Forum Financial Management LP decreased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 61,644 shares of the biopharmaceutical company’s stock after selling 3,917 shares during the period. […]

Forum Financial Management LP trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,187 shares of the information services provider’s stock after selling 395 shares during the quarter. Forum Financial Management LP’s […]

WFA Asset Management Corp lifted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,003 shares of the company’s stock after acquiring an additional 55 shares during the quarter. AbbVie accounts for 0.8% […]

Donaldson Capital Management LLC trimmed its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 3.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,561 shares of the technology company’s stock after selling 363 shares during the quarter. Donaldson Capital […]

Northeast Investment Management lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 100,099 shares of the biopharmaceutical company’s stock after selling 5,459 shares during the quarter. Northeast Investment Management’s holdings in Pfizer […]

Harbor Capital Advisors Inc. grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,119 shares of the company’s stock after acquiring an additional 92 shares during the period. […]

Silicon Valley Capital Partners lessened its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 33,278 shares of the CRM provider’s stock after selling 3,115 shares during the period. Salesforce comprises approximately […]

Forum Financial Management LP increased its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 112,115 shares of the technology company’s stock after acquiring an additional 2,391 shares […]

Silicon Valley Capital Partners grew its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 42.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 517 shares of the company’s stock after buying an additional 154 shares during the period. […]

Silicon Valley Capital Partners raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 42.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,692 shares of the credit services provider’s stock after buying an additional 502 shares during the quarter. Silicon Valley […]

Robeco Institutional Asset Management B.V. lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 726,244 shares of the company’s stock after selling 97,473 shares during the quarter. Robeco Institutional Asset […]

AM Investment Strategies LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 9.1% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 371 shares of the company’s stock after purchasing an additional 31 shares during the period. AM Investment Strategies […]

BSW Wealth Partners decreased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 13.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,290 shares of the medical research company’s stock after selling 343 shares during the […]

Capital Advisors Inc. OK raised its position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,066 shares of the exchange traded fund’s stock after buying an additional 154 shares […]

Cardinal Strategic Wealth Guidance lowered its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 752 shares of the credit services provider’s stock after selling 30 shares during the quarter. Cardinal Strategic […]

Key Financial Inc lifted its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.5% during the third quarter, HoldingsChannel reports. The firm owned 883 shares of the company’s stock after buying an additional 13 shares during the quarter. Key Financial Inc’s holdings in Eli Lilly and Company were worth $782,000 […]

Latko Wealth Management Ltd. bought a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 29,025 shares of the company’s stock, valued at approximately $3,296,000. Merck & […]

Realta Investment Advisors lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 87.3% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 775 shares of the credit services provider’s stock after selling 5,343 shares during the quarter. Realta Investment Advisors’ holdings […]

Optas LLC grew its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,242 shares of the CRM provider’s stock after acquiring an additional 107 shares during the period. Optas LLC’s holdings in […]

Optas LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,740 shares of the information services provider’s stock after purchasing an additional 4,722 shares during the quarter. Alphabet makes […]

Confluence Wealth Services Inc. lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 67,694 shares of the biopharmaceutical company’s stock after purchasing an additional 670 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Pfizer were worth $1,959,000 as […]

James Investment Research Inc. boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 30.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,592 shares of the biopharmaceutical company’s stock after purchasing an additional 9,712 shares during […]

BSW Wealth Partners lifted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 51,824 shares of the biopharmaceutical company’s stock after buying an additional 619 shares during the quarter. BSW Wealth Partners’ […]

Prosperitas Financial LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 6.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,089 shares of the company’s stock after acquiring an additional 191 […]

Whitener Capital Management Inc. boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.2% in the third quarter, Holdings Channel.com reports. The fund owned 41,942 shares of the company’s stock after buying an additional 1,286 shares during the quarter. PepsiCo comprises 2.0% of Whitener Capital Management Inc.’s holdings, making the stock […]