Atlas Brown Inc. raised its position in Visa Inc. (NYSE:V – Free Report) by 0.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 5,231 shares of the credit-card processor’s stock after acquiring an additional 46 shares during the quarter. Atlas Brown Inc.’s holdings in Visa were worth $1,857,000 at the end of the […]

Webster Bank N. A. reduced its position in Visa Inc. (NYSE:V – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 38,212 shares of the credit-card processor’s stock after selling 760 shares during the quarter. Visa makes […]

Atlas Brown Inc. grew its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 0.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,496 shares of the company’s stock after purchasing an additional 19 shares during the period. Atlas Brown Inc.’s holdings in GE Vernova were worth $1,321,000 as of its most […]

RMR Wealth Builders raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,524 shares of the credit-card processor’s stock after purchasing an additional 290 shares during […]

NBC Securities Inc. reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 11.6% during the second quarter, HoldingsChannel.com reports. The firm owned 11,118 shares of the CRM provider’s stock after selling 1,462 shares during the quarter. NBC Securities Inc.’s holdings in Salesforce were worth $3,031,000 as of its most recent SEC filing. Other […]

Arlington Trust Co LLC trimmed its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,779 shares of the company’s stock after selling 197 shares during the period. Arlington Trust Co […]

RMR Wealth Builders reduced its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,906 shares of the company’s stock after selling 398 shares during the quarter. RMR Wealth Builders’ […]

RMR Wealth Builders lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,825 shares of the retailer’s stock after selling 169 shares during the quarter. RMR Wealth Builders’ holdings […]

Dover Advisors LLC raised its position in RTX Corporation (NYSE:RTX – Free Report) by 0.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 29,015 shares of the company’s stock after buying an additional 197 shares during the quarter. RTX comprises about 1.9% of Dover Advisors LLC’s portfolio, making the stock its 9th […]

RMR Wealth Builders grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,182 shares of the information services provider’s stock after purchasing an additional 473 shares during the quarter. RMR […]

Atlas Brown Inc. reduced its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 3.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,404 shares of the utilities provider’s stock after selling 389 shares during the period. Atlas Brown Inc.’s […]

Gallacher Capital Management LLC cut its stake in Crh Plc (NYSE:CRH – Free Report) by 5.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,764 shares of the construction company’s stock after selling 325 shares during the period. Gallacher Capital […]

Persium Advisors LLC boosted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 38.9% during the 2nd quarter, HoldingsChannel reports. The firm owned 27,123 shares of the biopharmaceutical company’s stock after buying an additional 7,589 shares during the quarter. Persium Advisors LLC’s holdings in Pfizer were worth $657,000 as of its most recent filing […]

NBC Securities Inc. lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 18.9% during the 2nd quarter, HoldingsChannel reports. The firm owned 30,261 shares of the enterprise software provider’s stock after selling 7,034 shares during the quarter. Oracle accounts for about 0.5% of NBC Securities Inc.’s investment portfolio, making the stock its 20th […]

Bard Financial Services Inc. lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,095 shares of the company’s stock after selling 1,125 shares during the period. AbbVie makes up approximately […]

Ransom Advisory Ltd decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,245 shares of the industrial products company’s stock after selling 50 shares during the period. Ransom Advisory Ltd’s holdings in Caterpillar […]

Atlas Brown Inc. increased its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 7.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,263 shares of the pharmacy operator’s stock after buying an additional 370 shares during the quarter. […]

RMR Wealth Builders cut its stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 3.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,349 shares of the cable giant’s stock after selling 1,704 shares during the period. RMR Wealth Builders’ holdings […]

Webster Bank N. A. lifted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.6% during the 2nd quarter, Holdings Channel reports. The firm owned 2,540 shares of the Internet television network’s stock after acquiring an additional 39 shares during the period. Webster Bank N. A.’s holdings in Netflix were worth $3,401,000 at the […]

Dover Advisors LLC cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 35.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 14,690 shares of the biopharmaceutical company’s stock after selling 7,943 shares during the quarter. Dover Advisors LLC’s holdings in Pfizer were worth $356,000 […]

Gallacher Capital Management LLC raised its position in shares of Eni SpA (NYSE:E – Free Report) by 3.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,936 shares of the oil and gas exploration company’s stock after buying an additional 522 […]

Veery Capital LLC trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,203 shares of the social networking company’s stock after selling 31 shares during […]

Webster Bank N. A. grew its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 70.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,995 shares of the company’s stock after purchasing an additional 824 shares during the quarter. Webster Bank N. A.’s holdings in Vanguard Growth ETF were worth $875,000 […]

E. Ohman J or Asset Management AB lessened its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,495 shares of the medical research company’s stock after selling 1,565 shares during the […]

Gradient Investments LLC lowered its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 2.1% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 109,162 shares of the company’s stock after selling 2,333 shares during the quarter. Gradient Investments LLC’s holdings in RTX were worth […]

Atlas Brown Inc. increased its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 100.9% during the 2nd quarter, Holdings Channel reports. The fund owned 12,206 shares of the company’s stock after buying an additional 6,129 shares during the quarter. Atlas Brown Inc.’s holdings in Fastenal were worth $513,000 at the end of […]

Wesbanco Bank Inc. lessened its stake in CVS Health Corporation (NYSE:CVS – Free Report) by 10.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 42,352 shares of the pharmacy operator’s stock after selling 4,707 shares during the quarter. Wesbanco Bank Inc.’s holdings in CVS […]

Quintet Private Bank Europe S.A. cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 9.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 200,754 shares of the information services provider’s stock after selling 21,281 shares during the period. Alphabet accounts for 2.1% of Quintet Private Bank Europe S.A.’s holdings, making […]

Richard P Slaughter Associates Inc increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 16.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 4,397 shares of the credit-card processor’s stock after acquiring an additional 619 shares during the period. Richard P Slaughter Associates Inc’s holdings in Visa were worth $1,561,000 […]

Persium Advisors LLC 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 and Exchange Commission. The institutional investor purchased 1,117 shares of the electric vehicle producer’s stock, valued at approximately $355,000. Other hedge […]

Red Spruce Capital LLC lowered its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,677 shares of the electric vehicle producer’s stock after selling 37 shares during the quarter. Red […]

GK Wealth Management LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,082 shares of the network equipment provider’s stock after selling 532 shares during the period. […]

Ballew Advisors Inc acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 895 shares of the home improvement retailer’s stock, valued at approximately $204,000. A number of other hedge funds and other institutional investors […]

Bourne Lent Asset Management Inc. lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,146 shares of the software company’s stock after selling 210 shares during the period. Adobe makes up 8.4% […]

Heartwood Wealth Advisors LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 18.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,011 shares of the company’s stock after purchasing an additional 1,094 shares during the period. Heartwood Wealth […]

Park Edge Advisors LLC raised its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 46.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,809 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,423 shares during the period. […]

Atlas Brown Inc. cut its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,319 shares of the company’s stock after selling 377 shares during the quarter. Atlas Brown Inc.’s […]

Adamsbrown Wealth Consultants LLC lowered its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 26.8% during the second quarter, HoldingsChannel.com reports. The firm owned 3,198 shares of the company’s stock after selling 1,171 shares during the period. Adamsbrown Wealth Consultants LLC’s holdings in PepsiCo were worth $422,000 at the end of the […]

Arlington Trust Co LLC cut its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – 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 institutional investor owned 7,774 shares of the wireless technology company’s stock after selling 100 shares during the […]

Rise Advisors LLC lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,662 shares of the company’s stock after buying an additional 104 shares during the quarter. Rise Advisors LLC’s holdings in PepsiCo were worth $219,000 as of its most recent SEC […]

Northstar Advisory Group LLC increased its position in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 2.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 44,925 shares of the e-commerce company’s stock after acquiring an additional 1,204 shares during the period. eBay makes […]

Paladin Wealth LLC purchased a new stake in Cardinal Health, Inc. (NYSE:CAH – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,202 shares of the company’s stock, valued at approximately $202,000. Other hedge funds and other institutional investors have […]

GK Wealth Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 621 shares of the industrial products company’s stock, valued at approximately $241,000. A number of other hedge funds […]

RMR Wealth Builders lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 7.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 7,104 shares of the fast-food giant’s stock after acquiring an additional 521 shares during the period. RMR Wealth Builders’ holdings in McDonald’s were worth $2,076,000 as of its most […]

Ransom Advisory Ltd decreased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 29.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 474 shares of the apparel and home fashions retailer’s stock after selling 200 shares during the […]

Arlington Trust Co LLC lowered its stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 61.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,236 shares of the cable giant’s stock after selling 3,632 shares during the quarter. Arlington Trust Co LLC’s holdings in […]

Atlas Brown Inc. cut its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.5% during the second quarter, HoldingsChannel.com reports. The fund owned 4,447 shares of the company’s stock after selling 359 shares during the period. Atlas Brown Inc.’s holdings in Vanguard Mid-Cap Value ETF were worth $731,000 at the […]

Next Level Private LLC boosted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,954 shares of the company’s stock after acquiring an additional 81 shares during the period. Next […]

Northstar Advisory Group LLC lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 29.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,668 shares of the financial services provider’s stock after selling 1,133 shares during the […]

RMR Wealth Builders boosted its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 17.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,389 shares of the aerospace company’s stock after acquiring an additional 646 shares during the period. RMR Wealth Builders’ […]