Harvest Portfolios Group Inc. lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 9.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 135,505 shares of the insurance provider’s stock after selling 14,872 shares during the period. Harvest Portfolios Group Inc.’s holdings in […]

American Capital Advisory LLC grew its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 219.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 675 shares of the company’s stock after acquiring an additional 464 shares during the period. American Capital Advisory LLC’s […]

Beacon Financial Advisory LLC lifted its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,202 shares of the exchange traded fund’s stock after buying an additional 439 shares […]

Concurrent Investment Advisors LLC increased its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 38.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 50,610 shares of the company’s stock after purchasing an additional 14,026 shares during the quarter. Concurrent Investment Advisors LLC […]

Beacon Financial Advisory LLC boosted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,368 shares of the company’s stock after purchasing an additional 157 shares during the quarter. Beacon Financial Advisory LLC’s holdings […]

JNBA Financial Advisors reduced its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,396 shares of the company’s stock after selling 79 shares during the […]

Benchmark Financial Wealth Advisors LLC decreased its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 23.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,606 shares of the wireless technology company’s stock after selling 495 shares […]

Focused Wealth Management Inc bought a new stake in NBT Bancorp Inc. (NASDAQ:NBTB – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,897 shares of the bank’s stock, valued at approximately $217,000. Several other hedge […]

Maia Wealth LLC raised its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 35.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,428 shares of the company’s stock after acquiring an additional 1,148 shares during the quarter. Maia Wealth […]

JNBA Financial Advisors cut its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,486 shares of the company’s stock after selling 851 shares during the period. JNBA Financial Advisors’ holdings […]

Balentine LLC boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 87.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,842 shares of the company’s stock after buying an additional 5,056 shares during the quarter. Balentine LLC’s holdings in AbbVie were […]

American Capital Advisory LLC increased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 55.5% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 1,096 shares of the company’s stock after purchasing an additional 391 shares during the period. American Capital Advisory LLC’s holdings […]

Harvest Portfolios Group Inc. trimmed its stake in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 1.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 414,248 shares of the bank’s stock after selling 6,090 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in […]

River Road Asset Management LLC reduced its stake in shares of Sysco Co. (NYSE:SYY – Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 109,812 shares of the company’s stock after selling 4,530 shares during the period. River […]

Catalina Capital Group LLC raised its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,691 shares of the industrial products company’s stock after buying an additional 246 […]

JFG Wealth Management LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 30.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,632 shares of the company’s stock after purchasing an additional 3,148 shares […]

Focused Wealth Management Inc trimmed its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,501 shares of the company’s stock after selling 146 shares during the quarter. Focused Wealth Management […]

Crestwood Advisors Group LLC raised its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,454 shares of the company’s stock after purchasing an additional 340 shares during the quarter. Crestwood Advisors […]

Focused Wealth Management Inc decreased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,184 shares of the company’s stock after selling 293 shares during the period. Focused Wealth Management Inc’s […]

Beacon Financial Advisory LLC raised its holdings in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 5.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,448 shares of the exchange traded fund’s stock after purchasing an additional […]

White Lighthouse Investment Management Inc. purchased a new position in Altria Group, Inc. (NYSE:MO – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,468 shares of the company’s stock, valued at approximately $483,000. A number of other institutional […]

Harvest Portfolios Group Inc. raised its position in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,801 shares of the pipeline company’s stock after purchasing an additional 708 shares […]

Fiduciary Family Office LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 10.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,952 shares of the industrial products company’s stock after selling 358 shares […]

ASB Consultores LLC lowered its stake in The Progressive Co. (NYSE:PGR – Free Report) by 3.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,882 shares of the insurance provider’s stock after selling 138 shares during the period. ASB Consultores LLC’s holdings in Progressive were […]

Ameritas Advisory Services LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 68,671 shares of the company’s stock after acquiring an additional 2,684 shares during the period. Vanguard Small-Cap ETF makes […]

Ameritas Advisory Services LLC lowered its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 15.8% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,259 shares of the company’s stock after selling 3,041 shares during the quarter. Ameritas Advisory Services […]

Cary Street Partners Asset Management LLC trimmed its holdings in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 7.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,445 shares of the exchange traded fund’s stock after selling 3,053 shares during the […]

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 […]

Financial Partners Group Inc increased its holdings in shares of Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG – Free Report) by 87.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 54,551 shares of the company’s stock after acquiring an additional 25,385 […]

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 […]

Geneva Partners LLC increased its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 8.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,622 shares of the company’s stock after purchasing an additional 200 shares during the period. Geneva Partners LLC’s holdings in Vanguard […]

United Advisor Group LLC increased its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 14.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,846 shares of the company’s stock after acquiring an additional 2,579 […]

Madden Advisory Services Inc. lowered its holdings in shares of Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 2.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,788 shares of the company’s stock after selling 162 shares during the quarter. Madden Advisory […]

MinichMacGregor Wealth Management LLC bought a new position in The Williams Companies, Inc. (NYSE:WMB – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,490 shares of the pipeline company’s stock, valued at approximately $205,000. A […]

MinichMacGregor Wealth Management LLC reduced its position in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 98.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 804 shares of the exchange traded fund’s stock after selling 46,110 shares during the period. MinichMacGregor Wealth Management LLC’s holdings in […]

Moloney Securities Asset Management LLC boosted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 29.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,652 shares of the exchange traded fund’s stock after purchasing an additional 1,506 shares during […]

Moloney Securities Asset Management LLC lowered its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 49,289 shares of the company’s stock after selling 2,209 shares during the […]

Heritage Investors Management Corp lowered its holdings in shares of PACCAR Inc (NASDAQ:PCAR – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 171,589 shares of the company’s stock after selling 437 shares during the period. Heritage […]

Yacktman Asset Management LP trimmed its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,170,000 shares of the electronics maker’s stock after selling 11,000 shares during the quarter. […]