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Sax Wealth Advisors LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Sax Wealth Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Visa Inc. $V is Capital City Trust Co. FL’s 10th Largest Position
Capital City Trust Co. FL decreased its position in Visa Inc. (NYSE:V – Free Report) by 0.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,874 shares of the credit-card processor’s... More of this article »
Valeo Financial Advisors LLC Has $12.10 Million Stock Position in Exxon Mobil Corporation $XOM
Valeo Financial Advisors LLC lowered its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 112,214... More of this article »
Cortland Associates Inc. MO Sells 545 Shares of PepsiCo, Inc. $PEP
Cortland Associates Inc. MO lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 24.9% during the 2nd quarter, Holdings Channel reports. The fund owned 1,640 shares of the company’s stock after selling... More of this article »
WoodTrust Financial Corp Purchases 112,275 Shares of Bank of America Corporation $BAC
WoodTrust Financial Corp boosted its stake in shares of Bank of America Corporation (NYSE:BAC) by 723.1% during the second quarter, Holdings Channel reports. The fund owned 127,802 shares of the financial services provider’s... More of this article »
Traphagen Investment Advisors LLC Cuts Position in Bank of America Corporation $BAC
Traphagen Investment Advisors LLC trimmed its holdings in Bank of America Corporation (NYSE:BAC) by 2.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
WestEnd Advisors LLC Sells 24,580 Shares of Welltower Inc. $WELL
WestEnd Advisors LLC reduced its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 15.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Coinbase Global, Inc. $COIN Shares Bought by Meitav Investment House Ltd.
Meitav Investment House Ltd. increased its holdings in Coinbase Global, Inc. (NASDAQ:COIN) by 4.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,874 shares of the cryptocurrency exchange’s... More of this article »
Meitav Investment House Ltd. Buys 723 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Meitav Investment House Ltd. raised its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 8.4% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 9,333 shares of... More of this article »
Spectrum Asset Management Inc. NB CA Buys 3,671 Shares of iShares MSCI USA Min Vol Factor ETF $USMV
Spectrum Asset Management Inc. NB CA grew its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 3.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 119,806 shares of... More of this article »
Louisiana State Employees Retirement System Has $14.95 Million Position in Philip Morris International Inc. $PM
Louisiana State Employees Retirement System lowered its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 1.8% in the second quarter, HoldingsChannel.com reports. The fund owned 82,100 shares of the company’s... More of this article »
Louisiana State Employees Retirement System Lowers Stake in Comcast Corporation $CMCSA
Louisiana State Employees Retirement System reduced its holdings in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 2.0% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Valeo Financial Advisors LLC Raises Holdings in Vanguard S&P Mid-Cap 400 ETF $IVOO
Valeo Financial Advisors LLC raised its holdings in shares of Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 472.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 12,675 shares of the... More of this article »
2,060 Shares in Agnico Eagle Mines Limited $AEM Acquired by Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC acquired a new position in Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) during the second quarter, HoldingsChannel.com reports. The fund acquired 2,060 shares of the mining... More of this article »
Louisiana State Employees Retirement System Sells 900 Shares of Linde PLC $LIN
Louisiana State Employees Retirement System decreased its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 1.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 59,200 shares of the basic materials company’s... More of this article »
Louisiana State Employees Retirement System Has $6.78 Million Position in Monster Beverage Corporation $MNST
Louisiana State Employees Retirement System lowered its holdings in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 0.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 108,300 shares of the company’s... More of this article »
Louisiana State Employees Retirement System Has $8.75 Million Stake in S&P Global Inc. $SPGI
Louisiana State Employees Retirement System cut its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 1.8% during the second quarter, Holdings Channel.com reports. The fund owned 16,600 shares of the business services... More of this article »
Traphagen Investment Advisors LLC Has $2.56 Million Holdings in iShares 3-7 Year Treasury Bond ETF $IEI
Traphagen Investment Advisors LLC cut its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 5.2% in the second quarter, Holdings Channel.com reports. The firm owned 21,479 shares of the company’s... More of this article »
Checchi Capital Advisers LLC Buys Shares of 2,492 Wheaton Precious Metals Corp. $WPM
Checchi Capital Advisers LLC bought a new stake in shares of Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
iShares Core Total USD Bond Market ETF $IUSB Stock Holdings Trimmed by Venturi Wealth Management LLC
Venturi Wealth Management LLC reduced its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 0.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
KLP Kapitalforvaltning AS Boosts Stock Holdings in Autodesk, Inc. $ADSK
KLP Kapitalforvaltning AS increased its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 0.8% during the second quarter, according to its most recent filing with the SEC. The fund owned 98,912 shares of the software company’s... More of this article »
Sachetta LLC Reduces Position in Exelon Corporation $EXC
Sachetta LLC lessened its stake in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 38.7% during the 2nd quarter, Holdings Channel reports. The firm owned 1,048 shares of the company’s stock after selling 661... More of this article »
Domino’s Pizza Inc $DPZ Shares Sold by Roundview Capital LLC
Roundview Capital LLC reduced its stake in shares of Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 42.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sachetta LLC Acquires 575 Shares of First Trust Senior Loan ETF $FTSL
Sachetta LLC lifted its position in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 293.4% during the second quarter, HoldingsChannel.com reports. The fund owned 771 shares of the company’s stock after purchasing... More of this article »
170 Shares in iShares Russell 1000 Value ETF $IWD Purchased by RMG Wealth Management LLC
RMG Wealth Management LLC bought a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Watershed Private Wealth LLC Sells 6,395 Shares of SPDR Portfolio Emerging Markets ETF $SPEM
Watershed Private Wealth LLC reduced its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 19.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Madden Advisory Services Inc. Trims Stake in Welltower Inc. $WELL
Madden Advisory Services Inc. reduced its position in Welltower Inc. (NYSE:WELL – Free Report) by 6.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Eli Lilly and Company $LLY Shares Sold by Watershed Private Wealth LLC
Watershed Private Wealth LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.4% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 348 shares of the company’s... More of this article »
2,840 Shares in Uber Technologies, Inc. $UBER Acquired by Trueblood Wealth Management LLC
Trueblood Wealth Management LLC acquired a new position in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Trueblood Wealth Management LLC Purchases Shares of 1,475 Palantir Technologies Inc. $PLTR
Trueblood Wealth Management LLC purchased a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Arcataur Capital Management LLC Acquires 1,757 Shares of iShares Core S&P Small-Cap ETF $IJR
Arcataur Capital Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.5% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Shell Asset Management Co. Has $4.17 Million Position in Kimberly-Clark Co. $KMB
Shell Asset Management Co. increased its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 39.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,310 shares of... More of this article »
SPDR Dow Jones Industrial Average ETF Trust $DIA Position Boosted by Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC lifted its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 2.6% during the 2nd quarter, according to its most recent Form 13F filing with the... More of this article »
Valley National Advisers Inc. Grows Stock Position in The Sherwin-Williams Company $SHW
Valley National Advisers Inc. raised its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 68.0% in the second quarter, HoldingsChannel reports. The institutional investor owned 84 shares of the specialty... More of this article »
The Mosaic Company $MOS Shares Acquired by Triasima Portfolio Management inc.
Triasima Portfolio Management inc. grew its stake in The Mosaic Company (NYSE:MOS – Free Report) by 54.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Proffitt & Goodson Inc. Has $527,000 Stock Holdings in Valero Energy Corporation $VLO
Proffitt & Goodson Inc. lessened its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 3.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Triasima Portfolio Management inc. Has $5.58 Million Stock Position in Iamgold Corporation $IAG
Triasima Portfolio Management inc. grew its position in Iamgold Corporation (NYSE:IAG – Free Report) (TSE:IMG) by 189.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 759,188 shares of... More of this article »
Zoetis Inc. $ZTS Shares Acquired by Citizens National Bank Trust Department
Citizens National Bank Trust Department grew its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 19.8% in the 2nd quarter, HoldingsChannel reports. The firm owned 8,119 shares of the company’s stock after purchasing... More of this article »
Winthrop Advisory Group LLC Cuts Stock Holdings in Blue Owl Capital Corporation $OBDC
Winthrop Advisory Group LLC trimmed its position in shares of Blue Owl Capital Corporation (NYSE:OBDC – Free Report) by 5.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Visa Inc. $V Shares Acquired by Wealthcare Capital Partners LLC
Wealthcare Capital Partners LLC grew its position in Visa Inc. (NYSE:V – Free Report) by 3.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Sax Wealth Advisors LLC Acquires 278 Shares of iShares Russell 1000 Value ETF $IWD
Sax Wealth Advisors LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Triasima Portfolio Management inc. Raises Stock Position in Unum Group $UNM
Triasima Portfolio Management inc. increased its stake in Unum Group (NYSE:UNM – Free Report) by 47.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Reviewing Amerant Bancorp (AMTB) and Its Rivals
Amerant Bancorp (NYSE:AMTB – Get Free Report) is one of 57 public companies in the “National Commercial Banks” industry, but how does it compare to its peers? We will compare Amerant Bancorp to related companies based... More of this article »
Colony Family Offices LLC Lowers Stock Position in CocaCola Company (The) $KO
Colony Family Offices LLC cut its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 19.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,184 shares of the company’s... More of this article »
DMC Group LLC Lowers Stock Holdings in Jabil, Inc. $JBL
DMC Group LLC lowered its holdings in Jabil, Inc. (NYSE:JBL – Free Report) by 11.5% in the second quarter, Holdings Channel.com reports. The firm owned 1,349 shares of the technology company’s stock after selling 176 shares... More of this article »
Watershed Private Wealth LLC Lowers Stake in Columbia EM Core ex-China ETF $XCEM
Watershed Private Wealth LLC decreased its position in shares of Columbia EM Core ex-China ETF (NYSEARCA:XCEM – Free Report) by 48.9% during the second quarter, HoldingsChannel reports. The firm owned 80,351 shares of the company’s... More of this article »
Pure Portfolios Holdings LLC Acquires 120 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Pure Portfolios Holdings LLC lifted its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.4% during the 2nd quarter, Holdings Channel reports. The firm owned 2,342 shares of the company’s... More of this article »
NBT Bank N A NY Reduces Holdings in iShares Core S&P Mid-Cap ETF $IJH
NBT Bank N A NY trimmed its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »