Triangle Securities Wealth Management cut its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,954 shares of the company’s stock after selling 793 shares during the quarter. Triangle Securities […]

Exencial Wealth Advisors LLC cut its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,831 shares of the CRM provider’s stock after selling 73 shares during the quarter. Exencial Wealth Advisors LLC’s holdings […]

Morningstar Investment Services LLC grew its holdings in shares of Mizuho Financial Group, Inc. (NYSE:MFG – Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 97,358 shares of the bank’s stock after purchasing an additional 6,825 shares […]

Sumitomo Mitsui Trust Holdings Inc. trimmed its position in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 5.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 635,057 shares of the business services provider’s stock after selling 35,815 […]

GraniteShares Advisors LLC trimmed its position in Sunoco LP (NYSE:SUN – Free Report) by 3.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 31,667 shares of the oil and gas company’s stock after selling 1,188 shares during the period. Sunoco accounts for approximately 1.4% of GraniteShares Advisors […]

Ropes Wealth Advisors LLC raised its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,867 shares of the retailer’s stock after buying an additional 463 shares during the quarter. Ropes Wealth […]

Pathway Financial Advisers LLC raised its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 38,392.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 431,112 shares of the biopharmaceutical company’s stock after buying an additional 429,992 […]

Indiana Trust & Investment Management CO reduced its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,340 shares of the technology company’s stock after selling 100 shares during […]

Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 2.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 250,559 shares of the utilities provider’s stock after buying an additional 5,879 shares during the quarter. Zurcher […]

Advisor Partners II LLC reduced its stake in Omnicom Group Inc. (NYSE:OMC – Free Report) by 1.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,797 shares of the business services provider’s stock after selling 205 shares during the period. Advisor Partners II […]

Intech Investment Management LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.5% during the 4th quarter, HoldingsChannel reports. The fund owned 304,465 shares of the financial services provider’s stock after selling 10,895 shares during the period. JPMorgan Chase & Co. comprises approximately 0.8% of Intech Investment Management LLC’s portfolio, making […]

Capital Investment Services of America Inc. cut its position in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 271,677 shares of the company’s stock after selling 1,402 shares during the quarter. Fiserv accounts for […]

TFC Financial Management Inc. grew its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 9.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,837 shares of the cell phone carrier’s stock after purchasing an additional 344 shares during the […]

Intellectus Partners LLC decreased its position in Nucor Co. (NYSE:NUE – Free Report) by 3.7% during the 4th quarter, HoldingsChannel reports. The fund owned 4,754 shares of the basic materials company’s stock after selling 183 shares during the quarter. Intellectus Partners LLC’s holdings in Nucor were worth $830,000 as of its most recent SEC filing. […]

Axxcess Wealth Management LLC purchased a new stake in shares of First Horizon Co. (NYSE:FHN – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 244,649 shares of the financial services provider’s stock, valued at approximately $2,696,000. Several other institutional investors have […]

Janney Capital Management LLC lifted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 144,008 shares of the company’s stock after acquiring an additional 1,377 shares during the period. AbbVie accounts for about 1.6% of […]

Verdence Capital Advisors LLC boosted its position in shares of Whirlpool Co. (NYSE:WHR – Free Report) by 18.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,392 shares of the company’s stock after purchasing an additional 532 shares during the period. Verdence Capital […]

Baron Wealth Management LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 1.2% 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 7,007 shares of the oil and gas company’s stock after buying an additional […]

Lutz Financial Services LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 124,218 shares of the company’s stock after selling 1,584 shares during the period. iShares S&P 500 Value ETF […]

Ascent Wealth Partners LLC cut its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 61.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,484 shares of the cell phone carrier’s stock after selling 71,261 shares during the quarter. Ascent […]

Morris Financial Concepts Inc. reduced its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 6.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,732 shares of the company’s stock after selling 3,289 shares during the quarter. iShares Short Treasury Bond […]

Convergence Investment Partners LLC raised its position in shares of Splunk Inc. (NASDAQ:SPLK – Free Report) by 6.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,366 shares of the software company’s stock after purchasing an additional 190 shares during […]

Verdence Capital Advisors LLC lowered its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 45.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,173 shares of the oil and gas company’s stock after selling 25,433 shares during […]

Bath Savings Trust Co trimmed its holdings in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 19.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,633 shares of the company’s stock after selling 618 shares […]

Cornerstone Wealth Group LLC grew its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,181 shares of the company’s stock after buying an additional 190 shares during the period. […]

