Xcel Wealth Management LLC decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,969 shares of the industrial products company’s stock after selling 529 shares during the period. Xcel Wealth […]

Sky Investment Group LLC lessened its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 1.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 61,568 shares of the company’s stock after selling 1,051 shares during the period. Sky Investment Group LLC’s holdings […]

Xcel Wealth Management LLC trimmed its holdings in shares of PPL Co. (NYSE:PPL – Free Report) by 69.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,849 shares of the utilities provider’s stock after selling 138,055 shares during the quarter. Xcel Wealth […]

Sequoia Financial Advisors LLC grew its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 4.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 58,505 shares of the insurance provider’s stock after acquiring an additional 2,750 shares during the period. Sequoia […]

Jade Capital Advisors LLC acquired a new position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 5,290 shares of the basic materials company’s stock, valued at approximately $667,000. Other institutional investors and […]

Raleigh Capital Management Inc. grew its holdings in shares of The Kroger Co. (NYSE:KR – Free Report) by 13.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,476 shares of the company’s stock after purchasing an additional 1,033 shares during the quarter. Raleigh […]

Plimoth Trust Co. LLC cut its stake in Capital One Financial Co. (NYSE:COF – Free Report) by 12.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,973 shares of the financial services provider’s stock after selling 271 shares during the period. Plimoth Trust Co. LLC’s […]

Plimoth Trust Co. LLC reduced its position in shares of Deere & Company (NYSE:DE – Free Report) by 1.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,956 shares of the industrial products company’s stock after selling 100 shares during the period. […]

1858 Wealth Management LLC lowered its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 41.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,700 shares of the company’s stock after selling 3,324 shares during the period. 1858 […]

Everence Capital Management Inc. raised its stake in Valero Energy Co. (NYSE:VLO – Free Report) by 7.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,630 shares of the oil and gas company’s stock after acquiring an additional 2,780 […]

Everence Capital Management Inc. cut its stake in CSX Co. (NASDAQ:CSX – Free Report) by 20.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 50,801 shares of the transportation company’s stock after selling 13,160 shares during the period. Everence Capital Management Inc.’s holdings in CSX were […]

Carolina Wealth Advisors LLC trimmed its position in Caleres, Inc. (NYSE:CAL – Free Report) by 8.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,442 shares of the textile maker’s stock after selling 2,124 shares during the period. Carolina Wealth Advisors LLC […]

Little House Capital LLC reduced its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 7.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,189 shares of the cable giant’s stock after selling 2,482 shares during the period. Little House […]

McElhenny Sheffield Capital Management LLC lowered its stake in shares of Sysco Co. (NYSE:SYY – Free Report) by 3.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,622 shares of the company’s stock after selling 262 shares during the quarter. McElhenny Sheffield Capital Management […]

Wealth Advisory Solutions LLC reduced its holdings in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 14.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,770 shares of the energy company’s stock after selling 3,273 shares during the quarter. Wealth Advisory Solutions […]

Whittier Trust Co. increased its position in Fortive Co. (NYSE:FTV – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 328,381 shares of the technology company’s stock after buying an additional 4,933 shares during the period. […]