U.S. Capital Wealth Advisors LLC decreased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,808 shares of the industrial products company’s stock after selling 57 shares during the period. […]

Tempus Wealth Planning LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,009 shares of the company’s stock after purchasing an additional 438 shares during the period. Tempus […]

U.S. Capital Wealth Advisors LLC lessened its stake in ONEOK, Inc. (NYSE:OKE – Free Report) by 7.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,515 shares of the utilities provider’s stock after selling 4,133 shares during the period. U.S. […]

Coston McIsaac & Partners lifted its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,137 shares of the coffee company’s stock after acquiring an additional 786 shares during the quarter. […]

Lake Street Private Wealth LLC boosted its stake in shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (NYSEARCA:COMB – Free Report) by 5.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 185,725 shares of the company’s stock […]

Segment Wealth Management LLC lowered its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 80,828 shares of the exchange traded fund’s stock after selling 2,751 shares during the period. Invesco […]

Searle & CO. decreased its holdings in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,200 shares of the restaurant operator’s stock after selling 340 shares during the quarter. Yum! Brands makes up […]

Maryland Capital Advisors Inc. raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 330.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 430 shares of the company’s stock after acquiring an additional 330 shares during the period. […]

BLB&B Advisors LLC grew its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 37,456 shares of the fast-food giant’s stock after purchasing an additional 869 shares during the quarter. BLB&B Advisors LLC’s […]

Narwhal Capital Management grew its position in Graco Inc. (NYSE:GGG – Free Report) by 29.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 92,313 shares of the industrial products company’s stock after acquiring an additional 20,728 shares during the period. Narwhal Capital […]

RBA Wealth Management LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 12.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,495 shares of the medical technology company’s stock after purchasing an additional 5,429 shares during the quarter. […]

Argus Investors Counsel Inc. lowered its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 15.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,333 shares of the financial services provider’s stock after selling 4,375 shares during the […]

Mattern Wealth Management LLC trimmed its position in Colgate-Palmolive (NYSE:CL – Free Report) by 33.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,248 shares of the company’s stock after selling 7,562 shares during the period. Mattern Wealth Management […]

Harbor Advisory Corp MA reduced its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 23.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,882 shares of the company’s stock after selling 904 shares during the quarter. Harbor Advisory Corp […]

Hofer & Associates. Inc raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,977 shares of the company’s stock after purchasing an additional 83 shares during the quarter. Hofer & Associates. […]

Ledyard National Bank reduced its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 65.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,753 shares of the coffee company’s stock after selling 26,138 shares during the period. Ledyard National Bank’s […]

Maple Capital Management Inc. lifted its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 1.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 85,061 shares of the company’s stock after buying an additional 1,253 shares during the period. Zoetis […]

Mattern Wealth Management LLC reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,865 shares of the company’s stock after selling 454 shares during the period. Mattern Wealth Management […]

Cetera Trust Company N.A lessened its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,962 shares of the company’s stock after selling 100 shares during the quarter. Cetera Trust Company N.A’s holdings […]

Sierra Capital LLC cut its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 57.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,204 shares of the company’s stock after selling 3,037 shares during the period. Sierra Capital LLC’s […]