Garrison Asset Management LLC boosted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 742 shares of the retailer’s stock after purchasing an additional 16 shares during the period. Garrison Asset Management […]

KG&L Capital Management LLC trimmed its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 8.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,775 shares of the credit services provider’s stock after selling 240 shares during the period. KG&L Capital […]

Kanawha Capital Management LLC reduced its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 35.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 123,165 shares of the chip maker’s stock after selling 66,427 shares during the period. Kanawha Capital […]

Blue Square Asset Management LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,112 shares of the company’s stock after acquiring an additional 135 shares during […]

PDS Planning Inc decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,095 shares of the network equipment provider’s stock after selling 277 shares during the quarter. […]

Kanawha Capital Management LLC boosted its stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 71,618 shares of the basic materials company’s stock after purchasing an additional 197 shares during […]

Donaldson Capital Management LLC lessened its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 10.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,610 shares of the software maker’s stock after selling 1,211 shares during the period. Donaldson […]

PDS Planning Inc grew its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,046 shares of the wireless technology company’s stock after acquiring an additional 141 shares during the period. PDS […]

Robeco Institutional Asset Management B.V. lifted its position in American Express (NYSE:AXP) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 547,051 shares of the payment services company’s stock after purchasing an additional 10,749 shares during the quarter. Robeco Institutional […]

Princeton Global Asset Management LLC lessened its holdings in shares of The Hershey Company (NYSE:HSY – Free Report) by 16.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 300 shares of the company’s stock after selling 58 shares during […]

World Equity Group Inc. boosted its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 34.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,835 shares of the investment management company’s stock after buying an additional 720 shares […]

Kanawha Capital Management LLC boosted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,044 shares of the retailer’s stock after purchasing an additional 345 shares during the period. Kanawha Capital Management LLC’s holdings […]

Capital Investment Services of America Inc. lowered its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 5.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,191 shares of the information technology services provider’s stock after selling 2,278 shares […]

Emerald Advisers LLC decreased its position in Immunovant, Inc. (NASDAQ:IMVT – Free Report) by 13.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 250,039 shares of the company’s stock after selling 38,525 shares during the period. Emerald Advisers LLC owned about 0.17% of Immunovant worth $7,129,000 […]

Confluence Wealth Services Inc. trimmed its position in ANSYS, Inc. (NASDAQ:ANSS – Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,516 shares of the software maker’s stock after selling 50 shares during the quarter. Confluence Wealth Services Inc.’s holdings […]

Harbor Capital Advisors Inc. lifted its stake in WEX Inc. (NYSE:WEX – Free Report) by 111.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,869 shares of the business services provider’s stock after buying an additional 13,104 shares during the period. […]

Harbor Capital Advisors Inc. grew its stake in Adient plc (NYSE:ADNT – Free Report) by 147.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 205,858 shares of the company’s stock after purchasing an additional 122,565 shares during the period. Harbor […]

HS Management Partners LLC cut its stake in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 18.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,903 shares of the business services provider’s stock after selling 4,808 shares during the period. Booking accounts […]

Vestor Capital LLC grew its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 16.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,384 shares of the retailer’s stock after acquiring an additional 198 shares during the […]

Northeast Investment Management grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 25.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,414 shares of the ride-sharing company’s stock after buying an additional 6,110 shares during the period. Northeast […]

Conning Inc. raised its holdings in shares of The Hershey Company (NYSE:HSY – Free Report) by 78.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,029 shares of the company’s stock after purchasing an additional 895 shares during the […]

Cohen Capital Management Inc. lifted its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 16.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,712 shares of the semiconductor company’s stock after purchasing an additional 240 shares during the period. […]

QRG Capital Management Inc. cut its holdings in Vistra Corp. (NYSE:VST – Free Report) by 37.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 163,046 shares of the company’s stock after selling 96,254 shares during the quarter. QRG Capital Management Inc.’s […]

Kanawha Capital Management LLC reduced its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 0.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,652 shares of the company’s stock after selling 355 shares during the quarter. Kanawha Capital Management LLC’s holdings […]

Kanawha Capital Management LLC decreased its position in MetLife, Inc. (NYSE:MET – Free Report) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 59,202 shares of the financial services provider’s stock after selling 1,160 shares during the quarter. Kanawha Capital Management LLC’s […]

QRG Capital Management Inc. lifted its holdings in Bank of America Co. (NYSE:BAC) by 3.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 896,803 shares of the financial services provider’s stock after buying an additional 31,807 shares […]

Capital Investment Services of America Inc. trimmed its position in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 7.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,160 shares of the technology company’s stock after selling 6,228 […]

Cohen Capital Management Inc. grew its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 5.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 329,304 shares of the pipeline company’s stock after acquiring an additional 15,711 shares […]

Vestor Capital LLC decreased its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 99.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 528 shares of the company’s stock after selling 58,372 shares during the quarter. Vestor Capital LLC’s holdings […]

HS Management Partners LLC decreased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 10.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 649,540 shares of the footwear maker’s stock after selling 75,835 shares during the period. NIKE accounts for […]

Asset Management One Co. Ltd. grew its position in shares of 3M (NYSE:MMM – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 351,828 shares of the conglomerate’s stock after buying an additional 9,901 shares during the […]

Lansing Street Advisors purchased a new stake in shares of Aon plc (NYSE:AON – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 584 shares of the financial services provider’s stock, valued at approximately $202,000. A number of other hedge funds and other […]

Clear Creek Financial Management LLC reduced its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,574 shares of the asset manager’s stock after selling 89 shares during […]

Princeton Global Asset Management LLC boosted its holdings in shares of DT Midstream, Inc. (NYSE:DTM – Free Report) by 8.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,525 shares of the company’s stock after purchasing an additional 200 […]

Robeco Institutional Asset Management B.V. grew its holdings in shares of Infosys Limited (NYSE:INFY – Free Report) by 68.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 24,339,983 shares of the technology company’s stock after buying an additional 9,923,744 shares during the quarter. Infosys […]

Princeton Global Asset Management LLC lifted its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 360.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 230 shares of the conglomerate’s stock after buying an additional 180 shares during the […]

Janney Capital Management LLC trimmed its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 1.0% during the third quarter, Holdings Channel.com reports. The firm owned 33,103 shares of the information technology services provider’s stock after selling 319 shares during the quarter. Janney Capital Management LLC’s holdings in Accenture were worth $11,702,000 as […]

Baxter Bros Inc. trimmed its position in Abbott Laboratories (NYSE:ABT – Free Report) by 4.9% during the third quarter, HoldingsChannel.com reports. The fund owned 1,927 shares of the healthcare product maker’s stock after selling 100 shares during the period. Baxter Bros Inc.’s holdings in Abbott Laboratories were worth $220,000 at the end of the most […]

Ceredex Value Advisors LLC acquired a new position in shares of Scorpio Tankers Inc. (NYSE:STNG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 104,900 shares of the shipping company’s stock, valued at approximately $7,479,000. A number of other institutional investors […]

Creative Financial Designs Inc. ADV boosted its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 8.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,594 shares of the oil and gas company’s stock after acquiring an additional 852 shares during the period. Creative […]

Creative Financial Designs Inc. ADV boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 3.1% in the 3rd quarter, Holdings Channel.com reports. The fund owned 724 shares of the investment management company’s stock after buying an additional 22 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings […]

TrueWealth Advisors LLC grew its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 91.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,563 shares of the company’s stock after purchasing an additional 748 shares during the period. TrueWealth Advisors LLC’s holdings in CrowdStrike were worth $438,000 at the end of […]

Emerald Mutual Fund Advisers Trust reduced its position in shares of Agilysys, Inc. (NASDAQ:AGYS – Free Report) by 5.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 171,322 shares of the software maker’s stock after selling 9,211 shares during the quarter. Emerald Mutual Fund Advisers Trust’s holdings in Agilysys were worth $18,669,000 at the […]

Focus Financial Network Inc. lifted its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 3.4% in the third quarter, HoldingsChannel.com reports. The firm owned 2,442 shares of the company’s stock after acquiring an additional 81 shares during the period. Focus Financial Network Inc.’s holdings in CrowdStrike were worth $685,000 as of its most […]

Focus Financial Network Inc. boosted its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 6.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 272 shares of the company’s stock after buying an additional 16 shares during the quarter. Focus Financial Network Inc.’s holdings in MercadoLibre were worth $558,000 at the end […]

Fort L.P. decreased its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 7.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 72 shares of the business services provider’s stock after selling 6 shares during the quarter. Booking accounts for about 0.8% of Fort L.P.’s investment portfolio, making the stock its 27th […]

Fort Pitt Capital Group LLC boosted its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 18.7% in 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 77,957 shares of the semiconductor company’s stock after buying an additional […]

Harvey Capital Management Inc. lowered its position in Fiserv, Inc. (NYSE:FI – Free Report) by 0.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 11,670 shares of the business services provider’s stock after selling 100 shares during the period. Harvey Capital Management Inc.’s holdings in Fiserv were worth $2,097,000 as of its most recent […]

Harbor Capital Advisors Inc. raised its position in HealthStream, Inc. (NASDAQ:HSTM – Free Report) by 141.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 400,033 shares of the technology company’s stock after buying an additional 234,148 shares during the period. […]

Fort Pitt Capital Group LLC grew its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 29.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,821 shares of the technology company’s stock after purchasing an additional 413 shares during […]