Baker Tilly Wealth Management LLC reduced its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 34.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 603 shares of the information technology services provider’s stock after selling 321 shares during the quarter. Baker […]

IVC Wealth Advisors LLC decreased its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 11.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 522 shares of the investment management company’s stock after selling 70 shares during […]

Baker Tilly Wealth Management LLC cut its holdings in shares of The Cigna Group (NYSE:CI – Free Report) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,484 shares of the health services provider’s stock after selling 196 shares during […]

Investment Partners Asset Management Inc. acquired a new stake in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,803 shares of the company’s stock, valued at approximately $206,000. Several other institutional investors […]

Hibernia Wealth Partners LLC acquired a new stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 9,423 shares of the company’s stock, valued at approximately $558,000. A number of other large investors […]

Morton Brown Family Wealth LLC boosted its position in International Business Machines Co. (NYSE:IBM – Free Report) by 57.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 336 shares of the technology company’s stock after purchasing an additional 123 […]

Welch Group LLC raised its position in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 404,557 shares of the business services provider’s stock after buying an additional 3,406 shares during […]

Concord Wealth Partners boosted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 0.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,271 shares of the company’s stock after buying an additional 237 […]

TCP Asset Management LLC lifted its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 12.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 26,628 shares of the company’s stock after purchasing an additional 2,995 shares during the quarter. TCP Asset […]

Gemmer Asset Management LLC boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 65.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,695 shares of the company’s stock after acquiring an additional 3,448 shares during the quarter. […]

Salomon & Ludwin LLC cut its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,262 shares of the company’s stock after selling 61 shares during the quarter. Salomon & […]

Salomon & Ludwin LLC lessened its position in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 36.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,217 shares of the company’s stock after selling 2,416 shares during the quarter. Salomon & Ludwin […]

Financial Management Professionals Inc. acquired a new position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 113 shares of the company’s stock, valued at approximately $28,000. Other institutional investors have also recently […]

Clear Harbor Asset Management LLC increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 27.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,790 shares of the company’s stock after acquiring an additional […]

Welch Group LLC acquired a new stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 592 shares of the software company’s stock, valued at approximately $307,000. Other institutional investors also recently modified their […]

Forbes J M & Co. LLP raised its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 4.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,321 shares of the business services provider’s stock after buying an additional 225 shares during […]

Leuthold Group LLC raised its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 3.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,198 shares of the Wireless communications provider’s stock after buying an additional 1,613 shares during the […]

Forbes J M & Co. LLP trimmed its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 0.8% 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 66,659 shares of the technology company’s stock after […]

Klein Pavlis & Peasley Financial Inc. grew its holdings in HP Inc. (NYSE:HPQ – Free Report) by 2.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,150 shares of the computer maker’s stock after purchasing an additional 2,108 shares during the quarter. […]

Family Investment Center Inc. trimmed its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 1.6% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 37,681 shares of the company’s stock after selling 628 shares during the quarter. Vanguard Total International Stock ETF comprises […]

Forbes J M & Co. LLP lifted its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 32.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,158 shares of the enterprise software provider’s stock after purchasing an additional 532 shares during the […]

Forbes J M & Co. LLP lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,636 shares of the specialty retailer’s stock after purchasing an additional 57 shares during the […]

Kercheville Advisors LLC decreased its holdings in shares of Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 82.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,778 shares of the casino operator’s stock after selling 22,599 shares during the […]

Financial Management Professionals Inc. lowered its holdings in Chart Industries, Inc. (NYSE:GTLS – Free Report) by 31.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 464 shares of the industrial products company’s stock after selling 216 shares during the […]

Family Investment Center Inc. trimmed its holdings in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 26.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,549 shares of the company’s stock after selling 1,994 shares […]

J.W. Cole Advisors Inc. boosted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 10.9% 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 14,246 shares of the aerospace company’s stock after acquiring an additional […]

First Financial Bankshares Inc boosted its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 11.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 313,961 shares of the fast-food giant’s stock after acquiring an additional 32,890 shares during […]

Covenant Partners LLC lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,313 shares of the company’s stock after acquiring an additional 135 shares during the period. AbbVie accounts […]

Manchester Financial Inc. lessened its stake in Linde plc (NASDAQ:LIN – Free Report) by 3.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 5,861 shares of the basic materials company’s stock after selling 202 shares during the quarter. Linde accounts for approximately 0.6% of Manchester Financial Inc.’s […]

Forsta AP Fonden increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 452,762 shares of the company’s stock after purchasing an additional 40,000 shares during the quarter. AbbVie makes up 0.7% […]

Allworth Financial LP increased its holdings in Accenture plc (NYSE:ACN – Free Report) by 15.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,823 shares of the information technology services provider’s stock after acquiring an additional 1,587 shares during the quarter. Allworth Financial […]

Allworth Financial LP reduced its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 0.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,631 shares of the semiconductor company’s stock after selling 39 shares during the quarter. Allworth Financial […]

Arkadios Wealth Advisors increased its position in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 5.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,921 shares of the company’s stock after buying an additional 571 shares during the period. Arkadios Wealth Advisors’ holdings in […]

Capital Advisors Ltd. LLC increased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 8.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,898 shares of the company’s stock after acquiring an additional 394 shares […]

Mattern Capital Management LLC decreased its position in Chubb Limited (NYSE:CB – Free Report) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,455 shares of the financial services provider’s stock after selling 383 shares during the quarter. Chubb accounts […]

Paradigm Strategies in Wealth Management LLC decreased its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 32.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 376,348 shares of the company’s stock after selling 178,057 shares during the quarter. […]

Richardson Financial Services Inc. grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 38.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 6,028 shares of the company’s stock after acquiring an additional 1,674 shares during the period. Vanguard Small-Cap ETF accounts for approximately 0.8% […]

Covenant Partners LLC bought a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 713 shares of the company’s stock, valued at approximately $274,000. Other hedge funds and other institutional investors have […]

Ellis Investment Partners LLC trimmed its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,269 shares of the medical research company’s stock after selling 215 shares during the quarter. Ellis […]

First Bank & Trust grew its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 5.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,369 shares of the Wireless communications provider’s stock after purchasing an additional 123 shares during the period. First Bank […]

GHP Investment Advisors Inc. grew its position in shares of TriNet Group, Inc. (NYSE:TNET – Free Report) by 5.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 45,543 shares of the business services provider’s stock after purchasing an additional 2,152 shares during the period. […]

GHP Investment Advisors Inc. grew its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,914 shares of the medical research company’s stock after purchasing an additional 1,005 shares during the quarter. GHP […]

Financial Management Professionals Inc. cut its holdings in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 2.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 202,584 shares of the company’s stock after selling 4,659 shares during the quarter. JPMorgan Income ETF […]

Mattern Capital Management LLC decreased its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,585 shares of the medical research company’s stock after selling 296 shares during the quarter. Amgen makes up 1.4% of […]

Forsta AP Fonden raised its position in McDonald’s Co. (NYSE:MCD – Free Report) by 8.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 202,100 shares of the fast-food giant’s stock after purchasing an additional 15,500 shares during the quarter. Forsta […]

Modera Wealth Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 315,793 shares of the company’s stock after selling 1,477 shares during the […]

Mayfair Advisory Group LLC increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 30.7% 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 10,279 shares of the biopharmaceutical company’s stock after acquiring an additional 2,414 […]

Kavar Capital Partners Group LLC boosted its position in shares of RTX Co. (NYSE:RTX – Free Report) by 4.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,219 shares of the company’s stock after purchasing an additional 93 shares […]

Shayne & Jacobs LLC increased its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,812 shares of the company’s stock after purchasing an additional 121 shares during the period. […]

Richardson Financial Services Inc. increased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 100.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 628 shares of the exchange traded fund’s stock after acquiring an additional 314 shares during […]