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L.K. Benson & Company P.C. Purchases New Shares in iShares 0-3 Month Treasury Bond ETF $SGOV
L.K. Benson & Company P.C. acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
L.K. Benson & Company P.C. Cuts Stake in Avantis International Equity ETF $AVDE
L.K. Benson & Company P.C. reduced its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 1.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 30,268 shares of the company’s... More of this article »
L.K. Benson & Company P.C. Raises Stock Holdings in Alerian MLP ETF $AMLP
L.K. Benson & Company P.C. raised its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Shares Sold by NBT Bank N A NY
NBT Bank N A NY lowered its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 3.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,425... More of this article »
Morey & Quinn Wealth Partners LLC Sells 4,625 Shares of Enterprise Products Partners L.P. $EPD
Morey & Quinn Wealth Partners LLC lowered its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 6.9% in the 2nd quarter, Holdings Channel reports. The fund owned 62,398 shares of the oil and gas... More of this article »
Tandem Capital Management Corp ADV Raises Position in The Boeing Company $BA
Tandem Capital Management Corp ADV grew its position in The Boeing Company (NYSE:BA – Free Report) by 3.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Morey & Quinn Wealth Partners LLC Lowers Stock Holdings in Amplify CWP Enhanced Dividend Income ETF $DIVO
Morey & Quinn Wealth Partners LLC lowered its holdings in shares of Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO – Free Report) by 6.7% during the second quarter, according to its most recent disclosure with... More of this article »
Peak Financial Management Inc. Sells 3,917 Shares of Fidelity MSCI Materials Index ETF $FMAT
Peak Financial Management Inc. cut its holdings in Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) by 8.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Critical Review: Crawford United (OTCMKTS:CRAWA) and Ingersoll Rand (NYSE:IR)
Crawford United (OTCMKTS:CRAWA – Get Free Report) and Ingersoll Rand (NYSE:IR – Get Free Report) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength... More of this article »
Vanguard International High Dividend Yield ETF $VYMI Shares Sold by Valmark Advisers Inc.
Valmark Advisers Inc. reduced its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 0.4% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
First Merchants Corp Sells 1,625 Shares of Philip Morris International Inc. $PM
First Merchants Corp cut its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 8.1% 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 »
Maryland State Retirement & Pension System Purchases 3,100 Shares of The Walt Disney Company $DIS
Maryland State Retirement & Pension System raised its position in The Walt Disney Company (NYSE:DIS – Free Report) by 3.7% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Maryland State Retirement & Pension System Increases Position in SBA Communications Corporation $SBAC
Maryland State Retirement & Pension System raised its holdings in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent disclosure with... More of this article »
Moody’s Corporation $MCO Shares Sold by Louisiana State Employees Retirement System
Louisiana State Employees Retirement System cut its stake in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 1.2% in the second quarter, Holdings Channel.com reports. The fund owned 8,200 shares of the business... More of this article »
Walmart Inc. $WMT Shares Purchased by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 7.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Columbus Macro LLC Increases Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB
Columbus Macro LLC lifted its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 4.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 69,500... More of this article »
Hager Investment Management Services LLC Has $44,000 Holdings in PulteGroup, Inc. $PHM
Hager Investment Management Services LLC boosted its stake in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 33.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 420 shares of the construction company’s... More of this article »
Allegiance Financial Group Advisory Services LLC Boosts Holdings in DoorDash, Inc. $DASH
Allegiance Financial Group Advisory Services LLC raised its holdings in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 16.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 2,277 shares of the company’s... More of this article »
Ecolab Inc. $ECL Stock Position Decreased by Notis McConarty Edward
Notis McConarty Edward cut its stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 45.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,430 shares of the basic materials company’s stock after... More of this article »
Armstrong Fleming & Moore Inc Makes New Investment in Zillow Group, Inc. $Z
Armstrong Fleming & Moore Inc bought a new position in Zillow Group, Inc. (NASDAQ:Z – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Trifecta Capital Advisors LLC Purchases New Position in MP Materials Corp. $MP
Trifecta Capital Advisors LLC purchased a new stake in shares of MP Materials Corp. (NYSE:MP – Free Report) during the second quarter, Holdings Channel reports. The institutional investor purchased 4,300 shares of the company’s... More of this article »
Horizon Advisory Services Inc. Purchases 349 Shares of VanEck Natural Resources ETF $HAP
Horizon Advisory Services Inc. increased its position in VanEck Natural Resources ETF (NYSEARCA:HAP – Free Report) by 5.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 6,746 shares of the company’s... More of this article »
Columbia Advisory Partners LLC Sells 918 Shares of First Trust Enhanced Short Maturity ETF $FTSM
Columbia Advisory Partners LLC lessened its stake in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 19.2% in the second quarter, HoldingsChannel reports. The firm owned 3,856 shares of the company’s... More of this article »
Schrum Private Wealth Management LLC Trims Stock Position in Ameren Corporation $AEE
Schrum Private Wealth Management LLC lessened its holdings in shares of Ameren Corporation (NYSE:AEE – Free Report) by 8.9% in the 2nd quarter, HoldingsChannel reports. The firm owned 4,212 shares of the utilities provider’s... More of this article »
5,482 Shares in American Century Diversified Corporate Bond ETF $KORP Bought by Morey & Quinn Wealth Partners LLC
Morey & Quinn Wealth Partners LLC bought a new position in shares of American Century Diversified Corporate Bond ETF (NYSEARCA:KORP – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Morey & Quinn Wealth Partners LLC Has $2.04 Million Stock Position in The Allstate Corporation $ALL
Morey & Quinn Wealth Partners LLC trimmed its stake in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 0.9% during the second quarter, Holdings Channel reports. The firm owned 10,135 shares of the insurance... More of this article »
Joel Isaacson & Co. LLC Makes New Investment in Garmin Ltd. $GRMN
Joel Isaacson & Co. LLC acquired a new position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) during the 2nd quarter, Holdings Channel reports. The firm acquired 1,200 shares of the scientific and technical instruments... More of this article »
JPMorgan International Bond Opportunities ETF $JPIB Holdings Boosted by Peak Financial Management Inc.
