Home » Author Archive
Lazari Capital Management Inc. Buys New Position in Starbucks Co. (NASDAQ:SBUX)
Lazari Capital Management Inc. purchased a new position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 16,153... More of this article »
Starbucks Co. (NASDAQ:SBUX) Shares Sold by Value Partners Investments Inc.
Value Partners Investments Inc. reduced its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Chicago Capital LLC Boosts Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)
Chicago Capital LLC increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4,929.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 81,384 shares of the medical... More of this article »
Chicago Capital LLC Boosts Stock Position in Invesco QQQ (NASDAQ:QQQ)
Chicago Capital LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% in the 2nd quarter, Holdings Channel reports. The firm owned 2,669 shares of the exchange traded fund’s stock after... More of this article »
International Assets Investment Management LLC Boosts Holdings in SPDR Gold Shares (NYSEARCA:GLD)
International Assets Investment Management LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.1% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
apricus wealth LLC Has $3.21 Million Holdings in Amgen Inc. (NASDAQ:AMGN)
apricus wealth LLC boosted its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
United Parcel Service, Inc. (NYSE:UPS) Shares Sold by River Road Asset Management LLC
River Road Asset Management LLC cut its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 17.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Mill Capital Management LLC Decreases Position in Oracle Co. (NYSE:ORCL)
Mill Capital Management LLC decreased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 9.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Birchcreek Wealth Management LLC Boosts Holdings in Union Pacific Co. (NYSE:UNP)
Birchcreek Wealth Management LLC raised its position in Union Pacific Co. (NYSE:UNP – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tower Bridge Advisors Reduces Stake in Abbott Laboratories (NYSE:ABT)
Tower Bridge Advisors decreased its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 30.5% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 42,134... More of this article »
Legacy Advisors LLC Invests $537,000 in Zoetis Inc. (NYSE:ZTS)
Legacy Advisors LLC bought a new position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Birch Hill Investment Advisors LLC Reduces Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Birch Hill Investment Advisors LLC reduced its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Legacy Advisors LLC Purchases Shares of 3,397 Danaher Co. (NYSE:DHR)
Legacy Advisors LLC purchased a new stake in Danaher Co. (NYSE:DHR – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 3,397 shares of the conglomerate’s stock, valued... More of this article »
Allred Capital Management LLC Takes $237,000 Position in SPDR Gold Shares (NYSEARCA:GLD)
Allred Capital Management LLC purchased a new stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Caterpillar Inc. (NYSE:CAT) Shares Purchased by Legacy Advisors LLC
Legacy Advisors LLC boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
LaFleur & Godfrey LLC Cuts Stock Position in AT&T Inc. (NYSE:T)
LaFleur & Godfrey LLC lowered its holdings in AT&T Inc. (NYSE:T – Free Report) by 39.8% during the 2nd quarter, Holdings Channel reports. The firm owned 21,208 shares of the technology company’s stock after selling... More of this article »
Aurora Private Wealth Inc. Has $302,000 Position in AT&T Inc. (NYSE:T)
Aurora Private Wealth Inc. reduced its position in shares of AT&T Inc. (NYSE:T – Free Report) by 23.8% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 18,905 shares of the technology company’s... More of this article »
Aurora Private Wealth Inc. Sells 31 Shares of Netflix, Inc. (NASDAQ:NFLX)
Aurora Private Wealth Inc. trimmed its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Alta Capital Management LLC Cuts Stake in McDonald’s Co. (NYSE:MCD)
Alta Capital Management LLC cut its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 0.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Baker Tilly Wealth Management LLC Has $2.01 Million Stock Position in Eli Lilly and Company (NYSE:LLY)
Baker Tilly Wealth Management LLC cut its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Well Done LLC Sells 470 Shares of The Coca-Cola Company (NYSE:KO)
Well Done LLC decreased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 11.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Birch Hill Investment Advisors LLC Sells 5,252 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)
Birch Hill Investment Advisors LLC trimmed its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 1.4% in the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Jmac Enterprises LLC Makes New $246,000 Investment in Eaton Co. plc (NYSE:ETN)
Jmac Enterprises LLC purchased a new position in Eaton Co. plc (NYSE:ETN – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 1,223 shares of the industrial products... More of this article »
Birch Hill Investment Advisors LLC Lowers Stake in Air Products and Chemicals, Inc. (NYSE:APD)
Birch Hill Investment Advisors LLC trimmed its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 1.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
JLB & Associates Inc. Lowers Stock Position in NIKE, Inc. (NYSE:NKE)
JLB & Associates Inc. cut its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 0.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 102,698... More of this article »
iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Holdings Raised by Birchcreek Wealth Management LLC
Birchcreek Wealth Management LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 36.7% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Well Done LLC Lowers Position in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)
Well Done LLC lessened its stake in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 3.1% in the second quarter, HoldingsChannel reports. The firm owned 102,745 shares of the company’s stock after selling... More of this article »
7,896 Shares in iShares MSCI EAFE Value ETF (BATS:EFV) Purchased by Well Done LLC
Well Done LLC purchased a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Kathleen S. Wright Associates Inc. Acquires 76 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Kathleen S. Wright Associates Inc. increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Gleason Group Inc. Has $30.07 Million Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)
Gleason Group Inc. increased its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Osborne Partners Capital Management LLC Has $3.85 Million Stake in KKR & Co. Inc. (NYSE:KKR)
Osborne Partners Capital Management LLC lifted its holdings in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 15.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Deere & Company (NYSE:DE) Shares Bought by Tower Bridge Advisors
Tower Bridge Advisors boosted its position in shares of Deere & Company (NYSE:DE – Free Report) by 6.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 6,664 shares of the industrial... More of this article »
Chicago Capital LLC Has $648,000 Stock Holdings in AT&T Inc. (NYSE:T)
Chicago Capital LLC trimmed its holdings in AT&T Inc. (NYSE:T – Free Report) by 7.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,625 shares... More of this article »
Sendero Wealth Management LLC Has $1.32 Million Stock Position in Shell plc (NYSE:SHEL)
Sendero Wealth Management LLC boosted its position in Shell plc (NYSE:SHEL – Free Report) by 33.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Duncker Streett & Co. Inc. Purchases 583 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)
Duncker Streett & Co. Inc. increased its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 10.3% during the second quarter, according to its most recent filing with the Securities... More of this article »
Birchcreek Wealth Management LLC Invests $343,000 in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
Birchcreek Wealth Management LLC purchased a new stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
LaFleur & Godfrey LLC Makes New Investment in PayPal Holdings, Inc. (NASDAQ:PYPL)
LaFleur & Godfrey LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 4,146... More of this article »
DAVENPORT & Co LLC Has $10.72 Million Stock Holdings in RTX Co. (NYSE:RTX)
DAVENPORT & Co LLC grew its position in RTX Co. (NYSE:RTX – Free Report) by 6.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 109,458 shares of the company’s stock after purchasing an additional... More of this article »
International Assets Investment Management LLC Has $1.81 Million Stake in NextEra Energy, Inc. (NYSE:NEE)
International Assets Investment Management LLC lifted its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 14.1% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Morpheus.Network (MNW) Price Hits $1.03 on Top Exchanges
Morpheus.Network (MNW) traded down 1.5% against the dollar during the 24 hour period ending at 10:00 AM Eastern on October 1st. Over the last seven days, Morpheus.Network has traded down 0.8% against the dollar. One Morpheus.Network... More of this article »
FedEx Co. (NYSE:FDX) Shares Sold by Value Partners Investments Inc.
Value Partners Investments Inc. reduced its stake in shares of FedEx Co. (NYSE:FDX – Free Report) by 21.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Value Partners Investments Inc. Has $1.01 Million Stake in Allegion plc (NYSE:ALLE)
Value Partners Investments Inc. increased its position in shares of Allegion plc (NYSE:ALLE – Free Report) by 3.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
132,800 Shares in Custom Truck One Source, Inc. (NYSE:CTOS) Bought by Sendero Wealth Management LLC
Sendero Wealth Management LLC acquired a new position in shares of Custom Truck One Source, Inc. (NYSE:CTOS – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Abercrombie & Fitch Co. (NYSE:ANF) Stock Position Reduced by North Growth Management Ltd.
North Growth Management Ltd. cut its stake in shares of Abercrombie & Fitch Co. (NYSE:ANF – Free Report) by 21.2% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Dero Trading 0.6% Higher Over Last 7 Days (DERO)
Dero (DERO) traded 0.1% lower against the US dollar during the twenty-four hour period ending at 11:00 AM Eastern on October 1st. One Dero coin can currently be purchased for about $2.59 or 0.00009557 BTC on popular exchanges. During... More of this article »
JUST (JST) Market Capitalization Tops $218.41 Million
JUST (JST) traded down 2.8% against the US dollar during the 1-day period ending at 11:00 AM E.T. on October 1st. One JUST token can now be purchased for approximately $0.0245 or 0.00000090 BTC on popular exchanges. JUST has a total... More of this article »
GMX (GMX) Trading 23.6% Higher This Week
GMX (GMX) traded up 5.3% against the dollar during the 24-hour period ending at 11:00 AM ET on October 1st. Over the last seven days, GMX has traded up 23.6% against the dollar. GMX has a total market capitalization of $379.90 million... More of this article »
TraDAO (TOD) Trading Up 0.1% Over Last 7 Days
TraDAO (TOD) traded flat against the U.S. dollar during the one day period ending at 11:00 AM E.T. on October 1st. During the last seven days, TraDAO has traded up 0.1% against the U.S. dollar. TraDAO has a market cap of $304.60 million... More of this article »