Toth Financial Advisory Corp trimmed its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 0.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,788 shares of the medical technology company’s stock after selling 179 shares during the period. […]

Alpha Omega Wealth Management LLC cut its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.5% during the third quarter, Holdings Channel reports. The institutional investor owned 13,836 shares of the company’s stock after selling 657 shares during the quarter. Alpha Omega Wealth Management LLC’s holdings in Altria Group were worth […]

Boston Trust Walden Corp lessened its stake in American Financial Group, Inc. (NYSE:AFG – Free Report) by 0.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 427,299 shares of the insurance provider’s stock after selling 3,919 shares during the quarter. […]

Versor Investments LP decreased its position in shares of Cogent Communications Holdings, Inc. (NASDAQ:CCOI – Free Report) by 29.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,022 shares of the technology company’s stock after selling 2,870 shares during the period. […]

Lumature Wealth Partners LLC boosted its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 37.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,100 shares of the real estate investment trust’s stock after purchasing an additional 2,500 shares during the […]

Coldstream Capital Management Inc. grew its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,766 shares of the industrial products company’s stock after purchasing an additional 404 shares during the […]

West Family Investments Inc. cut its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 9,000 shares of the retailer’s stock after selling 116 shares during the quarter. West Family Investments Inc.’s holdings in Walmart were worth $1,439,000 at the end […]

Cibc World Market Inc. trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 0.4% during the second quarter, Holdings Channel.com reports. The fund owned 57,202 shares of the information technology services provider’s stock after selling 225 shares during the quarter. Cibc World Market Inc.’s holdings in Accenture were worth $17,651,000 as […]

CGN Advisors LLC cut its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 6.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 22,918 shares of the company’s stock after selling 1,553 shares during the quarter. CGN Advisors LLC’s holdings in Procter & Gamble were worth $3,358,000 as of […]

DDD Partners LLC cut its position in shares of Accenture plc (NYSE:ACN – Free Report) by 36.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,021 shares of the information technology services provider’s stock after selling 13,431 shares during the quarter. DDD […]

Jackson Hole Capital Partners LLC reduced its stake in shares of Sony Group Co. (NYSE:SONY – Free Report) by 2.7% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 26,573 shares of the company’s stock after selling 724 shares during the period. Jackson Hole Capital Partners LLC’s […]

DekaBank Deutsche Girozentrale boosted its position in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 254,627 shares of the company’s stock after buying an additional 5,317 shares during the quarter. DekaBank Deutsche Girozentrale […]

Occidental Asset Management LLC lowered its stake in Hubbell Incorporated (NYSE:HUBB – Free Report) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,558 shares of the industrial products company’s stock after selling 123 shares during the quarter. Hubbell comprises […]

Redmile Group LLC trimmed its position in Amicus Therapeutics, Inc. (NASDAQ:FOLD – Free Report) by 10.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,257,286 shares of the biopharmaceutical company’s stock after selling 1,571,035 shares during the quarter. Amicus Therapeutics accounts for 5.7% […]

Lindbrook Capital LLC raised its stake in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 38.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,134 shares of the financial services provider’s stock after buying an additional 313 shares during the quarter. Lindbrook Capital […]

Horizon Family Wealth Inc. grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,105 shares of the information services provider’s stock after purchasing an additional 206 shares during the quarter. […]

Patriot Financial Group Insurance Agency LLC increased its position in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 8.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,170 shares of the specialty chemicals company’s stock after acquiring […]

Mitsubishi UFJ Trust & Banking Corp trimmed its position in Norfolk Southern Co. (NYSE:NSC – Free Report) by 3.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 166,363 shares of the railroad operator’s stock after selling 6,676 shares during the period. Mitsubishi UFJ Trust & Banking Corp […]

Thunderbird Partners LLP bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 809,153 shares of the semiconductor manufacturer’s stock, valued at approximately $51,066,000. Micron Technology accounts for about 15.7% of […]

Sustainable Insight Capital Management LLC lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 24.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,900 shares of the company’s stock after selling 1,900 shares during the quarter. Sustainable Insight Capital […]

Capital Insight Partners LLC lifted its position in shares of Tenaris S.A. (NYSE:TS – Free Report) by 11.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 85,167 shares of the industrial products company’s stock after purchasing an additional 8,745 shares during the period. […]

Sumitomo Mitsui Trust Holdings Inc. lessened its holdings in American International Group, Inc. (NYSE:AIG – Free Report) by 3.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,894,607 shares of the insurance provider’s stock after selling 74,664 shares during the period. Sumitomo Mitsui […]

Pettinga Financial Advisors LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,760 shares of the information services provider’s stock after selling 300 shares […]

Drake & Associates LLC bought a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 948 shares of the industrial products company’s stock, valued at approximately $280,000. Several other large […]

Kingfisher Capital LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 50,381 shares of the information services provider’s stock after selling 1,132 shares during the quarter. Alphabet accounts for […]

Jeppson Wealth Management LLC raised its holdings in Campbell Soup (NYSE:CPB – Free Report) by 11.4% in the third quarter, Holdings Channel reports. The fund owned 15,284 shares of the company’s stock after acquiring an additional 1,570 shares during the period. Jeppson Wealth Management LLC’s holdings in Campbell Soup were worth $628,000 at the end […]

