Cedar Wealth Management LLC lessened its position in Visa Inc. (NYSE:V – Free Report) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,778 shares of the credit-card processor’s stock after selling 443 shares during the quarter. Cedar […]

Moran Wealth Management LLC cut its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 248,585 shares of the financial services provider’s stock after selling 3,721 shares during the quarter. Aflac comprises about 0.9% […]

Avior Wealth Management LLC lifted its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 18.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,037 shares of the footwear maker’s stock after purchasing an additional 5,220 shares during the quarter. Avior […]

Baron Wealth Management LLC boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 42.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 938 shares of the credit services provider’s stock after acquiring an additional 281 shares during the period. Baron Wealth Management LLC’s holdings […]

Baron Wealth Management LLC lifted its position in shares of Visa Inc. (NYSE:V – Free Report) by 10.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,615 shares of the credit-card processor’s stock after purchasing an additional 339 shares […]

Drive Wealth Management LLC boosted its position in shares of NVR, Inc. (NYSE:NVR – Free Report) by 10.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31 shares of the construction company’s stock after acquiring an additional 3 shares during the […]

Drive Wealth Management LLC purchased a new stake in shares of Ameren Co. (NYSE:AEE – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,850 shares of the utilities provider’s stock, valued at approximately $249,000. A number of other hedge funds and […]

Semus Wealth Partners LLC lessened its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 19.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 992 shares of the business services provider’s stock after selling 243 shares during the quarter. […]

Aviso Wealth Management decreased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 8.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,081 shares of the home improvement retailer’s stock after selling 103 shares during the quarter. […]

Cassady Schiller Wealth Management LLC trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 11.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,609 shares of the company’s stock after selling 333 shares during the quarter. Cassady Schiller […]

LJI Wealth Management LLC lowered its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,554 shares of the company’s stock after selling 261 shares during the quarter. LJI Wealth […]

Northcape Wealth Management LLC reduced its position in Mastercard Incorporated (NYSE:MA – Free Report) by 2.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,478 shares of the credit services provider’s stock after selling 50 shares during the quarter. Northcape […]

Birchcreek Wealth Management LLC purchased a new position in Mastercard Incorporated (NYSE:MA – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 462 shares of the credit services provider’s stock, valued at approximately $228,000. Other hedge funds have also modified their […]

Birchcreek Wealth Management LLC cut its holdings in shares of The Kroger Co. (NYSE:KR – Free Report) by 10.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,215 shares of the company’s stock after selling 728 shares during the period. […]

Birchcreek Wealth Management LLC cut its stake in Deere & Company (NYSE:DE – Free Report) by 19.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 484 shares of the industrial products company’s stock after selling 120 shares during the period. […]

Hassell Wealth Management LLC trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 33.7% during the third quarter, HoldingsChannel.com reports. The firm owned 1,969 shares of the oil and gas company’s stock after selling 1,000 shares during the period. Exxon Mobil makes up approximately 0.1% of Hassell Wealth Management LLC’s […]

Venturi Wealth Management LLC lifted its position in Best Buy Co., Inc. (NYSE:BBY – Free Report) by 3.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 6,075 shares of the technology retailer’s stock after buying an additional 226 shares during the period. Venturi Wealth Management LLC’s holdings in Best Buy were worth […]

Venturi Wealth Management LLC reduced its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 27.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,321 shares of the company’s stock after selling 3,115 shares during the period. Venturi Wealth Management LLC’s holdings in […]

Venturi Wealth Management LLC increased its position in Equifax Inc. (NYSE:EFX – Free Report) by 59.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,358 shares of the credit services provider’s stock after buying an additional 508 shares during the period. Venturi Wealth Management LLC’s holdings […]

Jupiter Wealth Management LLC lowered its position in NIKE, Inc. (NYSE:NKE – Free Report) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,030 shares of the footwear maker’s stock after selling 275 shares during the period. NIKE […]

Stockman Wealth Management Inc. raised its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 5.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,785 shares of the company’s stock after buying an additional 94 shares during the […]

Axxcess Wealth Management LLC trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,748 shares of the company’s stock after selling 2,749 shares during the […]

Stockman Wealth Management Inc. increased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 115,921 shares of the company’s stock after purchasing an additional 6,375 shares during the […]

RKL Wealth Management LLC lifted its position in ONEOK, Inc. (NYSE:OKE – Free Report) by 7.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,241 shares of the utilities provider’s stock after purchasing an additional 865 shares during the quarter. RKL Wealth Management LLC’s […]

Executive Wealth Management LLC boosted its position in Oracle Co. (NYSE:ORCL – Free Report) by 4.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 2,862 shares of the enterprise software provider’s stock after acquiring an additional 124 shares during the period. Executive Wealth Management LLC’s holdings […]

Able Wealth Management LLC purchased a new stake in Macy’s, Inc. (NYSE:M – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 12,951 shares of the company’s stock, valued at approximately $203,000. A number of other hedge funds also recently bought and […]