GM Advisory Group LLC raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 8.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,087 shares of the credit-card processor’s stock after purchasing an additional 903 shares during […]

Nwam LLC trimmed its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 3.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,107 shares of the information technology services provider’s stock after selling 220 shares during the quarter. Nwam […]

Ithaka Group LLC reduced its stake in Blackstone Inc. (NYSE:BX – Free Report) by 0.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,741 shares of the asset manager’s stock after selling 805 shares during the period. Blackstone accounts for 2.7% […]

Nwam LLC reduced its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 1.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 117,400 shares of the natural resource company’s stock after selling 1,544 shares during the period. Nwam LLC’s holdings in Freeport-McMoRan were […]

Nwam LLC trimmed its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,590 shares of the company’s stock after selling 25 shares during the quarter. Nwam LLC’s holdings in MercadoLibre were worth $3,262,000 as […]

Nwam LLC bought a new stake in shares of Danaher Co. (NYSE:DHR – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 13,169 shares of the conglomerate’s stock, valued at approximately $3,661,000. A number of other hedge funds and other institutional […]

Nwam LLC decreased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,509 shares of the wireless technology company’s stock after selling 249 shares during the period. […]

Expensify, Inc. (NASDAQ:EXFY – Get Free Report) CEO David Michael Barrett sold 45,094 shares of the business’s stock in a transaction dated Monday, November 18th. The shares were sold at an average price of $2.70, for a total transaction of $121,753.80. Following the completion of the sale, the chief executive officer now directly owns 2,463,773 […]

Biltmore Family Office LLC increased its position in Target Co. (NYSE:TGT – Free Report) by 9.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,111 shares of the retailer’s stock after purchasing an additional 184 shares during the quarter. Biltmore Family […]

49 Wealth Management LLC raised its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 224.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,002 shares of the company’s stock after purchasing an additional 3,458 shares during the period. […]

Biltmore Family Office LLC trimmed its holdings in Danaher Co. (NYSE:DHR – Free Report) by 4.6% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,727 shares of the conglomerate’s stock after selling 84 shares during the period. Biltmore Family Office LLC’s holdings in Danaher were worth $481,000 […]

AlphaCore Capital LLC boosted its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 13.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,006 shares of the medical research company’s stock after purchasing an additional 470 shares during the quarter. AlphaCore Capital LLC’s […]

Eagle Asset Management Inc. lowered its stake in FedEx Co. (NYSE:FDX – Free Report) by 13.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 199,554 shares of the shipping service provider’s stock after selling 31,695 shares during the quarter. Eagle Asset Management […]

Raymond James Trust N.A. raised its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 1.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 75,503 shares of the industrial products company’s stock after buying an additional 1,307 shares during the quarter. […]

Ithaka Group LLC trimmed its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 46,186 shares of the information technology services provider’s stock after selling 1,749 shares during the quarter. […]

Sezzle Inc. (NASDAQ:SEZL – Get Free Report) Director Kyle M. Brehm acquired 106 shares of the firm’s stock in a transaction on Wednesday, November 20th. The stock was purchased at an average price of $402.00 per share, with a total value of $42,612.00. Following the purchase, the director now owns 3,608 shares in the company, […]

GM Advisory Group LLC decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 6.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,871 shares of the biopharmaceutical company’s stock after selling 1,861 shares during the quarter. GM Advisory Group LLC’s holdings […]

Eagle Asset Management Inc. trimmed its stake in Moody’s Co. (NYSE:MCO – Free Report) by 25.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 245,433 shares of the business services provider’s stock after selling 84,814 shares during the period. Eagle […]

AlphaCore Capital LLC reduced its holdings in Northrop Grumman Co. (NYSE:NOC – Free Report) by 0.4% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,121 shares of the aerospace company’s stock after selling 30 shares during the quarter. Northrop Grumman accounts for about […]

Otter Creek Advisors LLC cut its stake in Vertiv Holdings Co (NYSE:VRT – Free Report) by 36.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,923 shares of the company’s stock after selling 44,556 shares during the period. Vertiv accounts for about […]

Innodata Inc. (NASDAQ:INOD – Get Free Report) CEO Jack Abuhoff sold 225,000 shares of the firm’s stock in a transaction dated Thursday, November 21st. The stock was sold at an average price of $46.38, for a total transaction of $10,435,500.00. Following the completion of the transaction, the chief executive officer now directly owns 1,188,358 shares […]

Genie Energy Ltd. (NYSE:GNE – Get Free Report) CFO Avi Goldin sold 7,300 shares of the stock in a transaction that occurred on Wednesday, November 20th. The shares were sold at an average price of $15.42, for a total value of $112,566.00. Following the sale, the chief financial officer now directly owns 127,699 shares of […]

D.R. Horton, Inc. (NYSE:DHI – Get Free Report) Director Barbara K. Allen sold 5,650 shares of D.R. Horton stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $163.10, for a total transaction of $921,515.00. The transaction was disclosed in a filing with the Securities & […]

Biltmore Family Office LLC raised its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 5.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,869 shares of the energy producer’s stock after acquiring an additional 210 shares during the quarter. Biltmore Family […]

Studio Investment Management LLC boosted its holdings in shares of LKQ Co. (NASDAQ:LKQ – Free Report) by 6.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,318 shares of the auto parts company’s stock after buying an additional 617 shares […]

Icon Wealth Advisors LLC lifted its position in Blackstone Inc. (NYSE:BX – Free Report) by 2,185.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,946 shares of the asset manager’s stock after purchasing an additional 18,117 shares during the quarter. Icon […]

Nwam LLC purchased a new position in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 130,836 shares of the exchange traded fund’s stock, valued at approximately $3,717,000. Other hedge funds also recently modified […]

Icon Wealth Advisors LLC boosted its holdings in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 3,346.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 21,091 shares of the software maker’s stock after buying an additional 20,479 shares during the quarter. […]

First Mid Bancshares, Inc. (NASDAQ:FMBH – Get Free Report) CEO Clay M. Dean sold 400 shares of the company’s stock in a transaction dated Thursday, November 21st. The shares were sold at an average price of $42.21, for a total transaction of $16,884.00. Following the transaction, the chief executive officer now owns 10,850 shares in […]

Biltmore Family Office LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,379 shares of the electric vehicle producer’s stock after selling 58 shares during the quarter. Biltmore Family Office […]

Primecap Management Co. CA reduced its stake in shares of Norfolk Southern Co. (NYSE:NSC – Free Report) by 1.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 458,500 shares of the railroad operator’s stock after selling 6,300 shares during the quarter. […]

First Trust Managed Municipal ETF (NASDAQ:FMB – Get Free Report) declared a dividend on Wednesday, November 20th,NASDAQ Dividends reports. Shareholders of record on Thursday, November 21st will be given a dividend of 0.139 per share on Friday, November 29th. The ex-dividend date is Thursday, November 21st. First Trust Managed Municipal ETF Trading Down 0.3 % […]

Eagle Asset Management Inc. cut its stake in Hyatt Hotels Co. (NYSE:H – Free Report) by 15.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 481,278 shares of the company’s stock after selling 86,149 shares during the quarter. Eagle Asset Management Inc. owned […]

Biltmore Family Office LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,894 shares of the credit services provider’s stock after purchasing an additional 30 […]

Electronic Arts Inc. (NASDAQ:EA – Get Free Report) CEO Andrew Wilson sold 5,000 shares of the firm’s stock in a transaction on Wednesday, November 20th. The shares were sold at an average price of $166.47, for a total transaction of $832,350.00. Following the transaction, the chief executive officer now owns 52,615 shares in the company, […]

Keysight Technologies (NYSE:KEYS – Get Free Report)‘s stock had its “positive” rating reissued by analysts at Susquehanna in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $185.00 price target on the scientific and technical instruments company’s stock. Susquehanna’s price objective would suggest a potential upside of 8.83% from the company’s […]

Raymond James Trust N.A. lifted its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,107 shares of the business services provider’s stock after buying an additional 2,275 shares during the quarter. Raymond […]

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) major shareholder Zhijian Lu sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 20th. The shares were sold at an average price of $17.12, for a total value of $171,200.00. Following the completion of the sale, the insider now directly owns 18,270,673 […]

CFS Investment Advisory Services LLC lowered its stake in shares of Linde plc (NASDAQ:LIN – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,854 shares of the basic materials company’s stock after selling 147 shares during the quarter. CFS Investment […]

CAVA Group, Inc. (NYSE:CAVA – Get Free Report) Director Karen Kochevar sold 15,000 shares of CAVA Group stock in a transaction that occurred on Tuesday, November 19th. The shares were sold at an average price of $142.23, for a total transaction of $2,133,450.00. Following the sale, the director now directly owns 1,307 shares in the […]

Studio Investment Management LLC lowered its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 93,069 shares of the utilities provider’s stock after selling 146 shares during the quarter. NextEra Energy makes […]

Meridian Wealth Management LLC bought a new position in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 15,846 shares of the medical research company’s stock, valued at approximately $5,106,000. Several other institutional investors have also recently made […]

Shares of Sezzle Inc. (NASDAQ:SEZL – Get Free Report) reached a new 52-week high on Friday after an insider bought additional shares in the company. The company traded as high as $470.00 and last traded at $450.15, with a volume of 32736 shares. The stock had previously closed at $446.05. Specifically, Director Kyle M. Brehm […]

Meridian Wealth Management LLC bought a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 37,697 shares of the industrial products company’s stock, valued at approximately $14,744,000. Caterpillar accounts for 0.7% of Meridian […]

First County Bank CT lessened its position in Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 16.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,411 shares of the financial services provider’s stock after selling 675 shares during the period. First […]

Icon Wealth Advisors LLC lifted its position in shares of Blue Owl Capital Co. (NYSE:OBDC – Free Report) by 3,524.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 579,799 shares of the company’s stock after acquiring an additional 563,800 shares during the […]

First Horizon Advisors Inc. grew its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 15.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 316 shares of the company’s stock after buying an additional 42 shares during the quarter. […]

Eagle Asset Management Inc. raised its holdings in Hewlett Packard Enterprise (NYSE:HPE – Free Report) by 3,537.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,788,154 shares of the technology company’s stock after acquiring an additional 5,629,006 shares during the period. […]

GM Advisory Group LLC boosted its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 250.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,141 shares of the company’s stock after acquiring an additional 4,388 shares during the quarter. […]

Meridian Wealth Management LLC grew its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,889 shares of the retailer’s stock after buying an additional 1,879 shares during the quarter. Costco […]