Venture Visionary Partners LLC increased its position in Crane (NYSE:CR – Free Report) by 11.2% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 70,314 shares of the conglomerate’s stock after purchasing an additional 7,098 shares during the period. Venture Visionary Partners LLC’s holdings in Crane were […]

Cooper Financial Group raised its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 428.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,065 shares of the asset manager’s stock after buying an additional 1,674 shares during the quarter. […]

Cooper Financial Group trimmed its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,654 shares of the electric vehicle producer’s stock after selling 1,877 shares during the […]

Bath Savings Trust Co trimmed its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,676 shares of the software maker’s stock after selling 3,421 shares during the quarter. Intuit comprises about 1.3% […]

Cox Capital Mgt LLC raised its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 72.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 28,525 shares of the healthcare product maker’s stock after buying an additional 11,971 shares during the quarter. Abbott Laboratories accounts […]

Venture Visionary Partners LLC increased its stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 4.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 95,779 shares of the software maker’s stock after purchasing an additional 4,210 shares during the quarter. Venture Visionary Partners LLC’s holdings in Shopify were worth $14,204,000 as […]

Elm3 Financial Group LLC bought a new stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) in the third quarter, Holdings Channel reports. The institutional investor bought 1,259 shares of the medical research company’s stock, valued at approximately $531,000. A number of other institutional investors and hedge funds have also recently modified their holdings […]

Elevation Wealth Partners LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.9% in the third quarter, HoldingsChannel.com reports. The firm owned 5,358 shares of the exchange traded fund’s stock after purchasing an additional 737 shares during the period. Invesco QQQ comprises about 1.1% of Elevation Wealth Partners LLC’s investment […]

Venture Visionary Partners LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 48,026 shares of the electric vehicle producer’s stock after selling 1,831 shares during the quarter. Venture Visionary Partners LLC’s holdings in Tesla were worth $17,040,000 as of its most recent […]

Venture Visionary Partners LLC raised its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 12.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 19,795 shares of the company’s stock after purchasing an additional 2,143 shares during the quarter. Venture […]

Bath Savings Trust Co trimmed its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 7.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,445 shares of the construction company’s stock after selling 2,782 shares during the period. Watsco accounts […]

Greenfield Savings Bank increased its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 2,141.7% in the 3rd quarter, Holdings Channel reports. The firm owned 19,189 shares of the company’s stock after buying an additional 18,333 shares during the period. Cummins accounts for approximately 3.8% of Greenfield Savings Bank’s holdings, making the stock […]

Steginsky Capital LLC decreased its holdings in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 2.4% during the third quarter, Holdings Channel.com reports. The fund owned 44,331 shares of the insurance provider’s stock after selling 1,075 shares during the period. Markel Group accounts for approximately 12.4% of Steginsky Capital LLC’s holdings, making the […]

Epiq Partners LLC purchased a new position in Arista Networks, Inc. (NYSE:ANET – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 6,313 shares of the technology company’s stock, valued at approximately $1,285,000. Other hedge funds also recently bought and sold shares of […]

Venture Visionary Partners LLC grew its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 7.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,909 shares of the CRM provider’s stock after buying an additional 2,405 shares during the […]

Persium Advisors LLC lowered its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 26.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,586 shares of the network technology company’s stock after selling 1,304 shares during the quarter. […]

Venture Visionary Partners LLC lifted its position in shares of BlackRock (NYSE:BLK – Free Report) by 500.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 104,267 shares of the asset manager’s stock after purchasing an additional 86,912 shares during the quarter. BlackRock comprises approximately 2.8% of […]

Great Waters Wealth Management lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 48.5% during the third quarter, Holdings Channel.com reports. The institutional investor owned 1,091 shares of the exchange traded fund’s stock after selling 1,028 shares during the quarter. Great Waters Wealth Management’s holdings in Invesco QQQ were worth $807,000 […]

Kwmg LLC bought a new position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 223,983 shares of the company’s stock, valued at approximately $43,795,000. Vanguard Mid-Cap Value […]

Epiq Partners LLC increased its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 3.9% during the third quarter, Holdings Channel reports. The institutional investor owned 74,545 shares of the company’s stock after acquiring an additional 2,790 shares during the period. iShares Russell 3000 ETF comprises about 14.0% of Epiq Partners […]

Venture Visionary Partners LLC raised its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 793.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,062 shares of the company’s stock after buying an additional 9,824 shares during the period. Venture Visionary […]

Wealth Group Ltd grew its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 633.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 83,154 shares of the company’s stock after purchasing an additional 71,811 shares […]

Venture Visionary Partners LLC increased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 6.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,727 shares of the financial services provider’s stock after acquiring an additional 5,254 shares during the period. Venture […]

Rye Brook Capital LLC purchased a new stake in shares of MP Materials Corp. (NYSE:MP – Free Report) in the 3rd quarter, Holdings Channel reports. The fund purchased 13,698 shares of the company’s stock, valued at approximately $648,000. A number of other hedge funds have also recently bought and sold shares of the stock. Crumly […]

Greenfield Savings Bank increased its stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 403.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,055 shares of the company’s stock after acquiring an additional 9,662 shares during the quarter. Greenfield Savings […]

Cooper Financial Group increased its position in shares of Pimco Total Return ETF (NYSE:BOND – Free Report) by 7.5% 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 465,447 shares of the exchange traded fund’s stock after purchasing an […]

Investors Research Corp cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 44.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,034 shares of the company’s stock after selling 5,606 shares during the […]

Rye Brook Capital LLC increased its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 25.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 16,812 shares of the company’s stock after purchasing an additional 3,413 shares during the quarter. Bloom Energy […]

Wealth Enhancement Trust Services Inc. grew its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 106.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,008 shares of the industrial products company’s stock after purchasing an additional 2,070 shares during the quarter. Wealth […]

Canandaigua National Trust Co of Florida purchased a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 42,478 shares of the biopharmaceutical company’s stock, valued at approximately $1,211,000. […]

Cooper Financial Group grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 32.6% during the third quarter, HoldingsChannel.com reports. The firm owned 9,330 shares of the network technology company’s stock after purchasing an additional 2,295 shares during the period. Cooper Financial Group’s holdings in Palo Alto Networks were worth […]

TD Cowen upgraded shares of Bloom Energy (NYSE:BE – Free Report) to a hold rating in a report released on Monday,Zacks reports. Several other equities research analysts have also issued reports on the stock. Roth Capital increased their target price on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” […]

Cooper Financial Group raised its position in shares of Bank of America Corporation (NYSE:BAC) by 98.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 52,212 shares of the financial services provider’s stock after purchasing an additional 25,880 shares during the period. Cooper Financial […]

Bath Savings Trust Co purchased a new position in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,405 shares of the oil and gas company’s stock, valued at approximately $1,346,000. Other […]

Echo45 Advisors LLC bought a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – 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 6,493 shares of the company’s stock, valued at approximately $629,000. Several other large […]

Exchange Bank grew its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 26.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 34,169 shares of the company’s stock after acquiring an additional 7,054 shares during the quarter. Vanguard […]

Cooper Financial Group raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 27.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,842 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,013 shares during the quarter. Cooper […]

Kwmg LLC increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 138,289 shares of the company’s stock after acquiring an additional 6,027 shares during the quarter. iShares S&P […]

Venture Visionary Partners LLC lifted its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 8.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,086 shares of the aerospace company’s stock after acquiring an additional 1,535 […]

Canandaigua National Trust Co of Florida acquired a new stake in shares of NOV Inc. (NYSE:NOV – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 49,471 shares of the oil and gas exploration company’s stock, valued at approximately $927,000. A number of […]

Echo45 Advisors LLC acquired a new stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 1,381 shares of the company’s stock, valued at approximately $841,000. A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the […]

Globant (NYSE:GLOB – Get Free Report) had its price target reduced by research analysts at Mizuho from $59.00 to $51.00 in a report released on Tuesday, MarketBeat reports. The firm presently has an “outperform” rating on the information technology services provider’s stock. Mizuho’s price objective would suggest a potential upside of 43.65% from the company’s […]

Wealth Enhancement Trust Services Inc. boosted its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 185.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,309 shares of the basic materials company’s stock after acquiring an […]

TD Cowen upgraded shares of Nextpower (NASDAQ:NXT – Free Report) to a hold rating in a research report released on Monday,Zacks reports. NXT has been the subject of several other reports. BMO Capital Markets raised Nextpower from a “hold” rating to an “outperform” rating and set a $132.00 price objective for the company in a […]

S.E.E.D. Planning Group LLC trimmed its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 6.7% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 16,233 shares of the aerospace company’s stock after selling 1,161 shares during the quarter. Lockheed Martin accounts for about […]

Canandaigua National Trust Co of Florida purchased a new position in shares of Cigna Group (NYSE:CI – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,269 shares of the health services provider’s stock, valued at approximately $889,000. Other large investors […]

Cassilly Financial Group LLC raised its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 30.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 226,133 shares of the company’s stock after acquiring an additional 52,385 shares during the quarter. iShares […]

Investors Research Corp reduced its stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 20.6% in the 3rd quarter, Holdings Channel reports. The firm owned 44,612 shares of the company’s stock after selling 11,607 shares during the period. Investors Research Corp’s holdings in iShares MSCI EAFE Small-Cap ETF were worth $3,766,000 as […]

MetLife (NYSE:MET – Free Report) had its price target hoisted by TD Cowen from $105.00 to $110.00 in a research report sent to investors on Monday,Benzinga reports. The firm currently has a buy rating on the financial services provider’s stock. Several other research firms have also commented on MET. Morgan Stanley increased their price target […]

OneMain (NYSE:OMF – Get Free Report) had its price objective cut by equities research analysts at TD Cowen from $68.00 to $66.00 in a report issued on Tuesday, MarketBeat.com reports. The firm currently has a “buy” rating on the financial services provider’s stock. TD Cowen’s price target indicates a potential upside of 17.85% from the […]