Ossiam raised its stake in Ryan Specialty Holdings, Inc. (NYSE:RYAN – Free Report) by 66.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,191 shares of the company’s stock after acquiring an additional 1,270 shares during the quarter. Ossiam’s holdings in Ryan […]

Northeast Investment Management lifted its position in Schlumberger Limited (NYSE:SLB – Free Report) by 0.9% in the second quarter, HoldingsChannel.com reports. The firm owned 93,773 shares of the oil and gas company’s stock after acquiring an additional 873 shares during the period. Northeast Investment Management’s holdings in Schlumberger were worth $4,424,000 as of its most […]

Everett Harris & Co. CA boosted its position in Unilever PLC (NYSE:UL – Free Report) by 0.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,692,928 shares of the company’s stock after buying an additional 1,244 shares during the quarter. Unilever makes up […]

Sumitomo Mitsui DS Asset Management Company Ltd grew its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 188,329 shares of the company’s stock after buying an additional 8,604 shares […]

Financial Advocates Investment Management reduced its holdings in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 71.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,502 shares of the company’s stock after selling 6,138 shares during the […]

Tucker Asset Management LLC boosted its stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 19.6% 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 1,208 shares of the company’s stock after purchasing an additional […]

Meridian Investment Counsel Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 0.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 107,284 shares of the semiconductor company’s stock after purchasing an additional 535 shares […]

LSV Asset Management decreased its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 4.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 7,511,342 shares of the company’s stock after selling 340,379 shares during the period. Citigroup makes up about 0.7% of LSV Asset Management’s portfolio, making the stock its 29th biggest […]

KFG Wealth Management LLC raised its position in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL – Free Report) by 153.2% in the third quarter, HoldingsChannel.com reports. The fund owned 19,206 shares of the company’s stock after purchasing an additional 11,621 shares during the quarter. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity […]

Savoir Faire Capital Management L.P. bought a new stake in Anheuser-Busch InBev SA/NV (NYSE:BUD – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 86,627 shares of the consumer goods maker’s stock, valued at approximately $4,790,000. Anheuser-Busch InBev SA/NV comprises approximately 2.7% […]

Gilman Hill Asset Management LLC grew its position in Duke Energy Co. (NYSE:DUK – Free Report) by 5.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,849 shares of the utilities provider’s stock after acquiring an additional 138 shares during the period. Gilman Hill Asset Management LLC’s holdings in Duke Energy were […]

WT Wealth Management raised its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 14.5% in the third quarter, HoldingsChannel.com reports. The fund owned 916 shares of the company’s stock after purchasing an additional 116 shares during the quarter. WT Wealth Management’s holdings in Eli Lilly and Company were worth $492,000 as of […]

Handelsinvest Investeringsforvaltning lessened its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,380 shares of the construction company’s stock after selling 127 shares during the period. […]

Prosperity Financial Group Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,424 shares of the company’s stock after acquiring an additional 79 shares during the quarter. […]

Golden State Equity Partners lifted its position in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,710 shares of the company’s stock after acquiring an additional 567 shares during the quarter. Golden […]

Zurcher Kantonalbank Zurich Cantonalbank raised its stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) by 3.3% during the 3rd quarter, Holdings Channel reports. The fund owned 302,164 shares of the company’s stock after acquiring an additional 9,597 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Fiserv were worth $34,132,000 as of its most […]

Teamwork Financial Advisors LLC grew its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 6.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 2,585 shares of the utilities provider’s stock after acquiring an additional 150 shares during the quarter. Teamwork Financial Advisors LLC’s holdings in Duke Energy were worth […]

Dakota Community Bank & Trust NA boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 11.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 241 shares of the medical research company’s stock after acquiring […]

Janiczek Wealth Management LLC decreased its position in shares of The Bank of Nova Scotia (NYSE:BNS – Free Report) (TSE:BNS) by 6.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 3,827 shares of the bank’s stock after selling 248 shares during the period. Janiczek Wealth Management LLC’s […]

Portside Wealth Group LLC grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 209.7% in the third quarter, HoldingsChannel.com reports. The fund owned 3,106 shares of the company’s stock after buying an additional 2,103 shares during the period. Portside Wealth Group LLC’s holdings in Eli Lilly and Company were worth $1,676,000 […]

Albert D Mason Inc. lowered its position in shares of Snap-on Incorporated (NYSE:SNA – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 9,294 shares of the company’s stock after selling 145 shares during the period. Snap-on accounts for 1.7% of Albert D Mason […]

Hamel Associates Inc. trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,905 shares of the exchange traded fund’s stock after selling 665 shares during the quarter. […]

Morse Asset Management Inc cut its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.0% during the third quarter, Holdings Channel reports. The institutional investor owned 11,034 shares of the company’s stock after selling 338 shares during the quarter. Eli Lilly and Company comprises 1.9% of Morse Asset Management Inc’s […]

