Cyndeo Wealth Partners LLC trimmed its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 6.4% during the third quarter, Holdings Channel.com reports. The firm owned 27,423 shares of the basic materials company’s stock after selling 1,865 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Linde were worth $13,016,000 as of […]

Mather Group LLC. raised its position in Cigna Group (NYSE:CI – Free Report) by 57.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,269 shares of the health services provider’s stock after buying an additional 3,399 shares during the period. Mather […]

GFG Capital LLC lowered its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 87.8% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,526 shares of the Internet television network’s stock after selling 83,187 shares during the quarter. GFG Capital LLC’s holdings in […]

Cyndeo Wealth Partners LLC lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 141,048 shares of the company’s stock after buying an additional 3,837 shares during the period. AbbVie makes up […]

Cardinal Capital Management Inc. lowered its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 10.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 245,195 shares of the company’s stock after selling 28,524 shares during the quarter. AbbVie makes up 1.5% […]

Forum Financial Management LP grew its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 750.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,836 shares of the asset manager’s stock after buying an additional 1,620 shares during the […]

Cyndeo Wealth Partners LLC lowered its holdings in Morgan Stanley (NYSE:MS – Free Report) by 22.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 54,806 shares of the financial services provider’s stock after selling 16,033 shares during the period. Cyndeo […]

Forum Financial Management LP bought a new position in shares of SpaceX (NASDAQ:SPCX – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,179 shares of the company’s stock, valued at approximately $932,000. Other hedge funds have also recently added to […]

RKL Wealth Management LLC decreased its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 3.8% in the third quarter, Holdings Channel.com reports. The firm owned 196,709 shares of the company’s stock after selling 7,709 shares during the period. iShares MBS ETF comprises about 1.4% of RKL Wealth Management LLC’s holdings, making the stock […]

Curated Wealth Partners LLC reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 99.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,315 shares of the CRM provider’s stock after selling 670,559 shares during the quarter. Curated Wealth Partners […]

Eagle Strategies LLC grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 47,875 shares of the company’s stock after buying an additional 3,419 shares during the period. Vanguard Value ETF makes up approximately 1.0% of Eagle Strategies LLC’s investment portfolio, […]

Cardinal Capital Management Inc. decreased its holdings in shares of Cummins Inc. (NYSE:CMI – Free Report) by 2.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 93,947 shares of the company’s stock after selling 1,879 shares during the period. Cummins accounts for about 1.1% of Cardinal Capital Management Inc.’s portfolio, making the […]

Cyndeo Wealth Partners LLC reduced its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 33.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,844 shares of the manufacturing equipment provider’s stock after selling 4,517 shares during the […]

Cyr Financial Inc. grew its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 8.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 335,580 shares of the company’s stock after purchasing an additional 27,013 shares during the period. Fidelity Total Bond ETF comprises […]

Curated Wealth Partners LLC decreased its position in Biogen Inc. (NASDAQ:BIIB – Free Report) by 91.3% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,287 shares of the biotechnology company’s stock after selling 24,051 shares during the period. Curated Wealth Partners LLC’s holdings in Biogen were worth $517,000 at the end of the […]

Eagle Strategies LLC raised its stake in shares of Graham Holdings Company (NYSE:GHC – Free Report) by 15.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 3,681 shares of the company’s stock after purchasing an additional 504 shares during the period. Eagle Strategies LLC owned approximately […]

Vontobel Holding Ltd. decreased its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 2.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 68,974 shares of the industrial products company’s stock after selling 1,379 shares during the quarter. Vontobel […]

Cyndeo Wealth Partners LLC increased its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 384.1% during the third quarter, HoldingsChannel.com reports. The firm owned 15,969 shares of the industrial products company’s stock after buying an additional 12,670 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Illinois Tool Works […]

Curated Wealth Partners LLC cut its holdings in Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 88.8% in the third quarter, HoldingsChannel reports. The institutional investor owned 8,491 shares of the financial services provider’s stock after selling 67,409 shares during the quarter. Curated Wealth Partners LLC’s holdings in Commerce Bancshares were worth $465,000 as of […]

KWB Wealth acquired a new position in MFS Active Value ETF (NYSE:MFSV – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 919,981 shares of the company’s stock, valued at approximately $25,851,000. MFS Active Value ETF makes up […]

NFSG Corp grew its position in Danaher Corporation (NYSE:DHR – Free Report) by 488.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,091 shares of the conglomerate’s stock after purchasing an additional 2,566 shares during the quarter. NFSG […]

Howard Capital Management LLC grew its stake in shares of Cencora, Inc. (NYSE:COR – Free Report) by 1,141.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,808 shares of the company’s stock after buying an additional 16,374 shares during the quarter. Howard […]

KWB Wealth grew its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 493,608 shares of the company’s stock after purchasing an additional 17,312 shares during […]

Fiduciary Advisors Inc. cut its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 109,062 shares of the company’s stock after selling 9,382 shares during the quarter. Vanguard Mid-Cap ETF […]

Mosley Wealth Management raised its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 4.1% in the third quarter, Holdings Channel.com reports. The fund owned 38,695 shares of the company’s stock after acquiring an additional 1,537 shares during the period. Vanguard Health Care ETF comprises 3.7% of Mosley Wealth Management’s portfolio, making the […]

True Freedom Investing LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 21,698 shares of the software giant’s stock, valued at approximately $8,032,000. Microsoft accounts for about 0.6% […]

Hengehold Capital Management LLC bought a new stake in shares of Cummins Inc. (NYSE:CMI – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,560 shares of the company’s stock, valued at approximately $3,389,000. Other institutional investors have also bought […]

Cyndeo Wealth Partners LLC boosted its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 11.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 737,489 shares of the company’s stock after buying an additional 74,678 […]

Teza Capital Management LLC raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 59.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,715 shares of the computer hardware maker’s stock after buying an […]

Cardinal Capital Management Inc. grew its holdings in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 12.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 176,320 shares of the electronics maker’s stock after acquiring an additional 20,113 shares […]

Snider Financial Group increased its position in Bank of America Corporation (NYSE:BAC – Free Report) by 74.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,042 shares of the financial services provider’s stock after buying an additional 11,096 […]

Signal Advisors Wealth LLC bought a new stake in Masco Corporation (NYSE:MAS – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor bought 8,186 shares of the construction company’s stock, valued at approximately $552,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. BlackRock Inc. purchased a […]

Cyndeo Wealth Partners LLC grew its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 38.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,366 shares of the company’s stock after purchasing an additional 5,623 shares during the period. Cyndeo Wealth Partners LLC’s […]

Goelzer Investment Management Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 556,177 shares of the company’s stock after purchasing an additional 18,689 shares during the period. Eli […]

Cyndeo Wealth Partners LLC reduced its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 12.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,903 shares of the industrial products company’s stock after selling 570 shares during the […]

Kendall Capital Management purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, Holdings Channel reports. The firm purchased 3,350 shares of the software giant’s stock, valued at approximately $1,250,000. Several other hedge funds have also recently bought and sold shares of the stock. Auto Owners Insurance Co grew its […]

Eagle Strategies LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 462,737 shares of the company’s stock after buying an additional 21,267 shares during the period. Vanguard Mid-Cap ETF accounts […]

Vontobel Holding Ltd. grew its holdings in shares of Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 21.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 140,458 shares of the company’s stock after acquiring an additional 25,009 shares during the period. Vontobel Holding Ltd.’s holdings in Casey’s General Stores were worth $85,463,000 […]

Goelzer Investment Management Inc. purchased a new position in Astrazeneca Plc (NYSE:AZN – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 39,625 shares of the company’s stock, valued at approximately $6,398,000. Other hedge funds and other institutional investors also recently added […]

Eagle Strategies LLC cut its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 63.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,028 shares of the CRM provider’s stock after selling 7,137 shares during the quarter. Eagle Strategies LLC’s holdings […]

Fiduciary Advisors Inc. bought a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 15,559 shares of the technology company’s stock, valued at approximately $3,168,000. Arista Networks makes up 2.1% of Fiduciary […]

Curated Wealth Partners LLC purchased a new stake in Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 3,681 shares of the restaurant operator’s stock, valued at approximately $575,000. Other institutional investors also recently modified their holdings of the company. Basecamp Wealth Advisors LLC boosted its position […]

Curated Wealth Partners LLC cut its stake in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 97.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,899 shares of the industrial products company’s stock after selling 68,101 shares […]

Carroll Advisory Group LLC acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 4,014 shares of the technology company’s stock, valued at approximately $817,000. A number of other hedge funds and […]

Curated Wealth Partners LLC lessened its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 99.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 948 shares of the company’s stock after selling 232,984 shares during the quarter. Curated Wealth Partners LLC’s […]

B. Riley Wealth Advisors Inc. acquired a new stake in shares of ArcBest Corporation (NASDAQ:ARCB – Free Report) in the third quarter, HoldingsChannel reports. The institutional investor acquired 4,302 shares of the transportation company’s stock, valued at approximately $548,000. A number of other large investors have also added to or reduced their stakes in ARCB. […]

Cyndeo Wealth Partners LLC reduced its holdings in American Express Company (NYSE:AXP – Free Report) by 16.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,536 shares of the payment services company’s stock after selling 4,887 shares during the quarter. Cyndeo Wealth […]

Cardinal Capital Management Inc. lifted its holdings in Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 101.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,331,336 shares of the oil and gas producer’s stock after purchasing an additional 3,181,648 shares during the period. Suncor […]

KWB Wealth increased its stake in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 6.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 353,594 shares of the company’s stock after acquiring an additional 21,952 shares during the quarter. KWB […]

Krilogy Financial LLC boosted its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 280.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,350 shares of the restaurant operator’s stock after acquiring an additional 24,585 shares […]