Highview Capital Management LLC DE raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,133 shares of the company’s stock after purchasing an additional 217 shares during […]

Diversify Wealth Management LLC grew its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 31.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,731 shares of the enterprise software provider’s stock after purchasing an additional 8,787 […]

Smith Group Asset Management LLC boosted its holdings in Visa Inc. (NYSE:V – Free Report) by 19.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,595 shares of the credit-card processor’s stock after acquiring an additional 431 shares during the quarter. Smith Group […]

Deltec Asset Management LLC lessened its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 40.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,300 shares of the company’s stock after selling 875 shares during the quarter. […]

Great Diamond Partners LLC raised its position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 33,457 shares of the company’s stock after acquiring an additional 351 shares during […]

Avitas Wealth Management LLC lifted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,760 shares of the retailer’s stock after acquiring an additional 28 shares during the quarter. […]

Pinnacle Associates Ltd. boosted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 8.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 42,107 shares of the investment management company’s stock after purchasing an additional 3,239 shares during […]

Childress Capital Advisors LLC lifted its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 13.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 983 shares of the technology company’s stock after buying an additional 118 shares during the quarter. Childress […]

Diversify Advisory Services LLC decreased its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 47.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,466 shares of the company’s stock after selling 4,085 shares during the […]

Evermay Wealth Management LLC trimmed its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 18.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,242 shares of the industrial products company’s stock after selling 512 shares during the period. Evermay Wealth […]

Edge Financial Advisors LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 15,545 shares of the company’s stock, valued at approximately $1,008,000. A number […]

MONECO Advisors LLC lifted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,815 shares of the apparel and home fashions retailer’s stock after purchasing an additional 159 shares during the quarter. […]

Evermay Wealth Management LLC reduced its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,257 shares of the company’s stock after selling 427 shares during […]

Eagle Strategies LLC lowered its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 4.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,917 shares of the natural resource company’s stock after selling 2,689 shares during the period. Eagle Strategies […]

Boston Financial Mangement LLC raised its holdings in Carrier Global Co. (NYSE:CARR – Free Report) by 1.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,208 shares of the company’s stock after buying an additional 150 shares during the quarter. Boston Financial Mangement […]

Aletheian Wealth Advisors LLC trimmed its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 75.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 487 shares of the retailer’s stock after selling 1,516 shares during the quarter. Aletheian Wealth Advisors LLC’s holdings […]

Jacobsen Capital Management grew its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 674 shares of the retailer’s stock after acquiring an additional 29 shares during the quarter. Jacobsen Capital Management’s […]

Highline Wealth Partners LLC acquired a new position in CVS Health Co. (NYSE:CVS – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,589 shares of the pharmacy operator’s stock, valued at approximately $414,000. Other institutional investors and hedge funds have also […]

Traynor Capital Management Inc. bought a new stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,228 shares of the financial services provider’s stock, valued at approximately $227,000. Other […]

Childress Capital Advisors LLC lifted its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 8.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 637 shares of the information technology services provider’s stock after purchasing an additional 47 shares during […]

First Trust Direct Indexing L.P. trimmed its stake in Unilever PLC (NYSE:UL – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 46,837 shares of the company’s stock after selling 375 shares during the quarter. First Trust Direct Indexing L.P.’s holdings in Unilever were […]

Pinnacle Associates Ltd. decreased its stake in shares of Cognex Co. (NASDAQ:CGNX – Free Report) by 14.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 516,506 shares of the scientific and technical instruments company’s stock after selling 89,410 shares during the quarter. […]

Traynor Capital Management Inc. cut its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 6.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 290 shares of the information technology services provider’s stock after selling 21 shares during the quarter. Traynor Capital […]

Cutter & CO Brokerage Inc. bought a new position in shares of Lifeway Foods, Inc. (NASDAQ:LWAY – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund bought 8,160 shares of the company’s stock, valued at approximately $212,000. Cutter & CO Brokerage Inc. owned 0.06% of Lifeway Foods […]

Abich Financial Wealth Management LLC reduced its stake in shares of The Scotts Miracle-Gro Company (NYSE:SMG – Free Report) by 62.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 322 shares of the basic materials company’s stock after selling 532 shares during the […]

Farmers & Merchants Investments Inc. reduced its position in shares of The Clorox Company (NYSE:CLX – Free Report) by 1.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,935 shares of the company’s stock after selling 100 shares during the quarter. […]

abrdn plc grew its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 30.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 538,970 shares of the coffee company’s stock after acquiring an additional 125,912 shares during the period. abrdn plc’s holdings […]

Traynor Capital Management Inc. raised its holdings in shares of Arm Holdings plc (NASDAQ:ARM – Free Report) by 2,847.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,621 shares of the company’s stock after purchasing an additional 1,566 shares during […]

Smith Group Asset Management LLC purchased a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 2,440 shares of the conglomerate’s stock, valued at approximately $1,097,000. Several other hedge funds and other […]

Semanteon Capital Management LP bought a new position in Enviri Co. (NYSE:NVRI – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 41,283 shares of the company’s stock, valued at approximately $427,000. Several other hedge funds also recently bought and sold shares […]

Farmers & Merchants Investments Inc. lessened its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 0.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 414,271 shares of the electronics maker’s stock after selling 867 shares during the quarter. Amphenol comprises […]

Autumn Glory Partners LLC increased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 30.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,488 shares of the company’s stock after purchasing an additional 2,903 shares during the period. […]

Boston Financial Mangement LLC raised its stake in Blackstone Inc. (NYSE:BX – Free Report) by 1.2% during the third quarter, HoldingsChannel reports. The institutional investor owned 22,682 shares of the asset manager’s stock after acquiring an additional 275 shares during the period. Boston Financial Mangement LLC’s holdings in Blackstone were worth $3,473,000 at the end […]

American Financial Advisors LLC decreased its stake in shares of DNP Select Income Fund Inc. (NYSE:DNP – Free Report) by 11.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 754,877 shares of the investment management company’s stock after selling 101,971 […]

American Financial Advisors LLC reduced its stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 1.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 244,654 shares of the company’s stock after selling 4,213 shares during the quarter. […]

Nisa Investment Advisors LLC boosted its position in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 57.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 294,542 shares of the financial services provider’s stock after acquiring an […]

Nisa Investment Advisors LLC decreased its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 354,162 shares of the ride-sharing company’s stock after selling 2,733 shares during the quarter. […]

SC&H Financial Advisors Inc. acquired a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 431 shares of the investment management company’s stock, valued at approximately $213,000. A […]

Pallas Capital Advisors LLC reduced its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 36,658 shares of the CRM provider’s stock after selling 375 shares during the quarter. Pallas Capital […]

Smith Group Asset Management LLC increased its stake in Workday, Inc. (NASDAQ:WDAY – Free Report) by 1.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 99,689 shares of the software maker’s stock after purchasing an additional 1,586 shares during the quarter. Workday makes up […]

Smithbridge Asset Management Inc. DE boosted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 14.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 65,405 shares of the information services provider’s stock after purchasing an additional 8,060 shares during the […]

Traynor Capital Management Inc. grew its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 2.9% in the third quarter, Holdings Channel reports. The firm owned 22,979 shares of the company’s stock after acquiring an additional 657 shares during the period. Traynor Capital Management Inc.’s holdings in Altria Group were worth $1,173,000 […]

Tyche Wealth Partners LLC lessened its holdings in AT&T Inc. (NYSE:T – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,218 shares of the technology company’s stock after selling 1,993 shares during the period. Tyche […]

Worth Financial Advisory Group LLC boosted its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 91.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,692 shares of the company’s stock after buying an additional […]