Iridian Asset Management LLC CT purchased a new stake in Altus Power, Inc. (NYSE:AMPS – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 12,653 shares of the company’s stock, valued at approximately $40,000. A number of other institutional […]

Hudson Valley Investment Advisors Inc. ADV lowered its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,960 shares of the financial services provider’s stock after selling 699 shares during the period. Hudson Valley […]

Trajan Wealth LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,319 shares of the retailer’s stock after acquiring an additional 3,276 shares during […]

Highline Wealth Partners LLC acquired a new stake in Toyota Motor Co. (NYSE:TM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 152 shares of the company’s stock, valued at approximately $27,000. Other institutional investors also recently added to […]

Trajan Wealth LLC reduced its stake in shares of The Scotts Miracle-Gro Company (NYSE:SMG – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,994 shares of the basic materials company’s stock after selling 121 shares during […]

Hudson Valley Investment Advisors Inc. ADV trimmed its stake in Baker Hughes (NASDAQ:BKR – Free Report) by 8.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 148,674 shares of the company’s stock after selling 14,320 shares during the period. Hudson […]

Pinnacle Associates Ltd. lifted its stake in shares of Intra-Cellular Therapies, Inc. (NASDAQ:ITCI – Free Report) by 3.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 176,124 shares of the biopharmaceutical company’s stock after purchasing an additional 5,055 shares during the quarter. Pinnacle Associates […]

Highview Capital Management LLC DE raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,133 shares of the company’s stock after purchasing an additional 217 shares during […]

Evermay Wealth Management LLC lessened its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 5.5% 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 5,976 shares of the company’s stock after selling 350 shares during the quarter. […]

AMI Asset Management Corp lifted its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 349,336 shares of the coffee company’s stock after purchasing an additional 3,263 shares during the period. Starbucks comprises 1.8% of AMI Asset Management […]

SteelPeak Wealth LLC increased its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,247 shares of the asset manager’s stock after purchasing an additional 288 shares during the quarter. SteelPeak […]

Avitas Wealth Management LLC raised its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 31.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,839 shares of the asset manager’s stock after acquiring an additional 674 shares during the […]

Creekmur Asset Management LLC reduced its stake in shares of Peakstone Realty Trust (NYSE:PKST – Free Report) by 46.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 3,921 shares of the company’s stock after selling 3,419 shares during the period. Creekmur Asset Management LLC’s holdings in Peakstone […]

Avitas Wealth Management LLC lifted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,760 shares of the retailer’s stock after acquiring an additional 28 shares during the quarter. […]

Pinnacle Associates Ltd. decreased its stake in shares of Cognex Co. (NASDAQ:CGNX – Free Report) by 14.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 516,506 shares of the scientific and technical instruments company’s stock after selling 89,410 shares during the quarter. […]

Abich Financial Wealth Management LLC reduced its stake in shares of The Scotts Miracle-Gro Company (NYSE:SMG – Free Report) by 62.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 322 shares of the basic materials company’s stock after selling 532 shares during the […]

Adams Natural Resources Fund Inc. purchased a new stake in Smurfit Westrock Ltd (NYSE:SW – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 41,300 shares of the company’s stock, valued at approximately $2,041,000. Other institutional investors and hedge […]

Pathway Financial Advisers LLC raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 15,294.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 236,453 shares of the asset manager’s stock after purchasing an additional 234,917 shares during […]

Aletheian Wealth Advisors LLC trimmed its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 75.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 487 shares of the retailer’s stock after selling 1,516 shares during the quarter. Aletheian Wealth Advisors LLC’s holdings […]

Eagle Strategies LLC lowered its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 4.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,917 shares of the natural resource company’s stock after selling 2,689 shares during the period. Eagle Strategies […]

MONECO Advisors LLC cut its stake in shares of General Dynamics Co. (NYSE:GD – Free Report) by 4.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,599 shares of the aerospace company’s stock after selling 75 shares during the […]

First Trust Direct Indexing L.P. trimmed its stake in Unilever PLC (NYSE:UL – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 46,837 shares of the company’s stock after selling 375 shares during the quarter. First Trust Direct Indexing L.P.’s holdings in Unilever were […]

Cantor Fitzgerald Investment Advisors L.P. lifted its position in shares of The Southern Company (NYSE:SO – Free Report) by 2.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,840 shares of the utilities provider’s stock after purchasing an […]

Pallas Capital Advisors LLC increased its holdings in Citigroup Inc. (NYSE:C – Free Report) by 3.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,291 shares of the company’s stock after buying an additional 645 shares during the quarter. Pallas Capital […]

Cutter & CO Brokerage Inc. bought a new position in shares of Lifeway Foods, Inc. (NASDAQ:LWAY – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund bought 8,160 shares of the company’s stock, valued at approximately $212,000. Cutter & CO Brokerage Inc. owned 0.06% of Lifeway Foods […]

Great Diamond Partners LLC lessened its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 10.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,034 shares of the financial services provider’s stock after selling 782 shares during the quarter. […]

Pallas Capital Advisors LLC lifted its stake in The Boston Beer Company, Inc. (NYSE:SAM – Free Report) by 323.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,261 shares of the company’s stock after purchasing an additional 2,491 shares […]

Pathway Financial Advisers LLC boosted its stake in VICI Properties Inc. (NYSE:VICI – Free Report) by 13.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 93,843 shares of the company’s stock after buying an additional 10,923 shares during the quarter. Pathway Financial Advisers LLC’s […]

Pathway Financial Advisers LLC lifted its holdings in shares of Entergy Co. (NYSE:ETR – Free Report) by 21,143.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 38,875 shares of the utilities provider’s stock after purchasing an additional 38,692 shares during the period. […]

abrdn plc grew its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 30.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 538,970 shares of the coffee company’s stock after acquiring an additional 125,912 shares during the period. abrdn plc’s holdings […]