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Financial Connections Group Inc. Has $441,000 Stock Holdings in Tesla, Inc. $TSLA
Financial Connections Group Inc. increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 69.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,390 shares of the... More of this article »
8,320 Shares in Vanguard Extended Market ETF $VXF Bought by Cypress Capital Group
Cypress Capital Group purchased a new position in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
John W. Brooker & Co. CPAs Decreases Stock Holdings in Apple Inc. $AAPL
John W. Brooker & Co. CPAs trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 94.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Ascent Capital Management LLC Has $5.85 Million Stake in Apple Inc. $AAPL
Ascent Capital Management LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Kooman & Associates Decreases Stock Holdings in Apple Inc. $AAPL
Kooman & Associates cut its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,532 shares... More of this article »
Apple Inc. $AAPL Holdings Decreased by West Branch Capital LLC
West Branch Capital LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.5% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 152,615 shares of the... More of this article »
Signature Resources Capital Management LLC Has $664,000 Position in Apple Inc. $AAPL
Signature Resources Capital Management LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Diversified Enterprises LLC Has $11.97 Million Stock Position in Microsoft Corporation $MSFT
Diversified Enterprises LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 24,066 shares of the software... More of this article »
Spirepoint Private Client LLC Has $29.55 Million Stock Holdings in Apple Inc. $AAPL
Spirepoint Private Client LLC reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Apple Inc. $AAPL Shares Sold by Encompass Wealth Advisors LLC
Encompass Wealth Advisors LLC lowered its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Eastover Investment Advisors LLC Has $12 Million Position in Microsoft Corporation $MSFT
Eastover Investment Advisors LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Corporation $MSFT Shares Acquired by Rainier Family Wealth Inc.
Rainier Family Wealth Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Envestnet Portfolio Solutions Inc. Has $87.48 Million Position in Dimensional International Small Cap ETF $DFIS
Envestnet Portfolio Solutions Inc. lowered its holdings in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 24.9% during the second quarter, according to its most recent Form 13F filing with the... More of this article »
Envestnet Portfolio Solutions Inc. Reduces Position in Goldman Sachs MarketBeta U.S. Equity ETF $GSUS
Envestnet Portfolio Solutions Inc. lessened its holdings in shares of Goldman Sachs MarketBeta U.S. Equity ETF (BATS:GSUS – Free Report) by 4.0% in the 2nd quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Vontobel Holding Ltd. Sells 813 Shares of Tapestry, Inc. $TPR
Vontobel Holding Ltd. decreased its stake in shares of Tapestry, Inc. (NYSE:TPR – Free Report) by 6.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 11,358 shares... More of this article »
Blair William & Co. IL Has $5.13 Million Holdings in GitLab Inc. $GTLB
Blair William & Co. IL raised its position in GitLab Inc. (NASDAQ:GTLB – Free Report) by 99.6% during the second quarter, Holdings Channel.com reports. The institutional investor owned 113,745 shares of the company’s... More of this article »
MGO One Seven LLC Buys 61,648 Shares of Amphenol Corporation $APH
MGO One Seven LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 162.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Inspire Investing LLC Purchases New Holdings in Brinker International, Inc. $EAT
Inspire Investing LLC bought a new position in Brinker International, Inc. (NYSE:EAT – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm bought 4,788 shares of the restaurant... More of this article »
1,495 Shares in Palantir Technologies Inc. $PLTR Purchased by Presilium Private Wealth LLC
Presilium Private Wealth LLC purchased a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
MGO One Seven LLC Buys 19,472 Shares of Palantir Technologies Inc. $PLTR
MGO One Seven LLC raised its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 52.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
SW Investment Management LLC Makes New Investment in Palantir Technologies Inc. $PLTR
SW Investment Management LLC acquired a new position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vontobel Holding Ltd. Has $856,000 Stock Position in Targa Resources, Inc. $TRGP
Vontobel Holding Ltd. raised its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 30.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
335 Shares in TKO Group Holdings, Inc. $TKO Purchased by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC acquired a new position in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Mirae Asset Global Investments Co. Ltd. Boosts Stock Holdings in NewAmsterdam Pharma Company N.V. $NAMS
Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS – Free Report) by 18.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
2,496 Shares in Albertsons Companies, Inc. $ACI Bought by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC purchased a new position in Albertsons Companies, Inc. (NYSE:ACI – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $69,000 Position in Sarepta Therapeutics, Inc. $SRPT
Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Sarepta Therapeutics, Inc. (NASDAQ:SRPT – Free Report) by 25.4% during the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Mirae Asset Global Investments Co. Ltd. Takes $49,000 Position in Teck Resources Ltd $TECK
Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of Teck Resources Ltd (NYSE:TECK – Free Report) (TSE:TECK) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »-logo-1200x675.png?v=20230920074015&w=240&h=220&zc=2){kind=logo}
Maplebear Inc. $CART Shares Sold by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. decreased its position in Maplebear Inc. (NASDAQ:CART – Free Report) by 68.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Dimensional US High Profitability ETF $DUHP Shares Acquired by Index Fund Advisors Inc.
Index Fund Advisors Inc. increased its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 9.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Fifth Third Wealth Advisors LLC Boosts Holdings in Newmont Corporation $NEM
Fifth Third Wealth Advisors LLC boosted its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 4.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 12,540 shares... More of this article »
Total Clarity Wealth Management Inc. Has $1.13 Million Stock Position in ProShares S&P 500 Aristocrats ETF $NOBL
Total Clarity Wealth Management Inc. reduced its position in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 7.4% during the second quarter, according to the company in its most recent 13F filing... More of this article »
Abbott Laboratories $ABT Holdings Raised by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 46.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Total Clarity Wealth Management Inc. Increases Stock Holdings in Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Total Clarity Wealth Management Inc. lifted its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 72.3% in the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Vest Financial LLC Has $25.19 Million Holdings in CF Industries Holdings, Inc. $CF
Vest Financial LLC reduced its holdings in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 26.5% during the 2nd quarter, Holdings Channel reports. The fund owned 273,848 shares of the basic materials company’s... More of this article »
Vest Financial LLC Reduces Stock Holdings in Synchrony Financial $SYF
Vest Financial LLC decreased its position in Synchrony Financial (NYSE:SYF – Free Report) by 23.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Abbott Laboratories $ABT Shares Acquired by Total Clarity Wealth Management Inc.
Total Clarity Wealth Management Inc. grew its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 22.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares MSCI Intl Quality Factor ETF $IQLT Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. lessened its position in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 4.8% during the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Stake Cut by Priebe Wealth Holdings LLC
Priebe Wealth Holdings LLC reduced its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 57.4% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund... More of this article »
Atria Wealth Solutions Inc. Trims Holdings in iShares MSCI EAFE Value ETF $EFV
Atria Wealth Solutions Inc. decreased its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 33.4% during the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Ellis Investment Partners LLC Acquires 205 Shares of Vanguard Growth ETF $VUG
Ellis Investment Partners LLC boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Stake Increased by Almanack Investment Partners LLC.
Almanack Investment Partners LLC. boosted its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.2% in the second quarter, HoldingsChannel.com reports. The firm owned 13,010 shares of the company’s... More of this article »
Ellis Investment Partners LLC Sells 185 Shares of iShares S&P Small-Cap 600 Growth ETF $IJT
Ellis Investment Partners LLC trimmed its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 3.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,084 shares... More of this article »
Vanguard High Dividend Yield ETF $VYM Holdings Lifted by RHS Financial LLC
RHS Financial LLC increased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 63.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,973 shares... More of this article »
RoundAngle Advisors LLC Sells 330 Shares of iShares Silver Trust $SLV
RoundAngle Advisors LLC cut its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 0.4% in the 2nd quarter, Holdings Channel reports. The firm owned 90,421 shares of the exchange traded fund’s stock... More of this article »
Lion Street Advisors LLC Sells 320 Shares of Vanguard S&P 500 Growth ETF $VOOG
Lion Street Advisors LLC cut its position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 20.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Lion Street Advisors LLC Has $549,000 Stake in Invesco S&P MidCap Momentum ETF $XMMO
Lion Street Advisors LLC trimmed its stake in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 30.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Trust Co. of Toledo NA OH Takes $98,000 Position in CBRE Group, Inc. $CBRE
Trust Co. of Toledo NA OH purchased a new stake in CBRE Group, Inc. (NYSE:CBRE – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
US Bancorp DE Sells 239 Shares of Public Service Enterprise Group Incorporated $PEG
US Bancorp DE decreased its holdings in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 0.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »