Sunpointe LLC reduced its stake in U.S. Bancorp (NYSE:USB – Free Report) by 4.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,539 shares of the financial services provider’s stock after selling 677 shares during the quarter. Sunpointe LLC’s holdings […]

Sapient Capital LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.5% during the second quarter, HoldingsChannel.com reports. The fund owned 17,937 shares of the electric vehicle producer’s stock after selling 90 shares during the quarter. Sapient Capital LLC’s holdings in Tesla were worth $5,698,000 at the end of the […]

Berkshire Bank raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 1.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 73,992 shares of the retailer’s stock after purchasing an additional 1,061 shares during the period. Walmart makes up about 1.7% of […]

Aaron Wealth Advisors LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 2.0% during the second quarter, Holdings Channel reports. The institutional investor owned 6,673 shares of the CRM provider’s stock after selling 137 shares during the period. Aaron Wealth Advisors LLC’s holdings in Salesforce were worth $1,820,000 at the end of […]

Sunpointe LLC acquired a new stake in Carnival Corporation (NYSE:CCL – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 47,300 shares of the company’s stock, valued at approximately $1,330,000. Other institutional investors also recently made changes to their positions in the […]

Alesco Advisors LLC lowered its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.7% in the second quarter, HoldingsChannel reports. The institutional investor owned 2,800 shares of the company’s stock after selling 107 shares during the period. Alesco Advisors LLC’s holdings in PepsiCo were worth $370,000 as of its most recent filing with the […]

Breakwater Capital Group cut its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 1.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,636 shares of the enterprise software provider’s stock after selling 527 shares during the quarter. Oracle comprises about […]

Aaron Wealth Advisors LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,784 shares of the Internet television network’s stock after buying an additional 122 shares […]

Procyon Advisors LLC decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 74.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 8,916 shares of the CRM provider’s stock after selling 25,811 shares during the period. Procyon Advisors LLC’s holdings in Salesforce were worth $2,431,000 as of its most recent filing with […]

PFW Advisors LLC lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 20.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,469 shares of the medical research company’s stock after selling 895 shares during the quarter. PFW Advisors […]

Towerpoint Wealth LLC reduced its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 5,594 shares of the company’s stock after selling 216 shares during the period. Towerpoint Wealth LLC’s holdings in PepsiCo were worth $739,000 as of its most recent SEC […]

Sunpointe LLC acquired a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 816 shares of the exchange traded fund’s stock, valued at approximately $451,000. Several other institutional investors and hedge funds […]

GSG Advisors LLC lessened its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,128 shares of the company’s stock after selling 452 shares during the quarter. GSG Advisors LLC’s holdings in […]

Procyon Advisors LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.8% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,428 shares of the exchange traded fund’s stock after selling 796 shares during the period. Procyon Advisors LLC’s […]

Pines Wealth Management LLC increased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 5,111 shares of the medical research company’s stock after purchasing an additional 145 shares during the period. Pines Wealth Management LLC’s holdings in […]

FOCUS Wealth Advisors LLC lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 22,632 shares of the retailer’s stock after selling 131 shares during the quarter. Walmart comprises approximately 1.1% of FOCUS Wealth Advisors LLC’s portfolio, making the stock its 27th […]

Mirador Capital Partners LP lifted its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 31.6% in the second quarter, HoldingsChannel.com reports. The firm owned 48,575 shares of the biopharmaceutical company’s stock after acquiring an additional 11,662 shares during the quarter. Mirador Capital Partners LP’s holdings in Pfizer were worth $1,177,000 at the […]

Sivia Capital Partners LLC boosted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 138.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,527 shares of the company’s stock after purchasing an additional 3,790 shares during the period. […]

Sapient Capital LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 13.9% 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 12,147 shares of the enterprise software provider’s stock after selling 1,965 shares during […]

Balefire LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 14.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,368 shares of the enterprise software provider’s stock after purchasing an additional 2,103 shares during the period. Oracle […]

Harbor Capital Advisors Inc. reduced its stake in GE Aerospace (NYSE:GE – Free Report) by 0.6% during the 2nd quarter, Holdings Channel reports. The firm owned 15,736 shares of the company’s stock after selling 89 shares during the period. Harbor Capital Advisors Inc.’s holdings in GE Aerospace were worth $4,050,000 at the end of the […]

Catalyst Private Wealth LLC grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,572 shares of the information services provider’s stock after purchasing an additional 133 shares during the quarter. […]

Krilogy Financial LLC bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 12,347 shares of the company’s stock, valued at approximately $1,630,000. Several other hedge funds have also modified their holdings of […]

Sunpointe LLC lessened its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 2.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 30,826 shares of the company’s stock after selling 796 shares during the quarter. Sunpointe LLC’s holdings in Schwab US […]

Lineweaver Wealth Advisors LLC cut its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 9.0% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,749 shares of the information technology services provider’s stock after selling 172 shares during the quarter. Lineweaver Wealth […]

Procyon Advisors LLC lifted its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 14.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 8,959 shares of the exchange traded fund’s stock after acquiring an additional 1,104 shares during the quarter. Procyon Advisors LLC’s […]

Aaron Wealth Advisors LLC raised its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,955 shares of the software company’s stock after purchasing an additional 123 shares during the period. Aaron Wealth Advisors […]

Central Valley Advisors LLC grew its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 13.3% in the second quarter, Holdings Channel reports. The fund owned 7,910 shares of the CRM provider’s stock after purchasing an additional 929 shares during the period. Central Valley Advisors LLC’s holdings in Salesforce were worth $2,157,000 at the end […]

Sivia Capital Partners LLC increased its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 46.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,066 shares of the information technology services provider’s stock after purchasing an additional 660 shares […]

Hardin Capital Partners LLC raised its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,444 shares of the company’s stock after purchasing an additional 368 shares […]

Procyon Advisors LLC reduced its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.6% 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 11,321 shares of the company’s stock after selling 181 shares during the […]

Sapient Capital LLC trimmed its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 94,083 shares of the credit services provider’s stock after selling 2,197 shares during the period. Mastercard accounts […]

Mirador Capital Partners LP increased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 2.6% in the second quarter, Holdings Channel reports. The firm owned 7,956 shares of the enterprise software provider’s stock after buying an additional 198 shares during the period. Mirador Capital Partners LP’s holdings in Oracle were worth $1,739,000 […]

Aaron Wealth Advisors LLC lifted its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 18.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,880 shares of the company’s stock after purchasing an additional 1,082 shares during […]

Triumph Capital Management trimmed its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 19.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,996 shares of the enterprise software provider’s stock after selling 490 shares during the period. Triumph Capital Management’s holdings […]

Sivia Capital Partners LLC grew its position in Oracle Corporation (NYSE:ORCL – Free Report) by 21.5% in the second quarter, HoldingsChannel reports. The fund owned 4,348 shares of the enterprise software provider’s stock after acquiring an additional 768 shares during the quarter. Sivia Capital Partners LLC’s holdings in Oracle were worth $951,000 at the end […]

Baron Wealth Management LLC grew its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 6.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,803 shares of the retailer’s stock after buying an additional 557 shares during the quarter. […]

Krilogy Financial LLC raised its position in Pfizer Inc. (NYSE:PFE – Free Report) by 22.9% during the second quarter, HoldingsChannel.com reports. The firm owned 62,220 shares of the biopharmaceutical company’s stock after buying an additional 11,590 shares during the quarter. Krilogy Financial LLC’s holdings in Pfizer were worth $1,508,000 as of its most recent SEC […]

Westbourne Investments Inc. grew its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 501.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,635 shares of the company’s stock after purchasing an additional 23,875 shares during the quarter. Vertiv […]

Baron Wealth Management LLC reduced its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 9.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,218 shares of the entertainment giant’s stock after selling 350 shares during the quarter. Baron Wealth Management LLC’s holdings in Walt Disney were worth $399,000 […]

Radnor Capital Management LLC grew its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,093 shares of the retailer’s stock after purchasing an additional 847 shares during […]

Gateway Investment Advisers LLC reduced its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.1% during the second quarter, Holdings Channel.com reports. The fund owned 156,967 shares of the industrial products company’s stock after selling 114 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Caterpillar were worth $60,936,000 at the […]

Breakwater Capital Group lowered its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,918 shares of the company’s stock after selling 42 shares during the […]

Fjell Capital LLC raised its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,194 shares of the company’s stock after buying an additional 188 shares during the […]

StrongBox Wealth LLC boosted its position in RTX Corporation (NYSE:RTX – Free Report) by 2.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,973 shares of the company’s stock after buying an additional 697 shares during the quarter. RTX makes up about 1.9% […]

Post Resch Tallon Group Inc. purchased a new position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 454 shares of the company’s stock, valued at approximately $231,000. Several other large investors have also recently made changes […]

Blodgett Wealth Advisors LLC boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.5% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 5,856 shares of the home improvement retailer’s stock after buying an additional 31 shares during the quarter. Home Depot comprises 1.7% of Blodgett Wealth Advisors LLC’s holdings, […]

Sunpointe LLC acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the second quarter, Holdings Channel.com reports. The firm acquired 3,539 shares of the home improvement retailer’s stock, valued at approximately $785,000. Other institutional investors and hedge funds have also made changes to their positions in the company. Wood Tarver Financial […]

FOCUS Wealth Advisors LLC trimmed its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 702 shares of the home improvement retailer’s stock after selling 30 shares during the quarter. FOCUS […]

Sapient Capital LLC cut its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 86,465 shares of the Internet television network’s stock after selling 1,440 shares during the period. Netflix accounts […]