Trust Investment Advisors increased its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 48.7% in the 2nd quarter, Holdings Channel reports. The fund owned 3,595 shares of the medical research company’s stock after buying an additional 1,178 shares during the quarter. Trust Investment Advisors’ holdings in Amgen were worth $1,004,000 at the end of […]

SYM FINANCIAL Corp boosted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,062 shares of the industrial products company’s stock after purchasing an additional 59 shares during the […]

First National Trust Co lowered its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,749 shares of the company’s stock after selling 3,429 shares during the quarter. First National Trust Co’s holdings in […]

First National Trust Co trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 7,441 shares of the exchange traded fund’s stock after selling 418 shares during the period. First National Trust Co’s holdings in Invesco QQQ were worth $4,105,000 at […]

Pavion Blue Capital LLC lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 41,889 shares of the company’s stock after acquiring an additional 118 shares during the quarter. PepsiCo accounts for 2.5% […]

Pavion Blue Capital LLC grew its position in Pfizer Inc. (NYSE:PFE – Free Report) by 8.8% during the 2nd quarter, HoldingsChannel reports. The fund owned 9,787 shares of the biopharmaceutical company’s stock after purchasing an additional 788 shares during the period. Pavion Blue Capital LLC’s holdings in Pfizer were worth $237,000 at the end of […]

First National Trust Co reduced its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 3.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,631 shares of the information technology services provider’s stock after selling 462 shares during the quarter. First […]

Koss Olinger Consulting LLC lessened its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,913 shares of the company’s stock after selling 67 shares during the quarter. Koss Olinger […]

Private Wealth Partners LLC reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,535 shares of the CRM provider’s stock after selling 475 shares during the quarter. Private Wealth […]

William Allan Corp grew its holdings in Corpay, Inc. (NYSE:CPAY – Free Report) by 15.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 7,174 shares of the company’s stock after buying an additional 940 shares during the quarter. William Allan Corp’s holdings in Corpay were worth $2,380,000 as of its most recent SEC filing. […]

Clark Asset Management LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 11.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,384 shares of the exchange traded fund’s stock after acquiring an additional 876 […]

SYM FINANCIAL Corp acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1,120 shares of the semiconductor company’s stock, valued at approximately $267,000. A number of other hedge funds also recently […]

GWN Securities Inc. decreased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 70.1% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 24,772 shares of the retailer’s stock after selling 58,186 shares during the quarter. GWN Securities Inc.’s holdings in […]

Purkiss Capital Advisors LLC lifted its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 113.0% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,866 shares of the information technology services provider’s stock after acquiring an additional 990 shares during the period. Purkiss Capital Advisors LLC’s holdings in Accenture were worth $558,000 […]

May Hill Capital LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 6.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,002 shares of the enterprise software provider’s stock after selling 221 shares during […]

Redwood Park Advisors LLC reduced its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 33.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,783 shares of the biopharmaceutical company’s stock after selling 893 shares during the quarter. Redwood Park […]

Vision Financial Markets LLC lessened its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.7% in the second quarter, according to its most recent filing with the SEC. The firm owned 16,277 shares of the exchange traded fund’s stock after selling 114 shares during the quarter. Invesco QQQ makes up approximately 8.5% […]

Koss Olinger Consulting LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 5.2% in the second quarter, Holdings Channel.com reports. The fund owned 5,634 shares of the retailer’s stock after selling 310 shares during the quarter. Koss Olinger Consulting LLC’s holdings in Walmart were worth $551,000 at the end of […]

Ashton Thomas Private Wealth LLC decreased its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,419 shares of the software company’s stock after selling 495 shares during the quarter. Ashton Thomas […]

Tevis Investment Management lifted its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 13.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,318 shares of the enterprise software provider’s stock after acquiring an additional 1,385 shares […]

Koss Olinger Consulting LLC reduced its stake in HCI Group, Inc. (NYSE:HCI – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,016 shares of the insurance provider’s stock after selling 325 shares during the period. […]

Facet Wealth Inc. lifted its position in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 6.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 643 shares of the company’s stock after acquiring an additional 37 shares during the […]

Trust Investment Advisors decreased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 5,657 shares of the home improvement retailer’s stock after selling 260 shares during the period. Home Depot accounts for approximately 1.3% of Trust Investment Advisors’ portfolio, making […]

Resonant Capital Advisors LLC raised its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 29.7% during the second quarter, Holdings Channel.com reports. The institutional investor owned 4,998 shares of the footwear maker’s stock after buying an additional 1,144 shares during the period. Resonant Capital Advisors LLC’s holdings in NIKE were worth $357,000 […]

First National Trust Co reduced its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 0.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 35,212 shares of the Wireless communications provider’s stock after selling 309 shares during the period. First National Trust Co’s holdings […]

Clark Asset Management LLC raised its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 209.8% during the second quarter, HoldingsChannel reports. The institutional investor owned 7,555 shares of the home improvement retailer’s stock after purchasing an additional 5,116 shares during the quarter. Clark Asset Management LLC’s holdings in Home Depot were worth […]

Conscious Wealth Investments LLC boosted its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 140,957 shares of the biopharmaceutical company’s stock after purchasing an additional 706 shares during […]

Wealthfront Advisers LLC cut its position in Fiserv, Inc. (NYSE:FI – Free Report) by 30.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 38,998 shares of the business services provider’s stock after selling 17,191 shares during the quarter. Wealthfront Advisers LLC’s holdings in […]

Ashton Thomas Private Wealth LLC grew its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 6.5% in the 2nd quarter, Holdings Channel.com reports. The fund owned 27,544 shares of the company’s stock after purchasing an additional 1,674 shares during the quarter. Ashton Thomas Private Wealth LLC’s holdings in Zoetis were worth $4,295,000 […]

Howard Capital Management Inc. raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 13.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,348 shares of the company’s stock after purchasing an additional 4,952 shares during the period. Howard Capital Management […]

New York Life Investment Management LLC lowered its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 64,068 shares of the software company’s stock after selling 601 shares during the quarter. New York Life Investment Management LLC’s holdings in Adobe were worth […]

William Allan Corp trimmed its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 16,451 shares of the home improvement retailer’s stock after selling 44 shares during the quarter. Home Depot comprises 3.5% of William Allan Corp’s holdings, making the stock its 10th […]

Capital Investment Counsel LLC decreased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,321 shares of the company’s stock after selling 1,209 shares during the period. AbbVie comprises approximately 1.4% […]

Rossby Financial LCC raised its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 8.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,865 shares of the Wireless communications provider’s stock after purchasing an additional 152 shares […]

Taylor Financial Group Inc. raised its position in Pfizer Inc. (NYSE:PFE – Free Report) by 25.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,806 shares of the biopharmaceutical company’s stock after acquiring an additional 2,815 shares during the quarter. Taylor Financial Group Inc.’s […]

Logan Capital Management Inc. trimmed its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 31.3% in the second quarter, Holdings Channel reports. The fund owned 52,072 shares of the business services provider’s stock after selling 23,773 shares during the period. Logan Capital Management Inc.’s holdings in Fiserv were worth $8,978,000 at the end of […]

Tevis Investment Management lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 14.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,815 shares of the company’s stock after purchasing an additional 1,146 shares during the quarter. Tevis Investment Management’s holdings […]

Boyd Watterson Asset Management LLC OH grew its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.4% 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 1,019 shares of the medical research company’s stock after acquiring […]

Convergence Investment Partners LLC trimmed its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.1% in the second quarter, HoldingsChannel.com reports. The firm owned 2,070 shares of the company’s stock after selling 134 shares during the quarter. Convergence Investment Partners LLC’s holdings in PepsiCo were worth $273,000 at the end of the most recent […]

Trust Investment Advisors cut its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 4.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,039 shares of the network technology company’s stock after selling 672 shares during the […]

First National Trust Co cut its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 228,479 shares of the utilities provider’s stock after selling 4,175 shares during […]

First Command Advisory Services Inc. lowered its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 29.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 75 shares of the software company’s stock after selling 31 shares during the […]

Logan Capital Management Inc. reduced its position in ConocoPhillips (NYSE:COP – Free Report) by 6.3% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 88,663 shares of the energy producer’s stock after selling 5,959 shares during the period. Logan Capital Management Inc.’s holdings in ConocoPhillips were worth $7,957,000 as of its most recent filing […]

Taylor Financial Group Inc. boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 34.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,460 shares of the retailer’s stock after buying an additional 1,145 shares during the […]

Signet Investment Advisory Group Inc. trimmed its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,122 shares of the medical research company’s stock after selling 60 […]

Ashton Thomas Private Wealth LLC boosted its position in Fiserv, Inc. (NYSE:FI – Free Report) by 11.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,253 shares of the business services provider’s stock after purchasing an additional 1,738 shares during the period. Ashton […]

Howard Capital Management Inc. raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 30.5% during the second quarter, according to its most recent filing with the SEC. The firm owned 33,103 shares of the retailer’s stock after purchasing an additional 7,739 shares during the period. Howard Capital Management Inc.’s holdings in Walmart were […]

Howard Capital Management Inc. grew its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 12,458 shares of the software company’s stock after purchasing an additional 120 shares during the period. Howard Capital Management Inc.’s holdings in Adobe were worth $4,820,000 at the end […]

GPM Growth Investors Inc. lifted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 14.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,016 shares of the CRM provider’s stock after purchasing an additional 1,472 shares during the period. Salesforce comprises […]

Schmidt P J Investment Management Inc. trimmed its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 7.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 829 shares of the software company’s stock after selling 67 shares during the period. […]