Janney Montgomery Scott LLC boosted its position in shares of Realty Income Co. (NYSE:O – Free Report) by 2.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 527,842 shares of the real estate investment trust’s stock after buying an additional 12,968 shares during the […]

Clear Creek Financial Management LLC bought a new position in shares of Realty Income Co. (NYSE:O – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,390 shares of the real estate investment trust’s stock, valued at approximately $215,000. A number of other institutional […]

CWA Asset Management Group LLC purchased a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 7,347 shares of the exchange traded fund’s stock, valued at approximately $614,000. A number […]

Cortland Associates Inc. MO trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 192,282 shares of the information services provider’s stock after selling 7,770 shares during the period. Alphabet comprises […]

Cortland Associates Inc. MO trimmed its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 22.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 355,776 shares of the business services provider’s stock after selling 103,364 shares during the period. Fiserv makes […]

Palisades Hudson Asset Management L.P. bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 3,405 shares of the company’s stock, valued at approximately $212,000. A number of other hedge funds and […]

TKG Advisors LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund bought 608 shares of the company’s stock, valued at approximately $351,000. Several other hedge funds and other institutional investors also recently added to […]

Citizens National Bank Trust Department grew its holdings in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) by 44.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,610 shares of the insurance provider’s stock after acquiring an additional […]

Ground Swell Capital LLC purchased a new stake in Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,610 shares of the real estate investment trust’s stock, valued at approximately $256,000. Several other hedge […]

BSW Wealth Partners purchased a new stake in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,170 shares of the company’s stock, valued at approximately $227,000. Several other […]

Ground Swell Capital LLC purchased a new stake in RLJ Lodging Trust (NYSE:RLJ – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 10,097 shares of the real estate investment trust’s stock, valued at approximately $93,000. Other hedge funds and other institutional investors […]

Janney Montgomery Scott LLC grew its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 212,011 shares of the industrial products company’s stock after purchasing an additional 3,003 shares during […]

Opes Wealth Management LLC acquired a new stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,000 shares of the company’s stock, valued at approximately $201,000. […]

Wetzel Investment Advisors Inc. decreased its stake in Raymond James (NYSE:RJF – Free Report) by 9.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,029 shares of the financial services provider’s stock after selling 500 shares during the […]