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Cordasco Financial Network boosted its position in AT&T Inc. (NYSE:T) by 16.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,709 shares of the technology company’s stock after purchasing an additional 1,494 shares during the period. Cordasco Financial Network’s holdings in AT&T were […]

Townsend & Associates Inc cut its position in shares of AT&T Inc. (NYSE:T) by 9.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 59,148 shares of the technology company’s stock after selling 6,220 shares during the quarter. AT&T accounts for […]

Meridian Management Co. lowered its stake in shares of iShares Short Maturity Bond ETF (BATS:NEAR) by 6.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,310 shares of the company’s stock after selling 750 shares during the quarter. […]

LVM Capital Management Ltd. MI lowered its holdings in Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 6.1% in the second quarter, Holdings Channel reports. The firm owned 170,462 shares of the bank’s stock after selling 11,020 shares during the quarter. Toronto-Dominion Bank comprises about 1.6% of LVM Capital Management Ltd. MI’s holdings, making the stock its 26th […]

Stone House Investment Management LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 10.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,083 shares of the biopharmaceutical company’s stock after buying an additional 676 shares during the […]

Carlson Capital Management lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 16.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 14,428 shares of the biopharmaceutical company’s stock after buying an additional 2,078 shares during the period. Carlson Capital Management’s holdings in Pfizer were worth $488,000 at the end of the most […]

Aua Capital Management LLC cut its holdings in shares of Schlumberger Limited. (NYSE:SLB) by 29.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,165 shares of the oil and gas company’s stock after selling 925 shares during the quarter. […]

Carlson Capital Management acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 6,701 shares of the network equipment provider’s stock, valued at approximately $313,000. Several other hedge funds also recently […]

LVM Capital Management Ltd. MI decreased its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 11.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 75,739 shares of the exchange traded fund’s stock after selling 10,235 shares during the […]

Aua Capital Management LLC reduced its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 36.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,424 shares of the exchange traded fund’s stock after selling 808 shares […]

Stone House Investment Management LLC purchased a new position in iShares MSCI ACWI ex US ETF (NASDAQ:ACWX) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 68,064 shares of the company’s stock, valued at approximately $2,943,000. iShares MSCI ACWI ex US ETF comprises approximately […]

Manchester Financial Inc. raised its position in shares of Pfizer Inc. (NYSE:PFE) by 26.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,165 shares of the biopharmaceutical company’s stock after purchasing an additional 1,478 shares during the quarter. Manchester Financial […]

Carlson Capital Management trimmed its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) by 7.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,789 shares of the company’s stock after selling 1,117 shares during the period. Carlson Capital Management’s […]

James Hambro & Partners trimmed its position in shares of Pfizer Inc. (NYSE:PFE) by 10.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,700 shares of the biopharmaceutical company’s stock after selling 3,460 shares during the period. James Hambro & Partners’ holdings […]

MERIAN GLOBAL INVESTORS UK Ltd reduced its position in shares of Morgan Stanley (NYSE:MS) by 25.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,385,201 shares of the financial services provider’s stock after selling 479,383 shares during the quarter. […]

Carlson Capital Management grew its stake in shares of Altria Group Inc (NYSE:MO) by 54.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,833 shares of the company’s stock after buying an additional 2,754 shares during the period. Carlson Capital Management’s holdings in Altria […]

LVM Capital Management Ltd. MI grew its stake in shares of Altria Group Inc (NYSE:MO) by 14.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 102,008 shares of the company’s stock after purchasing an additional 12,535 shares during the quarter. LVM Capital Management Ltd. […]

Carlson Capital Management lifted its stake in shares of Wells Fargo & Co (NYSE:WFC) by 18.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 26,002 shares of the financial services provider’s stock after purchasing an additional 4,011 shares during the quarter. Carlson Capital […]

Sound Income Strategies LLC boosted its stake in shares of AT&T Inc. (NYSE:T) by 8.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,873 shares of the technology company’s stock after acquiring an additional 8,757 shares during the quarter. AT&T […]

Sound Income Strategies LLC grew its position in Pfizer Inc. (NYSE:PFE) by 13.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,567 shares of the biopharmaceutical company’s stock after buying an additional 9,358 shares during the quarter. Pfizer accounts for 0.8% […]

Investment House LLC raised its holdings in shares of Pfizer Inc. (NYSE:PFE) by 1.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 65,168 shares of the biopharmaceutical company’s stock after purchasing an additional 820 shares during the quarter. Investment […]

Veracity Capital LLC cut its stake in shares of AT&T Inc. (NYSE:T) by 67.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,136 shares of the technology company’s stock after selling 40,195 shares during the quarter. Veracity Capital LLC’s holdings in AT&T […]

LVM Capital Management Ltd. MI bought a new position in shares of iShares Gold Trust (NYSEARCA:IAU) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 547,685 shares of the exchange traded fund’s stock, valued at approximately $9,305,000. iShares Gold Trust accounts […]

Johanson Financial Advisors Inc. reduced its holdings in Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 10.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,785 shares of the bank’s stock after selling 1,094 shares during the quarter. Johanson Financial Advisors Inc.’s holdings in Toronto-Dominion […]

Townsend & Associates Inc bought a new stake in Fastenal (NASDAQ:FAST) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 45,896 shares of the company’s stock, valued at approximately $1,966,000. Fastenal accounts for about 1.7% of Townsend & Associates […]