Amalgamated Bank trimmed its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 4.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 114,942 shares of the real estate investment trust’s stock after selling 5,063 shares during the quarter. Amalgamated Bank’s holdings in Welltower […]

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. […]

Beacon Financial Advisory LLC grew its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 6.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,415 shares of the company’s stock after acquiring an additional 651 shares during the […]

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 […]

Focused Wealth Management Inc boosted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 33.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,689 shares of the exchange traded fund’s stock after acquiring an additional 3,412 shares during the […]

Forum Financial Management LP bought a new position in shares of Group 1 Automotive, Inc. (NYSE:GPI – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 597 shares of the company’s stock, valued at approximately $229,000. A number of other hedge funds and […]

RTD Financial Advisors Inc. increased its stake in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 782,241 shares of the company’s stock after acquiring an additional 33,376 shares during the quarter. Invesco […]

CV Advisors LLC increased its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 6.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,287 shares of the exchange traded fund’s stock after acquiring an additional 927 shares during […]

Family Asset Management LLC trimmed its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 4.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,022 shares of the exchange traded fund’s stock […]

1834 Investment Advisors Co. lessened its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 47.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,405 shares of the company’s stock after selling 10,503 shares during the period. 1834 […]

Mn Services Vermogensbeheer B.V. lowered its stake in shares of Global Payments Inc. (NYSE:GPN – Free Report) by 2.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 99,800 shares of the business services provider’s stock after selling 2,500 shares during the quarter. Mn Services […]

National Pension Service lessened its stake in Lennar Co. (NYSE:LEN – Free Report) by 0.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 380,628 shares of the construction company’s stock after selling 1,951 shares during the quarter. National Pension Service owned about 0.14% of […]

Global Wealth Management Investment Advisory Inc. decreased its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 4.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 42,536 shares of the financial services provider’s stock after selling 2,099 shares […]

Global Wealth Management Investment Advisory Inc. lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 28.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,823 shares of the wireless technology company’s stock after selling 7,200 shares during […]

Alterna Wealth Management Inc. lifted its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 7.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,253 shares of the company’s stock after buying an additional 3,500 shares during […]

Alterna Wealth Management Inc. cut its stake in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 23.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,797 shares of the company’s stock after selling 2,347 shares during the […]

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 […]

Catalyst Private Wealth LLC lessened its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 958 shares of the software maker’s stock after selling 31 shares during the quarter. Catalyst Private Wealth LLC’s […]

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 […]

Mn Services Vermogensbeheer B.V. reduced its position in shares of Lennar Co. (NYSE:LEN – Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 95,900 shares of the construction company’s stock after selling 2,400 shares during the period. Mn Services Vermogensbeheer […]

National Pension Service boosted its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 629,402 shares of the software company’s stock after purchasing an additional 61,622 shares during the quarter. National Pension […]

Mn Services Vermogensbeheer B.V. lessened its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,106,300 shares of the electric vehicle producer’s stock after selling 25,900 shares during […]