Richardson Financial Services Inc. grew its stake in shares of Equity Residential (NYSE:EQR – Free Report) by 100.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,300 shares of the real estate investment trust’s stock after acquiring an additional 650 […]

BKM Wealth Management LLC reduced its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 69.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,463 shares of the oil and gas company’s stock after selling 10,300 shares during the quarter. […]

Dakota Wealth Management increased its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 122,496 shares of the insurance provider’s stock after purchasing an additional 11,321 shares during […]

First Bank & Trust reduced its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 26.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,884 shares of the real estate investment trust’s stock after selling 1,016 […]

Legacy Wealth Asset Management LLC lessened its position in shares of ING Groep (NYSE:ING – Free Report) by 20.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,803 shares of the financial services provider’s stock after selling 10,694 shares during the period. Legacy […]

Mount Yale Investment Advisors LLC raised its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 27.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,633 shares of the enterprise software provider’s stock after purchasing an additional […]

Trueblood Wealth Management LLC increased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 42.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,401 shares of the company’s stock after acquiring an additional 4,918 shares during […]

apricus wealth LLC raised its holdings in The Southern Company (NYSE:SO – Free Report) by 2.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,290 shares of the utilities provider’s stock after buying an additional 685 shares during the period. Southern comprises approximately 1.9% […]