Lifestyle Asset Management Inc. boosted its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 4.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 46,535 shares of the pipeline company’s stock after buying an additional 1,858 shares during the quarter. […]

Western Pacific Wealth Management LP bought a new stake in McCormick & Company, Incorporated (NYSE:MKC – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,700 shares of the company’s stock, valued at approximately $140,000. Other institutional investors and hedge funds have also […]

Principal Financial Group Inc. grew its position in Eaton Co. plc (NYSE:ETN – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 457,350 shares of the industrial products company’s stock after buying an additional 17,965 shares […]

Confluence Investment Management LLC lowered its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 0.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 192,518 shares of the energy exploration company’s stock after selling 663 shares during the quarter. Confluence Investment […]

Advisor Resource Council purchased a new stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the third quarter, Holdings Channel reports. The institutional investor purchased 286 shares of the information technology services provider’s stock, valued at approximately $256,000. Other institutional investors also recently modified their holdings of the company. M&G Plc purchased a […]

Hara Capital LLC acquired a new position in shares of Ecolab Inc. (NYSE:ECL – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm acquired 155 shares of the basic materials company’s stock, valued at approximately $40,000. A number of other hedge funds have also made changes to their positions in ECL. Swedbank AB acquired […]

Lifestyle Asset Management Inc. acquired a new stake in Camtek Ltd. (NASDAQ:CAMT – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,173 shares of the semiconductor company’s stock, valued at approximately $253,000. Other hedge funds and other institutional investors have also recently […]

Principal Financial Group Inc. grew its holdings in shares of Amphenol Co. (NYSE:APH – Free Report) by 73.9% during the third quarter, Holdings Channel.com reports. The firm owned 2,591,323 shares of the electronics maker’s stock after buying an additional 1,101,368 shares during the quarter. Principal Financial Group Inc.’s holdings in Amphenol were worth $168,851,000 as […]

Principal Financial Group Inc. decreased its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,817,078 shares of the utilities provider’s stock after selling 283,270 shares during the period. Principal Financial […]

Radnor Capital Management LLC lifted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 11.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 11,120 shares of the credit-card processor’s stock after acquiring an additional 1,115 shares during the quarter. […]

Ascent Wealth Partners LLC acquired a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 27,762 shares of the ride-sharing company’s stock, valued at approximately $2,087,000. Several other large investors have also recently […]

BNC Wealth Management LLC raised its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,536 shares of the enterprise software provider’s stock after purchasing an additional 821 shares during […]

Leeward Investments LLC MA lessened its holdings in shares of Humana Inc. (NYSE:HUM – Free Report) by 20.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,315 shares of the insurance provider’s stock after selling 9,158 shares during the quarter. […]

Radnor Capital Management LLC purchased a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,815 shares of the specialty chemicals company’s stock, valued at approximately $693,000. A number of other institutional investors […]

Crestwood Advisors Group LLC cut its position in The Chefs’ Warehouse, Inc. (NASDAQ:CHEF – Free Report) by 44.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 10,470 shares of the company’s stock after selling 8,460 shares during the period. Crestwood Advisors Group LLC’s holdings in Chefs’ Warehouse […]

Financial Enhancement Group LLC purchased a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 688 shares of the company’s stock, valued at approximately $1,412,000. Several other institutional investors have also […]

Marks Group Wealth Management Inc bought a new position in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 1,304 shares of the technology company’s stock, valued at approximately $274,000. Several other hedge funds also recently added to […]

NorthRock Partners LLC lowered its stake in Humana Inc. (NYSE:HUM – Free Report) by 22.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 673 shares of the insurance provider’s stock after selling 195 shares during the period. NorthRock […]

Avidian Wealth Enterprises LLC raised its stake in The Cigna Group (NYSE:CI – Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,914 shares of the health services provider’s stock after buying an additional 57 shares during […]

Trademark Financial Management LLC lowered its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 8.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,708 shares of the utilities provider’s stock after selling 236 shares during the quarter. Trademark […]