Granite Harbor Advisors Inc. acquired a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 7,236 shares of the biopharmaceutical company’s stock, valued at approximately $209,000. Other hedge funds and […]

Ritholtz Wealth Management raised its holdings in AutoNation, Inc. (NYSE:AN – Free Report) by 1.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,184 shares of the company’s stock after acquiring an additional 179 shares during the quarter. Ritholtz Wealth Management’s holdings in AutoNation […]

Inspire Investing LLC decreased its holdings in shares of Albemarle Co. (NYSE:ALB – Free Report) by 19.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,894 shares of the specialty chemicals company’s stock after selling 3,153 shares during the quarter. Inspire Investing […]

Boston Mountain Money Management Inc. acquired a new position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 773 shares of the company’s stock, valued at approximately $204,000. Several other […]

Orca Investment Management LLC grew its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 6.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,344 shares of the coffee company’s stock after purchasing an additional 451 shares during the quarter. Orca […]

Ritholtz Wealth Management raised its holdings in Brookfield Co. (NYSE:BN – Free Report) by 85.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,848 shares of the company’s stock after purchasing an additional 17,439 shares during the period. Ritholtz […]

Gilman Hill Asset Management LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 7,187 shares of the financial services provider’s stock after selling 409 shares during the quarter. Gilman Hill Asset Management LLC’s […]

Sivia Capital Partners LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 580 shares of the specialty chemicals company’s stock, valued at approximately $221,000. Several other institutional investors and […]

FOCUS Wealth Advisors LLC lessened its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 8,208 shares of the CRM provider’s stock after selling 64 shares during the period. Salesforce accounts for about 1.1% of FOCUS […]

Webster Bank N. A. cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the third quarter, HoldingsChannel.com reports. The fund owned 25,475 shares of the information services provider’s stock after selling 476 shares during the period. Webster Bank N. A.’s holdings in Alphabet were worth $4,259,000 at the end […]

Ameliora Wealth Management Ltd. cut its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,614 shares of the company’s stock after selling 216 shares during the period. Ameliora Wealth Management Ltd.’s holdings in PepsiCo were […]

Willner & Heller LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,326 shares of the company’s stock after buying an additional 71 shares during the quarter. […]

Compton Wealth Advisory Group LLC increased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,024 shares of the company’s stock after buying an additional 100 shares […]

Birch Hill Investment Advisors LLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,454 shares of the electric vehicle producer’s stock after buying an additional 83 […]

Birch Hill Investment Advisors LLC lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 26,542 shares of the biopharmaceutical company’s stock after selling 1,500 shares during the quarter. Birch Hill Investment Advisors […]

Sound Income Strategies LLC grew its holdings in Citigroup Inc. (NYSE:C – Free Report) by 6.0% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 323,353 shares of the company’s stock after purchasing an additional 18,200 shares during the quarter. Citigroup makes up 1.3% of Sound Income Strategies LLC’s investment portfolio, making the stock its […]

Avondale Wealth Management reduced its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 2,770 shares of the electric vehicle producer’s stock after selling 450 shares during the period. Tesla makes up 0.5% of Avondale […]

Birch Hill Investment Advisors LLC decreased its stake in Mobileye Global Inc. (NASDAQ:MBLY – Free Report) by 48.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 588,753 shares of the company’s stock after selling 551,642 shares during the quarter. Birch Hill Investment […]

Cardinal Capital Management Inc. trimmed its stake in shares of Brookfield Co. (NYSE:BN – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,322,064 shares of the company’s stock after selling 30,030 shares during the period. Brookfield accounts for 5.1% of Cardinal Capital […]

Silverlake Wealth Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,201 shares of the financial services provider’s stock after selling 337 shares during the quarter. Silverlake Wealth […]

MorganRosel Wealth Management LLC trimmed its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 3.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,616 shares of the semiconductor company’s stock after selling 50 shares during the quarter. MorganRosel Wealth Management LLC’s holdings in […]

MorganRosel Wealth Management LLC acquired a new stake in Victory Capital Holdings, Inc. (NASDAQ:VCTR – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 24,079 shares of the company’s stock, valued at approximately $1,334,000. A number of other large investors have also bought and sold shares […]

Octavia Wealth Advisors LLC lifted its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 5.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 98,738 shares of the company’s stock after buying an additional 5,165 shares during the quarter. Altria Group comprises about 0.6% of Octavia Wealth Advisors LLC’s investment […]

Inspire Investing LLC lessened its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 23.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 34,233 shares of the business services provider’s stock after selling 10,205 shares during the quarter. Inspire Investing LLC’s holdings in Paychex were […]

RFG Holdings Inc. raised its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 15.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,338 shares of the CRM provider’s stock after purchasing an additional 310 shares during the quarter. RFG Holdings […]

Sawyer & Company Inc bought a new position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 141 shares of the exchange traded fund’s stock, valued at approximately $53,000. Several other large investors have also […]

Shaker Investments LLC OH purchased a new position in shares of ExlService Holdings, Inc. (NASDAQ:EXLS – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 15,289 shares of the business services provider’s stock, valued at approximately $583,000. A number of other large […]

Shikiar Asset Management Inc. cut its holdings in shares of Coty Inc. (NYSE:COTY – Free Report) by 8.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 281,700 shares of the company’s stock after selling 25,200 shares during the period. Shikiar […]

Shikiar Asset Management Inc. lessened its position in shares of Aramark (NYSE:ARMK – Free Report) by 23.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 234,185 shares of the company’s stock after selling 72,030 shares during the quarter. Aramark makes up about 2.4% […]

Sound Income Strategies LLC boosted its position in Berry Global Group, Inc. (NYSE:BERY – Free Report) by 8.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 64,292 shares of the industrial products company’s stock after buying an additional 5,174 shares during the quarter. […]