BlueSky Wealth Advisors LLC Sells 76 Shares of Visa Inc. (NYSE:V)
BlueSky Wealth Advisors LLC lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 7.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 940 shares of the credit-card processor’s stock after selling 76 shares during the period. BlueSky Wealth Advisors LLC’s holdings in Visa […]
15 Oct 07:58 · The Cerbat Gem
UGI Co. (NYSE:UGI) Shares Sold by Carnegie Investment Counsel
Carnegie Investment Counsel reduced its stake in shares of UGI Co. (NYSE:UGI – Free Report) by 8.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,313 shares of the utilities provider’s stock after selling 1,338 shares during the period. Carnegie Investment Counsel’s holdings in […]
15 Oct 06:36 · The Cerbat Gem
Sapient Capital LLC Sells 3,022 Shares of The Kroger Co. (NYSE:KR)
Sapient Capital LLC cut its holdings in The Kroger Co. (NYSE:KR – Free Report) by 22.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,208 shares of the company’s stock after selling 3,022 shares during the quarter. Sapient Capital LLC’s holdings in […]
15 Oct 12:34 · The Markets Daily
ORG Partners LLC Lowers Position in ConocoPhillips (NYSE:COP)
ORG Partners LLC decreased its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 12.9% during the third quarter, according to its most recent filing with the SEC. The firm owned 6,139 shares of the energy producer’s stock after selling 908 shares during the period. ORG Partners LLC’s holdings in ConocoPhillips were worth $647,000 […]
15 Oct 09:40 · The Cerbat Gem
Procyon Advisors LLC Raises Holdings in Novartis AG (NYSE:NVS)
Procyon Advisors LLC grew its holdings in Novartis AG (NYSE:NVS – Free Report) by 4.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 20,873 shares of the company’s stock after acquiring an additional 823 shares during the quarter. Procyon Advisors LLC’s holdings in Novartis […]
15 Oct 08:06 · The Cerbat Gem
Eastman Chemical (NYSE:EMN) Shares Sold by Novare Capital Management LLC
Novare Capital Management LLC decreased its position in shares of Eastman Chemical (NYSE:EMN – Free Report) by 8.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,710 shares of the basic materials company’s stock after selling 437 shares during the […]
15 Oct 08:06 · The Cerbat Gem
Carnegie Investment Counsel Sells 422 Shares of CVS Health Co. (NYSE:CVS)
Carnegie Investment Counsel trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 5.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 6,816 shares of the pharmacy operator’s stock after selling 422 shares during the period. Carnegie Investment Counsel’s holdings in CVS Health were […]
15 Oct 12:40 · The Markets Daily
Carnegie Investment Counsel Trims Stake in General Electric (NYSE:GE)
Carnegie Investment Counsel reduced its position in shares of General Electric (NYSE:GE – Free Report) by 4.6% in the third quarter, Holdings Channel reports. The firm owned 3,444 shares of the conglomerate’s stock after selling 165 shares during the period. Carnegie Investment Counsel’s holdings in General Electric were worth $649,000 at the end of the […]
15 Oct 08:05 · The Cerbat Gem
The Walt Disney Company (NYSE:DIS) Shares Sold by Stablepoint Partners LLC
Stablepoint Partners LLC lowered its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 17.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,230 shares of the entertainment giant’s stock after selling 2,306 shares during the period. Stablepoint Partners LLC’s holdings in […]
15 Oct 12:34 · The Markets Daily
Best Buy Co., Inc. (NYSE:BBY) Position Raised by Stablepoint Partners LLC
Stablepoint Partners LLC raised its stake in Best Buy Co., Inc. (NYSE:BBY – Free Report) by 15.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,763 shares of the technology retailer’s stock after buying an additional 642 shares during the quarter. Stablepoint Partners LLC’s holdings in Best Buy were worth $492,000 as of […]
15 Oct 09:09 · The Cerbat Gem
Procyon Advisors LLC Buys 2,120 Shares of Freeport-McMoRan Inc. (NYSE:FCX)
Procyon Advisors LLC raised its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 7.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,490 shares of the natural resource company’s stock after buying an additional 2,120 shares during the period. Procyon Advisors LLC’s […]
15 Oct 09:46 · The Cerbat Gem
Freeport-McMoRan Inc. (NYSE:FCX) Position Reduced by Sapient Capital LLC
Sapient Capital LLC decreased its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 96.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,840 shares of the natural resource company’s stock after selling 231,835 shares […]
15 Oct 09:08 · The Cerbat Gem
Empirical Asset Management LLC Sells 327 Shares of ArcBest Co. (NASDAQ:ARCB)
Empirical Asset Management LLC decreased its position in ArcBest Co. (NASDAQ:ARCB – Free Report) by 4.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,681 shares of the transportation company’s stock after selling 327 shares during the quarter. Empirical Asset Management LLC’s holdings […]
15 Oct 12:34 · The Markets Daily
Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by ORG Partners LLC
ORG Partners LLC cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 18.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,856 shares of the semiconductor company’s stock after selling 430 shares during the quarter. […]
15 Oct 12:36 · The Markets Daily
Intuit Inc. (NASDAQ:INTU) Position Lifted by Koshinski Asset Management Inc.
Koshinski Asset Management Inc. raised its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 8.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 974 shares of the software maker’s stock after acquiring an additional 76 shares during the quarter. Koshinski […]
15 Oct 08:05 · The Cerbat Gem
ARK Innovation ETF (NYSEARCA:ARKK) Shares Sold by Stablepoint Partners LLC
Stablepoint Partners LLC lessened its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 22.7% in the 3rd quarter, Holdings Channel reports. The firm owned 24,810 shares of the company’s stock after selling 7,301 shares during the period. Stablepoint Partners LLC’s holdings in ARK Innovation ETF were worth $1,179,000 at the end […]
15 Oct 09:08 · The Cerbat Gem
469 Shares in Ralph Lauren Co. (NYSE:RL) Purchased by ORG Wealth Partners LLC
ORG Wealth Partners LLC bought a new stake in shares of Ralph Lauren Co. (NYSE:RL – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 469 shares of the textile maker’s stock, valued at approximately $91,000. A number […]
15 Oct 12:32 · The Markets Daily
Wesbanco Bank Inc. Has $20.87 Million Holdings in Parker-Hannifin Co. (NYSE:PH)
Wesbanco Bank Inc. grew its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 0.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 33,037 shares of the industrial products company’s stock after buying an additional 214 shares during the period. Wesbanco Bank Inc.’s […]
15 Oct 09:59 · The Cerbat Gem
Iams Wealth Management LLC Boosts Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Iams Wealth Management LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,698 shares of the company’s stock after purchasing an additional 265 shares during the period. Iams Wealth […]
15 Oct 08:00 · The Cerbat Gem
Sound Income Strategies LLC Cuts Position in STAG Industrial, Inc. (NYSE:STAG)
Sound Income Strategies LLC reduced its stake in shares of STAG Industrial, Inc. (NYSE:STAG – Free Report) by 18.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,479 shares of the real estate investment trust’s stock after selling 324 shares during the […]
15 Oct 09:10 · The Cerbat Gem
Empirical Asset Management LLC Buys 306 Shares of Southern Copper Co. (NYSE:SCCO)
Empirical Asset Management LLC raised its stake in Southern Copper Co. (NYSE:SCCO – Free Report) by 12.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,859 shares of the basic materials company’s stock after acquiring an additional 306 shares during the period. Empirical […]
15 Oct 07:56 · The Cerbat Gem
Bristol-Myers Squibb (NYSE:BMY) Shares Purchased by Sound Income Strategies LLC
Sound Income Strategies LLC raised its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 46.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,770 shares of the biopharmaceutical company’s stock after purchasing an additional 885 shares during the period. Sound Income Strategies LLC’s holdings in […]
15 Oct 08:05 · The Cerbat Gem
iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) Shares Bought by ORG Partners LLC
ORG Partners LLC increased its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,087 shares of the company’s stock after purchasing an additional 271 shares during the quarter. […]
15 Oct 12:36 · The Markets Daily
Procyon Advisors LLC Purchases 888 Shares of Prudential Financial, Inc. (NYSE:PRU)
Procyon Advisors LLC raised its position in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 5.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,821 shares of the financial services provider’s stock after purchasing an additional 888 shares during the period. Procyon Advisors LLC’s […]
15 Oct 09:46 · The Cerbat Gem
Benson Investment Management Company Inc. Buys Shares of 45,463 Griffon Co. (NYSE:GFF)
Benson Investment Management Company Inc. bought a new stake in shares of Griffon Co. (NYSE:GFF – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 45,463 shares of the conglomerate’s stock, valued at approximately $3,182,000. A number of other large investors have […]
15 Oct 07:58 · The Cerbat Gem
Occidental Asset Management LLC Grows Stock Holdings in Jacobs Solutions Inc. (NYSE:J)
Occidental Asset Management LLC raised its holdings in shares of Jacobs Solutions Inc. (NYSE:J – Free Report) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,426 shares of the company’s stock after purchasing an additional 1,618 shares during the quarter. […]
15 Oct 09:06 · The Cerbat Gem
Wedge Capital Management L L P NC Cuts Stock Holdings in Sonoco Products (NYSE:SON)
Wedge Capital Management L L P NC cut its stake in Sonoco Products (NYSE:SON – Free Report) by 0.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 132,996 shares of the industrial products company’s stock after selling 1,156 shares during the […]
15 Oct 12:28 · The Markets Daily
Empirical Asset Management LLC Has $831,000 Position in W. R. Berkley Co. (NYSE:WRB)
Empirical Asset Management LLC increased its stake in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) by 140.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,645 shares of the insurance provider’s stock after purchasing an additional […]
15 Oct 09:08 · The Cerbat Gem
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by ORG Partners LLC
ORG Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,931 shares of the company’s stock after acquiring an additional 395 shares […]
14 Oct 15:37 · The Cerbat Gem
Grove Bank & Trust Sells 342 Shares of TotalEnergies SE (NYSE:TTE)
Grove Bank & Trust cut its position in TotalEnergies SE (NYSE:TTE – Free Report) by 9.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,438 shares of the company’s stock after selling 342 shares during the quarter. Grove Bank & Trust’s holdings in […]
15 Oct 08:58 · The Cerbat Gem
4,000 Shares in FTAI Aviation Ltd. (NYSE:FTAI) Acquired by Carnegie Investment Counsel
Carnegie Investment Counsel acquired a new position in shares of FTAI Aviation Ltd. (NYSE:FTAI – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 4,000 shares of the financial services provider’s stock, valued at approximately $532,000. A number of other hedge funds have […]
15 Oct 08:04 · The Cerbat Gem
Empirical Asset Management LLC Sells 153 Shares of iShares MSCI Japan ETF (NYSEARCA:EWJ)
Empirical Asset Management LLC decreased its position in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.7% during the third quarter, Holdings Channel.com reports. The fund owned 5,547 shares of the exchange traded fund’s stock after selling 153 shares during the quarter. Empirical Asset Management LLC’s holdings in iShares MSCI Japan ETF were worth […]
15 Oct 07:57 · The Cerbat Gem
GenWealth Group Inc. Reduces Position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
GenWealth Group Inc. decreased its holdings in iShares Dow Jones U.S. ETF (NYSEARCA:IYY – Free Report) by 5.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,965 shares of the company’s stock after selling 397 shares during the period. GenWealth Group […]
15 Oct 11:51 · The Markets Daily
iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Purchased by Sound Income Strategies LLC
Sound Income Strategies LLC lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 239.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 95 shares of the company’s stock after purchasing an additional 67 shares during the period. Sound […]
15 Oct 12:40 · The Markets Daily
Wesbanco Bank Inc. Has $8.23 Million Holdings in United Parcel Service, Inc. (NYSE:UPS)
Wesbanco Bank Inc. decreased its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 60,381 shares of the transportation company’s stock after selling 268 shares during the period. Wesbanco Bank Inc.’s holdings in United Parcel Service were worth $8,232,000 at the end […]
15 Oct 09:55 · The Cerbat Gem
Sound Income Strategies LLC Decreases Holdings in ARK Innovation ETF (NYSEARCA:ARKK)
Sound Income Strategies LLC reduced its position in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 69.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,233 shares of the company’s stock after selling 2,804 shares during the period. Sound Income Strategies LLC’s […]
15 Oct 08:05 · The Cerbat Gem
Capital One Financial Co. (NYSE:COF) Shares Purchased by Grove Bank & Trust
Grove Bank & Trust raised its holdings in shares of Capital One Financial Co. (NYSE:COF – Free Report) by 9.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 909 shares of the financial services provider’s stock after purchasing an additional […]
15 Oct 10:56 · The Markets Daily
Grove Bank & Trust Sells 158 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Grove Bank & Trust trimmed its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 7.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,027 shares of the biopharmaceutical company’s stock after selling 158 shares during […]
15 Oct 10:56 · The Markets Daily
640 Shares in Axon Enterprise, Inc. (NASDAQ:AXON) Bought by Empirical Asset Management LLC
Empirical Asset Management LLC purchased a new stake in shares of Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 640 shares of the biotechnology company’s stock, valued at approximately $256,000. A number of other large investors have also added to or reduced their stakes in […]
15 Oct 07:57 · The Cerbat Gem
Wesbanco Bank Inc. Purchases 12,198 Shares of Vanguard Total Bond Market ETF (NASDAQ:BND)
Wesbanco Bank Inc. raised its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 5.8% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 220,945 shares of the company’s stock after buying an additional 12,198 shares during the period. Wesbanco Bank Inc.’s holdings in […]
15 Oct 09:56 · The Cerbat Gem
BlueSky Wealth Advisors LLC Trims Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
BlueSky Wealth Advisors LLC decreased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,725 shares of the exchange traded fund’s stock after selling 289 shares during the period. BlueSky […]
15 Oct 12:30 · The Markets Daily
Wedge Capital Management L L P NC Has $13.46 Million Stake in Global Payments Inc. (NYSE:GPN)
Wedge Capital Management L L P NC boosted its holdings in shares of Global Payments Inc. (NYSE:GPN – Free Report) by 11.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 131,401 shares of the business services provider’s stock after buying an additional 12,999 […]
15 Oct 12:36 · The Markets Daily
286,550 Shares in ING Groep (NYSE:ING) Acquired by Benson Investment Management Company Inc.
Benson Investment Management Company Inc. acquired a new stake in ING Groep (NYSE:ING – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 286,550 shares of the financial services provider’s stock, valued at approximately $5,204,000. ING Groep comprises approximately 2.1% of Benson Investment […]
15 Oct 07:58 · The Cerbat Gem
Grove Bank & Trust Reduces Holdings in The Williams Companies, Inc. (NYSE:WMB)
Grove Bank & Trust lessened its position in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) by 12.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 13,186 shares of the pipeline company’s stock after selling 1,928 shares during the quarter. Grove […]
15 Oct 08:58 · The Cerbat Gem
Empirical Asset Management LLC Grows Stock Holdings in iShares U.S. Utilities ETF (NYSEARCA:IDU)
Empirical Asset Management LLC increased its stake in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 11.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,400 shares of the company’s stock after buying an additional 461 shares during the period. Empirical Asset Management […]
15 Oct 07:56 · The Cerbat Gem
ORG Partners LLC Sells 1,754 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
ORG Partners LLC cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 23.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,673 shares of the company’s stock after selling 1,754 shares during the quarter. ORG […]
15 Oct 09:09 · The Cerbat Gem
FinTrust Capital Advisors LLC Boosts Stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)
FinTrust Capital Advisors LLC lifted its holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 4.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 634,941 shares of the company’s stock after acquiring an additional 27,577 shares during […]
15 Oct 08:00 · The Cerbat Gem
BlueSky Wealth Advisors LLC Has $1.61 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
BlueSky Wealth Advisors LLC decreased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.9% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 5,700 shares of the company’s stock after selling 171 shares during the period. BlueSky Wealth Advisors LLC’s holdings in Vanguard Total Stock Market ETF were worth […]
15 Oct 07:58 · The Cerbat Gem
3,394 Shares in Vanguard Long-Term Bond ETF (NYSEARCA:BLV) Purchased by Redhawk Wealth Advisors Inc.
Redhawk Wealth Advisors Inc. bought a new stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,394 shares of the company’s stock, valued at approximately $255,000. Several other institutional investors also recently made changes […]
15 Oct 09:41 · The Markets Daily
ORG Partners LLC Sells 4,443 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
ORG Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 19.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,471 shares of the exchange traded fund’s stock after selling 4,443 shares during the quarter. ORG […]
14 Oct 14:30 · The Cerbat Gem
last updated on 16 Oct 00:21