Page 15 - Trinitypoint Wealth News Today

FAS Wealth Partners Inc. boosted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,982 shares of the retailer’s stock after acquiring an additional 222 shares during the quarter. FAS Wealth Partners Inc.’s holdings in Costco Wholesale were worth $2,815,000 at the […]

TFG Advisers LLC boosted its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,067 shares of the retailer’s stock after purchasing an additional 61 shares during the period. […]

Ballentine Partners LLC lifted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 13.6% during the third quarter, HoldingsChannel reports. The firm owned 2,502 shares of the specialty chemicals company’s stock after purchasing an additional 299 shares during the period. Ballentine Partners LLC’s holdings in Sherwin-Williams were worth $638,000 at the end of […]

Security National Bank grew its stake in Accenture plc (NYSE:ACN – Free Report) by 1.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,069 shares of the information technology services provider’s stock after purchasing an additional 156 shares during the quarter. […]

Investment Research & Advisory Group Inc. grew its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,430 shares of the retailer’s stock after purchasing an additional 139 shares during the […]

Lockerman Financial Group Inc. increased its holdings in Accenture plc (NYSE:ACN – Free Report) by 6.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 739 shares of the information technology services provider’s stock after acquiring an additional 45 shares during the period. […]

First Personal Financial Services lifted its position in shares of Accenture plc (NYSE:ACN – Free Report) by 0.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,047 shares of the information technology services provider’s stock after purchasing an additional 92 shares during the […]

Opal Wealth Advisors LLC raised its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 20.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 539 shares of the retailer’s stock after purchasing an additional 91 shares during the quarter. Opal Wealth Advisors LLC’s holdings […]

Roof Eidam Maycock Peralta LLC boosted its position in shares of Accenture plc (NYSE:ACN – Free Report) by 19.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 916 shares of the information technology services provider’s stock after buying an additional 150 shares during the […]

Caprock Group LLC lowered its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 3.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,418 shares of the information technology services provider’s stock after selling 512 shares during the period. […]