BXM Wealth LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,806 shares of the electric vehicle producer’s stock after purchasing an additional 68 […]

Aspiriant LLC boosted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 22.5% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 7,219 shares of the exchange traded fund’s stock after buying an additional 1,326 shares during the period. Aspiriant LLC’s holdings in Invesco QQQ were worth $3,982,000 at the end […]

Mutual Advisors LLC trimmed its holdings in HP Inc. (NYSE:HPQ – Free Report) by 0.9% in the 2nd quarter, Holdings Channel reports. The fund owned 63,850 shares of the computer maker’s stock after selling 583 shares during the quarter. Mutual Advisors LLC’s holdings in HP were worth $1,640,000 as of its most recent filing with […]

Aspiriant LLC lowered its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,396 shares of the company’s stock after selling 107 shares during the period. Aspiriant LLC’s holdings in AbbVie were […]

Stanley Laman Group Ltd. decreased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 7.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,234 shares of the medical research company’s stock after selling 981 shares during the quarter. Stanley […]

Aspiriant LLC reduced its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 12.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,779 shares of the wireless technology company’s stock after selling 1,823 shares during the period. Aspiriant […]

Aspiriant LLC reduced its stake in shares of American Express Company (NYSE:AXP) by 4.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,410 shares of the payment services company’s stock after selling 219 shares during the quarter. Aspiriant LLC’s holdings in American […]

IFP Advisors Inc raised its holdings in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 80.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 917 shares of the company’s stock after acquiring an additional 408 shares during the quarter. IFP Advisors Inc’s […]

Private Trust Co. NA increased its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 17.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,985 shares of the financial services provider’s stock after acquiring an additional 1,158 shares […]

Huntleigh Advisors Inc. lowered its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 51.7% in the second quarter, Holdings Channel.com reports. The fund owned 18,291 shares of the energy producer’s stock after selling 19,580 shares during the quarter. Huntleigh Advisors Inc.’s holdings in ConocoPhillips were worth $1,641,000 at the end of the most […]

Manchester Financial Inc. reduced its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 25.5% during the second quarter, according to its most recent filing with the SEC. The fund owned 178 shares of the Internet television network’s stock after selling 61 shares during the quarter. Manchester Financial Inc.’s holdings in Netflix were worth $238,000 […]

Hartline Investment Corp trimmed its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,036 shares of the information technology services provider’s stock after selling 749 shares during the quarter. ServiceNow comprises approximately […]

Citizens Business Bank raised its stake in Chevron Corporation (NYSE:CVX – Free Report) by 6.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,473 shares of the oil and gas company’s stock after purchasing an additional 1,881 shares during the quarter. […]

US Bancorp DE lowered its stake in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 2.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,757 shares of the investment management company’s stock after selling 1,109 shares during the quarter. US Bancorp […]

Chevy Chase Trust Holdings LLC lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,485,331 shares of the electric vehicle producer’s stock after purchasing an additional 11,768 shares […]

Kanawha Capital Management LLC cut its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 0.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 183,976 shares of the footwear maker’s stock after selling 582 shares during the period. Kanawha Capital Management […]

Ariston Services Group decreased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 789 shares of the Internet television network’s stock after selling 30 shares during the period. Netflix makes up about 0.8% […]

Chevy Chase Trust Holdings LLC raised its stake in ONEOK, Inc. (NYSE:OKE – Free Report) by 1.4% during the second quarter, Holdings Channel reports. The fund owned 330,713 shares of the utilities provider’s stock after buying an additional 4,539 shares during the period. Chevy Chase Trust Holdings LLC’s holdings in ONEOK were worth $26,996,000 as […]

Bayforest Capital Ltd trimmed its stake in shares of JFrog Ltd. (NASDAQ:FROG – Free Report) by 34.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,136 shares of the company’s stock after selling 1,122 shares during the quarter. Bayforest […]

Hartline Investment Corp raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 13.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,826 shares of the company’s stock after buying an additional 1,128 shares during the period. Hartline Investment Corp’s holdings […]

Aspiriant LLC cut its holdings in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 6.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,815 shares of the oil and gas company’s stock after selling 433 shares during the period. Aspiriant LLC’s holdings […]

Aspiriant LLC decreased its position in Bank of America Corporation (NYSE:BAC) by 5.2% in the second quarter, Holdings Channel reports. The institutional investor owned 34,900 shares of the financial services provider’s stock after selling 1,925 shares during the period. Aspiriant LLC’s holdings in Bank of America were worth $1,651,000 as of its most recent filing […]

Kanawha Capital Management LLC trimmed its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 0.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 201,466 shares of the enterprise software provider’s stock after selling 854 shares during the period. Oracle accounts […]

Empirical Asset Management LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,815 shares of the electric vehicle producer’s stock after acquiring an additional 111 […]

Private Trust Co. NA trimmed its position in Aon plc (NYSE:AON – Free Report) by 4.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,335 shares of the financial services provider’s stock after selling 168 shares during the quarter. Private Trust […]

Quotient Wealth Partners LLC reduced its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 1.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,112 shares of the enterprise software provider’s stock after selling 173 shares during the quarter. Quotient Wealth Partners […]

Ifrah Financial Services Inc. lessened its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,583 shares of the company’s stock after selling 60 shares during the quarter. Ifrah Financial Services […]

Kanawha Capital Management LLC trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 177,363 shares of the healthcare product maker’s stock after selling 401 shares during […]

Bayforest Capital Ltd purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 162 shares of the electric vehicle producer’s stock, valued at approximately $51,000. Several other institutional […]

Arista Wealth Management LLC grew its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,646 shares of the electric vehicle producer’s stock after purchasing an additional 475 shares during the quarter. Arista Wealth […]

Huntleigh Advisors Inc. grew its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 1.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,500 shares of the financial services provider’s stock after purchasing an additional 65 shares during the […]

Huntleigh Advisors Inc. decreased its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,357 shares of the fast-food giant’s stock after selling 71 shares during the quarter. Huntleigh Advisors […]

Stratos Wealth Advisors LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 9.5% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 5,801 shares of the industrial products company’s stock after acquiring an additional 503 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in Caterpillar were worth $2,252,000 […]

Hartline Investment Corp boosted its holdings in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 9.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,338 shares of the pipeline company’s stock after acquiring an additional 3,240 shares during […]

Kanawha Capital Management LLC boosted its stake in RTX Corporation (NYSE:RTX – Free Report) by 0.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 173,475 shares of the company’s stock after acquiring an additional 1,077 shares during the quarter. RTX accounts for […]

Manchester Financial Inc. raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 58.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,503 shares of the company’s stock after purchasing an additional 552 shares during the period. Manchester […]

Private Trust Co. NA boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,522 shares of the electric vehicle producer’s stock after buying an additional 1,381 shares during […]

Huntleigh Advisors Inc. bought a new stake in Morgan Stanley (NYSE:MS – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 14,087 shares of the financial services provider’s stock, valued at approximately $1,984,000. A number of other institutional investors […]

Chevy Chase Trust Holdings LLC reduced its stake in shares of Newmont Corporation (NYSE:NEM – Free Report) by 4.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 731,024 shares of the basic materials company’s stock after selling 30,150 shares during the quarter. Chevy Chase Trust Holdings LLC’s holdings in Newmont were worth $42,589,000 […]

Stanley Laman Group Ltd. cut its stake in Kirby Corporation (NYSE:KEX – Free Report) by 9.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 34,241 shares of the shipping company’s stock after selling 3,694 shares during the period. Stanley Laman Group Ltd. owned […]

Private Wealth Management Group LLC decreased its position in The Boeing Company (NYSE:BA – Free Report) by 18.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 674 shares of the aircraft producer’s stock after selling 155 shares during the quarter. Private Wealth Management Group […]

Hartline Investment Corp bought a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 716 shares of the electric vehicle producer’s stock, valued at approximately $227,000. Other hedge funds also recently made changes to their […]

Kanawha Capital Management LLC boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 61,387 shares of the retailer’s stock after purchasing an additional 1,257 shares during the period. Kanawha […]

Chevy Chase Trust Holdings LLC grew its position in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 0.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 279,131 shares of the company’s stock after buying an additional 2,076 shares during […]

Moran Wealth Management LLC purchased a new position in shares of IBEX Limited (NASDAQ:IBEX – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 7,750 shares of the company’s stock, valued at approximately $226,000. A number of other institutional investors […]

Huntleigh Advisors Inc. cut its position in Valero Energy Corporation (NYSE:VLO – Free Report) by 20.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,890 shares of the oil and gas company’s stock after selling 3,000 shares during the period. Huntleigh […]

Kanawha Capital Management LLC cut its stake in shares of Dover Corporation (NYSE:DOV – Free Report) by 7.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,800 shares of the industrial products company’s stock after selling 700 shares during […]

Kondo Wealth Advisors Inc. purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,185 shares of the retailer’s stock, valued at approximately $215,000. Other institutional investors and hedge funds also recently made changes to […]

Ritholtz Wealth Management decreased its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 3.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,972 shares of the oil and gas company’s stock after selling 359 shares during […]

Chevy Chase Trust Holdings LLC increased its stake in U.S. Bancorp (NYSE:USB – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 837,007 shares of the financial services provider’s stock after purchasing an additional 4,792 shares during the quarter. Chevy […]