Graham Capital Management L.P. raised its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 261.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 57,077 shares of the bank’s stock after purchasing an additional 41,286 shares during the period. Graham Capital Management […]

Patriot Financial Group Insurance Agency LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,365 shares of the social networking company’s stock after purchasing an additional 2,315 shares during […]

&Partners raised its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 28.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,038 shares of the company’s stock after acquiring an additional 227 shares during the quarter. &Partners’ holdings in Eli Lilly and Company were worth $558,000 as of its most […]

Whittier Trust Co. lessened its stake in shares of iShares International Select Dividend ETF (BATS:IDV – Free Report) by 15.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,811 shares of the company’s stock after selling 4,311 shares during the quarter. […]

Pinnacle Wealth Management Advisory Group LLC decreased its position in shares of McKesson Co. (NYSE:MCK – Free Report) by 7.4% in the 3rd quarter, HoldingsChannel reports. The fund owned 1,219 shares of the company’s stock after selling 97 shares during the period. Pinnacle Wealth Management Advisory Group LLC’s holdings in McKesson were worth $530,000 as […]

Financial Advocates Investment Management decreased its holdings in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 4.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,800 shares of the company’s stock after selling 334 shares during the […]

Teamwork Financial Advisors LLC grew its holdings in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 38.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,840 shares of the oil and gas company’s stock after buying an additional 2,459 […]

WESPAC Advisors LLC decreased its stake in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 1.5% during the 3rd quarter, Holdings Channel reports. The firm owned 37,244 shares of the company’s stock after selling 570 shares during the period. iShares U.S. Medical Devices ETF comprises about 1.3% of WESPAC Advisors LLC’s […]

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Get Free Report) CEO John W. Swygert sold 2,342 shares of the stock in a transaction on Tuesday, January 2nd. The shares were sold at an average price of $75.23, for a total transaction of $176,188.66. Following the sale, the chief executive officer now directly owns 48,200 shares […]

Shulman DeMeo Asset Management LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,055 shares of the company’s stock after selling 43 shares during the quarter. Eli Lilly […]

Klein Pavlis & Peasley Financial Inc. lifted its position in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 13.3% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,630 shares of the basic materials company’s stock after buying an additional 3,000 shares during the […]

Silvercrest Asset Management Group LLC lessened its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.3% during the first quarter, Holdings Channel.com reports. The firm owned 111,770 shares of the biopharmaceutical company’s stock after selling 387 shares during the quarter. Silvercrest Asset Management Group LLC’s holdings in Bristol-Myers Squibb were worth $6,061,000 […]

Meridian Investment Counsel Inc. cut its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,443 shares of the biopharmaceutical company’s stock after selling 1,600 shares during the […]

Kentucky Retirement Systems Insurance Trust Fund reduced its position in shares of The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 7.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,687 shares of the company’s stock after selling 589 shares during […]

Purus Wealth Management LLC lessened its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 5.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,780 shares of the credit services provider’s stock after selling 348 shares during the quarter. […]

Intrepid Financial Planning Group LLC lifted its stake in Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS – Free Report) by 49.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,150 shares of the company’s stock after acquiring an additional 10,000 shares during the quarter. Intrepid Financial Planning […]

Tucker Asset Management LLC lifted its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 51.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,490 shares of the exchange traded fund’s stock after buying […]

Close Asset Management Ltd grew its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 25.0% during the third quarter, Holdings Channel reports. The institutional investor owned 5,502 shares of the company’s stock after acquiring an additional 1,099 shares during the period. Close Asset Management Ltd’s holdings in Eli Lilly and […]

WT Wealth Management boosted its holdings in Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV – Free Report) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 29,737 shares of the company’s stock after acquiring an additional 813 shares during the quarter. WT […]

Schmidt P J Investment Management Inc. lessened its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 9.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 24,287 shares of the company’s stock after selling 2,679 shares during […]

Thematics Asset Management cut its position in shares of Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 23,383 shares of the medical research company’s stock after selling 1,460 shares during the quarter. Thematics […]

Live Oak Private Wealth LLC increased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,809 shares of the company’s stock after buying an additional 40 shares […]

Walkner Condon Financial Advisors LLC lowered its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 37.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 361 shares of the software maker’s stock after selling 213 shares during […]

Sarasin & Partners LLP raised its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2,372.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 247,489 shares of the company’s stock after purchasing an additional 237,478 shares during the […]

Acropolis Investment Management LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 25.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 717 shares of the company’s stock after buying an additional 146 shares during the period. Acropolis Investment Management LLC’s holdings in Eli Lilly and […]

Retirement Systems of Alabama boosted its stake in Belden Inc. (NYSE:BDC – Free Report) by 2.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 249,573 shares of the industrial products company’s stock after buying an additional 5,209 shares during the […]

LexAurum Advisors LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 32.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,420 shares of the company’s stock after selling 674 shares during the period. LexAurum […]