Benchmark Financial Wealth Advisors LLC increased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 3.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,588 shares of the company’s stock after purchasing an additional 192 shares during the period. Benchmark Financial Wealth Advisors […]

Marks Group Wealth Management Inc cut its stake in Fastenal (NASDAQ:FAST – Free Report) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,700 shares of the company’s stock after selling 235 shares during the period. Marks Group Wealth Management Inc’s holdings in Fastenal […]

Maia Wealth LLC lifted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 69.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,447 shares of the CRM provider’s stock after buying an additional 2,227 shares during […]

Invictus Private Wealth LLC reduced its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,773 shares of the company’s stock after selling 650 shares during the period. Invictus Private Wealth LLC’s holdings […]

Northstar Asset Management Inc. raised its stake in shares of Veralto Co. (NYSE:VLTO – Free Report) by 22.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 78,326 shares of the company’s stock after acquiring an additional 14,398 shares during the quarter. Veralto makes up […]

One Plus One Wealth Management LLC reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 11.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,494 shares of the company’s stock after selling 187 shares during the period. One Plus One Wealth […]

Northstar Asset Management Inc. raised its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,485 shares of the CRM provider’s stock after purchasing an additional 873 shares during the quarter. […]

Smart Portfolios LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,975 shares of the enterprise software provider’s stock after selling 70 shares during the quarter. Oracle comprises 1.6% of […]

NorthRock Partners LLC lessened its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 7.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,033 shares of the cable giant’s stock after selling 977 shares during the quarter. NorthRock Partners LLC’s holdings […]

Long Run Wealth Advisors LLC acquired a new position in Salesforce, Inc. (NYSE:CRM – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,962 shares of the CRM provider’s stock, valued at approximately $537,000. A number of other […]

NorthRock Partners LLC trimmed its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 13.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,562 shares of the basic materials company’s stock after selling 251 shares during the quarter. NorthRock Partners LLC’s holdings […]

Callahan Advisors LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,013 shares of the electric vehicle producer’s stock after selling 120 shares during the period. Callahan Advisors […]

W.H. Cornerstone Investments Inc. reduced its stake in Visa Inc. (NYSE:V – Free Report) by 3.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,249 shares of the credit-card processor’s stock after selling 153 shares during the period. […]

NorthRock Partners LLC reduced its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 25.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,613 shares of the company’s stock after selling 6,063 shares during the period. NorthRock Partners […]

PDS Planning Inc lowered its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 9.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,181 shares of the company’s stock after selling 237 shares during the period. PDS Planning Inc’s holdings in Zoetis were worth […]

Clarity Capital Partners LLC lowered its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 19.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,997 shares of the company’s stock after selling 1,408 shares during the quarter. CrowdStrike accounts […]

Global Wealth Management Investment Advisory Inc. raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 7.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,209 shares of the CRM provider’s stock after purchasing an additional 470 shares […]

Greenwood Capital Associates LLC boosted its stake in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 9.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 153,940 shares of the company’s stock after purchasing an additional 13,323 shares during the period. Greenwood Capital Associates LLC’s holdings in […]

Yacktman Asset Management LP decreased its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 330,318 shares of the aerospace company’s stock after selling 970 shares during the period. Lockheed […]

NorthRock Partners LLC cut its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,318 shares of the electric vehicle producer’s stock after selling 804 shares during the period. NorthRock […]