Diversify Wealth Management LLC cut its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,722 shares of the network technology company’s stock after selling 610 shares during […]

Evermay Wealth Management LLC raised its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 5.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,377 shares of the company’s stock after purchasing an additional 171 shares during the period. […]

TCV Trust & Wealth Management Inc. trimmed its stake in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 5.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 1,750 shares of the basic materials company’s stock after selling 100 shares during the quarter. […]