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Lumature Wealth Partners LLC Cuts Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Lumature Wealth Partners LLC cut its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 19.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Aspen Grove Capital LLC Increases Stock Position in Mastercard Incorporated (NYSE:MA)
Aspen Grove Capital LLC boosted its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 29.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Eli Lilly and Company (NYSE:LLY) Stock Position Reduced by GM Advisory Group Inc.
GM Advisory Group Inc. cut its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 11.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Aspen Grove Capital LLC Purchases 6,412 Shares of Meta Platforms, Inc. (NASDAQ:META)
Aspen Grove Capital LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 59.4% in the second quarter, HoldingsChannel reports. The firm owned 17,211 shares of the social networking company’s... More of this article »
GM Advisory Group Inc. Cuts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
GM Advisory Group Inc. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Stephens Inc. AR
Stephens Inc. AR decreased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 329,062... More of this article »
Aspen Grove Capital LLC Has $1.37 Million Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Aspen Grove Capital LLC grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.0% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 7,392 shares of the company’s stock after buying an additional... More of this article »
Gallagher Fiduciary Advisors LLC Lowers Stock Position in Walmart Inc. (NYSE:WMT)
Gallagher Fiduciary Advisors LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 6.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Tolleson Wealth Management Inc. Purchases Shares of 1,766 Johnson & Johnson (NYSE:JNJ)
Tolleson Wealth Management Inc. purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Orion Portfolio Solutions LLC Buys 19,272 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Orion Portfolio Solutions LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2,286.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Boosted by Fort Point Capital Partners LLC
Fort Point Capital Partners LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.1% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Fort Point Capital Partners LLC Raises Stock Position in Walmart Inc. (NYSE:WMT)
Fort Point Capital Partners LLC lifted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 25.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Lumature Wealth Partners LLC Raises Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Lumature Wealth Partners LLC lifted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 12.1% during the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Purchased by Lindsell Train Ltd
Lindsell Train Ltd boosted its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 34.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Aspen Grove Capital LLC Buys 278 Shares of Accenture plc (NYSE:ACN)
Aspen Grove Capital LLC grew its stake in Accenture plc (NYSE:ACN – Free Report) by 6.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Acquired by Sustainable Insight Capital Management LLC
Sustainable Insight Capital Management LLC lifted its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 52.6% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Sustainable Insight Capital Management LLC Has $486,000 Stake in Salesforce, Inc. (NYSE:CRM)
Sustainable Insight Capital Management LLC increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 4.9% during the second quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Gallagher Fiduciary Advisors LLC Sells 157 Shares of United Parcel Service, Inc. (NYSE:UPS)
Gallagher Fiduciary Advisors LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Keebeck Wealth Management LLC Reduces Holdings in Johnson & Johnson (NYSE:JNJ)
Keebeck Wealth Management LLC trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Johnson & Johnson (NYSE:JNJ) Shares Sold by Fort Point Capital Partners LLC
Fort Point Capital Partners LLC lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Purchased by GM Advisory Group Inc.
GM Advisory Group Inc. boosted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 20,840 shares of the company’s... More of this article »
GM Advisory Group Inc. Sells 16,736 Shares of Alphabet Inc. (NASDAQ:GOOGL)
GM Advisory Group Inc. decreased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 33.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
The Procter & Gamble Company (NYSE:PG) Stake Boosted by GM Advisory Group Inc.
GM Advisory Group Inc. grew its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 15.5% in the 2nd quarter, Holdings Channel reports. The firm owned 17,465 shares of the company’s stock after... More of this article »
Fort Point Capital Partners LLC Increases Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)
Fort Point Capital Partners LLC lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 4.3% in the second quarter, Holdings Channel.com reports. The firm owned 3,947 shares of the computer hardware maker’s stock... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) Shares Sold by Keebeck Wealth Management LLC
Keebeck Wealth Management LLC decreased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Gallagher Fiduciary Advisors LLC Decreases Holdings in The Procter & Gamble Company (NYSE:PG)
Gallagher Fiduciary Advisors LLC lessened its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.3% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cynosure Management LLC Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Cynosure Management LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 634.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Cynosure Management LLC Reduces Stake in AT&T Inc. (NYSE:T)
Cynosure Management LLC lessened its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 17.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Slagle Financial LLC Buys Shares of 8,367 Honeywell International Inc. (NASDAQ:HON)
Slagle Financial LLC purchased a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Lam Research Co. (NASDAQ:LRCX) is Sustainable Insight Capital Management LLC’s 6th Largest Position
Sustainable Insight Capital Management LLC decreased its stake in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 19.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Sustainable Insight Capital Management LLC Decreases Position in Mondelez International, Inc. (NASDAQ:MDLZ)
Sustainable Insight Capital Management LLC lessened its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 24.4% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Westerly Capital Management LLC Has $6.69 Million Position in Intel Co. (NASDAQ:INTC)
Westerly Capital Management LLC lifted its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 73.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Zurich Insurance Group Ltd FI Cuts Stock Holdings in Applied Materials, Inc. (NASDAQ:AMAT)
Zurich Insurance Group Ltd FI cut its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Zurich Insurance Group Ltd FI Has $76.51 Million Stock Position in ConocoPhillips (NYSE:COP)
Zurich Insurance Group Ltd FI grew its position in ConocoPhillips (NYSE:COP – Free Report) by 217.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Gallagher Fiduciary Advisors LLC Reduces Stock Holdings in Eaton Co. plc (NYSE:ETN)
Gallagher Fiduciary Advisors LLC lessened its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 9.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Slagle Financial LLC Makes New Investment in Visa Inc. (NYSE:V)
Slagle Financial 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 4,843 shares... More of this article »
Blackstone Inc. (NYSE:BX) Shares Bought by Darlington Partners Capital Management LP
Darlington Partners Capital Management LP raised its stake in Blackstone Inc. (NYSE:BX – Free Report) by 8.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cynosure Management LLC Makes New $11.40 Million Investment in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Cynosure Management LLC bought a new position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor bought 41,414 shares of the exchange... More of this article »
Chilton Capital Management LLC Acquires 1,549 Shares of AT&T Inc. (NYSE:T)
Chilton Capital Management LLC grew its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 2.3% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 69,303 shares of the technology company’s... More of this article »
Kolinsky Wealth Management LLC Boosts Holdings in Verizon Communications Inc. (NYSE:VZ)
Kolinsky Wealth Management LLC lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Aspen Grove Capital LLC Has $1.09 Million Stake in Comcast Co. (NASDAQ:CMCSA)
Aspen Grove Capital LLC grew its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 21.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Bought by Affinity Wealth Management LLC
Affinity Wealth Management LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cynosure Management LLC Makes New Investment in Copart, Inc. (NASDAQ:CPRT)
Cynosure Management LLC bought a new position in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 12,338 shares of the... More of this article »
GM Advisory Group Inc. Sells 553 Shares of KLA Co. (NASDAQ:KLAC)
GM Advisory Group Inc. lowered its position in KLA Co. (NASDAQ:KLAC – Free Report) by 12.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) is Peninsula Wealth LLC’s Largest Position
Peninsula Wealth LLC grew its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Invenomic Capital Management LP Sells 77,019 Shares of eBay Inc. (NASDAQ:EBAY)
Invenomic Capital Management LP lessened its holdings in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 7.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Mercer Global Advisors Inc. ADV Cuts Stock Position in Pimco Total Return ETF (NYSEARCA:BOND)
Mercer Global Advisors Inc. ADV lowered its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 31.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Mercer Global Advisors Inc. ADV Decreases Stake in Vanguard Growth ETF (NYSEARCA:VUG)
Mercer Global Advisors Inc. ADV reduced its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »