Home » Author Archive

Image for Essex LLC Sells 57 Shares of The Home Depot, Inc. $HD

Essex LLC Sells 57 Shares of The Home Depot, Inc. $HD

Essex LLC decreased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Tower Wealth Partners Inc. Makes New Investment in Palantir Technologies Inc. $PLTR

Tower Wealth Partners Inc. Makes New Investment in Palantir Technologies Inc. $PLTR

Tower Wealth Partners Inc. purchased 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 & Exchange... More of this article »
Image for Davidson Investment Advisors Decreases Stock Position in Walmart Inc. $WMT

Davidson Investment Advisors Decreases Stock Position in Walmart Inc. $WMT

Davidson Investment Advisors cut its stake in Walmart Inc. (NYSE:WMT – Free Report) by 49.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Nvest Financial LLC Grows Stake in GE Aerospace $GE

Nvest Financial LLC Grows Stake in GE Aerospace $GE

Nvest Financial LLC boosted its position in GE Aerospace (NYSE:GE – Free Report) by 4.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,091 shares of the company’s stock after buying an additional 42... More of this article »
Image for The TJX Companies, Inc. $TJX Shares Purchased by Nvest Financial LLC

The TJX Companies, Inc. $TJX Shares Purchased by Nvest Financial LLC

Nvest Financial LLC boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% during the 2nd quarter, Holdings Channel reports. The fund owned 23,489 shares of the apparel and home fashions retailer’s... More of this article »
Image for New York State Teachers Retirement System Sells 353 Shares of Honeywell International Inc. $HON

New York State Teachers Retirement System Sells 353 Shares of Honeywell International Inc. $HON

New York State Teachers Retirement System cut its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.1% during the second quarter, according to the company in its most recent disclosure with the... More of this article »
Image for New York State Teachers Retirement System Grows Stock Position in QUALCOMM Incorporated $QCOM

New York State Teachers Retirement System Grows Stock Position in QUALCOMM Incorporated $QCOM

New York State Teachers Retirement System boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.3% in the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for GE Aerospace $GE Shares Sold by Stableford Capital II LLC

GE Aerospace $GE Shares Sold by Stableford Capital II LLC

Stableford Capital II LLC trimmed its position in shares of GE Aerospace (NYSE:GE – Free Report) by 12.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Generali Asset Management SPA SGR Has $5.84 Million Stock Position in Intel Corporation $INTC

Generali Asset Management SPA SGR Has $5.84 Million Stock Position in Intel Corporation $INTC

Generali Asset Management SPA SGR trimmed its position in Intel Corporation (NASDAQ:INTC – Free Report) by 5.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Axxcess Wealth Management LLC Purchases 1,140 Shares of Palo Alto Networks, Inc. $PANW

Axxcess Wealth Management LLC Purchases 1,140 Shares of Palo Alto Networks, Inc. $PANW

Axxcess Wealth Management LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 18.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 7,370 shares of the network technology... More of this article »
Image for Patten & Patten Inc. TN Lowers Stock Holdings in Merck & Co., Inc. $MRK

Patten & Patten Inc. TN Lowers Stock Holdings in Merck & Co., Inc. $MRK

Patten & Patten Inc. TN lowered its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Bridges Investment Management Inc. Grows Holdings in AutoZone, Inc. $AZO

Bridges Investment Management Inc. Grows Holdings in AutoZone, Inc. $AZO

Bridges Investment Management Inc. grew its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Alta Capital Management LLC Sells 27,851 Shares of AT&T Inc. $T

Alta Capital Management LLC Sells 27,851 Shares of AT&T Inc. $T

Alta Capital Management LLC trimmed its holdings in AT&T Inc. (NYSE:T – Free Report) by 14.1% in the second quarter, HoldingsChannel reports. The fund owned 169,005 shares of the technology company’s stock after selling... More of this article »
Image for Mitchell Mcleod Pugh & Williams Inc. Sells 37 Shares of Tesla, Inc. $TSLA

Mitchell Mcleod Pugh & Williams Inc. Sells 37 Shares of Tesla, Inc. $TSLA

Mitchell Mcleod Pugh & Williams Inc. trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Tesla, Inc. $TSLA Stake Lessened by AEGON ASSET MANAGEMENT UK Plc

Tesla, Inc. $TSLA Stake Lessened by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc lowered its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Alta Capital Management LLC Buys 40,584 Shares of Fastenal Company $FAST

Alta Capital Management LLC Buys 40,584 Shares of Fastenal Company $FAST

Alta Capital Management LLC increased its stake in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 109.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 77,578 shares of the company’s... More of this article »
Image for Patten & Patten Inc. TN Purchases 2,096 Shares of GE Vernova Inc. $GEV

Patten & Patten Inc. TN Purchases 2,096 Shares of GE Vernova Inc. $GEV

Patten & Patten Inc. TN increased its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 51.9% during the second quarter, HoldingsChannel.com reports. The firm owned 6,134 shares of the company’s stock after... More of this article »
Image for 2,068 Shares in Vanguard Total Stock Market ETF $VTI Purchased by Nestegg Advisors Inc.

2,068 Shares in Vanguard Total Stock Market ETF $VTI Purchased by Nestegg Advisors Inc.

Nestegg Advisors Inc. acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Turtle Creek Wealth Advisors LLC Has $1.30 Million Stock Position in ConocoPhillips $COP

Turtle Creek Wealth Advisors LLC Has $1.30 Million Stock Position in ConocoPhillips $COP

Turtle Creek Wealth Advisors LLC lifted its stake in ConocoPhillips (NYSE:COP – Free Report) by 5.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,502... More of this article »
Image for Evernest Financial Advisors LLC Takes Position in Cheniere Energy, Inc. $LNG

Evernest Financial Advisors LLC Takes Position in Cheniere Energy, Inc. $LNG

Evernest Financial Advisors LLC bought a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the second quarter, Holdings Channel reports. The institutional investor bought 1,356 shares of the energy company’s... More of this article »
Image for Wealthspan Partners LLC Has $2.91 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Wealthspan Partners LLC Has $2.91 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Wealthspan Partners LLC decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 17.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Patten & Patten Inc. TN Sells 7,899 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH

Patten & Patten Inc. TN Sells 7,899 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH

Patten & Patten Inc. TN lowered its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.0% in the second quarter, HoldingsChannel.com reports. The fund owned 187,751 shares of the company’s... More of this article »
Image for Interchange Capital Partners LLC Makes New Investment in General Mills, Inc. $GIS

Interchange Capital Partners LLC Makes New Investment in General Mills, Inc. $GIS

Interchange Capital Partners LLC purchased a new stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for New York State Teachers Retirement System Has $90.60 Million Stake in Vertex Pharmaceuticals Incorporated $VRTX

New York State Teachers Retirement System Has $90.60 Million Stake in Vertex Pharmaceuticals Incorporated $VRTX

New York State Teachers Retirement System trimmed its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.7% during the 2nd quarter, according to its most recent disclosure with the Securities... More of this article »
Image for iShares S&P 500 Value ETF $IVE Shares Bought by Nvest Financial LLC

iShares S&P 500 Value ETF $IVE Shares Bought by Nvest Financial LLC

Nvest Financial LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vest Financial LLC Takes Position in Airbnb, Inc. $ABNB

Vest Financial LLC Takes Position in Airbnb, Inc. $ABNB

Vest Financial LLC purchased a new stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm purchased 1,535 shares of the company’s stock,... More of this article »
Image for Turtle Creek Wealth Advisors LLC Increases Position in Merck & Co., Inc. $MRK

Turtle Creek Wealth Advisors LLC Increases Position in Merck & Co., Inc. $MRK

Turtle Creek Wealth Advisors LLC increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 18.1% in the second quarter, HoldingsChannel.com reports. The firm owned 47,813 shares of the company’s stock after... More of this article »
Image for Mutual Advisors LLC Buys 1,143 Shares of Costco Wholesale Corporation $COST

Mutual Advisors LLC Buys 1,143 Shares of Costco Wholesale Corporation $COST

Mutual Advisors LLC increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Lesa Sroufe & Co Buys New Shares in Vanguard Total World Stock ETF $VT

Lesa Sroufe & Co Buys New Shares in Vanguard Total World Stock ETF $VT

Lesa Sroufe & Co bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the second quarter, HoldingsChannel.com reports. The firm bought 3,125 shares of the exchange traded fund’s stock,... More of this article »
Image for Turtle Creek Wealth Advisors LLC Takes Position in Palantir Technologies Inc. $PLTR

Turtle Creek Wealth Advisors LLC Takes Position in Palantir Technologies Inc. $PLTR

Turtle Creek Wealth Advisors LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the second quarter, Holdings Channel reports. The institutional investor acquired 9,383 shares of the company’s... More of this article »
Image for Patten & Patten Inc. TN Buys 74,801 Shares of O’Reilly Automotive, Inc. $ORLY

Patten & Patten Inc. TN Buys 74,801 Shares of O’Reilly Automotive, Inc. $ORLY

Patten & Patten Inc. TN boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,341.2% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Callahan Advisors LLC Sells 2,084 Shares of McDonald’s Corporation $MCD

Callahan Advisors LLC Sells 2,084 Shares of McDonald’s Corporation $MCD

Callahan Advisors LLC lessened its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 3.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 58,091 shares of the fast-food giant’s stock... More of this article »
Image for New York State Teachers Retirement System Acquires 151 Shares of Prologis, Inc. $PLD

New York State Teachers Retirement System Acquires 151 Shares of Prologis, Inc. $PLD

New York State Teachers Retirement System boosted its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 0.0% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 695,854 shares of the... More of this article »
Image for Omnia Family Wealth LLC Has $1.85 Million Holdings in The Walt Disney Company $DIS

Omnia Family Wealth LLC Has $1.85 Million Holdings in The Walt Disney Company $DIS

