Jentner Corp lowered its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,390 shares of the iPhone maker’s stock after selling 66 shares during the quarter. Apple accounts for 0.3% of Jentner Corp’s […]

Apollon Financial LLC cut its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,267 shares of the company’s stock after selling 54 shares during the quarter. Apollon Financial LLC’s holdings in AbbVie were worth $235,000 at the end of the […]

Aberdeen Group plc grew its stake in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) by 3.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 467,135 shares of the industrial products company’s stock after purchasing an additional 14,425 shares during the quarter. Aberdeen […]

Aberdeen Group plc grew its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 6.6% during the second quarter, HoldingsChannel.com reports. The firm owned 259,155 shares of the company’s stock after purchasing an additional 16,148 shares during the period. Aberdeen Group plc’s holdings in Kimberly-Clark were worth $33,410,000 as of its most recent SEC filing. […]

Griffin Asset Management Inc. cut its stake in BCE, Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 3.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,100 shares of the utilities provider’s stock after selling 766 shares during the period. Griffin […]

Advocate Group LLC grew its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,190 shares of the home improvement retailer’s stock after acquiring an additional 399 shares during the period. […]

Eastern Bank cut its stake in Masco Corporation (NYSE:MAS – Free Report) by 38.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,764 shares of the construction company’s stock after selling 1,087 shares during the quarter. Eastern Bank’s holdings in Masco were worth $114,000 […]

LRI Investments LLC increased its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 162.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,546 shares of the company’s stock after buying an additional 957 shares during the […]

US Asset Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,628 shares of the iPhone maker’s stock after selling 59 shares during the period. Apple accounts […]

GFS Advisors LLC trimmed its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,173 shares of the company’s stock after selling 699 shares during the […]

1858 Wealth Management LLC decreased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,662 shares of the Internet television network’s stock after selling 90 shares during the […]

Valicenti Advisory Services Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 111,025 shares of the iPhone maker’s stock after selling 946 shares […]

waypoint wealth counsel purchased a new stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 685 shares of the software company’s stock, valued at approximately $212,000. Other institutional investors and hedge funds also recently bought and sold shares of the company. Cheviot Value Management LLC […]

Apollon Wealth Management LLC increased its holdings in ConocoPhillips (NYSE:COP – Free Report) by 6.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 29,319 shares of the energy producer’s stock after buying an additional 1,874 shares during the period. Apollon Wealth Management LLC’s holdings in ConocoPhillips […]

Clarendon Private LLC reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.4% during the second quarter, Holdings Channel.com reports. The institutional investor owned 4,453 shares of the company’s stock after selling 64 shares during the period. Vanguard Growth ETF comprises 1.9% of Clarendon Private LLC’s investment portfolio, making the stock its […]

Apollon Wealth Management LLC grew its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,226 shares of the medical research company’s stock after purchasing an additional 186 shares during the quarter. […]

Apollon Financial LLC bought a new stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 2,816 shares of the business services provider’s stock, valued at approximately $410,000. Other hedge funds and other institutional investors also […]

Cascade Investment Advisors Inc. grew its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 1.0% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 68,100 shares of the financial services provider’s stock after acquiring an additional 700 shares during the quarter. U.S. Bancorp comprises […]

Eastern Bank lessened its stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 61.9% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 2,131 shares of the medical instruments supplier’s stock after selling 3,464 shares during the quarter. Eastern Bank’s holdings in Becton, Dickinson and Company were worth $367,000 at the end […]

Gibson Capital LLC lessened its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 32.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,806 shares of the company’s stock after selling 848 shares during the quarter. Gibson Capital LLC’s […]

Montrusco Bolton Investments Inc. lessened its holdings in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) by 20.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 193,890 shares of the bank’s stock after selling 48,423 shares during the quarter. Montrusco Bolton Investments Inc.’s holdings in […]

Welch Group LLC raised its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.6% during the second quarter, according to its most recent filing with the SEC. The firm owned 375,898 shares of the wireless technology company’s stock after purchasing an additional 13,099 shares during the period. QUALCOMM accounts for approximately 2.5% of Welch […]

Cypress Capital Group boosted its position in Bank of America Corporation (NYSE:BAC – Free Report) by 18.8% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 22,604 shares of the financial services provider’s stock after acquiring an additional 3,583 shares during the period. Cypress Capital Group’s holdings in […]

Cerro Pacific Wealth Advisors LLC trimmed its position in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 6.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,809 shares of the financial services provider’s stock after selling 716 shares during the […]

Sharp Financial Services LLC reduced its stake in GE Aerospace (NYSE:GE – Free Report) by 7.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,305 shares of the company’s stock after selling 108 shares during the quarter. Sharp Financial Services LLC’s […]

Aberdeen Group plc raised its stake in Atmos Energy Corporation (NYSE:ATO – Free Report) by 5.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 186,479 shares of the utilities provider’s stock after buying an additional 10,317 shares during the quarter. Aberdeen […]

Johnson Investment Counsel Inc. decreased its holdings in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 0.4% in the second quarter, HoldingsChannel.com reports. The firm owned 143,146 shares of the financial services provider’s stock after selling 547 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Fifth Third Bancorp were worth $5,888,000 at the […]

CCG Wealth Management LLC bought a new stake in shares of Bank of America Corporation (NYSE:BAC) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 6,055 shares of the financial services provider’s stock, valued at approximately $287,000. Several other hedge funds and other institutional […]

RoundAngle Advisors LLC boosted its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 2.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 29,482 shares of the company’s stock after acquiring an additional 831 shares during the quarter. RoundAngle Advisors LLC’s holdings in Altria Group were worth $1,729,000 as of its most recent […]

M3 Advisory Group LLC increased its stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 4.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,228 shares of the technology company’s stock after purchasing an additional 180 shares during the period. M3 […]

Gordian Advisors LLC cut its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,893 shares of the company’s stock after selling 1,517 shares during the quarter. Vanguard Total […]

Ackerman Capital Advisors LLC raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 42.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,828 shares of the company’s stock after purchasing an additional 1,136 shares during […]

Retirement Planning Group LLC NY acquired a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 172 shares of the Internet television network’s stock, valued at approximately $230,000. A number of other institutional investors have also added […]

PDS Planning Inc acquired a new stake in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 579 shares of the company’s stock, valued at approximately $237,000. Other hedge funds and other institutional investors have also added to or reduced […]

Fifth Third Wealth Advisors LLC increased its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,875 shares of the company’s stock after purchasing an additional 197 shares during the […]

Asset Planning Inc raised its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,900 shares of the healthcare conglomerate’s stock after acquiring an additional 61 shares during […]

CCG Wealth Management LLC cut its stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 6.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,400 shares of the company’s stock after selling 227 shares during the quarter. CCG Wealth Management LLC’s holdings […]

Gradient Capital Advisors LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,413 shares of the software giant’s stock after acquiring an additional 227 shares during the […]

Investment Advisory Group LLC reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.2% in the second quarter, Holdings Channel reports. The fund owned 609 shares of the credit services provider’s stock after selling 101 shares during the quarter. Investment Advisory Group LLC’s holdings in Mastercard were worth $342,000 as of […]

Concord Asset Management LLC VA increased its position in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 2.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,196 shares of the specialty retailer’s stock after purchasing an additional 317 shares during the […]

PDS Planning Inc lifted its position in Carrier Global Corporation (NYSE:CARR – Free Report) by 16.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,353 shares of the company’s stock after buying an additional 623 shares during the period. PDS Planning […]

Cerro Pacific Wealth Advisors LLC purchased a new stake in Zoetis Inc. (NYSE:ZTS – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,567 shares of the company’s stock, valued at approximately $244,000. A number of other institutional investors and hedge […]

Tranquility Partners LLC decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,368 shares of the company’s stock after selling 208 shares during the period. Tranquility […]

Bernard Wealth Management Corp. reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,555 shares of the retailer’s stock after selling 39 shares during the period. Costco Wholesale […]

Yousif Capital Management LLC reduced its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 100,201 shares of the credit services provider’s stock after selling 1,502 shares during the period. Mastercard comprises […]

Paragon Capital Management Ltd lowered its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 70,295 shares of the software giant’s stock after selling 471 shares during the period. Microsoft comprises 6.4% […]

Yousif Capital Management LLC decreased its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 0.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 74,263 shares of the real estate investment trust’s stock after selling 119 shares during the quarter. Yousif Capital Management LLC’s holdings in American Tower were worth $16,414,000 […]

GFS Advisors LLC decreased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 49,950 shares of the company’s stock after selling 1,251 shares during the period. Vanguard Total Stock Market […]

Cerro Pacific Wealth Advisors LLC decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,613 shares of the company’s stock after selling 1,141 shares during the quarter. […]

Parker Financial LLC boosted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.1% during the second quarter, HoldingsChannel.com reports. The fund owned 329,155 shares of the exchange traded fund’s stock after purchasing an additional 9,952 shares during the period. Vanguard FTSE Emerging Markets ETF accounts for 7.0% of Parker Financial […]