M Holdings Securities Inc. cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 17.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,757 shares of the company’s stock after selling 1,235 shares during […]

First Horizon Advisors Inc. decreased its position in Halliburton (NYSE:HAL – Free Report) by 20.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 14,026 shares of the oilfield services company’s stock after selling 3,662 shares during the period. First Horizon Advisors Inc.’s holdings in Halliburton were worth […]

Schroder Investment Management Group lifted its position in Kornit Digital Ltd. (NASDAQ:KRNT – Free Report) by 498.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 356,548 shares of the industrial products company’s stock after purchasing an additional 296,932 shares during the quarter. Schroder Investment […]

Franklin Street Advisors Inc. NC grew its position in Walmart Inc. (NYSE:WMT – Free Report) by 4.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 80,349 shares of the retailer’s stock after acquiring an additional 3,528 shares during the quarter. Franklin Street Advisors Inc. […]

Boston Trust Walden Corp lifted its stake in shares of Eversource Energy (NYSE:ES – Free Report) by 14.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,039,458 shares of the utilities provider’s stock after buying an additional 129,906 shares during the period. Boston Trust […]

Principal Securities Inc. acquired a new position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 6,473 shares of the business services provider’s stock, valued at approximately $1,332,000. Several other […]

Cornerstone Wealth Group LLC grew its position in shares of DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND – Free Report) by 4.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,294 shares of the company’s stock after purchasing an additional 1,159 shares during […]

Schroder Investment Management Group lowered its position in Group 1 Automotive, Inc. (NYSE:GPI – Free Report) by 5.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,168 shares of the company’s stock after selling 2,064 shares during the quarter. Schroder Investment Management […]

Aletheian Wealth Advisors LLC grew its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,693 shares of the company’s stock after acquiring an additional 273 shares during […]

North Ridge Wealth Advisors Inc. lifted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 3.5% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 435,543 shares of the company’s stock after buying an additional 14,579 […]

Graham Capital Management L.P. boosted its position in shares of AptarGroup, Inc. (NYSE:ATR – Free Report) by 105.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,897 shares of the industrial products company’s stock after purchasing an additional 9,198 shares during the quarter. Graham […]

Cape Investment Advisory Inc. decreased its stake in shares of Bank of America Co. (NYSE:BAC) by 10.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,043 shares of the financial services provider’s stock after selling 1,496 shares during the period. Cape Investment Advisory Inc.’s holdings […]

Prairie Sky Financial Group LLC purchased a new stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 191,620 shares of the company’s stock, valued at approximately $9,631,000. SPDR Portfolio S&P 500 […]

Greenwood Capital Associates LLC raised its holdings in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 17.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,040 shares of the semiconductor provider’s stock after acquiring an additional 4,390 shares during the quarter. Greenwood […]

SVB Wealth LLC raised its position in Twilio Inc. (NYSE:TWLO – Free Report) by 27.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,610 shares of the technology company’s stock after purchasing an additional 2,078 shares during the quarter. SVB Wealth LLC’s holdings […]

Chicago Partners Investment Group LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 199,514 shares of the company’s stock after purchasing an additional 14,855 shares during the period. Vanguard […]

Financial & Tax Architects LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.8% during the 2nd quarter, Holdings Channel.com reports. The firm owned 172,717 shares of the company’s stock after selling 3,238 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about […]

Salem Investment Counselors Inc. increased its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 15.4% during the third quarter, Holdings Channel.com reports. The fund owned 18,696 shares of the company’s stock after acquiring an additional 2,488 shares during the quarter. Salem Investment Counselors Inc.’s holdings in Schwab […]

SNS Financial Group LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 130,916 shares of the company’s stock after acquiring an additional 10,269 shares during […]

Harbor Capital Advisors Inc. decreased its stake in Veritex Holdings, Inc. (NASDAQ:VBTX – Free Report) by 17.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,784 shares of the financial services provider’s stock after selling 6,616 shares during the period. Harbor Capital […]

Catalina Capital Group LLC boosted its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,389 shares of the business services provider’s stock after acquiring an additional […]

ORG Partners LLC reduced its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 46.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,991 shares of the company’s stock after selling 25,608 shares during the period. ORG Partners LLC’s holdings […]

MinichMacGregor Wealth Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,882 shares of the company’s stock, valued at approximately $204,000. A number of other hedge funds also […]

Deroy & Devereaux Private Investment Counsel Inc. decreased its holdings in Cedar Fair, L.P. (NYSE:FUN – Free Report) by 29.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,550 shares of the company’s stock after selling 23,550 shares […]

