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Image for Eli Lilly and Company $LLY Shares Bought by Broderick Brian C

Eli Lilly and Company $LLY Shares Bought by Broderick Brian C

Broderick Brian C raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 18.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,511... More of this article »
Image for Puzo Michael J Has $758,000 Position in Deere & Company $DE

Puzo Michael J Has $758,000 Position in Deere & Company $DE

Puzo Michael J trimmed its position in Deere & Company (NYSE:DE – Free Report) by 13.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,490 shares of the industrial products company’s... More of this article »
Image for Grimes & Company Inc. Grows Stock Position in Deere & Company $DE

Grimes & Company Inc. Grows Stock Position in Deere & Company $DE

Grimes & Company Inc. raised its stake in shares of Deere & Company (NYSE:DE – Free Report) by 38.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 653 shares of the industrial... More of this article »
Image for Citizens National Bank Trust Department Raises Stock Position in Pfizer Inc. $PFE

Citizens National Bank Trust Department Raises Stock Position in Pfizer Inc. $PFE

Citizens National Bank Trust Department raised its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 0.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 46,103 shares of the biopharmaceutical company’s... More of this article »
Image for WoodTrust Financial Corp Acquires 630 Shares of Oracle Corporation $ORCL

WoodTrust Financial Corp Acquires 630 Shares of Oracle Corporation $ORCL

WoodTrust Financial Corp grew its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 17.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 4,230 shares of the enterprise... More of this article »
Image for Merck & Co., Inc. $MRK Stake Reduced by Hall Capital Management Co. Inc.

Merck & Co., Inc. $MRK Stake Reduced by Hall Capital Management Co. Inc.

Hall Capital Management Co. Inc. cut its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 16.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Mastercard Incorporated $MA Shares Bought by Canopy Partners LLC

Mastercard Incorporated $MA Shares Bought by Canopy Partners LLC

Canopy Partners LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,765... More of this article »
Image for Proffitt & Goodson Inc. Raises Stock Position in The Home Depot, Inc. $HD

Proffitt & Goodson Inc. Raises Stock Position in The Home Depot, Inc. $HD

Proffitt & Goodson Inc. lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 33.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 512 shares of the home improvement... More of this article »
Image for Roundview Capital LLC Sells 2,398 Shares of Applied Materials, Inc. $AMAT

Roundview Capital LLC Sells 2,398 Shares of Applied Materials, Inc. $AMAT

Roundview Capital LLC lessened its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 19.6% in the second quarter, Holdings Channel.com reports. The firm owned 9,853 shares of the manufacturing equipment... More of this article »
Image for Joel Isaacson & Co. LLC Purchases 101 Shares of Deere & Company $DE

Joel Isaacson & Co. LLC Purchases 101 Shares of Deere & Company $DE

Joel Isaacson & Co. LLC raised its position in Deere & Company (NYSE:DE – Free Report) by 7.6% during the second quarter, Holdings Channel reports. The fund owned 1,438 shares of the industrial products company’s... More of this article »
Image for Stryker Corporation $SYK Stock Holdings Decreased by Louisiana State Employees Retirement System

Stryker Corporation $SYK Stock Holdings Decreased by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System decreased its position in Stryker Corporation (NYSE:SYK – Free Report) by 2.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 18,100 shares... More of this article »
Image for REAP Financial Group LLC Buys 338 Shares of Caterpillar Inc. $CAT

REAP Financial Group LLC Buys 338 Shares of Caterpillar Inc. $CAT

REAP Financial Group LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 88.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for REAP Financial Group LLC Increases Stake in McDonald’s Corporation $MCD

REAP Financial Group LLC Increases Stake in McDonald’s Corporation $MCD

REAP Financial Group LLC grew its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 86.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 439 shares of the fast-food giant’s stock after... More of this article »
Image for Constellation Investments Inc. Has $100.75 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Constellation Investments Inc. Has $100.75 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Constellation Investments Inc. increased its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 94.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Image for Vanguard S&P 500 ETF $VOO is Asset Planning Corporation’s 8th Largest Position

Vanguard S&P 500 ETF $VOO is Asset Planning Corporation’s 8th Largest Position

Asset Planning Corporation increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,184... More of this article »
Image for RMG Wealth Management LLC Invests $47,000 in Applied Materials, Inc. $AMAT

RMG Wealth Management LLC Invests $47,000 in Applied Materials, Inc. $AMAT

RMG Wealth Management LLC bought a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the second quarter, Holdings Channel.com reports. The firm bought 243 shares of the manufacturing equipment provider’s... More of this article »
Image for Spectrum Asset Management Inc. NB CA Sells 841 Shares of Abbott Laboratories $ABT