Stratos Wealth Partners LTD. raised its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 175,716 shares of the company’s stock after acquiring an additional 3,086 shares during the period. Stratos Wealth Partners LTD.’s holdings in Merck & Co., Inc. were […]

Bleakley Financial Group LLC lifted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 47.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 14,599 shares of the exchange traded fund’s stock after acquiring an additional 4,690 shares during the period. Bleakley […]

WestEnd Advisors LLC grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 1.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 228,454 shares of the retailer’s stock after buying an additional 3,183 shares during the quarter. Walmart accounts for approximately […]

City Holding Co. trimmed its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 13.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,544 shares of the medical technology company’s stock after selling 2,917 shares during the period. City Holding Co.’s holdings […]

Community Bank System (NYSE:CBU – Get Free Report) and Virginia National Bankshares (NASDAQ:VABK – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, valuation, earnings, analyst recommendations, risk, institutional ownership and dividends. Dividends Community Bank System pays an […]

Gabelli Funds LLC reduced its holdings in IDEX Co. (NYSE:IEX – Free Report) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 241,250 shares of the industrial products company’s stock after selling 2,600 shares during the period. Gabelli Funds LLC’s holdings in IDEX […]

Eudaimonia Advisors LLC cut its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 7.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,811 shares of the biopharmaceutical company’s stock after selling 389 shares during the period. Eudaimonia Advisors LLC’s […]

STAR Financial Bank decreased its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 8.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,759 shares of the asset manager’s stock after selling 165 shares during the period. […]

Valley National Bancorp (NASDAQ:VLY – Get Free Report) has earned a consensus recommendation of “Hold” from the eight analysts that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation and two have assigned a buy recommendation to the company. […]

Dorsey & Whitney Trust CO LLC lessened its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 0.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 38,688 shares of the retailer’s stock after selling 340 shares during the […]

M Holdings Securities Inc. lessened its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 56.5% in the second quarter, Holdings Channel reports. The institutional investor owned 875 shares of the retailer’s stock after selling 1,136 shares during the period. M Holdings Securities Inc.’s holdings in Costco Wholesale were worth $471,000 at the end […]

Banque Cantonale Vaudoise raised its stake in shares of Keysight Technologies, Inc. (NYSE:KEYS – Free Report) by 62.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,350 shares of the scientific and technical instruments company’s stock after buying an additional 3,995 shares […]

Everhart Financial Group Inc. bought a new position in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 6,534 shares of the pipeline company’s stock, valued at approximately $220,000. A number of other […]

Ariel Investments LLC lessened its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 19.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,405,865 shares of the cell phone carrier’s stock after selling 837,819 shares during the quarter. Ariel Investments […]

SS&H Financial Advisors Inc. acquired a new stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) in the third quarter, Holdings Channel reports. The firm acquired 14,600 shares of the industrial products company’s stock, valued at approximately $1,410,000. A number of other large investors have also added to or reduced their stakes in […]

Amica Mutual Insurance Co. increased its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 96.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,300 shares of the asset manager’s stock after acquiring an additional 3,587 shares during the period. Amica Mutual […]

Carmel Capital Partners LLC decreased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 8.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,183 shares of the fast-food giant’s stock after selling 115 shares during the period. Carmel Capital Partners LLC’s […]

Aurora Private Wealth Inc. raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,651 shares of the company’s stock after buying an additional 185 shares during the period. […]

Nomura Asset Management Co. Ltd. cut its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 8.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 361,066 shares of the real estate investment trust’s stock after selling 33,161 […]

Milestone Investment Advisors LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 160 shares of the industrial products company’s stock, valued at approximately $44,000. Other institutional investors also recently modified their holdings […]

ORG Partners LLC lessened its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 7.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,554 shares of the biopharmaceutical company’s stock after selling 2,022 shares during the quarter. ORG Partners LLC’s holdings […]

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,069,968 shares of the CRM provider’s stock after purchasing an additional […]

Truvestments Capital LLC lowered its stake in shares of Terex Co. (NYSE:TEX – Free Report) by 86.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 953 shares of the industrial products company’s stock after selling 6,075 shares during the period. Truvestments […]

MainStreet Investment Advisors LLC reduced its holdings in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 5.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,372 shares of the company’s stock after selling 528 shares during the period. MainStreet Investment Advisors […]

Meyer Handelman Co. reduced its position in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 139,968 shares of the industrial products company’s stock after selling 10,082 […]