Winthrop Advisory Group LLC boosted its holdings in Citigroup Inc. (NYSE:C – Free Report) by 8.2% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 3,944 shares of the company’s stock after acquiring an additional 299 shares during the quarter. Winthrop Advisory Group LLC’s holdings in Citigroup were worth $247,000 at the end of […]

Concurrent Investment Advisors LLC reduced its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,463 shares of the company’s stock after selling 1,191 shares during the quarter. Concurrent Investment Advisors LLC’s holdings […]

LS Investment Advisors LLC reduced its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 86.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 4,717 shares of the company’s stock after selling 29,463 shares during the quarter. LS Investment Advisors LLC’s holdings in Sysco were worth $368,000 as of its […]

Graypoint LLC increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 6,699 shares of the business services provider’s stock after acquiring an additional 196 shares during the quarter. Graypoint LLC’s holdings in Waste Management were worth $1,391,000 at the […]

Lewis Asset Management LLC decreased its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 13.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,546 shares of the semiconductor company’s stock after selling 677 shares during the period. […]

Presidio Capital Management LLC acquired a new stake in shares of MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) during the 3rd quarter, Holdings Channel reports. The fund acquired 1,458 shares of the software maker’s stock, valued at approximately $246,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group […]

LS Investment Advisors LLC reduced its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,643 shares of the company’s stock after selling 120 shares during the period. LS […]

Dudley Capital Management LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 10.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,161 shares of the industrial products company’s stock after purchasing an additional 207 shares during the quarter. Dudley Capital Management LLC’s holdings in Caterpillar were worth $845,000 as […]

JB Capital LLC raised its holdings in AT&T Inc. (NYSE:T – Free Report) by 2.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,723 shares of the technology company’s stock after acquiring an additional 778 shares during the quarter. JB Capital LLC’s holdings in […]

Woodmont Investment Counsel LLC trimmed its holdings in FedEx Co. (NYSE:FDX – Free Report) by 6.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,460 shares of the shipping service provider’s stock after selling 183 shares during the quarter. Woodmont Investment Counsel LLC’s holdings in FedEx were worth $673,000 as of its most recent […]

Lifestyle Asset Management Inc. lifted its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 8.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 355 shares of the semiconductor company’s stock after buying an additional 27 shares during the […]

Principal Financial Group Inc. cut its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 12.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,126,494 shares of the cable giant’s stock after selling 1,107,831 shares during the period. Principal Financial Group Inc. […]

Perkins Capital Management Inc. decreased its position in AT&T Inc. (NYSE:T – Free Report) by 13.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 33,742 shares of the technology company’s stock after selling 5,134 shares during the quarter. Perkins Capital Management Inc.’s holdings in […]

Ascent Wealth Partners LLC acquired a new stake in Arm Holdings plc (NASDAQ:ARM – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 19,733 shares of the company’s stock, valued at approximately $2,822,000. Several other hedge funds and other […]

Woodmont Investment Counsel LLC boosted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 71,605 shares of the retailer’s stock after purchasing an additional 699 shares during the quarter. Woodmont Investment Counsel […]

Kornitzer Capital Management Inc. KS boosted its position in shares of Skyline Champion Co. (NYSE:SKY – Free Report) by 0.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 175,250 shares of the company’s stock after buying an additional 875 shares during the quarter. Kornitzer […]

Kornitzer Capital Management Inc. KS grew its position in Bio-Techne Co. (NASDAQ:TECH – Free Report) by 1.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 235,519 shares of the biotechnology company’s stock after buying an additional 4,084 shares during the period. Kornitzer Capital Management […]

Principal Financial Group Inc. boosted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 1.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,047,174 shares of the specialty chemicals company’s stock after buying an additional 10,709 shares during the period. Principal […]

Wilkinson Global Asset Management LLC decreased its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 153,390 shares of the specialty chemicals company’s stock after selling 3,769 shares during the period. […]

Catalina Capital Group LLC grew its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 14.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,868 shares of the financial services provider’s stock after acquiring an additional […]

Leeward Investments LLC MA reduced its position in shares of Envista Holdings Co. (NYSE:NVST – Free Report) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 583,075 shares of the company’s stock after selling 57,514 shares during the quarter. Leeward Investments LLC […]

Leeward Investments LLC MA raised its position in QuidelOrtho Co. (NASDAQ:QDEL – Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 229,847 shares of the company’s stock after buying an additional 33,588 shares during the period. Leeward Investments […]

Perkins Capital Management Inc. lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 17.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,558 shares of the company’s stock after selling 1,425 shares during the period. AbbVie makes […]

Financial Enhancement Group LLC lifted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,533 shares of the oil and gas company’s stock after acquiring an additional […]

Moloney Securities Asset Management LLC lifted its stake in Cummins Inc. (NYSE:CMI – Free Report) by 5.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,638 shares of the company’s stock after acquiring an additional 78 shares during the period. Moloney Securities Asset Management LLC’s […]

Harvest Portfolios Group Inc. lessened its stake in shares of SAP SE (NYSE:SAP – Free Report) by 13.9% 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 2,389 shares of the software maker’s stock after selling 387 shares during […]

Marks Group Wealth Management Inc lifted its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 5.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,660 shares of the conglomerate’s stock after acquiring an additional 223 shares during the quarter. Marks Group […]

Radnor Capital Management LLC boosted its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 2.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,067 shares of the scientific and technical instruments company’s stock after purchasing an additional 170 shares during the […]

United Advisor Group LLC purchased a new position in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 3,895 shares of the company’s stock, valued at approximately $305,000. Several other hedge funds and other […]