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Bartlett & Co. LLC Has $1.43 Million Stock Position in American Electric Power Company, Inc. (NASDAQ:AEP)
Bartlett & Co. LLC increased its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 769.7% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Maple Capital Management Inc. Grows Stake in PepsiCo, Inc. (NASDAQ:PEP)
Maple Capital Management Inc. lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Critical Analysis: Intuitive Surgical (NASDAQ:ISRG) and Anzu Special Acquisition Corp I (NASDAQ:ANZU)
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) and Anzu Special Acquisition Corp I (NASDAQ:ANZU – Get Free Report) are both medical companies, but which is the better investment? We will contrast the two companies based... More of this article »
Arden Trust Co Sells 864 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Arden Trust Co reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 54.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Foster Victor Wealth Advisors LLC Sells 743 Shares of The Coca-Cola Company (NYSE:KO)
Foster Victor Wealth Advisors LLC decreased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 9.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
H&H Retirement Design & Management INC Sells 126 Shares of Invesco QQQ (NASDAQ:QQQ)
H&H Retirement Design & Management INC lessened its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Hall Private Wealth Advisors Makes New $3.98 Million Investment in Invesco QQQ (NASDAQ:QQQ)
Hall Private Wealth Advisors purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Next Level Private LLC Makes New Investment in Cisco Systems, Inc. (NASDAQ:CSCO)
Next Level Private LLC purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Drive Wealth Management LLC Buys 1,271 Shares of Pfizer Inc. (NYSE:PFE)
Drive Wealth Management LLC raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,504... More of this article »
Steph & Co. Boosts Holdings in Pfizer Inc. (NYSE:PFE)
Steph & Co. lifted its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 414.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
KMG Fiduciary Partners LLC Has $2.34 Million Holdings in Pfizer Inc. (NYSE:PFE)
KMG Fiduciary Partners LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 19.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
SeaCrest Wealth Management LLC Acquires 3,093 Shares of Tesla, Inc. (NASDAQ:TSLA)
SeaCrest Wealth Management LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 18.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Adams Asset Advisors LLC Sells 3,633 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Adams Asset Advisors LLC decreased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Patten & Patten Inc. TN Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)
Patten & Patten Inc. TN lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
KMG Fiduciary Partners LLC Trims Position in PepsiCo, Inc. (NASDAQ:PEP)
KMG Fiduciary Partners LLC trimmed its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,001 shares... More of this article »
Chickasaw Capital Management LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)
Chickasaw Capital Management LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,500 shares... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC cut its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 26.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
HB Wealth Management LLC Increases Stock Position in Autodesk, Inc. (NASDAQ:ADSK)
HB Wealth Management LLC boosted its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 6.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 5.4% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Drive Wealth Management LLC Boosts Stock Holdings in The Hershey Company (NYSE:HSY)
Drive Wealth Management LLC boosted its stake in shares of The Hershey Company (NYSE:HSY – Free Report) by 7.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Astoria Portfolio Advisors LLC. Has $1.08 Million Position in Merck & Co., Inc. (NYSE:MRK)
Astoria Portfolio Advisors LLC. lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Farmers & Merchants Trust Co of Chambersburg PA Reduces Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Farmers & Merchants Trust Co of Chambersburg PA decreased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Astoria Portfolio Advisors LLC. Has $816,000 Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Astoria Portfolio Advisors LLC. grew its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 12.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Wealth Alliance Advisory Group LLC Has $6.61 Million Stake in Exxon Mobil Co. (NYSE:XOM)
Wealth Alliance Advisory Group LLC boosted its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.4% in the second quarter, HoldingsChannel.com reports. The firm owned 61,604 shares of the oil and gas company’s stock... More of this article »
46,021 Shares in Johnson & Johnson (NYSE:JNJ) Bought by Prairie Sky Financial Group LLC
Prairie Sky Financial Group LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund acquired 46,021 shares of the company’s stock,... More of this article »
Hudson Capital Management LLC Has $3.99 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
Hudson Capital Management LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 2nd quarter, Holdings Channel.com reports. The fund owned 27,416 shares of the financial services provider’s stock after purchasing... More of this article »
Harel Insurance Investments & Financial Services Ltd. Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)
Harel Insurance Investments & Financial Services Ltd. acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Ritholtz Wealth Management Purchases 2,896 Shares of Micron Technology, Inc. (NASDAQ:MU)
Ritholtz Wealth Management increased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Clear Creek Financial Management LLC Cuts Stake in The TJX Companies, Inc. (NYSE:TJX)
Clear Creek Financial Management LLC decreased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
International Business Machines Co. (NYSE:IBM) Shares Sold by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC lowered its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 4.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Patten & Patten Inc. TN Takes $279,000 Position in Chubb Limited (NYSE:CB)
Patten & Patten Inc. TN purchased a new stake in Chubb Limited (NYSE:CB – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Reliant Investment Management LLC Takes $205,000 Position in Visa Inc. (NYSE:V)
Reliant Investment Management LLC bought a new stake in Visa Inc. (NYSE:V – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought... More of this article »
626 Financial LLC Has $1.07 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)
626 Financial LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Inscription Capital LLC Trims Stock Position in The Home Depot, Inc. (NYSE:HD)
Inscription Capital LLC cut its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 13.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Pinnacle Bancorp Inc. Purchases 313 Shares of The Procter & Gamble Company (NYSE:PG)
Pinnacle Bancorp Inc. increased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Bought by Chatham Capital Group Inc.
Chatham Capital Group Inc. boosted its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 13.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Edge Wealth Management LLC Raises Stock Holdings in Chevron Co. (NYSE:CVX)
Edge Wealth Management LLC raised its position in Chevron Co. (NYSE:CVX – Free Report) by 4.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 6,357 shares of the oil and gas company’s... More of this article »
DORCHESTER WEALTH MANAGEMENT Co Has $1.29 Million Stake in The Procter & Gamble Company (NYSE:PG)
DORCHESTER WEALTH MANAGEMENT Co trimmed its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Affinity Capital Advisors LLC Grows Position in The Procter & Gamble Company (NYSE:PG)
Affinity Capital Advisors LLC grew its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Foster Victor Wealth Advisors LLC Invests $205,000 in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Foster Victor Wealth Advisors LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Miracle Mile Advisors LLC Sells 10,012 Shares of Johnson & Johnson (NYSE:JNJ)
Miracle Mile Advisors LLC lessened its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 25.8% during the second quarter, Holdings Channel reports. The fund owned 28,729 shares of the company’s stock after... More of this article »
Miracle Mile Advisors LLC Acquires 305 Shares of Exxon Mobil Co. (NYSE:XOM)
Miracle Mile Advisors LLC increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Freeport-McMoRan Inc. (NYSE:FCX) Position Raised by HB Wealth Management LLC
HB Wealth Management LLC increased its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 4.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Cullinan Associates Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)
Cullinan Associates Inc. decreased its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Ronald Blue Trust Inc. Sells 468 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Ronald Blue Trust Inc. decreased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 23.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC decreased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 75.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Linde plc (NYSE:LIN) Shares Sold by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. decreased its stake in Linde plc (NYSE:LIN – Free Report) by 69.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
McDonald’s Co. (NYSE:MCD) Shares Sold by Spring Capital Management LLC
Spring Capital Management LLC lowered its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 3.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »