Vista Investment Partners LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,828 shares of the information services provider’s stock after acquiring an additional 113 shares during the […]

Bar Harbor Wealth Management reduced its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 2.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,979 shares of the conglomerate’s stock after selling 629 shares during the quarter. Bar […]

Madrona Financial Services LLC purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,824 shares of the credit services provider’s stock, valued at approximately $220,000. Several other institutional investors and hedge funds also […]

Addison Capital Co trimmed its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 36,615 shares of the credit services provider’s stock after selling 448 shares during the period. PayPal accounts […]

Harbour Capital Advisors LLC lessened its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,556 shares of the company’s stock after selling 186 shares during the quarter. Eli […]

Consolidated Capital Management LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 260.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,905 shares of the semiconductor manufacturer’s stock after acquiring an additional 15,113 shares during the quarter. Broadcom accounts for […]

Drake & Associates LLC lessened its stake in Visa Inc. (NYSE:V – Free Report) by 54.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,026 shares of the credit-card processor’s stock after selling 1,235 shares during the quarter. Drake & Associates […]

Good Life Advisors LLC increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 10.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,737 shares of the credit-card processor’s stock after purchasing an additional 829 shares during the quarter. […]

Mitchell & Pahl Private Wealth LLC trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,937 shares of the credit-card processor’s stock after selling 52 shares during the quarter. Mitchell & […]

Sweet Financial Partners LLC decreased its position in Visa Inc. (NYSE:V – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,389 shares of the credit-card processor’s stock after selling 114 shares during the period. Visa comprises […]

M3 Advisory Group LLC bought a new position in Accenture plc (NYSE:ACN – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 723 shares of the information technology services provider’s stock, valued at approximately $256,000. Other hedge funds […]

Sweet Financial Partners LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 312.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,576 shares of the Internet television network’s stock after purchasing an additional 2,709 shares during the quarter. […]

Marathon Asset Management Ltd lowered its holdings in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) by 8.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 268,139 shares of the software maker’s stock after selling 26,113 shares during the quarter. Marathon Asset Management Ltd’s holdings in Paycom Software were worth $44,663,000 as […]

Horizon Wealth Management LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 13.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,468 shares of the financial services provider’s stock after acquiring an additional 628 shares during […]

Stonegate Investment Group LLC reduced its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 0.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,688 shares of the software company’s stock after selling 156 shares during the quarter. Stonegate Investment Group LLC’s […]

Drake & Associates LLC increased its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 51.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 650 shares of the software company’s stock after purchasing an additional 222 shares during the period. Drake & Associates LLC’s holdings in Adobe were worth $337,000 as of […]

Madrona Financial Services LLC acquired a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,047 shares of the specialty retailer’s stock, valued at approximately $217,000. Other hedge funds and other […]

Buffington Mohr McNeal lessened its stake in Accenture plc (NYSE:ACN – Free Report) by 28.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,750 shares of the information technology services provider’s stock after selling 688 shares during the quarter. Buffington Mohr McNeal’s holdings in Accenture were worth […]

Trifecta Capital Advisors LLC raised its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 26,581 shares of the oil and gas company’s stock after acquiring an additional 344 shares during the quarter. Trifecta Capital […]

Greenup Street Wealth Management LLC lifted its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,979 shares of the company’s stock after buying an additional 2,111 shares during the period. Greenup Street Wealth […]

CHB Investment Group LLC acquired a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,576 shares of the information technology services provider’s stock, valued at approximately $3,198,000. ServiceNow accounts for about 1.7% […]

CHB Investment Group LLC acquired a new position in shares of International Business Machines Co. (NYSE:IBM – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 1,166 shares of the technology company’s stock, valued at approximately $258,000. A number of other institutional investors and hedge funds have also made changes to their […]

TruWealth Advisors LLC raised its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,797 shares of the pharmaceutical company’s stock after purchasing an additional 610 shares during the quarter. […]

Naviter Wealth LLC trimmed its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,201 shares of the enterprise software provider’s stock after selling 116 shares during the quarter. Naviter Wealth LLC’s […]

Redmont Wealth Advisors LLC trimmed its stake in EZCORP, Inc. (NASDAQ:EZPW – Free Report) by 16.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 55,967 shares of the credit services provider’s stock after selling 10,836 shares during the quarter. EZCORP makes up 1.0% of […]

Redmont Wealth Advisors LLC lessened its holdings in shares of OneMain Holdings, Inc. (NYSE:OMF – Free Report) by 8.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,723 shares of the financial services provider’s stock after selling 345 shares during the quarter. Redmont Wealth […]

Marshall Financial Group LLC boosted its stake in shares of The Hershey Company (NYSE:HSY – Free Report) by 1.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,916 shares of the company’s stock after acquiring an additional 83 shares during the […]

Cornerstone Wealth Management LLC increased its position in shares of Chubb Limited (NYSE:CB – Free Report) by 42.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,004 shares of the financial services provider’s stock after purchasing an additional 1,200 shares during the […]

V Square Quantitative Management LLC increased its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 11.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,184 shares of the construction company’s stock after acquiring an additional 218 shares during the […]

Teamwork Financial Advisors LLC purchased a new position in Leidos Holdings, Inc. (NYSE:LDOS – 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 purchased 11,803 shares of the aerospace company’s stock, valued at approximately $1,924,000. Several other institutional […]

Marshall Financial Group LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,126 shares of the information services provider’s stock after selling 182 shares during the quarter. Alphabet makes up […]

Riversedge Advisors LLC boosted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 393 shares of the software company’s stock after purchasing an additional 23 shares during the quarter. Riversedge Advisors LLC’s holdings […]

Alliance Wealth Advisors LLC grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,634 shares of the company’s stock after purchasing an additional 128 shares during the quarter. Alliance Wealth Advisors LLC’s […]

B.O.S.S. Retirement Advisors LLC boosted its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,765 shares of the financial services provider’s stock after buying an additional […]

B.O.S.S. Retirement Advisors LLC boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,751 shares of the company’s stock after acquiring an additional 1,725 shares during […]

Beech Hill Advisors Inc. cut its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,435 shares of the online travel company’s stock after selling 985 shares during the […]

Kowal Investment Group LLC reduced its position in Chevron Co. (NYSE:CVX – Free Report) by 19.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 9,019 shares of the oil and gas company’s stock after selling 2,231 shares during the quarter. Kowal Investment Group LLC’s holdings in Chevron […]

Curran Financial Partners LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,374 shares of the oil and gas company’s stock after selling 292 shares during the […]

Probity Advisors Inc. reduced its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 12.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,927 shares of the utilities provider’s stock after selling 706 shares during the quarter. Probity Advisors […]

ERn Financial LLC purchased a new position in ServiceNow, Inc. (NYSE:NOW – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 250 shares of the information technology services provider’s stock, valued at approximately $224,000. Several other hedge funds and other institutional investors […]

IQ EQ FUND MANAGEMENT IRELAND Ltd trimmed its holdings in shares of SentinelOne, Inc. (NYSE:S – Free Report) by 7.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 317,385 shares of the company’s stock after selling 24,546 shares during […]

Indiana Trust & Investment Management Co raised its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,841 shares of the information services provider’s stock after acquiring an additional 530 […]

Kowal Investment Group LLC grew its holdings in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 27.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,689 shares of the company’s stock after acquiring an additional 368 shares during the period. Kowal Investment Group LLC’s holdings in Spotify Technology were worth $622,000 […]

Kowal Investment Group LLC lowered its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,332 shares of the credit-card processor’s stock after selling 99 shares during the quarter. Kowal Investment […]

LifeSteps Financial Inc. acquired a new position in ServisFirst Bancshares, Inc. (NYSE:SFBS – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 3,000 shares of the financial services provider’s stock, valued at approximately $241,000. Several other institutional investors […]

McKinley Carter Wealth Services Inc. trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,548 shares of the credit-card processor’s stock after selling 91 shares during the quarter. McKinley Carter Wealth […]

Patton Fund Management Inc. acquired a new stake in Universal Health Services, Inc. (NYSE:UHS – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 24,973 shares of the health services provider’s stock, valued at approximately $5,719,000. Several other hedge funds have also recently […]

Vontobel Holding Ltd. lifted its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 11.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 551,708 shares of the biopharmaceutical company’s stock after purchasing an additional 57,013 shares during the quarter. Vontobel Holding Ltd.’s […]

Physician Wealth Advisors Inc. cut its position in Pfizer Inc. (NYSE:PFE – Free Report) by 11.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,932 shares of the biopharmaceutical company’s stock after selling 1,200 shares during the quarter. Physician Wealth Advisors Inc.’s holdings […]

SeaCrest Wealth Management LLC increased its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 8.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,788 shares of the financial services provider’s stock after buying an additional 208 shares during […]