Cerity Partners LLC increased its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 10.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 213,850 shares of the business services provider’s stock after acquiring an additional 19,754 shares during the period. Cerity […]

King Luther Capital Management Corp increased its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 1.5% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,815,949 shares of the company’s stock after purchasing an additional 26,918 shares during the period. Zoetis comprises about 1.5% of King […]

Moran Wealth Management LLC decreased its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 161,155 shares of the retailer’s stock after selling 5,640 shares during the quarter. Moran Wealth Management […]

Drive Wealth Management LLC bought a new stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 693 shares of the basic materials company’s stock, valued at approximately $207,000. […]

Glass Wealth Management Co LLC grew its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 3.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 103,686 shares of the biopharmaceutical company’s stock after acquiring an additional 3,116 shares during the quarter. Pfizer comprises […]

Napa Wealth Management lifted its stake in shares of W. P. Carey Inc. (NYSE:WPC – Free Report) by 19.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,716 shares of the real estate investment trust’s stock after buying an additional 778 shares during […]

Koa Wealth Management LLC cut its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 11,832 shares of the retailer’s stock after selling 1,436 shares during the period. Koa Wealth Management LLC’s holdings […]

MQS Management LLC grew its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 176.3% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,108 shares of the company’s stock after purchasing an additional 707 shares during the period. MQS Management LLC’s holdings in Elevance Health were worth $576,000 as of its most […]

GDS Wealth Management boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 270,193 shares of the retailer’s stock after acquiring an additional 11,586 shares during the period. Walmart accounts for […]

Paragon Capital Management LLC raised its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,778 shares of the retailer’s stock after acquiring an additional 734 shares during the quarter. Paragon […]

Jag Capital Management LLC raised its holdings in Chevron Co. (NYSE:CVX – Free Report) by 5.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,366 shares of the oil and gas company’s stock after purchasing an additional 67 shares during the period. […]

Jupiter Wealth Management LLC lifted its position in shares of Constellation Brands, Inc. (NYSE:STZ – Free Report) by 51.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,408 shares of the company’s stock after purchasing an additional 1,158 […]