Home » Markets
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 »