Tlwm Boosts Holdings in AstraZeneca PLC $AZN
Tlwm grew its position in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 1.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,428 shares of the company’s stock after purchasing an additional 169 shares during the period. Tlwm’s holdings in AstraZeneca were worth […]
16 Oct 10:18 · The Markets Daily
Alphabet Inc. $GOOG Shares Bought by CV Advisors LLC
CV Advisors LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.5% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 12,307 shares of the information services provider’s stock after acquiring an additional 638 shares during the period. Alphabet comprises about 0.7% of […]
16 Oct 07:52 · The Markets Daily
AbbVie Inc. $ABBV Shares Sold by Omnia Family Wealth LLC
Omnia Family Wealth LLC decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 6.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,472 shares of the company’s stock after selling 317 shares during […]
16 Oct 15:08 · The Markets Daily
Invesco QQQ $QQQ Shares Bought by Nvest Financial LLC
Nvest Financial LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.6% in the second quarter, according to its most recent filing with the SEC. The fund owned 6,771 shares of the exchange traded fund’s stock after acquiring an additional 296 shares during the period. Invesco QQQ comprises about 1.9% […]
16 Oct 14:08 · The Markets Daily
Walmart Inc. $WMT Shares Sold by SFG Wealth Management LLC.
SFG Wealth Management LLC. decreased its position in Walmart Inc. (NYSE:WMT – Free Report) by 7.2% during the 2nd quarter, Holdings Channel reports. The fund owned 23,534 shares of the retailer’s stock after selling 1,829 shares during the quarter. Walmart comprises about 1.4% of SFG Wealth Management LLC.’s holdings, making the stock its 15th biggest […]
16 Oct 14:40 · The Markets Daily
Cwm LLC Purchases 282 Shares of Stryker Corporation $SYK
Cwm LLC boosted its position in Stryker Corporation (NYSE:SYK – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,652 shares of the medical technology company’s stock after purchasing an additional 282 shares during the period. Cwm […]
16 Oct 12:00 · The Cerbat Gem
Nvest Financial LLC Sells 42 Shares of Netflix, Inc. $NFLX
Nvest Financial LLC trimmed its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 3,387 shares of the Internet television network’s stock after selling 42 shares during the quarter. Netflix makes up approximately 2.4% of Nvest Financial LLC’s portfolio, making the stock its 11th largest […]
16 Oct 10:08 · The Cerbat Gem
Walmart Inc. $WMT Shares Sold by Delap Wealth Advisory LLC
Delap Wealth Advisory LLC decreased its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,174 shares of the retailer’s stock after selling 244 shares during the quarter. Walmart comprises […]
16 Oct 15:14 · The Markets Daily
Invesco QQQ $QQQ Stock Position Cut by IFG Advisors LLC
IFG Advisors LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 71,250 shares of the exchange traded fund’s stock after selling 477 shares during the quarter. Invesco QQQ accounts for 6.6% of IFG Advisors LLC’s investment portfolio, making the stock its […]
16 Oct 15:16 · The Markets Daily
WealthPLAN Partners LLC Reduces Position in NIKE, Inc. $NKE
WealthPLAN Partners LLC lessened its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 24.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,954 shares of the footwear maker’s stock after selling 9,920 shares during the quarter. WealthPLAN Partners LLC’s […]
16 Oct 15:20 · The Markets Daily
Intuit Inc. $INTU Shares Bought by Boston Trust Walden Corp
Boston Trust Walden Corp lifted its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 9.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,409 shares of the software maker’s stock after buying an additional 305 shares during the quarter. Boston […]
16 Oct 13:26 · The Markets Daily
Invesco QQQ $QQQ Shares Purchased by Uptick Partners LLC
Uptick Partners LLC raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 34.1% during the second quarter, HoldingsChannel reports. The institutional investor owned 10,102 shares of the exchange traded fund’s stock after acquiring an additional 2,571 shares during the quarter. Invesco QQQ accounts for about 1.6% of Uptick Partners LLC’s investment […]
16 Oct 15:16 · The Markets Daily
Prologis, Inc. $PLD Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC trimmed its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 25.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,897 shares of the real estate investment trust’s stock after selling 11,685 shares […]
16 Oct 10:26 · The Cerbat Gem
Boston Trust Walden Corp Sells 133 Shares of Phillips 66 $PSX
Boston Trust Walden Corp lowered its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,860 shares of the oil and gas company’s stock after selling 133 shares during the period. Boston Trust […]
16 Oct 07:50 · The Cerbat Gem
Nvest Financial LLC Sells 1,057 Shares of RTX Corporation $RTX
Nvest Financial LLC lowered its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 23,049 shares of the company’s stock after selling 1,057 shares during the quarter. RTX accounts for about 1.8% of Nvest Financial LLC’s investment portfolio, making the stock its […]
16 Oct 10:40 · The Cerbat Gem
Nvest Financial LLC Increases Holdings in GE Aerospace $GE
Nvest Financial LLC grew its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 4.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,091 shares of the company’s stock after buying an additional 42 shares during the period. Nvest Financial LLC’s […]
16 Oct 15:40 · The Markets Daily
Aire Advisors LLC Purchases 75 Shares of Invesco QQQ $QQQ
Aire Advisors LLC grew its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,362 shares of the exchange traded fund’s stock after buying an additional 75 shares during the quarter. […]
16 Oct 13:00 · The Cerbat Gem
Aire Advisors LLC Raises Stock Position in AbbVie Inc. $ABBV
Aire Advisors LLC increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 18.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,002 shares of the company’s stock after acquiring an additional 306 shares during the quarter. Aire Advisors LLC’s holdings in […]
16 Oct 13:22 · The Markets Daily
JGP Wealth Management LLC Grows Position in Tesla, Inc. $TSLA
JGP Wealth Management LLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,838 shares of the electric vehicle producer’s stock after purchasing an additional 488 […]
16 Oct 09:48 · The Cerbat Gem
WealthPLAN Partners LLC Sells 8,788 Shares of AbbVie Inc. $ABBV
WealthPLAN Partners LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 27.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,893 shares of the company’s stock after selling 8,788 shares during the quarter. WealthPLAN Partners LLC’s holdings in AbbVie were […]
16 Oct 10:32 · The Cerbat Gem
Omnia Family Wealth LLC Sells 396 Shares of Salesforce Inc. $CRM
Omnia Family Wealth LLC reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 34.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 749 shares of the CRM provider’s stock after selling 396 shares during the period. Omnia Family Wealth […]
16 Oct 15:40 · The Markets Daily
Boston Trust Walden Corp Raises Position in Salesforce Inc. $CRM
Boston Trust Walden Corp lifted its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 50.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,086 shares of the CRM provider’s stock after buying an additional 1,030 shares during the period. Boston […]
16 Oct 14:28 · The Markets Daily
Creekside Partners Has $409,000 Position in PepsiCo, Inc. $PEP
Creekside Partners reduced its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,094 shares of the company’s stock after selling 122 shares during the period. Creekside Partners’ holdings […]
16 Oct 11:50 · The Cerbat Gem
Nvest Financial LLC Raises Stock Holdings in Salesforce Inc. $CRM
Nvest Financial LLC increased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 22.8% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 3,331 shares of the CRM provider’s stock after purchasing an additional 618 shares during the period. Nvest Financial LLC’s holdings in Salesforce were worth $908,000 at the end of […]
16 Oct 11:40 · The Cerbat Gem
Interchange Capital Partners LLC Cuts Stake in Pfizer Inc. $PFE
Interchange Capital Partners LLC reduced its position in Pfizer Inc. (NYSE:PFE – Free Report) by 93.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,075 shares of the biopharmaceutical company’s stock after selling 16,356 shares during the quarter. Interchange Capital Partners LLC’s […]
16 Oct 13:40 · The Markets Daily
Oracle Corporation $ORCL Shares Acquired by WealthPLAN Partners LLC
WealthPLAN Partners LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 2.2% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,789 shares of the enterprise software provider’s stock after purchasing an additional 82 shares during the quarter. WealthPLAN Partners […]
16 Oct 15:20 · The Markets Daily
WealthPLAN Partners LLC Cuts Position in NextEra Energy, Inc. $NEE
WealthPLAN Partners LLC lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.2% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,202 shares of the utilities provider’s stock after selling 209 shares during the period. WealthPLAN Partners LLC’s holdings in […]
16 Oct 14:46 · The Markets Daily
Cushing Capital Partners LLC Decreases Stake in Walmart Inc. $WMT
Cushing Capital Partners LLC reduced its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,664 shares of the retailer’s stock after selling 164 shares during the period. Walmart makes up […]
16 Oct 12:22 · The Cerbat Gem
Chesapeake Wealth Management Acquires 955 Shares of Walmart Inc. $WMT
Chesapeake Wealth Management grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,337 shares of the retailer’s stock after purchasing an additional 955 shares during the period. Chesapeake Wealth Management’s […]
16 Oct 11:48 · The Cerbat Gem
Nvest Financial LLC Acquires 13 Shares of Eli Lilly and Company $LLY
Nvest Financial LLC increased its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,274 shares of the company’s stock after buying an additional 13 shares during the period. Nvest Financial LLC’s […]
16 Oct 13:32 · The Markets Daily
The TJX Companies, Inc. $TJX Shares Acquired by Nvest Financial LLC
Nvest Financial LLC lifted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,489 shares of the apparel and home fashions retailer’s stock after purchasing an additional 864 shares during […]
16 Oct 15:12 · The Markets Daily
Mutual Advisors LLC Buys 170 Shares of Lowe’s Companies, Inc. $LOW
Mutual Advisors LLC boosted its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,220 shares of the home improvement retailer’s stock after buying an additional 170 shares during the period. Mutual Advisors […]
16 Oct 11:54 · The Markets Daily
WealthPLAN Partners LLC Decreases Position in Chevron Corporation $CVX
WealthPLAN Partners LLC lessened its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 23.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,286 shares of the oil and gas company’s stock after selling 8,440 shares during the quarter. WealthPLAN […]
16 Oct 14:32 · The Markets Daily
Uptick Partners LLC Grows Stock Position in The Home Depot, Inc. $HD
Uptick Partners LLC increased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 27.6% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,049 shares of the home improvement retailer’s stock after purchasing an additional 227 shares during the quarter. Uptick Partners LLC’s holdings in Home Depot were worth […]
16 Oct 15:52 · The Markets Daily
BlackRock $BLK Shares Sold by New York State Teachers Retirement System
New York State Teachers Retirement System cut its stake in BlackRock (NYSE:BLK – Free Report) by 0.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 118,874 shares of the asset manager’s stock after selling 64 shares during the period. New York State Teachers Retirement System’s […]
16 Oct 10:16 · The Cerbat Gem
Alta Capital Management LLC Sells 13,392 Shares of Adobe Inc. $ADBE
Alta Capital Management LLC reduced its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 11.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 106,884 shares of the software company’s stock after selling 13,392 shares during the period. Adobe makes up […]
16 Oct 11:18 · The Cerbat Gem
Starbucks Corporation $SBUX Stake Reduced by Callahan Advisors LLC
Callahan Advisors LLC cut its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 43.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,023 shares of the coffee company’s stock after selling 13,605 shares during the period. Callahan Advisors LLC’s holdings […]
16 Oct 11:24 · The Cerbat Gem
The Walt Disney Company $DIS Shares Purchased by Nvest Financial LLC
Nvest Financial LLC raised its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 32.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,785 shares of the entertainment giant’s stock after purchasing an additional 685 shares during the period. […]
16 Oct 13:32 · The Markets Daily
Tower Wealth Partners Inc. Reduces Position in Chevron Corporation $CVX
Tower Wealth Partners Inc. cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 6.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,952 shares of the oil and gas company’s stock after selling 212 shares during the […]
16 Oct 10:32 · The Cerbat Gem
Rosenberg Matthew Hamilton Purchases 2,392 Shares of NIKE, Inc. $NKE
Rosenberg Matthew Hamilton increased its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 231.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,427 shares of the footwear maker’s stock after buying an additional 2,392 shares during the period. […]
16 Oct 10:12 · The Cerbat Gem
Analog Devices, Inc. $ADI Holdings Decreased by Bayforest Capital Ltd
Bayforest Capital Ltd trimmed its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 47.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,173 shares of the semiconductor company’s stock after selling 1,076 shares during the quarter. Bayforest Capital Ltd’s holdings in […]
16 Oct 05:52 · The Cerbat Gem
Chesapeake Wealth Management Trims Position in The Home Depot, Inc. $HD
Chesapeake Wealth Management lessened its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,927 shares of the home improvement retailer’s stock after selling 233 shares during the period. Chesapeake Wealth Management’s […]
16 Oct 15:52 · The Markets Daily
TD Asset Management Inc Trims Stock Holdings in AstraZeneca PLC $AZN
TD Asset Management Inc reduced its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 18.0% in the second quarter, Holdings Channel.com reports. The fund owned 908,339 shares of the company’s stock after selling 199,851 shares during the quarter. TD Asset Management Inc’s holdings in AstraZeneca were worth $63,475,000 at the end of […]
16 Oct 11:28 · The Cerbat Gem
Harbour Investments Inc. Reduces Position in Abbott Laboratories $ABT
Harbour Investments Inc. trimmed its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 10.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,288 shares of the healthcare product maker’s stock after selling 2,775 shares during the quarter. Harbour Investments Inc.’s holdings […]
16 Oct 15:56 · The Markets Daily
Callahan Advisors LLC Has $7.31 Million Stake in Accenture PLC $ACN
Callahan Advisors LLC lowered its position in Accenture PLC (NYSE:ACN – Free Report) by 9.7% during the second quarter, according to its most recent filing with the SEC. The firm owned 24,471 shares of the information technology services provider’s stock after selling 2,617 shares during the period. Callahan Advisors LLC’s holdings in Accenture were worth […]
16 Oct 14:08 · The Markets Daily
Invesco QQQ $QQQ Holdings Increased by Ritholtz Wealth Management
Ritholtz Wealth Management increased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 542.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 382,836 shares of the exchange traded fund’s stock after acquiring an additional 323,231 shares during […]
16 Oct 14:08 · The Markets Daily
Chevron Corporation $CVX Shares Sold by Evernest Financial Advisors LLC
Evernest Financial Advisors LLC lessened its position in Chevron Corporation (NYSE:CVX – Free Report) by 2.3% in the 2nd quarter, Holdings Channel reports. The fund owned 4,716 shares of the oil and gas company’s stock after selling 111 shares during the period. Evernest Financial Advisors LLC’s holdings in Chevron were worth $675,000 as of its […]
16 Oct 11:08 · The Cerbat Gem
Evernest Financial Advisors LLC Acquires 183 Shares of Linde PLC $LIN
Evernest Financial Advisors LLC raised its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 30.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 777 shares of the basic materials company’s stock after purchasing an additional 183 shares during the period. […]
16 Oct 10:32 · The Cerbat Gem
Rosenberg Matthew Hamilton Acquires 960 Shares of PepsiCo, Inc. $PEP
Rosenberg Matthew Hamilton grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 80.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,159 shares of the company’s stock after acquiring an additional 960 shares during the period. Rosenberg Matthew Hamilton’s holdings […]
16 Oct 15:16 · The Markets Daily
Tesla, Inc. $TSLA Shares Acquired by Heritage Wealth Management Inc. CA
Heritage Wealth Management Inc. CA increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 36.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,109 shares of the electric vehicle producer’s stock after acquiring an additional 295 shares during the quarter. Heritage Wealth Management Inc. CA’s holdings in Tesla were worth $352,000 as […]
16 Oct 13:48 · The Markets Daily
last updated on 17 Oct 06:25