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Cornerstone Advisory LLC Sells 1,454 Shares of Verizon Communications Inc. (NYSE:VZ)
Cornerstone Advisory LLC reduced its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Shares Acquired by Cornerstone Advisory LLC
Cornerstone Advisory LLC grew its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 5.1% in the second quarter, HoldingsChannel reports. The institutional investor owned 26,736 shares of the financial services... More of this article »
DAVENPORT & Co LLC Acquires 197,477 Shares of The Walt Disney Company (NYSE:DIS)
DAVENPORT & Co LLC boosted its position in The Walt Disney Company (NYSE:DIS – Free Report) by 14.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Jmac Enterprises LLC Sells 7,941 Shares of AT&T Inc. (NYSE:T)
Jmac Enterprises LLC reduced its position in shares of AT&T Inc. (NYSE:T – Free Report) by 17.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Jmac Enterprises LLC Invests $676,000 in iShares Core MSCI EAFE ETF (BATS:IEFA)
Jmac Enterprises LLC bought a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought... More of this article »
Lockheed Martin Co. (NYSE:LMT) Shares Sold by Marino Stram & Associates LLC
Marino Stram & Associates LLC reduced its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Sold by Sumitomo Life Insurance Co.
Sumitomo Life Insurance Co. cut its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 7.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
DAVENPORT & Co LLC Has $122.17 Million Position in Comcast Co. (NASDAQ:CMCSA)
DAVENPORT & Co LLC cut its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 0.3% during the second quarter, Holdings Channel.com reports. The institutional investor owned 2,941,849 shares of the cable giant’s... More of this article »
Altria Group, Inc. (NYSE:MO) Shares Acquired by Csenge Advisory Group
Csenge Advisory Group lifted its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 0.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Sold by Revolve Wealth Partners LLC
Revolve Wealth Partners LLC decreased its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
HF Advisory Group LLC Raises Stock Position in Wells Fargo & Company (NYSE:WFC)
HF Advisory Group LLC lifted its holdings in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 38.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by Bensler LLC
Bensler LLC trimmed its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 9.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Planning Center Inc. Purchases Shares of 4,423 Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)
Planning Center Inc. purchased a new stake in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cornerstone Advisory LLC Purchases 2,393 Shares of Crown Castle Inc. (NYSE:CCI)
Cornerstone Advisory LLC grew its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 33.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Jmac Enterprises LLC Increases Stake in DuPont de Nemours, Inc. (NYSE:DD)
Jmac Enterprises LLC lifted its stake in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 213.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
ConocoPhillips (NYSE:COP) Shares Bought by HF Advisory Group LLC
HF Advisory Group LLC grew its stake in ConocoPhillips (NYSE:COP – Free Report) by 7.4% during the second quarter, HoldingsChannel reports. The firm owned 5,560 shares of the energy producer’s stock after purchasing an... More of this article »
Jmac Enterprises LLC Sells 11,272 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)
Jmac Enterprises LLC decreased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 23.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Sold by Bensler LLC
Bensler LLC trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
O Brien Greene & Co. Inc Buys 7,100 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
O Brien Greene & Co. Inc grew its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 200.0% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) is Boyd Wealth Management LLC’s 3rd Largest Position
Boyd Wealth Management LLC grew its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Dominion Energy, Inc. (NYSE:D) Shares Sold by Derbend Asset Management
Derbend Asset Management trimmed its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 11.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Position Lifted by Derbend Asset Management
Derbend Asset Management raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 24.6% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Acquired by Advocate Group LLC
Advocate Group LLC grew its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 16.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Johnson Midwest Financial LLC Trims Stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)
Johnson Midwest Financial LLC lowered its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 28.7% during the second quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
St. Johns Investment Management Company LLC Sells 1,671 Shares of AbbVie Inc. (NYSE:ABBV)
St. Johns Investment Management Company LLC decreased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 32.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bailard Inc. Decreases Holdings in Bank of America Co. (NYSE:BAC)
Bailard Inc. reduced its stake in Bank of America Co. (NYSE:BAC – Free Report) by 1.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 262,438... More of this article »
Bailard Inc. Sells 1,416 Shares of ServiceNow, Inc. (NYSE:NOW)
Bailard Inc. lessened its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 7.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,640 shares of the information... More of this article »
Linde plc (NYSE:LIN) Shares Acquired by Bailard Inc.
Bailard Inc. boosted its position in shares of Linde plc (NYSE:LIN – Free Report) by 0.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Acquired by Bailard Inc.
Bailard Inc. raised its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 3.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Boosted by Cornerstone Advisory LLC
Cornerstone Advisory LLC boosted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Murphy Pohlad Asset Management LLC Decreases Holdings in General Mills, Inc. (NYSE:GIS)
Murphy Pohlad Asset Management LLC trimmed its position in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 1.3% during the second quarter, according to the company in its most recent filing with the Securities and... More of this article »
Gemmer Asset Management LLC Sells 1,345 Shares of AbbVie Inc. (NYSE:ABBV)
Gemmer Asset Management LLC cut its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 31.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Bank of America Co. (NYSE:BAC) Shares Sold by Hiddenite Capital Partners LP
Hiddenite Capital Partners LP cut its position in Bank of America Co. (NYSE:BAC – Free Report) by 71.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
HF Advisory Group LLC Grows Stock Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
HF Advisory Group LLC boosted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 0.7% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Cintas Co. (NASDAQ:CTAS) Stock Holdings Increased by Bensler LLC
Bensler LLC grew its position in shares of Cintas Co. (NASDAQ:CTAS – Free Report) by 2.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Shares Sold by Csenge Advisory Group
Csenge Advisory Group trimmed its stake in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 5.6% in the second quarter, Holdings Channel.com reports. The fund owned 63,028 shares of the company’s... More of this article »
O Brien Greene & Co. Inc Purchases 54,179 Shares of Amgen Inc. (NASDAQ:AMGN)
O Brien Greene & Co. Inc grew its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 197.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 81,687... More of this article »
Shikiar Asset Management Inc. Sells 27,990 Shares of MGM Resorts International (NYSE:MGM)
Shikiar Asset Management Inc. cut its stake in shares of MGM Resorts International (NYSE:MGM – Free Report) by 11.5% during the second quarter, Holdings Channel reports. The firm owned 216,220 shares of the company’s stock... More of this article »
DAVENPORT & Co LLC Cuts Stake in Crown Castle Inc. (NYSE:CCI)
DAVENPORT & Co LLC cut its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 0.2% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 547,812 shares of the real estate investment... More of this article »
Derbend Asset Management Boosts Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Derbend Asset Management lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 38.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
5,085 Shares in iShares Core MSCI EAFE ETF (BATS:IEFA) Bought by Sabal Trust CO
Sabal Trust CO purchased a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 5,085 shares of the company’s... More of this article »
Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by Eudaimonia Partners LLC
Eudaimonia Partners LLC lessened its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 8.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Ballast Inc. Invests $220,000 in Tesla, Inc. (NASDAQ:TSLA)
Ballast Inc. acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired... More of this article »
Gilead Sciences, Inc. (NASDAQ:GILD) Stock Position Cut by Sumitomo Life Insurance Co.
Sumitomo Life Insurance Co. lessened its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 7.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
DAVENPORT & Co LLC Grows Holdings in American Tower Co. (NYSE:AMT)
DAVENPORT & Co LLC raised its position in American Tower Co. (NYSE:AMT – Free Report) by 2.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 810,022 shares... More of this article »
Wendell David Associates Inc. Increases Stock Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)
Wendell David Associates Inc. increased its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 0.5% in the second quarter, HoldingsChannel.com reports. The fund owned 105,980 shares of the business services... More of this article »
Weyerhaeuser (NYSE:WY) Shares Sold by Derbend Asset Management
Derbend Asset Management decreased its position in Weyerhaeuser (NYSE:WY – Free Report) by 11.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 6,383 shares of the real estate investment trust’s stock after... More of this article »
Jmac Enterprises LLC Lowers Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Jmac Enterprises LLC trimmed its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »