Fluent Financial LLC lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 27.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,053 shares of the exchange traded fund’s stock after selling 3,396 shares during the period. Invesco QQQ comprises approximately 2.4% of […]

Courier Capital LLC grew its holdings in shares of ImmunityBio, Inc. (NASDAQ:IBRX – Free Report) by 100.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,000 shares of the company’s stock after acquiring an additional 56,000 shares during the […]

Cooper Investors PTY Ltd. lowered its position in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 83.8% in the third quarter, Holdings Channel.com reports. The fund owned 930 shares of the restaurant operator’s stock after selling 4,827 shares during the quarter. Cooper Investors PTY Ltd.’s holdings in Texas Roadhouse were worth $145,000 at […]

Fagan Associates Inc. increased its holdings in shares of Bank of America Corporation (NYSE:BAC) by 20.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 255,461 shares of the financial services provider’s stock after purchasing an additional 42,957 shares during […]

Cooper Investors PTY Ltd. trimmed its position in shares of Stevanato Group S.p.A. (NYSE:STVN – Free Report) by 22.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 517,487 shares of the company’s stock after selling 151,007 shares during the […]

Courier Capital LLC lifted its position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 105.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,612 shares of the real estate investment trust’s stock after acquiring an […]

Forvis Mazars Wealth Advisors LLC lessened its position in shares of Incyte Corporation (NASDAQ:INCY – Free Report) by 13.7% during the third quarter, Holdings Channel reports. The institutional investor owned 40,730 shares of the biopharmaceutical company’s stock after selling 6,446 shares during the quarter. Forvis Mazars Wealth Advisors LLC’s holdings in Incyte were worth $4,943,000 […]

Accel Wealth Management lifted its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 337.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,555 shares of the technology company’s stock after buying an additional 7,370 shares during the quarter. Accel Wealth Management’s holdings […]

Montrusco Bolton Investments Inc. reduced its stake in shares of Pool Corporation (NASDAQ:POOL – Free Report) by 16.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,995 shares of the specialty retailer’s stock after selling 5,300 shares during the quarter. Montrusco Bolton […]

Downshift Financial LLC cut its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 21.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 434,801 shares of the company’s stock after selling 120,740 shares during the quarter. Schwab US Large-Cap ETF comprises […]

Montrusco Bolton Investments Inc. cut its holdings in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 13.3% in the third quarter, HoldingsChannel reports. The fund owned 219,335 shares of the financial services provider’s stock after selling 33,648 shares during the quarter. Montrusco Bolton Investments Inc.’s holdings in Royal Bank Of Canada […]

Montrusco Bolton Investments Inc. lessened its stake in shares of RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) by 25.4% during the third quarter, Holdings Channel.com reports. The institutional investor owned 95,208 shares of the business services provider’s stock after selling 32,340 shares during the period. Montrusco Bolton Investments Inc.’s holdings in RB Global were […]

Fluent Financial LLC lessened its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 28.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 331,576 shares of the exchange traded fund’s stock after selling 129,257 shares during the quarter. iShares MSCI EAFE […]

Verus Wealth Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 9,939 shares of the enterprise software provider’s stock, valued at approximately $1,365,000. Several other institutional investors and hedge funds have […]

Montrusco Bolton Investments Inc. bought a new stake in shares of Linde PLC (NASDAQ:LIN – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 244,948 shares of the basic materials company’s stock, valued at approximately $116,265,000. Linde comprises about 1.9% […]

Courier Capital LLC decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 95.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,720 shares of the information services provider’s stock after selling 64,221 shares during the quarter. Courier Capital LLC’s holdings in Alphabet were worth $927,000 at the end of the […]

Forvis Mazars Wealth Advisors LLC lessened its position in KLA Corporation (NASDAQ:KLAC – Free Report) by 4.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,391 shares of the semiconductor company’s stock after selling 3,206 shares during the period. […]

Thor Investment Management Inc. OH ADV grew its stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) by 16.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 84,565 shares of the business services provider’s stock after acquiring an additional 11,771 shares during the quarter. […]

Montrusco Bolton Investments Inc. trimmed its position in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) by 16.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 143,429 shares of the bank’s stock after selling 28,469 shares […]

Wall Street Zen upgraded shares of C3.ai (NYSE:AI – Free Report) from a sell rating to a hold rating in a report issued on Sunday,Wall Street Zen reports. AI has been the subject of a number of other research reports. DA Davidson reaffirmed an “underperform” rating and issued a $7.00 price target on shares of […]

Cooper Investors PTY Ltd. lessened its stake in shares of Thomson Reuters Corp (NASDAQ:TRI – Free Report) by 12.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,753 shares of the company’s stock after selling 5,867 shares during the period. Thomson […]

Courier Capital LLC lessened its stake in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 60.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 18,000 shares of the chip maker’s stock after selling 27,351 shares during the period. Courier Capital LLC’s holdings in Intel were worth […]

Refined Wealth Management raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,323 shares of the exchange traded fund’s stock after buying an additional 1,305 shares during the period. […]

Accel Wealth Management grew its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 12.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 292,343 shares of the company’s stock after purchasing an additional 33,355 shares during […]

Montrusco Bolton Investments Inc. purchased a new position in shares of CME Group Inc. (NASDAQ:CME – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 289,492 shares of the financial services provider’s stock, valued at approximately $75,841,000. CME […]

Forvis Mazars Wealth Advisors LLC boosted its holdings in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 325.2% 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 39,391 shares of the basic materials company’s stock after purchasing an […]

Forte Asset Management LLC trimmed its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 24.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 124,186 shares of the company’s stock after selling 40,584 shares during the period. iShares Bitcoin Trust ETF makes up about 2.4% of Forte Asset Management LLC’s […]

Courier Capital LLC trimmed its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 91.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 10,466 shares of the exchange traded fund’s stock after selling 112,084 shares during the quarter. […]

Financial Planning Hawaii Inc. bought a new stake in shares of Danaher Corporation (NYSE:DHR – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,450 shares of the conglomerate’s stock, valued at approximately $764,000. Several other hedge funds and other […]

Accel Wealth Management acquired a new stake in Global X Cybersecurity ETF (NASDAQ:BUG – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 22,809 shares of the company’s stock, valued at approximately $1,053,000. A number of other institutional investors and hedge […]

Montrusco Bolton Investments Inc. lessened its position in Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 36.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 250,344 shares of the financial services provider’s stock after selling 144,310 shares during the quarter. Montrusco […]

Verus Wealth Management LLC grew its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 25.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 68,313 shares of the company’s stock after acquiring an additional 13,876 shares during the period. Avantis […]

Medtronic (NYSE:MDT – Get Free Report) had its target price dropped by analysts at BTIG Research from $100.00 to $99.00 in a research note issued to investors on Monday, Marketbeat reports. The firm presently has a “buy” rating on the medical technology company’s stock. BTIG Research’s price objective would indicate a potential upside of 6.76% […]

Lincoln Capital Corp cut its stake in shares of T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA – Free Report) by 51.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 70,875 shares of the company’s stock after selling 76,424 shares during the quarter. […]

Contravisory Investment Management Inc. boosted its stake in East West Bancorp, Inc. (NASDAQ:EWBC – Free Report) by 7,433.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 9,191 shares of the financial services provider’s stock after purchasing an additional 9,069 shares during the period. Contravisory Investment Management Inc.’s […]

Forvis Mazars Wealth Advisors LLC bought a new stake in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 618,459 shares of the company’s stock, valued at approximately $24,992,000. Forvis Mazars Wealth Advisors LLC owned […]

Montrusco Bolton Investments Inc. trimmed its position in shares of Pembina Pipeline Corp. (NYSE:PBA – Free Report) (TSE:PPL) by 8.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 206,061 shares of the pipeline company’s stock after selling 18,061 shares […]

Lear (NYSE:LEA – Get Free Report) had its price target dropped by research analysts at Royal Bank Of Canada from $143.00 to $139.00 in a research note issued to investors on Monday, MarketBeat.com reports. The firm currently has a “sector perform” rating on the auto parts company’s stock. Royal Bank Of Canada’s price objective would […]

Twele Capital Management Inc. acquired a new stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 18,103 shares of the company’s stock, valued at approximately $616,000. Other institutional investors have also […]

Verus Wealth Management LLC increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 16.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 67,352 shares of the company’s stock after purchasing an additional 9,495 […]

Montrusco Bolton Investments Inc. reduced its holdings in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 25.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,016,985 shares of the company’s stock after selling 672,046 shares during the quarter. Ryan Specialty comprises 1.2% of […]

Verus Wealth Management LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 129,305 shares of the exchange traded fund’s stock after acquiring […]

Shares of Chevron Corporation (NYSE:CVX – Get Free Report) shot up 1.4% during trading on Tuesday after TD Cowen raised their price target on the stock from $215.00 to $225.00. TD Cowen currently has a hold rating on the stock. Chevron traded as high as $218.79 and last traded at $218.0070. Approximately 7,309,673 shares were […]

Grove Street Fiduciary LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 451,322 shares of the company’s stock, valued at approximately $9,974,000. Schwab U.S. […]

Twele Capital Management Inc. purchased a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 37,972 shares of the company’s stock, valued at approximately $1,139,000. Schwab US Large-Cap ETF […]

Forvis Mazars Wealth Advisors LLC lifted its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 903.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,076 shares of the company’s stock after acquiring an additional 45,085 shares […]

Wall Street Zen upgraded shares of SunCoke Energy (NYSE:SXC – Free Report) from a hold rating to a buy rating in a report released on Sunday morning,Wall Street Zen reports. Separately, Weiss Ratings upgraded SunCoke Energy from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, October 6th. Two […]

Mechanics Bank Trust Department purchased a new stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,900 shares of the company’s stock, valued at approximately $791,000. A number of other […]

Wall Street Zen upgraded shares of Omada Health (NASDAQ:OMDA – Free Report) from a hold rating to a buy rating in a report issued on Sunday morning,Wall Street Zen reports. Other analysts have also issued research reports about the stock. BMO Capital Markets restated an “outperform” rating and set a $24.00 price target on shares […]

Madson Wealth Advisors Inc reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 6,447 shares of the ETF’s stock after selling 1,373 shares during the period. iShares Core S&P 500 ETF comprises 3.5% […]