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 […]

Stiles Financial Services Inc boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.8% in the third quarter, Holdings Channel reports. The firm owned 4,335 shares of the software company’s stock after purchasing an additional 350 shares during the quarter. Stiles Financial Services Inc’s holdings in Adobe were worth $2,244,000 at the end […]

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 […]

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 […]

Washington Trust Bank increased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 14.3% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,191 shares of the cell phone carrier’s stock after purchasing an additional 774 shares during the quarter. […]

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 […]

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 […]

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. […]

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 […]

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. […]

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 […]

United Advisor Group LLC acquired a new position in Duke Energy Co. (NYSE:DUK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,550 shares of the utilities provider’s stock, valued at approximately $294,000. Several other institutional […]

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 […]