Home » Author Archive
SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Sold by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC decreased its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 59.7% during the 2nd quarter, according to its most recent disclosure with the Securities... More of this article »
WCG Wealth Advisors LLC Has $2.65 Million Stock Holdings in Starbucks Co. (NASDAQ:SBUX)
WCG Wealth Advisors LLC boosted its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 20.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Richardson Financial Services Inc. Has $280,000 Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Richardson Financial Services Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Northrop Grumman Co. (NYSE:NOC) Shares Sold by Richardson Financial Services Inc.
Richardson Financial Services Inc. trimmed its stake in Northrop Grumman Co. (NYSE:NOC – Free Report) by 4.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Concorde Asset Management LLC Sells 4,863 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Concorde Asset Management LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 18.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
General Mills, Inc. (NYSE:GIS) Holdings Cut by Palouse Capital Management Inc.
Palouse Capital Management Inc. reduced its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Palouse Capital Management Inc. Purchases 4,955 Shares of United Parcel Service, Inc. (NYSE:UPS)
Palouse Capital Management Inc. increased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 37.1% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 18,319... More of this article »
Capco Asset Management LLC Has $24.06 Million Stock Position in Autodesk, Inc. (NASDAQ:ADSK)
Capco Asset Management LLC lifted its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Elo Mutual Pension Insurance Co Sells 9,127 Shares of U.S. Bancorp (NYSE:USB)
Elo Mutual Pension Insurance Co reduced its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 6.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Blair William & Co. IL Grows Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Blair William & Co. IL boosted its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 18.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Blair William & Co. IL Buys 56,519 Shares of Kimberly-Clark Co. (NYSE:KMB)
Blair William & Co. IL raised its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 43.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 185,646 shares... More of this article »
Waterloo Capital L.P. Purchases 1,303 Shares of Emerson Electric Co. (NYSE:EMR)
Waterloo Capital L.P. raised its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 11.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,055 shares of the... More of this article »
United Rentals, Inc. (NYSE:URI) Position Lifted by Vanguard Personalized Indexing Management LLC
Vanguard Personalized Indexing Management LLC raised its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 15.3% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 7,730 shares of the... More of this article »
Mathes Company Inc. Has $694,000 Holdings in Schlumberger Limited (NYSE:SLB)
Mathes Company Inc. lessened its stake in Schlumberger Limited (NYSE:SLB – Free Report) by 12.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,700... More of this article »
Chevron Co. (NYSE:CVX) Shares Sold by LJI Wealth Management LLC
LJI Wealth Management LLC lessened its position in Chevron Co. (NYSE:CVX – Free Report) by 2.2% 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 »
Mathes Company Inc. Sells 600 Shares of The Walt Disney Company (NYSE:DIS)
Mathes Company Inc. lessened its position in The Walt Disney Company (NYSE:DIS – Free Report) by 9.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,515 shares... More of this article »
LJI Wealth Management LLC Acquires 3,248 Shares of Oracle Co. (NYSE:ORCL)
LJI Wealth Management LLC grew its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 201.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Mathes Company Inc. Purchases Shares of 5,148 Blackstone Inc. (NYSE:BX)
Mathes Company Inc. acquired a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Palouse Capital Management Inc. Acquires 577 Shares of Becton, Dickinson and Company (NYSE:BDX)
Palouse Capital Management Inc. lifted its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 23.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
LJI Wealth Management LLC Lowers Holdings in The Walt Disney Company (NYSE:DIS)
LJI Wealth Management LLC lessened its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 35.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Bradley Foster & Sargent Inc. CT Sells 1,471 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Bradley Foster & Sargent Inc. CT cut its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 5.7% in the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Novo Nordisk A/S (NYSE:NVO) Stock Position Decreased by Mathes Company Inc.
Mathes Company Inc. cut its stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 5.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Palouse Capital Management Inc. Sells 187 Shares of The Walt Disney Company (NYSE:DIS)
Palouse Capital Management Inc. lowered its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 1.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Personalized Indexing Management LLC Has $4.42 Million Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Vanguard Personalized Indexing Management LLC boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 76,282 shares... More of this article »
Meiji Yasuda Life Insurance Co Cuts Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Meiji Yasuda Life Insurance Co trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 65.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Wealth Alliance Sells 2,281 Shares of CVS Health Co. (NYSE:CVS)
Wealth Alliance lessened its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 15.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Palouse Capital Management Inc. Has $1.16 Million Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Palouse Capital Management Inc. cut its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 3.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Argent Trust Co Buys 369 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Argent Trust Co grew its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 1.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 24,404... More of this article »
Vanguard Personalized Indexing Management LLC Reduces Position in CVS Health Co. (NYSE:CVS)
Vanguard Personalized Indexing Management LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 11.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
E Fund Management Co. Ltd. Has $1.08 Million Stake in Verizon Communications Inc. (NYSE:VZ)
E Fund Management Co. Ltd. grew its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Mercer Global Advisors Inc. ADV Raises Holdings in FedEx Co. (NYSE:FDX)
Mercer Global Advisors Inc. ADV lifted its holdings in FedEx Co. (NYSE:FDX – Free Report) by 4.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Bradley Foster & Sargent Inc. CT Lowers Holdings in CVS Health Co. (NYSE:CVS)
Bradley Foster & Sargent Inc. CT trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 43.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
RTX Co. (NYSE:RTX) Shares Acquired by Meiji Yasuda Asset Management Co Ltd.
Meiji Yasuda Asset Management Co Ltd. lifted its position in RTX Co. (NYSE:RTX – Free Report) by 8.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
FedEx Co. (NYSE:FDX) Shares Acquired by Bradley Foster & Sargent Inc. CT
Bradley Foster & Sargent Inc. CT boosted its stake in shares of FedEx Co. (NYSE:FDX – Free Report) by 1.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Mercer Global Advisors Inc. ADV Has $38.89 Million Holdings in Verizon Communications Inc. (NYSE:VZ)
Mercer Global Advisors Inc. ADV lifted its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 9.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Haverford Financial Services Inc. Reduces Position in Medtronic plc (NYSE:MDT)
Haverford Financial Services Inc. cut its position in Medtronic plc (NYSE:MDT – Free Report) by 10.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
LJI Wealth Management LLC Invests $414,000 in Salesforce, Inc. (NYSE:CRM)
LJI Wealth Management LLC bought a new stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
4,232 Shares in Freeport-McMoRan Inc. (NYSE:FCX) Bought by LJI Wealth Management LLC
LJI Wealth Management LLC bought a new stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Sold by MRP Capital Investments LLC
MRP Capital Investments LLC lessened its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 1.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Elo Mutual Pension Insurance Co
Elo Mutual Pension Insurance Co cut its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 4.5% during the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Amalgamated Bank Reduces Stock Holdings in CME Group Inc. (NASDAQ:CME)
Amalgamated Bank reduced its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 2.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Miramar Capital LLC Increases Stock Holdings in Paychex, Inc. (NASDAQ:PAYX)
Miramar Capital LLC lifted its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 51.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 67,746... More of this article »
Vanguard Personalized Indexing Management LLC Grows Stake in Capital One Financial Co. (NYSE:COF)
Vanguard Personalized Indexing Management LLC increased its holdings in Capital One Financial Co. (NYSE:COF – Free Report) by 11.1% during the second quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Parker-Hannifin Co. (NYSE:PH) Shares Sold by Amalgamated Bank
Amalgamated Bank trimmed its holdings in Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Garner Asset Management Corp Buys 3,548 Shares of ConocoPhillips (NYSE:COP)
Garner Asset Management Corp increased its position in ConocoPhillips (NYSE:COP – Free Report) by 25.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Stock Position Increased by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC boosted its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 20.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
XTX Topco Ltd Increases Position in Ford Motor (NYSE:F)
XTX Topco Ltd boosted its holdings in shares of Ford Motor (NYSE:F – Free Report) by 229.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Mittelman Wealth Management Increases Holdings in Amphenol Co. (NYSE:APH)
Mittelman Wealth Management boosted its position in Amphenol Co. (NYSE:APH – Free Report) by 100.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »