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Image for Farmers & Merchants Investments Inc. Sells 272 Shares of United Parcel Service, Inc. (NYSE:UPS)

Farmers & Merchants Investments Inc. Sells 272 Shares of United Parcel Service, Inc. (NYSE:UPS)

Farmers & Merchants Investments Inc. cut its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.9% during the second quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Synergy Asset Management LLC Trims Stock Holdings in Equinox Gold Corp. (NYSEAMERICAN:EQX)

Synergy Asset Management LLC Trims Stock Holdings in Equinox Gold Corp. (NYSEAMERICAN:EQX)

Synergy Asset Management LLC lowered its stake in shares of Equinox Gold Corp. (NYSEAMERICAN:EQX – Free Report) by 29.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Kornitzer Capital Management Inc. KS Makes New $322,000 Investment in Zoetis Inc. (NYSE:ZTS)

Kornitzer Capital Management Inc. KS Makes New $322,000 Investment in Zoetis Inc. (NYSE:ZTS)

Kornitzer Capital Management Inc. KS bought a new position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Farmers & Merchants Investments Inc. Has $3.79 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Farmers & Merchants Investments Inc. Has $3.79 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Farmers & Merchants Investments Inc. increased its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.9% during the second quarter, according to the company in its most recent 13F filing with... More of this article »
Image for BBR Partners LLC Makes New $209,000 Investment in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

BBR Partners LLC Makes New $209,000 Investment in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

BBR Partners LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for 1,045 Shares in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Purchased by BBR Partners LLC

1,045 Shares in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Purchased by BBR Partners LLC

BBR Partners LLC bought a new position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Arizona State Retirement System Increases Holdings in Crown Castle Inc. (NYSE:CCI)

Arizona State Retirement System Increases Holdings in Crown Castle Inc. (NYSE:CCI)

Arizona State Retirement System grew its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 1.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Republic Services, Inc. (NYSE:RSG) Shares Bought by Arizona State Retirement System

Republic Services, Inc. (NYSE:RSG) Shares Bought by Arizona State Retirement System

Arizona State Retirement System grew its stake in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Arizona State Retirement System Acquires 1,068 Shares of CME Group Inc. (NASDAQ:CME)

Arizona State Retirement System Acquires 1,068 Shares of CME Group Inc. (NASDAQ:CME)

Arizona State Retirement System boosted its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 1.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for TD Asset Management Inc Lowers Position in The Descartes Systems Group Inc. (NASDAQ:DSGX)

TD Asset Management Inc Lowers Position in The Descartes Systems Group Inc. (NASDAQ:DSGX)

TD Asset Management Inc trimmed its holdings in shares of The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Victory Capital Management Inc. Grows Position in UniFirst Co. (NYSE:UNF)

Victory Capital Management Inc. Grows Position in UniFirst Co. (NYSE:UNF)

Victory Capital Management Inc. raised its position in UniFirst Co. (NYSE:UNF – Free Report) by 8.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Victory Capital Management Inc. Increases Stock Holdings in Sonoco Products (NYSE:SON)

Victory Capital Management Inc. Increases Stock Holdings in Sonoco Products (NYSE:SON)

Victory Capital Management Inc. raised its holdings in Sonoco Products (NYSE:SON – Free Report) by 2.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,195,155 shares... More of this article »
Image for Victory Capital Management Inc. Has $110.87 Million Holdings in Helmerich & Payne, Inc. (NYSE:HP)

Victory Capital Management Inc. Has $110.87 Million Holdings in Helmerich & Payne, Inc. (NYSE:HP)

Victory Capital Management Inc. decreased its stake in shares of Helmerich & Payne, Inc. (NYSE:HP – Free Report) by 2.6% during the second quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Victory Capital Management Inc. Has $113.55 Million Stock Position in Honeywell International Inc. (NASDAQ:HON)

Victory Capital Management Inc. Has $113.55 Million Stock Position in Honeywell International Inc. (NASDAQ:HON)

Victory Capital Management Inc. cut its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Victory Capital Management Inc. Has $113.89 Million Holdings in The Hanover Insurance Group, Inc. (NYSE:THG)

Victory Capital Management Inc. Has $113.89 Million Holdings in The Hanover Insurance Group, Inc. (NYSE:THG)

Victory Capital Management Inc. cut its holdings in shares of The Hanover Insurance Group, Inc. (NYSE:THG – Free Report) by 15.1% during the 2nd quarter, Holdings Channel reports. The firm owned 907,912 shares of the insurance... More of this article »
Image for John Bean Technologies Co. (NYSE:JBT) Shares Purchased by Victory Capital Management Inc.

John Bean Technologies Co. (NYSE:JBT) Shares Purchased by Victory Capital Management Inc.

Victory Capital Management Inc. lifted its stake in John Bean Technologies Co. (NYSE:JBT – Free Report) by 0.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Victory Capital Management Inc. Has $162.24 Million Stake in Wintrust Financial Co. (NASDAQ:WTFC)

Victory Capital Management Inc. Has $162.24 Million Stake in Wintrust Financial Co. (NASDAQ:WTFC)

Victory Capital Management Inc. trimmed its position in Wintrust Financial Co. (NASDAQ:WTFC – Free Report) by 6.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Victory Capital Management Inc. Raises Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Victory Capital Management Inc. Raises Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Victory Capital Management Inc. grew its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.0% in the second quarter, Holdings Channel reports. The fund owned 1,215,700 shares of the company’s... More of this article »
Image for BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM) Position Boosted by Blue Bell Private Wealth Management LLC

BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM) Position Boosted by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC grew its holdings in BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM – Free Report) by 197.9% during the second quarter, according to its most recent filing with the Securities... More of this article »
Image for LGT Financial Advisors LLC Sells 3,249 Shares of Teck Resources Limited (NYSE:TECK)

LGT Financial Advisors LLC Sells 3,249 Shares of Teck Resources Limited (NYSE:TECK)

LGT Financial Advisors LLC lowered its position in shares of Teck Resources Limited (NYSE:TECK – Free Report) (TSE:TECK) by 82.3% in the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Blue Bell Private Wealth Management LLC Acquires 39,255 Shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO)

Blue Bell Private Wealth Management LLC Acquires 39,255 Shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO)

Blue Bell Private Wealth Management LLC raised its holdings in BNY Mellon Strategic Municipals, Inc. (NYSE:LEO – Free Report) by 228.2% during the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Blue Bell Private Wealth Management LLC Buys 22,754 Shares of MFS High Yield Municipal Trust (NYSE:CMU)

Blue Bell Private Wealth Management LLC Buys 22,754 Shares of MFS High Yield Municipal Trust (NYSE:CMU)

Blue Bell Private Wealth Management LLC grew its stake in MFS High Yield Municipal Trust (NYSE:CMU – Free Report) by 137.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Blue Bell Private Wealth Management LLC Purchases 1,377 Shares of Morgan Stanley India Investment Fund, Inc. (NYSE:IIF)

Blue Bell Private Wealth Management LLC Purchases 1,377 Shares of Morgan Stanley India Investment Fund, Inc. (NYSE:IIF)

Blue Bell Private Wealth Management LLC boosted its position in Morgan Stanley India Investment Fund, Inc. (NYSE:IIF – Free Report) by 23.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for iShares Convertible Bond ETF (BATS:ICVT) Shares Purchased by LGT Financial Advisors LLC

iShares Convertible Bond ETF (BATS:ICVT) Shares Purchased by LGT Financial Advisors LLC

LGT Financial Advisors LLC raised its stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 336.1% during the second quarter, HoldingsChannel reports. The institutional investor owned 362 shares of the company’s... More of this article »
Image for Invesco Municipal Opportunity Trust (NYSE:VMO) Shares Purchased by Blue Bell Private Wealth Management LLC

Invesco Municipal Opportunity Trust (NYSE:VMO) Shares Purchased by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC boosted its holdings in shares of Invesco Municipal Opportunity Trust (NYSE:VMO – Free Report) by 7.7% in the second quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Blue Bell Private Wealth Management LLC Has $262,000 Stock Holdings in Abrdn Emerging Markets Equity Income Fund Inc (NYSE:AEF)

Blue Bell Private Wealth Management LLC Has $262,000 Stock Holdings in Abrdn Emerging Markets Equity Income Fund Inc (NYSE:AEF)

Blue Bell Private Wealth Management LLC grew its stake in shares of Abrdn Emerging Markets Equity Income Fund Inc (NYSE:AEF – Free Report) by 42.4% during the second quarter, according to the company in its most recent disclosure... More of this article »
Image for Pioneer Municipal High Income Opportunities Fund, Inc. (NYSE:MIO) Shares Bought by Blue Bell Private Wealth Management LLC

Pioneer Municipal High Income Opportunities Fund, Inc. (NYSE:MIO) Shares Bought by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC lifted its holdings in shares of Pioneer Municipal High Income Opportunities Fund, Inc. (NYSE:MIO – Free Report) by 82.9% in the 2nd quarter, Holdings Channel.com reports. The institutional... More of this article »
Image for Foster & Motley Inc. Trims Stake in Danaher Co. (NYSE:DHR)

Foster & Motley Inc. Trims Stake in Danaher Co. (NYSE:DHR)

Foster & Motley Inc. trimmed its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 11.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,237 shares of the conglomerate’s... More of this article »
Image for Kellanova (NYSE:K) Shares Purchased by TD Asset Management Inc

Kellanova (NYSE:K) Shares Purchased by TD Asset Management Inc

TD Asset Management Inc boosted its holdings in Kellanova (NYSE:K – Free Report) by 3.0% during the 2nd quarter, Holdings Channel reports. The fund owned 1,391,196 shares of the company’s stock after acquiring an additional... More of this article »
Image for MCF Advisors LLC Takes $26,000 Position in Cheniere Energy, Inc. (NYSE:LNG)

MCF Advisors LLC Takes $26,000 Position in Cheniere Energy, Inc. (NYSE:LNG)

MCF Advisors LLC bought a new position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 148 shares... More of this article »
Image for Columbia Asset Management Acquires New Shares in Juniper Networks, Inc. (NYSE:JNPR)

Columbia Asset Management Acquires New Shares in Juniper Networks, Inc. (NYSE:JNPR)

Columbia Asset Management acquired a new stake in shares of Juniper Networks, Inc. (NYSE:JNPR – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for TransMedics Group, Inc. (NASDAQ:TMDX) Shares Sold by MCF Advisors LLC

TransMedics Group, Inc. (NASDAQ:TMDX) Shares Sold by MCF Advisors LLC

MCF Advisors LLC lessened its stake in shares of TransMedics Group, Inc. (NASDAQ:TMDX – Free Report) by 34.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Kornitzer Capital Management Inc. KS Lowers Stock Holdings in Malibu Boats, Inc. (NASDAQ:MBUU)

Kornitzer Capital Management Inc. KS Lowers Stock Holdings in Malibu Boats, Inc. (NASDAQ:MBUU)

Kornitzer Capital Management Inc. KS reduced its position in shares of Malibu Boats, Inc. (NASDAQ:MBUU – Free Report) by 24.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Kornitzer Capital Management Inc. KS Buys 825 Shares of NICE Ltd. (NASDAQ:NICE)

Kornitzer Capital Management Inc. KS Buys 825 Shares of NICE Ltd. (NASDAQ:NICE)

Kornitzer Capital Management Inc. KS lifted its stake in NICE Ltd. (NASDAQ:NICE – Free Report) by 25.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Kornitzer Capital Management Inc. KS Has $619,000 Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

Kornitzer Capital Management Inc. KS Has $619,000 Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

Kornitzer Capital Management Inc. KS lessened its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.0% during the second quarter, according to the company in its most recent filing with the... More of this article »
Image for 691 Shares in The Sherwin-Williams Company (NYSE:SHW) Acquired by Kornitzer Capital Management Inc. KS

691 Shares in The Sherwin-Williams Company (NYSE:SHW) Acquired by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS purchased a new stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Yacktman Asset Management LP Sells 7,874 Shares of Johnson & Johnson (NYSE:JNJ)

Yacktman Asset Management LP Sells 7,874 Shares of Johnson & Johnson (NYSE:JNJ)

Yacktman Asset Management LP lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kornitzer Capital Management Inc. KS Invests $389,000 in GE Vernova Inc. (NYSE:GEV)

Kornitzer Capital Management Inc. KS Invests $389,000 in GE Vernova Inc. (NYSE:GEV)

Kornitzer Capital Management Inc. KS acquired a new position in GE Vernova Inc. (NYSE:GEV – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
Image for Kornitzer Capital Management Inc. KS Sells 900 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

Kornitzer Capital Management Inc. KS Sells 900 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

Kornitzer Capital Management Inc. KS lessened its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 20.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Belpointe Asset Management LLC Has $701,000 Stock Position in Duke Energy Co. (NYSE:DUK)

Belpointe Asset Management LLC Has $701,000 Stock Position in Duke Energy Co. (NYSE:DUK)

Belpointe Asset Management LLC reduced its position in Duke Energy Co. (NYSE:DUK – Free Report) by 4.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 6,989 shares of the utilities provider’s... More of this article »
Image for Family Asset Management LLC Purchases 147 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Family Asset Management LLC Purchases 147 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Family Asset Management LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 8.4% in the second quarter, HoldingsChannel.com reports. The fund owned 1,896 shares of the financial services provider’s stock after buying... More of this article »
Image for TD Asset Management Inc Buys 24,073 Shares of Ferguson plc (NASDAQ:FERG)

TD Asset Management Inc Buys 24,073 Shares of Ferguson plc (NASDAQ:FERG)

TD Asset Management Inc boosted its stake in shares of Ferguson plc (NASDAQ:FERG – Free Report) by 7.5% during the second quarter, Holdings Channel.com reports. The firm owned 343,819 shares of the company’s stock after... More of this article »
Image for Genuine Parts (NYSE:GPC) Shares Bought by Larson Financial Group LLC

Genuine Parts (NYSE:GPC) Shares Bought by Larson Financial Group LLC

Larson Financial Group LLC grew its holdings in shares of Genuine Parts (NYSE:GPC – Free Report) by 14.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Augustine Asset Management Inc. Increases Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Augustine Asset Management Inc. Increases Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Augustine Asset Management Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 35,100 shares... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by Pettee Investors Inc.

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Pettee Investors Inc.

Pettee Investors Inc. trimmed its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 52.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by First National Trust Co

Exxon Mobil Co. (NYSE:XOM) Shares Bought by First National Trust Co

First National Trust Co grew its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 12.1% 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 Exxon Mobil Co. (NYSE:XOM) Shares Purchased by Simon Quick Advisors LLC

Exxon Mobil Co. (NYSE:XOM) Shares Purchased by Simon Quick Advisors LLC

Simon Quick Advisors LLC grew its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 11.5% in the second quarter, HoldingsChannel reports. The fund owned 17,705 shares of the oil and gas company’s stock after... More of this article »
Image for Foundations Investment Advisors LLC Cuts Stock Position in Coinbase Global, Inc. (NASDAQ:COIN)

Foundations Investment Advisors LLC Cuts Stock Position in Coinbase Global, Inc. (NASDAQ:COIN)

Foundations Investment Advisors LLC cut its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 11.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 3,829 shares of the cryptocurrency exchange’s stock... More of this article »
Image for Larson Financial Group LLC Acquires 2,375 Shares of Alphabet Inc. (NASDAQ:GOOG)

Larson Financial Group LLC Acquires 2,375 Shares of Alphabet Inc. (NASDAQ:GOOG)

Larson Financial Group LLC grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for First Business Financial Services Inc. Sells 140 Shares of Johnson & Johnson (NYSE:JNJ)

First Business Financial Services Inc. Sells 140 Shares of Johnson & Johnson (NYSE:JNJ)

First Business Financial Services Inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »