Wealthfront Advisers LLC raised its holdings in Masco Corporation (NYSE:MAS – Free Report) by 18.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 99,606 shares of the construction company’s stock after acquiring an additional 15,201 shares during the quarter. Wealthfront Advisers LLC’s holdings in […]

Resonant Capital Advisors LLC raised its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 29.7% during the second quarter, Holdings Channel.com reports. The institutional investor owned 4,998 shares of the footwear maker’s stock after buying an additional 1,144 shares during the period. Resonant Capital Advisors LLC’s holdings in NIKE were worth $357,000 […]

Wealth Watch Advisors INC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 3.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,837 shares of the industrial products company’s stock after acquiring an additional 145 shares during the period. Caterpillar […]

Howard Capital Management Inc. grew its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 12,458 shares of the software company’s stock after purchasing an additional 120 shares during the period. Howard Capital Management Inc.’s holdings in Adobe were worth $4,820,000 at the end […]

Oppenheimer Asset Management Inc. reduced its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 52.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 86,815 shares of the footwear maker’s stock after selling 95,810 shares during the period. […]

Convergence Investment Partners LLC trimmed its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.1% in the second quarter, HoldingsChannel.com reports. The firm owned 2,070 shares of the company’s stock after selling 134 shares during the quarter. Convergence Investment Partners LLC’s holdings in PepsiCo were worth $273,000 at the end of the most recent […]

Wealthfront Advisers LLC boosted its holdings in Extra Space Storage Inc (NYSE:EXR – Free Report) by 5.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 49,683 shares of the real estate investment trust’s stock after purchasing an additional 2,355 shares during the […]

Reliant Investment Partners LLC increased its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 3.8% in the second quarter, Holdings Channel reports. The firm owned 2,586 shares of the company’s stock after acquiring an additional 94 shares during the period. Reliant Investment Partners LLC’s holdings in GE Aerospace were worth $666,000 as […]

Wealthfront Advisers LLC cut its holdings in Carrier Global Corporation (NYSE:CARR – Free Report) by 4.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,607 shares of the company’s stock after selling 4,652 shares during the quarter. […]

Purkiss Capital Advisors LLC bought a new stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,398 shares of the cable giant’s stock, valued at approximately $335,000. Several other institutional investors and […]

Wealthfront Advisers LLC raised its holdings in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 12.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 51,131 shares of the company’s stock after acquiring an additional 5,792 shares during the quarter. Wealthfront Advisers LLC’s holdings in […]

Logan Capital Management Inc. trimmed its position in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 9.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,932 shares of the business services provider’s stock after selling 194 shares during the […]

Rossby Financial LCC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,441 shares of the industrial products company’s stock after acquiring an additional 44 shares during the period. Rossby […]

Brookwood Investment Group LLC decreased its stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 38.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,808 shares of the company’s stock after selling 6,091 shares during the period. Brookwood Investment Group LLC’s holdings […]

New York Life Investment Management LLC increased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 64,136 shares of the industrial products company’s stock after acquiring an additional 55 shares during the quarter. New […]

Advisory Alpha LLC increased its stake in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 11.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 241,410 shares of the company’s stock after purchasing an additional 24,928 shares during the quarter. Advisory […]

Tevis Investment Management trimmed its position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 4.6% in the 2nd quarter, Holdings Channel.com reports. The firm owned 21,599 shares of the auto manufacturer’s stock after selling 1,032 shares during the quarter. Tevis Investment Management’s holdings in General Motors were worth $1,063,000 as of […]

Brookwood Investment Group LLC lessened its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 9.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,495 shares of the company’s stock after selling 1,365 shares during the […]

Bessemer Group Inc. boosted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 1.3% during the second quarter, HoldingsChannel reports. The fund owned 243,762 shares of the industrial products company’s stock after purchasing an additional 3,037 shares during the quarter. Bessemer Group Inc.’s holdings in Deere & Company were worth $123,950,000 […]

Banco Santander S.A. grew its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 0.2% during the 2nd quarter, Holdings Channel reports. The firm owned 2,752 shares of the company’s stock after purchasing an additional 6 shares during the quarter. Banco Santander S.A.’s holdings in MercadoLibre were worth $7,193,000 at the end of the most […]

GWN Securities Inc. grew its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 48.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 89,304 shares of the company’s stock after buying an additional 29,257 shares during the quarter. Mondelez International […]

Boyd Watterson Asset Management LLC OH reduced its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 8.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,162 shares of the company’s stock after selling 2,147 shares during […]

Howard Capital Management Inc. raised its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,791 shares of the credit services provider’s stock after buying an additional 92 shares during the quarter. […]

GPM Growth Investors Inc. boosted its holdings in shares of Carrier Global Corporation (NYSE:CARR – Free Report) by 3.0% in the 2nd quarter, Holdings Channel reports. The firm owned 111,680 shares of the company’s stock after buying an additional 3,305 shares during the period. Carrier Global accounts for about 3.2% of GPM Growth Investors Inc.’s […]

