Oxbow Advisors LLC lowered its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,660 shares of the retailer’s stock after selling 454 shares during the quarter. Oxbow Advisors LLC’s holdings in Walmart […]

Inspire Investing LLC lowered its stake in BorgWarner Inc. (NYSE:BWA – Free Report) by 23.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 8,460 shares of the auto parts company’s stock after selling 2,592 shares during the quarter. Inspire Investing LLC’s holdings in BorgWarner were worth $283,000 as of its most recent […]

RFG Advisory LLC cut its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 3.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,767 shares of the construction company’s stock after selling 69 shares during the period. RFG […]

Omnia Family Wealth LLC increased its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 20.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,908 shares of the electric vehicle producer’s stock after buying an additional 660 shares during the period. […]

S Bank Fund Management Ltd lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,209 shares of the electric vehicle producer’s stock after selling 9,545 shares […]

TD Asset Management Inc trimmed its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 36.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 276,007 shares of the business services provider’s stock after selling 160,231 shares during the period. […]

Coho Partners Ltd. decreased its position in U.S. Bancorp (NYSE:USB – Free Report) by 15.2% in the second quarter, Holdings Channel.com reports. The firm owned 1,016,689 shares of the financial services provider’s stock after selling 181,656 shares during the quarter. U.S. Bancorp comprises approximately 3.4% of Coho Partners Ltd.’s investment portfolio, making the stock its […]

Aberdeen Group plc increased its stake in shares of Alkermes plc (NASDAQ:ALKS – Free Report) by 13.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 178,719 shares of the company’s stock after purchasing an additional 21,852 shares during the quarter. Aberdeen Group plc’s holdings in Alkermes were worth $5,113,000 at the end of the […]

5th Street Advisors LLC reduced its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 944 shares of the electric vehicle producer’s stock after selling 110 shares during the quarter. 5th […]

Aberdeen Group plc lowered its position in Dycom Industries, Inc. (NYSE:DY – Free Report) by 51.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,500 shares of the construction company’s stock after selling 13,400 shares during the period. Aberdeen […]

Mutual Advisors LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,064 shares of the utilities provider’s stock after acquiring an additional 256 shares during the quarter. […]

Consilio Wealth Advisors LLC bought a new stake in BlackRock (NYSE:BLK – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm bought 201 shares of the asset manager’s stock, valued at approximately $211,000. Several other institutional investors have also recently bought and sold shares of the company. Evernest Financial Advisors LLC lifted its […]

WJ Wealth Management LLC bought a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 1,080 shares of the electric vehicle producer’s stock, valued at approximately $343,000. Several other hedge funds have also recently bought and […]

Inspire Investing LLC lowered its holdings in Snap-On Incorporated (NYSE:SNA – Free Report) by 3.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 908 shares of the company’s stock after selling 37 shares during the quarter. Inspire Investing LLC’s holdings in Snap-On were worth […]

Consilio Wealth Advisors LLC raised its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 801 shares of the medical research company’s stock after buying an additional […]

Moran Wealth Management LLC lifted its position in NRG Energy, Inc. (NYSE:NRG – Free Report) by 11.2% in the 2nd quarter, Holdings Channel.com reports. The fund owned 2,653 shares of the utilities provider’s stock after acquiring an additional 268 shares during the period. Moran Wealth Management LLC’s holdings in NRG Energy were worth $426,000 as […]

Oxbow Advisors LLC grew its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 2.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 46,284 shares of the energy exploration company’s stock after buying an additional 1,125 shares during the period. Oxbow Advisors LLC’s holdings in EOG […]

Inspire Investing LLC lessened its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 55.0% during the second quarter, HoldingsChannel reports. The firm owned 805 shares of the cryptocurrency exchange’s stock after selling 984 shares during the period. Inspire Investing LLC’s holdings in Coinbase Global were worth $282,000 as of its most recent SEC filing. […]

Aberdeen Group plc bought a new stake in shares of Veracyte, Inc. (NASDAQ:VCYT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 181,923 shares of the biotechnology company’s stock, valued at approximately $4,917,000. Aberdeen Group plc owned approximately 0.23% of Veracyte at […]

Axxcess Wealth Management LLC raised its position in Sysco Corporation (NYSE:SYY – Free Report) by 160.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,927 shares of the company’s stock after acquiring an additional 7,341 shares during the period. Axxcess […]

Riverbend Wealth Management LLC lowered its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 39.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,852 shares of the oil and gas company’s stock after selling 2,489 shares during the […]

Oxbow Advisors LLC boosted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 1.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,313 shares of the fast-food giant’s stock after buying an additional 431 shares during the quarter. McDonald’s accounts […]

Sage Private Wealth Group LLC grew its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 59.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 2,770 shares of the company’s stock after buying an additional 1,038 shares during the quarter. Sage Private Wealth Group LLC’s holdings in AbbVie were worth $514,000 as […]

Activest Wealth Management grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 132.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 79,645 shares of the exchange traded fund’s stock after acquiring an additional 45,341 shares during the quarter. Invesco QQQ accounts […]

Coho Partners Ltd. lowered its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 15.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,945 shares of the industrial products company’s stock after selling 7,504 shares during the quarter. […]

Oxbow Advisors LLC grew its stake in ConocoPhillips (NYSE:COP – Free Report) by 369.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 164,364 shares of the energy producer’s stock after acquiring an additional 129,326 shares during the period. ConocoPhillips accounts for […]

Consilio Wealth Advisors LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 81.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,082 shares of the CRM provider’s stock after buying an additional 936 shares during the […]

Oxbow Advisors LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 7,654 shares of the network equipment provider’s stock after acquiring an additional 568 shares during the period. Oxbow Advisors LLC’s holdings in Cisco Systems were worth $531,000 at the […]

Empirical Asset Management LLC lifted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 7.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,368 shares of the Internet television network’s stock after purchasing an additional 94 shares during the quarter. Empirical […]

Nordea Investment Management AB trimmed its holdings in Citigroup Inc. (NYSE:C – Free Report) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The firm owned 7,201,827 shares of the company’s stock after selling 208,060 shares during the period. Nordea Investment Management AB’s holdings in Citigroup were worth $613,740,000 as of its most recent filing […]

Empirical Asset Management LLC increased its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 26.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,453 shares of the software company’s stock after buying an additional 514 shares during […]

Empirical Asset Management LLC decreased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,147 shares of the company’s stock after selling 75 shares during the period. Empirical Asset Management LLC’s holdings […]

Sage Private Wealth Group LLC grew its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 16.8% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 4,072 shares of the medical technology company’s stock after acquiring an additional 587 shares during the quarter. Sage Private Wealth Group LLC’s holdings in Medtronic […]

Sagespring Wealth Partners LLC grew its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 11.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,116 shares of the basic materials company’s stock after acquiring an additional 210 shares during the quarter. Sagespring […]

Master S Wealth Management Inc. lifted its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 54.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,307 shares of the energy producer’s stock after buying an additional 1,172 shares during the […]

Sagespring Wealth Partners LLC bought a new position in Vistra Corp. (NYSE:VST – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,341 shares of the company’s stock, valued at approximately $454,000. Other hedge funds have also recently […]

Empirical Asset Management LLC increased its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 26.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,193 shares of the enterprise software provider’s stock after acquiring an additional 1,309 shares during the quarter. Empirical Asset Management […]

Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Chubb Limited (NYSE:CB – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 1,456 shares of the financial services provider’s stock, valued at approximately $422,000. Other hedge funds and […]

Activest Wealth Management reduced its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 46.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 287 shares of the company’s stock after selling 248 shares during the quarter. Activest Wealth Management’s holdings in PepsiCo were worth […]

Sage Private Wealth Group LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,796 shares of the network equipment provider’s stock after selling 713 shares during the quarter. Sage […]

Sage Private Wealth Group LLC increased its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 12.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,228 shares of the CRM provider’s stock after acquiring an additional 247 shares during the […]

Consilio Wealth Advisors LLC raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.6% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 541 shares of the Internet television network’s stock after buying an additional 19 shares during the period. Consilio Wealth Advisors LLC’s holdings […]

WealthPLAN Partners LLC lessened its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 81.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,129 shares of the conglomerate’s stock after selling 4,827 shares during the quarter. WealthPLAN Partners LLC’s holdings in […]

Inspire Investing LLC boosted its stake in Agilon Health, Inc. (NYSE:AGL – Free Report) by 112.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 166,741 shares of the company’s stock after purchasing an additional 88,411 shares during the quarter. Inspire […]

Turtle Creek Wealth Advisors LLC bought a new stake in Medtronic PLC (NYSE:MDT – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,377 shares of the medical technology company’s stock, valued at approximately $294,000. A number of other hedge funds and other […]

WealthPLAN Partners LLC lessened its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 24.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 70,101 shares of the retailer’s stock after selling 22,880 shares during the quarter. Walmart makes up about 1.1% […]

Turtle Creek Wealth Advisors LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.4% in the 2nd quarter, Holdings Channel reports. The firm owned 9,509 shares of the network equipment provider’s stock after selling 760 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Cisco Systems were […]

Riverbend Wealth Management LLC reduced its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 13.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,051 shares of the home improvement retailer’s stock after selling 329 […]

Nordea Investment Management AB boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 948,793 shares of the home improvement retailer’s stock after buying an additional 11,709 shares during the period. Nordea Investment Management AB’s holdings in Home Depot were worth $347,125,000 […]

Master S Wealth Management Inc. lifted its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 51.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,682 shares of the real estate investment trust’s stock after purchasing an additional 2,284 shares during the […]