Balefire LLC lifted its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 37.3% during the 3rd quarter, Holdings Channel reports. The fund owned 26,435 shares of the company’s stock after buying an additional 7,179 shares during the quarter. Balefire LLC’s holdings in iShares MBS ETF were worth $2,369,000 at the end […]

Balefire LLC decreased its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 14.3% in the third quarter, Holdings Channel.com reports. The firm owned 35,539 shares of the exchange traded fund’s stock after selling 5,939 shares during the period. Balefire LLC’s holdings in iShares MSCI EAFE ETF were worth $3,692,000 at the end […]

Lincoln Capital LLC raised its stake in Copart, Inc. (NASDAQ:CPRT – Free Report) by 22.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 181,890 shares of the business services provider’s stock after purchasing an additional 32,903 shares during the quarter. Copart […]

Riversedge Advisors LLC bought a new stake in SpaceX (NASDAQ:SPCX – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 11,712 shares of the company’s stock, valued at approximately $1,767,000. Several other institutional investors and hedge funds have also […]

Balefire LLC purchased a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 3,680 shares of the semiconductor company’s stock, valued at approximately $972,000. A number of other hedge funds and other […]

Lincoln Capital LLC lifted its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 7.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 98,292 shares of the conglomerate’s stock after purchasing an additional 7,008 shares during the quarter. Danaher comprises 3.9% of […]

Sound Income Strategies LLC decreased its position in Citigroup Inc. (NYSE:C – Free Report) by 13.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 140,683 shares of the company’s stock after selling 21,476 shares during the quarter. Sound Income Strategies LLC’s holdings in Citigroup were worth $18,019,000 as of its most recent SEC filing. […]

Wedmont Private Capital lifted its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 69.6% during the 3rd quarter, Holdings Channel reports. The fund owned 11,413 shares of the industrial products company’s stock after buying an additional 4,684 shares during the quarter. Wedmont Private Capital’s holdings in Eaton were worth $4,845,000 at […]

Lincoln Capital LLC purchased a new stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 1,845 shares of the financial services provider’s stock, valued at approximately $483,000. A number of other hedge funds and other institutional […]

RFG Bristol Wealth Advisors LLC acquired a new stake in SpaceX (NASDAQ:SPCX – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 3,645 shares of the company’s stock, valued at approximately $550,000. Other large investors also recently modified their holdings of the company. SC US Ttgp LTD. bought a new position […]

Wedmont Private Capital increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 63,654 shares of the company’s stock after buying an additional 2,788 shares during the period. Wedmont Private Capital’s […]

Balefire LLC raised its position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 103.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 71,262 shares of the company’s stock after buying an additional 36,225 shares during the period. iShares MSCI ACWI […]

Avity Investment Management Inc. trimmed its holdings in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 3.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 98,622 shares of the industrial products company’s stock after selling 3,708 shares during the period. Eaton makes up […]

RFG Bristol Wealth Advisors LLC boosted its position in Corning Incorporated (NYSE:GLW – Free Report) by 77.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,077 shares of the electronics maker’s stock after purchasing an additional 4,824 shares during the period. […]

Sound Income Strategies LLC acquired a new stake in Maximus, Inc. (NYSE:MMS – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 85,995 shares of the health services provider’s stock, valued at approximately $5,054,000. Sound Income Strategies LLC owned about 0.16% of Maximus […]

Sound Income Strategies LLC lowered its stake in shares of HF Sinclair Corporation (NYSE:DINO – Free Report) by 18.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 119,942 shares of the company’s stock after selling 27,712 shares during the […]

Avity Investment Management Inc. grew its stake in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 1,182.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 241,060 shares of the business services provider’s stock after buying an additional 222,260 shares during the quarter. Avity […]

Balefire LLC purchased a new stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,491 shares of the company’s stock, valued at approximately $2,891,000. A number of other hedge […]

Wedmont Private Capital raised its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 64.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,293 shares of the retailer’s stock after buying an additional 4,414 shares during the period. Wedmont Private Capital’s holdings […]

O Keefe Stevens Advisory Inc. decreased its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 2.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 150,063 shares of the electronics maker’s stock after selling 3,805 shares during the period. Corning accounts for approximately 4.8% of O Keefe Stevens Advisory Inc.’s portfolio, making […]

BOS Asset Management LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the third quarter, Holdings Channel reports. The institutional investor bought 5,450 shares of the conglomerate’s stock, valued at approximately $1,207,000. Several other institutional investors have also made changes to their positions in the stock. EP Wealth Advisors LLC acquired […]

Insight Wealth Strategies LLC trimmed its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 22.9% in the 3rd quarter, Holdings Channel reports. The firm owned 44,762 shares of the software maker’s stock after selling 13,281 shares during the period. Insight Wealth Strategies LLC’s holdings in Fortinet were worth $8,002,000 at the end […]

Wedmont Private Capital lifted its holdings in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 3,225.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,761 shares of the transportation company’s stock after buying an additional 43,415 shares during the quarter. Wedmont […]

Castle Rock Wealth Management LLC lowered its position in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 16.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,145 shares of the industrial products company’s stock after selling 1,786 shares during the quarter. Eaton […]

Bill Few Associates Inc. acquired a new position in shares of Danaher Corporation (NYSE:DHR – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 5,940 shares of the conglomerate’s stock, valued at approximately $1,316,000. A number of other large investors also recently added […]

Athena Wealth Management LLC decreased its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 63.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,629 shares of the company’s stock after selling 2,779 shares during the quarter. Athena Wealth […]

Avaii Wealth Management LLC acquired a new stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,931 shares of the financial services provider’s stock, valued at approximately $2,428,000. Ameriprise Financial accounts for approximately […]

Wedmont Private Capital trimmed its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 57.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 914,576 shares of the company’s stock after selling 1,253,382 shares during the period. Vanguard […]

RFG Bristol Wealth Advisors LLC lessened its holdings in First Trust Water ETF (NYSEARCA:FIW – Free Report) by 72.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,576 shares of the company’s stock after selling 14,553 shares during the period. RFG Bristol Wealth […]

Wedmont Private Capital grew its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 63,477 shares of the company’s stock after buying an additional 3,266 shares during the period. Wedmont Private […]

Sound Income Strategies LLC raised its position in shares of SLR Investment Corp. (NASDAQ:SLRC – Free Report) by 7,441.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,629,154 shares of the financial services provider’s stock after buying an additional 1,607,550 shares […]

Werlinich Asset Management LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 85.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,704 shares of the retailer’s stock after buying an additional 3,080 shares during the quarter. Costco […]

Castle Rock Wealth Management LLC lessened its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 13.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 21,353 shares of the network technology company’s stock after selling 3,451 shares during the period. Palo Alto […]

Castle Rock Wealth Management LLC lowered its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 49.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,144 shares of the company’s stock after selling 10,082 shares during the period. VanEck […]

Kaizen Financial Strategies lowered its stake in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 9.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 100,765 shares of the company’s stock after selling 10,275 shares during the quarter. Vanguard […]

Sound Income Strategies LLC lessened its holdings in M&T Bank Corporation (NYSE:MTB – Free Report) by 11.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 88,303 shares of the financial services provider’s stock after selling 11,519 shares during the […]

Kopion Asset Management LLC bought a new stake in shares of American Tower Corporation (NYSE:AMT – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 30,545 shares of the real estate investment trust’s stock, valued at approximately $5,000,000. American Tower […]

Sound Income Strategies LLC lifted its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 1,616.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 234,027 shares of the real estate investment trust’s stock after purchasing an additional 220,389 shares during the period. Sound Income Strategies LLC’s holdings in Omega Healthcare Investors […]

Sound Income Strategies LLC acquired a new stake in Atmos Energy Corporation (NYSE:ATO – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 36,781 shares of the utilities provider’s stock, valued at approximately $5,754,000. A number of other hedge […]

Shulman DeMeo Asset Management LLC bought a new position in shares of Danaher Corporation (NYSE:DHR – Free Report) in the third quarter, Holdings Channel reports. The fund bought 8,665 shares of the conglomerate’s stock, valued at approximately $1,920,000. Danaher makes up approximately 0.7% of Shulman DeMeo Asset Management LLC’s portfolio, making the stock its 21st […]

Avity Investment Management Inc. lowered its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 10.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 173,721 shares of the network technology company’s stock after selling 20,869 shares during the period. Palo […]

Sound Income Strategies LLC raised its holdings in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 15.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,195,050 shares of the investment management company’s stock after buying an additional 428,682 shares during the quarter. Ares […]

Decker Wealth Management LLC acquired a new stake in Atmos Energy Corporation (NYSE:ATO – Free Report) during the 3rd quarter, HoldingsChannel reports. The firm acquired 15,838 shares of the utilities provider’s stock, valued at approximately $2,478,000. A number of other institutional investors also recently modified their holdings of the stock. BlackRock Inc. purchased a new […]

Bill Few Associates Inc. increased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 25.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 195,237 shares of the company’s stock after acquiring an additional 39,329 shares during the period. […]

Castle Rock Wealth Management LLC acquired a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,389 shares of the semiconductor company’s stock, valued at approximately $973,000. Other institutional investors and […]

Sound Income Strategies LLC trimmed its position in Capital Southwest Corporation (NASDAQ:CSWC – Free Report) by 6.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 876,046 shares of the asset manager’s stock after selling 58,275 shares during the period. Capital Southwest comprises 0.5% of Sound […]

Cadent Capital Advisors LLC increased its holdings in iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE – Free Report) by 1,298.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 35,010 shares of the company’s stock after purchasing an additional 32,507 shares during the period. Cadent Capital Advisors LLC […]

Castle Rock Wealth Management LLC reduced its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 20.9% in the third quarter, HoldingsChannel reports. The fund owned 4,892 shares of the company’s stock after selling 1,292 shares during the period. Castle Rock Wealth Management LLC’s holdings in iShares Russell 3000 ETF were […]

Avity Investment Management Inc. increased its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 452.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 159,589 shares of the financial services provider’s stock after purchasing an additional 130,689 shares […]

Kaizen Financial Strategies purchased a new stake in shares of iShares MSCI Poland ETF (NYSEARCA:EPOL – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 16,844 shares of the company’s stock, valued at approximately $747,000. Kaizen Financial Strategies owned about […]