Prospera Financial Services Inc boosted its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 0.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 237,895 shares of the asset manager’s stock after purchasing an additional 777 shares during the quarter. Blackstone accounts for about 0.7% of Prospera Financial Services Inc’s portfolio, making the […]

Keystone Financial Services reduced its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 36.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,339 shares of the enterprise software provider’s stock after selling 4,266 shares during the period. Oracle makes up 0.5% of […]

ZEGA Investments LLC reduced its stake in McKesson Corporation (NYSE:MCK – Free Report) by 4.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,970 shares of the company’s stock after selling 125 shares during the period. ZEGA Investments LLC’s holdings in […]

Paradigm Asset Management Co. LLC increased its position in Citigroup Inc. (NYSE:C – Free Report) by 10.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,800 shares of the company’s stock after purchasing an additional 1,900 shares during the […]

One Degree Advisors Inc grew its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 16.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 16,443 shares of the iPhone maker’s stock after buying an additional 2,316 shares during the period. Apple makes up 1.2% […]

Prospera Financial Services Inc lowered its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 20,653 shares of the medical equipment provider’s stock after selling 1,028 shares during the quarter. Prospera Financial Services Inc’s holdings in Intuitive Surgical were worth $11,224,000 at the end […]

Van Cleef Asset Management Inc lowered its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.3% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 442,598 shares of the company’s stock after selling 6,004 shares during the quarter. Palantir Technologies makes up 6.5% of Van Cleef Asset Management Inc’s investment portfolio, making […]

Prospera Financial Services Inc boosted its holdings in Energy Transfer LP (NYSE:ET – Free Report) by 125.3% in the second quarter, Holdings Channel reports. The firm owned 1,036,611 shares of the pipeline company’s stock after purchasing an additional 576,572 shares during the quarter. Prospera Financial Services Inc’s holdings in Energy Transfer were worth $18,795,000 as […]

Van Cleef Asset Management Inc lowered its position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 143,272 shares of the business services provider’s stock after selling 876 shares during the […]

Bryn Mawr Trust Advisors LLC raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 20.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,228 shares of the medical equipment provider’s stock after purchasing an additional 381 shares during the […]

Paradigm Asset Management Co. LLC decreased its holdings in shares of Bank of America Corporation (NYSE:BAC) by 38.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 73,925 shares of the financial services provider’s stock after selling 46,500 shares during the […]

Vestmark Advisory Solutions Inc. reduced its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 24.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 74,272 shares of the financial services provider’s stock after selling 23,809 shares during […]

KCM Investment Advisors LLC lowered its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 36.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,593 shares of the transportation company’s stock after selling 32,238 shares during the […]

Prospera Financial Services Inc cut its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 89,142 shares of the company’s stock after selling 2,100 shares during the quarter. Prospera Financial Services Inc’s holdings in Johnson & Johnson were worth $13,628,000 at […]

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 7.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 487,858 shares of the industrial products company’s stock after acquiring an additional 32,714 shares […]