Ellis Investment Partners LLC trimmed its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,269 shares of the medical research company’s stock after selling 215 shares during the quarter. Ellis […]

Covenant Partners LLC lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,313 shares of the company’s stock after acquiring an additional 135 shares during the period. AbbVie accounts […]

SRN Advisors LLC decreased its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 3.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,479 shares of the industrial products company’s stock after selling 140 shares during the period. SRN Advisors […]

GHP Investment Advisors Inc. grew its position in shares of TriNet Group, Inc. (NYSE:TNET – Free Report) by 5.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 45,543 shares of the business services provider’s stock after purchasing an additional 2,152 shares during the period. […]

Mattern Capital Management LLC decreased its position in Chubb Limited (NYSE:CB – Free Report) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,455 shares of the financial services provider’s stock after selling 383 shares during the quarter. Chubb accounts […]

NorthCrest Asset Manangement LLC lifted its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 172.0% 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 41,333 shares of the utilities provider’s stock after buying an additional 26,139 […]

PFG Investments LLC lessened its stake in shares of Aldeyra Therapeutics, Inc (NASDAQ:ALDX – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 386,447 shares of the biotechnology company’s stock after selling 9,800 shares during […]

Kavar Capital Partners Group LLC lowered its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,958 shares of the financial services provider’s stock after selling 395 shares […]

Allworth Financial LP reduced its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 0.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,631 shares of the semiconductor company’s stock after selling 39 shares during the quarter. Allworth Financial […]

Custom Index Systems LLC increased its position in Onsemi (NASDAQ:ON – Free Report) by 5.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,633 shares of the semiconductor company’s stock after acquiring an additional 425 shares during the quarter. Custom Index Systems LLC’s holdings […]

Pathway Financial Advisers LLC grew its position in C3.ai, Inc. (NYSE:AI – Free Report) by 2,501.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,844 shares of the company’s stock after purchasing an additional 8,504 shares during the quarter. Pathway Financial […]

Pullen Investment Management LLC boosted its position in Virtu Financial, Inc. (NASDAQ:VIRT – Free Report) by 8.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,628 shares of the financial services provider’s stock after buying an additional 5,936 shares […]

Hamlin Capital Management LLC increased its holdings in shares of Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) by 25.3% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,317,408 shares of the company’s stock after purchasing an additional 669,568 shares during the quarter. […]

Valley National Advisers Inc. raised its holdings in shares of ResMed Inc. (NYSE:RMD – Free Report) by 12,805.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,098 shares of the medical equipment provider’s stock after buying an additional 7,043 shares during […]

Mayfair Advisory Group LLC increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 30.7% 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 10,279 shares of the biopharmaceutical company’s stock after acquiring an additional 2,414 […]

MCF Advisors LLC reduced its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,619 shares of the company’s stock after selling 223 shares during the quarter. MCF Advisors LLC’s holdings […]

Covenant Partners LLC bought a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 713 shares of the company’s stock, valued at approximately $274,000. Other hedge funds and other institutional investors have […]

Blackston Financial Advisory Group LLC lifted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 10.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 936 shares of the medical research company’s stock after purchasing an additional 88 shares during the quarter. […]

BayBridge Capital Group LLC increased its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,232 shares of the financial services provider’s stock after purchasing an additional 830 […]

Benedict Financial Advisors Inc. lessened its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,180 shares of the company’s stock after selling 494 shares during the period. Benedict […]

Benedict Financial Advisors Inc. lessened its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 32,278 shares of the medical research company’s stock after selling 167 shares during the period. […]

Shayne & Jacobs LLC increased its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,812 shares of the company’s stock after purchasing an additional 121 shares during the period. […]

Busey Bank raised its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 0.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,767 shares of the industrial products company’s stock after purchasing an additional 70 shares during the quarter. Busey […]

Convergence Financial LLC reduced its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,689 shares of the company’s stock after selling 673 shares during the […]

Blackston Financial Advisory Group LLC boosted its position in shares of IDEX Co. (NYSE:IEX – Free Report) by 32.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,239 shares of the industrial products company’s stock after acquiring an additional 553 shares during the […]

Legacy Wealth Asset Management LLC increased its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,568 shares of the semiconductor manufacturer’s stock after acquiring an additional 175 shares […]

Mirae Asset Global Investments Co. Ltd. increased its holdings in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,521 shares of the software company’s stock after purchasing an additional 10,916 shares […]

NorthCrest Asset Manangement LLC increased its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,076 shares of the biopharmaceutical company’s stock after purchasing an additional 271 […]

PFG Investments LLC lowered its holdings in Colgate-Palmolive (NYSE:CL – Free Report) by 3.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,935 shares of the company’s stock after selling 801 shares during the period. PFG Investments LLC’s […]

PFG Investments LLC lifted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 58,786 shares of the biopharmaceutical company’s stock after buying an additional 1,791 shares during the period. PFG Investments LLC’s holdings in Bristol-Myers […]

PFG Investments LLC lowered its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,610 shares of the medical technology company’s stock after selling 191 shares during […]

Pathway Financial Advisers LLC raised its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 3,341.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,532 shares of the company’s stock after acquiring an additional 63,628 shares during the quarter. Pathway […]

Mediolanum International Funds Ltd raised its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 198.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 102,071 shares of the insurance provider’s stock after purchasing an additional 67,821 shares during the period. Mediolanum International […]