JNBA Financial Advisors purchased a new position in shares of Alliant Energy Co. (NASDAQ:LNT – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 514 shares of the company’s stock, valued at approximately $31,000. Several other institutional investors and hedge […]

Leeward Investments LLC MA reduced its position in shares of Envista Holdings Co. (NYSE:NVST – Free Report) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 583,075 shares of the company’s stock after selling 57,514 shares during the quarter. Leeward Investments LLC […]

Leeward Investments LLC MA raised its position in QuidelOrtho Co. (NASDAQ:QDEL – Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 229,847 shares of the company’s stock after buying an additional 33,588 shares during the period. Leeward Investments […]

Advisors Management Group Inc. ADV boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 10.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,317 shares of the conglomerate’s stock after buying an additional 2,316 shares during the quarter. […]

Blake Schutter Theil Wealth Advisors LLC purchased a new position in Truist Financial Co. (NYSE:TFC – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 7,017 shares of the insurance provider’s stock, valued at approximately $300,000. A number of […]

Principal Financial Group Inc. reduced its stake in American Tower Co. (NYSE:AMT – Free Report) by 30.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,142,373 shares of the real estate investment trust’s stock after selling 2,633,241 shares during the period. […]

Spinnaker Trust bought a new position in shares of The Allstate Co. (NYSE:ALL – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,210 shares of the insurance provider’s stock, valued at approximately $229,000. Other large investors have also […]

Radnor Capital Management LLC acquired a new position in Ross Stores, Inc. (NASDAQ:ROST – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,900 shares of the apparel retailer’s stock, valued at approximately $587,000. A number of other institutional […]

United Advisor Group LLC acquired a new position in Duke Energy Co. (NYSE:DUK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,550 shares of the utilities provider’s stock, valued at approximately $294,000. Several other institutional […]

Moloney Securities Asset Management LLC lifted its stake in Cummins Inc. (NYSE:CMI – Free Report) by 5.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,638 shares of the company’s stock after acquiring an additional 78 shares during the period. Moloney Securities Asset Management LLC’s […]

LGT Financial Advisors LLC lessened its holdings in shares of TD SYNNEX Co. (NYSE:SNX – Free Report) by 45.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 308 shares of the business services provider’s stock after selling 253 shares during the period. LGT Financial Advisors LLC’s holdings […]

Blake Schutter Theil Wealth Advisors LLC acquired a new position in KeyCorp (NYSE:KEY – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 22,279 shares of the financial services provider’s stock, valued at approximately $373,000. Other institutional investors have […]

United Advisor Group LLC acquired a new position in shares of Ready Capital Co. (NYSE:RC – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 19,750 shares of the real estate investment trust’s stock, valued at approximately $151,000. Several other institutional investors […]

Advisor Resource Council bought a new position in shares of The Hartford Financial Services Group, Inc. (NYSE:HIG – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,794 shares of the insurance provider’s stock, valued at approximately $681,000. Several other institutional investors […]

Amalgamated Bank lessened its position in Baker Hughes (NASDAQ:BKR – Free Report) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 195,453 shares of the company’s stock after selling 6,585 shares during the period. Amalgamated Bank’s holdings in Baker Hughes […]

NorthRock Partners LLC acquired a new position in shares of Halliburton (NYSE:HAL – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 8,759 shares of the oilfield services company’s stock, valued at approximately $254,000. Other hedge funds and other institutional investors have […]

Ballast Advisors LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,798 shares of the electric vehicle producer’s stock after selling 90 shares during the period. Ballast […]

Spinnaker Trust lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 51,831 shares of the semiconductor company’s stock after selling 1,908 shares during the quarter. Spinnaker Trust’s […]

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 […]

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 […]

Spinnaker Trust lowered its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 5.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,491 shares of the retailer’s stock after selling 426 shares during the period. Spinnaker Trust’s holdings in […]

Beacon Financial Advisory LLC boosted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,368 shares of the company’s stock after purchasing an additional 157 shares during the quarter. Beacon Financial Advisory LLC’s holdings […]

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 […]

1834 Investment Advisors Co. lowered its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 10.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,477 shares of the retailer’s stock after selling 179 shares during the period. 1834 Investment Advisors Co.’s holdings in Costco […]

White Lighthouse Investment Management Inc. purchased a new position in Altria Group, Inc. (NYSE:MO – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,468 shares of the company’s stock, valued at approximately $483,000. A number of other institutional […]

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. […]

Harvest Portfolios Group Inc. lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 9.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 135,505 shares of the insurance provider’s stock after selling 14,872 shares during the period. Harvest Portfolios Group Inc.’s holdings in […]

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 […]

Focused Wealth Management Inc purchased a new stake in shares of The Boeing Company (NYSE:BA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 3,031 shares of the aircraft producer’s stock, valued at approximately $461,000. A number […]

Focused Wealth Management Inc bought a new stake in NBT Bancorp Inc. (NASDAQ:NBTB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,897 shares of the bank’s stock, valued at approximately $217,000. Several other hedge […]

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 […]

First Beijing Investment Ltd acquired a new stake in shares of Full Truck Alliance Co. Ltd. (NYSE:YMM – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 13,740,729 shares of the company’s stock, valued at approximately $123,804,000. Full Truck […]

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 […]

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 […]

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 […]

National Pension Service increased its stake in Sysco Co. (NYSE:SYY – Free Report) by 15.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,237,017 shares of the company’s stock after buying an additional 166,798 shares during the quarter. National Pension Service owned about […]

Harvest Portfolios Group Inc. raised its position in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,801 shares of the pipeline company’s stock after purchasing an additional 708 shares […]

United Advisor Group LLC raised its holdings in American Tower Co. (NYSE:AMT – Free Report) by 8.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,104 shares of the real estate investment trust’s stock after buying an additional 234 shares during the period. United […]