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Capital Advisory Group Advisory Services LLC Has $3.39 Million Position in iShares Russell 2000 ETF (NYSEARCA:IWM)
Capital Advisory Group Advisory Services LLC reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Flagstone Financial Management Buys 2,368 Shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)
Flagstone Financial Management lifted its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 1.7% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Sold by Perkins Coie Trust Co
Perkins Coie Trust Co trimmed its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 24.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Zimmermann Investment Management & Planning LLC Boosts Stock Holdings in Adobe Inc. (NASDAQ:ADBE)
Zimmermann Investment Management & Planning LLC grew its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Summit Financial Group Inc. Cuts Stock Position in The Walt Disney Company (NYSE:DIS)
Summit Financial Group Inc. reduced its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 2.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Wesbanco Bank Inc.
Wesbanco Bank Inc. decreased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Redhawk Wealth Advisors Inc. Boosts Position in The Walt Disney Company (NYSE:DIS)
Redhawk Wealth Advisors Inc. lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 65.8% during the 2nd quarter, Holdings Channel reports. The fund owned 4,522 shares of the entertainment giant’s... More of this article »
Dominguez Wealth Management Solutions Inc. Decreases Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)
Dominguez Wealth Management Solutions Inc. reduced its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 5.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 540 shares... More of this article »
Green Square Capital Advisors LLC Boosts Stock Position in The Walt Disney Company (NYSE:DIS)
Green Square Capital Advisors LLC grew its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 30.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Green Square Capital Advisors LLC Buys New Shares in Costco Wholesale Co. (NASDAQ:COST)
Green Square Capital Advisors LLC purchased a new stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Acropolis Investment Management LLC Has $1.05 Million Stake in Verizon Communications Inc. (NYSE:VZ)
Acropolis Investment Management LLC cut its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Acquired by Redhawk Wealth Advisors Inc.
Redhawk Wealth Advisors Inc. lifted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 14.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,569 shares of the retailer’s... More of this article »
Sawyer & Company Inc Has $6.05 Million Stock Position in The TJX Companies, Inc. (NYSE:TJX)
Sawyer & Company Inc decreased its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.9% in the second quarter, Holdings Channel reports. The firm owned 71,301 shares of the apparel and home fashions retailer’s... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Purchased by LifeGuide Financial Advisors LLC
LifeGuide Financial Advisors LLC raised its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 13.5% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Highland Financial Advisors LLC Sells 203 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Highland Financial Advisors LLC lowered its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Acropolis Investment Management LLC Boosts Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Acropolis Investment Management LLC raised its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.7% in the 2nd quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Level Four Advisory Services LLC Purchases 670 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Level Four Advisory Services LLC increased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
HB Wealth Management LLC Decreases Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
HB Wealth Management LLC decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% in the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Twelve Points Wealth Management LLC Has $467,000 Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Twelve Points Wealth Management LLC increased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.7% in the second quarter, Holdings Channel.com reports. The firm owned 2,120 shares of the company’s... More of this article »
ZWJ Investment Counsel Inc. Sells 1,519 Shares of Truist Financial Co. (NYSE:TFC)
ZWJ Investment Counsel Inc. lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 2.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Franklin Street Advisors Inc. NC Sells 800 Shares of Stryker Co. (NYSE:SYK)
Franklin Street Advisors Inc. NC trimmed its stake in Stryker Co. (NYSE:SYK – Free Report) by 25.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bank of America Boosts FedEx (NYSE:FDX) Price Target to $330.00
FedEx (NYSE:FDX – Get Free Report) had its price target increased by equities research analysts at Bank of America from $309.00 to $330.00 in a research report issued to clients and investors on Thursday, FlyOnTheWall reports.... More of this article »
Jefferies Financial Group Boosts FedEx (NYSE:FDX) Price Target to $265.00
FedEx (NYSE:FDX – Get Free Report) had its price target raised by investment analysts at Jefferies Financial Group from $245.00 to $265.00 in a research note issued on Thursday, FlyOnTheWall reports. Jefferies Financial Group’s... More of this article »
Crescent Grove Advisors LLC Boosts Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Crescent Grove Advisors LLC boosted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 41,131... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Acquired by Windsor Capital Management LLC
Windsor Capital Management LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Caterpillar Inc. (NYSE:CAT) Shares Sold by Windsor Capital Management LLC
Windsor Capital Management LLC lowered its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Paradigm Financial Partners LLC Invests $246,000 in SPDR Gold Shares (NYSEARCA:GLD)
Paradigm Financial Partners LLC purchased a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Redhawk Wealth Advisors Inc. Purchases Shares of 6,098 The Coca-Cola Company (NYSE:KO)
Redhawk Wealth Advisors Inc. acquired a new position in shares of The Coca-Cola Company (NYSE:KO – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 6,098 shares of the company’s... More of this article »
Wesbanco Bank Inc. Has $16 Million Stock Position in The Coca-Cola Company (NYSE:KO)
Wesbanco Bank Inc. lessened its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 3.1% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 265,629... More of this article »
Atlas Private Wealth Management Increases Stock Position in The Walt Disney Company (NYSE:DIS)
Atlas Private Wealth Management grew its position in The Walt Disney Company (NYSE:DIS – Free Report) by 10.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Integris Wealth Management LLC Trims Holdings in Costco Wholesale Co. (NASDAQ:COST)
Integris Wealth Management LLC decreased its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sawyer & Company Inc Boosts Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)
Sawyer & Company Inc increased its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 0.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Boston Scientific Co. (NYSE:BSX) Stake Cut by ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc. lessened its holdings in Boston Scientific Co. (NYSE:BSX – Free Report) by 1.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Franklin Street Advisors Inc. NC Increases Holdings in The TJX Companies, Inc. (NYSE:TJX)
Franklin Street Advisors Inc. NC grew its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 8.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
The Progressive Co. (NYSE:PGR) Shares Sold by ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc. lessened its holdings in shares of The Progressive Co. (NYSE:PGR – Free Report) by 7.6% in the second quarter, according to its most recent filing with the SEC. The firm owned 227,327 shares of the... More of this article »
Wesbanco Bank Inc. Decreases Stock Holdings in McKesson Co. (NYSE:MCK)
Wesbanco Bank Inc. lessened its stake in McKesson Co. (NYSE:MCK – Free Report) by 1.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,183 shares... More of this article »
Marcum Wealth LLC Buys 1,583 Shares of Bristol-Myers Squibb (NYSE:BMY)
Marcum Wealth LLC boosted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 14.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Windsor Capital Management LLC Increases Holdings in The Coca-Cola Company (NYSE:KO)
Windsor Capital Management LLC lifted its position in The Coca-Cola Company (NYSE:KO – Free Report) by 1.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Cambridge Advisors Inc. Sells 863 Shares of Caterpillar Inc. (NYSE:CAT)
Cambridge Advisors Inc. lessened its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.1% 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 »
Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Acquired by Lakewood Asset Management LLC
Lakewood Asset Management LLC grew its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 3.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 21,885 shares... More of this article »
Ecolab Inc. (NYSE:ECL) Shares Sold by Perkins Coie Trust Co
Perkins Coie Trust Co reduced its position in Ecolab Inc. (NYSE:ECL – Free Report) by 2.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Perkins Coie Trust Co Cuts Stock Holdings in Medtronic plc (NYSE:MDT)
Perkins Coie Trust Co lessened its position in Medtronic plc (NYSE:MDT – Free Report) by 1.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Sold by Perkins Coie Trust Co
Perkins Coie Trust Co decreased its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Perkins Coie Trust Co Has $3.65 Million Position in United Parcel Service, Inc. (NYSE:UPS)
Perkins Coie Trust Co lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 1.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 20,381 shares of the transportation... More of this article »
The Walt Disney Company (NYSE:DIS) Stock Position Decreased by FRG Family Wealth Advisors LLC
FRG Family Wealth Advisors LLC cut its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 8.4% in the second quarter, Holdings Channel reports. The firm owned 24,098 shares of the entertainment giant’s... More of this article »
Everhart Financial Group Inc. Acquires Shares of 1,119 Chubb Limited (NYSE:CB)
Everhart Financial Group Inc. acquired a new stake in Chubb Limited (NYSE:CB – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,119 shares of the... More of this article »
Perfromance Wealth Partners LLC Lowers Stock Holdings in The Walt Disney Company (NYSE:DIS)
Perfromance Wealth Partners LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 65.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Consilium Wealth Advisory LLC Grows Stock Position in The Walt Disney Company (NYSE:DIS)
Consilium Wealth Advisory LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 7.6% during the second quarter, Holdings Channel.com reports. The fund owned 5,934 shares of the entertainment... More of this article »