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 […]

Invictus Private Wealth LLC reduced its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,773 shares of the company’s stock after selling 650 shares during the period. Invictus Private Wealth LLC’s holdings […]

Ballast Advisors LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,798 shares of the electric vehicle producer’s stock after selling 90 shares during the period. Ballast […]

Benchmark Financial Wealth Advisors LLC increased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 3.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,588 shares of the company’s stock after purchasing an additional 192 shares during the period. Benchmark Financial Wealth Advisors […]

One Plus One Wealth Management LLC reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 11.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,494 shares of the company’s stock after selling 187 shares during the period. One Plus One 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 […]

Marks Group Wealth Management Inc cut its stake in Fastenal (NASDAQ:FAST – Free Report) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,700 shares of the company’s stock after selling 235 shares during the period. Marks Group Wealth Management Inc’s holdings in Fastenal […]

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 […]

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 […]

NorthRock Partners LLC lessened its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 7.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,033 shares of the cable giant’s stock after selling 977 shares during the quarter. NorthRock Partners 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 […]

NorthRock Partners LLC trimmed its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 13.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,562 shares of the basic materials company’s stock after selling 251 shares during the quarter. NorthRock Partners LLC’s holdings […]

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 […]

Callahan Advisors LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,013 shares of the electric vehicle producer’s stock after selling 120 shares during the period. Callahan Advisors […]

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 […]

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 […]

W.H. Cornerstone Investments Inc. reduced its stake in Visa Inc. (NYSE:V – Free Report) by 3.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,249 shares of the credit-card processor’s stock after selling 153 shares during the period. […]

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 […]

PDS Planning Inc lowered its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 9.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,181 shares of the company’s stock after selling 237 shares during the period. PDS Planning Inc’s holdings in Zoetis were worth […]

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 […]

Greenwood Capital Associates LLC boosted its stake in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 9.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 153,940 shares of the company’s stock after purchasing an additional 13,323 shares during the period. Greenwood Capital Associates LLC’s holdings in […]

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 […]

NorthRock Partners LLC cut its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,318 shares of the electric vehicle producer’s stock after selling 804 shares during the period. NorthRock […]

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 […]