Page 17 - Trinitypoint Wealth News Today

Key Bridge Compliance LLC purchased a new position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,072 shares of the company’s stock, valued at approximately $238,000. Other hedge funds have […]

Compton Wealth Advisory Group LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.2% in the third quarter, Holdings Channel reports. The firm owned 2,720 shares of the retailer’s stock after purchasing an additional 275 shares during the quarter. Compton Wealth Advisory Group LLC’s holdings in Costco Wholesale were […]

Fortress Wealth Group LLC grew its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 5.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,220 shares of the information technology services provider’s stock after buying an additional 62 shares during the period. […]

Brendel Financial Advisors LLC lowered its position in Graniteshares Gold Trust (NYSEARCA:BAR – Free Report) by 13.6% in the third quarter, Holdings Channel reports. The fund owned 152,563 shares of the company’s stock after selling 24,087 shares during the period. Graniteshares Gold Trust makes up approximately 4.1% of Brendel Financial Advisors LLC’s portfolio, making the […]

Granite Bay Wealth Management LLC acquired a new stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 25,404 shares of the specialty chemicals company’s stock, valued at approximately $6,803,000. Other hedge funds also recently modified their holdings of the company. Hutner Capital Management Inc. […]

Granite Bay Wealth Management LLC purchased a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 25,404 shares of the specialty chemicals company’s stock, valued at approximately $6,803,000. Several other institutional investors […]

Tran Capital Management L.P. acquired a new position in Accenture plc (NYSE:ACN – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 13,553 shares of the information technology services provider’s stock, valued at approximately $4,162,000. Accenture makes up approximately 0.5% […]

Kentucky Retirement Systems purchased a new stake in Accenture plc (NYSE:ACN – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 52,570 shares of the information technology services provider’s stock, valued at approximately $16,145,000. Other large investors also recently bought […]

Peak Financial Advisors LLC lowered its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 3,957 shares of the retailer’s stock after selling 535 shares during the period. Costco Wholesale accounts for 2.4% of Peak […]

Guardian Financial Partners LLC boosted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,613 shares of the retailer’s stock after acquiring an additional 40 shares during the […]