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Eli Lilly and Company $LLY Shares Acquired by Rosenberg Matthew Hamilton
Rosenberg Matthew Hamilton grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Strategent Financial LLC Buys New Stake in iShares Russell 1000 ETF $IWB
Strategent Financial LLC purchased a new stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,049 shares of the company’s... More of this article »
Merck & Co., Inc. $MRK Shares Acquired by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.3% in the second quarter, HoldingsChannel reports. The firm owned 239,814 shares of the company’s... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Purchases 80 Shares of Deere & Company $DE
Mitchell Mcleod Pugh & Williams Inc. boosted its position in Deere & Company (NYSE:DE – Free Report) by 1.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cypress Wealth Services LLC Acquires 220 Shares of PepsiCo, Inc. $PEP
Cypress Wealth Services LLC grew its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
PepsiCo, Inc. $PEP Shares Sold by Sterling Financial Planning Inc.
Sterling Financial Planning Inc. cut its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Eli Lilly and Company $LLY Shares Sold by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR decreased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Aries Wealth Management Raises Position in Eli Lilly and Company $LLY
Aries Wealth Management grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,110 shares of the company’s... More of this article »
Morningstar Investment Management LLC Makes New $485,000 Investment in Kimberly-Clark Co. $KMB
Morningstar Investment Management LLC bought a new position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Johnson Investment Counsel Inc. Acquires 7,747 Shares of O’Reilly Automotive, Inc. $ORLY
Johnson Investment Counsel Inc. grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,691.5% during the second quarter, Holdings Channel reports. The firm owned 8,205 shares of the specialty... More of this article »
Morningstar Investment Management LLC Invests $232,000 in Fastenal Company $FAST
Morningstar Investment Management LLC bought a new position in Fastenal Company (NASDAQ:FAST – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought... More of this article »
Abbott Laboratories $ABT is Prairie Sky Financial Group LLC’s 3rd Largest Position
Prairie Sky Financial Group LLC lifted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 6.2% in the second quarter, HoldingsChannel reports. The firm owned 102,036 shares of the healthcare product maker’s stock... More of this article »
Rosenberg Matthew Hamilton Purchases 1,892 Shares of Verizon Communications Inc. $VZ
Rosenberg Matthew Hamilton boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 25.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Envestnet Portfolio Solutions Inc. Raises Position in The PNC Financial Services Group, Inc $PNC
Envestnet Portfolio Solutions Inc. raised its stake in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 14.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 29,508 shares of the financial services... More of this article »
Sagespring Wealth Partners LLC Increases Position in Linde PLC $LIN
Sagespring Wealth Partners LLC grew its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 5.1% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,323... More of this article »
Naviter Wealth LLC Has $278,000 Stock Position in Bristol Myers Squibb Company $BMY
Naviter Wealth LLC decreased its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 4.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Generali Asset Management SPA SGR Buys 48,686 Shares of Advanced Micro Devices, Inc. $AMD
Generali Asset Management SPA SGR boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 73.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Concord Wealth Partners Sells 3,459 Shares of Vertex Pharmaceuticals Incorporated $VRTX
Concord Wealth Partners reduced its holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 97.5% during the second quarter, Holdings Channel.com reports. The institutional investor owned 90 shares of... More of this article »
Nadler Financial Group Inc. Buys 126 Shares of Walmart Inc. $WMT
Nadler Financial Group Inc. grew its stake in Walmart Inc. (NYSE:WMT – Free Report) by 1.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
SPDR Gold Shares $GLD is Copia Wealth Management’s 5th Largest Position
Copia Wealth Management reduced its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Aries Wealth Management Reduces Stock Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Aries Wealth Management lessened its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Private Wealth Asset Management LLC Has $684,000 Stake in Tractor Supply Company $TSCO
Private Wealth Asset Management LLC decreased its holdings in shares of Tractor Supply Company (NASDAQ:TSCO – Free Report) by 16.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 12,970 shares... More of this article »
Cypress Wealth Services LLC Buys Shares of 11,175 Schwab US Broad Market ETF $SCHB
Cypress Wealth Services LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Triton Wealth Management PLLC Buys Shares of 16,389 Oklo Inc. $OKLO
Triton Wealth Management PLLC bought a new stake in Oklo Inc. (NYSE:OKLO – Free Report) during 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 »
Palo Alto Networks, Inc. $PANW Shares Sold by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC lessened its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 0.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Eli Lilly and Company $LLY Shares Sold by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC trimmed its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 6.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Atria Wealth Solutions Inc. Has $3.56 Million Stock Position in The Boeing Company $BA
Atria Wealth Solutions Inc. reduced its position in shares of The Boeing Company (NYSE:BA – Free Report) by 65.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Boston Trust Walden Corp Buys 146 Shares of Danaher Corporation $DHR
Boston Trust Walden Corp grew its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
1,338 Shares in iShares Russell 2000 ETF $IWM Purchased by Smart Portfolios LLC
Smart Portfolios LLC bought a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Rosenberg Matthew Hamilton Has $47.49 Million Position in Vanguard Total Stock Market ETF $VTI
Rosenberg Matthew Hamilton grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Rosenberg Matthew Hamilton
Rosenberg Matthew Hamilton decreased its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 8.1% in the 2nd quarter, Holdings Channel reports. The fund owned 605,364 shares of the company’s stock... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Buys 340 Shares of Emerson Electric Co. $EMR
Mitchell Mcleod Pugh & Williams Inc. lifted its stake in Emerson Electric Co. (NYSE:EMR – Free Report) by 7.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Has $847,000 Stock Position in Norfolk Southern Corporation $NSC
Mitchell Mcleod Pugh & Williams Inc. raised its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 7.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Vanguard Total International Stock ETF $VXUS Shares Bought by Fairman Group LLC
Fairman Group LLC grew its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 5.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Johnson Investment Counsel Inc. Raises Position in Capital One Financial Corporation $COF
Johnson Investment Counsel Inc. grew its position in Capital One Financial Corporation (NYSE:COF) by 217.6% during the 2nd quarter, Holdings Channel reports. The fund owned 4,624 shares of the financial services provider’s stock... More of this article »
Envestnet Portfolio Solutions Inc. Has $7.71 Million Stake in Capital One Financial Corporation $COF
Envestnet Portfolio Solutions Inc. grew its position in shares of Capital One Financial Corporation (NYSE:COF) by 290.2% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 36,222 shares of the financial... More of this article »
NorthRock Partners LLC Sells 1,012 Shares of Shopify Inc. $SHOP
NorthRock Partners LLC cut its stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 14.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
5,250 Shares in Southern Company (The) $SO Purchased by Triton Wealth Management PLLC
Triton Wealth Management PLLC acquired a new stake in Southern Company (The) (NYSE:SO – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Courier Capital LLC Reduces Stock Holdings in Advanced Micro Devices, Inc. $AMD
Courier Capital LLC reduced its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Bayforest Capital Ltd Acquires 324 Shares of Quanta Services, Inc. $PWR
Bayforest Capital Ltd lifted its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 29.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Deroy & Devereaux Private Investment Counsel Inc. Sells 4,298 Shares of Mondelez International, Inc. $MDLZ
Deroy & Devereaux Private Investment Counsel Inc. reduced its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.1% during the 2nd quarter, according to its most recent disclosure with the... More of this article »
Axxcess Wealth Management LLC Sells 1,530 Shares of Hershey Company (The) $HSY
Axxcess Wealth Management LLC lessened its position in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 8.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
TD Asset Management Inc Trims Position in Wells Fargo & Company $WFC
TD Asset Management Inc lessened its stake in Wells Fargo & Company (NYSE:WFC) by 18.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,327,888 shares... More of this article »
Essex LLC Invests $467,000 in Cardinal Health, Inc. $CAH
Essex LLC acquired a new stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 2,780 shares of the company’s stock, valued at approximately... More of this article »
Target Corporation $TGT Shares Sold by Private Wealth Asset Management LLC
Private Wealth Asset Management LLC lessened its stake in shares of Target Corporation (NYSE:TGT – Free Report) by 2.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Generali Asset Management SPA SGR Decreases Holdings in Salesforce Inc. $CRM
Generali Asset Management SPA SGR trimmed its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 10.1% during the second quarter, Holdings Channel reports. The fund owned 83,247 shares of the CRM provider’s stock after... More of this article »
Essex LLC Has $375,000 Holdings in Vanguard Real Estate ETF $VNQ
Essex LLC grew its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Markel Group Inc. $MKL Shares Acquired by Strategent Financial LLC
Strategent Financial LLC boosted its position in Markel Group Inc. (NYSE:MKL – Free Report) by 2.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 757 shares of the insurance provider’s stock after buying... More of this article »