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Image for DexCom, Inc. (NASDAQ:DXCM) Shares Sold by Capital A Wealth Management LLC

DexCom, Inc. (NASDAQ:DXCM) Shares Sold by Capital A Wealth Management LLC

Capital A Wealth Management LLC decreased its position in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 5.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for GE HealthCare Technologies Inc. (NASDAQ:GEHC) Holdings Boosted by Grandfield & Dodd LLC

GE HealthCare Technologies Inc. (NASDAQ:GEHC) Holdings Boosted by Grandfield & Dodd LLC

Grandfield & Dodd LLC boosted its position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 1.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Bryn Mawr Capital Management LLC Has $948,000 Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Bryn Mawr Capital Management LLC Has $948,000 Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Bryn Mawr Capital Management LLC trimmed its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 12.8% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Welch & Forbes LLC Sells 619 Shares of Roper Technologies, Inc. (NYSE:ROP)

Welch & Forbes LLC Sells 619 Shares of Roper Technologies, Inc. (NYSE:ROP)

Welch & Forbes LLC lessened its position in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Pettinga Financial Advisors LLC Cuts Position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Pettinga Financial Advisors LLC Cuts Position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Pettinga Financial Advisors LLC trimmed its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 7.7% during the first quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for Reaves Utility Income Fund (NYSEAMERICAN:UTG) Plans Dividend of $0.20

Reaves Utility Income Fund (NYSEAMERICAN:UTG) Plans Dividend of $0.20

Reaves Utility Income Fund (NYSEAMERICAN:UTG – Get Free Report) announced a dividend on Wednesday, July 16th, investing.com reports. Investors of record on Monday, July 21st will be given a dividend of 0.20 per share by the... More of this article »
Image for Guardian Wealth Advisors LLC Sells 1,299 Shares of 3M Company (NYSE:MMM)

Guardian Wealth Advisors LLC Sells 1,299 Shares of 3M Company (NYSE:MMM)

Guardian Wealth Advisors LLC lessened its stake in shares of 3M Company (NYSE:MMM – Free Report) by 21.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Cullen Frost Bankers Inc. Increases Position in Blackstone Inc. (NYSE:BX)

Cullen Frost Bankers Inc. Increases Position in Blackstone Inc. (NYSE:BX)

Cullen Frost Bankers Inc. lifted its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 1.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Cullen Frost Bankers Inc. Sells 1,354 Shares of Workday, Inc. (NASDAQ:WDAY)

Cullen Frost Bankers Inc. Sells 1,354 Shares of Workday, Inc. (NASDAQ:WDAY)

Cullen Frost Bankers Inc. cut its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 1.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Albertsons Companies (NYSE:ACI) Posts  Earnings Results, Beats Expectations By $0.01 EPS

Albertsons Companies (NYSE:ACI) Posts Earnings Results, Beats Expectations By $0.01 EPS

Albertsons Companies (NYSE:ACI – Get Free Report) posted its quarterly earnings results on Tuesday. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.54 by... More of this article »
Image for Vanguard Real Estate ETF (NYSEARCA:VNQ) Stake Lessened by Larson Financial Group LLC

Vanguard Real Estate ETF (NYSEARCA:VNQ) Stake Lessened by Larson Financial Group LLC

Larson Financial Group LLC cut its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by LMG Wealth Partners LLC

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by LMG Wealth Partners LLC

LMG Wealth Partners LLC trimmed its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 9.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,343 shares of the company’s... More of this article »
Image for Avantis Responsible International Equity ETF (NYSEARCA:AVSD) Shares Sold by MB Generational Wealth LLC

Avantis Responsible International Equity ETF (NYSEARCA:AVSD) Shares Sold by MB Generational Wealth LLC

MB Generational Wealth LLC decreased its holdings in Avantis Responsible International Equity ETF (NYSEARCA:AVSD – Free Report) by 5.6% in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Shared Vision Wealth Group LLC Has $21.66 Million Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Shared Vision Wealth Group LLC Has $21.66 Million Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Shared Vision Wealth Group LLC decreased its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 0.6% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Shared Vision Wealth Group LLC Decreases Stock Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Shared Vision Wealth Group LLC Decreases Stock Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Shared Vision Wealth Group LLC decreased its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 36.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Wealthgarden F.S. LLC Decreases Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Wealthgarden F.S. LLC Decreases Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Wealthgarden F.S. LLC decreased its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 46.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,121... More of this article »
Image for Sage Mountain Advisors LLC Acquires 280 Shares of Amphenol Corporation (NYSE:APH)

Sage Mountain Advisors LLC Acquires 280 Shares of Amphenol Corporation (NYSE:APH)

Sage Mountain Advisors LLC raised its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 2.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Larson Financial Group LLC Has $2.64 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)

Larson Financial Group LLC Has $2.64 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)

Larson Financial Group LLC grew its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 7.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for MB Generational Wealth LLC Raises Stake in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

MB Generational Wealth LLC Raises Stake in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

MB Generational Wealth LLC increased its position in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 71.2% during the 1st quarter, Holdings Channel reports. The firm owned 14,338 shares of the company’s... More of this article »
Image for Wealthgarden F.S. LLC Increases Holdings in iShares S&P 100 ETF (NYSEARCA:OEF)

Wealthgarden F.S. LLC Increases Holdings in iShares S&P 100 ETF (NYSEARCA:OEF)

Wealthgarden F.S. LLC lifted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 32.4% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 6,176 shares of the... More of this article »
Image for Shared Vision Wealth Group LLC Buys 2,791 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Shared Vision Wealth Group LLC Buys 2,791 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Shared Vision Wealth Group LLC grew its stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 33.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for FWG Holdings LLC Decreases Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

FWG Holdings LLC Decreases Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

FWG Holdings LLC reduced its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 39.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Equity Investment Corp Purchases 4,062 Shares of Vanguard Total World Stock ETF (NYSEARCA:VT)

Equity Investment Corp Purchases 4,062 Shares of Vanguard Total World Stock ETF (NYSEARCA:VT)

Equity Investment Corp raised its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 14.7% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 31,767 shares... More of this article »
Image for Theory Financial LLC Increases Position in iShares MBS ETF (NASDAQ:MBB)

Theory Financial LLC Increases Position in iShares MBS ETF (NASDAQ:MBB)

Theory Financial LLC raised its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Wealthgarden F.S. LLC Has $534,000 Stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Wealthgarden F.S. LLC Has $534,000 Stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Wealthgarden F.S. LLC decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 8.3% in the 1st quarter, HoldingsChannel reports. The firm owned 5,699 shares of the company’s stock after... More of this article »
Image for SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Position Cut by Wealthgarden F.S. LLC

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Position Cut by Wealthgarden F.S. LLC

Wealthgarden F.S. LLC trimmed its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for SeaBridge Investment Advisors LLC Has $3 Million Stock Holdings in ASML Holding N.V. (NASDAQ:ASML)

SeaBridge Investment Advisors LLC Has $3 Million Stock Holdings in ASML Holding N.V. (NASDAQ:ASML)

SeaBridge Investment Advisors LLC raised its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 9.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,534 shares... More of this article »
Image for Edgestream Partners L.P. Trims Stock Holdings in Fortinet, Inc. (NASDAQ:FTNT)

Edgestream Partners L.P. Trims Stock Holdings in Fortinet, Inc. (NASDAQ:FTNT)

Edgestream Partners L.P. lessened its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 18.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Mosaic Family Wealth Partners LLC Lowers Stock Position in Bristol Myers Squibb Company (NYSE:BMY)

Mosaic Family Wealth Partners LLC Lowers Stock Position in Bristol Myers Squibb Company (NYSE:BMY)

Mosaic Family Wealth Partners LLC lessened its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 16.0% in the 1st quarter, Holdings Channel.com reports. The firm owned 4,879 shares of the biopharmaceutical... More of this article »
Image for SeaBridge Investment Advisors LLC Has $1.15 Million Stock Position in International Business Machines Corporation (NYSE:IBM)

SeaBridge Investment Advisors LLC Has $1.15 Million Stock Position in International Business Machines Corporation (NYSE:IBM)

SeaBridge Investment Advisors LLC trimmed its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 16.9% in the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Transdigm Group Incorporated (NYSE:TDG) Shares Purchased by Sage Mountain Advisors LLC

Transdigm Group Incorporated (NYSE:TDG) Shares Purchased by Sage Mountain Advisors LLC

Sage Mountain Advisors LLC increased its holdings in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 26.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sage Mountain Advisors LLC Grows Stock Holdings in Bristol Myers Squibb Company (NYSE:BMY)

Sage Mountain Advisors LLC Grows Stock Holdings in Bristol Myers Squibb Company (NYSE:BMY)

Sage Mountain Advisors LLC boosted its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 6.6% in the first quarter, Holdings Channel reports. The institutional investor owned 8,490 shares of the biopharmaceutical... More of this article »
Image for Corning Incorporated (NYSE:GLW) Shares Acquired by First Command Advisory Services Inc.

Corning Incorporated (NYSE:GLW) Shares Acquired by First Command Advisory Services Inc.

First Command Advisory Services Inc. grew its stake in Corning Incorporated (NYSE:GLW – Free Report) by 45.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for First Command Advisory Services Inc. Sells 228 Shares of Chubb Limited (NYSE:CB)

First Command Advisory Services Inc. Sells 228 Shares of Chubb Limited (NYSE:CB)

First Command Advisory Services Inc. lowered its position in Chubb Limited (NYSE:CB – Free Report) by 25.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 679 shares of the financial... More of this article »
Image for Sage Mountain Advisors LLC Has $328,000 Stock Holdings in CME Group Inc. (NASDAQ:CME)

Sage Mountain Advisors LLC Has $328,000 Stock Holdings in CME Group Inc. (NASDAQ:CME)

Sage Mountain Advisors LLC trimmed its holdings in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 7.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 1,235 shares of the financial services... More of this article »
Image for Equity Investment Corp Buys 11,431 Shares of Genuine Parts Company (NYSE:GPC)

Equity Investment Corp Buys 11,431 Shares of Genuine Parts Company (NYSE:GPC)

Equity Investment Corp increased its stake in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 1.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Cable Hill Partners LLC Increases Stock Holdings in Sanofi (NASDAQ:SNY)

Cable Hill Partners LLC Increases Stock Holdings in Sanofi (NASDAQ:SNY)

Cable Hill Partners LLC lifted its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 45.3% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,320 shares of the... More of this article »
Image for Mechanics Financial Corp Sells 140 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Mechanics Financial Corp Sells 140 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Mechanics Financial Corp reduced its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Cullen Frost Bankers Inc. Reduces Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Cullen Frost Bankers Inc. Reduces Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Cullen Frost Bankers Inc. reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Williams Companies, Inc. (The) (NYSE:WMB) Shares Sold by Equity Investment Corp

Williams Companies, Inc. (The) (NYSE:WMB) Shares Sold by Equity Investment Corp

Equity Investment Corp trimmed its stake in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 3.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Clough Global Equity Fund (NYSEAMERICAN:GLQ) Announces $0.07 Dividend

Clough Global Equity Fund (NYSEAMERICAN:GLQ) Announces $0.07 Dividend

Clough Global Equity Fund (NYSEAMERICAN:GLQ – Get Free Report) announced a dividend on Wednesday, July 16th, investing.com reports. Investors of record on Monday, July 21st will be given a dividend of 0.065 per share by the... More of this article »
Image for Summit X LLC Has $1.19 Million Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Summit X LLC Has $1.19 Million Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Summit X LLC cut its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.8% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,290 shares of the exchange traded fund’s... More of this article »
Image for Marsh & McLennan Companies, Inc. (NYSE:MMC) Shares Purchased by Parcion Private Wealth LLC

Marsh & McLennan Companies, Inc. (NYSE:MMC) Shares Purchased by Parcion Private Wealth LLC

Parcion Private Wealth LLC boosted its position in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 6.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Parcion Private Wealth LLC Decreases Holdings in Ross Stores, Inc. (NASDAQ:ROST)

Parcion Private Wealth LLC Decreases Holdings in Ross Stores, Inc. (NASDAQ:ROST)

Parcion Private Wealth LLC reduced its position in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 21.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Cullen Frost Bankers Inc. Decreases Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Cullen Frost Bankers Inc. Decreases Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Cullen Frost Bankers Inc. lessened its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Parcion Private Wealth LLC Has $790,000 Stock Position in McKesson Corporation (NYSE:MCK)

Parcion Private Wealth LLC Has $790,000 Stock Position in McKesson Corporation (NYSE:MCK)

Parcion Private Wealth LLC lifted its holdings in McKesson Corporation (NYSE:MCK – Free Report) by 93.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Cullen Frost Bankers Inc. Purchases 70,352 Shares of Oracle Corporation (NYSE:ORCL)

Cullen Frost Bankers Inc. Purchases 70,352 Shares of Oracle Corporation (NYSE:ORCL)

Cullen Frost Bankers Inc. lifted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 27.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 322,904... More of this article »
Image for Whittier Trust Co. of Nevada Inc. Lowers Stake in Colgate-Palmolive Company (NYSE:CL)

Whittier Trust Co. of Nevada Inc. Lowers Stake in Colgate-Palmolive Company (NYSE:CL)

Whittier Trust Co. of Nevada Inc. lowered its stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 1.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for CrowdStrike (NASDAQ:CRWD) Shares Bought by Whittier Trust Co.

CrowdStrike (NASDAQ:CRWD) Shares Bought by Whittier Trust Co.

Whittier Trust Co. boosted its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 3.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,340 shares of the company’s... More of this article »
Image for S&P Global Inc. (NYSE:SPGI) Holdings Decreased by PAX Financial Group LLC

S&P Global Inc. (NYSE:SPGI) Holdings Decreased by PAX Financial Group LLC

PAX Financial Group LLC reduced its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 20.7% during the first quarter, Holdings Channel.com reports. The firm owned 1,049 shares of the business services provider’s... More of this article »