Asset Management One Co. Ltd. lessened its stake in Danaher Co. (NYSE:DHR – Free Report) by 1.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 283,645 shares of the conglomerate’s stock after selling 3,918 shares during the period. Asset Management One Co. Ltd.’s holdings […]

KG&L Capital Management LLC raised its position in shares of Fair Isaac Co. (NYSE:FICO – Free Report) by 44.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 250 shares of the technology company’s stock after buying an additional 77 shares during the […]

TrueWealth Advisors LLC reduced its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 24.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,523 shares of the cable giant’s stock after selling 1,772 shares during […]

Clear Creek Financial Management LLC raised its position in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 27.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 58,425 shares of the exchange traded fund’s stock after buying an additional 12,548 shares […]

Robeco Institutional Asset Management B.V. lifted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 7.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,581,006 shares of the company’s stock after purchasing an additional 104,323 shares during the quarter. […]

Gladstone Institutional Advisory LLC cut its holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,254 shares of the company’s stock after selling 97 shares during the quarter. Gladstone Institutional […]

Lodestone Wealth Management LLC lessened its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 26.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 6,615 shares of the company’s stock after selling 2,347 shares during the quarter. Lodestone Wealth Management LLC’s holdings in Coca-Cola were worth $475,000 at the end of the most […]

Harbour Investment Management LLC increased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.9% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 34,950 shares of the biopharmaceutical company’s stock after purchasing an additional 660 shares during the quarter. Harbour […]

Prossimo Advisors LLC bought a new position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,550 shares of the company’s stock, valued at approximately $226,000. A number of other institutional investors have also made changes […]

Allen Wealth Management LLC raised its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 16.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,439 shares of the company’s stock after buying an additional 200 shares during the period. Allen Wealth Management LLC’s holdings in AbbVie were worth $284,000 at the end […]

Angeles Wealth Management LLC grew its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 34.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,358 shares of the biopharmaceutical company’s stock after purchasing an additional 3,163 shares during the period. Angeles Wealth […]

Angeles Wealth Management LLC raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,600 shares of the asset manager’s stock after buying an additional 183 shares during the […]

Angeles Wealth Management LLC grew its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 36.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 15,797 shares of the biopharmaceutical company’s stock after purchasing an additional 4,217 shares during the quarter. Angeles Wealth Management LLC’s holdings in Pfizer were worth $457,000 as of its most […]

Prosperitas Financial LLC raised its stake in AutoNation, Inc. (NYSE:AN – Free Report) by 11.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 14,096 shares of the company’s stock after acquiring an additional 1,476 shares during the period. Prosperitas Financial LLC’s holdings in AutoNation were worth $2,522,000 as of its most recent SEC filing. […]

Cannon Global Investment Management LLC bought a new position in Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 71,000 shares of the company’s stock, valued at approximately $590,000. Maravai LifeSciences accounts for about 0.9% of Cannon Global Investment Management […]

Chicago Partners Investment Group LLC cut its holdings in shares of Innovator IBD 50 ETF (NYSEARCA:FFTY – Free Report) by 18.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 70,471 shares of the company’s stock after selling 15,710 shares during the quarter. Chicago Partners […]

Cigna Investments Inc. New acquired a new stake in Omnicom Group Inc. (NYSE:OMC – 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 institutional investor acquired 2,021 shares of the business services provider’s stock, valued at approximately $209,000. Other […]

Fernwood Investment Management LLC decreased its position in shares of Biogen Inc. (NASDAQ:BIIB – Free Report) by 4.2% during the 3rd quarter, Holdings Channel reports. The fund owned 2,760 shares of the biotechnology company’s stock after selling 120 shares during the quarter. Fernwood Investment Management LLC’s holdings in Biogen were worth $535,000 at the end […]

Greenwich Wealth Management LLC acquired a new position in shares of Eaton Co. plc (NYSE:ETN – Free Report) in the third quarter, HoldingsChannel.com reports. The firm acquired 685 shares of the industrial products company’s stock, valued at approximately $227,000. Several other hedge funds also recently modified their holdings of ETN. Capital World Investors grew its […]

Harvey Capital Management Inc. acquired a new stake in shares of Aquestive Therapeutics, Inc. (NASDAQ:AQST – Free Report) during the third quarter, HoldingsChannel reports. The fund acquired 17,600 shares of the company’s stock, valued at approximately $88,000. Several other institutional investors have also added to or reduced their stakes in the stock. Janney Montgomery Scott […]

Lodestone Wealth Management LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 1.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,669 shares of the enterprise software provider’s stock after selling 72 shares during the period. Lodestone Wealth Management LLC’s holdings in Oracle […]

Nvwm LLC boosted its holdings in shares of General Motors (NYSE:GM – Free Report) (TSE:GMM.U) by 1,036.2% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 33,485 shares of the auto manufacturer’s stock after buying an additional 30,538 shares during the period. Nvwm LLC’s holdings in General Motors were worth $1,501,000 as of […]

TrueWealth Advisors LLC increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.7% during the third quarter, Holdings Channel reports. The fund owned 18,699 shares of the biopharmaceutical company’s stock after acquiring an additional 490 shares during the quarter. TrueWealth Advisors LLC’s holdings in Pfizer were worth $541,000 at the end […]

Principal Securities Inc. decreased its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 5.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,865 shares of the asset manager’s stock after selling 927 shares during the period. Principal Securities Inc.’s holdings […]

Private Wealth Management Group LLC decreased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 5.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 485,162 shares of the company’s stock after selling 27,998 shares during the quarter. Dimensional US Small Cap Value ETF comprises 5.9% of Private […]

Realta Investment Advisors lowered its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 90.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 182 shares of the company’s stock after selling 1,787 shares during the period. Realta Investment Advisors’ holdings […]

Prosperitas Financial LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 12.9% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,782 shares of the electric vehicle producer’s stock after buying an additional 318 shares during the period. Prosperitas Financial LLC’s holdings in […]

TrueWealth Advisors LLC lessened its stake in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 2.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 5,245 shares of the company’s stock after selling 137 shares during the quarter. TrueWealth Advisors LLC’s holdings in Vanguard Mega Cap ETF were worth $1,084,000 at the end of […]