Home » Author Archive
First PREMIER Bank Buys New Position in GE HealthCare Technologies Inc. (NASDAQ:GEHC)
First PREMIER Bank bought a new stake in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Patriot Investment Management Group Inc. Boosts Holdings in Mondelez International, Inc. (NASDAQ:MDLZ)
Patriot Investment Management Group Inc. raised its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 3.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Marcum Wealth LLC Has $1.32 Million Stake in Verizon Communications Inc. (NYSE:VZ)
Marcum Wealth LLC reduced its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 9.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 35,539 shares of the cell... More of this article »
Crescent Grove Advisors LLC Invests $205,000 in Edwards Lifesciences Co. (NYSE:EW)
Crescent Grove Advisors LLC purchased a new position in Edwards Lifesciences Co. (NYSE:EW – Free Report) during the 2nd quarter, Holdings Channel reports. The fund purchased 2,171 shares of the medical research company’s... More of this article »
Wealth Alliance Advisory Group LLC Acquires 1,925 Shares of Meta Platforms, Inc. (NASDAQ:META)
Wealth Alliance Advisory Group LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 89.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Stock Position Trimmed by Franklin Street Advisors Inc. NC
Franklin Street Advisors Inc. NC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.7% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 97,515 shares of... More of this article »
Waypoint Capital Advisors LLC Buys 53 Shares of Meta Platforms, Inc. (NASDAQ:META)
Waypoint Capital Advisors LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.6% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 2,065... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Cambridge Advisors Inc.
Cambridge Advisors Inc. lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 29.0% in the second quarter, HoldingsChannel.com reports. The fund owned 3,709 shares of the social networking company’s... More of this article »
Prairie Sky Financial Group LLC Acquires New Position in McDonald’s Co. (NYSE:MCD)
Prairie Sky Financial Group LLC acquired a new stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,836... More of this article »
Crescent Grove Advisors LLC Buys 5,998 Shares of Verizon Communications Inc. (NYSE:VZ)
Crescent Grove Advisors LLC raised its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 65.9% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 15,097 shares of... More of this article »
Perpetual Ltd Sells 294 Shares of BlackRock, Inc. (NYSE:BLK)
Perpetual Ltd lowered its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 1.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 18,737 shares of the asset manager’s... More of this article »
Marcum Wealth LLC Acquires 449 Shares of McDonald’s Co. (NYSE:MCD)
Marcum Wealth LLC lifted its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 6.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 7,184 shares of the fast-food giant’s stock after buying... More of this article »
Sunflower Bank N.A. Reduces Stock Holdings in McDonald’s Co. (NYSE:MCD)
Sunflower Bank N.A. reduced its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 9.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 830 shares... More of this article »
Northstar Advisory Group LLC Increases Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Northstar Advisory Group LLC grew its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Tectonic Advisors LLC Buys 1,343 Shares of The Walt Disney Company (NYSE:DIS)
Tectonic Advisors LLC boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 18.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Stock Position Lifted by Patriot Investment Management Group Inc.
Patriot Investment Management Group Inc. boosted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.8% in the second quarter, Holdings Channel reports. The institutional investor owned 1,291 shares of the retailer’s... More of this article »
First PREMIER Bank Sells 500 Shares of The Walt Disney Company (NYSE:DIS)
First PREMIER Bank cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 48.7% during the 2nd quarter, Holdings Channel reports. The firm owned 527 shares of the entertainment giant’s stock after selling... More of this article »
First PREMIER Bank Has $3.26 Million Holdings in Pfizer Inc. (NYSE:PFE)
First PREMIER Bank lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Mayflower Financial Advisors LLC Buys 860 Shares of The Charles Schwab Co. (NYSE:SCHW)
Mayflower Financial Advisors LLC boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 22.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Hudson Capital Management LLC Purchases Shares of 934 Tesla, Inc. (NASDAQ:TSLA)
Hudson Capital Management LLC purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Triangle Securities Wealth Management
Triangle Securities Wealth Management trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 51,659 shares of the information services... More of this article »
297 Shares in ASML Holding (NASDAQ:ASML) Bought by First PREMIER Bank
First PREMIER Bank bought a new position in ASML Holding (NASDAQ:ASML – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 297 shares of... More of this article »
Patriot Investment Management Group Inc. Has $649,000 Stock Position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)
Patriot Investment Management Group Inc. lessened its stake in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 3.3% during the 2nd quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Wealth Alliance Advisory Group LLC Invests $43,000 in Absci Co. (NASDAQ:ABSI)
Wealth Alliance Advisory Group LLC bought a new position in shares of Absci Co. (NASDAQ:ABSI – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Marsh & McLennan Companies (NYSE:MMC) Sets New 12-Month High Following Dividend Announcement
Marsh & McLennan Companies, Inc. (NYSE:MMC – Get Free Report) shares hit a new 52-week high on Wednesday following a dividend announcement from the company. The stock traded as high as $198.85 and last traded at $198.49,... More of this article »
Sugarloaf Wealth Management LLC Acquires 257 Shares of Exxon Mobil Co. (NYSE:XOM)
Sugarloaf Wealth Management LLC raised its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Windsor Capital Management LLC Raises Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Windsor Capital Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the 2nd quarter, HoldingsChannel reports. The fund owned 55,615 shares of the company’s... More of this article »
Crescent Grove Advisors LLC Acquires Shares of 19,787 Weave Communications, Inc. (NYSE:WEAV)
Crescent Grove Advisors LLC acquired a new stake in shares of Weave Communications, Inc. (NYSE:WEAV – Free Report) in the second quarter, Holdings Channel reports. The firm acquired 19,787 shares of the company’s stock,... More of this article »
Mayflower Financial Advisors LLC Purchases New Shares in Toast, Inc. (NYSE:TOST)
Mayflower Financial Advisors LLC purchased a new stake in shares of Toast, Inc. (NYSE:TOST – Free Report) in the second quarter, HoldingsChannel.com reports. The firm purchased 10,372 shares of the company’s stock, valued... More of this article »
Family Investment Center Inc. Sells 112 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Family Investment Center Inc. decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Consilium Wealth Advisory LLC Acquires 1,498 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Consilium Wealth Advisory LLC grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 45.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Tilia Fiduciary Partners Inc. Purchases 124 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Tilia Fiduciary Partners Inc. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Keysight Technologies, Inc. (NYSE:KEYS) Shares Sold by Everhart Financial Group Inc.
Everhart Financial Group Inc. trimmed its holdings in Keysight Technologies, Inc. (NYSE:KEYS – Free Report) by 13.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Everhart Financial Group Inc. Acquires 335 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Everhart Financial Group Inc. lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.6% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 7,555 shares of the company’s stock... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Bought by Central Bank & Trust Co.
Central Bank & Trust Co. increased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Stake Boosted by Davis Rea LTD.
Davis Rea LTD. increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,294 shares of the healthcare... More of this article »
Tectonic Advisors LLC Sells 6,055 Shares of Builders FirstSource, Inc. (NYSE:BLDR)
Tectonic Advisors LLC reduced its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 59.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Tectonic Advisors LLC Acquires 654 Shares of BancFirst Co. (NASDAQ:BANF)
Tectonic Advisors LLC grew its holdings in shares of BancFirst Co. (NASDAQ:BANF – Free Report) by 8.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,096 shares of the bank’s... More of this article »
Tectonic Advisors LLC Increases Stock Position in NCR Co. (NYSE:NCR)
Tectonic Advisors LLC boosted its position in NCR Co. (NYSE:NCR – Free Report) by 8.1% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 26,401 shares of the information technology services... More of this article »
Tectonic Advisors LLC Has $707,000 Stake in Fiserv, Inc. (NASDAQ:FISV)
Tectonic Advisors LLC cut its holdings in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 39.7% during the 2nd quarter, Holdings Channel reports. The firm owned 5,606 shares of the company’s stock after selling 3,695... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Holdings Raised by Tectonic Advisors LLC
Tectonic Advisors LLC increased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 14.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Tectonic Advisors LLC Has $806,000 Stock Position in Encore Wire Co. (NASDAQ:WIRE)
Tectonic Advisors LLC raised its position in Encore Wire Co. (NASDAQ:WIRE – Free Report) by 37.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Tectonic Advisors LLC Invests $854,000 in D.R. Horton, Inc. (NYSE:DHI)
Tectonic Advisors LLC bought a new stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm bought 7,015 shares of the construction company’s stock, valued... More of this article »
37,058 Shares in Angi Inc. (NASDAQ:ANGI) Acquired by Counterpoint Mutual Funds LLC
Counterpoint Mutual Funds LLC purchased a new stake in Angi Inc. (NASDAQ:ANGI – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund purchased 37,058 shares of the technology company’s stock, valued... More of this article »
Tectonic Advisors LLC Boosts Holdings in Stratus Properties Inc. (NASDAQ:STRS)
Tectonic Advisors LLC grew its holdings in Stratus Properties Inc. (NASDAQ:STRS – Free Report) by 9.3% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 33,343 shares of the financial services provider’s... More of this article »
Marcum Wealth LLC Purchases 858 Shares of Genuine Parts (NYSE:GPC)
Marcum Wealth LLC grew its position in Genuine Parts (NYSE:GPC – Free Report) by 27.0% during the second quarter, HoldingsChannel reports. The firm owned 4,034 shares of the specialty retailer’s stock after buying an additional... More of this article »
Counterpoint Mutual Funds LLC Buys New Shares in MasterBrand, Inc. (NYSE:MBC)
Counterpoint Mutual Funds LLC purchased a new position in MasterBrand, Inc. (NYSE:MBC – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Counterpoint Mutual Funds LLC Sells 2,072 Shares of Owens & Minor, Inc. (NYSE:OMI)
Counterpoint Mutual Funds LLC cut its stake in Owens & Minor, Inc. (NYSE:OMI – Free Report) by 24.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »