Breakwater Capital Group increased its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 1.9% in the 2nd quarter, Holdings Channel reports. The firm owned 5,344 shares of the company’s stock after purchasing an additional 99 shares during the period. Breakwater Capital Group’s holdings in RTX were worth $780,000 at the end of […]

NorthCrest Asset Manangement LLC increased its position in SAP SE (NYSE:SAP – Free Report) by 1.2% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 79,767 shares of the software maker’s stock after acquiring an additional 976 shares during the period. NorthCrest Asset Manangement LLC’s holdings in SAP were worth $24,227,000 at the end […]

Wedmont Private Capital boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 66,786 shares of the retailer’s stock after acquiring an additional 3,245 shares during the period. Wedmont Private Capital’s holdings in Walmart were worth $6,466,000 […]

Swedbank AB lifted its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,854,905 shares of the business services provider’s stock after purchasing an additional 6,764 shares during the period. […]

Marshall Financial Group LLC boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 12.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,132 shares of the software company’s stock after buying an additional 566 shares during the period. Marshall […]

Marshall Financial Group LLC lessened its stake in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 17.1% in the 2nd quarter, Holdings Channel reports. The firm owned 6,465 shares of the business services provider’s stock after selling 1,331 shares during the period. Marshall Financial Group LLC’s holdings in Cintas were worth $1,406,000 at the […]

Polianta Ltd purchased a new position in shares of iShares MSCI Eurozone ETF (BATS:EZU – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 230,800 shares of the company’s stock, valued at approximately $13,721,000. iShares MSCI Eurozone ETF accounts for approximately 5.9% […]

Bath Savings Trust Co lowered its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 1.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,565 shares of the fast-food giant’s stock after selling 390 shares during the period. Bath Savings Trust Co’s […]

Bigelow Investment Advisors LLC lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.6% during the second quarter, Holdings Channel.com reports. The fund owned 1,131 shares of the software company’s stock after acquiring an additional 50 shares during the period. Bigelow Investment Advisors LLC’s holdings in Adobe were worth $438,000 as […]

Park Capital Management LLC WI cut its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 27.8% in the 2nd quarter, Holdings Channel reports. The firm owned 574 shares of the specialty retailer’s stock after selling 221 shares during the period. Park Capital Management LLC WI’s holdings in Ulta Beauty were worth […]

Bath Savings Trust Co trimmed its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,647 shares of the aerospace company’s stock after selling 75 shares during […]

Weinberger Asset Management Inc reduced its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 10.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,115 shares of the biopharmaceutical company’s stock after selling 1,693 shares during the […]

KMG Fiduciary Partners LLC increased its position in RTX Corporation (NYSE:RTX – Free Report) by 0.2% during the second quarter, Holdings Channel reports. The firm owned 64,820 shares of the company’s stock after buying an additional 101 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in RTX were worth $9,465,000 as of its most […]

Fulton Bank N.A. raised its stake in Realty Income Corporation (NYSE:O – Free Report) by 16.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,800 shares of the real estate investment trust’s stock after buying an additional 4,927 shares during […]

Fulton Bank N.A. reduced its holdings in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 6.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 35,375 shares of the pharmacy operator’s stock after selling 2,428 shares during the period. Fulton Bank N.A.’s holdings in CVS Health were worth $2,440,000 at the end of […]

Exchange Traded Concepts LLC raised its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 213.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,232 shares of the company’s stock after acquiring an additional 8,334 shares during the period. Exchange […]

FOCUS Wealth Advisors LLC trimmed its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,060 shares of the semiconductor manufacturer’s stock after selling 290 shares during the period. FOCUS […]

Gilman Hill Asset Management LLC raised its stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 1.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 172,915 shares of the utilities provider’s stock after buying an additional 2,282 […]

Goelzer Investment Management Inc. boosted its stake in ConocoPhillips (NYSE:COP – Free Report) by 30.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,385 shares of the energy producer’s stock after buying an additional 1,033 shares during the quarter. Goelzer Investment Management […]

Exchange Traded Concepts LLC cut its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 18.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 79,631 shares of the software company’s stock after selling 17,631 shares during the period. Exchange Traded […]

Shira Ridge Wealth Management acquired a new position in shares of McKesson Corporation (NYSE:MCK – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund acquired 284 shares of the company’s stock, valued at approximately $208,000. A number of other hedge funds have also added to or reduced their stakes in MCK. Capital A […]

Swedbank AB lowered its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 2,008,649 shares of the company’s stock after selling 86,007 shares during the period. Swedbank AB’s holdings in Johnson & Johnson were worth $306,821,000 as of its most recent filing with the […]

Longboard Asset Management LP purchased a new stake in Northern Trust Corporation (NASDAQ:NTRS – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 1,871 shares of the asset manager’s stock, valued at approximately $237,000. Other large investors have also made changes to their […]

Bigelow Investment Advisors LLC trimmed its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 9.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 5,018 shares of the biopharmaceutical company’s stock after selling 500 shares during the period. Bigelow Investment Advisors LLC’s holdings in Gilead Sciences were worth $556,000 at the end […]

Bigelow Investment Advisors LLC trimmed its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 3.2% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 8,394 shares of the credit services provider’s stock after selling 274 shares during the quarter. Bigelow Investment […]

Affiance Financial LLC grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 9.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 269,604 shares of the company’s stock after acquiring an additional 22,186 shares during the […]

High Net Worth Advisory Group LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 25.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,789 shares of the company’s stock after buying an additional 2,812 shares during the […]

Gilman Hill Asset Management LLC increased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,101 shares of the information services provider’s stock after buying an additional 486 shares during the period. Gilman Hill Asset […]

NorthCrest Asset Manangement LLC reduced its position in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 0.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 61,131 shares of the aerospace company’s stock after selling 509 shares […]

Baker Tilly Wealth Management LLC raised its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 48.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,491 shares of the healthcare product maker’s stock after buying an additional 1,803 shares during the […]

Financial Management Network Inc. boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,454 shares of the exchange traded fund’s stock after purchasing an additional 251 shares during the quarter. […]

Longboard Asset Management LP purchased a new position in shares of Crown Holdings, Inc. (NYSE:CCK – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,263 shares of the industrial products company’s stock, valued at approximately $233,000. Several […]

Threadgill Financial LLC boosted its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 29.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,549 shares of the home improvement retailer’s stock after purchasing an additional 4,173 shares during the period. […]

Moller Wealth Partners cut its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 43.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,013 shares of the company’s stock after selling 4,676 shares during the quarter. Moller Wealth […]

Gilman Hill Asset Management LLC grew its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,636 shares of the company’s stock after buying an additional 22 shares during the period. Gilman Hill Asset Management LLC’s holdings in Eli Lilly and Company […]

Exchange Traded Concepts LLC increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1,148.8% during the second quarter, HoldingsChannel reports. The institutional investor owned 341,725 shares of the company’s stock after acquiring an additional 314,360 shares during the quarter. Palantir Technologies comprises 0.6% of Exchange Traded Concepts LLC’s investment portfolio, making the […]

Moller Wealth Partners lowered its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 360,832 shares of the company’s stock after selling 4,886 shares […]

Wedmont Private Capital raised its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,975 shares of the company’s stock after purchasing an additional 1,228 shares […]

Baker Tilly Wealth Management LLC cut its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,466 shares of the CRM provider’s stock after selling 105 shares during […]

Bath Savings Trust Co lessened its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 2.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,991 shares of the business services provider’s stock after selling 896 shares during […]

PFW Advisors LLC lowered its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 193,147 shares of the exchange traded fund’s stock after selling 10,539 shares during the period. […]

Bigelow Investment Advisors LLC lifted its stake in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 5.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,506 shares of the company’s stock after purchasing an additional 681 shares during the period. Bigelow Investment Advisors […]

Brooklyn FI LLC grew its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 292,825 shares of the exchange traded fund’s stock after purchasing an additional 19,473 shares during […]

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 3.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 62,328 shares of the basic materials company’s stock after purchasing an additional 1,987 shares during […]

Longboard Asset Management LP purchased a new stake in shares of NewMarket Corporation (NYSE:NEU – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 389 shares of the specialty chemicals company’s stock, valued at approximately $269,000. Other hedge funds […]

Gilman Hill Asset Management LLC cut its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 10.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,332 shares of the home improvement retailer’s stock after selling 275 […]

Goelzer Investment Management Inc. boosted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 7.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 7,325 shares of the enterprise software provider’s stock after acquiring an additional 495 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Oracle were worth $1,601,000 as of its […]

Marshall Financial Group LLC increased its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,780 shares of the business services provider’s stock after buying an additional 69 […]

Fortress Wealth Management Inc. increased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 0.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,714 shares of the company’s stock after acquiring an additional 225 shares […]

Polianta Ltd purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the 2nd quarter, Holdings Channel reports. The firm purchased 288,500 shares of the company’s stock, valued at approximately $8,427,000. Schwab U.S. Large-Cap Growth ETF accounts for about 3.6% of Polianta Ltd’s investment portfolio, making the stock […]