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Ascent Wealth Partners LLC Has $299,000 Holdings in S&P Global Inc. (NYSE:SPGI)
Ascent Wealth Partners LLC lessened its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 14.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Sollinda Capital Management LLC Cuts Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)
Sollinda Capital Management LLC cut its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 37.0% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Farther Finance Advisors LLC Acquires 6,645 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Farther Finance Advisors LLC raised its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 1.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 411,526 shares of the company’s... More of this article »
Balanced Rock Investment Advisors LLC Grows Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)
Balanced Rock Investment Advisors LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 8.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 8,104 shares of the... More of this article »
Freeport-McMoRan Inc. (NYSE:FCX) Shares Bought by Van ECK Associates Corp
Van ECK Associates Corp boosted its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 28.6% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 3,249,134 shares of the... More of this article »
Spire Wealth Management Purchases 1,192 Shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA)
Spire Wealth Management increased its stake in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 7.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Spire Wealth Management Cuts Stake in Paycom Software, Inc. (NYSE:PAYC)
Spire Wealth Management decreased its stake in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) by 13.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,625 shares of... More of this article »
Spire Wealth Management Invests $2.98 Million in Mattel, Inc. (NASDAQ:MAT)
Spire Wealth Management bought a new stake in shares of Mattel, Inc. (NASDAQ:MAT – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
AGCO Co. (NYSE:AGCO) Shares Sold by Spire Wealth Management
Spire Wealth Management lessened its holdings in AGCO Co. (NYSE:AGCO – Free Report) by 11.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Banque Cantonale Vaudoise Boosts Stake in Waters Co. (NYSE:WAT)
Banque Cantonale Vaudoise grew its stake in shares of Waters Co. (NYSE:WAT – Free Report) by 30.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,811... More of this article »
Ingalls & Snyder LLC Trims Holdings in DTE Energy (NYSE:DTE)
Ingalls & Snyder LLC trimmed its holdings in DTE Energy (NYSE:DTE – Free Report) by 1.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Catalytic Wealth RIA LLC Sells 236 Shares of Parker-Hannifin Co. (NYSE:PH)
Catalytic Wealth RIA LLC decreased its position in Parker-Hannifin Co. (NYSE:PH – Free Report) by 18.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Commonwealth Equity Services LLC Sells 238,180 Shares of FS KKR Capital Corp. (NYSE:FSK)
Commonwealth Equity Services LLC lessened its holdings in shares of FS KKR Capital Corp. (NYSE:FSK – Free Report) by 5.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Dominion Energy, Inc. (NYSE:D) Shares Sold by NBT Bank N A NY
NBT Bank N A NY lessened its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 4.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 19,893 shares of the utilities provider’s... More of this article »
IFG Advisory LLC Invests $1.33 Million in Advanced Micro Devices, Inc. (NASDAQ:AMD)
IFG Advisory LLC bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the second quarter, HoldingsChannel.com reports. The fund bought 8,207 shares of the semiconductor manufacturer’s stock,... More of this article »
IFG Advisory LLC Sells 152 Shares of Amgen Inc. (NASDAQ:AMGN)
IFG Advisory LLC lessened its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
IFG Advisory LLC Purchases New Position in UnitedHealth Group Incorporated (NYSE:UNH)
IFG Advisory LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Oceaneering International, Inc. (NYSE:OII) Shares Acquired by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC increased its stake in Oceaneering International, Inc. (NYSE:OII – Free Report) by 10.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Private Ocean LLC Acquires New Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)
Private Ocean LLC acquired a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Values Added Financial LLC Lowers Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Values Added Financial LLC lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Values Added Financial LLC Purchases 92 Shares of The Home Depot, Inc. (NYSE:HD)
Values Added Financial LLC boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.9% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,641 shares of the home improvement... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Stock Holdings Increased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.5% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
JMG Financial Group Ltd. Sells 2,707 Shares of Vanguard Value ETF (NYSEARCA:VTV)
JMG Financial Group Ltd. reduced its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 5.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Janus International Group, Inc. (NYSE:JBI) Shares Acquired by Sage Mountain Advisors LLC
Sage Mountain Advisors LLC lifted its stake in shares of Janus International Group, Inc. (NYSE:JBI – Free Report) by 4.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Sold by Weatherly Asset Management L. P.
Weatherly Asset Management L. P. reduced its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Spire Wealth Management Sells 236 Shares of Atkore Inc. (NYSE:ATKR)
Spire Wealth Management reduced its position in Atkore Inc. (NYSE:ATKR – Free Report) by 0.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,497... More of this article »
Spire Wealth Management Has $4.88 Million Stock Holdings in Darden Restaurants, Inc. (NYSE:DRI)
Spire Wealth Management lessened its stake in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 11.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Banque Cantonale Vaudoise Makes New Investment in Axon Enterprise, Inc. (NASDAQ:AXON)
Banque Cantonale Vaudoise purchased a new stake in Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 7,216 shares of the biotechnology... More of this article »
Conagra Brands, Inc. (NYSE:CAG) Shares Sold by Banque Cantonale Vaudoise
Banque Cantonale Vaudoise lessened its holdings in shares of Conagra Brands, Inc. (NYSE:CAG – Free Report) by 35.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Cutter & CO Brokerage Inc. Has $83,000 Holdings in Hanesbrands Inc. (NYSE:HBI)
Cutter & CO Brokerage Inc. decreased its position in Hanesbrands Inc. (NYSE:HBI – Free Report) by 10.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Cutter & CO Brokerage Inc. Has $162,000 Stake in Pitney Bowes Inc. (NYSE:PBI)
Cutter & CO Brokerage Inc. lifted its stake in shares of Pitney Bowes Inc. (NYSE:PBI – Free Report) by 6.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
TransDigm Group Incorporated (NYSE:TDG) Shares Sold by Legacy Advisors LLC
Legacy Advisors LLC trimmed its position in TransDigm Group Incorporated (NYSE:TDG – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Legacy Advisors LLC Sells 3,420 Shares of Hess Co. (NYSE:HES)
Legacy Advisors LLC lowered its stake in Hess Co. (NYSE:HES – Free Report) by 66.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,732... More of this article »
KKR & Co. Inc. (NYSE:KKR) Shares Sold by Legacy Advisors LLC
Legacy Advisors LLC reduced its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 56.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Legacy Advisors LLC Purchases 2,344 Shares of Cognex Co. (NASDAQ:CGNX)
Legacy Advisors LLC grew its position in Cognex Co. (NASDAQ:CGNX – Free Report) by 15.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,625... More of this article »
3,241 Shares in Citigroup Inc. (NYSE:C) Purchased by Klingman & Associates LLC
Klingman & Associates LLC acquired a new position in shares of Citigroup Inc. (NYSE:C – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Americana Partners LLC Buys 74 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Americana Partners LLC raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
WP Advisors LLC Has $858,000 Stock Holdings in FedEx Co. (NYSE:FDX)
WP Advisors LLC decreased its position in shares of FedEx Co. (NYSE:FDX – Free Report) by 3.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Rothschild Investment LLC Purchases New Stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Rothschild Investment LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Sold by Sabal Trust CO
Sabal Trust CO lowered its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT) Shares Bought by Balanced Rock Investment Advisors LLC
Balanced Rock Investment Advisors LLC grew its stake in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 5.7% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Balanced Rock Investment Advisors LLC Reduces Position in General Motors (NYSE:GM)
Balanced Rock Investment Advisors LLC reduced its position in shares of General Motors (NYSE:GM – Free Report) (TSE:GMM.U) by 2.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Bellevue Asset Management LLC Has $9.03 Million Holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)
Bellevue Asset Management LLC boosted its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 6.2% during the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
Sage Mountain Advisors LLC Boosts Stock Position in Cadence Design Systems, Inc. (NASDAQ:CDNS)
Sage Mountain Advisors LLC grew its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 22.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
NBT Bank N A NY Has $1.17 Million Position in 3M (NYSE:MMM)
NBT Bank N A NY lifted its stake in 3M (NYSE:MMM – Free Report) by 4.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,471 shares of the conglomerate’s... More of this article »
Catalytic Wealth RIA LLC Invests $172,000 in Despegar.com, Corp. (NYSE:DESP)
Catalytic Wealth RIA LLC purchased a new stake in Despegar.com, Corp. (NYSE:DESP – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Commonwealth Equity Services LLC Purchases 75,037 Shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Commonwealth Equity Services LLC increased its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 5.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Sage Mountain Advisors LLC Boosts Stock Holdings in Simon Property Group, Inc. (NYSE:SPG)
Sage Mountain Advisors LLC raised its holdings in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 132.0% during the second quarter, according to its most recent filing with the SEC. The firm owned 3,926 shares... More of this article »