Home » Author Archive


Ronald Blue Trust Inc. Sells 1,095 Shares of Broadcom Inc. (NASDAQ:AVGO)
Ronald Blue Trust Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 64.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Herold Advisors Inc. Purchases 164 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)
Herold Advisors Inc. increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 15.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Financial Council Asset Management Inc Sells 450 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Financial Council Asset Management Inc reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 5,529 shares... More of this article »
Ronald Blue Trust Inc. Sells 487 Shares of General Mills, Inc. (NYSE:GIS)
Ronald Blue Trust Inc. lowered its position in General Mills, Inc. (NYSE:GIS – Free Report) by 8.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Drive Wealth Management LLC Buys 286 Shares of The Southern Company (NYSE:SO)
Drive Wealth Management LLC grew its stake in The Southern Company (NYSE:SO – Free Report) by 9.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 40.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Hofer & Associates. Inc Purchases 61 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Hofer & Associates. Inc boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Raised by Roth Financial Partners LLC
Roth Financial Partners LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Five Oceans Advisors Has $231,000 Stake in The Walt Disney Company (NYSE:DIS)
Five Oceans Advisors increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 22.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
M. Kraus & Co Decreases Holdings in AbbVie Inc. (NYSE:ABBV)
M. Kraus & Co lowered its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.0% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 38,625 shares of the company’s... More of this article »
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Purchases 8,576 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 9.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Maple Capital Management Inc. Sells 1,737 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Maple Capital Management Inc. lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 13,818 shares of the network... More of this article »
Patten & Patten Inc. TN Purchases 4,699 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Patten & Patten Inc. TN grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
SeaCrest Wealth Management LLC Sells 12,540 Shares of Freeport-McMoRan Inc. (NYSE:FCX)
SeaCrest Wealth Management LLC decreased its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 40.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,620... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) Position Raised by Wesbanco Bank Inc.
Wesbanco Bank Inc. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 341,085 shares of the financial services provider’s stock after... 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 »
KMG Fiduciary Partners LLC Acquires 85 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
KMG Fiduciary Partners LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
SeaCrest Wealth Management LLC Raises Stake in Merck & Co., Inc. (NYSE:MRK)
SeaCrest Wealth Management LLC grew its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Patten & Patten Inc. TN Raises Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Patten & Patten Inc. TN lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bond & Devick Financial Network Inc. Boosts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Bond & Devick Financial Network Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.4% during the second quarter, according to the company in its most recent filing with... More of this article »
Johnson & Johnson (NYSE:JNJ) is Summit Financial Group Inc.’s 6th Largest Position
Summit Financial Group Inc. cut its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Moulton Wealth Management Inc. Has $1.33 Million Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
Moulton Wealth Management Inc. raised its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 12,402 shares of the oil and gas company’s... More of this article »
Exxon Mobil Co. (NYSE:XOM) Stock Holdings Lessened by Perpetual Ltd
Perpetual Ltd lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 11.2% in the second quarter, Holdings Channel.com reports. The institutional investor owned 177,466 shares of the oil and gas company’s... More of this article »
Mayflower Financial Advisors LLC Has $3.40 Million Stake in Johnson & Johnson (NYSE:JNJ)
Mayflower Financial Advisors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Harel Insurance Investments & Financial Services Ltd. Sells 4,006 Shares of Nucor Co. (NYSE:NUE)
Harel Insurance Investments & Financial Services Ltd. trimmed its position in Nucor Co. (NYSE:NUE – Free Report) by 47.4% in the second quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Venture Visionary Partners LLC Acquires 1,464 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Venture Visionary Partners LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 19,904... More of this article »
AdvisorNet Financial Inc Decreases Holdings in Delta Air Lines, Inc. (NYSE:DAL)
AdvisorNet Financial Inc lowered its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 4.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Cornerstone Wealth Management LLC
Cornerstone Wealth Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 13.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Stock Holdings Lessened by Reliant Investment Management LLC
Reliant Investment Management LLC trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Venture Visionary Partners LLC Has $19.95 Million Stake in Visa Inc. (NYSE:V)
Venture Visionary Partners LLC grew its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
KRS Capital Management LLC Buys 199 Shares of Merck & Co., Inc. (NYSE:MRK)
KRS Capital Management LLC lifted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,323 shares... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Navalign LLC
Navalign LLC decreased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Grey Street Capital LLC Acquires 391 Shares of The Procter & Gamble Company (NYSE:PG)
Grey Street Capital LLC lifted its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 7.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Miracle Mile Advisors LLC Acquires 783 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Miracle Mile Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Ronald Blue Trust Inc. Buys New Holdings in Pacer Global Cash Cows Dividend ETF (BATS:GCOW)
Ronald Blue Trust Inc. purchased a new position in Pacer Global Cash Cows Dividend ETF (BATS:GCOW – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 12,626... More of this article »
Ronald Blue Trust Inc. Sells 5,588 Shares of Morgan Stanley (NYSE:MS)
Ronald Blue Trust Inc. decreased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 56.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,309... More of this article »
Next Level Private LLC Purchases Shares of 1,639 AbbVie Inc. (NYSE:ABBV)
Next Level Private LLC purchased a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,639... More of this article »
Ronald Blue Trust Inc. Sells 1,095 Shares of Broadcom Inc. (NASDAQ:AVGO)
Ronald Blue Trust Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 64.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Heritage Investment Group Inc.
Heritage Investment Group Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Clear Creek Financial Management LLC Sells 1,060 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)
Clear Creek Financial Management LLC lowered its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 20.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Arden Trust Co Sells 6,799 Shares of MetLife, Inc. (NYSE:MET)
Arden Trust Co lessened its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 56.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,225 shares of... More of this article »
Herold Advisors Inc. Buys 498 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Herold Advisors Inc. grew its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 27,400 shares of the network equipment... More of this article »
Herold Advisors Inc. Increases Stake in Adobe Inc. (NASDAQ:ADBE)
Herold Advisors Inc. raised its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 26.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Park Avenue Securities LLC Makes New $1.79 Million Investment in Darden Restaurants, Inc. (NYSE:DRI)
Park Avenue Securities LLC acquired a new position in Darden Restaurants, Inc. (NYSE:DRI – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Ronald Blue Trust Inc. Decreases Position in Regal Rexnord Co. (NYSE:RRX)
Ronald Blue Trust Inc. cut its holdings in Regal Rexnord Co. (NYSE:RRX – Free Report) by 8.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »NIKE, Inc. (NYSE:NKE) Shares Sold by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. lowered its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 43.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
SeaCrest Wealth Management LLC Has $617,000 Stock Holdings in Nucor Co. (NYSE:NUE)
SeaCrest Wealth Management LLC increased its position in shares of Nucor Co. (NYSE:NUE – Free Report) by 2.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by Sandbox Financial Partners LLC
Sandbox Financial Partners LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »