One Plus One Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,295 shares of the healthcare conglomerate’s stock after buying an additional 35 shares during the quarter. […]

Benchmark Financial Wealth Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 15.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,593 shares of the cell phone carrier’s stock after buying an additional 998 […]

Consilium Wealth Advisory LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,426 shares of the healthcare conglomerate’s stock after acquiring an additional 464 shares during the quarter. UnitedHealth […]

Catalina Capital Group LLC grew its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 9.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,457 shares of the company’s stock after purchasing an additional 1,024 shares during […]

American Capital Advisory LLC raised its holdings in Dominion Energy, Inc. (NYSE:D – Free Report) by 40.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,108 shares of the utilities provider’s stock after buying an additional 318 shares during the quarter. American Capital […]

Avidian Wealth Enterprises LLC boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,387 shares of the company’s stock after purchasing an additional 163 shares during the quarter. […]

Asset Management One Co. Ltd. increased its position in shares of Edison International (NYSE:EIX – Free Report) by 7.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 199,035 shares of the utilities provider’s stock after purchasing an additional 13,820 shares during the […]

Radnor Capital Management LLC boosted its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 7,042 shares of the financial services provider’s stock after purchasing an additional 200 shares during the period. Radnor Capital Management LLC’s holdings […]

1834 Investment Advisors Co. lowered its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 10.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,477 shares of the retailer’s stock after selling 179 shares during the period. 1834 Investment Advisors Co.’s holdings in Costco […]

PDS Planning Inc acquired a new stake in IonQ, Inc. (NYSE:IONQ – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 11,529 shares of the company’s stock, valued at approximately $101,000. A number of other large investors have also […]

Hanlon Investment Management Inc. increased its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 284 shares of the retailer’s stock after acquiring an additional 17 shares during the period. Hanlon Investment Management Inc.’s […]

FSM Wealth Advisors LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 12.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,406 shares of the company’s stock after purchasing an additional 161 shares during the quarter. […]

Catalyst Private Wealth LLC lowered its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 358 shares of the company’s stock after selling 9 shares during the quarter. Catalyst Private Wealth LLC’s holdings […]

Clear Creek Financial Management LLC boosted its position in Zscaler, Inc. (NASDAQ:ZS – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,152 shares of the company’s stock after acquiring an additional 98 shares during the period. Clear Creek Financial Management LLC’s holdings in […]

Heritage Investors Management Corp boosted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 15.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,976 shares of the software company’s stock after purchasing an additional 6,314 shares during the quarter. Heritage Investors Management […]

Martin Investment Management LLC cut its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 8.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 477 shares of the retailer’s stock after selling 45 shares during the period. Martin Investment Management […]

Moloney Securities Asset Management LLC decreased its position in shares of Block, Inc. (NYSE:SQ – Free Report) by 0.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,816 shares of the technology company’s stock after selling 489 shares during the period. […]

Sentry Investment Management LLC grew its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 11.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,360 shares of the software maker’s stock after buying an additional 141 shares during the quarter. Sentry Investment […]

Greenwood Capital Associates LLC boosted its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 73,592 shares of the cell phone carrier’s stock after acquiring an additional 5,970 shares during the quarter. Greenwood Capital Associates LLC’s […]

Yacktman Asset Management LP reduced its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 10.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,182,456 shares of the company’s stock after selling 263,618 shares during the quarter. […]