Joule Financial LLC lowered its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 33.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,061 shares of the biopharmaceutical company’s stock after selling 4,570 shares during the quarter. Joule Financial LLC’s holdings in Pfizer were […]

Marshall Financial Group LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.6% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,577 shares of the company’s stock after buying an additional 194 shares during the period. Marshall Financial Group LLC’s […]

AlphaMark Advisors LLC reduced its position in shares of Onsemi (NASDAQ:ON – Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,061 shares of the semiconductor company’s stock after selling 479 shares during the period. AlphaMark Advisors […]

Good Life Advisors LLC lifted its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 16.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 20,632 shares of the company’s stock after purchasing an additional 2,910 shares during the period. Good Life […]

Global Retirement Partners LLC trimmed its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 11.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 53,574 shares of the company’s stock after selling 7,058 shares during the period. Global Retirement Partners […]

Avaii Wealth Management LLC decreased its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 9.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,889 shares of the company’s stock after selling 202 shares during the period. Avaii Wealth Management LLC’s holdings in Procter […]

Market Street Wealth Management Advisors LLC increased its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 2.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,890 shares of the company’s stock after purchasing an additional 76 shares during the period. Market […]

FLC Capital Advisors lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.5% during the third quarter, HoldingsChannel.com reports. The firm owned 4,772 shares of the company’s stock after selling 945 shares during the period. FLC Capital Advisors’ holdings in AbbVie were worth $942,000 at the end of the most recent […]

Naviter Wealth LLC lessened its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,750 shares of the industrial products company’s stock after selling 61 shares during the quarter. Naviter Wealth LLC’s holdings in […]

Ironwood Financial llc lowered its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,788 shares of the company’s stock after selling 84 shares during the period. Ironwood Financial llc’s holdings in PepsiCo were worth $304,000 as of its most recent SEC filing. Other […]

Armstrong Fleming & Moore Inc lifted its holdings in 3M (NYSE:MMM – Free Report) by 23.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 3,119 shares of the conglomerate’s stock after acquiring an additional 600 shares during the quarter. Armstrong Fleming & Moore Inc’s […]

Mezzasalma Advisors LLC raised its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 28.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,089 shares of the insurance provider’s stock after buying an additional 1,367 shares during the quarter. Mezzasalma […]

SPC Financial Inc. decreased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,419 shares of the exchange traded fund’s stock after selling 443 shares during the quarter. SPC Financial Inc.’s holdings […]

Tamar Securities LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,032 shares of the exchange traded fund’s stock after selling 126 shares during the quarter. Tamar Securities LLC’s […]

Tamar Securities LLC bought a new position in NXP Semiconductors (NASDAQ:NXPI – 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 bought 1,560 shares of the semiconductor provider’s stock, valued at approximately $374,000. A number of other […]

Bfsg LLC reduced its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 273,172 shares of the biopharmaceutical company’s stock after selling 2,143 shares during the period. Pfizer makes up approximately 0.9% of Bfsg LLC’s holdings, making the stock its 26th biggest […]

Patton Fund Management Inc. lessened its holdings in shares of DaVita Inc. (NYSE:DVA – Free Report) by 5.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 31,872 shares of the company’s stock after selling 1,695 shares during the period. Patton Fund Management Inc.’s holdings in DaVita were worth $5,225,000 as of its most […]

Ironwood Financial llc decreased its stake in Cencora, Inc. (NYSE:COR – Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,979 shares of the company’s stock after selling 152 shares during the period. Ironwood Financial llc’s holdings in […]

Kaydan Wealth Management Inc. acquired a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 2,908 shares of the company’s stock, valued at approximately $330,000. A number of other hedge funds have also bought […]

Naviter Wealth LLC raised its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,691 shares of the wireless technology company’s stock after buying an additional 144 shares during the period. […]

Twelve Points Wealth Management LLC lifted its holdings in shares of Jabil Inc. (NYSE:JBL – Free Report) by 7.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,982 shares of the technology company’s stock after buying an additional 1,268 shares during […]

Kaydan Wealth Management Inc. bought a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,146 shares of the company’s stock, valued at approximately $226,000. Other institutional investors and […]

Hengehold Capital Management LLC boosted its position in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 54,537 shares of the company’s stock after buying an additional 2,015 shares during the quarter. […]

ZWJ Investment Counsel Inc. decreased its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,393 shares of the biopharmaceutical company’s stock after selling 2,214 shares during the period. ZWJ Investment Counsel Inc.’s holdings […]

Asset Dedication LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 9.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,121 shares of the electric vehicle producer’s stock after selling 447 shares during the quarter. Asset Dedication […]

Opal Wealth Advisors LLC lifted its stake in shares of PPL Co. (NYSE:PPL – Free Report) by 1,111.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,492 shares of the utilities provider’s stock after buying an additional 5,956 shares during the […]

MN Wealth Advisors LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 903.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,048 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,445 shares during the quarter. MN Wealth Advisors LLC’s […]

ERn Financial LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1,012.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,052 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,508 shares during the period. ERn Financial LLC’s holdings […]

ERn Financial LLC boosted its stake in shares of FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR – Free Report) by 21.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,704 shares of the company’s stock after purchasing an additional […]

Jamison Private Wealth Management Inc. grew its position in shares of Unilever PLC (NYSE:UL – Free Report) by 202.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 605 shares of the company’s stock after buying an additional 405 shares during the […]

ZWJ Investment Counsel Inc. raised its position in OUTFRONT Media Inc. (NYSE:OUT – Free Report) by 2.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,446,420 shares of the financial services provider’s stock after purchasing an additional 38,327 shares during the […]

Twelve Points Wealth Management LLC boosted its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,452 shares of the asset manager’s stock after purchasing an additional 494 […]

Wolff Wiese Magana LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.6% during the third quarter, Holdings Channel reports. The institutional investor owned 12,712 shares of the company’s stock after purchasing an additional 328 shares during the quarter. PepsiCo comprises approximately 1.5% of Wolff Wiese Magana LLC’s portfolio, making the stock […]

nVerses Capital LLC acquired a new position in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 12,100 shares of the company’s stock, valued at approximately $996,000. A number of other hedge funds have […]