Nicholson Wealth Management Group LLC purchased a new stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 4,620 shares of the real estate investment trust’s stock, valued at approximately $583,000. A number of other large […]

Spirit of America Management Corp NY acquired a new position in Talen Energy Corporation (NASDAQ:TLN – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 1,200 shares of the utilities provider’s stock, valued at approximately $214,000. Other institutional investors and hedge funds have also recently added to or reduced their stakes […]

Nicholson Wealth Management Group LLC purchased a new stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 6,823 shares of the company’s stock, valued at approximately $1,623,000. L3Harris Technologies comprises approximately 1.3% of Nicholson […]

Mount Yale Investment Advisors LLC acquired a new position in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 36,207 shares of the specialty chemicals company’s stock, valued at approximately $4,796,000. A number of other institutional […]

Values First Advisors Inc. acquired a new position in shares of Graco Inc. (NYSE:GGG – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 23,610 shares of the industrial products company’s stock, valued at approximately $2,066,000. Graco accounts for about 1.1% of […]

Moody Lynn & Lieberson LLC purchased a new stake in NRG Energy, Inc. (NYSE:NRG – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 33,405 shares of the utilities provider’s stock, valued at approximately $3,043,000. Several other large investors have also modified […]

Hahn Capital Management LLC acquired a new stake in shares of Amentum Holdings, Inc. (NYSE:AMTM – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 52,286 shares of the company’s stock, valued at approximately $1,686,000. Amentum comprises 1.1% of […]

Investment Research & Advisory Group Inc. purchased a new stake in shares of Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,848 shares of the company’s stock, valued at approximately $93,000. Other hedge funds have […]

Mount Yale Investment Advisors LLC trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.9% 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 23,786 shares of the utilities provider’s stock after selling 471 […]

Mainstay Capital Management LLC ADV bought a new position in shares of Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 13,824 shares of the company’s stock, valued at approximately $303,000. Other institutional investors also recently […]

Bogart Wealth LLC trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 6.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,175 shares of the industrial products company’s stock after selling 2,678 shares during […]

Beese Fulmer Investment Management Inc. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,139 shares of the Internet television network’s stock after purchasing an additional 413 shares during the […]

Great Lakes Retirement Inc. grew its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 12.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,247 shares of the industrial products company’s stock after acquiring an additional 690 shares during the […]

Mowery & Schoenfeld Wealth Management LLC bought a new stake in Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,000 shares of the company’s stock, valued at approximately $88,000. A number […]

Mowery & Schoenfeld Wealth Management LLC decreased its holdings in shares of DTE Energy (NYSE:DTE – Free Report) by 30.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 344 shares of the utilities provider’s stock after selling 150 shares during the […]

Taylor Frigon Capital Management LLC lessened its position in Boot Barn Holdings, Inc. (NYSE:BOOT – Free Report) by 36.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,777 shares of the company’s stock after selling 12,349 shares during the period. Boot Barn makes up […]

Jackson Wealth Management LLC acquired a new position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,327 shares of the asset manager’s stock, valued at approximately $304,000. A number of other large investors […]

Axecap Investments LLC bought a new position in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 5,769 shares of the oil and natural gas company’s stock, valued at approximately $995,000. […]

Beese Fulmer Investment Management Inc. cut its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 5.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,600 shares of the company’s stock after selling 207 shares during the quarter. Beese Fulmer […]

Boyd Watterson Asset Management LLC OH bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,308 shares of the technology company’s stock, valued at approximately $392,000. A number […]

Great Lakes Retirement Inc. grew its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 1,327.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,423 shares of the insurance provider’s stock after purchasing an additional 5,043 shares during […]

Great Lakes Retirement Inc. raised its holdings in Jacobs Solutions Inc. (NYSE:J – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,942 shares of the company’s stock after purchasing an additional 642 shares during the quarter. Great Lakes […]

MFA Wealth Advisors LLC purchased a new stake in Eversource Energy (NYSE:ES – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 706 shares of the utilities provider’s stock, valued at approximately $48,000. A number of other institutional investors and hedge funds have also made changes […]

Monte Financial Group LLC bought a new position in GE Vernova Inc. (NYSE:GEV – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 926 shares of the company’s stock, valued at approximately $236,000. A number of other institutional investors and […]