Resonant Capital Advisors LLC grew its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 22.8% in the second quarter, Holdings Channel reports. The institutional investor owned 1,028 shares of the company’s stock after acquiring an additional 191 shares during the period. Resonant Capital Advisors LLC’s holdings in HCA Healthcare were worth […]

Brookwood Investment Group LLC lessened its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 35.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,687 shares of the insurance provider’s stock after selling 1,457 shares during the period. Brookwood […]

IQ EQ FUND MANAGEMENT IRELAND Ltd grew its holdings in American Express Company (NYSE:AXP – Free Report) by 5.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,628 shares of the payment services company’s stock after purchasing an additional 1,997 shares […]

Convergence Investment Partners LLC reduced its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 6.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 930 shares of the credit services provider’s stock after selling 65 shares during the quarter. Convergence […]

Boyd Watterson Asset Management LLC OH increased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,733 shares of the company’s stock after purchasing an additional 1,088 shares during the period. […]

IQ EQ FUND MANAGEMENT IRELAND Ltd lifted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 29.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 167,050 shares of the company’s stock after acquiring an additional 38,184 shares during the quarter. Mondelez International […]

Boyd Watterson Asset Management LLC OH lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,289.2% during the 2nd quarter, Holdings Channel reports. The firm owned 23,880 shares of the specialty retailer’s stock after buying an additional 22,161 shares during the period. Boyd Watterson Asset Management LLC OH’s holdings in […]

Liberty Wealth Management LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 14.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 738 shares of the healthcare conglomerate’s stock after selling 127 shares during the period. Liberty Wealth Management LLC’s holdings in UnitedHealth Group were worth $230,000 at the end […]

State of New Jersey Common Pension Fund D raised its holdings in Ralph Lauren Corporation (NYSE:RL – Free Report) by 2.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,066 shares of the textile maker’s stock after purchasing an additional 358 […]

New York Life Investment Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,342 shares of the retailer’s stock after purchasing an additional 972 […]

Boyd Watterson Asset Management LLC OH reduced its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 18.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284 shares of the fast-food giant’s stock after selling 66 shares during the quarter. Boyd Watterson […]

New York Life Investment Management LLC boosted its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.9% in the second quarter, Holdings Channel.com reports. The fund owned 240,455 shares of the healthcare product maker’s stock after buying an additional 4,494 shares during the quarter. New York Life Investment Management LLC’s holdings in […]

New York Life Investment Management LLC lifted its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 0.6% during the 2nd quarter, HoldingsChannel reports. The firm owned 81,253 shares of the railroad operator’s stock after acquiring an additional 448 shares during the period. New York Life Investment Management LLC’s holdings in Union […]

OVERSEA CHINESE BANKING Corp Ltd lessened its stake in Deere & Company (NYSE:DE – Free Report) by 15.5% during the second quarter, HoldingsChannel reports. The firm owned 7,000 shares of the industrial products company’s stock after selling 1,280 shares during the period. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Deere & Company were worth $3,559,000 […]

Wealthfront Advisers LLC increased its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 58.8% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,235 shares of the transportation company’s stock after acquiring an additional 16,007 shares during the quarter. […]

New York Life Investment Management LLC boosted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.2% in the second quarter, Holdings Channel.com reports. The firm owned 345,823 shares of the company’s stock after acquiring an additional 4,031 shares during the quarter. New York Life Investment Management LLC’s holdings in Merck & […]

Asset Management One Co. Ltd. increased its holdings in shares of Cincinnati Financial Corporation (NASDAQ:CINF – Free Report) by 0.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 65,580 shares of the insurance provider’s stock after purchasing an additional 224 shares during the period. Asset Management One Co. Ltd.’s holdings in Cincinnati Financial were […]

New York Life Investment Management LLC grew its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 1.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,760 shares of the insurance provider’s stock after buying an additional 1,192 […]

Integral Investment Advisors Inc. reduced its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,182 shares of the company’s stock after selling 869 shares during the period. Integral […]

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 16.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,546 shares of the industrial products company’s stock after acquiring an additional 16,700 shares […]

Advisory Alpha LLC grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,195 shares of the company’s stock after purchasing an additional 224 shares […]

Brookwood Investment Group LLC lifted its stake in NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) by 47.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,974 shares of the company’s stock after acquiring an additional 3,517 shares during the […]

Bessemer Group Inc. lifted its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 17.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 835,740 shares of the company’s stock after buying an additional 124,176 shares during the quarter. Bessemer Group Inc.’s […]

Rossby Financial LCC raised its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 8.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 7,864 shares of the company’s stock after buying an additional 581 shares during the quarter. Rossby Financial LCC’s holdings in Procter & Gamble were worth $1,253,000 as […]

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 18.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 257,102 shares of the semiconductor manufacturer’s stock after buying an additional […]

Howard Capital Management Inc. increased its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 26.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,936 shares of the company’s stock after purchasing an additional 3,754 shares during the […]