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AdvisorNet Financial Inc Sells 407 Shares of Pfizer Inc. (NYSE:PFE)
AdvisorNet Financial Inc lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Baldwin Brothers LLC MA Has $11.21 Million Stock Position in Chevron Co. (NYSE:CVX)
Baldwin Brothers LLC MA lowered its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.0% 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 »
Valeo Financial Advisors LLC Boosts Stake in The Procter & Gamble Company (NYSE:PG)
Valeo Financial Advisors LLC raised its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Sold by Aries Wealth Management
Aries Wealth Management reduced its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
ZWJ Investment Counsel Inc. Reduces Stake in Exxon Mobil Co. (NYSE:XOM)
ZWJ Investment Counsel Inc. cut its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 78,002 shares of the... More of this article »
Johnson & Johnson (NYSE:JNJ) Shares Acquired by Wesbanco Bank Inc.
Wesbanco Bank Inc. increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Prairie Sky Financial Group LLC Acquires New Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Prairie Sky Financial Group LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Crescent Grove Advisors LLC Sells 1,374 Shares of Exxon Mobil Co. (NYSE:XOM)
Crescent Grove Advisors LLC trimmed its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
ZWJ Investment Counsel Inc. Trims Position in JPMorgan Chase & Co. (NYSE:JPM)
ZWJ Investment Counsel Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Exxon Mobil Co. (NYSE:XOM) Stock Position Cut by Mayflower Financial Advisors LLC
Mayflower Financial Advisors LLC lowered its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Northstar Advisory Group LLC Sells 643 Shares of Johnson & Johnson (NYSE:JNJ)
Northstar Advisory Group LLC decreased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 30.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,447 shares... More of this article »
Darden Restaurants (NYSE:DRI) Updates FY 2024 Earnings Guidance
Darden Restaurants (NYSE:DRI – Get Free Report) updated its FY 2024 earnings guidance on Thursday. The company provided EPS guidance of $8.55-$8.85 for the period, compared to the consensus EPS estimate of $8.74. The company... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Sold by Summit Financial Group Inc.
Summit Financial Group Inc. trimmed its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Mayflower Financial Advisors LLC Decreases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Mayflower Financial Advisors LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.8% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Harel Insurance Investments & Financial Services Ltd. Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)
Harel Insurance Investments & Financial Services Ltd. acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Harel Insurance Investments & Financial Services Ltd. Has $1.21 Million Holdings in Moderna, Inc. (NASDAQ:MRNA)
Harel Insurance Investments & Financial Services Ltd. decreased its position in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) by 57.1% in the 2nd quarter, according to the company in its most recent disclosure with... More of this article »
Bartlett & Co. LLC Has $834,000 Stock Position in Parker-Hannifin Co. (NYSE:PH)
Bartlett & Co. LLC reduced its position in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,139... More of this article »
Bartlett & Co. LLC Sells 314 Shares of Otis Worldwide Co. (NYSE:OTIS)
Bartlett & Co. LLC lowered its stake in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 2.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,744 shares of the company’s... More of this article »
Applied Materials, Inc. (NASDAQ:AMAT) Stock Position Raised by Bartlett & Co. LLC
Bartlett & Co. LLC lifted its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 502.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
American International Group, Inc. (NYSE:AIG) Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management boosted its position in shares of American International Group, Inc. (NYSE:AIG – Free Report) by 76.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
4,609 Shares in iShares MSCI USA Quality Factor ETF (BATS:QUAL) Acquired by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Clear Creek Financial Management LLC Sells 1,060 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)
Clear Creek Financial Management LLC lowered its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 20.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Ritholtz Wealth Management Purchases 2,896 Shares of Micron Technology, Inc. (NASDAQ:MU)
Ritholtz Wealth Management increased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
International Business Machines Co. (NYSE:IBM) Shares Sold by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC lowered its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 4.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Clear Creek Financial Management LLC Cuts Stake in The TJX Companies, Inc. (NYSE:TJX)
Clear Creek Financial Management LLC decreased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Position Decreased by Ritholtz Wealth Management
Ritholtz Wealth Management reduced its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 10.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Herold Advisors Inc. Lowers Stake in DuPont de Nemours, Inc. (NYSE:DD)
Herold Advisors Inc. lessened its stake in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,743 shares of the basic materials company’s... More of this article »
Ritholtz Wealth Management Buys 185 Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Ritholtz Wealth Management increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 7.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Harel Insurance Investments & Financial Services Ltd. Sells 4,006 Shares of Nucor Co. (NYSE:NUE)
Harel Insurance Investments & Financial Services Ltd. trimmed its position in Nucor Co. (NYSE:NUE – Free Report) by 47.4% in the second quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Sibanye Stillwater Limited (NYSE:SBSW) Shares Bought by Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC grew its position in shares of Sibanye Stillwater Limited (NYSE:SBSW – Free Report) by 5.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Astoria Portfolio Advisors LLC. Sells 46 Shares of Meta Platforms, Inc. (NASDAQ:META)
Astoria Portfolio Advisors LLC. lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.7% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 1,638 shares... More of this article »
BCM Advisors LLC Makes New $243,000 Investment in Meta Platforms, Inc. (NASDAQ:META)
BCM Advisors LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Lorne Steinberg Wealth Management Inc.
Lorne Steinberg Wealth Management Inc. lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 0.5% in the second quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
SeaCrest Wealth Management LLC Sells 398 Shares of Target Co. (NYSE:TGT)
SeaCrest Wealth Management LLC lessened its position in shares of Target Co. (NYSE:TGT – Free Report) by 5.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 6,325 shares of the retailer’s... More of this article »
Venture Visionary Partners LLC Acquires 1,464 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Venture Visionary Partners LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 19,904... More of this article »
AdvisorNet Financial Inc Decreases Holdings in Delta Air Lines, Inc. (NYSE:DAL)
AdvisorNet Financial Inc lowered its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 4.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Venture Visionary Partners LLC Has $19.95 Million Stake in Visa Inc. (NYSE:V)
Venture Visionary Partners LLC grew its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Citigroup Inc. (NYSE:C) Position Reduced by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. decreased its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 24.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
626 Financial LLC Has $1.07 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)
626 Financial LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Navalign LLC
Navalign LLC decreased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Cornerstone Wealth Management LLC
Cornerstone Wealth Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 13.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Arden Trust Co Cuts Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Arden Trust Co trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 48.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
KLA Co. (NASDAQ:KLAC) Shares Sold by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. lessened its position in KLA Co. (NASDAQ:KLAC – Free Report) by 3.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Arden Trust Co Lowers Position in Corteva, Inc. (NYSE:CTVA)
Arden Trust Co lessened its stake in Corteva, Inc. (NYSE:CTVA – Free Report) by 46.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Valeo Financial Advisors LLC Trims Holdings in Lam Research Co. (NASDAQ:LRCX)
Valeo Financial Advisors LLC decreased its stake in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 68.6% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Arden Trust Co Sells 988 Shares of Medtronic plc (NYSE:MDT)
Arden Trust Co cut its stake in Medtronic plc (NYSE:MDT – Free Report) by 23.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,288 shares... More of this article »
General Electric (NYSE:GE) Shares Purchased by AdvisorNet Financial Inc
AdvisorNet Financial Inc raised its holdings in General Electric (NYSE:GE – Free Report) by 13.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 11,101 shares of the conglomerate’s... More of this article »
Ronald Blue Trust Inc. Cuts Stock Position in Corteva, Inc. (NYSE:CTVA)
Ronald Blue Trust Inc. cut its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 7.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »