Elefante Mark B trimmed its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 816 shares of the software company’s stock after selling 85 shares during the period. Elefante Mark B’s holdings in Adobe […]

Vest Financial LLC boosted its stake in shares of ITT Inc. (NYSE:ITT – Free Report) by 25.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 29,067 shares of the conglomerate’s stock after buying an additional 5,931 shares during the quarter. Vest Financial LLC’s holdings […]

Community Bank N.A. cut its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 6.9% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 83,580 shares of the biopharmaceutical company’s stock after selling 6,168 shares during the quarter. Community Bank N.A.’s holdings in Pfizer […]

Elefante Mark B lowered its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 7.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,224 shares of the credit services provider’s stock after selling 940 shares during the quarter. Mastercard […]

Community Bank N.A. lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 165,121 shares of the network equipment provider’s stock after selling 2,495 shares during the […]

Edmp Inc. trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,891 shares of the network equipment provider’s stock after selling 1,041 shares during the […]

Kellett Wealth Advisors LLC trimmed its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 17.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,268 shares of the company’s stock after selling 667 shares during the quarter. Kellett Wealth Advisors LLC’s holdings […]

Community Bank N.A. lifted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 33,803 shares of the oil and gas company’s stock after acquiring an additional 75 shares during the quarter. Community Bank N.A.’s […]

IFC Advisors LLC lowered its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 0.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,792 shares of the asset manager’s stock after selling 128 shares during the period. IFC Advisors LLC’s holdings in Blackstone were worth […]

Revolve Wealth Partners LLC lowered its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 907 shares of the information technology services provider’s stock after selling 16 shares during the quarter. Revolve Wealth […]

Naviter Wealth LLC boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 1.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,436 shares of the healthcare product maker’s stock after buying an additional 462 shares during the quarter. […]

Elefante Mark B raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 124.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,317 shares of the company’s stock after buying an additional 729 […]

J.Safra Asset Management Corp decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,132 shares of the company’s stock after selling 63 shares during the quarter. J.Safra Asset Management […]

Baker Boyer National Bank lifted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 34.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,251 shares of the oil and gas company’s stock after acquiring an additional 840 shares during the quarter. […]

Community Bank N.A. lifted its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 5.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,782 shares of the business services provider’s stock after purchasing an additional 255 […]

Morningstar Investment Management LLC boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 19.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 57,082 shares of the biopharmaceutical company’s stock after acquiring an additional 9,270 shares during the quarter. […]

RoundAngle Advisors LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,109 shares of the company’s stock after purchasing an additional 97 shares during […]

Stephens Consulting LLC reduced its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 21.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,325 shares of the cell phone carrier’s stock after selling 370 shares during the period. […]

Inspire Investing LLC lifted its position in Codexis, Inc. (NASDAQ:CDXS – Free Report) by 29.2% in the second quarter, HoldingsChannel reports. The firm owned 162,912 shares of the biotechnology company’s stock after buying an additional 36,809 shares during the period. Inspire Investing LLC’s holdings in Codexis were worth $398,000 at the end of the most […]

Lion Street Advisors LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 531 shares of the company’s stock after acquiring an additional 21 shares during the period. Lion Street Advisors LLC’s […]

Cutler Investment Counsel LLC decreased its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 63,757 shares of the oil and gas company’s stock after selling 233 shares during the quarter. Cutler Investment […]

Revolve Wealth Partners LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 11.1% in the 2nd quarter, Holdings Channel.com reports. The fund owned 15,347 shares of the company’s stock after buying an additional 1,528 shares during the quarter. Vanguard Growth ETF comprises approximately 0.9% of Revolve Wealth Partners LLC’s portfolio, making […]

Frazier Financial Advisors LLC lifted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 17.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 710 shares of the fast-food giant’s stock after acquiring an additional 106 shares during the […]

Jag Capital Management LLC boosted its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 43,680 shares of the credit services provider’s stock after buying an additional 383 shares during the quarter. Mastercard accounts for approximately 2.7% of Jag Capital Management LLC’s […]

Inspire Investing LLC grew its stake in Blackbaud, Inc. (NASDAQ:BLKB – Free Report) by 10.9% in the second quarter, HoldingsChannel reports. The fund owned 6,113 shares of the technology company’s stock after acquiring an additional 603 shares during the period. Inspire Investing LLC’s holdings in Blackbaud were worth $393,000 at the end of the most […]

Baker Boyer National Bank bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,571 shares of the semiconductor manufacturer’s stock, valued at approximately $223,000. Several other institutional […]

Wilmington Savings Fund Society FSB lessened its holdings in Unilever PLC (NYSE:UL – Free Report) by 5.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 123,413 shares of the company’s stock after selling 6,942 shares during the quarter. Wilmington Savings Fund Society […]

Sagespring Wealth Partners LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.5% during the 2nd quarter, Holdings Channel reports. The firm owned 53,528 shares of the network equipment provider’s stock after purchasing an additional 3,258 shares during the quarter. Sagespring Wealth Partners LLC’s holdings in Cisco Systems were worth $3,714,000 […]

Wilmington Savings Fund Society FSB decreased its stake in RTX Corporation (NYSE:RTX – Free Report) by 6.7% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 111,327 shares of the company’s stock after selling 7,981 shares during the quarter. Wilmington Savings Fund Society FSB’s […]

Morningstar Investment Management LLC purchased a new position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,105 shares of the business services provider’s stock, valued at approximately $692,000. Several other hedge funds and […]

IFC Advisors LLC cut its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 79.6% during the second quarter, HoldingsChannel reports. The firm owned 3,181 shares of the company’s stock after selling 12,377 shares during the period. IFC Advisors LLC’s holdings in Mondelez International were worth $215,000 at the end of the most recent […]

Alpine Woods Capital Investors LLC increased its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 443.6% in the second quarter, HoldingsChannel.com reports. The firm owned 2,881 shares of the credit services provider’s stock after buying an additional 2,351 shares during the period. Alpine Woods Capital Investors LLC’s holdings in Mastercard were worth […]

Concord Asset Management LLC VA purchased a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the second quarter, Holdings Channel.com reports. The firm purchased 4,020 shares of the exchange traded fund’s stock, valued at approximately $359,000. Other large investors have also made changes to their positions in the company. […]

Morningstar Investment Management LLC grew its holdings in shares of Bank of America Corporation (NYSE:BAC) by 15.6% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,564 shares of the financial services provider’s stock after purchasing an additional 2,504 shares during […]

Sagespring Wealth Partners LLC grew its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 42.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 33,859 shares of the company’s stock after buying an additional 10,105 shares during the period. Sagespring Wealth Partners LLC’s holdings […]

Founders Grove Wealth Partners LLC grew its position in Abbott Laboratories (NYSE:ABT – Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,339 shares of the healthcare product maker’s stock after purchasing an additional 160 shares during […]

Frazier Financial Advisors LLC reduced its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 29.4% in the second quarter, according to its most recent filing with the SEC. The fund owned 645 shares of the cell phone carrier’s stock after selling 268 shares during the period. Frazier Financial Advisors LLC’s holdings […]

Defender Capital LLC. reduced its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 15.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 306,599 shares of the company’s stock after selling 54,614 shares during the quarter. Palantir Technologies makes up about […]

Sequoia Financial Advisors LLC grew its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 13.9% in the second quarter, HoldingsChannel.com reports. The firm owned 169,445 shares of the financial services provider’s stock after buying an additional 20,728 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Jefferies Financial Group […]

Community Bank N.A. trimmed its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 1.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,968 shares of the technology company’s stock after selling 1,653 shares during the period. International Business Machines […]

Wilmington Savings Fund Society FSB cut its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 220,267 shares of the apparel and home fashions retailer’s stock after selling 3,626 shares during […]

Baker Boyer National Bank reduced its holdings in Southern Company (The) (NYSE:SO – Free Report) by 1.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,582 shares of the utilities provider’s stock after selling 109 shares during the quarter. Baker […]

Perfromance Wealth Partners LLC lessened its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 2.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,012 shares of the company’s stock after selling 780 shares during the period. […]

Sequoia Financial Advisors LLC increased its holdings in AT&T Inc. (NYSE:T – Free Report) by 6.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 403,893 shares of the technology company’s stock after purchasing an additional 26,147 shares during the […]

Revolve Wealth Partners LLC lowered its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 580,816 shares of the company’s stock after selling 11,371 shares during the quarter. iShares […]

Alpine Woods Capital Investors LLC reduced its stake in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 9.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 164,267 shares of the financial services provider’s stock after selling […]

Morningstar Investment Management LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX – Free Report) during the second quarter, Holdings Channel reports. The fund purchased 7,124 shares of the coffee company’s stock, valued at approximately $653,000. A number of other hedge funds and other institutional investors also recently made changes to their positions in SBUX. […]

Wilmington Savings Fund Society FSB grew its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 415,464 shares of the cell phone carrier’s stock after buying an additional […]

Acorn Financial Advisory Services Inc. ADV lowered its stake in shares of Bank of America Corporation (NYSE:BAC) by 7.6% 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 12,500 shares of the financial services provider’s stock after selling […]

Wilmington Savings Fund Society FSB cut its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,915 shares of the business services provider’s stock after selling […]