Omnia Family Wealth LLC lifted its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 2.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 14,822 shares of the entertainment giant’s stock after... More of this article »
Image for SPDR Gold Shares $GLD Shares Sold by Omnia Family Wealth LLC

SPDR Gold Shares $GLD Shares Sold by Omnia Family Wealth LLC

Omnia Family Wealth LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Tower Wealth Partners Inc. Buys 943 Shares of Merck & Co., Inc. $MRK

Tower Wealth Partners Inc. Buys 943 Shares of Merck & Co., Inc. $MRK

Tower Wealth Partners Inc. lifted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 20.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Envestnet Portfolio Solutions Inc. Sells 94,008 Shares of Schlumberger Limited $SLB

Envestnet Portfolio Solutions Inc. Sells 94,008 Shares of Schlumberger Limited $SLB

Envestnet Portfolio Solutions Inc. decreased its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 45.6% during the second quarter, Holdings Channel reports. The firm owned 112,089 shares of the oil and gas... More of this article »
Image for Aware Super Pty Ltd as trustee of Aware Super Boosts Holdings in Fastenal Company $FAST

Aware Super Pty Ltd as trustee of Aware Super Boosts Holdings in Fastenal Company $FAST

Aware Super Pty Ltd as trustee of Aware Super grew its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 41.6% during the second quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Callahan Advisors LLC Grows Holdings in Northern Trust Corporation $NTRS

Callahan Advisors LLC Grows Holdings in Northern Trust Corporation $NTRS

Callahan Advisors LLC lifted its holdings in Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 28.6% in the second quarter, HoldingsChannel reports. The fund owned 25,065 shares of the asset manager’s stock after... More of this article »
Image for Patten & Patten Inc. TN Boosts Holdings in The Boeing Company $BA

Patten & Patten Inc. TN Boosts Holdings in The Boeing Company $BA

Patten & Patten Inc. TN lifted its holdings in The Boeing Company (NYSE:BA – Free Report) by 22.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 30,778 shares of the aircraft producer’s... More of this article »
Image for Interchange Capital Partners LLC Has $27,000 Position in Marriott International, Inc. $MAR

Interchange Capital Partners LLC Has $27,000 Position in Marriott International, Inc. $MAR

Interchange Capital Partners LLC reduced its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 96.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for WealthPlan Investment Management LLC Acquires 8,624 Shares of Nucor Corporation $NUE

WealthPlan Investment Management LLC Acquires 8,624 Shares of Nucor Corporation $NUE

WealthPlan Investment Management LLC increased its holdings in shares of Nucor Corporation (NYSE:NUE – Free Report) by 14.3% in the second quarter, HoldingsChannel reports. The firm owned 68,834 shares of the basic materials... More of this article »
Image for Aware Super Pty Ltd as trustee of Aware Super Acquires 9,658 Shares of Vertiv Holdings Co. $VRT

Aware Super Pty Ltd as trustee of Aware Super Acquires 9,658 Shares of Vertiv Holdings Co. $VRT

Aware Super Pty Ltd as trustee of Aware Super lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Envestnet Portfolio Solutions Inc. Sells 21,418 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT

Envestnet Portfolio Solutions Inc. Sells 21,418 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT

Envestnet Portfolio Solutions Inc. cut its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 27.7% in the second quarter, HoldingsChannel.com reports. The firm owned 56,007 shares of the company’s... More of this article »
Image for WCM Investment Management LLC Increases Stock Holdings in Churchill Downs, Incorporated $CHDN

WCM Investment Management LLC Increases Stock Holdings in Churchill Downs, Incorporated $CHDN

WCM Investment Management LLC boosted its position in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 44.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 199,713 shares of the company’s stock... More of this article »
Image for WCM Investment Management LLC Grows Stock Holdings in FTAI Aviation Ltd. $FTAI

WCM Investment Management LLC Grows Stock Holdings in FTAI Aviation Ltd. $FTAI

WCM Investment Management LLC raised its position in shares of FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 6.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Cheniere Energy, Inc. $LNG Shares Sold by WealthPLAN Partners LLC

Cheniere Energy, Inc. $LNG Shares Sold by WealthPLAN Partners LLC

WealthPLAN Partners LLC decreased its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 48.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for SPDR S&P MidCap 400 ETF Trust $MDY Shares Bought by WealthPLAN Partners LLC

SPDR S&P MidCap 400 ETF Trust $MDY Shares Bought by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 4.8% in the second quarter, HoldingsChannel.com reports. The fund owned 1,308 shares of the exchange traded... More of this article »
Image for Compass Advisory Group LLC Sells 806 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Compass Advisory Group LLC Sells 806 Shares of Schwab U.S. Large-Cap Value ETF $SCHV

Compass Advisory Group LLC decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Yum! Brands, Inc. $YUM Shares Acquired by Alta Capital Management LLC

Yum! Brands, Inc. $YUM Shares Acquired by Alta Capital Management LLC

Alta Capital Management LLC increased its stake in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 38.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »