Sitrin Capital Management LLC purchased a new position in AbbVie Inc. (NYSE:ABBV – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,942 shares of the company’s stock, valued at approximately $778,000. Several other large investors have also added […]

Pursue Wealth Partners LLC acquired a new position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 843 shares of the aerospace company’s stock, valued at approximately $493,000. A number of other institutional investors […]

New York State Common Retirement Fund cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 607,246 shares of the industrial products company’s stock after selling 48,000 shares during the period. New York State […]

Stephens Investment Management Group LLC boosted its position in Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 2.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 326,143 shares of the business services provider’s stock after purchasing an additional 6,272 shares during the quarter. Verisk […]

Gladstone Institutional Advisory LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 85,941 shares of the network equipment provider’s stock after selling 5,060 shares during the […]

New York State Common Retirement Fund cut its stake in Oracle Co. (NYSE:ORCL – Free Report) by 11.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,056,850 shares of the enterprise software provider’s stock after selling 273,179 shares during the […]

Tilson Financial Group Inc. bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,593 shares of the company’s stock, valued at approximately $258,000. Other institutional investors and hedge funds have also recently […]

New York State Common Retirement Fund reduced its position in Citigroup Inc. (NYSE:C – Free Report) by 0.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,698,833 shares of the company’s stock after selling 211 shares during the quarter. New […]

Absher Wealth Management LLC trimmed its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 129,778 shares of the semiconductor company’s stock after selling 4,822 shares during the period. Analog Devices comprises 3.9% of Absher […]

Goldstone Financial Group LLC bought a new position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 6,284 shares of the company’s stock, valued at approximately $219,000. Other large investors have […]

Avitas Wealth Management LLC acquired a new stake in shares of Samsara Inc. (NYSE:IOT – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 5,082 shares of the company’s stock, valued at approximately $245,000. A number of other hedge […]

Avitas Wealth Management LLC trimmed its position in shares of Gartner, Inc. (NYSE:IT – Free Report) by 7.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,847 shares of the information technology services provider’s stock after selling 144 shares during the period. […]

Diversify Wealth Management LLC purchased a new stake in Rubrik, Inc. (NYSE:RBRK – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 56,250 shares of the company’s stock, valued at approximately $1,808,000. A number of other institutional investors […]

Evermay Wealth Management LLC bought a new stake in shares of Innovator Equity Defined Protection ETF 1 Yr August (BATS:ZAUG – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 3,000 shares of the company’s stock, valued at approximately $74,000. Other hedge funds have also […]

HM Payson & Co. lessened its stake in Aon plc (NYSE:AON – Free Report) by 18.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 127,396 shares of the financial services provider’s stock after selling 28,744 shares during the quarter. HM Payson & Co. owned […]

Highline Wealth Partners LLC acquired a new stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 510 shares of the company’s stock, valued at approximately $38,000. Other hedge funds have also made […]

Roubaix Capital LLC grew its holdings in Orion S.A. (NYSE:OEC – Free Report) by 68.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 308,303 shares of the specialty chemicals company’s stock after buying an additional 124,986 shares during the quarter. Orion makes up about […]

Palumbo Wealth Management LLC lifted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 216.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,497 shares of the conglomerate’s stock after buying an additional 3,078 shares during the quarter. Palumbo Wealth Management LLC’s […]

Pathway Financial Advisers LLC purchased a new position in shares of Healthpeak Properties, Inc. (NYSE:DOC – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 19,129 shares of the real estate investment trust’s stock, valued at approximately […]

Pinnacle Associates Ltd. decreased its holdings in shares of FARO Technologies, Inc. (NASDAQ:FARO – Free Report) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 493,724 shares of the scientific and technical instruments company’s stock after selling 20,273 shares during […]