Cwm LLC boosted its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 10.2% during the 2nd quarter, Holdings Channel.com reports. The fund owned 100,739 shares of the CRM provider’s stock after purchasing an additional 9,338 shares during the quarter. Cwm LLC’s holdings in Salesforce were worth $27,470,000 at the end of the most recent […]

Cwm LLC raised its holdings in shares of Cigna Group (NYSE:CI – Free Report) by 1.9% in the second quarter, HoldingsChannel reports. The firm owned 76,427 shares of the health services provider’s stock after buying an additional 1,399 shares during the quarter. Cwm LLC’s holdings in Cigna Group were worth $25,265,000 at the end of […]

Cwm LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.1% during the 2nd quarter, Holdings Channel reports. The fund owned 90,633 shares of the industrial products company’s stock after selling 63 shares during the period. Cwm LLC’s holdings in Caterpillar were worth $35,185,000 as of its most recent SEC […]

Vest Financial LLC grew its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 5.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 661,485 shares of the medical technology company’s stock after acquiring an additional 36,688 shares during the period. Vest Financial LLC owned about […]

NorthRock Partners LLC increased its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 29.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,471 shares of the company’s stock after purchasing an additional 1,471 shares during the quarter. NorthRock Partners […]

MGO One Seven LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 28.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,513 shares of the CRM provider’s stock after acquiring an additional 6,817 shares during the quarter. […]

Cwm LLC increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 300,072 shares of the ride-sharing company’s stock after buying an additional 1,645 shares during the […]

Blue Trust Inc. grew its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 12.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,497 shares of the biopharmaceutical company’s stock after purchasing an additional 499 shares during the […]

SPC Financial Inc. lessened its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 6.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 350 shares of the Internet television network’s stock after selling 25 shares during the quarter. SPC Financial […]

LRI Investments LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,964 shares of the company’s stock after selling 165 shares during the quarter. LRI Investments […]

Wealth Architects LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,419 shares of the enterprise software provider’s stock after selling 263 shares during the quarter. Wealth Architects LLC’s holdings […]

Delaney Dennis R boosted its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 59,463 shares of the healthcare product maker’s stock after acquiring an additional 110 shares during the period. Abbott Laboratories accounts for 4.2% […]

IFP Advisors Inc grew its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 80.7% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 19,520 shares of the footwear maker’s stock after buying an additional 8,716 shares during the period. IFP Advisors Inc’s holdings in NIKE […]

Cwm LLC decreased its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 2.9% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 117,031 shares of the railroad operator’s stock after selling 3,515 shares during the period. Cwm LLC’s holdings in Union Pacific […]

NorthRock Partners LLC raised its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 6.8% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,203 shares of the information technology services provider’s stock after purchasing an additional 141 shares during the period. NorthRock Partners LLC’s holdings in […]

Sharp Financial Services LLC lessened its stake in Walmart Inc. (NYSE:WMT – Free Report) by 13.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,298 shares of the retailer’s stock after selling 1,090 shares during the period. Walmart […]

Prostatis Group LLC lowered its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,105 shares of the home improvement retailer’s stock after selling 108 shares during the period. […]

Yousif Capital Management LLC cut its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,629 shares of the company’s stock after selling 777 shares during the period. Yousif […]

Meritage Portfolio Management lessened its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 3.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,857 shares of the CRM provider’s stock after selling 61 shares during the quarter. Meritage Portfolio Management’s holdings in Salesforce were worth $506,000 as of its most recent SEC filing. […]

Delaney Dennis R raised its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 24.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 7,102 shares of the CRM provider’s stock after purchasing an additional 1,408 shares during the quarter. Delaney Dennis R’s holdings in Salesforce were worth $1,937,000 at the […]

Wealth Architects LLC cut its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 5.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,042 shares of the conglomerate’s stock after selling 56 shares during the quarter. Wealth Architects […]

Cypress Capital Group raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,771 shares of the network equipment provider’s stock after buying an additional […]

Yousif Capital Management LLC trimmed its position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 4.2% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 86,614 shares of the business services provider’s stock after selling 3,751 shares during the period. […]

Wealth Architects LLC boosted its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,096 shares of the software company’s stock after acquiring an additional 98 shares during […]

NorthRock Partners LLC reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 16.3% during the second quarter, Holdings Channel.com reports. The fund owned 17,581 shares of the CRM provider’s stock after selling 3,419 shares during the period. NorthRock Partners LLC’s holdings in Salesforce were worth $4,802,000 at the end of the most recent […]

Cwm LLC raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 10.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,725 shares of the semiconductor company’s stock after purchasing an additional 9,817 shares during the quarter. Cwm […]

M3 Advisory Group LLC reduced its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 3.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 904 shares of the company’s stock after selling 34 shares during the quarter. M3 Advisory Group LLC’s holdings […]

OFI Invest Asset Management increased its holdings in Cigna Group (NYSE:CI – Free Report) by 22.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 314 shares of the health services provider’s stock after purchasing an additional 58 shares during the period. OFI Invest Asset Management’s holdings in Cigna Group were worth $104,000 at the […]

NorthRock Partners LLC lifted its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% during the second quarter, Holdings Channel reports. The firm owned 51,228 shares of the healthcare product maker’s stock after acquiring an additional 4,427 shares during the quarter. NorthRock Partners LLC’s holdings in Abbott Laboratories were worth $6,966,000 as […]

M3 Advisory Group LLC lifted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 11.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 688 shares of the home improvement retailer’s stock after acquiring an additional 73 shares during the period. […]

Wealth Architects LLC lifted its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 14.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,573 shares of the company’s stock after acquiring an additional 195 shares during the quarter. Wealth Architects LLC’s holdings in Cencora were worth $472,000 as of its most recent filing with […]

NorthRock Partners LLC grew its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 26,946 shares of the company’s stock after buying an additional 1,037 shares during the quarter. NorthRock Partners LLC’s […]

Welch Group LLC boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 956,197 shares of the network equipment provider’s stock after acquiring an additional 11,636 shares during the period. Cisco Systems accounts for […]

Acorn Creek Capital LLC boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 4.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,632 shares of the retailer’s stock after purchasing an additional 157 shares during the period. Acorn Creek Capital LLC’s holdings in Walmart were […]

SPC Financial Inc. boosted its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 8.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,815 shares of the company’s stock after buying an additional 300 shares during the quarter. […]

PDS Planning Inc raised its holdings in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 4.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,333 shares of the company’s stock after buying an additional 60 shares during the period. […]

Blue Trust Inc. cut its holdings in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 6.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,057 shares of the pipeline company’s stock after selling 1,592 shares during the period. Blue Trust Inc.’s holdings […]

Cypress Capital Group trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 28.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,900 shares of the utilities provider’s stock after selling 10,589 shares during the quarter. Cypress Capital Group’s holdings […]

MGO One Seven LLC raised its holdings in shares of American Express Company (NYSE:AXP) by 17.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,986 shares of the payment services company’s stock after acquiring an additional 4,709 shares during the quarter. MGO One […]

US Bancorp DE reduced its stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 0.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 115,775 shares of the company’s stock after selling 500 shares during the quarter. […]

Wealth Architects LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 22,077 shares of the network equipment provider’s stock after selling 1,603 shares during the period. Wealth Architects LLC’s holdings in Cisco Systems […]

Verdence Capital Advisors LLC lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 4.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,912 shares of the industrial products company’s stock after selling 503 shares during the quarter. Verdence Capital […]

Bill Few Associates Inc. decreased its position in American Express Company (NYSE:AXP) by 1.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 16,374 shares of the payment services company’s stock after selling 279 shares during the period. American Express comprises approximately 1.5% of Bill Few Associates Inc.’s […]

Griffin Asset Management Inc. trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,293 shares of the company’s stock after selling 328 shares during the quarter. Griffin Asset Management Inc.’s holdings in PepsiCo […]

Valley Brook Capital Group Inc. lessened its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the second quarter, HoldingsChannel reports. The firm owned 27,080 shares of the retailer’s stock after selling 123 shares during the period. Walmart makes up approximately 2.0% of Valley Brook Capital Group Inc.’s holdings, making the stock its […]

NorthRock Partners LLC grew its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 8.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,190 shares of the credit services provider’s stock after acquiring an additional 882 shares during the quarter. NorthRock […]

NorthRock Partners LLC cut its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 3.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 217,788 shares of the company’s stock after selling 7,007 shares during the period. NorthRock Partners LLC’s […]

Wealth Architects LLC lifted its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 2.4% in the second quarter, HoldingsChannel.com reports. The fund owned 6,185 shares of the healthcare product maker’s stock after buying an additional 144 shares during the quarter. Wealth Architects LLC’s holdings in Abbott Laboratories were worth $841,000 at the end of […]

Griffin Asset Management Inc. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 20.5% during the second quarter, HoldingsChannel.com reports. The firm owned 20,644 shares of the industrial products company’s stock after purchasing an additional 3,515 shares during the period. Griffin Asset Management Inc.’s holdings in Caterpillar were worth $8,014,000 at […]

Endowment Wealth Management Inc. lessened its position in Oracle Corporation (NYSE:ORCL – Free Report) by 5.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,132 shares of the enterprise software provider’s stock after selling 123 shares during the period. Endowment Wealth Management Inc.’s holdings in Oracle were […]