional investors and hedge […]

Interchange Capital Partners LLC cut its stake in iShares Global Healthcare ETF (NYSEARCA:IXJ – Free Report) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,005 shares of the company’s stock after selling 118 shares during the period. Interchange […]

JFS Wealth Advisors LLC lessened its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,802 shares of the home improvement retailer’s stock after selling 47 shares during the quarter. […]

JFS Wealth Advisors LLC reduced its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,489 shares of the wireless technology company’s stock after selling 106 shares during the period. JFS […]

Principal Securities Inc. increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 21.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 142,304 shares of the company’s stock after purchasing an additional 24,849 shares during the quarter. Principal […]

Sensible Financial Planning & Management LLC. bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,742 shares of the exchange traded fund’s stock, valued at approximately $568,000. Other […]

Shepherd Financial Partners LLC lessened its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,326 shares of the coffee company’s stock after selling 1,062 shares during the quarter. Shepherd Financial […]

Shepherd Financial Partners LLC increased its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 7.0% in the third quarter, HoldingsChannel reports. The firm owned 7,675 shares of the real estate investment trust’s stock after buying an additional 504 shares during the quarter. Shepherd Financial Partners LLC’s holdings in Digital Realty […]

Silver Coast Investments LLC boosted its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 5.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 220,110 shares of the company’s stock after purchasing an additional 10,590 shares during the period. Vanguard Intermediate-Term […]

SteelPeak Wealth LLC lifted its stake in Accenture plc (NYSE:ACN – Free Report) by 10.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,023 shares of the information technology services provider’s stock after purchasing an additional 95 shares during […]

SteelPeak Wealth LLC raised its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,134 shares of the company’s stock after acquiring an additional 394 shares during the quarter. […]

SteelPeak Wealth LLC purchased a new stake in shares of LendingClub Co. (NYSE:LC – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 49,142 shares of the credit services provider’s stock, valued at approximately $562,000. A number of other institutional investors have also […]

US Bancorp DE cut its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 3.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 986,504 shares of the coffee company’s stock after selling 36,775 shares during the period. US Bancorp […]

William Howard & Co Financial Advisors Inc bought a new stake in Virtus Convertible & Income Fund II (NYSE:NCZ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 31,565 shares of the investment management company’s stock, valued at […]