Canada Pension Plan Investment Board lessened its stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 19.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 350,205 shares of the basic materials company’s stock after selling 84,569 shares during the quarter. Canada […]

Sierra Capital LLC trimmed its position in shares of Bain Capital Specialty Finance, Inc. (NYSE:BCSF – Free Report) by 42.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 44,569 shares of the company’s stock after selling 33,344 shares during the quarter. Sierra Capital […]

Public Employees Retirement System of Ohio decreased its position in Boston Properties, Inc. (NYSE:BXP – Free Report) by 2.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 266,195 shares of the real estate investment trust’s stock after selling 6,843 shares […]

Shepherd Kaplan Krochuk LLC purchased a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,566 shares of the company’s stock, valued at approximately $1,104,000. Merck & Co., Inc. accounts for approximately […]

Stifel Financial Corp grew its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,316,001 shares of the medical research company’s stock after acquiring an additional 33,325 shares during the period. Stifel Financial […]

Lake Street Financial LLC grew its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 6.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 81,400 shares of the ride-sharing company’s stock after buying an additional 4,819 shares […]

Eagle Rock Investment Company LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 56,656 shares of the company’s stock after selling 2,245 shares during the period. Merck & […]

Capital Research Global Investors cut its position in Confluent, Inc. (NASDAQ:CFLT – Free Report) by 10.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,498,651 shares of the company’s stock after selling 638,041 shares during the period. Capital Research Global Investors owned about 1.76% […]

Private Asset Management Inc. lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 258,550 shares of the biopharmaceutical company’s stock after selling 22,927 shares during the quarter. Pfizer makes up approximately 2.0% of Private […]

ArrowMark Colorado Holdings LLC trimmed its stake in Grand Canyon Education, Inc. (NASDAQ:LOPE – Free Report) by 0.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 722,826 shares of the company’s stock after selling 4,320 shares during the period. ArrowMark Colorado Holdings […]

Ativo Capital Management LLC trimmed its stake in shares of Woori Financial Group Inc. (NYSE:WF – Free Report) by 1.1% during the third quarter, HoldingsChannel reports. The fund owned 34,885 shares of the bank’s stock after selling 400 shares during the period. Ativo Capital Management LLC’s holdings in Woori Financial Group were worth $957,000 as […]

Quad Cities Investment Group LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,177 shares of the exchange traded fund’s stock after buying […]

Grandfield & Dodd LLC grew its position in shares of RTX Co. (NYSE:RTX – Free Report) by 13.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 341,925 shares of the company’s stock after acquiring an additional 41,218 shares […]

EverSource Wealth Advisors LLC reduced its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 7.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,035 shares of the company’s stock after selling 326 shares during the period. EverSource Wealth Advisors LLC’s […]

Private Portfolio Partners LLC grew its position in Morgan Stanley (NYSE:MS – Free Report) by 1.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 7,505 shares of the financial services provider’s stock after purchasing an additional 142 shares during the period. Private Portfolio Partners LLC’s holdings in Morgan Stanley were worth $641,000 […]

Buttonwood Financial Group LLC grew its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 65.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 170,329 shares of the company’s stock after acquiring an additional 67,583 shares during the […]

NEOS Investment Management LLC grew its position in American Tower Co. (NYSE:AMT – Free Report) by 47.3% during the 4th quarter, Holdings Channel reports. The firm owned 6,599 shares of the real estate investment trust’s stock after purchasing an additional 2,118 shares during the quarter. NEOS Investment Management LLC’s holdings in American Tower were worth […]

Waverly Advisors LLC cut its position in 3M (NYSE:MMM – Free Report) by 92.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,643 shares of the conglomerate’s stock after selling 31,866 shares during the period. Waverly Advisors LLC’s holdings in 3M were worth $247,000 […]

Resonate Capital LLC purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,889 shares of the retailer’s stock, valued at approximately $611,000. Walmart makes up about 4.0% of Resonate Capital […]

Aristotle Capital Boston LLC grew its holdings in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report) by 4.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 201,820 shares of the transportation company’s stock after acquiring an additional 8,789 shares during the quarter. Aristotle Capital Boston LLC’s holdings in Knight-Swift Transportation were worth […]

Bamco Inc. NY lessened its stake in Booz Allen Hamilton Holding Co. (NYSE:BAH – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 251,167 shares of the business services provider’s stock after selling 4,765 shares during the […]

West Coast Financial LLC reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 38.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,918 shares of the social networking company’s stock after selling 10,408 shares […]

MetLife Investment Management LLC lifted its stake in Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX – Free Report) by 9.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,755 shares of the company’s stock after acquiring an additional 3,126 shares during the quarter. MetLife Investment […]

JT Stratford LLC decreased its position in EPR Properties (NYSE:EPR – Free Report) by 3.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 25,505 shares of the real estate investment trust’s stock after selling 852 shares during the period. JT Stratford LLC’s holdings in EPR Properties were worth $1,194,000 as of its most […]