Summit Global Investments grew its stake in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 58.4% during the third quarter, HoldingsChannel.com reports. The fund owned 10,821 shares of the construction company’s stock after buying an additional 3,991 shares during the quarter. Summit Global Investments’ holdings in EMCOR Group were worth $4,659,000 as of […]

Verity Asset Management Inc. lessened its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 10.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,266 shares of the business services provider’s stock after selling 392 shares during the quarter. Verity Asset Management Inc.’s holdings […]

Tandem Investment Advisors Inc. purchased a new stake in Corteva, Inc. (NYSE:CTVA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 3,675 shares of the company’s stock, valued at approximately $216,000. Other large investors have also made […]

Ascent Wealth Partners LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 45.8% 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 6,499 shares of the oil and gas company’s stock after selling 5,482 shares during […]

Global Strategic Investment Solutions LLC cut its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 98,404 shares of the company’s stock after selling 183 shares during the quarter. Vanguard Growth ETF […]

1834 Investment Advisors Co. lifted its holdings in Danaher Co. (NYSE:DHR – Free Report) by 10.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,707 shares of the conglomerate’s stock after acquiring an additional 166 shares during the period. 1834 […]

Jmac Enterprises LLC grew its position in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 57.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,106 shares of the company’s stock after acquiring an additional 2,600 shares during the quarter. Jmac […]

Kornitzer Capital Management Inc. KS lifted its stake in shares of Vertiv Holdings Co (NYSE:VRT – Free Report) by 15.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 141,582 shares of the company’s stock after acquiring an additional 19,082 shares during the […]

Cozad Asset Management Inc. reduced its stake in shares of The Timken Company (NYSE:TKR – Free Report) by 5.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,571 shares of the industrial products company’s stock after selling 1,749 shares during the quarter. […]

Woodmont Investment Counsel LLC decreased its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 0.5% 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 owned 12,838 shares of the conglomerate’s stock after selling 60 shares during […]

Global Strategic Investment Solutions LLC boosted its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 35.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 369 shares of the asset manager’s stock after buying an additional 97 shares during the quarter. Global […]

Hanseatic Management Services Inc. lifted its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 23.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 380 shares of the wireless technology company’s stock after buying an additional 72 shares during the period. […]

NorthRock Partners LLC cut its position in Aflac Incorporated (NYSE:AFL – Free Report) by 23.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,383 shares of the financial services provider’s stock after selling 719 shares during the quarter. NorthRock Partners LLC’s […]

Financial Enhancement Group LLC lifted its stake in Danaher Co. (NYSE:DHR – Free Report) by 6.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,081 shares of the conglomerate’s stock after acquiring an additional 641 shares during the period. Financial […]

Jmac Enterprises LLC raised its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,733 shares of the company’s stock after acquiring an additional 125 shares during the period. […]

Woodmont Investment Counsel LLC boosted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 404,612 shares of the company’s stock after purchasing an additional 8,208 shares during the quarter. Vanguard Growth ETF comprises […]

Crestwood Advisors Group LLC increased its holdings in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 11.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,701 shares of the company’s stock after acquiring an additional 273 shares during the period. […]

Crestwood Advisors Group LLC raised its stake in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 9.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 813 shares of the aerospace company’s stock after buying an additional […]

D.B. Root & Company LLC decreased its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 12.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,643 shares of the company’s stock after selling 226 shares during the period. D.B. Root & Company LLC’s […]

Malaga Cove Capital LLC lessened its position in Iridium Communications Inc. (NASDAQ:IRDM – Free Report) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,632 shares of the technology company’s stock after selling 730 shares during the […]

LGT Financial Advisors LLC lessened its holdings in shares of TD SYNNEX Co. (NYSE:SNX – Free Report) by 45.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 308 shares of the business services provider’s stock after selling 253 shares during the period. LGT Financial Advisors LLC’s holdings […]

Leeward Investments LLC MA lowered its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 10.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 126,507 shares of the technology infrastructure company’s stock after selling 14,073 shares during the […]

BNC Wealth Management LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,103 shares of the electric vehicle producer’s stock after acquiring an additional 464 shares during the quarter. […]

NorthRock Partners LLC lessened its stake in Trane Technologies plc (NYSE:TT – Free Report) by 33.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 577 shares of the company’s stock after selling 288 shares during the quarter. NorthRock Partners LLC’s holdings in Trane Technologies were worth $224,000 […]

Wealth Architects LLC decreased its holdings in Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 43.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 31,744 shares of the company’s stock after selling 24,333 shares during the quarter. Wealth Architects LLC’s holdings […]