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Private Trust Co. NA Sells 466 Shares of Chubb Limited (NYSE:CB)
Private Trust Co. NA trimmed its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 4.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Cahill Financial Advisors Inc. Increases Position in Novo Nordisk A/S (NYSE:NVO)
Cahill Financial Advisors Inc. boosted its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 7.6% during the third quarter, HoldingsChannel.com reports. The firm owned 4,154 shares of the company’s stock... More of this article »
Fisher Asset Management LLC Has $739.96 Million Holdings in The Boeing Company (NYSE:BA)
Fisher Asset Management LLC raised its holdings in The Boeing Company (NYSE:BA – Free Report) by 6.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Boston Family Office LLC Sells 3,243 Shares of Pfizer Inc. (NYSE:PFE)
Boston Family Office LLC reduced its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 66,282... More of this article »
Diversified LLC Trims Stock Holdings in Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT)
Diversified LLC reduced its position in shares of Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT – Free Report) by 8.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Dynamic Technology Lab Private Ltd Acquires New Holdings in U.S. Bancorp (NYSE:USB)
Dynamic Technology Lab Private Ltd bought a new position in U.S. Bancorp (NYSE:USB – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 54,703 shares of... More of this article »
Brown Brothers Harriman & Co. Sells 102,235 Shares of Coterra Energy Inc. (NYSE:CTRA)
Brown Brothers Harriman & Co. decreased its position in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 20.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Union Pacific Co. (NYSE:UNP) Shares Bought by Concentric Wealth Management LLC
Concentric Wealth Management LLC increased its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Prosperity Financial Group Inc. Buys 104 Shares of Elevance Health, Inc. (NYSE:ELV)
Prosperity Financial Group Inc. increased its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 13.5% in the third quarter, Holdings Channel reports. The institutional investor owned 873 shares of the company’s... More of this article »
Swedbank AB Trims Holdings in PDD Holdings Inc. (NASDAQ:PDD)
Swedbank AB lowered its holdings in PDD Holdings Inc. (NASDAQ:PDD – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 432,515 shares of the company’s... More of this article »
Larson Financial Group LLC Has $1.01 Million Stock Position in NIKE, Inc. (NYSE:NKE)
Larson Financial Group LLC boosted its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 121.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Bank of Hawaii Reduces Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Bank of Hawaii trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 36.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 12,486 shares of the semiconductor manufacturer’s... More of this article »
Pacific Financial Group Inc. Sells 830 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Pacific Financial Group Inc. reduced its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.3% in the third quarter, Holdings Channel.com reports. The fund owned 12,352 shares of the company’s... More of this article »
Private Trust Co. NA Has $4.78 Million Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)
Private Trust Co. NA increased its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 37.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Horizon Kinetics Asset Management LLC Has $3.79 Million Holdings in Enterprise Products Partners L.P. (NYSE:EPD)
Horizon Kinetics Asset Management LLC boosted its holdings in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 96.5% in the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Horizon Kinetics Asset Management LLC Has $20.01 Million Stock Position in Carnival Co. & plc (NYSE:CCL)
Horizon Kinetics Asset Management LLC trimmed its position in Carnival Co. & plc (NYSE:CCL – Free Report) by 0.8% during the third quarter, HoldingsChannel.com reports. The fund owned 1,082,949 shares of the company’s... More of this article »
Private Trust Co. NA Purchases 5,043 Shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI)
Private Trust Co. NA lifted its holdings in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 6.1% in the third quarter, HoldingsChannel reports. The firm owned 87,759 shares of the company’s... More of this article »
Private Trust Co. NA Purchases 15,080 Shares of iShares U.S. Treasury Bond ETF (BATS:GOVT)
Private Trust Co. NA boosted its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 8.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 190,356... More of this article »
Private Trust Co. NA Sells 148 Shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)
Private Trust Co. NA lessened its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 0.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Douglass Winthrop Advisors LLC Has $15.69 Million Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)
Douglass Winthrop Advisors LLC lifted its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Horizon Kinetics Asset Management LLC Has $3.01 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Horizon Kinetics Asset Management LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 38.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Canton Hathaway LLC Takes $72,000 Position in United States Steel Co. (NYSE:X)
Canton Hathaway LLC purchased a new position in United States Steel Co. (NYSE:X – Free Report) in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 2,050 shares of the basic materials company’s... More of this article »
Horizon Financial Services LLC Has $336,000 Stock Position in iShares CMBS ETF (NYSEARCA:CMBS)
