Pines Wealth Management LLC raised its stake in Visa Inc. (NYSE:V – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,906 shares of the credit-card processor’s stock after purchasing an additional 179 shares during the quarter. Visa […]

Wedmont Private Capital grew its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 8.4% during the second quarter, Holdings Channel reports. The firm owned 2,664 shares of the asset manager’s stock after purchasing an additional 206 shares during the period. Wedmont Private Capital’s holdings in BlackRock were worth $2,901,000 as of its most […]

Pines Wealth Management LLC lifted its position in shares of Cigna Group (NYSE:CI – Free Report) by 27.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,200 shares of the health services provider’s stock after acquiring an additional 255 shares during […]

Tompkins Financial Corp lowered its position in Altria Group, Inc. (NYSE:MO – Free Report) by 4.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 11,627 shares of the company’s stock after selling 574 shares during the quarter. Tompkins Financial Corp’s holdings in Altria Group were worth $682,000 as of its most recent filing […]

Pallas Capital Advisors LLC lifted its stake in Nutanix (NASDAQ:NTNX – Free Report) by 20.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,551 shares of the technology company’s stock after buying an additional 5,417 shares during the period. Pallas Capital Advisors […]

Mn Services Vermogensbeheer B.V. trimmed its stake in shares of Cigna Group (NYSE:CI – Free Report) by 6.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 101,300 shares of the health services provider’s stock after selling 6,500 shares during the […]

Baron Wealth Management LLC bought a new stake in Citigroup Inc. (NYSE:C – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,287 shares of the company’s stock, valued at approximately $280,000. Other hedge funds and other institutional investors have […]

Stokes Capital Advisors LLC trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,629 shares of the semiconductor manufacturer’s stock after selling 5,071 shares during the quarter. […]

Fjell Capital LLC decreased its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.0% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,836 shares of the home improvement retailer’s stock after selling 28 shares during the quarter. Fjell […]

Gateway Investment Advisers LLC increased its holdings in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 98.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 31,123 shares of the technology company’s stock after purchasing an additional 15,451 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Twilio were worth $3,870,000 as […]

Tompkins Financial Corp trimmed its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 9.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 3,970 shares of the utilities provider’s stock after selling 400 shares during the period. Tompkins Financial Corp’s holdings in Dominion Energy were worth $224,000 as of its most […]

Sunflower Bank N.A. boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.5% in the second quarter, Holdings Channel reports. The fund owned 2,007 shares of the home improvement retailer’s stock after buying an additional 29 shares during the quarter. Sunflower Bank N.A.’s holdings in Home Depot were worth $736,000 as […]

Arbor Wealth Advisors LLC acquired a new position in The Boeing Company (NYSE:BA – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,239 shares of the aircraft producer’s stock, valued at approximately $1,098,000. Boeing makes up approximately 0.9% of Arbor […]

Radnor Capital Management LLC boosted its position in Dutch Bros Inc. (NYSE:BROS – Free Report) by 21.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,425 shares of the company’s stock after purchasing an additional 1,115 shares during the period. Radnor […]

HWG Holdings LP grew its position in Natera, Inc. (NASDAQ:NTRA – Free Report) by 3.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 42,286 shares of the medical research company’s stock after buying an additional 1,379 shares during the period. Natera accounts for approximately 2.1% of HWG […]

Bruce G. Allen Investments LLC lessened its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 50.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 150 shares of the business services provider’s stock after selling 152 shares during the quarter. Bruce G. Allen Investments […]

Aaron Wealth Advisors LLC increased its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 5.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 6,005 shares of the company’s stock after acquiring an additional 327 shares during the period. Aaron Wealth Advisors LLC’s holdings in […]

HWG Holdings LP reduced its position in shares of Kodiak Gas Services, Inc. (NYSE:KGS – Free Report) by 75.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 36,043 shares of the company’s stock after selling 112,079 shares during the quarter. HWG Holdings LP’s holdings […]

Dynamic Advisor Solutions LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 57,261 shares of the company’s stock after acquiring an additional 2,104 shares during the […]

Pines Wealth Management LLC acquired a new stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,260 shares of the energy exploration company’s stock, valued at approximately $278,000. Several other institutional investors […]

Dynamic Advisor Solutions LLC lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 111,429 shares of the network equipment provider’s stock after selling 6,460 shares during the period. Dynamic […]

Pines Wealth Management LLC lifted its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 7.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,076 shares of the company’s stock after acquiring an additional 2,370 shares during the quarter. Pines […]

Pallas Capital Advisors LLC bought a new stake in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 16,808 shares of the medical research company’s stock, valued at approximately $1,984,000. Several other institutional […]

Gateway Investment Advisers LLC trimmed its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 263,602 shares of the home improvement retailer’s stock after selling 9,208 shares during the period. Home […]

Dynamic Advisor Solutions LLC boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 4.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,611 shares of the home improvement retailer’s stock after purchasing an additional 1,848 shares […]

Pines Wealth Management LLC acquired a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,169 shares of the ride-sharing company’s stock, valued at approximately $203,000. Other hedge funds also recently added […]

Gateway Investment Advisers LLC lowered its stake in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 6.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 36,956 shares of the technology company’s stock after selling 2,406 shares during the period. Gateway Investment Advisers LLC’s holdings in Veeva Systems were worth $10,643,000 […]

Bruce G. Allen Investments LLC reduced its position in Pfizer Inc. (NYSE:PFE – Free Report) by 21.9% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,666 shares of the biopharmaceutical company’s stock after selling 467 shares during the period. Bruce G. Allen Investments LLC’s holdings in Pfizer […]

Gateway Investment Advisers LLC cut its stake in Celsius Holdings Inc. (NASDAQ:CELH – Free Report) by 27.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,294 shares of the company’s stock after selling 32,420 shares during the quarter. Gateway Investment […]

Bruce G. Allen Investments LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 790 shares of the healthcare conglomerate’s stock after selling 166 shares […]

Ayrshire Capital Management LLC reduced its position in Ecolab Inc. (NYSE:ECL – Free Report) by 10.7% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 23,041 shares of the basic materials company’s stock after selling 2,763 shares during the period. Ecolab accounts for approximately 3.0% of Ayrshire Capital […]

Radnor Capital Management LLC increased its stake in First Horizon Corporation (NYSE:FHN – Free Report) by 4.3% in the 2nd quarter, Holdings Channel reports. The firm owned 30,925 shares of the financial services provider’s stock after purchasing an additional 1,275 shares during the period. Radnor Capital Management LLC’s holdings in First Horizon were worth $656,000 […]

Signal Advisors Wealth LLC lifted its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 36.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 102,558 shares of the company’s stock after purchasing an additional 27,666 shares […]

Thrive Wealth Management LLC grew its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 9.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,786 shares of the company’s stock after purchasing an additional 398 shares […]

Ayrshire Capital Management LLC raised its holdings in American International Group, Inc. (NYSE:AIG – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 93,093 shares of the insurance provider’s stock after purchasing an additional 769 shares during the quarter. […]

Taylor Hoffman Capital Management LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 11.3% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 1,286 shares of the semiconductor company’s stock after purchasing an additional 131 shares during the period. Taylor Hoffman […]

Wedmont Private Capital increased its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 21.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,284 shares of the pharmaceutical company’s stock after purchasing an additional 929 shares during the quarter. […]

Andrew Hill Investment Advisors Inc. acquired a new position in shares of Uranium Energy Corp. (NYSEAMERICAN:UEC – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 10,000 shares of the basic materials company’s stock, valued at approximately $68,000. Several other […]

Shira Ridge Wealth Management lessened its stake in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 8.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 91,542 shares of the company’s stock after selling 8,909 shares […]

Family Legacy Financial Solutions LLC purchased a new position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 11,792 shares of the semiconductor manufacturer’s stock, valued at approximately $904,000. Skyworks Solutions makes up about […]

Gateway Investment Advisers LLC trimmed its stake in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 7.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 213,577 shares of the company’s stock after selling 16,191 shares during the period. Gateway Investment Advisers LLC’s holdings in British American Tobacco were worth $10,109,000 at the […]

Dynamic Advisor Solutions LLC lessened its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 52.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 17,225 shares of the semiconductor company’s stock after selling 18,971 shares during the period. Dynamic Advisor Solutions LLC’s holdings in […]

Family Legacy Financial Solutions LLC bought a new stake in Devon Energy Corporation (NYSE:DVN – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 5,083 shares of the energy company’s stock, valued at approximately $162,000. A number of other hedge funds also recently […]

Chesley Taft & Associates LLC lifted its stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 19.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,045 shares of the company’s stock after purchasing an additional 2,423 shares during […]

Shira Ridge Wealth Management grew its holdings in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) by 11.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,767 shares of the exchange traded fund’s stock after purchasing an additional 10,086 shares during […]

Mirador Capital Partners LP acquired a new stake in shares of Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,000 shares of the company’s stock, valued at approximately $217,000. A number of other institutional investors […]

Chesley Taft & Associates LLC trimmed its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 65.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,357 shares of the aerospace company’s stock after selling 2,564 shares during the […]

Community Trust & Investment Co. lifted its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 1.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,634 shares of the oil and gas company’s stock after purchasing an […]

Community Trust & Investment Co. increased its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 3.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 104,500 shares of the company’s stock after acquiring an additional 3,380 shares during the period. Community Trust & Investment […]

Andrew Hill Investment Advisors Inc. purchased a new position in shares of YETI Holdings, Inc. (NYSE:YETI – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 65,669 shares of the company’s stock, valued at approximately $2,070,000. YETI accounts for approximately 1.7% of […]