Fiducient Advisors LLC acquired a new stake in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 5,190 shares of the oil and gas company’s stock, valued at approximately $785,000. A number […]

Ascent Wealth Partners LLC bought a new position in International Business Machines Co. (NYSE:IBM – Free Report) in the third quarter, HoldingsChannel reports. The fund bought 1,638 shares of the technology company’s stock, valued at approximately $230,000. Several other hedge funds and other institutional investors have also bought and sold shares of IBM. Avestar Capital […]

Tompkins Financial Corp lessened its position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 33.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 200 shares of the exchange traded fund’s stock after selling 100 shares during the […]

O Shaughnessy Asset Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,492 shares of the company’s stock after acquiring an additional 310 shares […]

Graybill Wealth Management LTD. boosted its holdings in shares of Brookfield Co. (NYSE:BN – Free Report) by 2.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 134,742 shares of the company’s stock after purchasing an additional 3,159 shares during the quarter. Brookfield makes […]

Kintegral Advisory LLC raised its position in Cencora, Inc. (NYSE:COR – Free Report) by 501.7% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 19,219 shares of the company’s stock after buying an additional 16,025 shares during the period. Kintegral Advisory LLC’s holdings in Cencora were worth […]

Renaissance Technologies LLC increased its position in Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 11.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 659,100 shares of the transportation company’s stock after buying an additional 68,500 shares during […]

New England Research & Management Inc. reduced its holdings in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 39.6% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,300 shares of the industrial products company’s stock after selling 3,473 shares during the period. New England Research & Management Inc.’s holdings in Emerson […]

Truvestments Capital LLC purchased a new position in Insight Enterprises, Inc. (NASDAQ:NSIT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund purchased 2,206 shares of the software maker’s stock, valued at approximately $409,000. Several other large investors also recently added to or reduced their stakes in the business. GAMMA Investing LLC purchased a […]

Venturi Wealth Management LLC decreased its position in Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 5.2% in the third quarter, Holdings Channel reports. The institutional investor owned 7,149 shares of the company’s stock after selling 389 shares during the period. Venturi Wealth Management LLC’s holdings in Procore Technologies were worth $467,000 as of its […]

Marks Group Wealth Management Inc reduced its stake in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 36.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 28,004 shares of the company’s stock after selling 16,212 shares during the quarter. Marks Group Wealth Management Inc’s holdings in iShares Global Tech […]

O Shaughnessy Asset Management LLC lowered its stake in American Tower Co. (NYSE:AMT – Free Report) by 30.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,752 shares of the real estate investment trust’s stock after selling 5,140 shares during the […]

Koshinski Asset Management Inc. cut its position in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 3.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,471 shares of the company’s stock after selling 609 shares during the quarter. Koshinski Asset Management […]

Ashton Thomas Private Wealth LLC trimmed its position in Colgate-Palmolive (NYSE:CL – Free Report) by 3.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,251 shares of the company’s stock after selling 465 shares during the quarter. Ashton […]

SOA Wealth Advisors LLC. decreased its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,925 shares of the company’s stock after selling 807 shares during the quarter. SOA Wealth Advisors […]

Institute for Wealth Management LLC. trimmed its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 4.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 50,585 shares of the exchange traded fund’s stock after selling 2,586 shares during the quarter. Institute for Wealth Management LLC.’s holdings in iShares MSCI […]

Hurlow Wealth Management Group Inc. cut its position in L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 3.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,981 shares of the company’s stock after selling 73 shares during the quarter. Hurlow Wealth Management Group Inc.’s […]

Calamos Wealth Management LLC reduced its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 9.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,347 shares of the company’s stock after selling 255 shares during the period. Calamos Wealth Management LLC’s holdings […]

Mutual of America Capital Management LLC decreased its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 158,206 shares of the apparel and home fashions retailer’s stock after selling […]

Cambridge Investment Research Advisors Inc. decreased its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 6.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 187,309 shares of the company’s stock after selling 13,129 shares during the period. Cambridge […]

Hibernia Wealth Partners LLC bought a new position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 296 shares of the exchange traded fund’s stock, valued at approximately $28,000. Other institutional investors and hedge […]

Strategic Blueprint LLC raised its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 16.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 79,591 shares of the company’s stock after buying an additional 11,404 shares during the quarter. Vanguard Growth ETF makes up about 2.0% of […]

Renaissance Technologies LLC decreased its stake in shares of Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) by 20.6% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 131,049 shares of the real estate investment trust’s stock after selling 33,900 shares during the […]

Onyx Bridge Wealth Group LLC reduced its stake in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 42.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 10,887 shares of the company’s stock after selling 7,930 shares during the period. Onyx Bridge Wealth Group LLC’s holdings in Vanguard […]

Mutual of America Capital Management LLC boosted its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 220,764 shares of the company’s stock after acquiring an additional 972 shares […]

While outsourcing certain business functions can free up teams to work on other tasks, businesses leaders should take care in what they hand off.

Kolinsky Wealth Management LLC reduced its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 23.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 942 shares of the conglomerate’s stock after selling 282 shares during the period. Kolinsky Wealth […]

Guggenheim Capital LLC decreased its stake in Equity LifeStyle Properties, Inc. (NYSE:ELS – Free Report) by 4.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 76,181 shares of the real estate investment trust’s stock after selling 3,236 shares during the period. Guggenheim […]

Ellis Investment Partners LLC raised its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 3.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,372 shares of the transportation company’s stock after buying an additional 994 shares during the quarter. […]

Castle Rock Wealth Management LLC increased its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 18.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,227 shares of the semiconductor company’s stock after acquiring an additional 978 […]

Collective Family Office LLC lifted its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 5.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,950 shares of the exchange traded fund’s stock after purchasing an additional 103 […]

Geode Capital Management LLC boosted its holdings in OneMain Holdings, Inc. (NYSE:OMF – Free Report) by 0.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,893,235 shares of the financial services provider’s stock after purchasing an additional 4,956 shares […]

Kathmere Capital Management LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 38,300 shares of the company’s stock after buying an additional 200 shares during the quarter. Vanguard Small-Cap ETF […]

Global Trust Asset Management LLC lessened its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 29.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,490 shares of the exchange traded fund’s stock after selling 7,621 shares […]

Collaborative Wealth Managment Inc. bought a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,652 shares of the company’s stock, valued at approximately $320,000. Several other hedge funds and other […]

Dakota Wealth Management raised its holdings in AT&T Inc. (NYSE:T – Free Report) by 9.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 81,268 shares of the technology company’s stock after buying an additional 7,348 shares during the period. Dakota Wealth Management’s holdings […]

Alliance Wealth Advisors LLC lifted its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 2.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,472 shares of the company’s stock after buying an additional 248 shares during the quarter. Alliance […]

Guggenheim Capital LLC grew its stake in CubeSmart (NYSE:CUBE – Free Report) by 7.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,439 shares of the real estate investment trust’s stock after buying an additional 6,770 shares during […]

Cornerstone Wealth Management LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,232 shares of the information services provider’s stock after selling 1,360 shares during the quarter. Cornerstone […]

Los Angeles Capital Management LLC trimmed its holdings in shares of American Express (NYSE:AXP) by 59.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 162,685 shares of the payment services company’s stock after selling 236,529 shares during the quarter. […]

Centurion Wealth Management LLC trimmed its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 12.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 690 shares of the aerospace company’s stock after selling 94 shares during the period. Centurion Wealth Management […]

Northwest Bancshares Inc. lowered its holdings in Chubb Limited (NYSE:CB – Free Report) by 1.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 25,353 shares of the financial services provider’s stock after selling 445 shares during the quarter. Northwest Bancshares Inc.’s holdings in […]

Clear Harbor Asset Management LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,598 shares of the company’s stock after acquiring an additional 70 […]

WASHOUGAL — Gov. Jay Inslee visited Clark County’s biggest solar array Friday, which he called integral to Washington’s transition to clean energy.

Western Wealth Management LLC grew its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,394 shares of the industrial products company’s stock after buying an additional […]

Calamos Wealth Management LLC boosted its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 6,879.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,984 shares of the restaurant operator’s stock after buying an additional 18,712 shares during the quarter. Calamos Wealth […]

Columbus Macro LLC increased its stake in shares of iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) by 13.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 56,496 shares of the company’s stock after purchasing an additional 6,667 […]

Cypress Wealth Services LLC decreased its holdings in iShares GNMA Bond ETF (NASDAQ:GNMA – Free Report) by 22.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,788 shares of the company’s stock after selling 1,941 shares during the quarter. […]

Dakota Wealth Management reduced its position in shares of ASML Holding (NASDAQ:ASML – Free Report) by 47.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,358 shares of the semiconductor company’s stock after selling 1,215 shares during the quarter. Dakota Wealth […]

Pure Financial Advisors LLC boosted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 13.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,528 shares of the company’s stock after purchasing an additional 9,357 shares during […]