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Focus Partners Advisor Solutions LLC Sells 12,888 Shares of ConocoPhillips $COP
Focus Partners Advisor Solutions LLC reduced its stake in ConocoPhillips (NYSE:COP – Free Report) by 25.6% during the second quarter, Holdings Channel.com reports. The fund owned 37,426 shares of the energy producer’s... More of this article »
Nisa Investment Advisors LLC Sells 57 Shares of Deere & Company $DE
Nisa Investment Advisors LLC decreased its position in shares of Deere & Company (NYSE:DE – Free Report) by 0.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Resonant Capital Advisors LLC Raises Stock Holdings in Cardinal Health, Inc. $CAH
Resonant Capital Advisors LLC grew its holdings in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 5.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Orion Capital Management LLC Trims Stake in Cisco Systems, Inc. $CSCO
Orion Capital Management LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 24.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
VestGen Investment Management Sells 151 Shares of Palantir Technologies Inc. $PLTR
VestGen Investment Management lowered its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.0% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Nisa Investment Advisors LLC Acquires 7,147 Shares of The PNC Financial Services Group, Inc $PNC
Nisa Investment Advisors LLC increased its stake in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 4.5% during the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Jordan Park Group LLC Purchases New Stake in Adobe Inc. $ADBE
Jordan Park Group LLC acquired a new position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Accenture PLC $ACN Holdings Raised by Resonant Capital Advisors LLC
Resonant Capital Advisors LLC increased its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 5.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Blake Schutter Theil Wealth Advisors LLC Buys New Holdings in iShares Russell 2000 Growth ETF $IWO
Blake Schutter Theil Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) in the second quarter, according to the company in its most recent filing with the SEC.... More of this article »
QV Investors Inc. Increases Stock Holdings in Ross Stores, Inc. $ROST
QV Investors Inc. grew its position in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 0.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
McCarthy Asset Management Inc. Lowers Position in Schwab US Dividend Equity ETF $SCHD
McCarthy Asset Management Inc. lowered its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $129.83 Million Stock Position in Paychex, Inc. $PAYX
Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.8% in the 2nd quarter, Holdings Channel.com reports. The fund owned 892,527 shares of the business services provider’s... More of this article »
Chilton Capital Management LLC Sells 1,884 Shares of Vanguard Small-Cap ETF $VB
Chilton Capital Management LLC cut its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Oppenheimer Asset Management Inc. Reduces Stock Holdings in Workday, Inc. $WDAY
Oppenheimer Asset Management Inc. lessened its holdings in Workday, Inc. (NASDAQ:WDAY – Free Report) by 6.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Glass Jacobson Investment Advisors llc Has $101,000 Stock Position in Phillips 66 $PSX
Glass Jacobson Investment Advisors llc lifted its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 299.1% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 850 shares of the oil and gas... More of this article »
Capital One Financial (NYSE:COF) Price Target Raised to $234.00
Capital One Financial (NYSE:COF) had its price objective boosted by HSBC from $218.00 to $234.00 in a report issued on Thursday morning,MarketScreener reports. HSBC currently has a hold rating on the financial services provider’s... More of this article »
IREN (NASDAQ:IREN) Trading 12.6% Higher – Here’s What Happened
Shares of IREN Limited (NASDAQ:IREN – Get Free Report) traded up 12.6% during mid-day trading on Friday . The stock traded as high as $63.11 and last traded at $62.90. 36,937,258 shares changed hands during trading, an increase... More of this article »
University of Texas Texas AM Investment Management Co. Invests $1.35 Million in Advanced Micro Devices, Inc. $AMD
University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the second quarter, according to the company in its most recent filing with... More of this article »
Hartford Financial Management Inc. Reduces Stock Position in AbbVie Inc. $ABBV
Hartford Financial Management Inc. lessened its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 99.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Darden Wealth Group Inc Makes New Investment in Invesco S&P 500 Equal Weight ETF $RSP
Darden Wealth Group Inc purchased a new position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) during the second quarter, HoldingsChannel.com reports. The fund purchased 1,710 shares of the company’s... More of this article »
Chilton Capital Management LLC Boosts Stake in AvalonBay Communities, Inc. $AVB
Chilton Capital Management LLC boosted its holdings in AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 0.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Brighton Jones LLC Has $4.18 Million Stake in Intel Corporation $INTC
Brighton Jones LLC raised its position in Intel Corporation (NASDAQ:INTC – Free Report) by 40.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 186,750... More of this article »
State of New Jersey Common Pension Fund D Sells 1,824 Shares of General Dynamics Corporation $GD
State of New Jersey Common Pension Fund D lessened its holdings in General Dynamics Corporation (NYSE:GD – Free Report) by 2.3% during the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Wealthfront Advisers LLC Has $42.71 Million Stake in Vanguard Growth ETF $VUG
Wealthfront Advisers LLC increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 97,415 shares of... More of this article »
Hixon Zuercher LLC Boosts Position in The Progressive Corporation $PGR
Hixon Zuercher LLC increased its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 34.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Hixon Zuercher LLC Acquires 8,402 Shares of Dell Technologies Inc. $DELL
Hixon Zuercher LLC grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 29.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Wealthfront Advisers LLC Increases Stock Position in abrdn Physical Precious Metals Basket Shares ETF $GLTR
Wealthfront Advisers LLC increased its position in shares of abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 77.4% during the 2nd quarter, according to its most recent filing with the Securities... More of this article »
New Hampshire Trust Cuts Stock Holdings in Dover Corporation $DOV
New Hampshire Trust lowered its stake in shares of Dover Corporation (NYSE:DOV – Free Report) by 2.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Atlatl Advisers LLC Buys New Position in Unilever PLC $UL
Atlatl Advisers LLC bought a new stake in shares of Unilever PLC (NYSE:UL – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
Perissos Private Wealth Management LLC Acquires Shares of 43,718 Vanguard International High Dividend Yield ETF $VYMI
Perissos Private Wealth Management LLC acquired a new stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Atlatl Advisers LLC Makes New Investment in First Business Financial Services, Inc. $FBIZ
Atlatl Advisers LLC bought a new position in shares of First Business Financial Services, Inc. (NASDAQ:FBIZ – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Shares Acquired by Perissos Private Wealth Management LLC
Perissos Private Wealth Management LLC lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 8.8% during the second quarter, according to the company in its most recent Form... More of this article »
Atlatl Advisers LLC Decreases Stake in Haleon PLC Sponsored ADR $HLN
Atlatl Advisers LLC reduced its stake in shares of Haleon PLC Sponsored ADR (NYSE:HLN – Free Report) by 3.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 38,017... More of this article »
VestGen Investment Management Sells 4,693 Shares of Vanguard Total Bond Market ETF $BND
VestGen Investment Management trimmed its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 27.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Affirm (NASDAQ:AFRM) Upgraded at Citigroup
Citigroup upgraded shares of Affirm (NASDAQ:AFRM – Free Report) to a strong-buy rating in a research report released on Thursday morning,Zacks.com reports. AFRM has been the topic of a number of other reports. Needham &... More of this article »
Atlatl Advisers LLC Purchases New Position in Vistra Corp. $VST
Atlatl Advisers LLC purchased a new stake in Vistra Corp. (NYSE:VST – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 5,254 shares of the company’s... More of this article »
Prudent Man Advisors LLC Has $480,000 Stock Position in Crane NXT, Co. $CXT
Prudent Man Advisors LLC lowered its holdings in shares of Crane NXT, Co. (NYSE:CXT – Free Report) by 3.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 8,910 shares of the company’s... More of this article »
Prudent Man Advisors LLC Cuts Stake in ITT Inc. $ITT
Prudent Man Advisors LLC lowered its position in shares of ITT Inc. (NYSE:ITT – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Fortis $FTS Stake Raised by QV Investors Inc.
QV Investors Inc. boosted its position in Fortis (NYSE:FTS – Free Report) by 0.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Prudent Man Advisors LLC Purchases 1,450 Shares of Electronic Arts Inc. $EA
Prudent Man Advisors LLC grew its position in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 17.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Conservest Capital Advisors Inc. Has $614,000 Holdings in Bitwise Bitcoin ETF $BITB
Conservest Capital Advisors Inc. raised its position in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 50.1% in the second quarter, according to its most recent filing with the SEC. The firm owned 10,485 shares... More of this article »
Intel Corporation $INTC Shares Sold by Optimum Investment Advisors
Optimum Investment Advisors decreased its position in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 17.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kornitzer Capital Management Inc. KS Has $2.77 Million Holdings in Thermo Fisher Scientific Inc. $TMO
Kornitzer Capital Management Inc. KS cut its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,825... More of this article »
Parker-Hannifin Corporation $PH Shares Bought by Ingalls & Snyder LLC
Ingalls & Snyder LLC grew its stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 3.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
R Squared Ltd Purchases New Position in ONEOK, Inc. $OKE
R Squared Ltd purchased a new stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Fidelity Total Bond ETF $FBND Stake Increased by Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 32.3% in the second quarter, Holdings Channel reports. The institutional investor owned 260,891 shares... More of this article »
VestGen Investment Management Sells 1,134 Shares of Amphenol Corporation $APH
VestGen Investment Management lowered its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 10.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Ballast Advisors LLC Acquires 3,788 Shares of Medtronic PLC $MDT
Ballast Advisors LLC boosted its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 73.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »