Spinnaker Trust reduced its holdings in shares of American Express Company (NYSE:AXP) by 3.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,079 shares of the payment services company’s stock after selling 190 shares during the quarter. Spinnaker Trust’s holdings in […]

HBK Sorce Advisory LLC boosted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 41,034 shares of the utilities provider’s stock after purchasing an additional 479 shares during the quarter. HBK Sorce […]

HBK Sorce Advisory LLC lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 17.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,517 shares of the entertainment giant’s stock after selling 6,559 shares during the quarter. HBK […]

HBK Sorce Advisory LLC raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 2.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 67,902 shares of the retailer’s stock after purchasing an additional 1,696 shares during the period. HBK Sorce Advisory […]

HBK Sorce Advisory LLC raised its position in Mastercard Incorporated (NYSE:MA – Free Report) by 6.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,015 shares of the credit services provider’s stock after buying an additional 406 shares during the period. HBK Sorce Advisory […]

HBK Sorce Advisory LLC lifted its position in shares of American Express Company (NYSE:AXP – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,376 shares of the payment services company’s stock after buying an additional […]

HBK Sorce Advisory LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 304.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,926 shares of the company’s stock after acquiring an additional 20,269 shares during the period. HBK […]

Daymark Wealth Partners LLC lifted its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 6.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,015 shares of the utilities provider’s stock after purchasing an additional 2,767 shares during the period. Daymark Wealth Partners LLC’s […]

Amalgamated Bank reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 175,262 shares of the healthcare conglomerate’s stock after selling 11,480 shares during the quarter. Amalgamated Bank’s holdings in UnitedHealth Group […]

HBK Sorce Advisory LLC trimmed its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 8.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,010 shares of the medical research company’s stock after selling 863 shares during the period. HBK […]

Brookwood Investment Group LLC decreased its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 62.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,027 shares of the utilities provider’s stock after selling 5,075 shares during the period. Brookwood […]

Prairie Wealth Advisors Inc. decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,478 shares of the healthcare conglomerate’s stock after selling 70 shares during the period. Prairie […]

Daymark Wealth Partners LLC trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,959 shares of the healthcare conglomerate’s stock after selling 642 shares during the period. […]

HBK Sorce Advisory LLC reduced its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 0.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 67,817 shares of the company’s stock after selling 416 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Procter & Gamble were worth $10,805,000 […]