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AT&T Inc. (NYSE:T) Shares Purchased by Wealth Advisors Inc.

Wealth Advisors Inc. boosted its position in AT&T Inc. (NYSE:T) by 19.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,249 shares of the technology company’s stock after purchasing an additional 1,483 shares during the quarter. Wealth Advisors Inc.’s holdings in AT&T were […]

AT&T Inc. (NYSE:T) Shares Purchased by Cordasco Financial Network

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 […]

City Holding Co. Increases Stock Holdings in AT&T Inc. (NYSE:T)

City Holding Co. raised its stake in AT&T Inc. (NYSE:T) by 3.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 154,335 shares of the technology company’s stock after acquiring an additional 4,975 shares during the period. AT&T accounts for 1.2% of City Holding Co.’s portfolio, making the stock its 22nd biggest position. City Holding […]

Townsend & Associates Inc Has $1.79 Million Position in AT&T Inc. (NYSE:T)

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 […]

Manchester Financial Inc. Decreases Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Manchester Financial Inc. lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,322 shares of the network equipment provider’s stock after selling 725 shares during the period. Manchester Financial […]

iShares Short Maturity Bond ETF (BATS:NEAR) Shares Sold by Meridian Management Co.

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. […]

Aua Capital Management LLC Sells 2,839 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Aua Capital Management LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 36.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,981 shares of the network equipment provider’s stock after selling 2,839 shares during the quarter. Aua Capital Management LLC’s […]

LVM Capital Management Ltd. MI Has $7.60 Million Position in Toronto-Dominion Bank (NYSE:TD)

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 […]

Carlson Capital Management Has $16.33 Million Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Carlson Capital Management boosted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 378,971 shares of the exchange traded fund’s stock after purchasing an additional 8,699 shares during the […]

Stone House Investment Management LLC Purchases 676 Shares of Pfizer Inc. (NYSE:PFE)

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 […]

Prentiss Smith & Co. Inc. Decreases Stock Position in Pfizer Inc. (NYSE:PFE)

Prentiss Smith & Co. Inc. trimmed its position in shares of Pfizer Inc. (NYSE:PFE) by 3.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,474 shares of the biopharmaceutical company’s stock after selling 330 shares during the period. Prentiss […]

Pfizer Inc. (NYSE:PFE) Shares Bought by Carlson Capital Management

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 Sells 438 Shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Aua Capital Management LLC trimmed its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 4.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,048 shares of the exchange traded fund’s stock after selling 438 shares during the period. Aua […]

Aua Capital Management LLC Has $40,000 Stock Position in Schlumberger Limited. (NYSE:SLB)

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. […]

James Hambro & Partners Takes $212,000 Position in Wells Fargo & Co (NYSE:WFC)

James Hambro & Partners acquired a new position in Wells Fargo & Co (NYSE:WFC) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 8,284 shares of the financial services provider’s stock, valued at approximately $212,000. Several other hedge funds have also recently added to or […]

Carlson Capital Management Invests $313,000 in Cisco Systems, Inc. (NASDAQ:CSCO)

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 Reduces Stock Position in Morgan Stanley (NYSE:MS)

LVM Capital Management Ltd. MI cut its stake in shares of Morgan Stanley (NYSE:MS) by 2.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 184,865 shares of the financial services provider’s stock after selling 5,560 shares during the quarter. Morgan Stanley makes […]

LVM Capital Management Ltd. MI Has $3 Million Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

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 […]

LVM Capital Management Ltd. MI Raises Position in Pfizer Inc. (NYSE:PFE)

LVM Capital Management Ltd. MI grew its position in shares of Pfizer Inc. (NYSE:PFE) by 0.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 117,951 shares of the biopharmaceutical company’s stock after buying an additional 415 shares during the quarter. LVM […]

Aua Capital Management LLC Lowers Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

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 […]

Manchester Financial Inc. Trims Stock Holdings in Coca-Cola Co (The) (NYSE:KO)

Manchester Financial Inc. trimmed its holdings in Coca-Cola Co (The) (NYSE:KO) by 6.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,573 shares of the company’s stock after selling 1,938 shares during the period. Coca-Cola makes up 1.0% of Manchester Financial Inc.’s […]

Stone House Investment Management LLC Takes $2.94 Million Position in iShares MSCI ACWI ex US ETF (NASDAQ:ACWX)

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 […]

LVM Capital Management Ltd. MI Has $18.02 Million Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

LVM Capital Management Ltd. MI lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 386,428 shares of the network equipment provider’s stock after selling 3,550 shares during the period. Cisco Systems […]

Manchester Financial Inc. Has $234,000 Stake in Pfizer Inc. (NYSE:PFE)

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 […]

James Hambro & Partners Increases Holdings in Coca-Cola Co (The) (NYSE:KO)

James Hambro & Partners boosted its position in Coca-Cola Co (The) (NYSE:KO) by 22.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 174,371 shares of the company’s stock after purchasing an additional 32,523 shares during the period. Coca-Cola comprises 1.2% of James […]

Carlson Capital Management Sells 1,117 Shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

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 […]

Carlson Capital Management Decreases Holdings in Coca-Cola Co (The) (NYSE:KO)

Carlson Capital Management reduced its position in Coca-Cola Co (The) (NYSE:KO) by 12.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 13,468 shares of the company’s stock after selling 1,969 shares during the period. Carlson Capital Management’s holdings in Coca-Cola were worth $608,000 as of its most recent filing with the Securities and […]

James Hambro & Partners Has $938,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)

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 […]

West Coast Financial LLC Sells 39,412 Shares of Albany International Corp. (NYSE:AIN)

West Coast Financial LLC trimmed its position in Albany International Corp. (NYSE:AIN) by 33.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 78,011 shares of the textile maker’s stock after selling 39,412 shares during the quarter. West Coast Financial LLC’s holdings in Albany […]

MERIAN GLOBAL INVESTORS UK Ltd Cuts Holdings in Morgan Stanley (NYSE:MS)

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. […]

Meridian Management Co. Buys Shares of 5,359 LiveRamp Holdings (NYSE:RAMP)

Meridian Management Co. purchased a new stake in LiveRamp Holdings (NYSE:RAMP) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 5,359 shares of the company’s stock, valued at approximately $228,000. Other hedge funds have also added to or reduced their stakes […]

Altria Group Inc (NYSE:MO) Shares Purchased by Carlson Capital Management

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 […]

iShares MSCI EAFE Value ETF (BATS:EFV) Shares Purchased by Carlson Capital Management

Carlson Capital Management grew its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 246,484 shares of the company’s stock after purchasing an additional 5,813 shares during the period. iShares MSCI […]

LVM Capital Management Ltd. MI Acquires 12,535 Shares of Altria Group Inc (NYSE:MO)

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. […]

Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Sold by Manchester Financial Inc.

Manchester Financial Inc. cut its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,352 shares of the company’s stock after selling 457 shares during the period. Schwab U.S. […]

Carlson Capital Management Increases Holdings in Wells Fargo & Co (NYSE:WFC)

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 […]

Wells Fargo & Co (NYSE:WFC) Shares Sold by Aua Capital Management LLC

Aua Capital Management LLC trimmed its holdings in shares of Wells Fargo & Co (NYSE:WFC) by 35.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,598 shares of the financial services provider’s stock after selling 1,959 shares during the […]

Sound Income Strategies LLC Has $3.26 Million Position in AT&T Inc. (NYSE:T)

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 […]

Sabal Trust CO Decreases Stock Holdings in Pfizer Inc. (NYSE:PFE)

Sabal Trust CO reduced its stake in shares of Pfizer Inc. (NYSE:PFE) by 1.4% in the second quarter, HoldingsChannel reports. The firm owned 791,356 shares of the biopharmaceutical company’s stock after selling 11,298 shares during the period. Pfizer makes up approximately 2.4% of Sabal Trust CO’s investment portfolio, making the stock its 18th largest position. […]

Pfizer Inc. (NYSE:PFE) Shares Acquired by Sound Income Strategies LLC

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% […]

Pfizer Inc. (NYSE:PFE) Shares Purchased by Successful Portfolios LLC

Successful Portfolios LLC raised its position in shares of Pfizer Inc. (NYSE:PFE) by 4.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,671 shares of the biopharmaceutical company’s stock after purchasing an additional 480 shares during the quarter. Successful Portfolios LLC’s holdings […]

Investment House LLC Buys 820 Shares of Pfizer Inc. (NYSE:PFE)

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 […]

Northwest Wealth Management LLC Acquires 557 Shares of Pfizer Inc. (NYSE:PFE)

Northwest Wealth Management LLC increased its holdings in Pfizer Inc. (NYSE:PFE) by 5.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,043 shares of the biopharmaceutical company’s stock after purchasing an additional 557 shares during the period. Northwest Wealth Management LLC’s holdings in Pfizer were […]

Veracity Capital LLC Trims Stock Position in AT&T Inc. (NYSE:T)

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 […]

Alpha Cubed Investments LLC Decreases Stock Holdings in Pfizer Inc. (NYSE:PFE)

Alpha Cubed Investments LLC lowered its stake in shares of Pfizer Inc. (NYSE:PFE) by 2.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 152,351 shares of the biopharmaceutical company’s stock after selling 3,198 shares during the quarter. Alpha Cubed Investments LLC’s holdings in Pfizer […]

LVM Capital Management Ltd. MI Makes New $9.31 Million Investment in iShares Gold Trust (NYSEARCA:IAU)

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 […]

MERIAN GLOBAL INVESTORS UK Ltd Invests $29 Million in Sprott Physical Gold Trust (NYSEARCA:PHYS)

MERIAN GLOBAL INVESTORS UK Ltd acquired a new position in Sprott Physical Gold Trust (NYSEARCA:PHYS) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,026,538 shares of the exchange traded fund’s stock, valued at approximately $29,000,000. MERIAN GLOBAL INVESTORS UK Ltd owned […]

Johanson Financial Advisors Inc. Has $437,000 Stock Position in Toronto-Dominion Bank (NYSE:TD)

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 […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Bought by Alpha Cubed Investments LLC

Alpha Cubed Investments LLC boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 464,951 shares of the network equipment provider’s stock after acquiring an additional 22,531 shares during the quarter. […]

Townsend & Associates Inc Takes $1.97 Million Position in Fastenal (NASDAQ:FAST)

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 […]