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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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
QRG Capital Management Inc. Purchases 510 Shares of EMCOR Group, Inc. $EME
QRG Capital Management Inc. boosted its position in EMCOR Group, Inc. (NYSE:EME – Free Report) by 18.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
BankPlus Trust Department Has $1.42 Million Holdings in Deere & Company $DE
BankPlus Trust Department raised its position in Deere & Company (NYSE:DE – Free Report) by 1.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Morton Capital Management LLC CA Sells 747 Shares of Vanguard Dividend Appreciation ETF $VIG
Morton Capital Management LLC CA lessened its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.1% in the second quarter, HoldingsChannel reports. The fund owned 23,574 shares of the company’s... More of this article »
Abel Hall LLC Takes Position in BlackRock Enhanced Global Dividend Trust $BOE
Abel Hall LLC acquired a new stake in shares of BlackRock Enhanced Global Dividend Trust (NYSE:BOE – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 33,000 shares... More of this article »
Bear Mountain Capital Inc. Purchases 3,792 Shares of iShares MSCI EAFE Small-Cap ETF $SCZ
Bear Mountain Capital Inc. raised its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 1.2% during the second quarter, Holdings Channel reports. The firm owned 319,966 shares of the company’s stock... More of this article »
Canopy Partners LLC Trims Stock Position in American Tower Corporation $AMT
Canopy Partners LLC lessened its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 26.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Williams Companies, Inc. (The) $WMB Shares Purchased by Simplicity Wealth LLC
Simplicity Wealth LLC boosted its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 105.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV is Simplicity Wealth LLC’s 4th Largest Position
Simplicity Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.6% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Independent Solutions Wealth Management LLC Decreases Stock Holdings in SPDR Gold Shares $GLD
Independent Solutions Wealth Management LLC reduced its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Shell Asset Management Co. Increases Stock Position in Jacobs Solutions Inc. $J
Shell Asset Management Co. grew its position in Jacobs Solutions Inc. (NYSE:J – Free Report) by 61.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Kingswood Wealth Advisors LLC Reduces Stock Position in iShares Russell 2000 ETF $IWM
Kingswood Wealth Advisors LLC lowered its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 17.7% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Joel Isaacson & Co. LLC Purchases 7,956 Shares of AGNC Investment Corp. $AGNC
Joel Isaacson & Co. LLC lifted its stake in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 40.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
KLP Kapitalforvaltning AS Increases Stock Holdings in The Bank of New York Mellon Corporation $BK
KLP Kapitalforvaltning AS increased its holdings in shares of The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Takes $159,000 Position in Direxion Daily TSLA Bull 2X Shares $TSLL
Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL – Free Report) in the second quarter, according to its most recent 13F filing with the... More of this article »
Steel Dynamics, Inc. $STLD Stake Lifted by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. raised its position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 4.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 19,313 shares of the basic materials... More of this article »
Broadridge Financial Solutions, Inc. $BR Stock Holdings Reduced by Ascent Group LLC
Ascent Group LLC trimmed its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Mirae Asset Global Investments Co. Ltd. Purchases 6,236 Shares of Duolingo, Inc. $DUOL
Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) by 965.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Broadcom Inc. $AVGO Stock Position Trimmed by Jackson Wealth Management LLC
Jackson Wealth Management LLC lessened its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Pure Portfolios Holdings LLC Purchases New Holdings in Philip Morris International Inc. $PM
Pure Portfolios Holdings LLC purchased a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
RMG Wealth Management LLC Makes New $52,000 Investment in Boston Scientific Corporation $BSX
RMG Wealth Management LLC bought a new stake in Boston Scientific Corporation (NYSE:BSX – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
SteelPeak Wealth LLC Buys 2,611 Shares of Western Digital Corporation $WDC
SteelPeak Wealth LLC boosted its stake in Western Digital Corporation (NASDAQ:WDC – Free Report) by 10.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG
Simplicity Wealth LLC purchased a new stake in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Invesco S&P 500 Quality ETF $SPHQ Shares Sold by Merit Financial Group LLC
Merit Financial Group LLC reduced its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Grimes & Company Inc. Acquires New Holdings in Fidelity MSCI Consumer Discretionary Index ETF $FDIS
Grimes & Company Inc. acquired a new stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 2,959... More of this article »
Carnival Corporation $CCL Shares Bought by Simplicity Wealth LLC
Simplicity Wealth LLC boosted its position in shares of Carnival Corporation (NYSE:CCL – Free Report) by 153.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,469... More of this article »
Wealthcare Advisory Partners LLC Buys Shares of 37,068 Fidelity Small-Mid Multifactor ETF $FSMD
Wealthcare Advisory Partners LLC acquired a new stake in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Agilent Technologies, Inc. $A Shares Sold by Checchi Capital Advisers LLC
Checchi Capital Advisers LLC lessened its position in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
111 Capital Acquires New Shares in NMI Holdings Inc $NMIH
111 Capital acquired a new stake in NMI Holdings Inc (NASDAQ:NMIH – Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 5,066 shares of the financial services provider’s... More of this article »
Raub Brock Capital Management LP Has $7.25 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM
Raub Brock Capital Management LP raised its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 2.4% during the second quarter, Holdings Channel reports. The firm owned 31,908 shares of the company’s... More of this article »
AdaptHealth Corp. $AHCO Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in AdaptHealth Corp. (NASDAQ:AHCO – Free Report) by 21.6% in the second quarter, according to its most recent filing with the Securities... More of this article »
Ameritas Advisory Services LLC Sells 1,617 Shares of iShares Russell Top 200 Growth ETF $IWY
Ameritas Advisory Services LLC reduced its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 55.1% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »