Saudi Central Bank Grows Stake in U.S. Bancorp $USB
Saudi Central Bank raised its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 89.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 108,658 shares of the financial services provider’s stock after buying an additional 51,282 shares during […]
Saudi Central Bank Buys 53,348 Shares of Citigroup Inc. $C
Saudi Central Bank lifted its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 80.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 119,392 shares of the company’s stock after buying an additional 53,348 shares during the quarter. Saudi Central Bank’s […]
Saudi Central Bank Grows Holdings in Newmont Corporation $NEM
Saudi Central Bank raised its stake in Newmont Corporation (NYSE:NEM – Free Report) by 87.7% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 75,595 shares of the basic materials company’s stock after purchasing an additional 35,315 shares during the period. Saudi Central Bank’s holdings in Newmont were […]
Saudi Central Bank Buys 21,246 Shares of Salesforce Inc. $CRM
Saudi Central Bank raised its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 61.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,832 shares of the CRM provider’s stock after purchasing an additional 21,246 shares during the period. Saudi […]
Netflix, Inc. $NFLX Shares Bought by Nilsine Partners LLC
Nilsine Partners LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 27.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 138,081 shares of the Internet television network’s stock after purchasing an additional 29,421 shares during the […]
Applied Materials, Inc. $AMAT Shares Bought by Saudi Central Bank
Saudi Central Bank increased its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 89.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 55,553 shares of the manufacturing equipment provider’s stock after buying an additional 26,285 shares during the […]
Rose Capital Advisors LLC Takes Position in Pfizer Inc. $PFE
Rose Capital Advisors LLC acquired a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 37,580 shares of the biopharmaceutical company’s stock, valued at approximately $905,000. Several other […]
Saudi Central Bank Grows Position in Palo Alto Networks, Inc. $PANW
Saudi Central Bank raised its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 90.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 56,770 shares of the network technology company’s stock after purchasing an additional 26,943 shares during the period. Saudi Central Bank’s […]
Kintra Wealth LLC Sells 8,199 Shares of Vanguard Value ETF $VTV
Kintra Wealth LLC lowered its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 48,764 shares of the company’s stock after selling 8,199 shares during the quarter. Kintra Wealth LLC’s holdings in […]
Trajan Wealth LLC Invests $10.86 Million in Caterpillar Inc. $CAT
Trajan Wealth LLC bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 10,201 shares of the industrial products company’s stock, valued at approximately $10,863,000. Several other institutional investors and hedge funds have also […]
Kintra Wealth LLC Boosts Holdings in Vanguard Growth ETF $VUG
Kintra Wealth LLC raised its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 409.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 106,753 shares of the company’s stock after purchasing an additional 85,818 shares during the period. Kintra […]
Nilsine Partners LLC Buys 59,194 Shares of KLA Corporation $KLAC
Nilsine Partners LLC lifted its position in KLA Corporation (NASDAQ:KLAC – Free Report) by 884.4% during the second quarter, HoldingsChannel.com reports. The fund owned 65,887 shares of the semiconductor company’s stock after purchasing an additional 59,194 shares during the period. KLA makes up approximately 1.4% of Nilsine Partners LLC’s investment portfolio, making the stock its […]
HB Wealth Management LLC Sells 1,562 Shares of Chubb Limited $CB
HB Wealth Management LLC cut its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 3.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 45,887 shares of the financial services provider’s stock after selling 1,562 shares during the period. HB […]
Unique Wealth LLC Cuts Stake in iShares MSCI ACWI ETF $ACWI
Unique Wealth LLC lowered its position in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 20.3% in 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 78,139 shares of the company’s stock after selling 19,856 shares during the […]
Midwest Trust Co Buys 31,253 Shares of Meta Platforms, Inc. $META
Midwest Trust Co boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 22.4% during the second quarter, Holdings Channel reports. The firm owned 170,676 shares of the social networking company’s stock after purchasing an additional 31,253 shares during the quarter. Meta Platforms comprises about 1.1% of Midwest Trust Co’s holdings, […]
American Express Company $AXP Shares Purchased by Saudi Central Bank
Saudi Central Bank boosted its position in shares of American Express Company (NYSE:AXP) by 82.9% in the second quarter, HoldingsChannel.com reports. The fund owned 37,204 shares of the payment services company’s stock after acquiring an additional 16,863 shares during the quarter. Saudi Central Bank’s holdings in American Express were worth $12,584,000 as of its most […]
Rational Advisors Inc. Cuts Holdings in Micron Technology, Inc. $MU
Rational Advisors Inc. lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 85.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 413 shares of the semiconductor manufacturer’s stock after selling 2,381 shares during the […]
L2 Asset Management LLC Acquires New Stake in Caterpillar Inc. $CAT
L2 Asset Management LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 3,191 shares of the industrial products company’s stock, valued at approximately $3,398,000. Other institutional investors […]
24,170 Shares in Netflix, Inc. $NFLX Bought by Operose Advisors LLC
Operose Advisors LLC bought a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 24,170 shares of the Internet television network’s stock, valued at approximately $1,726,000. A number of other large investors also […]
Invesco QQQ $QQQ Shares Sold by Sovereign Investment Advisors LLC
Sovereign Investment Advisors LLC cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 51,500 shares of the exchange traded fund’s stock after selling 866 shares during the period. Invesco QQQ makes […]
Kintra Wealth LLC Acquires 1,124 Shares of Applied Materials, Inc. $AMAT
Kintra Wealth LLC grew its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 17.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,396 shares of the manufacturing equipment provider’s stock after buying an additional 1,124 shares during the quarter. Kintra […]
Saudi Central Bank Has $66.76 Million Stock Holdings in Fortinet, Inc. $FTNT
Saudi Central Bank increased its stake in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 5.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 415,242 shares of the software maker’s stock after buying an additional 20,693 shares during the period. Fortinet accounts for about 0.9% […]
Capital Group Dividend Value ETF $CGDV Shares Sold by Kintra Wealth LLC
Kintra Wealth LLC reduced its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 19.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 162,624 shares of the company’s stock after selling 38,955 shares during the period. Kintra […]
Kintra Wealth LLC Boosts Holdings in Vanguard Mega Cap Growth ETF $MGK
Kintra Wealth LLC raised its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 425.4% in the 2nd quarter, Holdings Channel.com reports. The fund owned 72,122 shares of the company’s stock after acquiring an additional 58,395 shares during the quarter. Kintra Wealth LLC’s holdings in Vanguard Mega Cap Growth ETF were worth […]
Saudi Central Bank Increases Stake in Deere & Company $DE
Saudi Central Bank lifted its position in Deere & Company (NYSE:DE – Free Report) by 79.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,017 shares of the industrial products company’s stock after acquiring an additional 7,534 shares during the quarter. Saudi Central […]
Saudi Central Bank Increases Stake in Merck & Co., Inc. $MRK
Saudi Central Bank raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 22.7% in the 2nd quarter, Holdings Channel reports. The fund owned 440,465 shares of the company’s stock after acquiring an additional 81,454 shares during the period. Merck & Co., Inc. accounts for approximately 0.7% of Saudi Central Bank’s holdings, […]
Kintra Wealth LLC Sells 14,448 Shares of Vanguard Total World Stock ETF $VT
Kintra Wealth LLC cut its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 32.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,599 shares of the exchange traded fund’s stock after selling 14,448 shares during the quarter. […]
1,793 Shares in Caterpillar Inc. $CAT Purchased by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the second quarter, Holdings Channel reports. The fund bought 1,793 shares of the industrial products company’s stock, valued at approximately $1,909,000. Caterpillar accounts for 0.9% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 25th […]
Operose Advisors LLC Purchases 87,659 Shares of Vanguard Mid-Cap ETF $VO
Operose Advisors LLC boosted its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 275.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 119,495 shares of the company’s stock after acquiring an additional 87,659 shares during the quarter. Vanguard Mid-Cap […]
Unique Wealth LLC Acquires 35,087 Shares of iShares MSCI EAFE Value ETF $EFV
Unique Wealth LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 23.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 185,555 shares of the company’s stock after purchasing an additional 35,087 shares during the quarter. iShares […]
Endeavor Private Wealth Inc. Buys 73,671 Shares of Vanguard Mid-Cap ETF $VO
Endeavor Private Wealth Inc. lifted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 265.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 101,392 shares of the company’s stock after purchasing an additional 73,671 shares during the […]
OMERS ADMINISTRATION Corp Takes $43.04 Million Position in Caterpillar Inc. $CAT
OMERS ADMINISTRATION Corp bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 40,416 shares of the industrial products company’s stock, valued at approximately $43,039,000. A number of other institutional investors have also added to […]
Sanchez Levi Garrett Acquires New Holdings in Costco Wholesale Corporation $COST
Sanchez Levi Garrett bought a new position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,655 shares of the retailer’s stock, valued at approximately $1,548,000. Costco Wholesale comprises approximately 0.8% of Sanchez Levi Garrett’s investment […]
Alphabet Inc. $GOOGL Shares Purchased by William Blair Investment Management LLC
William Blair Investment Management LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 27.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,191,012 shares of the information services provider’s stock after purchasing an additional […]
Stoke Therapeutics, Inc. $STOK Stake Decreased by Troluce Capital Advisors LLC
Troluce Capital Advisors LLC cut its holdings in shares of Stoke Therapeutics, Inc. (NASDAQ:STOK – Free Report) by 24.0% during the second quarter, HoldingsChannel.com reports. The fund owned 496,416 shares of the company’s stock after selling 156,384 shares during the period. Stoke Therapeutics accounts for about 1.7% of Troluce Capital Advisors LLC’s holdings, making the […]
Royal Capital Wealth Management LLC Invests $1.17 Million in Caterpillar Inc. $CAT
Royal Capital Wealth Management LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 1,100 shares of the industrial products company’s stock, valued at approximately $1,171,000. Caterpillar accounts for approximately […]
SFG Wealth Management LLC. Acquires 165,926 Shares of MFS Active Value ETF $MFSV
SFG Wealth Management LLC. boosted its holdings in MFS Active Value ETF (NYSE:MFSV – Free Report) by 17.8% in the second quarter, HoldingsChannel reports. The firm owned 1,099,524 shares of the company’s stock after purchasing an additional 165,926 shares during the period. MFS Active Value ETF comprises about 11.3% of SFG Wealth Management LLC.’s portfolio, […]
Pointe Capital Management LLC Takes Position in Costco Wholesale Corporation $COST
Pointe Capital Management LLC bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 3,292 shares of the retailer’s stock, valued at approximately $3,080,000. Costco Wholesale comprises about 1.4% of Pointe Capital Management LLC’s investment portfolio, making the stock its 16th […]
Rose Capital Advisors LLC Purchases Shares of 82,236 Vanguard Mid-Cap ETF $VO
Rose Capital Advisors LLC acquired a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 82,236 shares of the company’s stock, valued at approximately $6,626,000. Vanguard Mid-Cap ETF […]
Western Wealth Management LLC Buys Shares of 3,583 Costco Wholesale Corporation $COST
Western Wealth Management LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,583 shares of the retailer’s stock, valued at approximately $3,352,000. Other institutional investors and hedge […]
Meta Platforms, Inc. $META Shares Purchased by North Dakota State Investment Board
North Dakota State Investment Board raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 64,930 shares of the social networking company’s stock after purchasing an additional 1,663 shares during the quarter. […]
Concurrent Investment Advisors LLC Raises Stake in Intuitive Surgical, Inc. $ISRG
Concurrent Investment Advisors LLC boosted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 30.8% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 25,639 shares of the medical equipment provider’s stock after purchasing an additional 6,043 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Intuitive Surgical were […]
Kintra Wealth LLC Acquires 82,536 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Kintra Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 105.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 160,451 shares of the company’s stock after buying an additional 82,536 shares during the quarter. […]
Matrix Asset Advisors Inc. NY Increases Stock Holdings in Microsoft Corporation $MSFT
Matrix Asset Advisors Inc. NY grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 172,878 shares of the software giant’s stock after acquiring an additional 1,519 shares during the quarter. Microsoft comprises approximately 5.2% […]
Capital Group Core Equity ETF $CGUS Shares Acquired by Midwest Heritage Bank FSB
Midwest Heritage Bank FSB increased its position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 2.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,081,516 shares of the company’s stock after purchasing an additional 28,425 shares during […]
Concurrent Investment Advisors LLC Purchases 38,822 Shares of Lennar Corporation $LEN
Concurrent Investment Advisors LLC increased its position in Lennar Corporation (NYSE:LEN – Free Report) by 77.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 89,178 shares of the construction company’s stock after purchasing an additional 38,822 shares during the […]
Yarger Wealth Strategies LLC Sells 15,919 Shares of JPMorgan Active Bond ETF $JBND
Yarger Wealth Strategies LLC trimmed its stake in shares of JPMorgan Active Bond ETF (NYSE:JBND – Free Report) by 12.9% during the second quarter, Holdings Channel reports. The firm owned 107,548 shares of the company’s stock after selling 15,919 shares during the period. JPMorgan Active Bond ETF comprises 2.0% of Yarger Wealth Strategies LLC’s holdings, […]
Endeavor Private Wealth Inc. Invests $2.75 Million in Blackrock Income Trust $BKT
Endeavor Private Wealth Inc. purchased a new position in Blackrock Income Trust (NYSE:BKT – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 98,073 shares of the company’s stock, valued at approximately $2,751,000. Endeavor Private Wealth Inc. owned approximately 0.30% of Blackrock Income […]
Safeguard Investment Advisory Group LLC Purchases New Position in Caterpillar Inc. $CAT
Safeguard Investment Advisory Group LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 653 shares of the industrial products company’s stock, valued at approximately $696,000. Other institutional investors and hedge funds […]
Pinnacle Family Advisors LLC Makes New $847,000 Investment in Micron Technology, Inc. $MU
Pinnacle Family Advisors LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 734 shares of the semiconductor manufacturer’s stock, valued at approximately $847,000. Several other institutional investors and hedge funds […]
last updated on 7 Sep 10:05