Leuthold Group LLC reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,035 shares of the credit services provider’s stock after selling 1,205 shares during the quarter. Leuthold Group […]

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 […]

Hibernia Wealth Partners LLC cut its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 880 shares of the credit services provider’s stock after selling 26 shares during the […]

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 […]

Independent Investors Inc. bought a new stake in BlackRock, Inc. (NYSE:BLK – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 225 shares of the asset manager’s stock, valued at approximately $214,000. Several other hedge funds also recently added to or reduced their […]

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 […]

KP Management LLC lessened its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 50.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,000 shares of the company’s stock after selling 5,000 shares during the period. KP […]

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 […]

Concord Wealth Partners boosted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 5.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,294 shares of the industrial products company’s stock after purchasing an additional 520 shares during the period. Concord […]

Vivid Wealth Management LLC trimmed its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 33.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,130 shares of the credit services provider’s stock after selling 571 shares during the quarter. Vivid Wealth Management LLC’s holdings […]

Semanteon Capital Management LP boosted its position in OneSpaWorld Holdings Limited (NASDAQ:OSW – Free Report) by 66.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 65,080 shares of the company’s stock after purchasing an additional 26,084 shares during the quarter. […]

Greenspring Advisors LLC bought a new position in AbbVie Inc. (NYSE:ABBV – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 2,586 shares of the company’s stock, valued at approximately $511,000. Several other hedge funds and other institutional investors also recently added to […]

Peterson Wealth Advisors LLC raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,865 shares of the retailer’s stock after purchasing an additional 349 shares during the quarter. Peterson […]

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. […]

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 […]

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 […]

Smith Salley Wealth Management lifted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 2.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 109,274 shares of the credit-card processor’s stock after purchasing an additional 3,094 shares during the quarter. Visa accounts […]

Marqeta, Inc. (NASDAQ:MQ – Get Free Report) was the recipient of some unusual options trading activity on Monday. Stock traders acquired 3,243 call options on the stock. This represents an increase of approximately 238% compared to the average volume of 959 call options. Institutional Trading of Marqeta A number of hedge funds and other institutional […]

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 […]

Gemmer Asset Management LLC lowered its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 9.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,573 shares of the company’s stock after selling 4,890 shares during the period. […]

Gemmer Asset Management LLC cut its stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 5.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,775 shares of the company’s stock after selling 107 shares during the quarter. Gemmer Asset Management LLC’s […]

Capital Advisors Ltd. LLC grew its position in shares of Cintas Co. (NASDAQ:CTAS – Free Report) by 321.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 160 shares of the business services provider’s stock after buying an additional 122 shares during […]

Financial Management Professionals Inc. bought a new position in Mr. Cooper Group Inc. (NASDAQ:COOP – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 329 shares of the company’s stock, valued at approximately $30,000. Other institutional investors and hedge funds have also […]

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 […]

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 […]

Capital Advisors Ltd. LLC lowered its position in Mastercard Incorporated (NYSE:MA – Free Report) by 14.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,336 shares of the credit services provider’s stock after selling 381 shares during the quarter. […]

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 […]

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 […]

Fortune Financial Advisors LLC cut its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 18.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,224 shares of the credit services provider’s stock after selling 1,438 shares during the […]

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 […]

Goldstein Advisors LLC trimmed its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,733 shares of the business services provider’s stock after selling 160 shares during the period. […]

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 […]

Lynch Asset Management Inc. cut its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 13.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,100 shares of the credit services provider’s stock after selling 2,000 shares during the quarter. Lynch Asset Management Inc.’s […]

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 […]

Modera Wealth Management LLC lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 193,858 shares of the retailer’s stock after buying an additional 644 shares during the period. Modera […]

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 […]

Modera Wealth Management LLC trimmed its holdings in shares of Dover Co. (NYSE:DOV – Free Report) by 0.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 94,064 shares of the industrial products company’s stock after selling 97 shares during the period. Modera Wealth Management LLC owned approximately […]

New World Advisors LLC boosted its holdings in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 37.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,825 shares of the software maker’s stock after purchasing an additional 1,587 shares during the quarter. New World […]

Osborne Partners Capital Management LLC raised its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 150,879 shares of the retailer’s stock after purchasing an additional 375 shares during the […]

Outlook Wealth Advisors LLC boosted its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 456 shares of the semiconductor company’s stock after buying an additional 28 shares […]

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. […]

Pathway Financial Advisers LLC grew its position in C3.ai, Inc. (NYSE:AI – Free Report) by 2,501.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,844 shares of the company’s stock after purchasing an additional 8,504 shares during the quarter. Pathway Financial […]

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 […]

TCV Trust & Wealth Management Inc. reduced its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,928 shares of the retailer’s stock after selling 620 shares during the period. […]

First Bank & Trust increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,263 shares of the healthcare conglomerate’s stock after purchasing an additional 106 […]

J.W. Cole Advisors Inc. lessened its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,810 shares of the company’s stock after selling 289 shares during the […]

Essex Financial Services Inc. raised its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,595 shares of the company’s stock after buying an additional 2,433 shares during the […]

Pullen Investment Management LLC boosted its position in Virtu Financial, Inc. (NASDAQ:VIRT – Free Report) by 8.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,628 shares of the financial services provider’s stock after buying an additional 5,936 shares […]