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Ronald Blue Trust Inc. Has $418,000 Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Ronald Blue Trust Inc. cut its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 33.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Carr Financial Group Corp Has $391,000 Position in Verizon Communications Inc. (NYSE:VZ)
Carr Financial Group Corp decreased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 45.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Bartlett & Co. LLC Increases Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Bartlett & Co. LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 69.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Stock Position Reduced by MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 52.9% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Buys 1,737 Shares of Tesla, Inc. (NASDAQ:TSLA)
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH increased its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,699... More of this article »
Hofer & Associates. Inc Purchases Shares of 983 Tesla, Inc. (NASDAQ:TSLA)
Hofer & Associates. Inc purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bartlett & Co. LLC Cuts Position in Tesla, Inc. (NASDAQ:TSLA)
Bartlett & Co. LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Hall Laurie J Trustee Trims Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
Hall Laurie J Trustee cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Alhambra Investment Partners LLC Decreases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Alhambra Investment Partners LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 22.8% during the second quarter, according to the company in its most recent disclosure with... More of this article »
Cullinan Associates Inc. Purchases 4,645 Shares of Verizon Communications Inc. (NYSE:VZ)
Cullinan Associates Inc. grew its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 320,822 shares of the... More of this article »
Cordatus Wealth Management LLC Purchases Shares of 12,094 McDonald’s Co. (NYSE:MCD)
Cordatus Wealth Management LLC acquired a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SFG Wealth Management LLC. Cuts Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
SFG Wealth Management LLC. cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Alhambra Investment Partners LLC Sells 346 Shares of The Walt Disney Company (NYSE:DIS)
Alhambra Investment Partners LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 5.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
SFG Wealth Management LLC. Acquires Shares of 2,313 The Walt Disney Company (NYSE:DIS)
SFG Wealth Management LLC. bought a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,313 shares of the... More of this article »
2,245 Shares in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Purchased by Herold Advisors Inc.
Herold Advisors Inc. bought a new position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Venture Visionary Partners LLC Has $446,000 Stock Position in MetLife, Inc. (NYSE:MET)
Venture Visionary Partners LLC boosted its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 11.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Herold Advisors Inc. Invests $470,000 in Vanguard Total Bond Market ETF (NASDAQ:BND)
Herold Advisors Inc. purchased a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Harbor Investment Advisory LLC Buys 6 Shares of AutoZone, Inc. (NYSE:AZO)
Harbor Investment Advisory LLC increased its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 10.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bartlett & Co. LLC Has $823,000 Holdings in The Southern Company (NYSE:SO)
Bartlett & Co. LLC lifted its holdings in The Southern Company (NYSE:SO – Free Report) by 16.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Clear Creek Financial Management LLC Sells 350 Shares of Delta Air Lines, Inc. (NYSE:DAL)
Clear Creek Financial Management LLC decreased its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 3.3% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Ritholtz Wealth Management Raises Stock Position in Caterpillar Inc. (NYSE:CAT)
Ritholtz Wealth Management boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 4.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Arden Trust Co Reduces Stock Position in The PNC Financial Services Group, Inc. (NYSE:PNC)
Arden Trust Co trimmed its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 60.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Paragon Advisors LLC
Paragon Advisors LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 33.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Veery Capital LLC Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)
Veery Capital LLC lessened its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,031 shares of... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Position Decreased by Ritholtz Wealth Management
Ritholtz Wealth Management reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 10.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Herold Advisors Inc. Lowers Stake in DuPont de Nemours, Inc. (NYSE:DD)
Herold Advisors Inc. lessened its stake in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,743 shares of the basic materials company’s... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Lorne Steinberg Wealth Management Inc.
Lorne Steinberg Wealth Management Inc. lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 0.5% in the second quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Ronald Blue Trust Inc. Sells 6,138 Shares of WEC Energy Group, Inc. (NYSE:WEC)
Ronald Blue Trust Inc. lowered its holdings in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 57.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
SeaCrest Wealth Management LLC Sells 398 Shares of Target Co. (NYSE:TGT)
SeaCrest Wealth Management LLC lessened its position in shares of Target Co. (NYSE:TGT – Free Report) by 5.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 6,325 shares of the retailer’s... More of this article »
BCM Advisors LLC Makes New $243,000 Investment in Meta Platforms, Inc. (NASDAQ:META)
BCM Advisors LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Arden Trust Co Cuts Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Arden Trust Co trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 48.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Arden Trust Co Sells 988 Shares of Medtronic plc (NYSE:MDT)
Arden Trust Co cut its stake in Medtronic plc (NYSE:MDT – Free Report) by 23.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,288 shares... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Bought by Patriot Investment Management Group Inc.
Patriot Investment Management Group Inc. grew its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Tectonic Advisors LLC Decreases Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Tectonic Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Perkins Coie Trust Co Lowers Stock Holdings in The Home Depot, Inc. (NYSE:HD)
Perkins Coie Trust Co decreased its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Harel Insurance Investments & Financial Services Ltd. Has $1.35 Million Stock Position in Microchip Technology Incorporated (NASDAQ:MCHP)
Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 14.8% in the second quarter, according to the company in its most recent... More of this article »
Chase Co. (NYSEAMERICAN:CCF) Shares Purchased by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. boosted its position in shares of Chase Co. (NYSEAMERICAN:CCF – Free Report) by 9.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
The Clorox Company (NYSE:CLX) Shares Bought by Xponance Inc.
Xponance Inc. grew its position in The Clorox Company (NYSE:CLX – Free Report) by 10.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Arden Trust Co Lowers Stake in Motorola Solutions, Inc. (NYSE:MSI)
Arden Trust Co cut its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 78.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Arden Trust Co Sells 4,631 Shares of The Bank of New York Mellon Co. (NYSE:BK)
Arden Trust Co trimmed its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 46.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) is PineStone Asset Management Inc.’s 7th Largest Position
PineStone Asset Management Inc. lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 48.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Westside Investment Management Inc. Raises Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Westside Investment Management Inc. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.5% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Gateway Investment Advisers LLC Reduces Stock Position in Becton, Dickinson and Company (NYSE:BDX)
Gateway Investment Advisers LLC lowered its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
EOG Resources, Inc. (NYSE:EOG) Shares Sold by Miracle Mile Advisors LLC
Miracle Mile Advisors LLC lowered its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 25.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Wealth Alliance Advisory Group LLC Raises Stake in The Home Depot, Inc. (NYSE:HD)
Wealth Alliance Advisory Group LLC lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 7.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,721 shares of... More of this article »
Foster Victor Wealth Advisors LLC Increases Stock Holdings in AGNC Investment Corp. (NASDAQ:AGNC)
Foster Victor Wealth Advisors LLC grew its position in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 3.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Harel Insurance Investments & Financial Services Ltd. Takes Position in Fair Isaac Co. (NYSE:FICO)
Harel Insurance Investments & Financial Services Ltd. acquired a new position in Fair Isaac Co. (NYSE:FICO – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Ronald Blue Trust Inc. Sells 1,085 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Ronald Blue Trust Inc. cut its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 29.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,576... More of this article »