Home » Author Archive

Image for Herold Advisors Inc. Sells 3,783 Shares of Verizon Communications Inc. (NYSE:VZ)

Herold Advisors Inc. Sells 3,783 Shares of Verizon Communications Inc. (NYSE:VZ)

Herold Advisors Inc. lowered its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Ronald Blue Trust Inc. Cuts Stock Holdings in McDonald’s Co. (NYSE:MCD)

Ronald Blue Trust Inc. Cuts Stock Holdings in McDonald’s Co. (NYSE:MCD)

Ronald Blue Trust Inc. lessened its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 20.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Deere & Company (NYSE:DE) Shares Purchased by Ritholtz Wealth Management

Deere & Company (NYSE:DE) Shares Purchased by Ritholtz Wealth Management

Ritholtz Wealth Management grew its stake in shares of Deere & Company (NYSE:DE – Free Report) by 4.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Astoria Portfolio Advisors LLC. Purchases 547 Shares of AbbVie Inc. (NYSE:ABBV)

Astoria Portfolio Advisors LLC. Purchases 547 Shares of AbbVie Inc. (NYSE:ABBV)

Astoria Portfolio Advisors LLC. increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 12.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,122 shares of the company’s... More of this article »
Image for Farmers & Merchants Trust Co of Chambersburg PA Raises Position in AbbVie Inc. (NYSE:ABBV)

Farmers & Merchants Trust Co of Chambersburg PA Raises Position in AbbVie Inc. (NYSE:ABBV)

Farmers & Merchants Trust Co of Chambersburg PA lifted its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Ronald Blue Trust Inc. Cuts Position in iShares Select Dividend ETF (NASDAQ:DVY)

Ronald Blue Trust Inc. Cuts Position in iShares Select Dividend ETF (NASDAQ:DVY)

Ronald Blue Trust Inc. decreased its position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 15.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Cliftonlarsonallen Wealth Advisors LLC Grows Stock Holdings in Pfizer Inc. (NYSE:PFE)

Cliftonlarsonallen Wealth Advisors LLC Grows Stock Holdings in Pfizer Inc. (NYSE:PFE)

Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Arden Trust Co Sells 1,317 Shares of Duke Energy Co. (NYSE:DUK)

Arden Trust Co Sells 1,317 Shares of Duke Energy Co. (NYSE:DUK)

Arden Trust Co trimmed its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 30.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Ritholtz Wealth Management Cuts Position in AbbVie Inc. (NYSE:ABBV)

Ritholtz Wealth Management Cuts Position in AbbVie Inc. (NYSE:ABBV)

Ritholtz Wealth Management decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 18.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Bartlett & Co. LLC Has $834,000 Stock Position in Parker-Hannifin Co. (NYSE:PH)

Bartlett & Co. LLC Has $834,000 Stock Position in Parker-Hannifin Co. (NYSE:PH)

Bartlett & Co. LLC reduced its position in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,139... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Sold by Spring Capital Management LLC

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 »
Image for Ritholtz Wealth Management Acquires 260 Shares of General Electric (NYSE:GE)

Ritholtz Wealth Management Acquires 260 Shares of General Electric (NYSE:GE)

Ritholtz Wealth Management lifted its holdings in General Electric (NYSE:GE – Free Report) by 1.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Drive Wealth Management LLC Grows Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Drive Wealth Management LLC Grows Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Drive Wealth Management LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Ritholtz Wealth Management Buys 185 Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Ritholtz Wealth Management Buys 185 Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Ritholtz Wealth Management increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 7.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Shell plc (NYSE:SHEL) Position Increased by Ritholtz Wealth Management

Shell plc (NYSE:SHEL) Position Increased by Ritholtz Wealth Management

Ritholtz Wealth Management increased its holdings in Shell plc (NYSE:SHEL – Free Report) by 2.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 39,230 shares of the energy company’s... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Holdings Trimmed by SeaCrest Wealth Management LLC

UnitedHealth Group Incorporated (NYSE:UNH) Holdings Trimmed by SeaCrest Wealth Management LLC

SeaCrest Wealth Management LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Northstar Advisory Group LLC Acquires 550 Shares of Exxon Mobil Co. (NYSE:XOM)

Northstar Advisory Group LLC Acquires 550 Shares of Exxon Mobil Co. (NYSE:XOM)

Northstar Advisory Group LLC lifted its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by Flagstone Financial Management

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Flagstone Financial Management

Flagstone Financial Management lifted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Crescent Grove Advisors LLC Sells 2,397 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Crescent Grove Advisors LLC Sells 2,397 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Crescent Grove Advisors LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 19.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 9,864 shares of the financial services provider’s stock after selling... More of this article »
Image for Astoria Portfolio Advisors LLC. Sells 46 Shares of Meta Platforms, Inc. (NASDAQ:META)

Astoria Portfolio Advisors LLC. Sells 46 Shares of Meta Platforms, Inc. (NASDAQ:META)

Astoria Portfolio Advisors LLC. lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.7% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 1,638 shares... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by Paradigm Financial Partners LLC

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Paradigm Financial Partners LLC

Paradigm Financial Partners LLC raised its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.9% in the 2nd quarter, Holdings Channel reports. The fund owned 15,315 shares of the oil and gas company’s stock after... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Stock Position Increased by Paradigm Financial Partners LLC

Alphabet Inc. (NASDAQ:GOOGL) Stock Position Increased by Paradigm Financial Partners LLC

Paradigm Financial Partners LLC grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Cordatus Wealth Management LLC Acquires Shares of 51,071 Pfizer Inc. (NYSE:PFE)

Cordatus Wealth Management LLC Acquires Shares of 51,071 Pfizer Inc. (NYSE:PFE)

Cordatus Wealth Management LLC bought a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 51,071 shares of... More of this article »
Image for Lpwm LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Lpwm LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Lpwm LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 740 shares of the electric... More of this article »
Image for Ronald Blue Trust Inc. Sells 737 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Ronald Blue Trust Inc. Sells 737 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Ronald Blue Trust Inc. trimmed its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 14.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Devon Energy Co. (NYSE:DVN) Shares Sold by Ronald Blue Trust Inc.

Devon Energy Co. (NYSE:DVN) Shares Sold by Ronald Blue Trust Inc.

Ronald Blue Trust Inc. cut its holdings in shares of Devon Energy Co. (NYSE:DVN – Free Report) by 23.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Cullinan Associates Inc. Invests $133,000 in Luminar Technologies, Inc. (NASDAQ:LAZR)

Cullinan Associates Inc. Invests $133,000 in Luminar Technologies, Inc. (NASDAQ:LAZR)

Cullinan Associates Inc. purchased a new stake in Luminar Technologies, Inc. (NASDAQ:LAZR – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Ritholtz Wealth Management Trims Stock Position in GSK plc (NYSE:GSK)

Ritholtz Wealth Management Trims Stock Position in GSK plc (NYSE:GSK)

Ritholtz Wealth Management trimmed its stake in GSK plc (NYSE:GSK – Free Report) by 9.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for KLA Co. (NASDAQ:KLAC) Shares Purchased by Ritholtz Wealth Management

KLA Co. (NASDAQ:KLAC) Shares Purchased by Ritholtz Wealth Management

Ritholtz Wealth Management lifted its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 48.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,595 shares... More of this article »
Image for Ritholtz Wealth Management Has $2.43 Million Stock Position in POSCO Holdings Inc. (NYSE:PKX)

Ritholtz Wealth Management Has $2.43 Million Stock Position in POSCO Holdings Inc. (NYSE:PKX)

Ritholtz Wealth Management grew its position in POSCO Holdings Inc. (NYSE:PKX – Free Report) by 6.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Sells 450 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Harel Insurance Investments & Financial Services Ltd. Sells 450 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Harel Insurance Investments & Financial Services Ltd. trimmed its holdings in Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 3.5% in the 2nd quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Darden Restaurants, Inc. (NYSE:DRI) Shares Sold by Xponance Inc.

Darden Restaurants, Inc. (NYSE:DRI) Shares Sold by Xponance Inc.

Xponance Inc. reduced its holdings in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 11.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 27,064... More of this article »
Image for CFM Wealth Partners LLC Has $2.24 Million Position in Merck & Co., Inc. (NYSE:MRK)

CFM Wealth Partners LLC Has $2.24 Million Position in Merck & Co., Inc. (NYSE:MRK)

CFM Wealth Partners LLC cut its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for First Financial Corp IN Sells 795 Shares of Visa Inc. (NYSE:V)

First Financial Corp IN Sells 795 Shares of Visa Inc. (NYSE:V)

First Financial Corp IN cut its holdings in Visa Inc. (NYSE:V – Free Report) by 13.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,093 shares of the credit-card... More of this article »
Image for Avion Wealth Has $207,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)

Avion Wealth Has $207,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)

Avion Wealth lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.0% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 725 shares... More of this article »
Image for Fonterra Shareholders Fund (FSF) to Issue Final Dividend of $0.31 on  October 12th

Fonterra Shareholders Fund (FSF) to Issue Final Dividend of $0.31 on October 12th

Fonterra Shareholders Fund (ASX:FSF – Get Free Report) declared a final dividend on Friday, September 22nd, MarketIndexAU reports. Shareholders of record on Thursday, October 12th will be given a dividend of 0.313 per share on... More of this article »
Image for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Shares Sold by Clear Creek Financial Management LLC

iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Shares Sold by Clear Creek Financial Management LLC

Clear Creek Financial Management LLC trimmed its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 20.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Ronald Blue Trust Inc. Has $438,000 Stake in Graphic Packaging Holding (NYSE:GPK)

Ronald Blue Trust Inc. Has $438,000 Stake in Graphic Packaging Holding (NYSE:GPK)

Ronald Blue Trust Inc. reduced its position in Graphic Packaging Holding (NYSE:GPK – Free Report) by 30.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,168... More of this article »
Image for Harbor Investment Advisory LLC Increases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Harbor Investment Advisory LLC Increases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Harbor Investment Advisory LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Harbor Investment Advisory LLC Has $228,000 Stock Holdings in Live Nation Entertainment, Inc. (NYSE:LYV)

Harbor Investment Advisory LLC Has $228,000 Stock Holdings in Live Nation Entertainment, Inc. (NYSE:LYV)

Harbor Investment Advisory LLC cut its position in Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) by 7.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Gateway Investment Advisers LLC Acquires 1,261 Shares of The Clorox Company (NYSE:CLX)

Gateway Investment Advisers LLC Acquires 1,261 Shares of The Clorox Company (NYSE:CLX)

Gateway Investment Advisers LLC raised its holdings in The Clorox Company (NYSE:CLX – Free Report) by 29.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,601... More of this article »
Image for Nblh (NBLH) Price Reaches $0.0000 on Exchanges

Nblh (NBLH) Price Reaches $0.0000 on Exchanges

Nblh (NBLH) traded flat against the dollar during the 24 hour period ending at 7:00 AM Eastern on September 24th. Nblh has a market cap of $1,439.66 and $13,873.64 worth of Nblh was traded on exchanges in the last day. During the last... More of this article »
Image for Virtus Duff & Phelps Clean Energy ETF (NYSEARCA:VCLN) Trading Down 0.9%

Virtus Duff & Phelps Clean Energy ETF (NYSEARCA:VCLN) Trading Down 0.9%

Virtus Duff & Phelps Clean Energy ETF (NYSEARCA:VCLN – Get Free Report)’s share price fell 0.9% during mid-day trading on Friday . The stock traded as low as $17.68 and last traded at $17.68. 2 shares were traded ... More of this article »
Image for Erste Group Bank (OTC:EBKOF) Stock Price Down 0.8%

Erste Group Bank (OTC:EBKOF) Stock Price Down 0.8%

Erste Group Bank AG (OTC:EBKOF – Get Free Report)’s share price was down 0.8% during mid-day trading on Friday . The stock traded as low as $34.90 and last traded at $35.06. Approximately 201 shares were traded during... More of this article »
Image for XP Factory (LON:XPF) Stock Price Up 4.8%

XP Factory (LON:XPF) Stock Price Up 4.8%

XP Factory Plc (LON:XPF – Get Free Report)’s stock price rose 4.8% during mid-day trading on Friday . The company traded as high as GBX 16.50 ($0.20) and last traded at GBX 16.25 ($0.20). Approximately 179,113 shares were... More of this article »
Image for Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) Shares Sold by Ritholtz Wealth Management

Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) Shares Sold by Ritholtz Wealth Management

Ritholtz Wealth Management reduced its stake in shares of Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC – Free Report) by 16.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for 4,207 Shares in VanEck Semiconductor ETF (NASDAQ:SMH) Purchased by Clear Creek Financial Management LLC

4,207 Shares in VanEck Semiconductor ETF (NASDAQ:SMH) Purchased by Clear Creek Financial Management LLC

Clear Creek Financial Management LLC acquired a new stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 4,207... More of this article »
Image for Clear Creek Financial Management LLC Has $556,000 Holdings in Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

Clear Creek Financial Management LLC Has $556,000 Holdings in Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

Clear Creek Financial Management LLC boosted its holdings in shares of Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE – Free Report) by 103.6% in the second quarter, according to its most recent filing with the... More of this article »
Image for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Sold by Clear Creek Financial Management LLC

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Sold by Clear Creek Financial Management LLC

Clear Creek Financial Management LLC cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 20.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 15,850 shares... More of this article »
Image for Ronald Blue Trust Inc. Sells 713 Shares of Amphenol Co. (NYSE:APH)

Ronald Blue Trust Inc. Sells 713 Shares of Amphenol Co. (NYSE:APH)

Ronald Blue Trust Inc. trimmed its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 8.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »