Lake Street Advisors Group LLC acquired a new stake in monday.com Ltd. (NASDAQ:MNDY – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,125 shares of the company’s stock, valued at approximately $590,000. A number of other institutional investors have also […]

Heritage Oak Wealth Advisors LLC acquired a new position in The Hartford Financial Services Group, Inc. (NYSE:HIG – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 1,709 shares of the insurance provider’s stock, valued at approximately $201,000. Several other […]

Ballentine Partners LLC increased its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 17.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 6,968 shares of the financial services provider’s stock after buying an additional 1,056 shares during the period. Ballentine Partners […]

Mediolanum International Funds Ltd increased its position in shares of American Express (NYSE:AXP) by 10.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 143,167 shares of the payment services company’s stock after acquiring an additional 13,428 shares during the quarter. Mediolanum International […]

Lake Street Advisors Group LLC lifted its position in The Coca-Cola Company (NYSE:KO – Free Report) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,045 shares of the company’s stock after acquiring an additional 280 shares during the […]

Canal Capital Management LLC purchased a new position in shares of American Tower Co. (NYSE:AMT – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 867 shares of the real estate investment trust’s stock, valued at approximately $202,000. […]

Bank of Stockton raised its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 7.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,736 shares of the financial services provider’s stock after purchasing an […]

Lake Street Advisors Group LLC lifted its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 7.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,295 shares of the information technology services provider’s stock after acquiring an […]

Lake Street Advisors Group LLC trimmed its position in American Express (NYSE:AXP – Free Report) by 0.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,819 shares of the payment services company’s stock after selling 45 shares during the quarter. Lake Street […]

Nicholson Wealth Management Group LLC bought a new position in The Southern Company (NYSE:SO – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 21,122 shares of the utilities provider’s stock, valued at approximately $1,905,000. Southern comprises about […]

Eagle Ridge Investment Management raised its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 78.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,257 shares of the financial services provider’s stock after purchasing an additional 54,238 shares […]

Court Place Advisors LLC cut its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,373 shares of the financial services provider’s stock after selling 430 shares during […]

Dumont & Blake Investment Advisors LLC reduced its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 50.1% 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 7,968 shares of the financial services provider’s stock […]

Lake Street Advisors Group LLC cut its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 53.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,677 shares of the coffee company’s stock after selling 20,651 shares during the period. Lake Street Advisors […]

Nicholson Wealth Management Group LLC acquired a new stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 76,784 shares of the financial services provider’s stock, valued at approximately $2,849,000. United Bankshares comprises about 2.3% of Nicholson […]

Strategic Investment Solutions Inc. IL bought a new stake in Energy Transfer LP (NYSE:ET – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 5,224 shares of the pipeline company’s stock, valued at approximately $84,000. Other hedge funds have also modified their […]

Strategic Investment Solutions Inc. IL purchased a new stake in Old National Bancorp (NASDAQ:ONB – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 25,253 shares of the bank’s stock, valued at approximately $471,000. Other institutional investors and hedge funds have also […]

Lake Street Advisors Group LLC trimmed its holdings in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) by 66.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 35,171 shares of the pipeline company’s stock after selling 70,442 shares during […]

Assenagon Asset Management S.A. boosted its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 49.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 902,575 shares of the railroad operator’s stock after purchasing an additional 298,100 shares during the quarter. […]

IFM Investors Pty Ltd raised its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 224,972 shares of the coffee company’s stock after buying an additional 931 shares during the period. IFM Investors Pty Ltd’s […]

IFM Investors Pty Ltd lifted its holdings in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 20.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 181,463 shares of the railroad operator’s stock after purchasing an additional 31,041 shares during the quarter. IFM Investors Pty […]

Pinnacle West Asset Management Inc. grew its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 0.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,620 shares of the railroad operator’s stock after acquiring an additional 70 shares during the quarter. Union Pacific […]

Walker Asset Management LLC purchased a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,483 shares of the transportation company’s stock, valued at approximately $202,000. Other hedge funds have also recently made changes to […]