Clear Creek Financial Management LLC boosted its position in Zscaler, Inc. (NASDAQ:ZS – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,152 shares of the company’s stock after acquiring an additional 98 shares during the period. Clear Creek Financial Management LLC’s holdings in […]

Sentry Investment Management LLC grew its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 11.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,360 shares of the software maker’s stock after buying an additional 141 shares during the quarter. Sentry Investment […]

Moloney Securities Asset Management LLC decreased its position in shares of Block, Inc. (NYSE:SQ – Free Report) by 0.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,816 shares of the technology company’s stock after selling 489 shares during the period. […]

Belvedere Trading LLC bought a new position in shares of Enfusion, Inc. (NYSE:ENFN – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 12,041 shares of the company’s stock, valued at approximately $114,000. A number of other institutional investors […]

Northeast Investment Management purchased a new position in shares of Newmont Co. (NYSE:NEM – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 4,000 shares of the basic materials company’s stock, valued at approximately $214,000. Several other hedge funds and other […]

Catalyst Capital Advisors LLC lessened its stake in Cencora, Inc. (NYSE:COR – Free Report) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,411 shares of the company’s stock after selling 1,164 shares during the period. Catalyst Capital Advisors […]

Greenwood Capital Associates LLC boosted its stake in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 9.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 153,940 shares of the company’s stock after purchasing an additional 13,323 shares during the period. Greenwood Capital Associates LLC’s holdings in […]

Forum Financial Management LP trimmed its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,300 shares of the financial services provider’s stock after selling 148 shares during the quarter. Forum […]

Kanawha Capital Management LLC acquired a new stake in Masco Co. (NYSE:MAS – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 2,675 shares of the construction company’s stock, valued at approximately $225,000. Other hedge funds and other institutional investors have also recently […]

Impax Asset Management Group plc cut its holdings in A. O. Smith Co. (NYSE:AOS – Free Report) by 3.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,133,600 shares of the industrial products company’s stock after selling 115,611 shares during the quarter. Impax […]

TKG Advisors LLC increased its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 58.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 917 shares of the software company’s stock after acquiring an additional 339 shares during the quarter. TKG Advisors […]

Ground Swell Capital LLC purchased a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 701 shares of the credit services provider’s stock, valued at approximately $346,000. Several other institutional investors have also […]

Kanawha Capital Management LLC reduced its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 35.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 123,165 shares of the chip maker’s stock after selling 66,427 shares during the period. Kanawha Capital […]

Kanawha Capital Management LLC boosted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,044 shares of the retailer’s stock after purchasing an additional 345 shares during the period. Kanawha Capital Management LLC’s holdings […]

Blue Square Asset Management LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,112 shares of the company’s stock after acquiring an additional 135 shares during […]

Donaldson Capital Management LLC lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 2.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 17,088 shares of the retailer’s stock after selling 502 shares during the period. Donaldson Capital Management LLC’s holdings in Walmart […]

Robeco Institutional Asset Management B.V. lifted its position in American Express (NYSE:AXP) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 547,051 shares of the payment services company’s stock after purchasing an additional 10,749 shares during the quarter. Robeco Institutional […]

Garrison Asset Management LLC boosted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 742 shares of the retailer’s stock after purchasing an additional 16 shares during the period. Garrison Asset Management […]

Silicon Valley Capital Partners increased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 43.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,992 shares of the retailer’s stock after buying an additional 602 shares during the period. Silicon Valley Capital Partners’ […]

Pure Financial Advisors LLC reduced its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,918 shares of the home improvement retailer’s stock after selling 221 […]

Palisades Hudson Asset Management L.P. reduced its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 29.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 810 shares of the communications equipment provider’s stock after selling 345 shares during the […]

BSW Wealth Partners boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 29.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,847 shares of the financial services provider’s stock after buying an additional 1,344 shares during […]

Kanawha Capital Management LLC boosted its stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 71,618 shares of the basic materials company’s stock after purchasing an additional 197 shares during […]

CORDA Investment Management LLC. trimmed its position in RTX Co. (NYSE:RTX – Free Report) by 2.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,440 shares of the company’s stock after selling 285 shares during the quarter. CORDA Investment Management LLC.’s holdings in […]

Wetzel Investment Advisors Inc. reduced its stake in FT Vest U.S. Equity Deep Buffer ETF – May (BATS:DMAY – Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,648 shares of the company’s stock after selling 565 […]

KG&L Capital Management LLC raised its position in shares of Fair Isaac Co. (NYSE:FICO – Free Report) by 44.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 250 shares of the technology company’s stock after buying an additional 77 shares during the […]

WFA Asset Management Corp boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,096 shares of the exchange traded fund’s stock after purchasing an additional 537 shares during the quarter. Invesco QQQ comprises […]

Harbor Capital Advisors Inc. grew its stake in Adient plc (NYSE:ADNT – Free Report) by 147.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 205,858 shares of the company’s stock after purchasing an additional 122,565 shares during the period. Harbor […]

Asset Management One Co. Ltd. grew its position in shares of 3M (NYSE:MMM – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 351,828 shares of the conglomerate’s stock after buying an additional 9,901 shares during the […]

Clear Creek Financial Management LLC reduced its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,574 shares of the asset manager’s stock after selling 89 shares during […]

Conning Inc. boosted its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 127.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 223 shares of the company’s stock after acquiring an additional 125 shares during the quarter. Conning Inc.’s holdings in […]

Vestor Capital LLC grew its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 16.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,384 shares of the retailer’s stock after acquiring an additional 198 shares during the […]

Vestor Capital LLC decreased its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 99.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 528 shares of the company’s stock after selling 58,372 shares during the quarter. Vestor Capital LLC’s holdings […]

HS Management Partners LLC decreased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 10.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 649,540 shares of the footwear maker’s stock after selling 75,835 shares during the period. NIKE accounts for […]

Clear Creek Financial Management LLC raised its position in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 27.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 58,425 shares of the exchange traded fund’s stock after buying an additional 12,548 shares […]

Kanawha Capital Management LLC decreased its position in MetLife, Inc. (NYSE:MET – Free Report) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 59,202 shares of the financial services provider’s stock after selling 1,160 shares during the quarter. Kanawha Capital Management LLC’s […]

Kanawha Capital Management LLC reduced its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 0.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,652 shares of the company’s stock after selling 355 shares during the quarter. Kanawha Capital Management LLC’s holdings […]

Vestor Capital LLC cut its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,984 shares of the company’s stock after selling 158 shares during the quarter. Vestor Capital LLC’s holdings […]

Princeton Global Asset Management LLC boosted its holdings in shares of DT Midstream, Inc. (NYSE:DTM – Free Report) by 8.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,525 shares of the company’s stock after purchasing an additional 200 […]

Robeco Institutional Asset Management B.V. lifted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 7.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,581,006 shares of the company’s stock after purchasing an additional 104,323 shares during the quarter. […]

Robeco Institutional Asset Management B.V. trimmed its position in Chubb Limited (NYSE:CB – Free Report) by 25.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 627,295 shares of the financial services provider’s stock after selling 217,056 shares during the quarter. Robeco Institutional Asset […]