Ritholtz Wealth Management raised its holdings in AutoNation, Inc. (NYSE:AN – Free Report) by 1.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,184 shares of the company’s stock after acquiring an additional 179 shares during the quarter. Ritholtz Wealth Management’s holdings in AutoNation […]

Ritholtz Wealth Management raised its holdings in Brookfield Co. (NYSE:BN – Free Report) by 85.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,848 shares of the company’s stock after purchasing an additional 17,439 shares during the period. Ritholtz […]

Essex Investment Management Co. LLC acquired a new position in shares of United-Guardian, Inc. (NASDAQ:UG – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 7,925 shares of the company’s stock, valued at approximately $126,000. Essex Investment Management Co. […]

Ameliora Wealth Management Ltd. cut its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,614 shares of the company’s stock after selling 216 shares during the period. Ameliora Wealth Management Ltd.’s holdings in PepsiCo were […]

Birch Hill Investment Advisors LLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,454 shares of the electric vehicle producer’s stock after buying an additional 83 […]

Gilman Hill Asset Management LLC lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 187.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,491 shares of the retailer’s stock after buying an additional 7,500 shares during the period. Gilman Hill […]

Birch Hill Investment Advisors LLC lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 26,542 shares of the biopharmaceutical company’s stock after selling 1,500 shares during the quarter. Birch Hill Investment Advisors […]

Crestmont Private Wealth LLC bought a new position in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,115 shares of the financial services provider’s stock, valued at approximately $263,000. Other […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,008 shares of the company’s stock after selling 141 shares during the period. […]

Silverlake Wealth Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,201 shares of the financial services provider’s stock after selling 337 shares during the quarter. Silverlake Wealth […]

McGuire Investment Group LLC decreased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 151,250 shares of the retailer’s stock after selling 430 shares during the period. Walmart makes up 1.7% […]

Birch Hill Investment Advisors LLC decreased its stake in Mobileye Global Inc. (NASDAQ:MBLY – Free Report) by 48.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 588,753 shares of the company’s stock after selling 551,642 shares during the quarter. Birch Hill Investment […]

Birch Hill Investment Advisors LLC decreased its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 16.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 42,865 shares of the transportation company’s stock after selling 8,397 shares during the period. Birch Hill Investment Advisors LLC’s holdings in United Parcel Service […]

Shikiar Asset Management Inc. lessened its position in shares of Aramark (NYSE:ARMK – Free Report) by 23.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 234,185 shares of the company’s stock after selling 72,030 shares during the quarter. Aramark makes up about 2.4% […]

Shaker Investments LLC OH purchased a new position in shares of ExlService Holdings, Inc. (NASDAQ:EXLS – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 15,289 shares of the business services provider’s stock, valued at approximately $583,000. A number of other large […]

Cardinal Capital Management Inc. trimmed its stake in shares of Brookfield Co. (NYSE:BN – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,322,064 shares of the company’s stock after selling 30,030 shares during the period. Brookfield accounts for 5.1% of Cardinal Capital […]

Guinness Atkinson Asset Management Inc cut its position in Ameresco, Inc. (NYSE:AMRC – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 18,078 shares of the utilities provider’s stock after selling 342 shares during the quarter. Guinness Atkinson […]

Avondale Wealth Management reduced its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 2,770 shares of the electric vehicle producer’s stock after selling 450 shares during the period. Tesla makes up 0.5% of Avondale […]

Gateway Investment Advisers LLC cut its stake in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 0.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 212,298 shares of the utilities provider’s stock after selling 382 shares during the period. Gateway Investment Advisers LLC’s holdings in Consolidated Edison were worth $22,107,000 as of its most […]

Contravisory Investment Management Inc. lowered its stake in shares of Freshpet, Inc. (NASDAQ:FRPT – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 3,100 shares of the company’s stock after selling 100 shares during the quarter. Contravisory Investment Management Inc.’s holdings […]

Davies Financial Advisors Inc. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,186 shares of the financial services provider’s stock after selling 54 shares during the quarter. Davies Financial Advisors Inc.’s […]

Evexia Wealth LLC raised its stake in shares of Nordson Co. (NASDAQ:NDSN – Free Report) by 10.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 19,257 shares of the industrial products company’s stock after acquiring an additional 1,858 shares during the period. Nordson makes up approximately 1.7% […]

Family Wealth Partners LLC purchased a new stake in Prospect Capital Co. (NASDAQ:PSEC – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 13,888 shares of the financial services provider’s stock, valued at approximately $74,000. A number of other large […]

Guinness Asset Management LTD lowered its stake in shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG – Free Report) by 8.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 99,990 shares of the semiconductor company’s stock after selling 9,223 shares during the period. Guinness Asset Management LTD owned approximately […]

Guinness Atkinson Asset Management Inc raised its position in Power Integrations, Inc. (NASDAQ:POWI – Free Report) by 15.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,290 shares of the semiconductor company’s stock after purchasing an additional 582 shares during the period. Guinness Atkinson Asset Management Inc’s holdings in Power Integrations were worth […]

HCR Wealth Advisors reduced its stake in shares of AutoNation, Inc. (NYSE:AN – Free Report) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,657 shares of the company’s stock after selling 227 shares during the quarter. AutoNation makes […]

Perfromance Wealth Partners LLC lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.1% in the third quarter, HoldingsChannel.com reports. The firm owned 398,794 shares of the retailer’s stock after selling 8,480 shares during the period. Walmart comprises 1.1% of Perfromance Wealth Partners LLC’s holdings, making the stock its 14th largest […]

RFG Holdings Inc. raised its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 15.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,338 shares of the CRM provider’s stock after purchasing an additional 310 shares during the quarter. RFG Holdings […]

Silverlake Wealth Management LLC raised its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 3.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,483 shares of the company’s stock after purchasing an additional 1,150 shares during the period. […]

Octavia Wealth Advisors LLC reduced its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 7.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,790 shares of the company’s stock after selling 144 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in […]