KKM Financial LLC boosted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 5.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,223 shares of the credit-card processor’s stock after acquiring an additional 530 shares during […]

Nwam LLC acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 14,544 shares of the enterprise software provider’s stock, valued at approximately $2,478,000. Several other institutional investors have also recently bought and sold shares […]

Icon Wealth Advisors LLC lowered its position in shares of RTX Co. (NYSE:RTX – Free Report) by 30.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,288 shares of the company’s stock after selling 3,258 shares during the quarter. Icon Wealth Advisors […]

Leelyn Smith LLC cut its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,713 shares of the home improvement retailer’s stock after selling 30 shares during the quarter. Leelyn […]

Leelyn Smith LLC boosted its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,689 shares of the company’s stock after acquiring an additional 909 shares during the quarter. Leelyn Smith […]

Pitcairn Co. lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.8% 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 79,733 shares of the information services provider’s stock after selling 5,801 shares during the period. Alphabet […]

Nwam LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 50.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,838 shares of the Internet television network’s stock after buying an additional 1,279 shares during the quarter. Nwam LLC’s […]

Canopy Partners LLC raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 4.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,588 shares of the biopharmaceutical company’s stock after purchasing an additional 1,618 shares during the period. Canopy Partners LLC’s […]

KKM Financial LLC cut its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 26.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,883 shares of the industrial products company’s stock after selling 692 shares during the quarter. KKM Financial LLC’s […]

Certified Advisory Corp reduced its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,436 shares of the company’s stock after selling 68 shares during the period. Certified Advisory Corp’s holdings in […]

GenTrust LLC boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 26.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 955 shares of the home improvement retailer’s stock after acquiring an additional 197 shares during the […]

Camden National Bank cut its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 75,248 shares of the utilities provider’s stock after selling 369 shares during the period. Camden National Bank’s holdings […]

Pacer Advisors Inc. reduced its position in General Electric (NYSE:GE – Free Report) by 11.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 101,714 shares of the conglomerate’s stock after selling 12,816 shares during the quarter. Pacer Advisors Inc.’s holdings […]

Nwam LLC decreased its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 3.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,023 shares of the software maker’s stock after selling 273 shares during the quarter. Nwam LLC’s […]

Palisade Asset Management LLC increased its holdings in Accenture plc (NYSE:ACN – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 35,092 shares of the information technology services provider’s stock after acquiring an additional 189 shares during the quarter. Palisade […]

The Home Depot, Inc. (NYSE:HD – Get Free Report) EVP Ann Marie Campbell sold 100 shares of the company’s stock in a transaction dated Wednesday, November 20th. The stock was sold at an average price of $402.58, for a total transaction of $40,258.00. Following the transaction, the executive vice president now owns 12,465 shares of […]

Nicolet Advisory Services LLC trimmed its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,222 shares of the company’s stock after selling 129 shares during the quarter. Nicolet […]

Pacer Advisors Inc. lifted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,930 shares of the industrial products company’s stock after acquiring an additional 824 shares during the quarter. Pacer Advisors Inc.’s […]

Camden National Bank bought a new position in RTX Co. (NYSE:RTX – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 2,610 shares of the company’s stock, valued at approximately $316,000. A number of other hedge funds and other institutional investors have also recently modified […]

Nwam LLC purchased a new position in shares of Abbott Laboratories (NYSE:ABT – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 20,597 shares of the healthcare product maker’s stock, valued at approximately $2,348,000. Other hedge funds and other institutional investors […]

GM Advisory Group LLC raised its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 35.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,899 shares of the company’s stock after purchasing an additional 500 shares during the quarter. GM […]

M Holdings Securities Inc. lowered its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 7.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,404 shares of the cable giant’s stock after selling 2,497 shares during […]

GM Advisory Group LLC acquired a new stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 270 shares of the information technology services provider’s stock, valued at approximately $241,000. A number of […]

Camden National Bank acquired a new position in Cencora, Inc. (NYSE:COR – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,529 shares of the company’s stock, valued at approximately $344,000. Other institutional investors and hedge funds […]

First County Bank CT cut its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 19.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,199 shares of the footwear maker’s stock after selling 753 shares during the quarter. First County Bank CT’s holdings […]

KKM Financial LLC lifted its position in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 7.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,249 shares of the oil and gas company’s stock after buying an additional 890 […]

Great Valley Advisor Group Inc. grew its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 1.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,600 shares of the financial services provider’s stock after purchasing an additional 420 shares […]

Stonebrook Private Inc. grew its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 5,645 shares of the CRM provider’s stock after purchasing an additional 152 shares during the quarter. Stonebrook Private Inc.’s […]

Banco Santander S.A. lowered its position in Dell Technologies Inc. (NYSE:DELL – Free Report) by 6.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,203 shares of the technology company’s stock after selling 337 shares during the quarter. Banco Santander S.A.’s holdings […]

Canopy Partners LLC purchased a new stake in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 381 shares of the industrial products company’s stock, valued at approximately $241,000. A number of other hedge […]

Pitcairn Co. trimmed its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 80,580 shares of the company’s stock after selling 985 shares during the period. iShares Russell 1000 ETF […]

Palisade Asset Management LLC lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 5.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,302 shares of the home improvement retailer’s stock after selling 3,667 shares during the period. […]

Palisade Asset Management LLC lowered its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 59,601 shares of the oil and gas company’s stock after selling 216 shares during the period. Palisade Asset Management LLC’s […]

Great Valley Advisor Group Inc. boosted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 16.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,921 shares of the CRM provider’s stock after buying an additional 9,644 […]

49 Wealth Management LLC acquired a new stake in EOG Resources, Inc. (NYSE:EOG – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,631 shares of the energy exploration company’s stock, valued at approximately $200,000. Several other institutional investors […]

Eagle Asset Management Inc. boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 16.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 345,418 shares of the retailer’s stock after purchasing an additional 47,878 shares during the quarter. Eagle Asset Management Inc.’s holdings […]

KKM Financial LLC boosted its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 51,084 shares of the transportation company’s stock after acquiring an additional 3,340 shares during the quarter. […]

49 Wealth Management LLC purchased a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,770 shares of the utilities provider’s stock, valued at approximately $234,000. A number of other large investors have also […]

Leelyn Smith LLC increased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.2% 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 64,836 shares of the cell phone carrier’s stock after buying an additional 1,984 shares […]

Kingsview Wealth Management LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 43,808 shares of the electric vehicle producer’s stock after selling 1,358 shares during the quarter. Kingsview Wealth […]

Nicolet Advisory Services LLC trimmed its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,026 shares of the CRM provider’s stock after selling 39 shares during the period. Nicolet Advisory Services LLC’s holdings […]

Nicolet Advisory Services LLC lifted its position in shares of Bank of America Co. (NYSE:BAC) by 4.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,782 shares of the financial services provider’s stock after buying an additional 1,359 shares […]

Stonebrook Private Inc. grew its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 931 shares of the software company’s stock after buying an additional 71 shares during the […]

Certified Advisory Corp raised its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,995 shares of the retailer’s stock after acquiring an additional 163 shares during the quarter. Certified […]

Banco Santander S.A. reduced its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 9.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,893 shares of the healthcare product maker’s stock after selling 1,130 shares during the period. Banco Santander S.A.’s […]

CMG Global Holdings LLC bought a new stake in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,000 shares of the technology retailer’s stock, valued at approximately $207,000. Several other institutional investors […]

Cerity Partners LLC lifted its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 25.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 530,923 shares of the wireless technology company’s stock after purchasing an additional 106,561 shares during the quarter. Cerity Partners […]

49 Wealth Management LLC bought a new stake in American Express (NYSE:AXP – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 937 shares of the payment services company’s stock, valued at approximately $254,000. Other hedge funds have […]

Citigroup Inc. reduced its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 21.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 299,432 shares of the specialty chemicals company’s stock after selling 81,672 shares during the quarter. Citigroup Inc. owned about […]

Kingsview Wealth Management LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 83,990 shares of the information services provider’s stock after selling 3,802 shares during the period. Kingsview […]