One Wealth Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 161.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 35,880 shares of the information services provider’s stock after purchasing an additional 22,151 shares during the quarter. Alphabet makes up […]

B.O.S.S. Retirement Advisors LLC acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,389 shares of the information services provider’s stock, valued at approximately $232,000. Several other hedge funds and […]

Intergy Private Wealth LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,566 shares of the utilities provider’s stock, valued at approximately $217,000. Several other hedge funds have also […]

Howard Capital Management Group LLC increased its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 6.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,760 shares of the conglomerate’s stock after buying an additional 174 shares during […]

Greenup Street Wealth Management LLC purchased a new position in Salesforce, Inc. (NYSE:CRM – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 7,224 shares of the CRM provider’s stock, valued at approximately $1,977,000. Other hedge funds and other […]

Sax Wealth Advisors LLC purchased a new position in Parker-Hannifin Co. (NYSE:PH – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,031 shares of the industrial products company’s stock, valued at approximately $651,000. Several other large investors also recently modified […]

Optimum Investment Advisors raised its stake in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,870 shares of the technology company’s stock after purchasing an additional 500 shares during the quarter. […]

One Wealth Advisors LLC boosted its position in Schlumberger Limited (NYSE:SLB – Free Report) by 22.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 6,402 shares of the oil and gas company’s stock after purchasing an additional 1,167 shares during the period. One Wealth Advisors LLC’s […]

Cornerstone Wealth Management LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1,309.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,751 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,059 shares during the period. Cornerstone Wealth Management LLC’s […]

Marshall Financial Group LLC acquired a new position in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 23,712 shares of the company’s stock, valued at approximately $1,566,000. A number of other hedge funds […]

Avaii Wealth Management LLC raised its holdings in Iris Energy Limited (NASDAQ:IREN – Free Report) by 89.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,267 shares of the company’s stock after purchasing an additional 20,013 shares during the quarter. Avaii Wealth Management […]

Foster Victor Wealth Advisors LLC raised its holdings in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 13.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,759 shares of the company’s stock after purchasing an additional 437 shares during the quarter. Foster Victor […]

Naviter Wealth LLC boosted its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 71,527 shares of the real estate investment trust’s stock after acquiring an additional 3,102 shares during the period. Prologis accounts for […]

SeaCrest Wealth Management LLC increased its stake in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) by 4.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,155 shares of the company’s stock after purchasing an additional 426 shares during the […]