Spectrum Asset Management Inc. NB CA Sells 841 Shares of Abbott Laboratories $ABT

Spectrum Asset Management Inc. NB CA lessened its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Shell Asset Management Co. Boosts Holdings in Cheniere Energy, Inc. $LNG

Shell Asset Management Co. Boosts Holdings in Cheniere Energy, Inc. $LNG

Shell Asset Management Co. raised its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 102.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Louisiana State Employees Retirement System Trims Stock Position in International Business Machines Corporation $IBM

Louisiana State Employees Retirement System Trims Stock Position in International Business Machines Corporation $IBM

Louisiana State Employees Retirement System cut its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for OLD National Bancorp IN Takes $279,000 Position in American Electric Power Company, Inc. $AEP

OLD National Bancorp IN Takes $279,000 Position in American Electric Power Company, Inc. $AEP

OLD National Bancorp IN bought a new stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Axon Enterprise, Inc $AXON Shares Acquired by Roundview Capital LLC

Axon Enterprise, Inc $AXON Shares Acquired by Roundview Capital LLC

Roundview Capital LLC lifted its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 25.8% in the second quarter, Holdings Channel reports. The institutional investor owned 1,461 shares of the biotechnology... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC

iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC

Watershed Private Wealth LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Mainsail Asset Management LLC Buys 207 Shares of Vanguard FTSE Developed Markets ETF $VEA

Mainsail Asset Management LLC Buys 207 Shares of Vanguard FTSE Developed Markets ETF $VEA

Mainsail Asset Management LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard Large-Cap ETF $VV Shares Sold by Ascent Group LLC

Vanguard Large-Cap ETF $VV Shares Sold by Ascent Group LLC

Ascent Group LLC cut its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 12.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Citizens National Bank Trust Department Increases Stock Holdings in Lowe’s Companies, Inc. $LOW

Citizens National Bank Trust Department Increases Stock Holdings in Lowe’s Companies, Inc. $LOW

Citizens National Bank Trust Department lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Amphenol Corporation $APH Stock Holdings Lessened by Navera Investment Management Ltd.

Amphenol Corporation $APH Stock Holdings Lessened by Navera Investment Management Ltd.

Navera Investment Management Ltd. reduced its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 18.6% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,127,643 shares of the electronics... More of this article »
Image for Prime Capital Investment Advisors LLC Sells 234 Shares of iShares Russell 1000 ETF $IWB

Prime Capital Investment Advisors LLC Sells 234 Shares of iShares Russell 1000 ETF $IWB

Prime Capital Investment Advisors LLC decreased its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.6% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Grimes & Company Inc. Has $372,000 Stock Holdings in Palo Alto Networks, Inc. $PANW

Grimes & Company Inc. Has $372,000 Stock Holdings in Palo Alto Networks, Inc. $PANW

Grimes & Company Inc. raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 38.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Winthrop Advisory Group LLC Buys 169 Shares of The Boeing Company $BA

Winthrop Advisory Group LLC Buys 169 Shares of The Boeing Company $BA

Winthrop Advisory Group LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 6.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for OLD National Bancorp IN Sells 1,598 Shares of United Parcel Service, Inc. $UPS

OLD National Bancorp IN Sells 1,598 Shares of United Parcel Service, Inc. $UPS

OLD National Bancorp IN lessened its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Shopify Inc. $SHOP Shares Sold by DMC Group LLC

Shopify Inc. $SHOP Shares Sold by DMC Group LLC

DMC Group LLC lessened its holdings in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 14.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Watershed Private Wealth LLC Boosts Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Watershed Private Wealth LLC Boosts Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Watershed Private Wealth LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 21.0% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Colony Family Offices LLC Has $1.50 Million Position in Vanguard FTSE Developed Markets ETF $VEA

Colony Family Offices LLC Has $1.50 Million Position in Vanguard FTSE Developed Markets ETF $VEA

Colony Family Offices LLC lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.8% during the second quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Vanguard Total Bond Market ETF $BND Shares Purchased by Bear Mountain Capital Inc.

Vanguard Total Bond Market ETF $BND Shares Purchased by Bear Mountain Capital Inc.

Bear Mountain Capital Inc. increased its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Image for Secured Retirement Advisors LLC Sells 17 Shares of Parker-Hannifin Corporation $PH

Secured Retirement Advisors LLC Sells 17 Shares of Parker-Hannifin Corporation $PH

Secured Retirement Advisors LLC cut its holdings in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 0.9% during the second quarter, Holdings Channel.com reports. The fund owned 1,949 shares of the industrial... More of this article »
Image for Louisiana State Employees Retirement System Sells 200 Shares of ServiceNow, Inc. $NOW

Louisiana State Employees Retirement System Sells 200 Shares of ServiceNow, Inc. $NOW

Louisiana State Employees Retirement System trimmed its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.8% during the second quarter, Holdings Channel reports. The fund owned 10,900 shares of the information technology... More of this article »
Image for Belpointe Asset Management LLC Decreases Stock Holdings in Schwab U.S. TIPS ETF $SCHP

Belpointe Asset Management LLC Decreases Stock Holdings in Schwab U.S. TIPS ETF $SCHP

Belpointe Asset Management LLC reduced its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Belpointe Asset Management LLC Sells 480 Shares of iShares Select Dividend ETF $DVY

Belpointe Asset Management LLC Sells 480 Shares of iShares Select Dividend ETF $DVY

Belpointe Asset Management LLC trimmed its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 4.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 9,749 shares of the company’s... More of this article »
Image for Magnolia Capital Management Ltd. Lowers Stake in Constellation Brands Inc $STZ

Magnolia Capital Management Ltd. Lowers Stake in Constellation Brands Inc $STZ

Magnolia Capital Management Ltd. trimmed its position in Constellation Brands Inc (NYSE:STZ – Free Report) by 6.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Lakeside Advisors INC. Sells 499 Shares of Verizon Communications Inc. $VZ

Lakeside Advisors INC. Sells 499 Shares of Verizon Communications Inc. $VZ

Lakeside Advisors INC. decreased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.8% during the second quarter, HoldingsChannel reports. The fund owned 5,186 shares of the cell phone carrier’s... More of this article »
Image for Critical Contrast: GE Vernova (NYSE:GEV) and Gevo (NASDAQ:GEVO)

Critical Contrast: GE Vernova (NYSE:GEV) and Gevo (NASDAQ:GEVO)

GE Vernova (NYSE:GEV – Get Free Report) and Gevo (NASDAQ:GEVO – Get Free Report) are both energy companies, but which is the better business? We will compare the two companies based on the strength of their valuation, institutional... More of this article »
Image for Valeo Financial Advisors LLC Acquires 73 Shares of Trane Technologies plc $TT

Valeo Financial Advisors LLC Acquires 73 Shares of Trane Technologies plc $TT

Valeo Financial Advisors LLC increased its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 3.7% during the second quarter, Holdings Channel reports. The fund owned 2,071 shares of the company’s... More of this article »
Image for Venturi Wealth Management LLC Purchases 239 Shares of BlackRock $BLK

Venturi Wealth Management LLC Purchases 239 Shares of BlackRock $BLK

Venturi Wealth Management LLC grew its position in shares of BlackRock (NYSE:BLK – Free Report) by 13.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for OLD National Bancorp IN Lowers Stake in Marriott International, Inc. $MAR

OLD National Bancorp IN Lowers Stake in Marriott International, Inc. $MAR

OLD National Bancorp IN lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 13.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Simplicity Wealth LLC Purchases 1,316 Shares of Chubb Limited $CB

Simplicity Wealth LLC Purchases 1,316 Shares of Chubb Limited $CB

Simplicity Wealth LLC raised its position in Chubb Limited (NYSE:CB – Free Report) by 194.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Sax Wealth Advisors LLC Raises Stock Holdings in Dimensional US Core Equity Market ETF $DFAU

Sax Wealth Advisors LLC Raises Stock Holdings in Dimensional US Core Equity Market ETF $DFAU

Sax Wealth Advisors LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 19.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Venturi Wealth Management LLC Sells 1,121,346 Shares of iShares Core MSCI EAFE ETF $IEFA

Venturi Wealth Management LLC Sells 1,121,346 Shares of iShares Core MSCI EAFE ETF $IEFA

Venturi Wealth Management LLC lessened its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 55.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for DMC Group LLC Decreases Stock Holdings in EOG Resources, Inc. $EOG

DMC Group LLC Decreases Stock Holdings in EOG Resources, Inc. $EOG

DMC Group LLC lowered its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 7.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,944 shares of the energy exploration... More of this article »
Image for Tcfg Wealth Management LLC Has $249,000 Position in Valero Energy Corporation $VLO

Tcfg Wealth Management LLC Has $249,000 Position in Valero Energy Corporation $VLO

Tcfg Wealth Management LLC lowered its holdings in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 8.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Abel Hall LLC Has $1.36 Million Stake in Avantis U.S. Equity ETF $AVUS

Abel Hall LLC Has $1.36 Million Stake in Avantis U.S. Equity ETF $AVUS

Abel Hall LLC grew its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 489.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »