Weil Company Inc. trimmed its position in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 17.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,600 shares of the life sciences company’s stock after selling 3,103 shares during the quarter. Weil Company Inc.’s holdings in […]

N10 Wealth LLC grew its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 34.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,798 shares of the company’s stock after purchasing an additional 20,604 shares during the period. Vertiv makes up […]

Mather Group LLC. trimmed its stake in Target Corporation (NYSE:TGT – Free Report) by 10.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 112,579 shares of the retailer’s stock after selling 13,136 shares during the quarter. Mather Group LLC.’s holdings in Target were worth $17,640,000 as of its most recent filing with the […]

Hudock Inc. lifted its stake in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 2,640.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,444 shares of the biotechnology company’s stock after buying an additional 19,698 shares during the quarter. […]

InvesTrust trimmed its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 39.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,366 shares of the company’s stock after selling 8,869 shares during the period. InvesTrust’s holdings in iShares MSCI […]

Covenant Asset Management LLC lessened its position in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 96.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,443 shares of the company’s stock after selling 40,431 shares during the period. […]

Mather Group LLC. boosted its stake in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) by 7.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 89,212 shares of the utilities provider’s stock after buying an additional 5,920 shares during the quarter. Mather Group […]

Weil Company Inc. acquired a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 87,021 shares of the company’s stock, valued at approximately $6,824,000. Vanguard Mid-Cap ETF comprises 1.2% of Weil Company […]

Covenant Asset Management LLC purchased a new position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 25,936 shares of the company’s stock, valued at approximately $8,807,000. Snowflake makes up about 1.2% of […]

ZWJ Investment Counsel Inc. grew its holdings in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 37.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 5,569 shares of the industrial products company’s stock after buying an additional 1,528 shares during the quarter. ZWJ Investment […]

Hudock Inc. cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 67.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 69,726 shares of the company’s stock after selling 142,842 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.8% of Hudock Inc.’s investment […]

KG Capital Management cut its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 63.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 963 shares of the company’s stock after selling 1,666 shares during the quarter. KG Capital Management’s holdings in […]

ZWJ Investment Counsel Inc. lifted its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 3.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,029 shares of the company’s stock after acquiring an additional 3,234 shares during the […]

LDR Capital Management LLC purchased a new stake in shares of FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,596 shares of the financial services provider’s stock, valued at approximately $601,000. FTAI Aviation […]

Strategy Asset Managers LLC purchased a new stake in shares of Nucor Corporation (NYSE:NUE – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 3,423 shares of the basic materials company’s stock, valued at approximately $800,000. A number of […]

Strategy Asset Managers LLC acquired a new stake in shares of Globe Life Inc. (NYSE:GL – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The fund acquired 4,312 shares of the company’s stock, valued at approximately $714,000. Other hedge funds also recently made changes to their positions in […]

Signal Advisors Wealth LLC increased its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 494.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 22,033 shares of the enterprise software provider’s stock after purchasing an additional 18,326 shares during the quarter. Signal Advisors Wealth LLC’s holdings in Oracle were worth $3,025,000 at […]

Strategy Asset Managers LLC grew its holdings in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 375.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,294 shares of the technology company’s stock after purchasing an additional 1,022 shares […]

ZWJ Investment Counsel Inc. grew its holdings in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 19.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 915,449 shares of the company’s stock after purchasing an additional 146,644 shares during the […]

Strategy Asset Managers LLC acquired a new position in Echostar CORP (NASDAQ:ECHO – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor acquired 8,818 shares of the company’s stock, valued at approximately $788,000. A number of other institutional investors and hedge funds have also made changes to their positions in the business. Strive […]

Mather Group LLC. decreased its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 7.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,722 shares of the business services provider’s stock after selling 5,448 shares during the period. Mather Group […]

Signal Advisors Wealth LLC lifted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 48.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 101,886 shares of the technology company’s stock after buying an additional 33,348 shares during the quarter. Signal […]

Fort Washington Investment Advisors Inc. OH grew its holdings in SAP SE (NYSE:SAP – Free Report) by 28.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 221,642 shares of the software maker’s stock after buying an additional 49,502 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in SAP were […]

First Pacific Financial increased its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 7,775.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,575 shares of the biotechnology company’s stock after purchasing an additional 1,555 shares during the quarter. […]

West Wealth Group LLC acquired a new position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 4,185 shares of the company’s stock, valued at approximately $1,472,000. A number of other large investors have also […]

ZWJ Investment Counsel Inc. reduced its position in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) by 23.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,671 shares of the railroad operator’s stock after selling 1,992 shares during […]

Financial Life Advisors lifted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 4.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 104,336 shares of the company’s stock after buying an additional 4,508 shares during the quarter. iShares MSCI EAFE […]

Mezzasalma Advisors LLC cut its position in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 24.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,748 shares of the pipeline company’s stock after selling 3,397 shares during the quarter. Mezzasalma Advisors LLC’s […]

First Pacific Financial grew its position in shares of CMS Energy Corporation (NYSE:CMS – Free Report) by 14,974.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,627 shares of the utilities provider’s stock after purchasing an additional 25,457 […]

ZWJ Investment Counsel Inc. boosted its stake in shares of FirstService Corporation (NASDAQ:FSV – Free Report) (TSE:FSV) by 1,487.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,475 shares of the financial services provider’s stock after acquiring an additional 41,674 shares during the […]

Strategy Asset Managers LLC raised its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 278.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,859 shares of the pipeline company’s stock after acquiring an additional 2,840 shares during the quarter. Strategy […]

Mather Group LLC. bought a new stake in shares of iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 662,529 shares of the company’s stock, valued at approximately $56,388,000. Mather Group LLC. […]

Martel Wealth Advisors LLC boosted its stake in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 5.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,767,239 shares of the company’s stock after purchasing an additional 94,625 shares during the quarter. Vanguard […]

Reliant Investment Management LLC purchased a new position in shares of Hubbell Inc (NYSE:HUBB – Free Report) during the 3rd quarter, Holdings Channel reports. The institutional investor purchased 13,137 shares of the industrial products company’s stock, valued at approximately $5,959,000. Hubbell comprises approximately 2.0% of Reliant Investment Management LLC’s investment portfolio, making the stock its […]

B.A. Schrock Wealth Management Inc. acquired a new stake in Wingstop Inc. (NASDAQ:WING – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 44,890 shares of the restaurant operator’s stock, valued at approximately $4,685,000. Wingstop accounts for 1.6% of B.A. Schrock Wealth Management Inc.’s portfolio, making the stock its 21st biggest position. […]

Reliant Investment Management LLC acquired a new position in ConocoPhillips (NYSE:COP – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 51,722 shares of the energy producer’s stock, valued at approximately $6,473,000. ConocoPhillips accounts for 2.2% of Reliant Investment Management LLC’s portfolio, making the stock its 19th largest holding. Other hedge funds […]

Reliant Investment Management LLC acquired a new position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) during the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 22,336 shares of the industrial products company’s stock, valued at approximately $9,598,000. Eaton makes up 3.3% of Reliant Investment Management LLC’s investment portfolio, making the stock its […]

Reliant Investment Management LLC acquired a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 2,938 shares of the company’s stock, valued at approximately $814,000. A number of other hedge funds and other […]

Strategy Asset Managers LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 376.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,172 shares of the industrial products company’s stock after purchasing an additional 926 shares during the quarter. […]

Covenant Asset Management LLC grew its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 44.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,611 shares of the company’s stock after buying an additional 6,309 shares during the […]

ZWJ Investment Counsel Inc. increased its holdings in Ingredion Incorporated (NYSE:INGR – Free Report) by 5.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 428,553 shares of the company’s stock after acquiring an additional 23,235 shares during the period. Ingredion makes up about 1.2% of ZWJ Investment […]

Reliant Investment Management LLC bought a new position in shares of American Express Company (NYSE:AXP – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 26,556 shares of the payment services company’s stock, valued at approximately $8,076,000. […]

MPS Loria Financial Planners LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 161,923 shares of the company’s stock after purchasing an additional 3,595 shares during the quarter. Vanguard Small-Cap ETF […]

Strategy Asset Managers LLC bought a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,423 shares of the exchange traded fund’s stock, valued at approximately $642,000. Other hedge […]

ZWJ Investment Counsel Inc. raised its stake in Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) by 6.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 332,845 shares of the financial services provider’s stock after acquiring an additional 21,164 shares during […]

Mather Group LLC. acquired a new stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the third quarter, HoldingsChannel reports. The fund acquired 229,996 shares of the company’s stock, valued at approximately $16,134,000. Other institutional investors have also modified their holdings of the company. First Pacific Financial raised its position […]

Weil Company Inc. purchased a new stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 38,181 shares of the exchange traded fund’s stock, valued at approximately $2,550,000. Other hedge funds have also bought […]

Hudock Inc. bought a new position in shares of Eaton Vance Total Return Bond ETF (NYSE:EVTR – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 49,620 shares of the company’s stock, valued at approximately $2,391,000. A number of other institutional investors have also recently […]

Reliant Investment Management LLC acquired a new stake in Curtiss-Wright Corporation (NYSE:CW – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor acquired 7,835 shares of the aerospace company’s stock, valued at approximately $4,261,000. Curtiss-Wright comprises approximately 1.5% of Reliant Investment Management LLC’s investment portfolio, making the stock its 27th biggest position. […]

Strategy Asset Managers LLC bought a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 40,542 shares of the company’s stock, valued at approximately $3,928,000. A number of other institutional […]