ORG Partners LLC increased its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,087 shares of the company’s stock after purchasing an additional 271 shares during the quarter. […]

Clayton Financial Group LLC grew its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 16.8% during the third quarter, HoldingsChannel.com reports. The firm owned 13,538 shares of the company’s stock after buying an additional 1,950 shares during the period. Clayton Financial Group LLC’s holdings in iShares Russell 2000 Value ETF were […]

Sound Income Strategies LLC lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 239.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 95 shares of the company’s stock after purchasing an additional 67 shares during the period. Sound […]

Redhawk Wealth Advisors Inc. bought a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 2,423 shares of the exchange traded fund’s stock, valued at approximately $535,000. A number of other institutional […]

Exchange Traded Concepts LLC cut its holdings in shares of Varonis Systems, Inc. (NASDAQ:VRNS – Free Report) by 20.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,533 shares of the technology company’s stock after selling 9,883 shares during the quarter. Exchange Traded Concepts […]

Empirical Asset Management LLC trimmed its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 12.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,266 shares of the biopharmaceutical company’s stock after selling 1,421 shares during the period. Empirical Asset Management LLC’s holdings […]

Fiduciary Alliance LLC increased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 15.5% in the third quarter, Holdings Channel reports. The firm owned 8,484 shares of the biopharmaceutical company’s stock after purchasing an additional 1,140 shares during the period. Fiduciary Alliance LLC’s holdings in Pfizer were worth $246,000 as of its most recent […]

Sound Income Strategies LLC raised its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 46.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,770 shares of the biopharmaceutical company’s stock after purchasing an additional 885 shares during the period. Sound Income Strategies LLC’s holdings in […]

Fiduciary Alliance LLC grew its position in shares of Celsius Holdings, Inc. (NASDAQ:CELH – Free Report) by 17.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 11,384 shares of the company’s stock after purchasing an additional 1,711 shares during the quarter. Fiduciary Alliance LLC’s […]

Carnegie Investment Counsel lowered its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 6.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 4,949 shares of the company’s stock after selling 328 shares during the quarter. Carnegie Investment Counsel’s holdings in iShares Russell Mid-Cap ETF were worth $436,000 as […]

NBC Securities Inc. cut its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,027 shares of the company’s stock after selling 1,017 shares during the period. NBC Securities […]

Procyon Advisors LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 27,647 shares of the company’s stock after selling 1,227 shares during the quarter. Procyon Advisors LLC’s holdings in AbbVie […]

Novare Capital Management LLC lifted its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 2.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 162,834 shares of the company’s stock after purchasing an additional 3,128 shares during the period. […]

Novare Capital Management LLC boosted its position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,728 shares of the company’s stock after buying an additional 3,865 […]

Armstrong Advisory Group Inc. decreased its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 28.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,041 shares of the software maker’s stock after selling 412 shares during the quarter. Armstrong Advisory Group Inc.’s […]

Compagnie Lombard Odier SCmA lessened its stake in Citigroup Inc. (NYSE:C – Free Report) by 39.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 3,540 shares of the company’s stock after selling 2,263 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Citigroup were worth $222,000 at the end of the most […]

Empirical Asset Management LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,699 shares of the healthcare conglomerate’s stock after buying an additional 87 shares during the quarter. UnitedHealth Group […]

Exchange Traded Concepts LLC trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 13.4% during the 3rd quarter, Holdings Channel reports. The fund owned 79,495 shares of the company’s stock after selling 12,298 shares during the period. Exchange Traded Concepts LLC’s holdings in JPMorgan Equity Premium Income ETF […]

Exchange Traded Concepts LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,332 shares of the healthcare conglomerate’s stock after selling 1,474 shares during the period. Exchange Traded Concepts LLC’s holdings […]

High Net Worth Advisory Group LLC boosted its position in shares of Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 22.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,168 shares of the company’s stock after acquiring an additional 763 shares during the […]

High Net Worth Advisory Group LLC lessened its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 2.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,620 shares of the software maker’s stock after selling 182 shares during the period. HubSpot […]

Koshinski Asset Management Inc. reduced its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,663 shares of the company’s stock after selling 847 shares […]

Constitution Capital LLC decreased its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 20.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,800 shares of the medical technology company’s stock after selling 700 shares during the period. Constitution Capital LLC’s holdings in […]

Martin Capital Advisors LLP lifted its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 1.6% in the third quarter, HoldingsChannel reports. The institutional investor owned 4,452 shares of the business services provider’s stock after purchasing an additional 70 shares during the period. Morningstar makes up approximately 1.0% of Martin Capital Advisors LLP’s […]

Novare Capital Management LLC grew its stake in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 6.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,955 shares of the company’s stock after acquiring an additional […]

Sound Income Strategies LLC increased its holdings in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 7,798.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,635 shares of the exchange traded fund’s stock after buying an additional 6,551 shares during the period. […]