Bluestem Financial Advisors LLC increased its holdings in the iShares Core S&P 500 ETF by 1.7% during the third quarter, adding an additional 1,383 shares to bring its total ownership to 80,842 shares...

Dynamic Advisor Solutions LLC increased its holdings in the Dimensional Core Fixed Income ETF (DFCF) by 2.8% in Q3, after acquiring an additional 41,305 shares, making a total of 1,532,461 shares owne...

Eclectic Associates Inc. ADV has increased its holdings in the Pimco Total Return ETF (NYSEARCA:BOND) by 87.6% in the third quarter as reported through a 13F filing with the SEC, rising to ownership o...

Fermata Advisors LLC increased its investment in iShares TIPS Bond ETF (TIP) during the third quarter by 16%, adding an additional 6,514 shares to reach a total of 47,115 shares, according to recent S...

Buckhead Capital Management LLC increased its stock holdings in Fortinet Inc. by 31.4% during the third quarter after acquiring an additional 13,587 shares. The firm now holds a total of 56,856 shares...

Fermata Advisors LLC has decreased its holdings of Invesco QQQ (NASDAQ: QQQ) by 17.5% in the third quarter, selling off 2,410 shares to retain ownership of 11,341 shares....

The Czech National Bank increased its holdings of Digital Realty Trust Inc (NYSE: DLR) by purchasing an additional 4,038 shares during the third quarter, raising its total share count to 81,422....

Grimes & Co Wealth Management LLC increased its investment in the Avantis U.S. Large Cap Equity ETF (AVLC) by 43% during Q3, adding another 98,298 shares to their holdings which now total 327,058 shar...

During the third quarter, Heck Capital Advisors LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by acquiring an additional 11,781 shares. The total stake now comprises 36...

Calamos Advisors LLC reduced its holdings in Palo Alto Networks Inc by selling 63,632 shares during the third quarter, bringing down its total stake to 205,550 shares....

Cahaba Wealth Management Inc. reported a reduction of its position in Southern Company (NYSE:SO) during the third quarter by selling 7,490 shares, which now represents 343,359 total shares or 2.4% of ...

Carnegie Investment Counsel increased its holdings of the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.5% in the third quarter, as reported in a recent SEC filing. They now own 397,974 shares after...

Fulton Breakefield Broenniman LLC has significantly decreased its holding of Roper Technologies Inc (ROP) by selling 24,338 shares in the third quarter. The firm now owns 5,079 shares after this reduc...

Farther Finance Advisors LLC increased its holdings of Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the third quarter, adding an additional 9,336 shares to reach a total ownership of 22,064 sha...

Gateway Investment Advisers LLC has reduced its stake in Walmart Inc. by 3.7% in the third quarter, shedding 31,362 shares to hold a total of 807,379 shares, which represent about 0.8% of their portfo...

In the third quarter of 2023, Cantor Fitzgerald Investment Advisors LP reduced its stake in Schwab U.S. Large-Cap ETF (ticker: SCHX) by selling off 331,190 shares, resulting in a current holdings amou...