Fulton Bank N.A. lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 0.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,264 shares of the Internet television network’s stock after acquiring an additional 63 shares […]

Swedbank AB grew its position in Salesforce Inc. (NYSE:CRM – Free Report) by 2.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 3,024,858 shares of the CRM provider’s stock after buying an additional 70,815 shares during the quarter. Salesforce makes up about 0.9% of Swedbank AB’s portfolio, making the stock its 15th largest holding. […]

Fulton Bank N.A. lowered its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 16.9% in the second quarter, HoldingsChannel reports. The firm owned 25,053 shares of the healthcare product maker’s stock after selling 5,105 shares during the quarter. Fulton Bank N.A.’s holdings in Abbott Laboratories were worth $3,407,000 as of its most […]

Swedbank AB grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 16.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,763,613 shares of the network equipment provider’s stock after buying an additional 1,221,736 shares during the period. Cisco Systems accounts […]

Swedbank AB cut its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,614,322 shares of the healthcare product maker’s stock after selling 14,006 shares during the quarter. Swedbank […]

Signal Advisors Wealth LLC raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 76,658 shares of the retailer’s stock after buying an additional 2,736 shares during the period. Signal Advisors Wealth LLC’s […]

Fulton Bank N.A. cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,108 shares of the network equipment provider’s stock after selling 6,720 shares during the quarter. Fulton Bank N.A.’s […]

Marshall Financial Group LLC reduced its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 17.2% during the second quarter, Holdings Channel.com reports. The firm owned 2,728 shares of the Internet television network’s stock after selling 566 shares during the quarter. Netflix accounts for approximately 0.7% of Marshall Financial Group LLC’s holdings, making the stock […]

Mn Services Vermogensbeheer B.V. increased its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 104,505 shares of the software maker’s stock after buying an additional 1,500 shares during the […]

Bath Savings Trust Co lifted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 68.2% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,906 shares of the company’s stock after buying an additional 773 shares during the quarter. Bath Savings Trust Co’s […]

Bigelow Investment Advisors LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,081 shares of the Internet television network’s stock after buying an additional 46 shares during the quarter. […]

Pines Wealth Management LLC purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 377 shares of the exchange traded fund’s stock, valued at approximately $210,000. Other institutional investors and hedge funds have […]

Atticus Wealth Management LLC increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 52.1% during the 2nd quarter, Holdings Channel reports. The fund owned 6,002 shares of the retailer’s stock after buying an additional 2,057 shares during the quarter. Atticus Wealth Management LLC’s holdings in Walmart were worth $587,000 at the […]

Sunflower Bank N.A. increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 15.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,785 shares of the entertainment giant’s stock after acquiring an additional 375 shares during the period. […]

Jackson Square Capital LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 42.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 50,150 shares of the network equipment provider’s stock after purchasing an additional 14,874 shares during the quarter. […]

Signal Advisors Wealth LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 349.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,073 shares of the company’s stock after acquiring an additional 3,166 […]

Baader Bank Aktiengesellschaft grew its position in Danaher Corporation (NYSE:DHR – Free Report) by 22.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,606 shares of the conglomerate’s stock after acquiring an additional 1,741 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Danaher […]

Longboard Asset Management LP acquired a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 285 shares of the software maker’s stock, valued at approximately $224,000. Several other large investors have also made changes to […]

Moller Wealth Partners boosted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 16.7% in the 2nd quarter, Holdings Channel reports. The firm owned 135,343 shares of the company’s stock after buying an additional 19,400 shares during the quarter. Vanguard Small-Cap ETF accounts for approximately 7.1% of Moller Wealth Partners’ portfolio, making the […]

High Net Worth Advisory Group LLC trimmed its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 15.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,066 shares of the biopharmaceutical company’s stock after selling 1,810 shares during the period. High Net Worth Advisory […]

Wealth Enhancement Advisory Services LLC trimmed its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 18.5% in the second quarter, Holdings Channel reports. The firm owned 74,171 shares of the Internet television network’s stock after selling 16,883 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Netflix were worth $96,214,000 […]

Atticus Wealth Management LLC lifted its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,752 shares of the fast-food giant’s stock after buying an additional 64 shares during the quarter. Atticus Wealth Management LLC’s […]

Sunflower Bank N.A. reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 13.4% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 621 shares of the medical equipment provider’s stock after selling 96 shares during the period. Sunflower Bank N.A.’s holdings in Intuitive Surgical were worth $337,000 at the end […]

Ayrshire Capital Management LLC raised its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 3.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 34,039 shares of the conglomerate’s stock after acquiring an additional 982 shares during the quarter. Danaher […]

Atticus Wealth Management LLC increased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 96.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,030 shares of the medical equipment provider’s stock after buying an additional 505 shares during the period. Atticus Wealth Management LLC’s […]

