Blue Trust Inc. grew its position in American Express (NYSE:AXP) by 46.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,897 shares of the payment services company’s stock after purchasing an additional 2,502 shares during the quarter. Blue Trust Inc.’s holdings […]

Alta Wealth Advisors LLC acquired a new position in shares of RTX Co. (NYSE:RTX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,789 shares of the company’s stock, valued at approximately $217,000. Other hedge funds have also bought and […]

Cyndeo Wealth Partners LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 4.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,126 shares of the enterprise software provider’s stock after selling 3,043 shares during the quarter. Oracle makes […]

WestHill Financial Advisors Inc. grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,451 shares of the credit-card processor’s stock after buying an additional 78 shares during the quarter. […]

Meridiem Investment Management Ltd. lowered its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 503,883 shares of the information services provider’s stock after selling 18,263 shares during the quarter. Alphabet […]

Commonwealth Equity Services LLC cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,990,351 shares of the information services provider’s stock after selling 28,064 shares during the period. Alphabet […]

Stratos Investment Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,584 shares of the information services provider’s stock after acquiring an additional 908 shares during the quarter. Stratos Investment […]

Legacy Financial Strategies LLC grew its holdings in Visa Inc. (NYSE:V – Free Report) by 27.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,008 shares of the credit-card processor’s stock after acquiring an additional 219 shares during the quarter. Legacy Financial Strategies LLC’s holdings in Visa were worth $277,000 as of its most […]

Stratos Wealth Partners LTD. increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 12.2% during the third quarter, Holdings Channel reports. The fund owned 8,646 shares of the information technology services provider’s stock after acquiring an additional 938 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in ServiceNow were worth […]

Raub Brock Capital Management LP cut its stake in Oracle Co. (NYSE:ORCL – Free Report) by 3.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,906 shares of the enterprise software provider’s stock after selling 4,878 shares during the quarter. Oracle accounts […]

First Bancorp Inc ME cut its stake in shares of American Express (NYSE:AXP – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,760 shares of the payment services company’s stock after selling 90 shares during […]

Trust Point Inc. boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,184 shares of the credit-card processor’s stock after buying an additional 641 shares during […]

Legacy Financial Strategies LLC lifted its holdings in shares of American Express (NYSE:AXP) by 2.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 1,632 shares of the payment services company’s stock after purchasing an additional 40 shares during the period. Legacy Financial Strategies LLC’s holdings in American Express were worth $443,000 at the […]

nVerses Capital LLC acquired a new position in First Horizon Co. (NYSE:FHN – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 35,700 shares of the financial services provider’s stock, valued at approximately $554,000. Other hedge funds and other institutional investors have also […]

Addison Capital Co lowered its stake in Oracle Co. (NYSE:ORCL – Free Report) by 0.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 59,276 shares of the enterprise software provider’s stock after selling 346 shares during the period. Oracle accounts for approximately 4.1% of Addison Capital Co’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 […]

Aurora Investment Managers LLC. lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,828 shares of the information services provider’s stock after selling 270 shares during the quarter. Alphabet comprises about 2.4% of […]

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 […]

Drake & Associates LLC increased its position in Fortive Co. (NYSE:FTV – Free Report) by 16.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,242 shares of the technology company’s stock after acquiring an additional 1,031 shares during the quarter. Drake & Associates […]

Ellenbecker Investment Group raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,891 shares of the information services provider’s stock after purchasing an additional 154 shares during the […]

Lindsell Train Ltd lifted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,750 shares of the information services provider’s stock after buying an additional 900 shares during the period. […]

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 & […]

Mitsubishi UFJ Asset Management UK Ltd. bought a new stake in shares of Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,500 shares of the construction company’s stock, valued at approximately $642,000. Several […]

Mitsubishi UFJ Asset Management UK Ltd. decreased its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 37.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,000 shares of the real estate investment trust’s stock after selling 6,000 shares […]

Stonegate Investment Group LLC boosted its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 0.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 31,822 shares of the company’s stock after purchasing an additional 102 shares during the quarter. Stonegate Investment Group LLC’s holdings in RTX were worth $3,856,000 as of […]

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 […]

Randolph Co Inc lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 65,810 shares of the credit-card processor’s stock after selling 144 shares during the quarter. Visa […]