SEC Filing Articles

Bedel Financial Consulting Inc. Sells 10 Shares of Alphabet Inc (NASDAQ:GOOG)

Bedel Financial Consulting Inc. lowered its position in Alphabet Inc (NASDAQ:GOOG) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 465 shares of the information services provider’s stock after selling 10 shares during the period. Bedel Financial Consulting Inc.’s […]

Costco Wholesale Co. (NASDAQ:COST) Shares Sold by Indiana Trust & Investment Management CO

Indiana Trust & Investment Management CO decreased its position in shares of Costco Wholesale Co. (NASDAQ:COST) by 3.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,077 shares of the retailer’s stock after selling 200 shares during the period. […]

Kiley Juergens Wealth Management LLC Purchases 706 Shares of Walt Disney Co (NYSE:DIS)

Kiley Juergens Wealth Management LLC grew its position in shares of Walt Disney Co (NYSE:DIS) by 4.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,656 shares of the entertainment giant’s stock after buying an additional 706 shares during the […]

McGuire Investment Group LLC Sells 2,136 Shares of Costco Wholesale Co. (NASDAQ:COST)

McGuire Investment Group LLC cut its stake in shares of Costco Wholesale Co. (NASDAQ:COST) by 9.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,456 shares of the retailer’s stock after selling 2,136 shares during the period. Costco Wholesale […]

Kiley Juergens Wealth Management LLC Increases Position in Johnson & Johnson (NYSE:JNJ)

Kiley Juergens Wealth Management LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 1.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 20,489 shares of the company’s stock after acquiring an additional 334 shares during the quarter. Johnson & Johnson accounts for […]

PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Wesbanco Bank Inc.

Wesbanco Bank Inc. lifted its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 0.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 167,500 shares of the company’s stock after purchasing an additional 969 shares during the period. PepsiCo comprises about 1.1% of Wesbanco Bank […]

JPMorgan Chase & Co. (NYSE:JPM) Position Reduced by Bedel Financial Consulting Inc.

Bedel Financial Consulting Inc. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 31,979 shares of the financial services provider’s stock after selling 194 shares during the period. JPMorgan Chase & Co. makes up about 1.6% of […]

Harel Insurance Investments & Financial Services Ltd. Acquires 62,032 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 27.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 286,242 shares of the financial services provider’s stock after buying an additional 62,032 […]

Procter & Gamble Co (NYSE:PG) Shares Sold by Wesbanco Bank Inc.

Wesbanco Bank Inc. lessened its stake in Procter & Gamble Co (NYSE:PG) by 0.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 272,979 shares of the company’s stock after selling 1,091 shares during the quarter. Procter & Gamble comprises approximately 1.6% of […]

HT Partners LLC Increases Stock Position in Alphabet Inc (NASDAQ:GOOGL)

HT Partners LLC boosted its stake in Alphabet Inc (NASDAQ:GOOGL) by 5.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 423 shares of the information services provider’s stock after purchasing an additional 20 shares during the quarter. Alphabet comprises approximately […]

Wesbanco Bank Inc. Raises Stock Position in Alphabet Inc (NASDAQ:GOOGL)

Wesbanco Bank Inc. raised its position in Alphabet Inc (NASDAQ:GOOGL) by 0.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,065 shares of the information services provider’s stock after buying an additional 102 shares during the period. Alphabet comprises 1.3% of Wesbanco Bank Inc.’s […]

Marshall & Sullivan Inc. WA Purchases 162 Shares of Costco Wholesale Co. (NASDAQ:COST)

Marshall & Sullivan Inc. WA lifted its position in Costco Wholesale Co. (NASDAQ:COST) by 17.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,070 shares of the retailer’s stock after buying an additional 162 shares during the period. Marshall […]

Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Indiana Trust & Investment Management CO

Indiana Trust & Investment Management CO raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.0% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 390 shares of the e-commerce giant’s stock after purchasing an additional 4 shares during the period. Indiana Trust & Investment Management CO’s holdings in […]

