Emprise Bank reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 8.2% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 11,248 shares of the retailer’s stock after selling 1,003 shares during the period. Emprise Bank’s holdings in Walmart were worth $1,100,000 at the end of the most recent quarter. Several […]

Exchange Bank lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,179 shares of the company’s stock after selling 191 shares during the period. Exchange Bank’s holdings in PepsiCo were […]

Berkshire Bank lessened its stake in Chubb Limited (NYSE:CB – Free Report) by 2.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,009 shares of the financial services provider’s stock after selling 332 shares during the quarter. Chubb makes up about 1.0% of Berkshire Bank’s investment […]

Westmount Partners LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,308 shares of the electric vehicle producer’s stock after selling 885 shares during the period. Westmount Partners LLC’s […]

Czech National Bank lifted its stake in GE Aerospace (NYSE:GE – Free Report) by 5.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 260,662 shares of the company’s stock after acquiring an additional 14,144 shares during the period. GE Aerospace comprises about 0.5% of Czech National Bank’s holdings, making the stock its 29th biggest […]

Everpar Advisors LLC grew its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,360 shares of the medical research company’s stock after acquiring an additional 153 shares during […]

IAM Advisory LLC lowered its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,008 shares of the company’s stock after selling 103 shares during the period. Eli […]

Arlington Trust Co LLC grew its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,109 shares of the credit-card processor’s stock after purchasing an additional 53 shares during the […]

Everpar Advisors LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,861 shares of the Internet television network’s stock after buying an additional 58 shares during the period. […]

Parallel Advisors LLC boosted its stake in Blackstone Inc. (NYSE:BX – Free Report) by 0.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,297 shares of the asset manager’s stock after purchasing an additional 85 shares during the period. Parallel Advisors LLC’s holdings […]

Veracity Capital LLC lowered its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 7.2% during the second quarter, Holdings Channel reports. The firm owned 4,295 shares of the oil and gas company’s stock after selling 331 shares during the period. Veracity Capital LLC’s holdings in Chevron were worth $615,000 as of its […]

First National Corp MA ADV cut its holdings in Citigroup Inc. (NYSE:C – Free Report) by 6.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,736 shares of the company’s stock after selling 188 shares during the quarter. First National Corp […]

Strategic Advocates LLC boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 45.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 850 shares of the software company’s stock after acquiring an additional 264 shares during the quarter. Strategic Advocates LLC’s […]

Czech National Bank raised its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 5.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,053,517 shares of the oil and gas company’s stock after acquiring an additional 53,700 shares during the quarter. Exxon Mobil accounts for about 0.9% of Czech National Bank’s portfolio, making […]

Apella Capital LLC boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,170 shares of the company’s stock after purchasing an additional 343 shares during the period. Apella Capital LLC’s holdings in AbbVie were […]

Berkshire Bank trimmed its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,306 shares of the railroad operator’s stock after selling 137 shares during the quarter. Union Pacific comprises 0.9% of Berkshire Bank’s […]

Dover Advisors LLC boosted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 1.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,644 shares of the enterprise software provider’s stock after buying an additional 139 shares during the quarter. Dover Advisors […]

Legacy Private Trust Co. cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,647 shares of the company’s stock after selling 243 shares during the quarter. Legacy Private Trust Co.’s holdings […]

Everpar Advisors LLC lifted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,180 shares of the retailer’s stock after purchasing an additional 2,039 shares during the period. Walmart accounts for […]

Clarus Wealth Advisors cut its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,868 shares of the exchange traded fund’s stock after selling 541 shares during the period. Clarus Wealth Advisors’ holdings in SPDR Gold Shares were worth $1,785,000 as […]

Gradient Investments LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 90,493 shares of the company’s stock after purchasing an additional 646 shares during the quarter. Gradient Investments […]

Woodstock Corp lowered its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,030 shares of the wireless technology company’s stock after selling 1,225 shares during the period. Woodstock Corp’s holdings in […]

RMR Wealth Builders lessened its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 5.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,642 shares of the utilities provider’s stock after selling 414 shares during the period. RMR Wealth Builders’ […]

Gradient Investments LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,876 shares of the electric vehicle producer’s stock after buying an additional 516 shares during the quarter. […]

Presidio Capital Management LLC trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,971 shares of the electric vehicle producer’s stock after selling 366 shares during the quarter. Tesla comprises […]

IAM Advisory LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,320 shares of the enterprise software provider’s stock, valued at approximately $289,000. Several other institutional investors and […]

Dover Advisors LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,533 shares of the company’s stock after purchasing an additional 32 shares during the quarter. Dover […]

Range Financial Group LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,299 shares of the network equipment provider’s stock after purchasing an additional 617 shares during the quarter. […]

Parallel Advisors LLC boosted its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 35,231 shares of the biopharmaceutical company’s stock after acquiring an additional 1,067 shares during the period. Parallel Advisors LLC’s holdings in Gilead Sciences were worth $3,906,000 as of […]

Westmount Partners LLC reduced its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,208 shares of the exchange traded fund’s stock after selling 297 shares during the […]

Apella Capital LLC grew its stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 48.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,592 shares of the aerospace company’s stock after purchasing an additional 523 shares […]

Czech National Bank increased its holdings in shares of American Express Company (NYSE:AXP) by 6.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 135,286 shares of the payment services company’s stock after purchasing an additional 7,811 shares during the period. Czech […]

Sandy Cove Advisors LLC raised its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 9.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,086 shares of the oil and gas company’s stock after purchasing an additional 992 shares during the quarter. […]

Veracity Capital LLC decreased its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 15.3% in the second quarter, HoldingsChannel reports. The firm owned 1,548 shares of the fast-food giant’s stock after selling 280 shares during the quarter. Veracity Capital LLC’s holdings in McDonald’s were worth $452,000 at the end of the most […]

Czech National Bank boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 4.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,002 shares of the investment management company’s stock after purchasing an additional 3,332 shares during the […]

Presidio Capital Management LLC cut its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 56.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 159 shares of the Internet television network’s stock after selling 202 shares during the period. Presidio Capital […]

Gallacher Capital Management LLC increased its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 17.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 702 shares of the software company’s stock after acquiring an additional 102 shares during the period. Gallacher Capital Management LLC’s holdings […]

Westmount Partners LLC trimmed its position in shares of American Express Company (NYSE:AXP) by 7.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,077 shares of the payment services company’s stock after selling 245 shares during the quarter. […]

Krilogy Financial LLC increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 6.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,643 shares of the entertainment giant’s stock after acquiring an additional 2,147 […]

Juncture Wealth Strategies LLC raised its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 25.0% in the second quarter, Holdings Channel reports. The fund owned 1,694 shares of the electric vehicle producer’s stock after buying an additional 339 shares during the quarter. Juncture Wealth Strategies LLC’s holdings in Tesla were worth $538,000 […]

Czech National Bank grew its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 6.5% during the second quarter, HoldingsChannel reports. The firm owned 277,776 shares of the coffee company’s stock after acquiring an additional 16,878 shares during the period. Czech National Bank’s holdings in Starbucks were worth $25,453,000 at the end of the most […]

WealthCare Investment Partners LLC cut its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,824 shares of the information technology services provider’s stock after selling 87 shares during the quarter. WealthCare […]

Brand Asset Management Group Inc. lessened its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 9.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,360 shares of the retailer’s stock after selling 238 shares during the period. Brand […]

Legacy Private Trust Co. lifted its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 46.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,450 shares of the company’s stock after buying an additional 8,663 shares during the period. Legacy […]

Strategic Advocates LLC boosted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.6% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 7,070 shares of the medical equipment provider’s stock after acquiring an additional 182 shares during the quarter. Intuitive […]

Byrne Asset Management LLC decreased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 15.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,551 shares of the utilities provider’s stock after selling 288 shares during the quarter. Byrne Asset […]

Fiduciary Alliance LLC raised its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 613.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,438 shares of the company’s stock after buying an additional 8,116 shares during the period. Fiduciary Alliance LLC’s […]

IAM Advisory LLC increased its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.1% during the second quarter, HoldingsChannel.com reports. The firm owned 10,356 shares of the company’s stock after acquiring an additional 113 shares during the quarter. IAM Advisory LLC’s holdings in Palantir Technologies were worth $1,412,000 as of its most recent […]

First Financial Corp IN reduced its position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 3.4% during the second quarter, Holdings Channel reports. The firm owned 29,518 shares of the cable giant’s stock after selling 1,052 shares during the period. First Financial Corp IN’s holdings in Comcast were worth $1,053,000 as of its […]

Everpar Advisors LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,160 shares of the entertainment giant’s stock after acquiring an additional 161 shares during the period. Everpar […]