Moody Lynn & Lieberson LLC lessened its stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 5.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 6,732 shares of the company’s stock after selling 381 shares during the period. Moody Lynn & Lieberson LLC’s holdings […]

DT Investment Partners LLC grew its holdings in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 100.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 694 shares of the specialty retailer’s stock after purchasing an additional 347 shares during the quarter. DT […]

DT Investment Partners LLC boosted its holdings in CSX Co. (NASDAQ:CSX – Free Report) by 17.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 4,740 shares of the transportation company’s stock after buying an additional 690 shares during the period. DT Investment Partners LLC’s holdings in […]

Values First Advisors Inc. trimmed its holdings in shares of Pool Co. (NASDAQ:POOL – Free Report) by 42.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,599 shares of the specialty retailer’s stock after selling 1,183 shares during the quarter. Values First Advisors […]

Eagle Ridge Investment Management lowered its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,266 shares of the basic materials company’s stock after selling 111 shares during the quarter. Eagle Ridge Investment […]

Eagle Ridge Investment Management lowered its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,365 shares of the biopharmaceutical company’s stock after selling 617 shares during the quarter. Eagle Ridge […]

Dakota Wealth Management decreased its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 26.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 92,122 shares of the oil and gas company’s stock after selling 32,593 shares during the quarter. Dakota Wealth Management’s […]

Values First Advisors Inc. raised its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 15.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,316 shares of the business services provider’s stock after purchasing an additional 2,353 shares during the period. Values First […]

Burke & Herbert Bank & Trust Co. bought a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 441 shares of the credit services provider’s stock, valued at approximately $218,000. Several […]

Investment Research & Advisory Group Inc. decreased its holdings in shares of Choice Hotels International, Inc. (NYSE:CHH – Free Report) by 19.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,422 shares of the company’s stock after selling 1,576 shares during […]

Valicenti Advisory Services Inc. trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,703 shares of the company’s stock after selling 1,985 shares during the […]

DORCHESTER WEALTH MANAGEMENT Co lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 42.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,145 shares of the credit services provider’s stock after selling 833 shares during the quarter. […]

Wolverine Resources Corp. (OTCMKTS:WOLV) has recently disclosed its private placement activities in a Form 8-K filing with the Securities and Exchange Commission on September 10, 2024. The company issued a total of 24,150,000 shares of its common stock, generating gross proceeds of CDN $281,500 (USD $278,495). The breakdown of the private placement includes the issuance […]

Rogco LP decreased its position in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,553 shares of the business services provider’s stock after selling 857 shares during the period. Rogco LP’s holdings in […]

Argent Capital Management LLC trimmed its stake in TFI International Inc. (NYSE:TFII – Free Report) by 1.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 176,917 shares of the company’s stock after selling 2,852 shares during the period. Argent Capital Management LLC owned about 0.21% of […]

Assenagon Asset Management S.A. lowered its position in shares of The Cigna Group (NYSE:CI – Free Report) by 24.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 295,714 shares of the health services provider’s stock after selling 96,959 shares during […]

Boyd Watterson Asset Management LLC OH cut its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 19.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,461 shares of the healthcare product maker’s stock after selling 4,969 shares during the […]

Rogco LP boosted its holdings in Cintas Co. (NASDAQ:CTAS – Free Report) by 300.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 424 shares of the business services provider’s stock after buying an additional 318 shares during the quarter. Rogco LP’s holdings in Cintas […]

Commonwealth Financial Services LLC reduced its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 22.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,005 shares of the biopharmaceutical company’s stock after selling 1,733 shares […]

Hennion & Walsh Asset Management Inc. cut its holdings in Chevron Co. (NYSE:CVX – Free Report) by 13.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,491 shares of the oil and gas company’s stock after selling 6,057 shares during the period. […]

Jackson Wealth Management LLC bought a new stake in PulteGroup, Inc. (NYSE:PHM – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 8,355 shares of the construction company’s stock, valued at approximately $1,199,000. Several other institutional investors and hedge […]

Jackson Wealth Management LLC purchased a new stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) during the third quarter, HoldingsChannel.com reports. The firm purchased 128 shares of the company’s stock, valued at approximately $263,000. A number of other institutional investors and hedge funds have also bought and sold shares of MELI. Vanguard Group Inc. boosted […]

Lafayette Investments Inc. grew its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,845 shares of the credit services provider’s stock after purchasing an additional 1,153 shares […]

MFA Wealth Advisors LLC cut its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 30.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 216 shares of the healthcare conglomerate’s stock after selling 96 shares during the quarter. MFA […]

Rogco LP lessened its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 8.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,887 shares of the business services provider’s stock after selling 528 shares during the quarter. […]

Romano Brothers AND Company lifted its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,978 shares of the information technology services provider’s stock after buying an additional 85 shares during the quarter. Romano Brothers […]

SOL Capital Management CO raised its holdings in The Carlyle Group Inc. (NASDAQ:CG – Free Report) by 5.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 151,134 shares of the financial services provider’s stock after buying an additional 7,510 shares during the quarter. […]

SOL Capital Management CO lifted its position in Harbor Long-Term Growers ETF (NYSEARCA:WINN – Free Report) by 15.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 190,590 shares of the company’s stock after purchasing an additional 25,505 shares during the […]

Signature Resources Capital Management LLC cut its holdings in Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) by 23.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,985 shares of the company’s stock after selling 1,498 shares during the period. Signature Resources Capital Management LLC’s […]

Taylor Frigon Capital Management LLC acquired a new stake in Sysco Co. (NYSE:SYY – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 20,354 shares of the company’s stock, valued at approximately $1,589,000. Several other hedge funds and other institutional […]

Mason & Associates Inc grew its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 31.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,862 shares of the company’s stock after buying an additional 7,701 shares during […]

Yoder Wealth Management Inc. bought a new stake in Equifax Inc. (NYSE:EFX – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 791 shares of the credit services provider’s stock, valued at approximately $232,000. A number of other […]