CRA Financial Services LLC grew its position in McDonald’s Co. (NYSE:MCD – Free Report) by 3.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,066 shares of the fast-food giant’s stock after buying an additional 191 shares during the quarter. CRA Financial Services […]

Value Partners Investments Inc. lessened its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 364,623 shares of the transportation company’s stock after selling 88 shares during the quarter. […]

Ameritas Investment Partners Inc. lessened its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,266 shares of the biopharmaceutical company’s stock after selling 4,702 shares during the period. Ameritas Investment Partners Inc.’s holdings […]

Castleview Partners LLC lifted its position in Abbott Laboratories (NYSE:ABT – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,990 shares of the healthcare product maker’s stock after acquiring an additional 158 shares during the quarter. Castleview Partners LLC’s […]

Pinnacle Financial Partners Inc trimmed its holdings in shares of National Health Investors, Inc. (NYSE:NHI – Free Report) by 3.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 47,007 shares of the real estate investment trust’s stock after selling 1,558 shares during the quarter. Pinnacle Financial Partners Inc’s holdings in National Health Investors were […]

Polaris Wealth Advisory Group LLC purchased a new stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 10,812 shares of the business services provider’s stock, valued at approximately $2,601,000. Other hedge funds […]

Koshinski Asset Management Inc. reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 5.3% during the third quarter, Holdings Channel.com reports. The firm owned 24,468 shares of the retailer’s stock after selling 1,364 shares during the period. Koshinski Asset Management Inc.’s holdings in Walmart were worth $3,913,000 at the end of the most […]

CFM Wealth Partners LLC lessened its stake in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 17.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 543 shares of the industrial products company’s stock after selling 118 shares during the quarter. CFM Wealth […]

Ropes Wealth Advisors LLC boosted its stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 17.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,244 shares of the company’s stock after purchasing an additional 332 shares during the period. Ropes Wealth Advisors LLC’s holdings in Fiserv were worth $253,000 as […]

Great Diamond Partners LLC reduced its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 7.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,406 shares of the financial services provider’s stock after selling 121 shares during the quarter. Great Diamond Partners […]

Beach Investment Counsel Inc. PA decreased its stake in BAE Systems plc (OTCMKTS:BAESY – Free Report) by 41.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 124,608 shares of the aerospace company’s stock after selling 89,393 shares during the period. Beach […]

Crescent Grove Advisors LLC cut its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 53.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,090 shares of the biopharmaceutical company’s stock after selling 5,785 shares during the quarter. Crescent Grove Advisors LLC’s […]

Stonegate Investment Group LLC reduced its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,497 shares of the healthcare product maker’s stock after selling 845 shares during the quarter. Stonegate Investment Group […]

Xponance Inc. increased its holdings in shares of Discover Financial Services (NYSE:DFS) by 2.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 31,876 shares of the financial services provider’s stock after purchasing an additional 850 shares during the period. Xponance Inc.’s holdings in […]

Epoch Investment Partners Inc. decreased its holdings in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 3.6% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 109,193 shares of the company’s stock after selling 4,066 shares during the period. Epoch Investment Partners Inc.’s holdings in Kimberly-Clark were […]

Atria Investments Inc reduced its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 9.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,127 shares of the technology company’s stock after selling 1,306 shares during the quarter. Atria Investments Inc’s holdings in […]

Beach Investment Counsel Inc. PA raised its holdings in CRH plc (NYSE:CRH – Free Report) by 9.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 180,874 shares of the construction company’s stock after buying an additional 15,108 shares during the quarter. CRH comprises […]

Guggenheim Capital LLC lowered its position in Gentex Co. (NASDAQ:GNTX – Free Report) by 7.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 118,841 shares of the auto parts company’s stock after selling 9,182 shares during the period. Guggenheim Capital LLC […]

Silverlake Wealth Management LLC decreased its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 7.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 71,842 shares of the technology company’s stock after selling 5,537 shares during the period. Silverlake Wealth Management LLC’s […]

Exchange Capital Management Inc. trimmed its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.7% in the third quarter, Holdings Channel reports. The institutional investor owned 36,345 shares of the biopharmaceutical company’s stock after selling 1,394 shares during the quarter. Exchange Capital Management Inc.’s holdings in Bristol-Myers Squibb were worth $2,109,000 as of its […]

Signature Wealth Management Partners LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 9.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,004 shares of the biopharmaceutical company’s stock after acquiring an additional 1,700 shares […]

First Affirmative Financial Network raised its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 11.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,737 shares of the medical technology company’s stock after purchasing an additional […]

Koshinski Asset Management Inc. trimmed its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 20,781 shares of the industrial products company’s stock after selling 277 shares during the quarter. Caterpillar accounts for 0.6% of Koshinski Asset Management Inc.’s investment portfolio, […]

PineStone Asset Management Inc. boosted its stake in Oracle Co. (NYSE:ORCL – Free Report) by 237.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,384,228 shares of the enterprise software provider’s stock after acquiring an additional 1,678,081 shares during the period. Oracle accounts for […]