Horizon Financial Services LLC cut its holdings in shares of iShares CMBS ETF (NYSEARCA:CMBS – Free Report) by 4.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Longfellow Investment Management Co. LLC Decreases Stake in The Southern Company (NYSE:SO)
Longfellow Investment Management Co. LLC trimmed its holdings in The Southern Company (NYSE:SO – Free Report) by 28.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Coca-Cola Consolidated, Inc. (NASDAQ:COKE) Holdings Cut by Hancock Whitney Corp
Hancock Whitney Corp lowered its stake in shares of Coca-Cola Consolidated, Inc. (NASDAQ:COKE – Free Report) by 0.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 13,198 shares of the company’s... More of this article »
The Southern Company (NYSE:SO) Stock Position Raised by DRW Securities LLC
DRW Securities LLC raised its position in shares of The Southern Company (NYSE:SO – Free Report) by 667.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Wrenne Financial Planning LLC Has $311,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)
Wrenne Financial Planning LLC grew its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 900.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Horizon Kinetics Asset Management LLC Has $26.56 Million Stock Position in Marsh & McLennan Companies, Inc. (NYSE:MMC)
Horizon Kinetics Asset Management LLC lessened its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 0.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Plains All American Pipeline, L.P. (NYSE:PAA) Holdings Lowered by Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC reduced its holdings in Plains All American Pipeline, L.P. (NYSE:PAA – Free Report) by 11.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
The Home Depot, Inc. (NYSE:HD) Stock Holdings Lifted by Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC increased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,927 shares... More of this article »
Hancock Whitney Corp Has $24.70 Million Stock Holdings in EMCOR Group, Inc. (NYSE:EME)
Hancock Whitney Corp increased its position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 2.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,370... More of this article »
Live Nation Entertainment, Inc. (NYSE:LYV) Shares Sold by Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC trimmed its position in Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) by 2.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Longfellow Investment Management Co. LLC Cuts Stock Holdings in Mplx Lp (NYSE:MPLX)
Longfellow Investment Management Co. LLC decreased its holdings in Mplx Lp (NYSE:MPLX – Free Report) by 11.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
CVS Health Co. (NYSE:CVS) Shares Sold by Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 5.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Daiwa Securities Group Inc. Raises Stake in Chubb Limited (NYSE:CB)
Daiwa Securities Group Inc. boosted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 6.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 48,558 shares of the financial... More of this article »
Dynamic Technology Lab Private Ltd Makes New Investment in Workday, Inc. (NASDAQ:WDAY)
Dynamic Technology Lab Private Ltd purchased a new stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 13,221 shares of the... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Purchased by Boston Family Office LLC
Boston Family Office LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 54,046 shares of the... More of this article »
Linde plc (NASDAQ:LIN) Shares Bought by Loomis Sayles & Co. L P
Loomis Sayles & Co. L P grew its stake in Linde plc (NASDAQ:LIN – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Bought by Diversified LLC
Diversified LLC raised its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Diversified LLC Increases Stock Position in Deere & Company (NYSE:DE)
Diversified LLC raised its holdings in Deere & Company (NYSE:DE – Free Report) by 7.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Loomis Sayles & Co. L P Sells 255,628 Shares of The Boeing Company (NYSE:BA)
Loomis Sayles & Co. L P lessened its stake in The Boeing Company (NYSE:BA – Free Report) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Invesco Aerospace & Defense ETF (NYSEARCA:PPA) Shares Sold by Diversified LLC
Diversified LLC cut its holdings in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 2.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Unison Asset Management LLC Decreases Position in CDW Co. (NASDAQ:CDW)
Unison Asset Management LLC trimmed its holdings in CDW Co. (NASDAQ:CDW – Free Report) by 0.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Diversified LLC Decreases Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)
Diversified LLC reduced its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 7.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Diversified LLC Trims Holdings in Vanguard Information Technology ETF (NYSEARCA:VGT)
Diversified LLC reduced its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Valaris Limited (NYSE:VAL) Shares Bought by Mirabella Financial Services LLP
Mirabella Financial Services LLP increased its stake in shares of Valaris Limited (NYSE:VAL – Free Report) by 415.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Mirabella Financial Services LLP Purchases Shares of 26,774 Sociedad Química y Minera de Chile S.A. (NYSE:SQM)
Mirabella Financial Services LLP purchased a new stake in shares of Sociedad Química y Minera de Chile S.A. (NYSE:SQM – Free Report) during the third quarter, Holdings Channel.com reports. The firm purchased 26,774 shares of... More of this article »
Truvestments Capital LLC Buys 2,186 Shares of Cardinal Health, Inc. (NYSE:CAH)
Truvestments Capital LLC boosted its holdings in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 22.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »