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Kiker Wealth Management LLC Sells 1,030 Shares of iShares Core S&P Small-Cap ETF $IJR
Kiker Wealth Management LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 77.5% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
The TJX Companies, Inc. $TJX Shares Acquired by Moran Wealth Management LLC
Moran Wealth Management LLC lifted its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 601.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Envestnet Portfolio Solutions Inc. Sells 22,355 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
Envestnet Portfolio Solutions Inc. decreased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 20.6% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
AdviceOne Advisory Services LLC Purchases 319 Shares of Exxon Mobil Corporation $XOM
AdviceOne Advisory Services LLC grew its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 5.6% during the second quarter, Holdings Channel reports. The firm owned 5,986 shares of the oil and gas company’s... More of this article »
Invictus Private Wealth LLC Sells 22,921 Shares of Alphabet Inc. $GOOG
Invictus Private Wealth LLC cut its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 162,609... More of this article »
Alphabet Inc. $GOOG Stock Position Boosted by Hemington Wealth Management
Hemington Wealth Management boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 8,554 shares of the information services... More of this article »
Apollon Wealth Management LLC Raises Stock Position in Target Corporation $TGT
Apollon Wealth Management LLC boosted its holdings in Target Corporation (NYSE:TGT – Free Report) by 3.4% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 10,859 shares... More of this article »
Heritage Wealth Management Inc. CA Purchases 1,303 Shares of Dimensional International Core Equity Market ETF $DFAI
Heritage Wealth Management Inc. CA grew its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 2.5% during the 2nd quarter, according to the company in its most recent filing... More of this article »
Wilmington Savings Fund Society FSB Sells 4,147 Shares of The Home Depot, Inc. $HD
Wilmington Savings Fund Society FSB decreased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Heritage Wealth Management Inc. CA Decreases Position in iShares California Muni Bond ETF $CMF
Heritage Wealth Management Inc. CA decreased its holdings in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 3.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Wilmington Savings Fund Society FSB Trims Position in Prudential Financial, Inc. $PRU
Wilmington Savings Fund Society FSB trimmed its stake in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 4.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Axxcess Wealth Management LLC Sells 108 Shares of Marriott International, Inc. $MAR
Axxcess Wealth Management LLC reduced its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Sequoia Financial Advisors LLC Acquires 238 Shares of Marriott International, Inc. $MAR
Sequoia Financial Advisors LLC boosted its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 1.8% in the second quarter, Holdings Channel reports. The firm owned 13,679 shares of the company’s stock... More of this article »
Cornerstone Wealth Group LLC Acquires 455 Shares of Zoetis Inc. $ZTS
Cornerstone Wealth Group LLC increased its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 20.2% during the second quarter, Holdings Channel.com reports. The fund owned 2,712 shares of the company’s stock... More of this article »
Sequoia Financial Advisors LLC Grows Position in Public Storage $PSA
Sequoia Financial Advisors LLC raised its holdings in shares of Public Storage (NYSE:PSA – Free Report) by 96.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Private Wealth Asset Management LLC Increases Stock Position in iShares Core S&P Total U.S. Stock Market ETF $ITOT
Private Wealth Asset Management LLC grew its stake in shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 9.5% in the 2nd quarter, Holdings Channel reports. The institutional investor... More of this article »
Global X Nasdaq 100 Covered Call ETF $QYLD Shares Acquired by Harbour Investments Inc.
Harbour Investments Inc. lifted its stake in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 16.9% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Private Wealth Asset Management LLC Buys 3,200 Shares of iShares China Large-Cap ETF $FXI
Private Wealth Asset Management LLC increased its stake in shares of iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) by 14.7% during the second quarter, according to its most recent disclosure with the Securities and... More of this article »
Intercontinental Exchange Inc. (NYSE:ICE) Receives $198.20 Consensus Price Target from Analysts
Shares of Intercontinental Exchange Inc. (NYSE:ICE – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the eleven research firms that are currently covering the stock, MarketBeat... More of this article »
Capital Group Global Growth Equity ETF $CGGO Holdings Raised by Arlington Financial Advisors LLC
Arlington Financial Advisors LLC grew its stake in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 6.5% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Cypress Wealth Services LLC Acquires New Position in Innovator U.S. Equity Power Buffer ETF – April $PAPR
Cypress Wealth Services LLC acquired a new stake in Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Cuts Position in Corning Incorporated $GLW
Mitchell Mcleod Pugh & Williams Inc. trimmed its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 2.1% during the second quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
iShares 3-7 Year Treasury Bond ETF $IEI Shares Sold by MGO One Seven LLC
MGO One Seven LLC reduced its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Cornerstone Wealth Group LLC Acquires 5,320 Shares of Blackrock Advantage Large Cap Income ETF $BALI
Cornerstone Wealth Group LLC raised its position in Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI – Free Report) by 72.4% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Carlyle Group Inc. $CG Shares Bought by AEGON ASSET MANAGEMENT UK Plc
AEGON ASSET MANAGEMENT UK Plc lifted its holdings in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 39.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
St. Joe Company (The) $JOE Shares Sold by Diversified Investment Strategies LLC
Diversified Investment Strategies LLC decreased its holdings in shares of St. Joe Company (The) (NYSE:JOE – Free Report) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Bayforest Capital Ltd Raises Stock Position in KKR & Co. Inc. $KKR
Bayforest Capital Ltd raised its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 237.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Courier Capital LLC Sells 683 Shares of Emerson Electric Co. $EMR
Courier Capital LLC cut its holdings in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 4.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Bayforest Capital Ltd Decreases Stock Position in Old National Bancorp $ONB
Bayforest Capital Ltd trimmed its holdings in shares of Old National Bancorp (NASDAQ:ONB – Free Report) by 38.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Bayforest Capital Ltd Acquires Shares of 2,833 Cardinal Health, Inc. $CAH
Bayforest Capital Ltd acquired a new position in Cardinal Health, Inc. (NYSE:CAH – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Ground Rents Income Fund (LON:GRIO) Share Price Crosses Below Fifty Day Moving Average – Should You Sell?
Ground Rents Income Fund PLC (LON:GRIO – Get Free Report)’s share price passed below its fifty day moving average during trading on Tuesday . The stock has a fifty day moving average of GBX 26.74 ($0.36) and traded as low... More of this article »
Accenture PLC $ACN Shares Bought by Aries Wealth Management
Aries Wealth Management boosted its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bayforest Capital Ltd Sells 6,129 Shares of Plains GP Holdings, L.P. $PAGP
Bayforest Capital Ltd trimmed its holdings in shares of Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 17.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bayforest Capital Ltd Makes New Investment in Tenaris S.A. $TS
Bayforest Capital Ltd bought a new stake in Tenaris S.A. (NYSE:TS – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Patterson-UTI Energy, Inc. $PTEN Shares Sold by Bayforest Capital Ltd
Bayforest Capital Ltd lessened its holdings in shares of Patterson-UTI Energy, Inc. (NASDAQ:PTEN – Free Report) by 26.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Morningstar Investment Management LLC Acquires New Position in Fifth Third Bancorp $FITB
Morningstar Investment Management LLC acquired a new stake in Fifth Third Bancorp (NASDAQ:FITB – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The fund acquired 10,078 shares of... More of this article »
NorthRock Partners LLC Purchases 402 Shares of Synopsys, Inc. $SNPS
NorthRock Partners LLC increased its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 35.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Concurrent Investment Advisors LLC Sells 583 Shares of Best Buy Co., Inc. $BBY
Concurrent Investment Advisors LLC decreased its position in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) by 2.1% in the second quarter, Holdings Channel reports. The fund owned 27,242 shares of the technology retailer’s... More of this article »
iShares Core S&P 500 ETF $IVV is Concurrent Investment Advisors LLC’s 9th Largest Position
Concurrent Investment Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Envestnet Portfolio Solutions Inc. Sells 8,012 Shares of TE Connectivity Ltd. $TEL
Envestnet Portfolio Solutions Inc. lessened its position in shares of TE Connectivity Ltd. (NYSE:TEL – Free Report) by 20.3% in the second quarter, HoldingsChannel.com reports. The fund owned 31,461 shares of the electronics... More of this article »
Vanguard Growth ETF $VUG Shares Acquired by Aries Wealth Management
Aries Wealth Management increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.3% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 37,978... More of this article »
iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Aries Wealth Management
Aries Wealth Management lowered its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 17.4% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 32,318 shares... More of this article »
Equitable Trust Co. Decreases Stock Holdings in The Home Depot, Inc. $HD
Equitable Trust Co. decreased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vest Financial LLC Sells 1,254 Shares of Steven Madden, Ltd. $SHOO
Vest Financial LLC trimmed its position in shares of Steven Madden, Ltd. (NASDAQ:SHOO – Free Report) by 1.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bayforest Capital Ltd Grows Stock Position in Root, Inc. $ROOT
Bayforest Capital Ltd boosted its stake in shares of Root, Inc. (NASDAQ:ROOT – Free Report) by 60.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,337 shares of the company’s... More of this article »
Courier Capital LLC Reduces Position in Target Corporation $TGT
Courier Capital LLC cut its position in shares of Target Corporation (NYSE:TGT – Free Report) by 5.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Arthur J. Gallagher & Co. $AJG Shares Purchased by J.Safra Asset Management Corp
J.Safra Asset Management Corp grew its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 209.1% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
J.Safra Asset Management Corp Decreases Holdings in Maximus, Inc. $MMS
J.Safra Asset Management Corp trimmed its stake in shares of Maximus, Inc. (NYSE:MMS – Free Report) by 28.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »