Principal Financial Group Inc. boosted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 1.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,047,174 shares of the specialty chemicals company’s stock after buying an additional 10,709 shares during the period. Principal […]

Leeward Investments LLC MA raised its position in QuidelOrtho Co. (NASDAQ:QDEL – Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 229,847 shares of the company’s stock after buying an additional 33,588 shares during the period. Leeward Investments […]

Perkins Capital Management Inc. lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 17.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,558 shares of the company’s stock after selling 1,425 shares during the period. AbbVie makes […]

Leeward Investments LLC MA reduced its position in shares of Envista Holdings Co. (NYSE:NVST – Free Report) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 583,075 shares of the company’s stock after selling 57,514 shares during the quarter. Leeward Investments LLC […]

Principal Financial Group Inc. cut its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 12.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,126,494 shares of the cable giant’s stock after selling 1,107,831 shares during the period. Principal Financial Group Inc. […]

Woodmont Investment Counsel LLC boosted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 71,605 shares of the retailer’s stock after purchasing an additional 699 shares during the quarter. Woodmont Investment Counsel […]

BNC Wealth Management LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,103 shares of the electric vehicle producer’s stock after acquiring an additional 464 shares during the quarter. […]

Keudell Morrison Wealth Management grew its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,703 shares of the biopharmaceutical company’s stock after purchasing an additional 1,458 shares during the quarter. Keudell Morrison Wealth […]

Blake Schutter Theil Wealth Advisors LLC purchased a new position in Truist Financial Co. (NYSE:TFC – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 7,017 shares of the insurance provider’s stock, valued at approximately $300,000. A number of […]

Moloney Securities Asset Management LLC lifted its stake in Cummins Inc. (NYSE:CMI – Free Report) by 5.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,638 shares of the company’s stock after acquiring an additional 78 shares during the period. Moloney Securities Asset Management LLC’s […]

Amalgamated Bank lessened its position in Baker Hughes (NASDAQ:BKR – Free Report) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 195,453 shares of the company’s stock after selling 6,585 shares during the period. Amalgamated Bank’s holdings in Baker Hughes […]

Dechtman Wealth Management LLC grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,370 shares of the company’s stock after purchasing an additional 389 shares during the period. AbbVie makes […]

Ballast Advisors LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,798 shares of the electric vehicle producer’s stock after selling 90 shares during the period. Ballast […]

Spinnaker Trust lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 51,831 shares of the semiconductor company’s stock after selling 1,908 shares during the quarter. Spinnaker Trust’s […]

Benchmark Financial Wealth Advisors LLC increased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 3.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,588 shares of the company’s stock after purchasing an additional 192 shares during the period. Benchmark Financial Wealth Advisors […]

Invictus Private Wealth LLC reduced its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,773 shares of the company’s stock after selling 650 shares during the period. Invictus Private Wealth LLC’s holdings […]

Beacon Financial Advisory LLC boosted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,368 shares of the company’s stock after purchasing an additional 157 shares during the quarter. Beacon Financial Advisory LLC’s holdings […]

One Plus One Wealth Management LLC reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 11.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,494 shares of the company’s stock after selling 187 shares during the period. One Plus One Wealth […]

Focused Wealth Management Inc bought a new stake in NBT Bancorp Inc. (NASDAQ:NBTB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,897 shares of the bank’s stock, valued at approximately $217,000. Several other hedge […]

White Lighthouse Investment Management Inc. purchased a new position in Altria Group, Inc. (NYSE:MO – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,468 shares of the company’s stock, valued at approximately $483,000. A number of other institutional […]

Balentine LLC boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 87.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,842 shares of the company’s stock after buying an additional 5,056 shares during the quarter. Balentine LLC’s holdings in AbbVie were […]

Benchmark Financial Wealth Advisors LLC grew its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,550 shares of the biopharmaceutical company’s stock after purchasing an additional 933 shares during the quarter. Benchmark […]

Callahan Advisors LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,013 shares of the electric vehicle producer’s stock after selling 120 shares during the period. Callahan Advisors […]

Catalina Capital Group LLC raised its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,691 shares of the industrial products company’s stock after buying an additional 246 […]

Marks Group Wealth Management Inc cut its stake in Fastenal (NASDAQ:FAST – Free Report) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,700 shares of the company’s stock after selling 235 shares during the period. Marks Group Wealth Management Inc’s holdings in Fastenal […]

Harvest Portfolios Group Inc. trimmed its stake in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 1.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 414,248 shares of the bank’s stock after selling 6,090 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in […]

Harvest Portfolios Group Inc. lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 9.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 135,505 shares of the insurance provider’s stock after selling 14,872 shares during the period. Harvest Portfolios Group Inc.’s holdings in […]

NorthRock Partners LLC trimmed its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 13.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,562 shares of the basic materials company’s stock after selling 251 shares during the quarter. NorthRock Partners LLC’s holdings […]

Northstar Asset Management Inc. lessened its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 0.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,343 shares of the industrial products company’s stock after selling 309 shares during […]

Harvest Portfolios Group Inc. raised its position in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,801 shares of the pipeline company’s stock after purchasing an additional 708 shares […]