Stableford Capital II LLC purchased a new stake in Nutanix (NASDAQ:NTNX – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 13,816 shares of the technology company’s stock, valued at approximately $973,000. A number of other hedge funds also recently modified […]

Stableford Capital II LLC bought a new stake in Toast, Inc. (NYSE:TOST – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 59,468 shares of the company’s stock, valued at approximately $1,724,000. Other large investors have also […]

Legacy Wealth Asset Management LLC increased its stake in shares of NiCE (NASDAQ:NICE – Free Report) by 178.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 10,568 shares of the technology company’s stock after buying an additional 6,772 shares during the period. Legacy Wealth Asset Management LLC’s holdings in NiCE were worth […]

Monument Capital Management purchased a new stake in Popular, Inc. (NASDAQ:BPOP – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 25,435 shares of the bank’s stock, valued at approximately $3,954,000. Several other hedge funds have also bought and sold […]

Legacy Wealth Asset Management LLC grew its stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 549.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,762 shares of the company’s stock after purchasing an additional 11,642 shares during the period. Datadog makes […]

Monument Capital Management boosted its holdings in HF Sinclair Corporation (NYSE:DINO – Free Report) by 78.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 37,658 shares of the company’s stock after purchasing an additional 16,581 shares during the quarter. Monument Capital […]

Monument Capital Management grew its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 90.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 24,484 shares of the biopharmaceutical company’s stock after buying an additional 11,617 shares during the period. Monument Capital Management’s holdings in Bristol Myers Squibb were worth $1,528,000 as […]

Davis Capital Management lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 97.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 123 shares of the semiconductor manufacturer’s stock after selling 4,953 shares during the period. Davis Capital […]

Stableford Capital II LLC boosted its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 34.0% during the third quarter, Holdings Channel.com reports. The fund owned 2,556 shares of the company’s stock after acquiring an additional 649 shares during the period. MercadoLibre accounts for 1.5% of Stableford Capital II LLC’s holdings, making the stock its […]

Overbrook Management Corp cut its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 9.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 158,449 shares of the ride-sharing company’s stock after selling 17,344 shares during the period. Uber Technologies accounts for approximately 1.7% of […]

Legacy Wealth Asset Management LLC reduced its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 27.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,811 shares of the company’s stock after selling 6,780 shares during the quarter. Legacy Wealth Asset Management LLC’s holdings […]

Invariant Investment Management bought a new stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 278 shares of the company’s stock, valued at approximately $776,000. AutoZone comprises about 0.5% of Invariant Investment Management’s holdings, […]

Fenimore Asset Management Inc decreased its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 6.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 303,706 shares of the company’s stock after selling 22,206 shares during the quarter. Trane Technologies makes up […]

XP (NASDAQ:XP – Free Report) had its target price hoisted by JPMorgan Chase & Co. from $26.00 to $38.00 in a report published on Tuesday morning,Benzinga reports. The firm currently has an overweight rating on the stock. A number of other brokerages have also issued reports on XP. Itau BBA Securities upgraded XP from a […]

Overbrook Management Corp lowered its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 6.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 376,964 shares of the specialty retailer’s stock after selling 26,349 shares during the period. O’Reilly Automotive makes […]

Horrell Capital Management Inc. increased its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 53,577.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,324 shares of the company’s stock after acquiring an additional 19,288 shares during […]

Fenimore Asset Management Inc purchased a new position in UL Solutions Inc. (NYSE:ULS – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 177,751 shares of the company’s stock, valued at approximately $11,664,000. Fenimore Asset Management Inc owned 0.09% […]

Fenimore Asset Management Inc acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 7,331 shares of the technology company’s stock, valued at approximately $1,493,000. Several other institutional investors have also recently added to or reduced their stakes in the […]

Legacy Wealth Asset Management LLC bought a new position in shares of Global X MLP ETF (NYSEARCA:MLPA – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 228,004 shares of the company’s stock, valued at approximately $12,139,000. Global X MLP ETF accounts […]

Green Ridge Wealth Planning LLC boosted its position in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 29.0% during the third quarter, Holdings Channel reports. The fund owned 11,644 shares of the exchange traded fund’s stock after acquiring an additional 2,616 shares during the period. iShares Semiconductor ETF comprises 2.7% of Green Ridge Wealth Planning […]

Graves Light Lenhart Wealth Inc. lowered its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 32.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,382 shares of the company’s stock after selling 2,123 shares during the period. […]

Legacy Wealth Asset Management LLC decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 7.4% during the third quarter, according to its most recent filing with the SEC. The firm owned 10,098 shares of the semiconductor manufacturer’s stock after selling 806 shares during the period. Advanced Micro Devices comprises […]

LifeGoal Investments LLC bought a new position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 6,616 shares of the company’s stock, valued at approximately $1,131,000. A number of other institutional investors and hedge […]

Graves Light Lenhart Wealth Inc. bought a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 5,207 shares of the technology company’s stock, valued at approximately $1,060,000. A number of other institutional investors […]

Monument Capital Management purchased a new stake in Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 4,668 shares of the company’s stock, valued at approximately $2,914,000. Several other hedge funds and other institutional investors also recently […]

Cypress Asset Management Inc. TX bought a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 5,830 shares of the semiconductor company’s stock, valued at approximately $1,540,000. Other institutional investors and hedge funds also recently bought and sold […]

Eclectic Associates Inc. ADV acquired a new stake in shares of iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 5,397 shares of the exchange traded fund’s stock, valued at approximately $997,000. A number of […]

Shopify (NASDAQ:SHOP – Free Report) (TSE:SHOP) had its price objective raised by JPMorgan Chase & Co. from $185.00 to $200.00 in a research report released on Tuesday morning,Benzinga reports. The brokerage currently has an overweight rating on the software maker’s stock. Several other equities analysts also recently weighed in on the company. DA Davidson set […]

Eclectic Associates Inc. ADV purchased a new position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 39,266 shares of the company’s stock, valued at approximately $3,079,000. A number of other institutional investors have also […]

Inspirion Wealth Advisors LLC acquired a new position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 32,658 shares of the company’s stock, valued at approximately $2,561,000. Several other institutional investors […]

Titleist Asset Management LLC reduced its holdings in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF – Free Report) by 68.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 40,760 shares of the company’s stock after selling 86,610 shares during the quarter. Titleist Asset […]

Financial Enhancement Group LLC increased its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 7.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 146,040 shares of the company’s stock after buying an additional 10,738 shares […]

Inspirion Wealth Advisors LLC decreased its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 96.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,350 shares of the company’s stock after selling 32,617 shares during the period. […]

LifeGoal Investments LLC acquired a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 25,979 shares of the company’s stock, valued at approximately $5,080,000. Vanguard Mid-Cap Value ETF accounts for approximately 1.6% […]

McNaughton Wealth Management LLC boosted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 18.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 46,225 shares of the company’s stock after purchasing an additional 7,302 shares during the […]

Eclectic Associates Inc. ADV decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 91.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 375,128 shares of the company’s stock after selling 3,780,443 shares during the […]

Monument Capital Management purchased a new stake in iShares MSCI Spain ETF (NYSEARCA:EWP – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 80,738 shares of the exchange traded fund’s stock, valued at approximately $4,780,000. Several other institutional investors and hedge funds have also modified their holdings of EWP. Fifth Third […]

Brighton Securities CORP. cut its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 22.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 534,162 shares of the company’s stock after selling 153,104 shares during the […]

Graves Light Lenhart Wealth Inc. lowered its stake in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 21.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,155 shares of the industrial products company’s stock after selling 2,839 […]

Monument Capital Management purchased a new stake in shares of Centene Corporation (NYSE:CNC – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 36,895 shares of the company’s stock, valued at approximately $2,292,000. Several other institutional investors have also recently bought and […]

Hardin Capital Partners LLC boosted its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 23.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,662 shares of the company’s stock after acquiring an additional 6,585 shares during the quarter. […]

Inspirion Wealth Advisors LLC purchased a new position in shares of First Trust AAA CMBS ETF (NYSEARCA:CAAA – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 26,509 shares of the company’s stock, valued at approximately $522,000. A […]

Eclectic Associates Inc. ADV acquired a new position in shares of JPMorgan Realty Income ETF (NYSEARCA:JPRE – Free Report) during the third quarter, Holdings Channel reports. The fund acquired 222,651 shares of the company’s stock, valued at approximately $11,002,000. JPMorgan Realty Income ETF accounts for approximately 1.2% of Eclectic Associates Inc. ADV’s portfolio, making the […]

Eclectic Associates Inc. ADV lowered its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 14.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 80,007 shares of the company’s stock after selling 13,338 shares […]

Legacy Wealth Asset Management LLC raised its holdings in Banco Bilbao Viscaya Argentaria S.A. (NYSE:BBVA – Free Report) by 112.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 71,069 shares of the bank’s stock after purchasing an additional 37,567 shares during the […]

Prosperity Planning Inc. increased its position in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 6.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,164,033 shares of the company’s stock after purchasing an additional 65,781 shares […]

Independence Financial Advisors LLC increased its stake in Fidelity MSCI Industrials Index ETF (NYSEARCA:FIDU – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 142,295 shares of the company’s stock after purchasing an additional 5,970 shares during the […]

Graves Light Lenhart Wealth Inc. increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 22.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 277,993 shares of the company’s stock after purchasing an additional 50,433 shares during the […]

Integrated Capital Management Inc. bought a new stake in shares of SPDR Portfolio Treasury ETF (NYSEARCA:SPTB – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 129,098 shares of the company’s stock, valued at approximately $3,722,000. SPDR Portfolio Treasury ETF makes up approximately […]

Independence Financial Advisors LLC grew its position in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 700,113 shares of the company’s stock after acquiring an additional 29,003 shares during […]