LVW Advisors LLC lifted its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 14.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,952 shares of the industrial products company’s stock after purchasing an additional 242 shares during the […]

Dynamic Advisor Solutions LLC lifted its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,990 shares of the medical technology company’s stock after acquiring an additional 67 shares during the quarter. Dynamic […]

LVW Advisors LLC trimmed its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 15.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 12,654 shares of the financial services provider’s stock after selling 2,361 shares during the quarter. LVW Advisors LLC’s holdings in Morgan Stanley were worth $1,319,000 at the […]

Fermata Advisors LLC grew its position in Walmart Inc. (NYSE:WMT – Free Report) by 12.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,037 shares of the retailer’s stock after buying an additional 967 shares during the quarter. […]

Fermata Advisors LLC boosted its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 13.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,868 shares of the oil and gas company’s stock after buying an additional 960 shares during the quarter. […]

Beaumont Financial Advisors LLC raised its holdings in Chevron Co. (NYSE:CVX – Free Report) by 3.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 39,147 shares of the oil and gas company’s stock after acquiring an additional 1,184 shares during the period. Beaumont Financial Advisors LLC’s holdings in Chevron were worth $5,765,000 at the […]

LVW Advisors LLC boosted its stake in Medtronic plc (NYSE:MDT – Free Report) by 51.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,349 shares of the medical technology company’s stock after buying an additional 6,231 shares during the period. LVW […]

Dynamic Advisor Solutions LLC raised its holdings in Vontier Co. (NYSE:VNT – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 27,418 shares of the company’s stock after acquiring an additional 864 shares during the period. Dynamic […]

Dynamic Advisor Solutions LLC reduced its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 9.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,263 shares of the footwear maker’s stock after selling 1,536 shares during the period. Dynamic Advisor […]

Dynamic Advisor Solutions LLC decreased its holdings in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,978 shares of the company’s stock after selling 298 shares during the period. Dynamic Advisor Solutions LLC’s holdings in […]

LVW Advisors LLC raised its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 13.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,088 shares of the financial services provider’s stock after acquiring an additional 499 shares during the period. LVW Advisors LLC’s […]

San Luis Wealth Advisors LLC raised its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,254 shares of the oil and gas company’s stock after purchasing an additional 320 […]

LVW Advisors LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,615 shares of the Internet television network’s stock after purchasing an additional 81 shares during the period. LVW Advisors LLC’s holdings in […]

Fermata Advisors LLC boosted its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 10.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,427 shares of the medical technology company’s stock after purchasing an additional 134 shares during the period. Fermata Advisors […]

Nvest Financial LLC reduced its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 5.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 559 shares of the industrial products company’s stock after selling 30 shares during the quarter. Nvest Financial […]

West Coast Financial LLC grew its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 0.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 62,520 shares of the business services provider’s stock after acquiring an additional 60 shares during the period. Waste […]

Merrion Investment Management Co LLC grew its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 16.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,500 shares of the retailer’s stock after buying an additional 500 shares during the quarter. Merrion Investment […]

Nvest Financial LLC increased its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 4.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,513 shares of the aerospace company’s stock after purchasing an additional 105 shares during the period. Nvest Financial LLC’s holdings in Lockheed […]

Dynamic Advisor Solutions LLC raised its stake in Global X Future Analytics Tech ETF (NASDAQ:AIQ – Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 38,485 shares of the technology ETF’s stock after acquiring an additional […]

Albion Financial Group UT cut its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 17.6% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 4,182 shares of the footwear maker’s stock after selling 894 shares during the period. Albion Financial Group UT’s holdings in NIKE were worth $370,000 as of its […]

Pinnacle Bancorp Inc. trimmed its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 7.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,480 shares of the footwear maker’s stock after selling 300 shares during the period. Pinnacle Bancorp Inc.’s […]