Wealthspire Advisors LLC acquired a new position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,924 shares of the aerospace company’s stock, valued at approximately $208,000. Several other institutional investors have also modified their […]

Van Strum & Towne Inc. reduced its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 6.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 2,700 shares of the company’s stock after selling 200 shares during the period. Van Strum & Towne Inc.’s holdings in Kimberly-Clark were worth $326,000 at the […]

Catalyst Financial Partners LLC lifted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 17.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,291 shares of the financial services provider’s stock after acquiring an additional 1,222 shares during the quarter. […]

Hudson Value Partners LLC cut its stake in shares of Azenta, Inc. (NASDAQ:AZTA – Free Report) by 0.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,314 shares of the company’s stock after selling 374 shares during the […]

Cambridge Investment Research Advisors Inc. lifted its holdings in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 10.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 87,689 shares of the financial services provider’s stock after buying an additional 8,162 shares during the quarter. Cambridge Investment Research Advisors Inc.’s holdings in iShares […]

Redmile Group LLC increased its stake in Beam Therapeutics Inc. (NASDAQ:BEAM – Free Report) by 31.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,879,617 shares of the company’s stock after purchasing an additional 449,834 shares during the period. Beam Therapeutics accounts […]

Symmetry Partners LLC lowered its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,152 shares of the medical research company’s stock after selling 261 shares during the quarter. Symmetry […]

SS&H Financial Advisors Inc. purchased a new stake in Abbott Laboratories (NYSE:ABT – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 28,958 shares of the healthcare product maker’s stock, valued at approximately $2,805,000. Abbott Laboratories comprises about 1.3% […]

Summit Financial Strategies Inc. lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,389 shares of the company’s stock after selling 256 shares during the […]

Avantax Advisory Services Inc. boosted its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 30.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 85,940 shares of the utilities provider’s stock after acquiring an additional 19,938 shares during the quarter. Avantax […]

Torray Investment Partners LLC lifted its holdings in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,775 shares of the pipeline company’s stock after buying an additional 6,464 shares during the […]

Professional Advisory Services Inc. raised its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,261 shares of the company’s stock after buying an additional 2,074 shares during the period. Elevance Health comprises approximately […]

Sumitomo Mitsui Trust Holdings Inc. purchased a new stake in Fiserv, Inc. (NYSE:FI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,472,591 shares of the business services provider’s stock, valued at approximately $195,619,000. Sumitomo Mitsui Trust Holdings Inc. owned […]

Colonial River Wealth Management LLC purchased a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,186 shares of the utilities provider’s stock, valued at approximately $266,000. A number of other large […]

Avantax Advisory Services Inc. grew its stake in shares of National Grid plc (NYSE:NGG – Free Report) by 6.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 85,449 shares of the utilities provider’s stock after buying an additional 5,552 shares during the period. Avantax […]

Verum Partners LLC raised its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 16.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,433 shares of the fast-food giant’s stock after buying an additional 198 shares during the period. Verum Partners […]

Chicago Partners Investment Group LLC increased its stake in Biogen Inc. (NASDAQ:BIIB – Free Report) by 3.1% during the third quarter, according to its most recent filing with the SEC. The fund owned 1,650 shares of the biotechnology company’s stock after buying an additional 50 shares during the quarter. Chicago Partners Investment Group LLC’s holdings […]

Beverly Hills Private Wealth LLC lessened its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 17.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,278 shares of the company’s stock after selling 2,981 shares during the quarter. […]

Ignite Planners LLC raised its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 47.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 38,265 shares of the biopharmaceutical company’s stock after purchasing an additional 12,292 shares during the period. Ignite Planners LLC’s holdings in Pfizer were worth $1,281,000 as of its most recent […]

Energy Income Partners LLC boosted its position in ONEOK, Inc. (NYSE:OKE – Free Report) by 10.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,434,728 shares of the utilities provider’s stock after buying an additional 319,487 shares during the […]

Scott & Selber Inc. lowered its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 91,358 shares of the biopharmaceutical company’s stock after selling 872 shares during the period. […]

M Holdings Securities Inc. cut its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 73.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,950 shares of the cell phone carrier’s stock after selling 67,922 shares […]

Catalyst Financial Partners LLC bought a new position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 4,020 shares of the utilities provider’s stock, valued at approximately $328,000. A number of other institutional investors have also […]

Transform Wealth LLC decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 17.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 230,743 shares of the network equipment provider’s stock after selling 48,581 shares during the period. Cisco Systems accounts […]

Gallagher Fiduciary Advisors LLC cut its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,062 shares of the transportation company’s stock after selling 157 shares during the quarter. Gallagher Fiduciary Advisors LLC’s holdings in United Parcel Service were worth […]

Chevy Chase Trust Holdings LLC reduced its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,530 shares of the business services provider’s stock after selling 66 shares […]