Optas LLC decreased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 44.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 16,058 shares of the retailer’s stock after selling 12,667 shares during the quarter. Optas LLC’s holdings in Walmart were worth $1,570,000 as of its most recent SEC filing. A number of […]

US Bancorp DE reduced its position in GE Aerospace (NYSE:GE – Free Report) by 1.7% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 298,406 shares of the company’s stock after selling 5,266 shares during the period. US Bancorp DE’s holdings in GE Aerospace were worth $76,808,000 […]

Optas LLC acquired a new stake in shares of CVS Health Corporation (NYSE:CVS – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,284 shares of the pharmacy operator’s stock, valued at approximately $433,000. Other hedge funds […]

Tectonic Advisors LLC lowered its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 3.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,996 shares of the information technology services provider’s stock after selling 82 shares during the quarter. Tectonic Advisors […]

Leo Wealth LLC lifted its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 11.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 5,115 shares of the asset manager’s stock after purchasing an additional 539 shares during the period. Leo Wealth LLC’s […]

IFP Advisors Inc lifted its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 76.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,510 shares of the CRM provider’s stock after purchasing an additional 8,483 shares during the period. IFP Advisors Inc’s […]

Kampmann Melissa S. lowered its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.2% in the second quarter, Holdings Channel reports. The firm owned 7,005 shares of the home improvement retailer’s stock after selling 85 shares during the period. Home Depot accounts for about 1.9% of Kampmann Melissa S.’s investment […]

Callan Family Office LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 110.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 30,956 shares of the medical research company’s stock after purchasing an additional 16,247 shares during the period. […]

Optas LLC cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 33.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,751 shares of the oil and gas company’s stock after selling 884 shares during the period. Optas LLC’s holdings in […]

IFP Advisors Inc reduced its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.0% in the second quarter, HoldingsChannel.com reports. The firm owned 4,797 shares of the information technology services provider’s stock after selling 96 shares during the period. IFP Advisors Inc’s holdings in ServiceNow were worth $4,932,000 at the end of […]

Etesian Wealth Advisors Inc. trimmed its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 48.6% in the second quarter, HoldingsChannel.com reports. The firm owned 603 shares of the software company’s stock after selling 571 shares during the quarter. Etesian Wealth Advisors Inc.’s holdings in Adobe were worth $233,000 as of its most recent SEC […]

GFG Capital LLC acquired a new position in The Home Depot, Inc. (NYSE:HD – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor acquired 110 shares of the home improvement retailer’s stock, valued at approximately $40,000. A number of other hedge funds and other institutional investors have also recently modified their holdings of […]

Court Place Advisors LLC lowered its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,646 shares of the company’s stock after selling 377 shares during the quarter. Court Place Advisors LLC’s […]

Etesian Wealth Advisors Inc. decreased its stake in shares of BlackRock (NYSE:BLK – Free Report) by 6.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 540 shares of the asset manager’s stock after selling 39 shares during the period. Etesian Wealth Advisors Inc.’s holdings […]

Lee Financial Co reduced its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 77,869 shares of the exchange traded fund’s stock after selling 116 shares during the quarter. SPDR Gold Shares accounts […]

Callan Family Office LLC lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 132.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,382 shares of the home improvement retailer’s stock after acquiring an […]

Cyndeo Wealth Partners LLC grew its position in Morgan Stanley (NYSE:MS – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 96,049 shares of the financial services provider’s stock after acquiring an additional 171 shares during […]

Cyndeo Wealth Partners LLC lessened its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 12.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,208 shares of the CRM provider’s stock after selling 2,067 shares during the quarter. Cyndeo […]

Court Place Advisors LLC cut its holdings in Accenture PLC (NYSE:ACN – Free Report) by 5.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,057 shares of the information technology services provider’s stock after selling 249 shares during the quarter. Court Place […]

Callan Family Office LLC lifted its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 82.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,898 shares of the oil and gas company’s stock after purchasing an additional 29,234 shares […]

Horizon Bancorp Inc. IN purchased a new stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 950 shares of the medical research company’s stock, valued at approximately $265,000. A number of other large […]

IFP Advisors Inc increased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 100.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,437 shares of the company’s stock after purchasing an additional 58,278 shares during the period. […]

NBT Bank N A NY lifted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 11.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 825 shares of the company’s stock after purchasing an additional 85 shares during the period. NBT Bank […]

Cardano Risk Management B.V. boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 524,041 shares of the company’s stock after purchasing an additional 30,204 shares during the […]

Commerzbank Aktiengesellschaft FI increased its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 51.6% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 29,529 shares of the oil and gas company’s stock after purchasing an additional 10,050 shares during the period. Commerzbank Aktiengesellschaft FI’s […]

Horizon Bancorp Inc. IN acquired a new stake in Stryker Corporation (NYSE:SYK – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 900 shares of the medical technology company’s stock, valued at approximately $356,000. Several other institutional investors have also modified their holdings of SYK. Brighton Jones LLC lifted its stake […]

Valmark Advisers Inc. raised its holdings in The Kroger Co. (NYSE:KR – Free Report) by 83.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,804 shares of the company’s stock after buying an additional 3,544 shares during the period. Valmark Advisers Inc.’s holdings […]

Horizon Bancorp Inc. IN grew its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 105.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 243 shares of the company’s stock after acquiring an additional 125 shares during the quarter. Horizon Bancorp […]

M. Kraus & Co cut its holdings in Accenture PLC (NYSE:ACN – Free Report) by 1.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,146 shares of the information technology services provider’s stock after selling 324 shares during the quarter. Accenture comprises […]

Wealthstar Advisors LLC lessened its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 15.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,929 shares of the oil and gas company’s stock after selling 552 shares during the period. […]

Leo Wealth LLC boosted its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 8.4% in the second quarter, according to its most recent filing with the SEC. The firm owned 4,857 shares of the company’s stock after acquiring an additional 375 shares during the period. Leo Wealth LLC’s holdings in GE Aerospace […]

Callan Family Office LLC lifted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 93.8% in the second quarter, HoldingsChannel.com reports. The firm owned 43,906 shares of the enterprise software provider’s stock after purchasing an additional 21,247 shares during the quarter. Callan Family Office LLC’s holdings in Oracle were worth $9,599,000 at the end […]

Freedom Day Solutions LLC reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 8.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 436 shares of the credit services provider’s stock after selling 42 shares during the quarter. Freedom […]

Etesian Wealth Advisors Inc. lessened its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 41.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,836 shares of the footwear maker’s stock after selling 2,674 shares during the period. […]

WMG Financial Advisors LLC grew its holdings in CrowdStrike (NASDAQ:CRWD – Free Report) by 18.9% in the second quarter, Holdings Channel reports. The institutional investor owned 829 shares of the company’s stock after acquiring an additional 132 shares during the quarter. WMG Financial Advisors LLC’s holdings in CrowdStrike were worth $422,000 at the end of […]

Stonebridge Financial Group LLC increased its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,623 shares of the financial services provider’s stock after acquiring an additional 170 […]

IFP Advisors Inc increased its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 20,593 shares of the retailer’s stock after acquiring an additional 974 shares during the quarter. IFP Advisors Inc’s holdings in […]

TFR Capital LLC. increased its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,977 shares of the retailer’s stock after purchasing an additional 163 shares during the period. Costco Wholesale makes up about 2.1% […]

Weaver Capital Management LLC increased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,168 shares of the home improvement retailer’s stock after acquiring an additional 191 shares during the quarter. […]

US Bancorp DE reduced its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.7% during the second quarter, Holdings Channel.com reports. The institutional investor owned 1,857,688 shares of the cell phone carrier’s stock after selling 71,785 shares during the quarter. US Bancorp DE’s holdings in Verizon Communications were worth $80,382,000 at the end […]

Tectonic Advisors LLC trimmed its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 11.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,985 shares of the pharmacy operator’s stock after selling 1,693 shares during the quarter. Tectonic Advisors LLC’s […]

WMG Financial Advisors LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 11.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,990 shares of the enterprise software provider’s stock after acquiring an additional 314 […]

Ulland Investment Advisors LLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 19.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 415 shares of the industrial products company’s stock after selling 100 shares during the quarter. Ulland Investment Advisors […]

Valmark Advisers Inc. raised its stake in American Express Company (NYSE:AXP) by 8.5% during the second quarter, HoldingsChannel reports. The institutional investor owned 1,598 shares of the payment services company’s stock after purchasing an additional 125 shares during the quarter. Valmark Advisers Inc.’s holdings in American Express were worth $510,000 at the end of the […]

Stiles Financial Services Inc decreased its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 1.0% during the second quarter, according to its most recent filing with the SEC. The firm owned 22,643 shares of the company’s stock after selling 229 shares during the period. RTX comprises about 1.1% of Stiles Financial Services […]

Mengis Capital Management Inc. trimmed its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,742 shares of the company’s stock after selling 4,461 shares during the quarter. PepsiCo comprises 1.0% of Mengis Capital Management […]

Commerzbank Aktiengesellschaft FI increased its position in shares of Chubb Limited (NYSE:CB – Free Report) by 7.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,527 shares of the financial services provider’s stock after acquiring an additional 839 shares […]

Wealthstar Advisors LLC lessened its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 34.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,867 shares of the healthcare product maker’s stock after selling 3,564 shares during the period. Wealthstar Advisors LLC’s holdings in […]

Stiles Financial Services Inc lessened its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,065 shares of the software maker’s stock after selling 118 shares during the quarter. Stiles Financial Services […]

IFP Advisors Inc decreased its holdings in RTX Corporation (NYSE:RTX – Free Report) by 25.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,278 shares of the company’s stock after selling 12,951 shares during the quarter. IFP Advisors Inc’s holdings in RTX […]