Palumbo Wealth Management LLC trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,112 shares of the information technology services provider’s stock after selling 276 shares during the quarter. Accenture makes up approximately […]

O ROURKE & COMPANY Inc acquired a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 497 shares of the credit services provider’s stock, valued at approximately $246,000. Several other institutional investors […]

Sippican Capital Advisors bought a new stake in shares of U.S. Bancorp (NYSE:USB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,857 shares of the financial services provider’s stock, valued at approximately $222,000. Several other institutional […]

Hudson Valley Investment Advisors Inc. ADV lowered its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,960 shares of the financial services provider’s stock after selling 699 shares during the period. Hudson Valley […]

Pathway Financial Advisers LLC bought a new stake in Accenture plc (NYSE:ACN – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,633 shares of the information technology services provider’s stock, valued at approximately $577,000. Several other hedge funds have […]

Highline Wealth Partners LLC acquired a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 352 shares of the company’s stock, valued at approximately $45,000. Several other hedge […]

Highline Wealth Partners LLC acquired a new stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 569 shares of the exchange traded fund’s stock, valued at approximately $56,000. Several other […]

Fidelis Capital Partners LLC acquired a new position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – 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 12,020 shares of the company’s stock, valued at approximately $444,000. […]

Evermay Wealth Management LLC trimmed its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,713 shares of the CRM provider’s stock after selling 66 shares during the quarter. Evermay Wealth Management […]

Edge Financial Advisors LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,242 shares of the company’s stock, valued at approximately $1,481,000. Several other institutional investors and hedge […]

Better Money Decisions LLC lessened its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 6.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 865 shares of the company’s stock after selling 59 shares during the period. Better Money […]

Pathway Financial Advisers LLC raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 15,294.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 236,453 shares of the asset manager’s stock after purchasing an additional 234,917 shares during […]

Diversify Wealth Management LLC boosted its stake in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 29.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 110,517 shares of the exchange traded fund’s stock after purchasing an additional 25,163 shares […]

Highline Wealth Partners LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 7,591 shares of the company’s stock, valued at approximately $765,000. Several other hedge funds have also recently […]

Highline Wealth Partners LLC purchased a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,507 shares of the company’s stock, valued at approximately $204,000. A number of other […]

SteelPeak Wealth LLC increased its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,247 shares of the asset manager’s stock after purchasing an additional 288 shares during the quarter. SteelPeak […]