Pallas Capital Advisors LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,255 shares of the network equipment provider’s stock after selling 3,244 shares during the quarter. […]

Tompkins Financial Corp boosted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 20.2% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 25,607 shares of the company’s stock after purchasing an additional 4,303 shares during the period. Tompkins Financial Corp’s holdings in iShares Core MSCI EAFE ETF were […]

Secure Asset Management LLC lessened its position in shares of Bank of America Corporation (NYSE:BAC) by 27.3% in the second quarter, Holdings Channel.com reports. The firm owned 46,655 shares of the financial services provider’s stock after selling 17,556 shares during the period. Secure Asset Management LLC’s holdings in Bank of America were worth $2,208,000 as […]

Swedbank AB trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,310,047 shares of the healthcare conglomerate’s stock after selling 447,760 shares during the period. Swedbank AB owned 0.14% […]

Thrive Wealth Management LLC acquired a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the second quarter, Holdings Channel reports. The firm acquired 738 shares of the exchange traded fund’s stock, valued at approximately $225,000. A number of other hedge funds have also recently made changes to their positions in […]

Polianta Ltd raised its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 189,500 shares of the exchange traded fund’s stock after acquiring an additional 6,000 shares during the period. Vanguard […]

High Net Worth Advisory Group LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 860 shares of the exchange traded fund’s stock after buying an additional 37 […]

Baader Bank Aktiengesellschaft grew its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 116.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 3,022 shares of the company’s stock after acquiring an additional 1,628 shares during the period. Baader Bank Aktiengesellschaft’s holdings in GE Vernova were […]

Baker Tilly Wealth Management LLC lessened its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,311 shares of the exchange traded fund’s stock after selling 363 shares […]

Sumitomo Mitsui DS Asset Management Company Ltd raised its position in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 1.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 118,700 shares of the business services provider’s stock after purchasing an additional 1,212 shares […]

Waypoint Wealth Partners Inc. bought a new position in Abbott Laboratories (NYSE:ABT – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,983 shares of the healthcare product maker’s stock, valued at approximately $270,000. Several other institutional investors have also recently made […]

Dynamic Advisor Solutions LLC lifted its position in shares of Bank of America Corporation (NYSE:BAC) by 1.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 106,811 shares of the financial services provider’s stock after buying an additional 1,376 shares during the quarter. Dynamic Advisor […]

Compton Wealth Advisory Group LLC raised its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 77,378 shares of the company’s stock after buying an additional 4,439 shares during the quarter. […]

NorthCrest Asset Manangement LLC lessened its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 2.7% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 60,600 shares of the aerospace company’s stock after selling 1,690 shares during the period. Lockheed Martin accounts for […]

Affiance Financial LLC grew its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 10.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 203,828 shares of the exchange traded fund’s stock after buying an additional 19,640 shares during the […]

Wealth Enhancement Advisory Services LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.6% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 399,185 shares of the medical research company’s stock after purchasing an additional 14,017 shares during […]

Secure Asset Management LLC grew its holdings in AT&T Inc. (NYSE:T – Free Report) by 11.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 58,691 shares of the technology company’s stock after acquiring an additional 6,172 shares during the quarter. Secure Asset Management LLC’s […]

Waypoint Wealth Partners Inc. increased its stake in Chevron Corporation (NYSE:CVX – Free Report) by 47.5% during the second quarter, Holdings Channel reports. The firm owned 2,411 shares of the oil and gas company’s stock after acquiring an additional 776 shares during the period. Waypoint Wealth Partners Inc.’s holdings in Chevron were worth $345,000 at […]

Arbor Wealth Advisors LLC lessened its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.6% during the second quarter, Holdings Channel.com reports. The firm owned 18,221 shares of the company’s stock after selling 300 shares during the quarter. Vanguard Total Stock Market ETF makes up 4.5% of Arbor Wealth […]

Brooklyn FI LLC cut its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 585,121 shares of the company’s stock after selling 61,469 shares during the period. Vanguard FTSE Developed Markets ETF comprises about 8.6% of Brooklyn FI LLC’s portfolio, making the […]

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 6.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 335,372 shares of the aircraft producer’s stock after […]

Longboard Asset Management LP bought a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 386 shares of the investment management company’s stock, valued at approximately $273,000. Other institutional investors and hedge funds have also recently bought and sold shares […]

Secure Asset Management LLC trimmed its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 35.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,356 shares of the aerospace company’s stock after selling 1,817 shares during the period. […]

Taylor Hoffman Capital Management LLC reduced its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 14.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,115 shares of the oil and gas company’s stock after selling 2,022 shares during the […]

HWG Holdings LP boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,309 shares of the retailer’s stock after purchasing an additional 685 shares during […]