LMG Wealth Partners LLC cut its position in Walmart Inc. (NYSE:WMT – Free Report) by 0.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 173,434 shares of the retailer’s stock after selling 1,570 shares during the period. Walmart accounts […]

FLC Capital Advisors trimmed its position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 3.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,378 shares of the pipeline company’s stock after selling 3,650 shares during the period. Enbridge […]

IFP Advisors Inc increased its stake in shares of Polaris Inc. (NYSE:PII – Free Report) by 22.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,339 shares of the company’s stock after purchasing an additional 430 shares during the quarter. IFP […]

Lyell Wealth Management LP trimmed its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,040 shares of the electric vehicle producer’s stock after selling 81 shares during the quarter. Lyell Wealth […]

FLC Capital Advisors grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.9% in the 2nd quarter, Holdings Channel reports. The firm owned 3,974 shares of the company’s stock after acquiring an additional 222 shares during the quarter. FLC Capital Advisors’ holdings in PepsiCo were worth $525,000 as of its most […]

WBH Advisory Inc. reduced its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 0.9% during the second quarter, Holdings Channel.com reports. The fund owned 9,875 shares of the enterprise software provider’s stock after selling 88 shares during the quarter. WBH Advisory Inc.’s holdings in Oracle were worth $2,159,000 at the end of […]

Stephens Inc. AR cut its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,667 shares of the electric vehicle producer’s stock after selling 1,345 shares during the period. Stephens […]

Stephens Inc. AR trimmed its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,659 shares of the Internet television network’s stock after selling 717 shares during the quarter. Stephens Inc. […]

RFG Advisory LLC lessened its position in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 28.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 10,419 shares of the pipeline company’s stock after selling 4,128 shares during the period. RFG Advisory LLC’s holdings in Kinder Morgan were worth […]

Drive Wealth Management LLC cut its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 5.0% 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 5,090 shares of the CRM provider’s stock after selling 270 shares during the […]

LMG Wealth Partners LLC boosted its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,364 shares of the CRM provider’s stock after buying an additional 248 shares during the quarter. LMG Wealth […]

Empirical Asset Management LLC grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 10.2% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 4,580 shares of the credit-card processor’s stock after purchasing an additional 423 shares during the quarter. Empirical Asset Management LLC’s holdings in Visa were worth $1,626,000 as of […]

FLC Capital Advisors decreased its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 13.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,935 shares of the software company’s stock after selling 313 shares during the quarter. FLC Capital Advisors’ holdings in […]

Financial Advisors LLC lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,874 shares of the company’s stock after selling 99 shares during the period. […]

Alaska Wealth Advisors raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,877 shares of the company’s stock after purchasing an additional 99 shares during the quarter. Alaska Wealth Advisors’ holdings […]

Stratos Wealth Advisors LLC lessened its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 10.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 5,767 shares of the real estate investment trust’s stock after selling 654 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in Prologis were worth $606,000 as […]

Private Trust Co. NA lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.9% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,471 shares of the information services provider’s stock after selling 784 shares during […]

Stratos Wealth Advisors LLC raised its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 10.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,193 shares of the footwear maker’s stock after acquiring an additional 657 shares during the […]

Financial Advisors LLC lessened its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 4.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,837 shares of the home improvement retailer’s stock after selling 182 shares during the period. Home Depot […]

Altus Wealth Group LLC reduced its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 8.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 736 shares of the CRM provider’s stock after selling 67 shares during the period. Altus Wealth Group LLC’s holdings in Salesforce […]

West Tower Group LLC increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,300 shares of the company’s stock after buying an additional 300 shares […]

Cwm LLC cut its holdings in FS Credit Opportunities Corp. (NYSE:FSCO – Free Report) by 1.6% during the second quarter, HoldingsChannel reports. The fund owned 283,431 shares of the company’s stock after selling 4,720 shares during the period. Cwm LLC’s holdings in FS Credit Opportunities were worth $2,058,000 at the end of the most recent […]

Flagship Private Wealth LLC reduced its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,729 shares of the e-commerce giant’s stock after selling 85 shares during the period. Flagship Private Wealth LLC’s holdings in Amazon.com were worth $379,000 as of its most recent SEC […]

First Interstate Bank acquired a new stake in shares of GE Aerospace (NYSE:GE – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 815 shares of the company’s stock, valued at approximately $210,000. A number of other large investors […]

US Bancorp DE lessened its holdings in shares of The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 25.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,380 shares of the company’s stock after selling 1,513 shares during the quarter. US Bancorp DE’s […]

PDS Planning Inc raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,050 shares of the social networking company’s stock after purchasing an additional 958 shares during the period. Meta Platforms […]

First Interstate Bank lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 142,358 shares of the network equipment provider’s stock after selling 278 shares during the period. Cisco […]

Unison Advisors LLC grew its holdings in D.R. Horton, Inc. (NYSE:DHI – Free Report) by 0.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,846 shares of the construction company’s stock after acquiring an additional 127 shares during the quarter. D.R. Horton accounts for […]

FLC Capital Advisors acquired a new position in Target Corporation (NYSE:TGT – Free Report) during the second quarter, HoldingsChannel.com reports. The fund acquired 7,695 shares of the retailer’s stock, valued at approximately $759,000. Other hedge funds have also added to or reduced their stakes in the company. Kozak & Associates Inc. grew its holdings in […]

Private Trust Co. NA lessened its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 44.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 458 shares of the semiconductor company’s stock after selling 370 shares during the quarter. Private […]

Liberty Square Wealth Partners LLC lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 50.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,062 shares of the retailer’s stock after selling 5,173 shares during the quarter. Liberty Square Wealth Partners LLC’s […]

Balboa Wealth Partners lessened its stake in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 6.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 11,177 shares of the financial services provider’s stock after selling 748 shares during the period. Balboa Wealth Partners’ holdings in Aercap […]

Evermay Wealth Management LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 985 shares of the Internet television network’s stock after acquiring an additional 23 shares during the period. Evermay […]

Riverbend Wealth Management LLC grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.7% 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 4,157 shares of the information services provider’s stock after buying an additional 185 shares […]

Stratos Wealth Partners LTD. cut its holdings in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 0.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,288 shares of the software maker’s stock after selling 172 shares during the quarter. Stratos […]

Custos Family Office LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 44.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,378 shares of the e-commerce giant’s stock after acquiring an additional 729 shares during the period. Custos Family Office […]

Altus Wealth Group LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,078 shares of the company’s stock after buying an additional 79 shares during the quarter. Altus Wealth Group LLC’s holdings […]

Lyell Wealth Management LP cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.2% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,467 shares of the network equipment provider’s stock after selling 510 shares during the quarter. Lyell […]

Balboa Wealth Partners raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,715 shares of the company’s stock after acquiring an additional 93 shares during the quarter. Balboa Wealth Partners’ holdings in Eli Lilly and Company were worth $1,337,000 […]

Evermay Wealth Management LLC reduced its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,208 shares of the electric vehicle producer’s stock after selling 233 shares during the period. […]

Atria Wealth Solutions Inc. cut its stake in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 49.0% in the second quarter, HoldingsChannel.com reports. The fund owned 1,793 shares of the company’s stock after selling 1,720 shares during the period. Atria Wealth Solutions Inc.’s holdings in Snap-On were worth $558,000 at the end of the […]

Forvis Mazars Wealth Advisors LLC increased its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 50.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,553 shares of the footwear maker’s stock after acquiring an additional 3,195 […]

Stephens Inc. AR grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 134,483 shares of the company’s stock after acquiring an additional 7,608 shares during the quarter. Stephens Inc. […]

Grunden Financial Advisory Inc. lowered its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 7.3% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 458 shares of the software maker’s stock after selling 36 shares during the period. Intuit accounts for approximately 0.2% of Grunden […]

TD Asset Management Inc lessened its holdings in shares of Dollar General Corporation (NYSE:DG – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 81,169 shares of the company’s stock after selling 1,935 shares during the quarter. […]

Harbour Investments Inc. reduced its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 10.3% 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 7,843 shares of the credit services provider’s stock after selling 903 shares […]

Stratos Wealth Advisors LLC raised its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 18.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 575 shares of the semiconductor company’s stock after buying an additional 91 shares during the period. Stratos Wealth […]

FLC Capital Advisors trimmed its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 57,692 shares of the biopharmaceutical company’s stock after selling 798 shares during the quarter. FLC Capital Advisors’ holdings […]

Evermay Wealth Management LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,845 shares of the home improvement retailer’s stock after selling 131 shares during the quarter. Evermay Wealth […]

CORDA Investment Management LLC. raised its position in Pfizer Inc. (NYSE:PFE – Free Report) by 6.4% during the second quarter, Holdings Channel reports. The fund owned 1,143,514 shares of the biopharmaceutical company’s stock after acquiring an additional 68,451 shares during the period. Pfizer comprises approximately 2.0% of CORDA Investment Management LLC.’s investment portfolio, making the […]