Motco increased its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 2.6% during the second quarter, Holdings Channel.com reports. The firm owned 64,036 shares of the oil and gas company’s stock after acquiring an additional 1,611 shares during the quarter. Motco’s holdings in Chevron were worth $9,710,000 at the end of the most recent […]

FSA Advisors Inc. cut its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 22.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,762 shares of the retailer’s stock after selling 807 shares during the quarter. FSA Advisors Inc.’s holdings in […]

Human Investing LLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 6.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 651 shares of the industrial products company’s stock after selling 48 shares during the quarter. Human Investing LLC’s holdings in […]

Oarsman Capital Inc. raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 14.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,354 shares of the company’s stock after acquiring an additional 1,560 shares during the quarter. Oarsman Capital Inc.’s holdings in […]

Zhang Financial LLC reduced its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 1.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,307 shares of the company’s stock after selling 176 shares during the quarter. Zhang Financial LLC’s […]

Oarsman Capital Inc. lessened its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 7.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,573 shares of the software company’s stock after selling 360 shares during the quarter. Oarsman Capital Inc.’s holdings in […]

Oarsman Capital Inc. reduced its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 1.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,826 shares of the medical technology company’s stock after selling 507 shares during the quarter. Oarsman Capital […]

Motco reduced its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,200 shares of the home improvement retailer’s stock after selling 65 shares during the quarter. Motco’s […]

Human Investing LLC purchased a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 176 shares of the Internet television network’s stock, valued at approximately $236,000. Other institutional investors have […]

Austin Private Wealth LLC increased its stake in BlackRock (NYSE:BLK – Free Report) by 6.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 606 shares of the asset manager’s stock after purchasing an additional 38 shares during the period. Austin Private […]

Motco increased its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,675 shares of the company’s stock after buying an additional 171 shares during the period. Motco’s holdings in Vanguard Growth […]

Austin Private Wealth LLC reduced its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 12.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,213 shares of the company’s stock after selling 596 shares during the period. Austin Private Wealth […]

First Pacific Advisors LP lessened its stake in Aon plc (NYSE:AON – Free Report) by 4.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 652,019 shares of the financial services provider’s stock after selling 27,993 shares during the quarter. AON makes up about 3.3% of First […]

Bristlecone Advisors LLC trimmed its stake in Ecolab Inc. (NYSE:ECL – Free Report) by 2.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,277 shares of the basic materials company’s stock after selling 373 shares during the quarter. Bristlecone Advisors […]

Bank of Jackson Hole Trust raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 18.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,816 shares of the biopharmaceutical company’s stock after purchasing an additional 1,854 shares during the […]

Motco reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 93,526 shares of the network equipment provider’s stock after selling 3,492 shares during the quarter. Motco’s holdings in Cisco Systems were worth […]

Bristlecone Advisors LLC decreased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 62.5% in the 2nd quarter, Holdings Channel reports. The firm owned 75,493 shares of the biopharmaceutical company’s stock after selling 125,972 shares during the quarter. Bristlecone Advisors LLC’s holdings in Pfizer were worth $1,830,000 at the end of the most recent […]

626 Financial LLC purchased a new stake in shares of GE Aerospace (NYSE:GE – Free Report) in the 2nd quarter, Holdings Channel reports. The fund purchased 852 shares of the company’s stock, valued at approximately $219,000. Several other large investors have also recently bought and sold shares of the stock. Analyst IMS Investment Management Services […]

Advisory Alpha LLC trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,755 shares of the network equipment provider’s stock after selling 319 shares during the period. Advisory Alpha […]

Biltmore Family Office LLC cut its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 13.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,375 shares of the medical research company’s stock after selling 368 shares during the quarter. Biltmore Family Office […]

Fire Capital Management LLC increased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 8.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,369 shares of the industrial products company’s stock after purchasing an additional 328 shares during the period. Caterpillar […]

GWN Securities Inc. lowered its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 92.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,481 shares of the industrial products company’s stock after selling 18,374 shares during the quarter. GWN Securities Inc.’s […]

Motco boosted its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 5.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 44,667 shares of the railroad operator’s stock after purchasing an additional 2,215 shares during the quarter. Motco’s holdings in Union Pacific were […]

Biltmore Family Office LLC reduced its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 19.5% in the second quarter, HoldingsChannel.com reports. The firm owned 1,034 shares of the company’s stock after selling 250 shares during the period. Biltmore Family Office LLC’s holdings in CrowdStrike were worth $527,000 at the end of the most recent reporting […]

Econ Financial Services Corp lifted its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 39.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 49,463 shares of the footwear maker’s stock after acquiring an additional 13,983 shares during the quarter. NIKE accounts for 1.8% […]

Whalen Wealth Management Inc. lessened its holdings in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,568 shares of the technology company’s stock after selling 160 shares during the quarter. Whalen Wealth Management […]

Mayflower Financial Advisors LLC reduced its position in Blackstone Inc. (NYSE:BX – Free Report) by 11.8% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 8,126 shares of the asset manager’s stock after selling 1,083 shares during the quarter. Mayflower Financial Advisors LLC’s holdings in Blackstone were worth $1,215,000 as of its most recent filing […]

Golden Road Advisors LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 1,021 shares of the electric vehicle producer’s stock after buying an additional 63 shares during the period. Golden Road Advisors LLC’s holdings in Tesla were worth $324,000 as of […]

ELCO Management Co. LLC decreased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 4.7% during the 2nd quarter, Holdings Channel reports. The fund owned 4,439 shares of the aircraft producer’s stock after selling 221 shares during the quarter. ELCO Management Co. LLC’s holdings in Boeing were worth $930,000 at the […]

Jennison Associates LLC decreased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 24,450,071 shares of the retailer’s stock after selling 426,909 shares during the quarter. Walmart accounts for 1.4% of Jennison Associates LLC’s holdings, making the stock its 23rd largest position. […]

Corrado Advisors LLC bought a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 185 shares of the Internet television network’s stock, valued at approximately $248,000. A number of other hedge funds have also added […]

ELCO Management Co. LLC reduced its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 1.5% in the 2nd quarter, Holdings Channel reports. The firm owned 2,756 shares of the fast-food giant’s stock after selling 42 shares during the quarter. ELCO Management Co. LLC’s holdings in McDonald’s were worth $805,000 as of its most recent […]

Fire Capital Management LLC lowered its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 10.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,478 shares of the semiconductor company’s stock after selling 178 shares during the quarter. Fire Capital Management LLC’s holdings in Analog Devices were worth $352,000 at the end of […]

FSA Advisors Inc. trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 506 shares of the company’s stock after selling 41 shares during the period. FSA […]

Bank of Jackson Hole Trust boosted its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.5% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 5,497 shares of the enterprise software provider’s stock after acquiring an additional 83 shares during the quarter. […]

Bristlecone Advisors LLC decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 51.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 5,181 shares of the CRM provider’s stock after selling 5,561 shares during the period. Bristlecone Advisors LLC’s holdings in Salesforce were worth $1,413,000 as […]

Brighton Jones LLC bought a new stake in Everest Group, Ltd. (NYSE:EG – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor bought 2,573 shares of the company’s stock, valued at approximately $875,000. Other institutional investors have also recently added to or reduced their stakes in the company. SVB Wealth LLC acquired […]

Wealth Management Associates Inc. raised its holdings in CrowdStrike (NASDAQ:CRWD – 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. The firm owned 4,767 shares of the company’s stock after purchasing an additional 297 shares during the period. CrowdStrike […]

Motco cut its stake in The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 2.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 73,101 shares of the bank’s stock after selling 1,900 shares during the period. Motco’s holdings in Bank of New York […]

Wealth Management Associates Inc. increased its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 16.1% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 1,139 shares of the information technology services provider’s stock after purchasing an additional 158 shares during the period. Wealth Management […]

Mayflower Financial Advisors LLC lowered its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 4.1% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,439 shares of the company’s stock after selling 104 shares during the quarter. Mayflower Financial Advisors […]

FSA Advisors Inc. boosted its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 5.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 2,953 shares of the enterprise software provider’s stock after buying an additional 141 shares during the quarter. FSA Advisors Inc.’s holdings in Oracle were worth $646,000 as of […]

Advisory Alpha LLC lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,766 shares of the home improvement retailer’s stock after purchasing an additional 144 shares during […]

Bull Oak Capital LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 14.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,366 shares of the CRM provider’s stock after selling 230 shares during the period. Salesforce […]

Rossby Financial LCC grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 11.2% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 993 shares of the home improvement retailer’s stock after acquiring an additional 100 shares during the period. Rossby Financial LCC’s holdings in Home Depot were worth $364,000 […]

ELCO Management Co. LLC lifted its position in ONEOK, Inc. (NYSE:OKE – Free Report) by 9.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,914 shares of the utilities provider’s stock after acquiring an additional 1,698 shares during the period. ELCO Management Co. LLC’s holdings […]

Jennison Associates LLC reduced its position in shares of Sempra Energy (NYSE:SRE – Free Report) by 0.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,681,245 shares of the utilities provider’s stock after selling 851 shares during the period. Jennison Associates […]

Wealth Management Associates Inc. reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 7.5% during the second quarter, Holdings Channel.com reports. The fund owned 6,491 shares of the company’s stock after selling 528 shares during the quarter. Wealth Management Associates Inc.’s holdings in AbbVie were worth $1,205,000 at the end of the most […]

Waterfront Wealth Inc. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.0% in the 2nd quarter, Holdings Channel reports. The fund owned 4,640 shares of the electric vehicle producer’s stock after buying an additional 220 shares during the period. Waterfront Wealth Inc.’s holdings in Tesla were worth $1,474,000 at the […]

Biltmore Family Office LLC grew its position in Oracle Corporation (NYSE:ORCL – Free Report) by 3.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,661 shares of the enterprise software provider’s stock after buying an additional 538 shares […]