SPC Financial Inc. lessened its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 6.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 350 shares of the Internet television network’s stock after selling 25 shares during the quarter. SPC Financial […]

Lion Street Advisors LLC increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.3% in the 2nd quarter, Holdings Channel reports. The firm owned 2,773 shares of the medical research company’s stock after buying an additional 36 shares during the period. Lion Street Advisors LLC’s holdings in Amgen were worth $774,000 […]

Talbot Financial LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 19.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 229,273 shares of the information services provider’s stock after purchasing an additional 37,585 shares during the quarter. […]

NorthRock Partners LLC lifted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 12.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,799 shares of the company’s stock after purchasing an additional 525 shares during the quarter. […]

Cyr Financial Inc. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 14.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,519 shares of the e-commerce giant’s stock after purchasing an additional 561 shares during the quarter. Amazon.com comprises approximately 0.8% of Cyr […]

OFI Invest Asset Management boosted its position in Kenvue Inc. (NYSE:KVUE – Free Report) by 705.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 26,979 shares of the company’s stock after buying an additional 23,630 shares during the period. OFI Invest Asset Management’s holdings in Kenvue were worth $565,000 as of its most […]

Acorn Creek Capital LLC boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 4.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,632 shares of the retailer’s stock after purchasing an additional 157 shares during the period. Acorn Creek Capital LLC’s holdings in Walmart were […]

Index Fund Advisors Inc. bought a new position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 5,423 shares of the software maker’s stock, valued at approximately $626,000. Several other hedge funds have also modified […]

Lion Street Advisors LLC lessened its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 3.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 641 shares of the information technology services provider’s stock after selling 23 shares during the quarter. Lion […]

LRI Investments LLC boosted its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 5.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,896 shares of the healthcare product maker’s stock after purchasing an additional 212 shares during the quarter. LRI […]

Kintegral Advisory LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 139,053 shares of the network equipment provider’s stock after selling 210 shares during the period. […]

Vest Financial LLC lifted its holdings in shares of Baker Hughes Company (NASDAQ:BKR – Free Report) by 66.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 742,494 shares of the company’s stock after purchasing an additional 296,796 shares during the period. Vest […]

Wealth Architects LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 22,077 shares of the network equipment provider’s stock after selling 1,603 shares during the period. Wealth Architects LLC’s holdings in Cisco Systems […]

Wealth Architects LLC lifted its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 2.4% in the second quarter, HoldingsChannel.com reports. The fund owned 6,185 shares of the healthcare product maker’s stock after buying an additional 144 shares during the quarter. Wealth Architects LLC’s holdings in Abbott Laboratories were worth $841,000 at the end of […]

Lion Street Advisors LLC boosted its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 5.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 9,706 shares of the oil and gas company’s stock after buying an additional 517 shares during the quarter. Lion Street Advisors LLC’s holdings in Chevron were worth $1,390,000 at the […]

Checchi Capital Advisers LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,103 shares of the information services provider’s stock after selling 134 shares during the quarter. Checchi Capital Advisers LLC’s […]

Cypress Capital Group grew its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 6.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,079 shares of the company’s stock after purchasing an additional 604 shares during […]

Trust Co. of Toledo NA OH purchased a new position in shares of Loews Corporation (NYSE:L – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 650 shares of the insurance provider’s stock, valued at approximately $60,000. Other institutional investors […]

Fifth Third Wealth Advisors LLC lowered its position in shares of Ford Motor Company (NYSE:F – Free Report) by 6.8% in the second quarter, HoldingsChannel.com reports. The fund owned 44,101 shares of the auto manufacturer’s stock after selling 3,228 shares during the quarter. Fifth Third Wealth Advisors LLC’s holdings in Ford Motor were worth $478,000 […]

Index Fund Advisors Inc. raised its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 147.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 954 shares of the information technology services provider’s stock after acquiring an additional 569 shares […]

Griffin Asset Management Inc. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 20.5% during the second quarter, HoldingsChannel.com reports. The firm owned 20,644 shares of the industrial products company’s stock after purchasing an additional 3,515 shares during the period. Griffin Asset Management Inc.’s holdings in Caterpillar were worth $8,014,000 at […]

NorthRock Partners LLC boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 21.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,782 shares of the ride-sharing company’s stock after purchasing an additional 3,961 shares during the period. NorthRock […]

Endowment Wealth Management Inc. lessened its position in Oracle Corporation (NYSE:ORCL – Free Report) by 5.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,132 shares of the enterprise software provider’s stock after selling 123 shares during the period. Endowment Wealth Management Inc.’s holdings in Oracle were […]

Astoria Portfolio Advisors LLC. lowered its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,844 shares of the software company’s stock after selling 87 shares during the quarter. Astoria Portfolio Advisors […]

Lion Street Advisors LLC raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 17.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,055 shares of the medical equipment provider’s stock after acquiring an additional 159 shares during the […]

Concord Asset Management LLC VA reduced its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 7.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,069 shares of the industrial products company’s stock after selling 174 shares during the quarter. Concord […]

Cypress Capital Group boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 73,839 shares of the biopharmaceutical company’s stock after purchasing an additional 1,570 shares during the period. […]

Wealth Architects LLC bought a new position in shares of FedEx Corporation (NYSE:FDX – Free Report) in the second quarter, HoldingsChannel.com reports. The firm bought 950 shares of the shipping service provider’s stock, valued at approximately $216,000. A number of other institutional investors and hedge funds have also made changes to their positions in FDX. […]

Astoria Portfolio Advisors LLC. raised its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,071 shares of the network equipment provider’s stock after purchasing an additional 637 shares during the quarter. Astoria […]

Apollon Wealth Management LLC raised its position in Cigna Group (NYSE:CI – Free Report) by 6.3% during the second quarter, according to its most recent filing with the SEC. The firm owned 9,538 shares of the health services provider’s stock after purchasing an additional 563 shares during the period. Apollon Wealth Management LLC’s holdings in […]

Apollon Wealth Management LLC decreased its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 1.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,316 shares of the company’s stock after selling 300 shares during the period. […]

IFP Advisors Inc increased its position in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 9.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,662 shares of the company’s stock after buying an additional 310 shares during the quarter. IFP […]

Griffin Asset Management Inc. reduced its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 30.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,068 shares of the CRM provider’s stock after selling 897 shares during the quarter. Griffin Asset Management Inc.’s […]

Total Clarity Wealth Management Inc. lifted its stake in U.S. Bancorp (NYSE:USB – Free Report) by 89.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 25,491 shares of the financial services provider’s stock after acquiring an additional 12,003 shares during the period. Total Clarity Wealth Management Inc.’s holdings in U.S. Bancorp were worth $1,153,000 […]

Stack Financial Management Inc lowered its stake in shares of Dover Corporation (NYSE:DOV – Free Report) by 2.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 80,274 shares of the industrial products company’s stock after selling 1,685 shares during the quarter. Stack Financial Management […]

ONE Advisory Partners LLC lessened its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,696 shares of the exchange traded fund’s stock after selling 1,791 shares during […]

Bill Few Associates Inc. lowered its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 15,616 shares of the conglomerate’s stock after selling 295 shares during the quarter. Honeywell International makes up about 1.0% […]

Dynamic Financial Group cut its stake in AT&T Inc. (NYSE:T – Free Report) by 1.6% in the second quarter, Holdings Channel reports. The institutional investor owned 31,934 shares of the technology company’s stock after selling 535 shares during the period. AT&T makes up about 0.9% of Dynamic Financial Group’s investment portfolio, making the stock its […]

St. Louis Trust Co bought a new position in The Walt Disney Company (NYSE:DIS – 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 bought 1,981 shares of the entertainment giant’s stock, valued at approximately $246,000. Other hedge funds […]

Apollon Wealth Management LLC reduced its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 8.6% in the second quarter, Holdings Channel.com reports. The institutional investor owned 32,347 shares of the semiconductor company’s stock after selling 3,035 shares during the period. Apollon Wealth Management LLC’s holdings in Marvell Technology were worth $2,504,000 […]

Bill Few Associates Inc. raised its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,610 shares of the coffee company’s stock after buying an additional 165 shares during the quarter. […]

MGO One Seven LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.8% during the second quarter, Holdings Channel.com reports. The firm owned 48,952 shares of the entertainment giant’s stock after purchasing an additional 2,260 shares during the period. MGO One Seven LLC’s holdings in Walt Disney were […]

Cypress Capital Group boosted its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 4.1% in the 2nd quarter, Holdings Channel reports. The firm owned 50,200 shares of the company’s stock after purchasing an additional 1,956 shares during the period. Philip Morris International comprises about 1.1% of Cypress Capital Group’s portfolio, making the […]

Griffin Asset Management Inc. decreased its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 21.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 67,574 shares of the natural resource company’s stock after selling 18,920 shares during the period. […]

Atria Wealth Solutions Inc. lowered its stake in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 25.8% in the second quarter, Holdings Channel reports. The institutional investor owned 568,085 shares of the company’s stock after selling 197,270 shares during the period. Atria Wealth Solutions Inc.’s holdings in Capital Group Growth ETF were […]

Atria Wealth Solutions Inc. cut its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 56.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 199,582 shares of the exchange traded fund’s stock after selling 263,452 shares during the period. Atria Wealth Solutions Inc.’s holdings in iShares Gold Trust were worth $12,450,000 […]

M.E. Allison & CO. Inc. grew its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 9.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,689 shares of the company’s stock after acquiring an additional 145 shares during […]

Cypress Capital Group lifted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 25.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,036 shares of the industrial products company’s stock after acquiring an additional 416 shares during the quarter. Cypress […]

Envestnet Portfolio Solutions Inc. trimmed its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 7.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 90,067 shares of the exchange traded fund’s stock after selling 6,960 shares during […]

Envestnet Portfolio Solutions Inc. boosted its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 2.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 224,229 shares of the oil and gas company’s stock after buying an additional 4,566 shares during the period. […]