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International Business Machines Corporation (NYSE:IBM) Stake Cut by Compass Capital Corp MA ADV
Compass Capital Corp MA ADV decreased its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 30.4% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Compass Capital Corp MA ADV Makes New $362,000 Investment in Shopify Inc. (NYSE:SHOP)
Compass Capital Corp MA ADV bought a new stake in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Trivant Custom Portfolio Group LLC Acquires Shares of 3,209 Oracle Corporation (NYSE:ORCL)
Trivant Custom Portfolio Group LLC bought a new stake in Oracle Corporation (NYSE:ORCL – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 3,209 shares of the enterprise software provider’s... More of this article »
Compass Capital Corp MA ADV Lowers Position in CocaCola Company (The) (NYSE:KO)
Compass Capital Corp MA ADV trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 30.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 5,877 shares of the company’s... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Decreased by Compass Capital Corp MA ADV
Compass Capital Corp MA ADV lowered its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 16.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Silver Oak Securities Incorporated Sells 70 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Silver Oak Securities Incorporated reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,808 shares of... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Catalina Capital Group LLC
Catalina Capital Group LLC trimmed its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 50.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,218... More of this article »
ERn Financial LLC Purchases 633 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
ERn Financial LLC increased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
CWA Asset Management Group LLC Trims Position in Costco Wholesale Corporation (NASDAQ:COST)
CWA Asset Management Group LLC cut its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.7% in the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Aspiriant LLC Acquires 117 Shares of Costco Wholesale Corporation (NASDAQ:COST)
Aspiriant LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.8% during the first quarter, Holdings Channel.com reports. The fund owned 2,131 shares of the retailer’s stock after buying... More of this article »
Brady Martz Wealth Solutions LLC Trims Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Brady Martz Wealth Solutions LLC lessened its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 0.7% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Short Interest Up 35.2% in May
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Free Report) saw a large growth in short interest in May. As of May 31st, there was short interest totalling 12,480,000 shares, a growth of 35.2% from the May 15th total... More of this article »
Johnson Investment Counsel Inc. Boosts Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Johnson Investment Counsel Inc. grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 14.5% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Autumn Glory Partners LLC Sells 370 Shares of GE Vernova Inc. (NYSE:GEV)
Autumn Glory Partners LLC reduced its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 33.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Catalina Capital Group LLC Has $233,000 Stock Position in Parker-Hannifin Corporation (NYSE:PH)
Catalina Capital Group LLC reduced its stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 47.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Bigelow Investment Advisors LLC Has $618,000 Stock Position in Gilead Sciences, Inc. (NASDAQ:GILD)
Bigelow Investment Advisors LLC raised its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
MGO Private Wealth LLC Buys 1,733 Shares of Invesco QQQ (NASDAQ:QQQ)
MGO Private Wealth LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 110.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 3,295 shares of the exchange traded fund’s stock after acquiring... More of this article »
Curran Financial Partners LLC Buys New Shares in AT&T Inc. (NYSE:T)
Curran Financial Partners LLC bought a new position in shares of AT&T Inc. (NYSE:T – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Merrion Investment Management Co LLC Acquires Shares of 2,830 Uber Technologies, Inc. (NYSE:UBER)
Merrion Investment Management Co LLC bought a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) during the first quarter, HoldingsChannel.com reports. The firm bought 2,830 shares of the ride-sharing company’s... More of this article »
ORG Wealth Partners LLC Purchases 193 Shares of Philip Morris International Inc. (NYSE:PM)
ORG Wealth Partners LLC boosted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 6.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 3,080 shares of the company’s... More of this article »
Beacon Capital Management LLC Acquires 58 Shares of Visa Inc. (NYSE:V)
Beacon Capital Management LLC raised its holdings in Visa Inc. (NYSE:V – Free Report) by 3.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,548 shares of the credit-card processor’s... More of this article »
Aspiriant LLC Has $6.82 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Aspiriant LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.3% in the first quarter, Holdings Channel.com reports. The fund owned 43,632 shares of the information services provider’s stock... More of this article »
Beacon Capital Management LLC Grows Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Beacon Capital Management LLC grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Community Bank N.A. Sells 1,213 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
