Pitcairn Co. cut its stake in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 13.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 13,573 shares of the company’s stock after selling 2,102 shares during the quarter. Pitcairn Co.’s holdings in DoorDash were worth $1,937,000 as of its most recent SEC filing. A number of other […]

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 […]

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. […]

Senvest Management LLC bought a new position in shares of Bank OZK (NASDAQ:OZK – Free Report) in the third quarter, HoldingsChannel reports. The institutional investor bought 518,859 shares of the company’s stock, valued at approximately $22,306,000. Bank OZK comprises about 0.8% of Senvest Management LLC’s holdings, making the stock its 29th largest holding. Several other […]

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 […]

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% […]

Pacer Advisors Inc. cut its position in shares of DT Midstream, Inc. (NYSE:DTM – Free Report) by 70.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 95,937 shares of the company’s stock after selling 224,330 shares during the quarter. Pacer Advisors Inc.’s holdings […]

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 […]

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 […]

Wealth Dimensions Group Ltd. decreased its position in Oracle Co. (NYSE:ORCL – Free Report) by 4.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 4,841 shares of the enterprise software provider’s stock after selling 238 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in Oracle were worth $825,000 as of its most recent […]

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 […]

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 […]

Seldon Capital LP acquired a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm acquired 2,754 shares of the retailer’s stock, valued at approximately $222,000. Other large investors have also recently modified their holdings of the company. EntryPoint Capital LLC acquired a new position in […]

Garner Asset Management Corp raised its holdings in Morgan Stanley (NYSE:MS – Free Report) by 1.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,937 shares of the financial services provider’s stock after purchasing an additional 234 shares during the quarter. Garner […]

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 […]

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 […]

Wealth Dimensions Group Ltd. cut its holdings in ConocoPhillips (NYSE:COP – Free Report) by 8.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 2,638 shares of the energy producer’s stock after selling 231 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in ConocoPhillips were worth $278,000 at the end of the most […]

Starbucks Co. (NASDAQ:SBUX – Get Free Report) CFO Rachel Ruggeri sold 1,491 shares of the company’s stock in a transaction dated Thursday, November 21st. The shares were sold at an average price of $99.54, for a total value of $148,414.14. Following the transaction, the chief financial officer now directly owns 80,124 shares in the company, […]

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 […]

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 […]

Summit Trail Advisors LLC grew its position in Linde plc (NASDAQ:LIN – Free Report) by 27.2% in the third quarter, Holdings Channel reports. The fund owned 8,517 shares of the basic materials company’s stock after acquiring an additional 1,822 shares during the quarter. Summit Trail Advisors LLC’s holdings in Linde were worth $4,061,000 at the […]

Advisors Asset Management Inc. cut its holdings in shares of ASML Holding (NASDAQ:ASML – Free Report) by 9.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 3,054 shares of the semiconductor company’s stock after selling 305 shares during the quarter. Advisors Asset Management Inc.’s holdings in ASML were worth $2,545,000 at the end of […]

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 […]

Swedbank AB increased its holdings in shares of Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) by 33.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 321,605 shares of the specialty retailer’s stock after acquiring an additional 81,414 shares during the period. Swedbank AB’s holdings in Ulta Beauty were worth $125,143,000 at the end […]

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 […]

Marco Investment Management LLC lowered its stake in InMode Ltd. (NASDAQ:INMD – Free Report) by 4.3% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,975 shares of the healthcare company’s stock after selling 1,600 shares during the quarter. Marco Investment Management LLC’s holdings […]

Sompo Asset Management Co. Ltd. boosted its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 7.0% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 155,755 shares of the company’s stock after purchasing an additional 10,220 shares during the quarter. Coca-Cola accounts for approximately 1.8% of Sompo Asset Management Co. Ltd.’s investment […]

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 […]

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 […]

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 […]

Pitcairn Co. reduced its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,383 shares of the company’s stock after selling 1,009 shares during the period. Pitcairn Co.’s holdings in Novo […]

Garner Asset Management Corp boosted its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 3.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 18,454 shares of the utilities provider’s stock after acquiring an additional 658 shares during the quarter. Garner Asset Management Corp’s holdings in Dominion Energy were worth $1,066,000 at […]

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 […]

Nwam LLC bought a new stake in Deere & Company (NYSE:DE – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,164 shares of the industrial products company’s stock, valued at approximately $903,000. A number of other large investors have also recently bought […]

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 […]

Crewe Advisors LLC increased its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 1.9% during the third quarter, HoldingsChannel reports. The fund owned 160 shares of the business services provider’s stock after acquiring an additional 3 shares during the quarter. Crewe Advisors LLC’s holdings in Booking were worth $674,000 as of […]

StoneX Group Inc. raised its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 128,059 shares of the technology company’s stock after purchasing an additional 583 shares during […]

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 […]

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 […]

StoneX Group Inc. decreased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 26,029 shares of the company’s stock after selling 82 shares during the period. StoneX Group Inc.’s holdings in […]

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 […]

Hartford Funds Management Co LLC grew its holdings in Accenture plc (NYSE:ACN – Free Report) by 19.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,348 shares of the information technology services provider’s stock after purchasing an additional 223 shares during the […]

Larson Financial Group LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 220.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 23,425 shares of the exchange traded fund’s stock after acquiring an additional 16,108 shares during the quarter. Larson Financial Group LLC’s holdings in SPDR Gold […]

Icon Wealth Advisors LLC lowered its position in The Boeing Company (NYSE:BA – Free Report) by 56.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,467 shares of the aircraft producer’s stock after selling 1,901 shares during the period. Icon Wealth Advisors LLC’s holdings in Boeing were worth $223,000 as of its most recent […]

Summit Trail Advisors LLC reduced its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 0.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 942 shares of the business services provider’s stock after selling 4 shares during the period. Summit Trail Advisors LLC’s holdings in Booking were worth $3,966,000 […]

Managed Asset Portfolios LLC grew its stake in Medtronic plc (NYSE:MDT – Free Report) by 23.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 292,378 shares of the medical technology company’s stock after purchasing an additional 55,517 shares during the quarter. Medtronic […]

Seldon Capital LP bought a new position in shares of TaskUs, Inc. (NASDAQ:TASK – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 417,428 shares of the company’s stock, valued at approximately $5,393,000. TaskUs comprises about 3.0% of […]

Cahill Financial Advisors Inc. lessened its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 2,391 shares of the aerospace company’s stock after selling 96 shares during the quarter. Cahill Financial Advisors Inc.’s holdings in Lockheed Martin were worth $1,397,000 at the end […]