Greenfield Savings Bank bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 892 shares of the company’s stock, valued at approximately $383,000. A number of other hedge funds have also recently modified their holdings […]

Investment Research & Advisory Group Inc. increased its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 1.4% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,235 shares of the asset manager’s stock after purchasing an additional 70 shares during the […]

Northeast Financial Group Inc. acquired a new position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 4,297 shares of the company’s stock, valued at approximately $236,000. A number of other institutional investors have […]

Earnest Partners LLC grew its holdings in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 31.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 634,441 shares of the semiconductor manufacturer’s stock after purchasing an additional 151,587 shares during […]

Centennial Wealth Advisory LLC decreased its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 7.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,546 shares of the company’s stock after selling 1,917 shares during the […]

Sage Financial Management Group Inc. bought a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 296,141 shares of the company’s stock, valued at approximately $14,985,000. Schwab US Large-Cap […]

Blue Edge Capital LLC boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 15,693 shares of the home improvement retailer’s stock after purchasing an additional 62 shares during the period. Home Depot comprises 1.0% […]

Coldstream Capital Management Inc. reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,283 shares of the exchange traded fund’s stock after selling 1,134 shares during the quarter. Coldstream […]

180 Wealth Advisors LLC lowered its position in Union Pacific Co. (NYSE:UNP – Free Report) by 3.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,895 shares of the railroad operator’s stock after selling 222 shares during the period. 180 Wealth Advisors LLC’s holdings […]

Epoch Investment Partners Inc. trimmed its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 258,684 shares of the company’s stock after selling 9,062 shares during the period. Epoch Investment […]

Cigna Investments Inc. New cut its stake in Moderna, Inc. (NASDAQ:MRNA – Free Report) by 11.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,576 shares of the company’s stock after selling 460 shares during the period. Cigna Investments Inc. New’s holdings […]

Principal Financial Group Inc. reduced its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 1.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 264,472 shares of the semiconductor company’s stock after selling 3,723 shares during the quarter. […]

Westwood Holdings Group Inc. trimmed its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 0.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,539 shares of the company’s stock after selling 339 shares […]

Legend Financial Advisors Inc. raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 93 shares of the healthcare conglomerate’s stock after purchasing an additional 20 shares during the quarter. Legend Financial Advisors Inc.’s holdings in UnitedHealth Group were worth $49,000 as […]

Northstar Group Inc. lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 100,196 shares of the information services provider’s stock after selling 314 shares during the quarter. Alphabet makes up […]

Financial Consulate Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,131 shares of the company’s stock after purchasing an additional 805 shares during the […]

Harbor Capital Advisors Inc. lowered its stake in shares of Huron Consulting Group Inc. (NASDAQ:HURN – Free Report) by 7.5% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,537 shares of the business services provider’s stock after selling 935 shares during the period. Harbor Capital Advisors […]

Sage Financial Group Inc. cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 42.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,290 shares of the company’s stock after selling 4,632 shares during the quarter. Sage Financial […]

Sumitomo Mitsui Trust Holdings Inc. lifted its stake in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 9.6% in the third quarter, Holdings Channel.com reports. The firm owned 324,358 shares of the apparel retailer’s stock after buying an additional 28,305 shares during the period. Sumitomo Mitsui Trust Holdings Inc.’s holdings in Lululemon Athletica were worth […]

Sweeney & Michel LLC bought a new position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 104,326 shares of the cell phone carrier’s stock, valued at approximately $4,224,000. Verizon Communications accounts for approximately […]

Harbor Capital Advisors Inc. raised its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 17.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,241 shares of the medical research company’s stock after buying an additional 187 shares during […]

Frisch Financial Group Inc. purchased a new position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 477 shares of the Internet television network’s stock, valued at approximately $210,000. Other hedge funds […]

PPS&V Asset Management Consultants Inc. boosted its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 67,851 shares of the company’s stock after purchasing an additional 3,500 shares during the quarter. […]

Everhart Financial Group Inc. raised its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 20.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,459 shares of the company’s stock after buying an additional 423 shares during the period. […]

Gabelli Funds LLC cut its stake in Blackstone Mortgage Trust, Inc. (NYSE:BXMT – Free Report) by 3.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 182,500 shares of the real estate investment trust’s stock after selling 7,167 shares during the period. Gabelli Funds LLC’s holdings in Blackstone Mortgage Trust were worth $3,634,000 at the […]

Guidance Capital Inc. raised its holdings in Public Storage (NYSE:PSA – Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,309 shares of the real estate investment trust’s stock after acquiring an additional 47 shares during the […]