NorthRock Partners LLC increased its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 29.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,471 shares of the company’s stock after purchasing an additional 1,471 shares during the quarter. NorthRock Partners […]

MGO One Seven LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 28.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,513 shares of the CRM provider’s stock after acquiring an additional 6,817 shares during the quarter. […]

Wealth Architects LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,419 shares of the enterprise software provider’s stock after selling 263 shares during the quarter. Wealth Architects LLC’s holdings […]

LRI Investments LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,964 shares of the company’s stock after selling 165 shares during the quarter. LRI Investments […]

Delaney Dennis R boosted its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 59,463 shares of the healthcare product maker’s stock after acquiring an additional 110 shares during the period. Abbott Laboratories accounts for 4.2% […]

Prostatis Group LLC lowered its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,105 shares of the home improvement retailer’s stock after selling 108 shares during the period. […]

M3 Advisory Group LLC reduced its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 3.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 904 shares of the company’s stock after selling 34 shares during the quarter. M3 Advisory Group LLC’s holdings […]

Delaney Dennis R raised its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 24.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 7,102 shares of the CRM provider’s stock after purchasing an additional 1,408 shares during the quarter. Delaney Dennis R’s holdings in Salesforce were worth $1,937,000 at the […]

NorthRock Partners LLC reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 16.3% during the second quarter, Holdings Channel.com reports. The fund owned 17,581 shares of the CRM provider’s stock after selling 3,419 shares during the period. NorthRock Partners LLC’s holdings in Salesforce were worth $4,802,000 at the end of the most recent […]

NorthRock Partners LLC lifted its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% during the second quarter, Holdings Channel reports. The firm owned 51,228 shares of the healthcare product maker’s stock after acquiring an additional 4,427 shares during the quarter. NorthRock Partners LLC’s holdings in Abbott Laboratories were worth $6,966,000 as […]

NorthRock Partners LLC grew its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 26,946 shares of the company’s stock after buying an additional 1,037 shares during the quarter. NorthRock Partners LLC’s […]

M3 Advisory Group LLC lifted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 11.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 688 shares of the home improvement retailer’s stock after acquiring an additional 73 shares during the period. […]

Wealth Architects LLC boosted its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,096 shares of the software company’s stock after acquiring an additional 98 shares during […]

Cwm LLC raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 10.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,725 shares of the semiconductor company’s stock after purchasing an additional 9,817 shares during the quarter. Cwm […]

OFI Invest Asset Management increased its holdings in Cigna Group (NYSE:CI – Free Report) by 22.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 314 shares of the health services provider’s stock after purchasing an additional 58 shares during the period. OFI Invest Asset Management’s holdings in Cigna Group were worth $104,000 at the […]

Blue Trust Inc. cut its holdings in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 6.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,057 shares of the pipeline company’s stock after selling 1,592 shares during the period. Blue Trust Inc.’s holdings […]

Acorn Creek Capital LLC boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 4.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,632 shares of the retailer’s stock after purchasing an additional 157 shares during the period. Acorn Creek Capital LLC’s holdings in Walmart were […]

Cypress Capital Group trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 28.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,900 shares of the utilities provider’s stock after selling 10,589 shares during the quarter. Cypress Capital Group’s holdings […]

Valley Brook Capital Group Inc. lessened its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the second quarter, HoldingsChannel reports. The firm owned 27,080 shares of the retailer’s stock after selling 123 shares during the period. Walmart makes up approximately 2.0% of Valley Brook Capital Group Inc.’s holdings, making the stock its […]

NorthRock Partners LLC cut its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 3.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 217,788 shares of the company’s stock after selling 7,007 shares during the period. NorthRock Partners LLC’s […]

US Bancorp DE reduced its stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 0.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 115,775 shares of the company’s stock after selling 500 shares during the quarter. […]

MGO One Seven LLC raised its holdings in shares of American Express Company (NYSE:AXP) by 17.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,986 shares of the payment services company’s stock after acquiring an additional 4,709 shares during the quarter. MGO One […]

Bill Few Associates Inc. cut its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 55,012 shares of the apparel and home fashions retailer’s stock after selling 2,440 shares during […]

Bill Few Associates Inc. decreased its position in American Express Company (NYSE:AXP) by 1.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 16,374 shares of the payment services company’s stock after selling 279 shares during the period. American Express comprises approximately 1.5% of Bill Few Associates Inc.’s […]

NorthRock Partners LLC boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 21.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,782 shares of the ride-sharing company’s stock after purchasing an additional 3,961 shares during the period. NorthRock […]

Pzena Investment Management LLC raised its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 5.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,855,291 shares of the medical technology company’s stock after buying an additional 469,069 shares […]

Cypress Capital Group grew its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 6.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,079 shares of the company’s stock after purchasing an additional 604 shares during […]

NorthRock Partners LLC reduced its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 5.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,841 shares of the oil and gas company’s stock after selling 2,245 shares during the period. NorthRock Partners LLC’s holdings […]

Endowment Wealth Management Inc. lessened its position in Oracle Corporation (NYSE:ORCL – Free Report) by 5.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,132 shares of the enterprise software provider’s stock after selling 123 shares during the period. Endowment Wealth Management Inc.’s holdings in Oracle were […]

Wealth Architects LLC trimmed its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 5.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 2,314 shares of the semiconductor manufacturer’s stock after selling 125 shares during the period. Wealth Architects LLC’s holdings in Micron Technology were worth $285,000 at the end of the […]

Welch Group LLC grew its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 252,853 shares of the semiconductor company’s stock after buying an additional 6,993 shares during the period. […]

Welch Group LLC boosted its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,935 shares of the apparel and home fashions retailer’s stock after buying an additional 3,031 shares during […]

Bill Few Associates Inc. raised its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 69.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,365 shares of the manufacturing equipment provider’s stock after acquiring an additional 7,122 shares during […]

NorthRock Partners LLC boosted its position in The Progressive Corporation (NYSE:PGR – Free Report) by 739.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 160,566 shares of the insurance provider’s stock after purchasing an additional 141,435 shares during the period. Progressive makes up […]

Delaney Dennis R boosted its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,454 shares of the apparel and home fashions retailer’s stock after purchasing an additional 545 […]

Pegasus Asset Management Inc. increased its stake in Chevron Corporation (NYSE:CVX – Free Report) by 2.9% during the 2nd quarter, Holdings Channel reports. The firm owned 30,764 shares of the oil and gas company’s stock after purchasing an additional 864 shares during the quarter. Chevron comprises approximately 1.5% of Pegasus Asset Management Inc.’s portfolio, making […]

Cypress Capital Group boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 73,839 shares of the biopharmaceutical company’s stock after purchasing an additional 1,570 shares during the period. […]

Wealth Architects LLC decreased its stake in shares of BlackRock (NYSE:BLK – Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,003 shares of the asset manager’s stock after selling 25 shares during the period. Wealth […]

Prostatis Group LLC decreased its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 23.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 992 shares of the conglomerate’s stock after selling 305 shares during the period. Prostatis Group LLC’s holdings in Honeywell […]

Wealth Architects LLC reduced its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 3.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,380 shares of the credit services provider’s stock after selling 42 shares during the quarter. Wealth Architects LLC’s holdings in Mastercard […]

NorthRock Partners LLC grew its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 7.3% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,785 shares of the conglomerate’s stock after acquiring an additional 665 shares during the […]

Griffin Asset Management Inc. boosted its position in Accenture PLC (NYSE:ACN – Free Report) by 2.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,492 shares of the information technology services provider’s stock after purchasing an additional 798 shares during the […]

Mitchell Capital Management Co. trimmed its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 8.5% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 3,768 shares of the Internet television network’s stock after selling 349 shares during the period. Mitchell Capital Management Co.’s holdings in Netflix were worth $5,046,000 at the […]

Delaney Dennis R lifted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 27.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,400 shares of the conglomerate’s stock after acquiring an additional 300 shares during the […]

Astoria Portfolio Advisors LLC. raised its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,071 shares of the network equipment provider’s stock after purchasing an additional 637 shares during the quarter. Astoria […]

Total Clarity Wealth Management Inc. lifted its stake in U.S. Bancorp (NYSE:USB – Free Report) by 89.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 25,491 shares of the financial services provider’s stock after acquiring an additional 12,003 shares during the period. Total Clarity Wealth Management Inc.’s holdings in U.S. Bancorp were worth $1,153,000 […]

Midwest Capital Advisors LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 14.5% during the second quarter, Holdings Channel.com reports. The firm owned 236 shares of the company’s stock after selling 40 shares during the period. Midwest Capital Advisors LLC’s holdings in Eli Lilly and Company were worth […]

Yousif Capital Management LLC cut its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 1.0% during the second quarter, Holdings Channel.com reports. The fund owned 78,198 shares of the network technology company’s stock after selling 762 shares during the period. Yousif Capital Management LLC’s holdings in Palo Alto Networks were […]

Kintegral Advisory LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 0.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,208 shares of the enterprise software provider’s stock after selling 45 shares during the period. Kintegral Advisory LLC’s […]

Aberdeen Group plc lifted its stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 4.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 534,225 shares of the company’s stock after purchasing an additional 24,368 shares during the quarter. Aberdeen Group plc […]