Wesbanco Bank Inc. Has $58.73 Million Stake in Amazon.com, Inc. (NASDAQ:AMZN)

Wesbanco Bank Inc. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 21,287 shares of the e-commerce giant’s stock after buying an additional 108 shares during the quarter. Amazon.com accounts for about 2.9% […]

Boeing Co (NYSE:BA) is Kiley Juergens Wealth Management LLC’s 8th Largest Position

Kiley Juergens Wealth Management LLC raised its holdings in shares of Boeing Co (NYSE:BA) by 13.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,121 shares of the aircraft producer’s stock after buying an additional 1,660 shares during the quarter. Boeing […]

Dfpg Investments LLC Raises Stock Position in Walt Disney Co (NYSE:DIS)

Dfpg Investments LLC raised its stake in Walt Disney Co (NYSE:DIS) by 4.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,781 shares of the entertainment giant’s stock after buying an additional 460 shares during the period. Dfpg Investments LLC’s […]

Wesbanco Bank Inc. Purchases 54,010 Shares of AbbVie Inc (NYSE:ABBV)

Wesbanco Bank Inc. grew its stake in shares of AbbVie Inc (NYSE:ABBV) by 72.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 128,245 shares of the company’s stock after buying an additional 54,010 shares during the period. Wesbanco […]

Wesbanco Bank Inc. Sells 1,571 Shares of Johnson & Johnson (NYSE:JNJ)

Wesbanco Bank Inc. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 0.7% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 233,280 shares of the company’s stock after selling 1,571 shares during the period. Johnson & Johnson makes up approximately 1.6% of Wesbanco Bank Inc.’s […]

HT Partners LLC Acquires 188 Shares of Johnson & Johnson (NYSE:JNJ)

HT Partners LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 1.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 15,037 shares of the company’s stock after purchasing an additional 188 shares during the quarter. Johnson & Johnson comprises 0.9% […]

Polaris Greystone Financial Group LLC Sells 687 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Polaris Greystone Financial Group LLC cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 22.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,391 shares of the e-commerce giant’s stock after selling 687 shares during the period. Polaris Greystone Financial […]

PepsiCo, Inc. (NASDAQ:PEP) Stake Lessened by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. cut its stake in PepsiCo, Inc. (NASDAQ:PEP) by 19.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 536,600 shares of the company’s stock after selling 130,300 shares during the period. PepsiCo makes up approximately 1.2% of […]

Factory Mutual Insurance Co. Has $346.92 Million Stake in Amazon.com, Inc. (NASDAQ:AMZN)

Factory Mutual Insurance Co. lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 9.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,750 shares of the e-commerce giant’s stock after selling 13,200 shares during the quarter. Amazon.com makes up approximately […]

Biltmore Wealth Management LLC Increases Stock Position in Amazon.com, Inc. (NASDAQ:AMZN)

Biltmore Wealth Management LLC grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 336 shares of the e-commerce giant’s stock after buying an additional 41 shares during the period. Amazon.com accounts for approximately 0.4% […]

PepsiCo, Inc. (NASDAQ:PEP) Position Reduced by Polaris Greystone Financial Group LLC

Polaris Greystone Financial Group LLC decreased its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 67.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,714 shares of the company’s stock after selling 3,551 shares during the period. […]

Factory Mutual Insurance Co. Sells 21,500 Shares of Procter & Gamble Co (NYSE:PG)

Factory Mutual Insurance Co. reduced its position in Procter & Gamble Co (NYSE:PG) by 2.7% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 767,837 shares of the company’s stock after selling 21,500 shares during the period. Procter & Gamble accounts for approximately 1.6% of Factory Mutual […]

Louisiana State Employees Retirement System Grows Stake in PepsiCo, Inc. (NASDAQ:PEP)

Louisiana State Employees Retirement System boosted its position in PepsiCo, Inc. (NASDAQ:PEP) by 0.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,700 shares of the company’s stock after purchasing an additional 400 shares during the period. PepsiCo comprises 0.5% of Louisiana […]

McGuire Investment Group LLC Increases Holdings in Alphabet Inc (NASDAQ:GOOGL)

McGuire Investment Group LLC grew its stake in shares of Alphabet Inc (NASDAQ:GOOGL) by 1.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,277 shares of the information services provider’s stock after purchasing an additional 24 shares during the […]

Harel Insurance Investments & Financial Services Ltd. Buys 739 Shares of NVIDIA Co. (NASDAQ:NVDA)

Harel Insurance Investments & Financial Services Ltd. lifted its stake in NVIDIA Co. (NASDAQ:NVDA) by 32.2% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,033 shares of the computer hardware maker’s stock after buying an additional 739 shares during the quarter. Harel Insurance Investments […]

McGuire Investment Group LLC Has $5.98 Million Stock Position in Intel Co. (NASDAQ:INTC)

McGuire Investment Group LLC lifted its holdings in shares of Intel Co. (NASDAQ:INTC) by 0.7% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 100,001 shares of the chip maker’s stock after buying an additional 744 shares during the period. Intel comprises about 2.1% of McGuire […]

Alpha Cubed Investments LLC Sells 2,897 Shares of AT&T Inc. (NYSE:T)

Alpha Cubed Investments LLC lowered its holdings in shares of AT&T Inc. (NYSE:T) by 11.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,148 shares of the technology company’s stock after selling 2,897 shares during the quarter. Alpha Cubed Investments LLC’s […]

Kiley Juergens Wealth Management LLC Has $9.74 Million Position in Starbucks Co. (NASDAQ:SBUX)

Kiley Juergens Wealth Management LLC raised its position in Starbucks Co. (NASDAQ:SBUX) by 1.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 132,356 shares of the coffee company’s stock after purchasing an additional 2,458 shares during the period. Starbucks accounts […]

Costco Wholesale Co. (NASDAQ:COST) Shares Sold by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC cut its stake in Costco Wholesale Co. (NASDAQ:COST) by 1.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,468 shares of the retailer’s stock after selling 353 shares during the period. Costco Wholesale comprises approximately […]

Wesbanco Bank Inc. Lowers Stake in Adobe Inc (NASDAQ:ADBE)

Wesbanco Bank Inc. cut its holdings in Adobe Inc (NASDAQ:ADBE) by 7.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,816 shares of the software company’s stock after selling 1,542 shares during the quarter. Wesbanco Bank Inc.’s holdings in Adobe […]

Wesbanco Bank Inc. Has $8.38 Million Holdings in Alphabet Inc (NASDAQ:GOOG)

Wesbanco Bank Inc. decreased its position in Alphabet Inc (NASDAQ:GOOG) by 34.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,926 shares of the information services provider’s stock after selling 3,161 shares during the period. Wesbanco Bank Inc.’s holdings […]

Wesbanco Bank Inc. Has $6.39 Million Stock Position in Eli Lilly And Co (NYSE:LLY)

Wesbanco Bank Inc. trimmed its holdings in shares of Eli Lilly And Co (NYSE:LLY) by 5.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,924 shares of the company’s stock after selling 2,440 shares during the period. Wesbanco Bank Inc.’s holdings in Eli Lilly […]

Apple Inc. (NASDAQ:AAPL) Stock Holdings Decreased by Dfpg Investments LLC

Dfpg Investments LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 2.1% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,951 shares of the iPhone maker’s stock after selling 432 shares during the period. Apple comprises approximately 4.5% of Dfpg Investments LLC’s holdings, making […]

Wesbanco Bank Inc. Lowers Stock Holdings in Boeing Co (NYSE:BA)

Wesbanco Bank Inc. lowered its stake in Boeing Co (NYSE:BA) by 5.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 80,140 shares of the aircraft producer’s stock after selling 4,305 shares during the period. Wesbanco Bank Inc.’s holdings in Boeing […]

Indiana Trust & Investment Management CO Raises Stock Position in Pfizer Inc. (NYSE:PFE)

Indiana Trust & Investment Management CO lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 7.6% during the second quarter, Holdings Channel reports. The institutional investor owned 23,529 shares of the biopharmaceutical company’s stock after purchasing an additional 1,664 shares during the period. Indiana Trust & Investment Management CO’s holdings in Pfizer were worth […]

Wesbanco Bank Inc. Has $28.30 Million Position in Mastercard Inc (NYSE:MA)

Wesbanco Bank Inc. lowered its position in Mastercard Inc (NYSE:MA) by 2.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 95,688 shares of the credit services provider’s stock after selling 2,348 shares during the quarter. Mastercard accounts for approximately 1.4% of Wesbanco Bank […]

1,312 Shares in Facebook, Inc. (NASDAQ:FB) Purchased by HT Partners LLC

HT Partners LLC purchased a new position in Facebook, Inc. (NASDAQ:FB) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,312 shares of the social networking company’s stock, valued at approximately $298,000. Facebook makes up 0.1% of HT Partners LLC’s investment portfolio, making […]

Indiana Trust & Investment Management CO Sells 255 Shares of Facebook, Inc. (NASDAQ:FB)

Indiana Trust & Investment Management CO trimmed its holdings in Facebook, Inc. (NASDAQ:FB) by 2.8% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 8,707 shares of the social networking company’s stock after selling 255 shares during the quarter. Facebook accounts for about 1.2% of […]

HT Partners LLC Makes New $228,000 Investment in Danaher Co. (NYSE:DHR)

HT Partners LLC acquired a new stake in Danaher Co. (NYSE:DHR) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,292 shares of the conglomerate’s stock, valued at approximately $228,000. Several other institutional investors have also recently added to or reduced […]

Indiana Trust & Investment Management CO Raises Stock Holdings in Walt Disney Co (NYSE:DIS)

Indiana Trust & Investment Management CO grew its stake in Walt Disney Co (NYSE:DIS) by 1.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,212 shares of the entertainment giant’s stock after purchasing an additional 125 shares during the period. Walt […]

Harel Insurance Investments & Financial Services Ltd. Decreases Stock Position in Facebook, Inc. (NASDAQ:FB)

Harel Insurance Investments & Financial Services Ltd. cut its stake in Facebook, Inc. (NASDAQ:FB) by 37.3% in the second quarter, HoldingsChannel reports. The firm owned 4,895 shares of the social networking company’s stock after selling 2,913 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Facebook were worth $1,112,000 as of […]

Polaris Greystone Financial Group LLC Sells 172,697 Shares of Johnson & Johnson (NYSE:JNJ)

Polaris Greystone Financial Group LLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 97.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,770 shares of the company’s stock after selling 172,697 shares during the period. Polaris Greystone Financial Group LLC’s holdings in Johnson & Johnson were worth $529,000 as of its most […]

Louisiana State Employees Retirement System Acquires 300 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Louisiana State Employees Retirement System boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,000 shares of the e-commerce giant’s stock after buying an additional 300 shares during the […]

First National Bank Sioux Falls Buys 183 Shares of Johnson & Johnson (NYSE:JNJ)

First National Bank Sioux Falls lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,381 shares of the company’s stock after purchasing an additional 183 shares during the quarter. Johnson & Johnson […]

First National Bank Sioux Falls Buys New Shares in Amazon.com, Inc. (NASDAQ:AMZN)

First National Bank Sioux Falls bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 76 shares of the e-commerce giant’s stock, valued at approximately $210,000. Other institutional investors also recently added to […]

Visa Inc (NYSE:V) Stock Position Lifted by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Visa Inc (NYSE:V) by 1.0% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 280,492 shares of the credit-card processor’s stock after purchasing an additional 2,735 shares during the period. Visa comprises approximately 1.9% […]

Piershale Financial Group Inc. Invests $207,000 in Procter & Gamble Co (NYSE:PG)

Piershale Financial Group Inc. purchased a new position in shares of Procter & Gamble Co (NYSE:PG) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,733 shares of the company’s stock, valued at approximately $207,000. Procter & Gamble makes […]