Naviter Wealth LLC lifted its position in SAP SE (NYSE:SAP – Free Report) by 0.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 21,334 shares of the software maker’s stock after purchasing an additional 168 shares during the period. Naviter Wealth LLC’s holdings in SAP were worth […]

Bfsg LLC boosted its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 3.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,521 shares of the information technology services provider’s stock after buying an additional 572 shares during the quarter. […]

Naviter Wealth LLC boosted its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 71,527 shares of the real estate investment trust’s stock after acquiring an additional 3,102 shares during the period. Prologis accounts for […]

nVerses Capital LLC lifted its holdings in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 82.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,300 shares of the company’s stock after buying an additional 6,900 shares during […]

nVerses Capital LLC grew its stake in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 11.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,700 shares of the technology company’s stock after buying an additional 500 shares during the […]

nVerses Capital LLC acquired a new stake in Cloudflare, Inc. (NYSE:NET – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 12,400 shares of the company’s stock, valued at approximately $1,003,000. Other hedge funds also recently made changes to their positions in the […]

Kowal Investment Group LLC purchased a new position in Prologis, Inc. (NYSE:PLD – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,295 shares of the real estate investment trust’s stock, valued at approximately $542,000. A number of other hedge funds […]

Kowal Investment Group LLC boosted its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 13.4% during the third quarter, Holdings Channel reports. The institutional investor owned 4,954 shares of the enterprise software provider’s stock after buying an additional 587 shares during the period. Kowal Investment Group LLC’s holdings in Oracle were worth $844,000 at […]

Naviter Wealth LLC reduced its holdings in AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 9.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,105 shares of the real estate investment trust’s stock after selling 964 shares during the quarter. Naviter Wealth […]

Hengehold Capital Management LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 7.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,115 shares of the industrial products company’s stock after purchasing an additional 80 shares during the quarter. […]

nVerses Capital LLC bought a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 12,900 shares of the software maker’s stock, valued at approximately $1,000,000. Several other institutional investors have also recently made […]

Curran Financial Partners LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,374 shares of the oil and gas company’s stock after selling 292 shares during the […]

Compass Wealth Management LLC lifted its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 11.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 54,443 shares of the real estate investment trust’s stock after acquiring an additional 5,641 shares during the period. Crown Castle […]

Avnet, Inc. (NASDAQ:AVT – Get Free Report) hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $55.84 and last traded at $55.24, with a volume of 8316 shares changing hands. The stock had previously closed at $55.34. Analyst Ratings Changes AVT has been the subject of a […]

Crown Oak Advisors LLC cut its stake in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 5.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,020 shares of the construction company’s stock after selling 1,185 shares during the quarter. Watsco accounts for […]

nVerses Capital LLC grew its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 105.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,200 shares of the financial services provider’s stock after purchasing an additional 7,300 shares during the period. […]

Patton Fund Management Inc. purchased a new stake in shares of Capital One Financial Co. (NYSE:COF) during the third quarter, HoldingsChannel.com reports. The institutional investor purchased 26,422 shares of the financial services provider’s stock, valued at approximately $3,956,000. Other hedge funds and other institutional investors have also recently modified their holdings of the company. LRI […]

Cornerstone Wealth Management LLC boosted its holdings in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 1.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,676 shares of the industrial products company’s stock after acquiring an additional 53 shares during the […]

Hengehold Capital Management LLC lifted its position in The Cigna Group (NYSE:CI – Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,103 shares of the health services provider’s stock after acquiring an additional 144 shares during the quarter. Hengehold […]

ZWJ Investment Counsel Inc. decreased its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,393 shares of the biopharmaceutical company’s stock after selling 2,214 shares during the period. ZWJ Investment Counsel Inc.’s holdings […]

BOK Financial Co. (NASDAQ:BOKF – Get Free Report) reached a new 52-week high on Thursday . The company traded as high as $113.87 and last traded at $113.62, with a volume of 3318 shares trading hands. The stock had previously closed at $112.89. Wall Street Analysts Forecast Growth A number of analysts recently weighed in […]

Alliance Wealth Advisors LLC grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,634 shares of the company’s stock after purchasing an additional 128 shares during the quarter. Alliance Wealth Advisors LLC’s […]

Polestar Automotive Holding UK PLC (NASDAQ:PSNY – Get Free Report) shares dropped 5.9% during mid-day trading on Monday . The company traded as low as $1.35 and last traded at $1.37. Approximately 1,777,620 shares were traded during trading, a decline of 77% from the average daily volume of 7,848,009 shares. The stock had previously closed […]

Beech Hill Advisors Inc. trimmed its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 10.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,660 shares of the investment management company’s stock after selling 200 shares during the quarter. […]

SL Green Realty Corp. (NYSE:SLG – Get Free Report)’s share price hit a new 52-week high on Thursday . The stock traded as high as $74.51 and last traded at $74.07, with a volume of 60984 shares. The stock had previously closed at $72.69. Analyst Ratings Changes Several brokerages have weighed in on SLG. Scotiabank […]

Veritex Holdings, Inc. (NASDAQ:VBTX – Get Free Report) shares reached a new 52-week high on Tuesday . The stock traded as high as $26.84 and last traded at $26.84, with a volume of 15861 shares changing hands. The stock had previously closed at $26.15. Wall Street Analysts Forecast Growth A number of research firms recently […]

LifeSteps Financial Inc. acquired a new position in ServisFirst Bancshares, Inc. (NYSE:SFBS – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 3,000 shares of the financial services provider’s stock, valued at approximately $241,000. Several other institutional investors […]

Capital One Financial Co. (NYSE:COF) shares hit a new 52-week high during mid-day trading on Thursday . The stock traded as high as $160.45 and last traded at $159.08, with a volume of 234752 shares changing hands. The stock had previously closed at $158.07. Analyst Ratings Changes A number of analysts have issued reports on […]

B.O.S.S. Retirement Advisors LLC boosted its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,765 shares of the financial services provider’s stock after buying an additional […]

Kowal Investment Group LLC grew its holdings in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 27.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,689 shares of the company’s stock after acquiring an additional 368 shares during the period. Kowal Investment Group LLC’s holdings in Spotify Technology were worth $622,000 […]

B.O.S.S. Retirement Advisors LLC boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,751 shares of the company’s stock after acquiring an additional 1,725 shares during […]

Mitchell & Pahl Private Wealth LLC increased its holdings in shares of Sempra (NYSE:SRE – Free Report) by 4.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,247 shares of the utilities provider’s stock after acquiring an additional 1,046 shares during the period. […]

Compass Wealth Management LLC boosted its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 9.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 161,140 shares of the company’s stock after purchasing an additional 14,225 shares during the quarter. Pinterest accounts for […]

Patton Fund Management Inc. trimmed its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 5.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,654 shares of the specialty retailer’s stock after selling 150 shares during the period. Patton […]

Beech Hill Advisors Inc. reduced its position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 2.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,087 shares of the real estate investment trust’s stock after selling 687 shares […]

Halbert Hargrove Global Advisors LLC cut its stake in Vanguard Russell 1000 (NASDAQ:VONE – Free Report) by 7.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,633 shares of the company’s stock after selling 3,123 shares during the quarter. Vanguard Russell 1000 […]

Melfa Wealth Management Inc. raised its holdings in shares of BlackRock Income Trust, Inc. (NYSE:BKT – Free Report) by 1.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 374,393 shares of the company’s stock after buying an additional […]

Horizon Wealth Management LLC boosted its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 3,482.2% during the third quarter, Holdings Channel reports. The firm owned 88,517 shares of the exchange traded fund’s stock after purchasing an additional 86,046 shares during the quarter. iShares U.S. Technology ETF comprises about 2.7% of […]

iShares Russell 3000 ETF (NYSEARCA:IWV – Get Free Report)’s share price hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $334.03 and last traded at $333.21, with a volume of 12761 shares trading hands. The stock had previously closed at $332.12. iShares Russell 3000 ETF Stock Up […]

Quad Cities Investment Group LLC lowered its stake in Putnam Premier Income Trust (NYSE:PPT – Free Report) by 3.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 309,082 shares of the investment management company’s stock after selling 12,045 shares during the quarter. […]

Fulton Breakefield Broenniman LLC lowered its stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 1.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 8,430 shares of the company’s stock after selling 129 shares during the period. Fulton Breakefield Broenniman LLC’s holdings in Vanguard Russell 2000 ETF were worth $753,000 as […]

One Wealth Advisors LLC lifted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 43,694 shares of the company’s stock after acquiring an additional 2,240 shares during the […]

One Wealth Advisors LLC purchased a new stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 44,406 shares of the company’s stock, valued at approximately $4,855,000. One Wealth Advisors […]

Bfsg LLC boosted its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 41.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 20,645 shares of the company’s stock after purchasing an additional 6,003 shares during the period. Bfsg LLC’s holdings in iShares S&P Small-Cap 600 Growth ETF were worth $2,880,000 […]

Nottingham Advisors Inc. trimmed its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 1.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 79,285 shares of the company’s stock after selling 1,479 shares during the period. Nottingham Advisors Inc.’s […]

Good Life Advisors LLC lowered its holdings in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 133,001 shares of the company’s stock after selling 4,522 shares […]

Culbertson A N & Co. Inc. boosted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,470 shares of the company’s stock after purchasing an additional 1,300 […]

Hengehold Capital Management LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 324,997 shares of the company’s stock after buying an additional 6,375 shares during the quarter. […]

B.O.S.S. Retirement Advisors LLC boosted its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 16.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,393 shares of the business services provider’s stock after buying an additional […]

nVerses Capital LLC acquired a new position in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 12,100 shares of the company’s stock, valued at approximately $996,000. A number of other hedge funds have […]