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Insider Selling: Wise (LON:WISE) Insider Sells £991,000 in Stock
Wise plc (LON:WISE – Get Free Report) insider David Wells sold 100,000 shares of the stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of GBX 991, for a total value of £991,000.... More of this article »
UnitedHealth Group Incorporated $UNH Shares Bought by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 93.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,906... More of this article »
Greenwood Gearhart Inc. Grows Position in Procter & Gamble Company (The) $PG
Greenwood Gearhart Inc. boosted its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 3.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,870... More of this article »
KFA Private Wealth Group LLC Buys 2,156 Shares of Vanguard FTSE Developed Markets ETF $VEA
KFA Private Wealth Group LLC raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 21.8% during the 2nd quarter, HoldingsChannel reports. The fund owned 12,057 shares of the company’s... More of this article »
Chevron Corporation $CVX Stock Position Boosted by First Fiduciary Investment Counsel Inc.
First Fiduciary Investment Counsel Inc. boosted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 15.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Financial Connections Group Inc. Boosts Holdings in Vanguard Total Stock Market ETF $VTI
Financial Connections Group Inc. lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 14.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 6,567 shares of the company’s... More of this article »
JFS Wealth Advisors LLC Acquires 646 Shares of Vanguard S&P 500 ETF $VOO
JFS Wealth Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Drucker Wealth 3.0 LLC Has $713,000 Stock Position in Merck & Co., Inc. $MRK
Drucker Wealth 3.0 LLC boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 176.2% in the second quarter, Holdings Channel reports. The fund owned 8,518 shares of the company’s stock after... More of this article »
Aberdeen Group plc Has $447.97 Million Stock Holdings in Netflix, Inc. $NFLX
Aberdeen Group plc grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 6.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 337,197... More of this article »
Conning Inc. Buys 727 Shares of Abbott Laboratories $ABT
Conning Inc. increased its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Invictus Private Wealth LLC Sells 272 Shares of Vanguard Total Stock Market ETF $VTI
Invictus Private Wealth LLC lowered its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 21.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Lowe’s Companies, Inc. $LOW Shares Sold by Folger Nolan Fleming Douglas Capital Management Inc.
Folger Nolan Fleming Douglas Capital Management Inc. trimmed its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.5% during the second quarter, according to its most recent filing with the Securities and... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Decreases Stock Holdings in Honeywell International Inc. $HON
Folger Nolan Fleming Douglas Capital Management Inc. decreased its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.1% during the second quarter, Holdings Channel.com reports. The firm owned... More of this article »
McKinley Carter Wealth Services Inc. Boosts Position in Blackstone Inc. $BX
McKinley Carter Wealth Services Inc. boosted its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
VanderPol Investments L.L.C. Trims Stake in McDonald’s Corporation $MCD
VanderPol Investments L.L.C. lowered its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 4.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Pfizer Inc. $PFE Shares Purchased by Strengthening Families & Communities LLC
Strengthening Families & Communities LLC raised its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 871.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Palantir Technologies Inc. $PLTR Shares Acquired by PDS Planning Inc
PDS Planning Inc raised its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 19.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Stonebridge Financial Group LLC Lowers Stake in Honeywell International Inc. $HON
Stonebridge Financial Group LLC reduced its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,888 shares of the conglomerate’s... More of this article »
Danaher Corporation $DHR Shares Sold by Agate Pass Investment Management LLC
Agate Pass Investment Management LLC lowered its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 2.6% in the second quarter, HoldingsChannel.com reports. The fund owned 13,251 shares of the conglomerate’s... More of this article »
Lmcg Investments LLC Buys 1,249 Shares of Eli Lilly and Company $LLY
Lmcg Investments LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 12.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,312 shares of the company’s stock after... More of this article »
Baldwin Wealth Partners LLC MA Raises Position in Kinder Morgan, Inc. $KMI
Baldwin Wealth Partners LLC MA grew its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 23.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Trust Co. of Toledo NA OH Has $1.56 Million Stock Holdings in Gilead Sciences, Inc. $GILD
Trust Co. of Toledo NA OH trimmed its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 0.7% during the second quarter, Holdings Channel reports. The firm owned 14,050 shares of the biopharmaceutical company’s... More of this article »
JNBA Financial Advisors Cuts Stock Position in iShares Core S&P Mid-Cap ETF $IJH
JNBA Financial Advisors lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Abbott Laboratories $ABT Stake Lessened by Lmcg Investments LLC
Lmcg Investments LLC decreased its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Thompson Investment Management Inc. Acquires 441 Shares of Walmart Inc. $WMT
Thompson Investment Management Inc. boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 59.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Aberdeen Group plc Trims Holdings in Amgen Inc. $AMGN
Aberdeen Group plc decreased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 11.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Vanguard Small-Cap ETF $VB Shares Sold by Agate Pass Investment Management LLC
Agate Pass Investment Management LLC cut its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
JFS Wealth Advisors LLC Boosts Holdings in Vanguard Total Bond Market ETF $BND
JFS Wealth Advisors LLC increased its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Boeing’s (BA) “Sell (D-)” Rating Reiterated at Weiss Ratings
Weiss Ratings reaffirmed their sell (d-) rating on shares of Boeing (NYSE:BA – Free Report) in a research note published on Wednesday,Weiss Ratings reports. A number of other analysts also recently issued reports on the stock.... More of this article »
Vanguard Mega Cap Growth ETF $MGK Shares Sold by Fischer Investment Strategies LLC
Fischer Investment Strategies LLC reduced its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 14.9% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 7,352 shares... More of this article »
iShares Core S&P Small-Cap ETF $IJR Stock Holdings Increased by KFA Private Wealth Group LLC
KFA Private Wealth Group LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Williams & Novak LLC Cuts Position in iShares Core MSCI EAFE ETF $IEFA
Williams & Novak LLC lessened its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Sold by Eastern Bank
Eastern Bank cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 6.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 37,368 shares of the company’s stock after selling 2,620... More of this article »
Conning Inc. Purchases 443 Shares of The Walt Disney Company $DIS
Conning Inc. raised its position in The Walt Disney Company (NYSE:DIS – Free Report) by 1.0% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 44,041 shares of the entertainment... More of this article »
Kimberly-Clark Co. $KMB Shares Sold by Folger Nolan Fleming Douglas Capital Management Inc.
Folger Nolan Fleming Douglas Capital Management Inc. trimmed its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 14,859 shares of the... More of this article »
Inspire Investing LLC Has $3.51 Million Stock Position in MercadoLibre, Inc. $MELI
Inspire Investing LLC grew its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 313.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,341 shares of the company’s stock after acquiring... More of this article »
Lindenwold Advisors INC Increases Holdings in Public Storage $PSA
Lindenwold Advisors INC grew its holdings in shares of Public Storage (NYSE:PSA – Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Brucke Financial Inc. Acquires 52 Shares of Cigna Group $CI
Brucke Financial Inc. raised its holdings in Cigna Group (NYSE:CI – Free Report) by 7.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 770 shares of the health... More of this article »
The Boeing Company $BA Shares Bought by Blue Trust Inc.
Blue Trust Inc. lifted its holdings in The Boeing Company (NYSE:BA – Free Report) by 4.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,715... More of this article »
JFS Wealth Advisors LLC Has $59.02 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG
JFS Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 594,977 shares of... More of this article »
EOG Resources, Inc. $EOG Shares Acquired by Inspire Investing LLC
Inspire Investing LLC grew its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 678.0% during the second quarter, HoldingsChannel.com reports. The firm owned 27,729 shares of the energy exploration company’s stock... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Buys New Position in Chipotle Mexican Grill, Inc. $CMG
Folger Nolan Fleming Douglas Capital Management Inc. bought a new stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
JFS Wealth Advisors LLC Acquires 2,078 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
JFS Wealth Advisors LLC boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 105,660... More of this article »
The PNC Financial Services Group, Inc $PNC Stock Holdings Lowered by Folger Nolan Fleming Douglas Capital Management Inc.
Folger Nolan Fleming Douglas Capital Management Inc. reduced its holdings in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 1.9% during the second quarter, according to its most recent filing with the Securities... More of this article »
Commerzbank Aktiengesellschaft FI Acquires 47 Shares of Parker-Hannifin Corporation $PH
Commerzbank Aktiengesellschaft FI raised its holdings in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Brucke Financial Inc. Has $540,000 Stake in Carvana Co. $CVNA
Brucke Financial Inc. trimmed its holdings in Carvana Co. (NYSE:CVNA – Free Report) by 5.0% 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 »
PDS Planning Inc Boosts Holdings in iShares National Muni Bond ETF $MUB
PDS Planning Inc grew its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 15.7% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 108,451 shares of the exchange... More of this article »
FinDec Wealth Services Inc. Reduces Stock Position in Vanguard Total Stock Market ETF $VTI
FinDec Wealth Services Inc. trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 24.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »