Swedbank AB increased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 16.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,963,008 shares of the company’s stock after purchasing an additional 282,579 shares during the quarter. Swedbank AB’s holdings in Coca-Cola were […]

Pekin Hardy Strauss Inc. increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,771 shares of the credit-card processor’s stock after purchasing an additional 80 shares during the […]

Cerity Partners LLC lifted its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 11.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 409,352 shares of the business services provider’s stock after acquiring an additional 41,540 shares during the quarter. […]

Citigroup Inc. raised its stake in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 6.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 413,805 shares of the company’s stock after acquiring an additional 25,576 shares during the period. Citigroup Inc.’s holdings in DoorDash were worth $59,062,000 as of its most recent SEC filing. A […]

Crewe Advisors LLC decreased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.1% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 2,995 shares of the company’s stock after selling 96 shares during the period. Crewe Advisors LLC’s holdings in PepsiCo were worth $509,000 as […]

Daiwa Securities Group Inc. boosted its position in Linde plc (NASDAQ:LIN – Free Report) by 25.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 124,898 shares of the basic materials company’s stock after purchasing an additional 25,304 shares during the period. Daiwa Securities Group Inc.’s holdings in Linde were worth $59,559,000 at […]

Swedbank AB cut its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 6.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 595,402 shares of the insurance provider’s stock after selling 41,355 shares during the quarter. Swedbank AB owned approximately 0.10% […]

Centaurus Financial Inc. raised its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,650 shares of the electric vehicle producer’s stock after acquiring an additional 3,180 shares during the […]

Family Capital Management Inc. increased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 4.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,956 shares of the credit-card processor’s stock after purchasing an additional 89 shares during the […]

Daiwa Securities Group Inc. cut its position in Intel Co. (NASDAQ:INTC – Free Report) by 16.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,214,358 shares of the chip maker’s stock after selling 239,152 shares during the period. Daiwa […]

StoneX Group Inc. lessened its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 15.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,774 shares of the wireless technology company’s stock after selling 3,839 shares during the quarter. StoneX Group Inc.’s […]

Daiwa Securities Group Inc. increased its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 144,359 shares of the industrial products company’s stock after purchasing an additional 7,602 shares during […]

Stonebrook Private Inc. grew its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 12.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 384 shares of the software maker’s stock after acquiring an additional 43 shares during the quarter. Stonebrook Private Inc.’s holdings […]

Pitcairn Co. decreased its holdings in FedEx Co. (NYSE:FDX – Free Report) by 9.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,239 shares of the shipping service provider’s stock after selling 521 shares during the quarter. Pitcairn Co.’s holdings in FedEx […]

Representative Jake Auchincloss (D-Massachusetts) recently sold shares of State Street Co. (NYSE:STT). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $15,001 and $50,000 in State Street stock on November 18th. State Street Price Performance Shares of STT stock traded up $1.16 on Friday, reaching $97.50. The company’s stock […]

Daiwa Securities Group Inc. boosted its holdings in shares of American Express (NYSE:AXP) by 5.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 147,573 shares of the payment services company’s stock after buying an additional 7,258 shares during the quarter. Daiwa Securities Group Inc.’s […]

Cerity Partners LLC grew its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 16.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 932,102 shares of the company’s stock after purchasing an additional 130,626 shares during the period. Cerity Partners […]

Daiwa Securities Group Inc. cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 62.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 489,507 shares of the electric vehicle producer’s stock after selling 826,453 shares during […]

Larson Financial Group LLC boosted its position in General Electric (NYSE:GE – Free Report) by 5.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 27,232 shares of the conglomerate’s stock after buying an additional 1,525 shares during the period. Larson Financial Group LLC’s holdings in General Electric were worth $5,135,000 as of […]

Hartford Funds Management Co LLC lifted its stake in Linde plc (NASDAQ:LIN – Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,359 shares of the basic materials company’s stock after buying an additional 94 shares during the period. […]

Pekin Hardy Strauss Inc. lowered its stake in shares of Devon Energy Co. (NYSE:DVN – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 229,692 shares of the energy company’s stock after selling 1,112 shares during the […]

Citigroup Inc. raised its stake in Vertiv Holdings Co (NYSE:VRT – Free Report) by 262.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 599,502 shares of the company’s stock after buying an additional 434,216 shares during the period. Citigroup Inc.’s holdings in Vertiv were worth $59,644,000 as of its most recent filing with […]

Sompo Asset Management Co. Ltd. decreased its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 6.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,320 shares of the medical technology company’s stock after selling 160 shares during the quarter. […]

Sompo Asset Management Co. Ltd. grew its stake in shares of Aon plc (NYSE:AON – Free Report) by 9.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,240 shares of the financial services provider’s stock after buying an […]

Camden National Bank lessened its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 11.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 457 shares of the aerospace company’s stock after selling 57 shares during the quarter. Camden National Bank’s holdings in Lockheed Martin were worth $267,000 as of its most recent […]

Daiwa Securities Group Inc. lifted its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 98,024 shares of the conglomerate’s stock after acquiring an additional 2,052 shares during the quarter. Daiwa Securities Group Inc.’s holdings […]

Marco Investment Management LLC purchased a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 2,256 shares of the asset manager’s stock, valued at approximately $345,000. Other hedge funds and other institutional investors also recently modified their holdings of the company. West Financial […]

Journey Advisory Group LLC reduced its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,016 shares of the exchange traded fund’s stock after selling 57 shares during the quarter. Journey Advisory Group […]

Hartford Funds Management Co LLC increased its position in American Express (NYSE:AXP) by 2.5% 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 9,415 shares of the payment services company’s stock after buying an additional 231 shares during the […]

SevenBridge Financial Group LLC lifted its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 38.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,244 shares of the company’s stock after purchasing an additional 627 shares during the period. SevenBridge Financial Group LLC’s […]

Pekin Hardy Strauss Inc. raised its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 13.9% during the third quarter, according to its most recent filing with the SEC. The firm owned 29,552 shares of the biopharmaceutical company’s stock after purchasing an additional 3,600 shares during the period. Pekin Hardy Strauss Inc.’s holdings […]

Prospect Capital Co. (NASDAQ:PSEC – Get Free Report) announced a monthly dividend on Tuesday, November 5th,Zacks Dividends reports. Stockholders of record on Tuesday, November 26th will be paid a dividend of 0.045 per share by the financial services provider on Thursday, December 19th. This represents a $0.54 dividend on an annualized basis and a dividend […]

Summit Trail Advisors LLC raised its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 18,364 shares of the home improvement retailer’s stock after acquiring an additional 926 shares during […]

StoneX Group Inc. increased its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,106 shares of the fast-food giant’s stock after buying an additional 722 shares during the period. StoneX Group Inc.’s […]

Hartford Funds Management Co LLC increased its position in shares of RTX Co. (NYSE:RTX – Free Report) by 9.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,490 shares of the company’s stock after buying an additional 403 shares during the period. Hartford Funds […]

Hartford Funds Management Co LLC lifted its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,130 shares of the company’s stock after buying an additional 95 shares during the period. Hartford […]

SevenBridge Financial Group LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.0% during the third quarter, HoldingsChannel.com reports. The fund owned 48,215 shares of the company’s stock after buying an additional 1,872 shares during the quarter. PepsiCo makes up approximately 1.4% of SevenBridge Financial Group LLC’s investment portfolio, making […]

Draper Asset Management LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,192 shares of the information services provider’s stock after selling 81 shares during the quarter. Alphabet makes up approximately […]

Truepoint Inc. raised its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 45.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,082 shares of the healthcare conglomerate’s stock after purchasing an additional 337 shares during the period. Truepoint […]

Marco Investment Management LLC boosted its stake in shares of Dollar General Co. (NYSE:DG – Free Report) by 11.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,770 shares of the company’s stock after acquiring an additional 2,613 shares during the quarter. Marco […]

Wealth Dimensions Group Ltd. reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,094 shares of the company’s stock after selling 142 shares during the period. Wealth Dimensions […]

Summit Trail Advisors LLC cut its stake in Coinbase Global, Inc. (NASDAQ:COIN) by 7.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 65,519 shares of the cryptocurrency exchange’s stock after selling 4,931 shares during the period. Summit Trail Advisors LLC’s […]

Crewe Advisors LLC grew its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 77.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 452 shares of the company’s stock after buying an additional 197 shares during the […]

Summit Trail Advisors LLC increased its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 38.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,035 shares of the healthcare product maker’s stock after acquiring an additional 7,804 shares […]

Estate Counselors LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,607 shares of the exchange traded fund’s stock, valued at approximately $391,000. Several other institutional investors and hedge funds also recently […]

Daiwa Securities Group Inc. cut its position in American Tower Co. (NYSE:AMT – Free Report) by 69.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 201,932 shares of the real estate investment trust’s stock after selling 451,628 shares during the quarter. Daiwa Securities Group […]

SevenBridge Financial Group LLC lifted its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 7.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 12,783 shares of the company’s stock after buying an additional 900 shares during the quarter. SevenBridge Financial Group LLC’s holdings in Coca-Cola were worth $919,000 at the end of […]

Nicolet Advisory Services LLC lessened its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.7% during the third quarter, HoldingsChannel.com reports. The fund owned 14,169 shares of the company’s stock after selling 701 shares during the quarter. Nicolet Advisory Services LLC’s holdings in Altria Group were worth $708,000 as of its […]

Penserra Capital Management LLC decreased its holdings in shares of American Express (NYSE:AXP) by 9.1% during the third quarter, Holdings Channel.com reports. The fund owned 70,163 shares of the payment services company’s stock after selling 7,038 shares during the period. Penserra Capital Management LLC’s holdings in American Express were worth $19,027,000 as of its most […]

Capital Investment Counsel LLC raised its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 0.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,936 shares of the company’s stock after purchasing an additional 24 shares […]