Community Bank N.A. lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 74.3% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 419 shares... More of this article »
Optivise Advisory Services LLC Sells 20 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)
Optivise Advisory Services LLC cut its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 4.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 424 shares of the exchange... More of this article »
Hartford Financial Management Inc. Has $63,000 Stake in Lockheed Martin Corporation (NYSE:LMT)
Hartford Financial Management Inc. trimmed its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 30.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Bought by Sterling Investment Counsel LLC
Sterling Investment Counsel LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 78.2% in the first quarter, according to its most recent disclosure with the Securities and... More of this article »
Plimoth Trust Co. LLC Trims Holdings in Cummins Inc. (NYSE:CMI)
Plimoth Trust Co. LLC reduced its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 13.6% during the first quarter, Holdings Channel.com reports. The institutional investor owned 1,173 shares of the company’s stock... More of this article »
Adams Asset Advisors LLC Sells 609 Shares of Procter & Gamble Company (The) (NYSE:PG)
Adams Asset Advisors LLC decreased its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 14.3% during the 1st quarter, HoldingsChannel reports. The firm owned 3,641 shares of the company’s stock... More of this article »
Target Corporation (NYSE:TGT) Shares Sold by Plimoth Trust Co. LLC
Plimoth Trust Co. LLC decreased its stake in Target Corporation (NYSE:TGT – Free Report) by 11.9% during the 1st quarter, Holdings Channel reports. The firm owned 8,587 shares of the retailer’s stock after selling 1,164... More of this article »
Compass Capital Corp MA ADV Has $3.30 Million Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Compass Capital Corp MA ADV lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 13.3% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 12,889 shares of... More of this article »
United Advisor Group LLC Has $1.73 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)
United Advisor Group LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by United Advisor Group LLC
United Advisor Group LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 20.1% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Redwood Wealth Management Group LLC Has $382,000 Stock Position in Adobe Inc. (NASDAQ:ADBE)
Redwood Wealth Management Group LLC lowered its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Duncan Williams Asset Management LLC
Duncan Williams Asset Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.2% in the first quarter, HoldingsChannel.com reports. The firm owned 1,044,607 shares of... More of this article »
Global X Japan Co. Ltd. Purchases 4,083 Shares of Intuit Inc. (NASDAQ:INTU)
Global X Japan Co. Ltd. raised its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 11.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
McHugh Group LLC Invests $1.19 Million in BlackRock (NYSE:BLK)
McHugh Group LLC acquired a new position in shares of BlackRock (NYSE:BLK – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor ... More of this article »Grandview Asset Management LLC Boosts Stake in Walmart Inc. (NYSE:WMT)
Grandview Asset Management LLC boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 4.6% in the 1st quarter, HoldingsChannel reports. The fund owned 27,168 shares of the retailer’s stock after acquiring an... More of this article »Walmart Inc. (NYSE:WMT) Shares Acquired by Summa Corp.
Summa Corp. boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
PSI Advisors LLC Decreases Stock Position in Exxon Mobil Corporation (NYSE:XOM)
PSI Advisors LLC reduced its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 6.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Steel Grove Capital Advisors LLC Has $550,000 Stock Holdings in ServiceNow, Inc. (NYSE:NOW)
Steel Grove Capital Advisors LLC reduced its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 690 shares of the... More of this article »
PUREfi Wealth LLC Boosts Stock Holdings in Exxon Mobil Corporation (NYSE:XOM)
PUREfi Wealth LLC raised its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 15.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Robertson Stephens Wealth Management LLC Decreases Stock Position in U.S. Bancorp (NYSE:USB)
Robertson Stephens Wealth Management LLC reduced its position in U.S. Bancorp (NYSE:USB – Free Report) by 16.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
PSI Advisors LLC Buys 70 Shares of Broadcom Inc. (NASDAQ:AVGO)
PSI Advisors LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.1% during the first quarter, Holdings Channel.com reports. The institutional investor owned 700 shares of the semiconductor manufacturer’s... More of this article »
GFS Advisors LLC Makes New $2.71 Million Investment in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
GFS Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
DB Fitzpatrick & Co Inc Sells 372 Shares of Stryker Corporation (NYSE:SYK)
DB Fitzpatrick & Co Inc decreased its position in Stryker Corporation (NYSE:SYK – Free Report) by 9.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Autumn Glory Partners LLC Acquires Shares of 646 Amgen Inc. (NASDAQ:AMGN)
Autumn Glory Partners LLC acquired a new stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund acquired 646 shares of the medical research company’s stock,... More of this article »
Catalina Capital Group LLC Trims Stock Holdings in Abbott Laboratories (NYSE:ABT)
Catalina Capital Group LLC trimmed its position in Abbott Laboratories (NYSE:ABT – Free Report) by 64.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »