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Fiserv, Inc. $FI Stock Holdings Increased by Assetmark Inc.
Assetmark Inc. raised its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 49.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Cooke & Bieler LP Cuts Stake in Chubb Limited $CB
Cooke & Bieler LP lowered its position in shares of Chubb Limited (NYSE:CB – Free Report) by 9.5% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 499,774 shares of the financial services... More of this article »
Simon Quick Advisors LLC Purchases 4,653 Shares of Altria Group, Inc. $MO
Simon Quick Advisors LLC boosted its position in Altria Group, Inc. (NYSE:MO – Free Report) by 40.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Twin City Private Wealth LLC Has $789,000 Stake in McKesson Corporation $MCK
Twin City Private Wealth LLC raised its stake in McKesson Corporation (NYSE:MCK – Free Report) by 2.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
McKesson Corporation $MCK Stock Position Raised by Simon Quick Advisors LLC
Simon Quick Advisors LLC increased its position in McKesson Corporation (NYSE:MCK – Free Report) by 28.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 1,331 shares of the company’s... More of this article »
Kovack Advisors Inc. Has $980,000 Stock Holdings in Duke Energy Corporation $DUK
Kovack Advisors Inc. decreased its position in Duke Energy Corporation (NYSE:DUK – Free Report) by 1.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 8,308 shares of... More of this article »
American Electric Power Company, Inc. $AEP Shares Bought by AMG National Trust Bank
AMG National Trust Bank grew its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 0.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Syverson Strege & Co Makes New Investment in Cisco Systems, Inc. $CSCO
Syverson Strege & Co purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
The Goldman Sachs Group, Inc. $GS Shares Acquired by Leeward Financial Partners LLC
Leeward Financial Partners LLC increased its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 0.7% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Bay Colony Advisory Group Inc d b a Bay Colony Advisors Has $878,000 Stake in PepsiCo, Inc. $PEP
Bay Colony Advisory Group Inc d b a Bay Colony Advisors decreased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 19.1% in the second quarter, according to the company in its most recent 13F filing with... More of this article »
Ashton Thomas Private Wealth LLC Has $400,000 Position in Moody’s Corporation $MCO
Ashton Thomas Private Wealth LLC lifted its stake in Moody’s Corporation (NYSE:MCO – Free Report) by 7.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dominion Energy Inc. $D Stake Increased by Arkadios Wealth Advisors
Arkadios Wealth Advisors boosted its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 7.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Daymark Wealth Partners LLC Makes New Investment in Realty Income Corporation $O
Daymark Wealth Partners LLC purchased a new position in shares of Realty Income Corporation (NYSE:O – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Mill Capital Management LLC Has $18.05 Million Stock Position in Johnson & Johnson $JNJ
Mill Capital Management LLC increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Linscomb Wealth Inc. Increases Position in Constellation Brands Inc $STZ
Linscomb Wealth Inc. lifted its position in shares of Constellation Brands Inc (NYSE:STZ – Free Report) by 8.0% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 14,362 shares of the... More of this article »
Spotify Technology $SPOT Shares Sold by Assetmark Inc.
Assetmark Inc. reduced its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 14.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Balentine LLC Cuts Stock Position in American Express Company $AXP
Balentine LLC decreased its position in shares of American Express Company (NYSE:AXP) by 65.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,519 shares... More of this article »
Strs Ohio Has $23.01 Million Position in DoorDash, Inc. $DASH
Strs Ohio increased its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 8.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 93,359 shares of the company’s... More of this article »
Electronic Arts Inc. $EA Shares Bought by Strs Ohio
Strs Ohio raised its position in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 4.4% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 149,234 shares of the game software company’s... More of this article »
Cameco Corporation $CCJ Holdings Lowered by Hantz Financial Services Inc.
Hantz Financial Services Inc. trimmed its stake in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 7.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 28,743 shares of the basic materials company’s... More of this article »
Arkadios Wealth Advisors Has $1.45 Million Stock Position in Deckers Outdoor Corporation $DECK
Arkadios Wealth Advisors increased its position in Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 41.2% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 14,038 shares of the textile maker’s... More of this article »
Arkadios Wealth Advisors Has $1.49 Million Stake in Shopify Inc. $SHOP
Arkadios Wealth Advisors raised its stake in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 7.6% in the second quarter, Holdings Channel reports. The fund owned 12,880 shares of the software maker’s stock... More of this article »
Assetmark Inc. Buys 260,106 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Assetmark Inc. increased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 484.2% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 313,826 shares of the company’s stock after purchasing... More of this article »
HP Inc. (NYSE:HPQ) Receives Average Rating of “Hold” from Brokerages
Shares of HP Inc. (NYSE:HPQ – Get Free Report) have earned a consensus rating of “Hold” from the seventeen brokerages that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock... More of this article »
Daymark Wealth Partners LLC Takes $286,000 Position in Royal Caribbean Cruises Ltd. $RCL
Daymark Wealth Partners LLC acquired a new stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 914 shares of the... More of this article »
Keybank National Association OH Cuts Stake in Stryker Corporation $SYK
Keybank National Association OH cut its stake in Stryker Corporation (NYSE:SYK – Free Report) by 6.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Balentine LLC Trims Position in T-Mobile US, Inc. $TMUS
Balentine LLC lessened its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 13.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Balentine LLC Purchases 289 Shares of Cisco Systems, Inc. $CSCO
Balentine LLC boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
BLB&B Advisors LLC Sells 478 Shares of Exxon Mobil Corporation $XOM
BLB&B Advisors LLC cut its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 0.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 56,953 shares of the oil and gas company’s... More of this article »
Strs Ohio Grows Stake in Carlisle Companies Incorporated $CSL
Strs Ohio boosted its position in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 10.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Amalgamated Bank Cuts Stake in Electronic Arts Inc. $EA
Amalgamated Bank lowered its stake in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) by 3.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Spire Wealth Management Has $1.78 Million Stock Holdings in Cencora, Inc. $COR
Spire Wealth Management lessened its holdings in shares of Cencora, Inc. (NYSE:COR – Free Report) by 51.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 6,024 shares of the company’s... More of this article »
Savvy Advisors Inc. Cuts Stock Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Savvy Advisors Inc. lessened its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 9.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Assetmark Inc. Has $22.37 Million Holdings in CarMax, Inc. $KMX
Assetmark Inc. grew its stake in CarMax, Inc. (NYSE:KMX – Free Report) by 90.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 332,799 shares of the... More of this article »
AdvisorShares Investments LLC Makes New $54,000 Investment in GE Vernova Inc. $GEV
AdvisorShares Investments LLC purchased a new position in GE Vernova Inc. (NYSE:GEV – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
AdvisorShares Investments LLC Acquires New Shares in AMETEK, Inc. $AME
AdvisorShares Investments LLC acquired a new stake in AMETEK, Inc. (NYSE:AME – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 215... More of this article »
AdvisorShares Investments LLC Reduces Position in Marriott International, Inc. $MAR
AdvisorShares Investments LLC cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 28.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
AdvisorShares Investments LLC Buys Shares of 163 Dover Corporation $DOV
AdvisorShares Investments LLC bought a new stake in shares of Dover Corporation (NYSE:DOV – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Twin City Private Wealth LLC Cuts Stock Holdings in Vanguard Small-Cap ETF $VB
Twin City Private Wealth LLC reduced its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Amalgamated Bank Boosts Stake in DexCom, Inc. $DXCM
Amalgamated Bank boosted its stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 2.4% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 85,105 shares... More of this article »
Wolverine Asset Management LLC Acquires 18,100 Shares of Packaging Corporation of America $PKG
Wolverine Asset Management LLC increased its position in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 952.6% in the second quarter, according to its most recent disclosure with the Securities &... More of this article »
AMG National Trust Bank Acquires 32,006 Shares of AstraZeneca PLC $AZN
AMG National Trust Bank boosted its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 867.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Analysts Offer Predictions for D.R. Horton FY2027 Earnings
D.R. Horton, Inc. (NYSE:DHI – Free Report) – Equities researchers at Seaport Res Ptn issued their FY2027 earnings estimates for D.R. Horton in a research note issued on Tuesday, October 28th. Seaport Res Ptn analyst K.... More of this article »
Integrity Alliance LLC. Purchases 1,159 Shares of Toll Brothers Inc. $TOL
Integrity Alliance LLC. boosted its position in Toll Brothers Inc. (NYSE:TOL – Free Report) by 10.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Balentine LLC Has $425,000 Stock Position in Workday, Inc. $WDAY
Balentine LLC trimmed its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 62.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,771 shares... More of this article »
Alibaba Group Holding Limited $BABA Shares Purchased by Balentine LLC
Balentine LLC raised its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 54.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Crescent Sterling Ltd. Reduces Position in iShares MSCI Intl Quality Factor ETF $IQLT
Crescent Sterling Ltd. cut its stake in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 7.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Focus Partners Advisor Solutions LLC Purchases New Position in Las Vegas Sands Corp. $LVS
Focus Partners Advisor Solutions LLC acquired a new position in shares of Las Vegas Sands Corp. (NYSE:LVS – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 6,877 shares of... More of this article »