ZWJ Investment Counsel Inc. lifted its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 13.6% during the third quarter, HoldingsChannel.com reports. The fund owned 118,295 shares of the information technology services provider’s stock after purchasing an additional 14,147 shares during the quarter. ZWJ Investment Counsel Inc.’s holdings in Accenture were worth $29,172,000 […]

ZWJ Investment Counsel Inc. increased its stake in Chubb Limited (NYSE:CB – Free Report) by 1.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 188,712 shares of the financial services provider’s stock after purchasing an additional 1,809 shares during the quarter. Chubb […]

Yousif Capital Management LLC lifted its holdings in shares of Nutanix (NASDAQ:NTNX – Free Report) by 2,482.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 84,701 shares of the technology company’s stock after buying an additional 81,421 shares during the quarter. Yousif Capital Management LLC’s holdings in Nutanix were worth $6,301,000 at the […]

Yousif Capital Management LLC lowered its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 14.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,189 shares of the business services provider’s stock after selling 6,410 shares during the quarter. Yousif Capital Management […]

Voya Investment Management LLC cut its position in shares of Hubbell Inc (NYSE:HUBB – Free Report) by 12.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,581 shares of the industrial products company’s stock after selling 3,505 shares during the period. […]

Yousif Capital Management LLC boosted its position in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 12.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 84,209 shares of the financial services provider’s stock after buying an additional 9,302 shares during the […]

Vontobel Holding Ltd. cut its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 6.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 113,795 shares of the company’s stock after selling 8,151 shares during the quarter. Vontobel Holding […]

Vontobel Holding Ltd. increased its stake in shares of Allegion PLC (NYSE:ALLE – Free Report) by 3,264.6% during the 3rd quarter, Holdings Channel reports. The fund owned 47,609 shares of the scientific and technical instruments company’s stock after acquiring an additional 46,194 shares during the period. Vontobel Holding Ltd.’s holdings in Allegion were worth $8,443,000 […]

Vontobel Holding Ltd. trimmed its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 19.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 51,278 shares of the company’s stock after selling 12,665 shares during the quarter. Vontobel Holding Ltd.’s holdings in CrowdStrike were […]

ZWJ Investment Counsel Inc. boosted its stake in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 18.4% during the third quarter, HoldingsChannel.com reports. The firm owned 178,203 shares of the credit services provider’s stock after acquiring an additional 27,740 shares during the period. Equifax makes up about 1.6% of ZWJ Investment Counsel Inc.’s portfolio, […]

RFG Holdings Inc. increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.2% during the third quarter, HoldingsChannel reports. The fund owned 53,640 shares of the company’s stock after buying an additional 4,062 shares during the quarter. Vanguard Small-Cap ETF comprises about 3.5% of RFG Holdings Inc.’s portfolio, making the […]

Hunter Perkins Capital Management LLC grew its stake in shares of Icon Plc (NASDAQ:ICLR – Free Report) by 18.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,470 shares of the medical research company’s stock after purchasing an additional 4,071 shares during […]

Stephens Consulting LLC decreased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 28.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 10,616 shares of the company’s stock after selling 4,263 shares during the period. Vanguard Small-Cap ETF comprises 0.9% of Stephens Consulting LLC’s holdings, making the stock its 17th largest […]

Gemmer Asset Management LLC purchased a new position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 24,821 shares of the company’s stock, valued at approximately $1,183,000. A number of other […]

World Investment Advisors increased its stake in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 19.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 260,531 shares of the company’s stock after purchasing an additional 42,142 shares during the […]

Independent Wealth Network Inc. bought a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 2,507 shares of the CRM provider’s stock, valued at approximately $594,000. Other hedge funds also recently bought and […]

HWG Holdings LP trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,077 shares of the company’s stock after selling 5,382 shares during the […]

Vestia Personal Wealth Advisors grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,279 shares of the company’s stock after acquiring an additional 2,074 shares during the period. […]

World Investment Advisors boosted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 8.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 321,227 shares of the company’s stock after purchasing an additional 25,661 shares during the period. iShares 0-5 Year […]

ZWJ Investment Counsel Inc. decreased its stake in AT&T Inc. (NYSE:T – Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,118,255 shares of the technology company’s stock after selling 33,811 shares during the quarter. ZWJ […]

Gemmer Asset Management LLC increased its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 5.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 163,760 shares of the company’s stock after buying an additional 7,923 shares during the period. […]

World Investment Advisors increased its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 6.1% 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 35,421 shares of the company’s stock after purchasing […]

Yousif Capital Management LLC trimmed its holdings in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 8.1% during the third quarter, Holdings Channel reports. The institutional investor owned 38,287 shares of the apparel retailer’s stock after selling 3,363 shares during the quarter. Yousif Capital Management LLC’s holdings in Ross Stores were worth $5,835,000 as of […]

Cadent Capital Advisors LLC grew its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 56,669 shares of the exchange traded fund’s stock after purchasing an additional 5,195 shares during the period. iShares U.S. Technology ETF accounts for 2.9% of Cadent […]

FLP Wealth Management LLC purchased a new stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 7,239 shares of the company’s stock, valued at approximately $708,000. Vanguard Russell 2000 ETF accounts for about 0.7% of FLP Wealth Management LLC’s investment portfolio, making the stock its […]

Sagace Wealth Management LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 29.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 33,359 shares of the company’s stock after acquiring an additional 7,544 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.5% […]

Vestia Personal Wealth Advisors lifted its stake in Ultra-Short Fixed Income ETF (NYSEARCA:DUSB – Free Report) by 596.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 75,828 shares of the company’s stock after buying an additional 64,945 shares during the quarter. Ultra-Short Fixed Income ETF accounts for 2.1% of Vestia Personal Wealth Advisors’ portfolio, […]

Hunter Perkins Capital Management LLC bought a new stake in Teleflex Incorporated (NYSE:TFX – 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 4,097 shares of the medical technology company’s stock, valued at approximately $501,000. Other large […]

ZWJ Investment Counsel Inc. grew its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 83,679 shares of the medical research company’s stock after buying an additional 1,131 […]

ZWJ Investment Counsel Inc. lifted its holdings in Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) by 11.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 246,906 shares of the financial services provider’s stock after acquiring an additional 26,236 shares during the quarter. ZWJ […]

Sagace Wealth Management LLC lowered its position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 69.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,204 shares of the company’s stock after selling 101,835 shares during the […]

Yousif Capital Management LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 320,149 shares of the company’s stock after selling 10,541 shares during the quarter. Johnson & Johnson […]

Sagace Wealth Management LLC raised its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 93.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,547 shares of the company’s stock after acquiring an additional 39,443 shares during the […]

ZWJ Investment Counsel Inc. boosted its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 60.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 38,671 shares of the company’s stock after purchasing an additional 14,520 shares during the quarter. ZWJ Investment Counsel Inc.’s holdings in JPMorgan Ultra-Short Municipal ETF were worth […]

Private Trust Co. NA boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.6% in the third quarter, HoldingsChannel.com reports. The firm owned 18,294 shares of the company’s stock after acquiring an additional 976 shares during the period. Vanguard S&P 500 ETF accounts for approximately 1.0% of Private Trust Co. NA’s […]

World Investment Advisors raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 3.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 576,359 shares of the company’s stock after purchasing an additional 18,010 shares during the quarter. Vanguard Intermediate-Term Bond ETF accounts for 0.9% of World Investment Advisors’ investment […]

Milestone Asset Management LLC raised its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 105.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,440 shares of the company’s stock after buying an additional 3,818 shares […]

World Investment Advisors reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 729,990 shares of the company’s stock after selling 14,026 shares during the quarter. iShares S&P 500 Growth ETF […]

Vestia Personal Wealth Advisors raised its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 5.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 347,881 shares of the company’s stock after acquiring an additional 16,919 shares during the quarter. Dimensional […]

HRC Wealth Management LLC boosted its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 5.7% during the third quarter, Holdings Channel reports. The fund owned 32,906 shares of the company’s stock after acquiring an additional 1,778 shares during the period. Vanguard Mid-Cap Growth ETF comprises 4.7% of HRC Wealth Management LLC’s holdings, […]

Voya Investment Management LLC trimmed its stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 23.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,199 shares of the oil and natural gas company’s stock after selling 12,078 shares during […]

Hunter Perkins Capital Management LLC lowered its holdings in shares of Graphic Packaging Holding Company (NYSE:GPK – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 434,988 shares of the industrial products company’s stock after selling 49,307 […]

Milestone Asset Management LLC purchased a new stake in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund purchased 11,294 shares of the exchange traded fund’s stock, valued at approximately $877,000. Other large investors also recently made changes to their […]

World Investment Advisors lifted its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 216,281 shares of the company’s stock after purchasing an additional 12,089 shares during the period. […]

World Investment Advisors cut its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 21.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 329,775 shares of the company’s stock after selling 89,849 shares during the quarter. World Investment […]

Pure Portfolios Holdings LLC grew its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 9.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 94,042 shares of the company’s stock after purchasing an additional 8,114 shares during […]

Milestone Asset Management LLC boosted its stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 170.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 502,992 shares of the company’s stock after purchasing an additional 316,702 shares […]

Independent Wealth Network Inc. boosted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 97.6% during the third quarter, Holdings Channel reports. The fund owned 5,493 shares of the company’s stock after acquiring an additional 2,713 shares during the period. Independent Wealth Network Inc.’s holdings in Invesco NASDAQ 100 ETF […]

Patriot Investment Management Group Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 197,903 shares of the company’s stock after acquiring an additional 5,421 shares during the quarter. iShares Core U.S. Aggregate Bond ETF […]

Patriot Investment Management Group Inc. boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 20.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 79,119 shares of the exchange traded fund’s stock after acquiring an additional 13,396 shares during the period. Patriot Investment Management Group Inc.’s holdings in iShares National […]