IFC Advisors LLC raised its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.3% in the second quarter, Holdings Channel.com reports. The fund owned 2,681 shares of the company’s stock after acquiring an additional 60 shares during the quarter. IFC Advisors LLC’s holdings in AbbVie were worth $498,000 at the end of […]

Elefante Mark B trimmed its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 816 shares of the software company’s stock after selling 85 shares during the period. Elefante Mark B’s holdings in Adobe […]

Edmp Inc. grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,183 shares of the company’s stock after buying an additional 1,396 shares during the quarter. Edmp […]

IFC Advisors LLC lessened its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.7% in the second quarter, HoldingsChannel reports. The firm owned 861 shares of the Internet television network’s stock after selling 24 shares during the period. IFC Advisors LLC’s holdings in Netflix were worth $1,153,000 at the end of the most recent […]

Welch Group LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 29.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,839 shares of the exchange traded fund’s stock after purchasing an additional 1,110 shares during the […]

TD Asset Management Inc cut its holdings in GE Aerospace (NYSE:GE – Free Report) by 12.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 841,247 shares of the company’s stock after selling 118,441 shares during the period. TD Asset Management Inc owned 0.08% of GE […]

Elefante Mark B lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 7.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,224 shares of the credit services provider’s stock after selling 940 shares during the quarter. Mastercard […]

Courier Capital LLC lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,805 shares of the medical research company’s stock after selling 55 shares during the period. Courier Capital LLC’s holdings in […]

Courier Capital LLC lessened its position in RTX Corporation (NYSE:RTX – Free Report) by 0.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 56,969 shares of the company’s stock after selling 462 shares during the quarter. Courier Capital LLC’s holdings in […]

Community Bank N.A. lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 165,121 shares of the network equipment provider’s stock after selling 2,495 shares during the […]

Community Bank N.A. boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 64,594 shares of the company’s stock after acquiring an additional 2,137 shares during the quarter. PepsiCo accounts […]

Edmp Inc. trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,891 shares of the network equipment provider’s stock after selling 1,041 shares during the […]

Naviter Wealth LLC increased its holdings in Citigroup Inc. (NYSE:C – Free Report) by 1.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,348 shares of the company’s stock after acquiring an additional 685 shares during the quarter. Naviter […]

Community Bank N.A. boosted its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 11.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,424 shares of the CRM provider’s stock after acquiring an additional 657 shares during the quarter. Community […]

RFG Advisory LLC boosted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 24.4% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 34,486 shares of the wireless technology company’s stock after purchasing an additional 6,762 shares during the period. RFG Advisory LLC’s holdings […]

Equitable Trust Co. lowered its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 14.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,363 shares of the fast-food giant’s stock after selling 3,009 shares during the period. Equitable Trust […]

Naviter Wealth LLC boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 1.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,436 shares of the healthcare product maker’s stock after buying an additional 462 shares during the quarter. […]

J.Safra Asset Management Corp decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,132 shares of the company’s stock after selling 63 shares during the quarter. J.Safra Asset Management […]

Equitable Trust Co. cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 0.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,923 shares of the oil and gas company’s stock after selling 107 shares during the period. Equitable Trust Co.’s […]

Cypress Capital Group raised its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,513 shares of the exchange traded fund’s stock after buying an additional 1,073 shares during the quarter. Invesco […]

Equitable Trust Co. raised its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 39.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 51,761 shares of the CRM provider’s stock after buying an additional 14,604 shares during the period. Equitable […]

Revolve Wealth Partners LLC cut its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 15.9% in the 2nd quarter, Holdings Channel reports. The firm owned 6,068 shares of the asset manager’s stock after selling 1,148 shares during the quarter. Revolve Wealth Partners LLC’s holdings in Blackstone were worth $908,000 as of its […]

Eastern Bank boosted its holdings in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) by 156.1% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 968 shares of the financial services provider’s stock after purchasing an additional 590 shares during the quarter. Eastern Bank’s holdings in Manulife Financial were worth $31,000 at the end […]

Community Bank N.A. lifted its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 15.5% during the second quarter, Holdings Channel.com reports. The firm owned 3,354 shares of the company’s stock after acquiring an additional 449 shares during the period. Community Bank N.A.’s holdings in Eli Lilly and Company were worth […]

Edmp Inc. boosted its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 47,131 shares of the cell phone carrier’s stock after acquiring an additional 1,658 shares during the period. Verizon […]

Cypress Capital Group boosted its position in GE Aerospace (NYSE:GE – Free Report) by 19.9% in the second quarter, Holdings Channel.com reports. The firm owned 1,433 shares of the company’s stock after acquiring an additional 238 shares during the quarter. Cypress Capital Group’s holdings in GE Aerospace were worth $369,000 as of its most recent […]

Cornerstone Wealth Group LLC lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 11.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,550 shares of the Internet television network’s stock after acquiring an additional 158 shares during the period. […]

Courier Capital LLC cut its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.4% during the 2nd quarter, Holdings Channel reports. The firm owned 66,733 shares of the enterprise software provider’s stock after selling 942 shares during the period. Oracle makes up 0.9% of Courier Capital LLC’s holdings, making the stock its […]

Elefante Mark B raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 124.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,317 shares of the company’s stock after buying an additional 729 […]

Equitable Trust Co. decreased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,208 shares of the company’s stock after selling 972 shares during the period. Equitable Trust Co.’s holdings […]

Naviter Wealth LLC trimmed its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 0.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 375 shares of the business services provider’s stock after selling 2 shares during the period. […]

Equitable Trust Co. lowered its holdings in Sysco Corporation (NYSE:SYY – Free Report) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,138 shares of the company’s stock after selling 1,171 shares during the period. Equitable Trust Co.’s […]

Community Bank N.A. grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 19.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,017 shares of the network technology company’s stock after purchasing an additional 1,316 shares during the quarter. […]

Frazier Financial Advisors LLC boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 85.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 265 shares of the company’s stock after acquiring an additional 122 shares during […]

Kellett Wealth Advisors LLC increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 31.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,060 shares of the company’s stock after purchasing an additional 494 shares during the quarter. Kellett Wealth […]

IFC Advisors LLC boosted its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 6.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 36,372 shares of the company’s stock after buying an additional 2,087 shares during the period. RTX accounts for about 1.0% of IFC Advisors LLC’s investment portfolio, making the stock […]

Cornerstone Wealth Group LLC raised its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 2.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 67,492 shares of the healthcare product maker’s stock after acquiring an additional 1,896 shares during the period. […]

Cornerstone Wealth Group LLC boosted its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 15.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,246 shares of the company’s stock after purchasing an additional 690 shares during the […]

Cutler Investment Counsel LLC increased its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 48,396 shares of the home improvement retailer’s stock after buying an additional 49 shares during the quarter. Home Depot accounts for about 2.0% of […]

Baker Boyer National Bank lifted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 34.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,251 shares of the oil and gas company’s stock after acquiring an additional 840 shares during the quarter. […]

TD Asset Management Inc grew its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 630,304 shares of the software company’s stock after purchasing an additional 53,835 shares during the quarter. TD Asset […]

RFG Advisory LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 11.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 42,202 shares of the company’s stock after selling 5,374 shares during the period. RFG Advisory LLC’s holdings […]

RFG Advisory LLC raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 6.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,681 shares of the credit services provider’s stock after acquiring an additional 808 shares during the quarter. […]

Naviter Wealth LLC decreased its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 6.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 20,835 shares of the entertainment giant’s stock after selling 1,554 shares during the period. Naviter Wealth LLC’s holdings in Walt Disney were […]

Axxcess Wealth Management LLC reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 69,040 shares of the company’s stock after selling 1,404 shares during the period. Axxcess Wealth Management LLC’s holdings in […]

Cornerstone Wealth Group LLC boosted its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 0.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 54,672 shares of the oil and gas company’s stock after purchasing an additional 356 shares during the quarter. Cornerstone […]

Courier Capital LLC decreased its position in Linde PLC (NASDAQ:LIN – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,186 shares of the basic materials company’s stock after selling 99 shares during the period. Courier Capital […]

Morningstar Investment Management LLC boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 19.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 57,082 shares of the biopharmaceutical company’s stock after acquiring an additional 9,270 shares during the quarter. […]

RoundAngle Advisors LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,109 shares of the company’s stock after purchasing an additional 97 shares during […]

Equitable Trust Co. raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.6% in the second quarter, according to its most recent filing with the SEC. The firm owned 61,639 shares of the network equipment provider’s stock after purchasing an additional 954 shares during the quarter. Equitable Trust Co.’s holdings […]