Peak Financial Management Inc. raised its stake in shares of JPMorgan International Bond Opportunities ETF (BATS:JPIB – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent Form 13F filing... More of this article »
Maryland State Retirement & Pension System Takes Position in Barrick Mining Corporation $B
Maryland State Retirement & Pension System acquired a new stake in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) in the second quarter, according to the company in its most recent disclosure with... More of this article »
Maryland State Retirement & Pension System Acquires 59,638 Shares of Exelon Corporation $EXC
Maryland State Retirement & Pension System grew its holdings in Exelon Corporation (NASDAQ:EXC – Free Report) by 6.6% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Maryland State Retirement & Pension System Increases Stock Holdings in Cheniere Energy, Inc. $LNG
Maryland State Retirement & Pension System lifted its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 4.9% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
2,078 Shares in Vanguard Information Technology ETF $VGT Acquired by Capital Management Associates Inc
Capital Management Associates Inc purchased a new position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Louisiana State Employees Retirement System Decreases Holdings in Paychex, Inc. $PAYX
Louisiana State Employees Retirement System trimmed its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Serve Robotics’ (SERV) “Sell (D-)” Rating Reaffirmed at Weiss Ratings
Serve Robotics (NASDAQ:SERV – Get Free Report)‘s stock had its “sell (d-)” rating reaffirmed by investment analysts at Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. SERV has been the topic... More of this article »
The Goldman Sachs Group, Inc. $GS Shares Purchased by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,353 shares of the investment... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Acquired by E Fund Management Hong Kong Co. Ltd.
E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 41.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
E Fund Management Hong Kong Co. Ltd. Makes New $76,000 Investment in Reddit Inc. $RDDT
E Fund Management Hong Kong Co. Ltd. bought a new position in shares of Reddit Inc. (NYSE:RDDT – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund bought 506 shares of the company’s stock, valued at... More of this article »
Copperwynd Financial LLC Reduces Position in Caterpillar Inc. $CAT
Copperwynd Financial LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 26.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Stock Position Cut by Copperwynd Financial LLC
Copperwynd Financial LLC lessened its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 17.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 382,216 shares of the company’s... More of this article »
Weiss Ratings Reiterates “Hold (C)” Rating for Mid-America Apartment Communities (NYSE:MAA)
Mid-America Apartment Communities (NYSE:MAA – Get Free Report)‘s stock had its “hold (c)” rating reissued by equities researchers at Weiss Ratings in a research report issued on Wednesday,Weiss Ratings reports. MAA... More of this article »
Eagle Strategies LLC Sells 9,563 Shares of Snowflake Inc. $SNOW
Eagle Strategies LLC cut its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 74.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,360... More of this article »
Eagle Strategies LLC Acquires 122 Shares of Vanguard Large-Cap ETF $VV
Eagle Strategies LLC boosted its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Kingswood Wealth Advisors LLC Boosts Position in Nuveen ESG Large-Cap Value ETF $NULV
Kingswood Wealth Advisors LLC boosted its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 14.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Kingswood Wealth Advisors LLC Decreases Stock Holdings in iShares Silver Trust $SLV
Kingswood Wealth Advisors LLC trimmed its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 73.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Prime Capital Investment Advisors LLC Has $1.58 Million Stake in The Sherwin-Williams Company $SHW
Prime Capital Investment Advisors LLC decreased its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 9.2% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Clear Creek Financial Management LLC Cuts Position in Simplify Managed Futures Strategy ETF $CTA
Clear Creek Financial Management LLC lessened its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 62.4% in the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Clear Creek Financial Management LLC Has $7.59 Million Stock Holdings in First Trust Senior Loan ETF $FTSL
Clear Creek Financial Management LLC grew its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 6.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Castle Rock Wealth Management LLC Sells 419 Shares of Advanced Micro Devices, Inc. $AMD
Castle Rock Wealth Management LLC lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 11.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 3,315 shares of the semiconductor... More of this article »