Aurora Investment Managers LLC. acquired a new stake in TransDigm Group Incorporated (NYSE:TDG – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 2,814 shares of the aerospace company’s stock, valued at approximately $2,373,000. TransDigm Group makes up about 1.9% of Aurora […]

Astoria Portfolio Advisors LLC. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,884 shares of the healthcare conglomerate’s stock after purchasing an additional 61 shares during the period. Astoria Portfolio Advisors […]

Hills Bank & Trust Co lowered its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 0.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,819 shares of the business services provider’s stock after selling 49 shares during the period. Hills […]

Carderock Capital Management Inc. lifted its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 1.8% during the 3rd quarter, Holdings Channel reports. The fund owned 10,230 shares of the software maker’s stock after buying an additional 182 shares during the quarter. Carderock Capital Management Inc.’s holdings in Intuit were worth $5,227,000 at […]

Sentry Investment Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 19.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,832 shares of the credit services provider’s stock after selling 1,149 shares during the quarter. […]

Maryland State Retirement & Pension System grew its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 0.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 69,988 shares of the technology company’s stock after acquiring an additional 571 shares […]

Banque Pictet & Cie SA trimmed its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 41.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,927 shares of the retailer’s stock after selling 41,688 shares during the quarter. Banque Pictet & […]

Sonora Investment Management Group LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,741 shares of the social networking company’s stock after purchasing an additional 1,764 shares during […]

Bank of New York Mellon Corp decreased its stake in shares of Hubbell Incorporated (NYSE:HUBB – Free Report) by 2.0% during the third quarter, HoldingsChannel reports. The firm owned 1,469,138 shares of the industrial products company’s stock after selling 30,619 shares during the quarter. Bank of New York Mellon Corp’s holdings in Hubbell were worth […]

Kingswood Wealth Advisors LLC purchased a new position in Consolidated Edison, Inc. (NYSE:ED – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,663 shares of the utilities provider’s stock, valued at approximately $826,000. Several other large investors have also […]

Shares of Aclaris Therapeutics, Inc. (NASDAQ:ACRS – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the eight analysts that are presently covering the firm, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. The average 1-year […]

Venturi Wealth Management LLC decreased its holdings in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 4.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,186 shares of the industrial products company’s stock after selling 146 shares during the period. Venturi […]

Birchcreek Wealth Management LLC acquired a new position in shares of Trane Technologies plc (NYSE:TT – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 1,000 shares of the company’s stock, valued at approximately $203,000. Other hedge funds and other institutional investors have […]

Fjarde AP Fonden Fourth Swedish National Pension Fund cut its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 570,886 shares of the company’s stock after selling 3,400 shares during the […]

Foster & Motley Inc. grew its holdings in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) by 19.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,105 shares of the transportation company’s stock after buying an additional […]

Koshinski Asset Management Inc. reduced its holdings in Modine Manufacturing (NYSE:MOD – Free Report) by 44.6% in the third quarter, HoldingsChannel reports. The firm owned 12,114 shares of the auto parts company’s stock after selling 9,772 shares during the period. Koshinski Asset Management Inc.’s holdings in Modine Manufacturing were worth $554,000 at the end of […]

Stack Financial Management Inc boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 52,039 shares of the healthcare conglomerate’s stock after purchasing an additional 283 shares during the quarter. UnitedHealth Group comprises […]

Lisanti Capital Growth LLC boosted its position in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 10.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 33,615 shares of the financial services provider’s stock after buying an additional 3,135 shares during the […]

Capital Investment Advisory Services LLC raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,889 shares of the Internet television network’s stock after acquiring an additional 33 shares during the quarter. Capital Investment […]

WealthShield Partners LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 134.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,067 shares of the company’s stock after purchasing an additional 1,186 shares during the quarter. WealthShield Partners LLC’s holdings […]

Folger Nolan Fleming Douglas Capital Management Inc. decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,093 shares of the company’s stock after selling 449 […]

Sonora Investment Management Group LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 20,381 shares of the healthcare conglomerate’s stock after buying an additional 431 shares during the period. Sonora Investment Management Group LLC’s holdings in UnitedHealth Group were […]

Morse Asset Management Inc trimmed its holdings in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 28.0% in the 1st quarter, Holdings Channel reports. The fund owned 5,939 shares of the technology company’s stock after selling 2,314 shares during the quarter. Morse Asset Management Inc’s holdings in Generac were worth $749,000 as of its most […]

Aua Capital Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,856 shares of the information services provider’s stock after buying an additional 1,044 […]

Kingswood Wealth Advisors LLC acquired a new position in shares of Ball Co. (NYSE:BALL – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 14,143 shares of the company’s stock, valued at approximately $704,000. Several other large investors have also modified their holdings of the […]

Nichols & Pratt Advisers LLP MA trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 347,281 shares of the network equipment provider’s stock after selling 19,254 shares during […]

Accurate Wealth Management LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,522 shares of the information services provider’s stock after selling 596 shares during the period. Accurate Wealth Management […]

Harbor Capital Advisors Inc. reduced its position in shares of Tronox Holdings plc (NYSE:TROX – Free Report) by 19.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,493 shares of the company’s stock after selling 12,692 shares during the quarter. […]

Legacy Financial Group LLC raised its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 88.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,653 shares of the financial services provider’s stock after acquiring an additional 14,423 shares […]

Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 6.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 4,966 shares of the business services provider’s stock after purchasing an additional 314 shares during the period. […]

Strategic Investment Advisors MI reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 49.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 46,892 shares of the network equipment provider’s stock after selling 45,331 shares during the quarter. […]

Canvas Wealth Advisors LLC lifted its position in Sea Limited (NYSE:SE – Free Report) by 108.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,319 shares of the Internet company based in Singapore’s stock after acquiring an additional 5,380 shares during the quarter. […]

Berger Financial Group Inc acquired a new position in shares of Innovator International Developed Power Buffer ETF-October (NYSEARCA:IOCT – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 29,998 shares of the company’s stock, valued at approximately $838,000. […]

Hanson & Doremus Investment Management boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 15.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 427 shares of the social networking company’s stock after acquiring an additional […]

Parkside Financial Bank & Trust lifted its position in Schlumberger Limited (NYSE:SLB – Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,016 shares of the oil and gas company’s stock after acquiring an additional 305 shares […]

Ropes Wealth Advisors LLC boosted its holdings in Morgan Stanley (NYSE:MS – Free Report) by 57.9% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,781 shares of the financial services provider’s stock after acquiring an additional 1,753 shares during the quarter. Ropes Wealth Advisors LLC’s holdings in Morgan Stanley were worth $390,000 at […]

B. Riley Wealth Advisors Inc. reduced its position in Mastercard Incorporated (NYSE:MA – Free Report) by 4.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 36,666 shares of the credit services provider’s stock after selling 1,707 shares during the quarter. B. Riley Wealth Advisors […]

Maryland State Retirement & Pension System lifted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 195,654 shares of the company’s stock after buying an additional 1,497 […]

Professional Financial Advisors LLC cut its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,418 shares of the information services provider’s stock after selling 262 shares during the quarter. Professional Financial Advisors LLC’s holdings […]

Sentry Investment Management LLC reduced its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 52.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,177 shares of the information technology services provider’s stock after selling 1,285 shares during the period. Sentry […]

Gitterman Wealth Management LLC bought a new stake in Walmart Inc. (NYSE:WMT – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,255 shares of the retailer’s stock, valued at approximately $201,000. Several other large investors have also recently […]

Capital Investment Advisory Services LLC raised its position in Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 46.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 45,237 shares of the pipeline company’s stock after purchasing an additional 14,377 shares during the period. Capital Investment Advisory Services LLC’s holdings in Enbridge were worth $1,501,000 as […]

Pinnacle Wealth Management Advisory Group LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 229,526 shares of the company’s stock after […]

Hanson & Doremus Investment Management lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,404 shares of the company’s stock after purchasing an additional 214 shares during the quarter. […]

Liberty One Investment Management LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.0% in the 3rd quarter, Holdings Channel reports. The firm owned 5,375 shares of the healthcare conglomerate’s stock after purchasing an additional 303 shares during the period. Liberty One Investment Management LLC’s holdings in UnitedHealth Group were worth […]

Verdence Capital Advisors LLC raised its holdings in Johnson Controls International plc (NYSE:JCI – Free Report) by 6.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,043 shares of the company’s stock after buying an additional 288 shares during the quarter. Verdence Capital Advisors […]

Consumer advocate Ralph Nader has built his life’s reputation on his fights with corporate America. But it turns out there are some CEOs he actually likes.

Kingswood Wealth Advisors LLC boosted its stake in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,540 shares of the company’s stock after purchasing an additional 291 […]

Maryland State Retirement & Pension System raised its position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 1.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,452 shares of the software maker’s stock after buying an additional 504 […]

Fjarde AP Fonden Fourth Swedish National Pension Fund cut its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 233,560 shares of the financial services provider’s stock after selling […]