Avitas Wealth Management LLC raised its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 31.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,839 shares of the asset manager’s stock after acquiring an additional 674 shares during the […]

Highview Capital Management LLC DE raised its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 5.1% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 6,048 shares of the financial services provider’s stock after buying an additional 293 shares during the […]

Mcrae Capital Management Inc. lifted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.7% 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 42,304 shares of the CRM provider’s stock after purchasing an additional 2,652 […]

Masso Torrence Wealth Management Inc. increased its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 0.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 118,222 shares of the company’s stock after buying an additional 1,024 shares during the quarter. […]

Canal Capital Management LLC grew its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 109,635 shares of the company’s stock after purchasing an additional 1,717 shares during the quarter. […]

Canal Capital Management LLC grew its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 9.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 673 shares of the company’s stock after buying an additional 57 shares during the period. […]

Financial Management Network Inc. lifted its position in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 2.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 166,544 shares of the company’s stock after buying an additional 3,927 shares during […]

Coerente Capital Management boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 589,052 shares of the biopharmaceutical company’s stock after acquiring an additional 5,989 shares during the period. Pfizer comprises about 3.2% of Coerente […]