US Bancorp DE grew its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 0.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 251,902 shares of the business services provider’s stock after purchasing an additional 1,671 shares during the period. US Bancorp DE’s […]

Aspen Wealth Strategies LLC bought a new stake in Duke Energy Co. (NYSE:DUK – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,331 shares of the utilities provider’s stock, valued at approximately $615,000. Several other large investors have […]

SteelPeak Wealth LLC lifted its stake in Accenture plc (NYSE:ACN – Free Report) by 10.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,023 shares of the information technology services provider’s stock after purchasing an additional 95 shares during […]

Gladstone Institutional Advisory LLC grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 27.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,068 shares of the credit services provider’s stock after purchasing an additional 1,955 shares during the period. Gladstone Institutional Advisory […]

Interchange Capital Partners LLC cut its stake in iShares Global Healthcare ETF (NYSEARCA:IXJ – Free Report) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,005 shares of the company’s stock after selling 118 shares during the period. Interchange […]

Stephens Investment Management Group LLC trimmed its holdings in shares of AeroVironment, Inc. (NASDAQ:AVAV – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 386,838 shares of the aerospace company’s stock after selling 17,214 shares during the period. […]

Hartford Financial Management Inc. grew its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 28.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,987 shares of the company’s stock after acquiring an additional 3,970 […]

Aspen Wealth Strategies LLC acquired a new position in Morgan Stanley (NYSE:MS – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,662 shares of the financial services provider’s stock, valued at approximately $277,000. Several other institutional investors and hedge […]

Gladstone Institutional Advisory LLC trimmed its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,667 shares of the company’s stock after selling 11,555 shares during […]

Diversify Wealth Management LLC cut its position in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 29.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,364 shares of the pipeline company’s stock after selling 6,357 shares during the period. Diversify Wealth Management LLC’s […]

O ROURKE & COMPANY Inc acquired a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 497 shares of the credit services provider’s stock, valued at approximately $246,000. Several other institutional investors […]

Fairfield Financial Advisors LTD grew its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,284 shares of the medical research company’s stock after buying an additional 193 shares during the period. Amgen makes […]

Palumbo Wealth Management LLC trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,112 shares of the information technology services provider’s stock after selling 276 shares during the quarter. Accenture makes up approximately […]

E Fund Management Hong Kong Co. Ltd. acquired a new stake in shares of Oracle Co. (NYSE:ORCL – Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm acquired 356 shares of the enterprise software provider’s stock, valued at approximately $61,000. A number of other institutional investors have […]

Sippican Capital Advisors bought a new stake in shares of U.S. Bancorp (NYSE:USB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,857 shares of the financial services provider’s stock, valued at approximately $222,000. Several other institutional […]

Bellevue Asset Management LLC decreased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 32.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 238 shares of the credit services provider’s stock after selling 112 shares during the quarter. Bellevue Asset Management LLC’s holdings […]

E Fund Management Hong Kong Co. Ltd. purchased a new position in Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 195 shares of the biotechnology company’s stock, valued at approximately $78,000. Other institutional […]

Great Diamond Partners LLC acquired a new stake in Pfizer Inc. (NYSE:PFE – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 7,031 shares of the biopharmaceutical company’s stock, valued at approximately $203,000. Other large investors have also modified […]

Boyd Wealth Management LLC acquired a new position in shares of The Coca-Cola Company (NYSE:KO – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,803 shares of the company’s stock, valued at approximately $201,000. Several other […]

Burr Financial Services LLC purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 37,809 shares of the electric vehicle producer’s stock, valued at approximately $9,892,000. Tesla makes up about 7.0% […]

Catalyst Financial Partners LLC grew its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,308 shares of the enterprise software provider’s stock after acquiring an additional 437 shares […]

Congress Asset Management Co. purchased a new position in shares of Criteo S.A. (NASDAQ:CRTO – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,209,061 shares of the information services provider’s stock, valued at approximately $48,653,000. Congress Asset Management Co. owned approximately 2.13% of […]

Cordatus Wealth Management LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,964 shares of the electric vehicle producer’s stock after buying an additional 142 shares during the period. Cordatus Wealth […]

Fidelis Capital Partners LLC acquired a new position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 12,020 shares of the company’s stock, valued at approximately $444,000. […]

Golden State Equity Partners increased its holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 17.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 7,142 shares of the company’s stock after acquiring an additional 1,064 shares during the period. Golden State Equity Partners’ holdings […]

Highline Wealth Partners LLC acquired a new stake in Toyota Motor Co. (NYSE:TM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 152 shares of the company’s stock, valued at approximately $27,000. Other institutional investors also recently added to […]

Lodestar Private Asset Management LLC reduced its position in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 25.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 4,047 shares of the company’s stock after selling 1,397 shares during the period. Lodestar Private Asset Management LLC’s holdings […]

Mutual Advisors LLC grew its stake in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 115.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 184,699 shares of the company’s stock after purchasing an additional 98,894 shares during […]

Nicholas Hoffman & Company LLC. grew its position in Patterson Companies, Inc. (NASDAQ:PDCO – Free Report) by 55.3% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,593 shares of the company’s stock after buying an additional 7,688 shares during the period. Nicholas Hoffman & Company […]

Pathway Financial Advisers LLC bought a new stake in Accenture plc (NYSE:ACN – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,633 shares of the information technology services provider’s stock, valued at approximately $577,000. Several other hedge funds have […]

Valmark Advisers Inc. boosted its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 37.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,995 shares of the business services provider’s stock after acquiring an additional 820 shares during the quarter. Valmark Advisers Inc.’s holdings […]

Voisard Asset Management Group Inc. boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2,533.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 395 shares of the company’s stock after acquiring an additional […]