Home » Author Archive
Philip Morris International Inc. (NYSE:PM) Shares Purchased by Herold Advisors Inc.
Herold Advisors Inc. boosted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 8.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Herold Advisors Inc. Boosts Position in AbbVie Inc. (NYSE:ABBV)
Herold Advisors Inc. lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 35,528 shares of the company’s... More of this article »
Bartlett & Co. LLC Raises Position in MetLife, Inc. (NYSE:MET)
Bartlett & Co. LLC increased its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 3,090.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lowered by Pacifica Partners Inc.
Pacifica Partners Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 25.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Farmers & Merchants Trust Co of Chambersburg PA Lowers Holdings in Pfizer Inc. (NYSE:PFE)
Farmers & Merchants Trust Co of Chambersburg PA trimmed its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.4% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Maple Capital Management Inc. Has $996,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)
Maple Capital Management Inc. raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 7.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,166 shares of the... More of this article »
Astoria Portfolio Advisors LLC. Increases Stake in Pfizer Inc. (NYSE:PFE)
Astoria Portfolio Advisors LLC. increased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 9.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,803 shares... More of this article »
Maple Capital Management Inc. Has $658,000 Position in Tesla, Inc. (NASDAQ:TSLA)
Maple Capital Management Inc. reduced its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Guardian Investment Management Sells 6,723 Shares of AbbVie Inc. (NYSE:ABBV)
Guardian Investment Management cut its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 22.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Drive Wealth Management LLC Sells 165 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Drive Wealth Management LLC cut its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,304 shares of the company’s... More of this article »
Drive Wealth Management LLC Purchases 596 Shares of Tesla, Inc. (NASDAQ:TSLA)
Drive Wealth Management LLC raised its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
SeaCrest Wealth Management LLC Raises Stock Position in Pfizer Inc. (NYSE:PFE)
SeaCrest Wealth Management LLC lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Avion Wealth Boosts Stock Position in Tesla, Inc. (NASDAQ:TSLA)
Avion Wealth raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by AdvisorNet Financial Inc
AdvisorNet Financial Inc grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Patten & Patten Inc. TN Acquires 3,408 Shares of Pfizer Inc. (NYSE:PFE)
Patten & Patten Inc. TN increased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 3.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Adams Asset Advisors LLC
Adams Asset Advisors LLC decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
KRS Capital Management LLC Sells 75 Shares of Tesla, Inc. (NASDAQ:TSLA)
KRS Capital Management LLC trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.2% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 2,235 shares of the electric... More of this article »
SeaCrest Wealth Management LLC Trims Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
SeaCrest Wealth Management LLC cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 55,742 shares of the network... More of this article »
Asset Management Resources LLC Buys Shares of 1,705 The Procter & Gamble Company (NYSE:PG)
Asset Management Resources LLC purchased a new position in The Procter & Gamble Company (NYSE:PG – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Ronald Blue Trust Inc. Purchases New Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)
Ronald Blue Trust Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Bartlett & Co. LLC Grows Stake in Fiserv, Inc. (NASDAQ:FISV)
Bartlett & Co. LLC lifted its stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 162.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Bought by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Ritholtz Wealth Management Has $135.28 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Ritholtz Wealth Management increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Wealthstar Advisors LLC Purchases 78 Shares of Invesco QQQ (NASDAQ:QQQ)
Wealthstar Advisors LLC grew its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Capital Wealth Advisors Acquires 1,277 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Vanguard Capital Wealth Advisors lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Intel Co. (NASDAQ:INTC) Shares Sold by Herold Advisors Inc.
Herold Advisors Inc. cut its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 21.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,633... More of this article »
Carr Financial Group Corp Boosts Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Carr Financial Group Corp raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Crescent Grove Advisors LLC Trims Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Crescent Grove Advisors LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 19.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Ritholtz Wealth Management Purchases 1,680 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Ritholtz Wealth Management raised its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 17.3% during the second quarter, according to its most recent disclosure with the Securities and... More of this article »
Herold Advisors Inc. Sells 54 Shares of Caterpillar Inc. (NYSE:CAT)
Herold Advisors Inc. cut its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 4.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Visa Inc. (NYSE:V) Stake Raised by AdvisorNet Financial Inc
AdvisorNet Financial Inc increased its holdings in Visa Inc. (NYSE:V – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
CCG Wealth Management LLC Decreases Position in UnitedHealth Group Incorporated (NYSE:UNH)
CCG Wealth Management LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Pinnacle Bancorp Inc. Increases Stock Holdings in Chevron Co. (NYSE:CVX)
Pinnacle Bancorp Inc. grew its stake in Chevron Co. (NYSE:CVX – Free Report) by 3.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
ZWJ Investment Counsel Inc. Acquires 10,453 Shares of Alphabet Inc. (NASDAQ:GOOG)
ZWJ Investment Counsel Inc. grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 487,229... More of this article »
Alhambra Investment Partners LLC Has $511,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)
Alhambra Investment Partners LLC trimmed its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 39.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Bartlett & Co. LLC Sells 401 Shares of L3Harris Technologies, Inc. (NYSE:LHX)
Bartlett & Co. LLC cut its holdings in L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 3.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
AdvisorNet Financial Inc Sells 1,023 Shares of Merck & Co., Inc. (NYSE:MRK)
AdvisorNet Financial Inc decreased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
HB Wealth Management LLC Grows Position in Freeport-McMoRan Inc. (NYSE:FCX)
HB Wealth Management LLC lifted its holdings in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 4.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Head to Head Review: Suzano (SUZ) versus Its Peers
Suzano (NYSE:SUZ – Get Free Report) is one of 16 publicly-traded companies in the “Paper mills” industry, but how does it weigh in compared to its peers? We will compare Suzano to similar businesses based on the strength... More of this article »
Cullinan Associates Inc. Cuts Stake in Cognex Co. (NASDAQ:CGNX)
Cullinan Associates Inc. decreased its stake in Cognex Co. (NASDAQ:CGNX – Free Report) by 14.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Ronald Blue Trust Inc. Reduces Stake in Cummins Inc. (NYSE:CMI)
Ronald Blue Trust Inc. lessened its stake in Cummins Inc. (NYSE:CMI – Free Report) by 24.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,495 shares... More of this article »
Meta Platforms, Inc. (NASDAQ:META) is RJA Asset Management LLC’s 4th Largest Position
RJA Asset Management LLC increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 58.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Navalign LLC Has $1.41 Million Position in The Procter & Gamble Company (NYSE:PG)
Navalign LLC lowered its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Xponance Inc. Sells 1,050 Shares of Consolidated Edison, Inc. (NYSE:ED)
Xponance Inc. decreased its holdings in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 2.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Joule Financial LLC Sells 106 Shares of Meta Platforms, Inc. (NASDAQ:META)
Joule Financial LLC reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Park Avenue Securities LLC Sells 291 Shares of DexCom, Inc. (NASDAQ:DXCM)
Park Avenue Securities LLC lessened its position in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 1.7% 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 »
First Trust Direct Indexing L.P. Has $607,000 Holdings in Barclays PLC (NYSE:BCS)
First Trust Direct Indexing L.P. decreased its stake in Barclays PLC (NYSE:BCS) by 7.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 77,254 shares... More of this article »
LVW Advisors LLC Reduces Stock Position in The Procter & Gamble Company (NYSE:PG)
LVW Advisors LLC cut its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 5.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »