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Ford Motor (NYSE:F) Shares Bought by Sawtooth Solutions LLC
2 October 2022 | 3:08 pm
Sawtooth Solutions LLC boosted its holdings in shares of Ford Motor (NYSE:F – Get Rating) by 17.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,987 shares of the auto manufacturer’s stock after acquiring an additional 4,189 shares during […]

Trust Co. of Vermont Acquires Shares of 187 O’Reilly Automotive, Inc. (NASDAQ:ORLY)
2 October 2022 | 2:04 pm
Trust Co. of Vermont acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Rating) during the second quarter, HoldingsChannel reports. The fund acquired 187 shares of the specialty retailer’s stock, valued at approximately $118,000. A number of other hedge funds have also added to or reduced their stakes in the stock. […]

GSB Wealth Management LLC Has $2.81 Million Stake in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 1:02 pm
GSB Wealth Management LLC decreased its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.9% in the 2nd quarter, Holdings Channel.com reports. The firm owned 19,550 shares of the company’s stock after selling 372 shares during the period. Procter & Gamble comprises 1.0% of GSB Wealth Management LLC’s holdings, making the […]

Mcrae Capital Management Inc. Has $412,000 Stock Position in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 1:02 pm
Mcrae Capital Management Inc. lowered its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 15.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,863 shares of the company’s stock after selling 534 shares during the period. […]

Exchange Traded Concepts LLC Increases Stake in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 1:02 pm
Exchange Traded Concepts LLC increased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 99.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 83,357 shares of the company’s stock after buying an additional 41,632 […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Monarch Capital Management Inc.
2 October 2022 | 1:02 pm
Monarch Capital Management Inc. reduced its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 52,488 shares of the company’s stock after selling 330 shares during the period. Procter […]

The Procter & Gamble Company (NYSE:PG) Stock Position Raised by Peterson Financial Group Inc.
2 October 2022 | 1:02 pm
Peterson Financial Group Inc. lifted its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 7.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,872 shares of the company’s stock after acquiring an additional […]

Dearborn Partners LLC Acquires 196 Shares of The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 1:02 pm
Dearborn Partners LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 71,835 shares of the company’s stock after acquiring an additional 196 shares during the quarter. […]

Trust Co. of Vermont Sells 264 Shares of The Sherwin-Williams Company (NYSE:SHW)
2 October 2022 | 12:36 pm
Trust Co. of Vermont trimmed its position in shares of The Sherwin-Williams Company (NYSE:SHW – Get Rating) by 30.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 604 shares of the specialty chemicals company’s stock after selling 264 shares during the period. […]

Exchange Traded Concepts LLC Trims Stake in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 12:20 pm
Exchange Traded Concepts LLC trimmed its stake in The Walt Disney Company (NYSE:DIS – Get Rating) by 9.0% in the 2nd quarter, HoldingsChannel reports. The firm owned 56,536 shares of the entertainment giant’s stock after selling 5,606 shares during the period. Exchange Traded Concepts LLC’s holdings in Walt Disney were worth $5,337,000 as of its […]

Monarch Capital Management Inc. Sells 215 Shares of Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Monarch Capital Management Inc. lessened its stake in Chevron Co. (NYSE:CVX – Get Rating) by 1.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,094 shares of the oil and gas company’s stock after selling 215 shares during the quarter. Monarch Capital Management Inc.’s […]

Ballast Advisors LLC Boosts Stock Position in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Ballast Advisors LLC boosted its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 36.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,409 shares of the oil and gas company’s stock after buying an additional 1,726 shares during the quarter. Ballast […]

New England Research & Management Inc. Takes Position in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
New England Research & Management Inc. bought a new position in shares of Chevron Co. (NYSE:CVX – Get Rating) in the second quarter, Holdings Channel.com reports. The fund bought 1,975 shares of the oil and gas company’s stock, valued at approximately $286,000. A number of other institutional investors have also bought and sold shares of […]

Donald L. Hagan LLC Raises Stock Position in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Donald L. Hagan LLC grew its stake in Chevron Co. (NYSE:CVX – Get Rating) by 9.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 5,453 shares of the oil and gas company’s stock after buying an additional 448 shares during the quarter. Donald L. Hagan LLC’s holdings in Chevron were worth $789,000 […]

The Walt Disney Company (NYSE:DIS) Shares Acquired by New England Research & Management Inc.
2 October 2022 | 12:20 pm
New England Research & Management Inc. raised its stake in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 13.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,997 shares of the entertainment giant’s stock after acquiring an […]

1,465 Shares in Visa Inc. (NYSE:V) Acquired by New England Research & Management Inc.
2 October 2022 | 12:20 pm
New England Research & Management Inc. bought a new position in Visa Inc. (NYSE:V – Get Rating) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,465 shares of the credit-card processor’s stock, valued at approximately $288,000. Other hedge funds and other institutional investors have […]

Verizon Communications Inc. (NYSE:VZ) is Hall Private Wealth Advisors’ 6th Largest Position
2 October 2022 | 12:20 pm
Hall Private Wealth Advisors lifted its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 6.3% in the 2nd quarter, Holdings Channel reports. The firm owned 199,247 shares of the cell phone carrier’s stock after acquiring an additional 11,838 shares during the period. Verizon Communications accounts for 5.7% of Hall Private Wealth Advisors’ portfolio, […]

GSB Wealth Management LLC Cuts Holdings in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
GSB Wealth Management LLC reduced its position in Chevron Co. (NYSE:CVX – Get Rating) by 11.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,522 shares of the oil and gas company’s stock after selling 3,716 shares during the period. Chevron comprises […]

Monte Financial Group LLC Cuts Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Monte Financial Group LLC cut its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 0.9% in the second quarter, HoldingsChannel reports. The institutional investor owned 91,914 shares of the cell phone carrier’s stock after selling 795 shares during the quarter. Verizon Communications makes up approximately 2.7% of Monte Financial Group LLC’s portfolio, making […]

Exchange Traded Concepts LLC Buys 49,492 Shares of Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Exchange Traded Concepts LLC grew its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 133.5% during the second quarter, Holdings Channel reports. The institutional investor owned 86,560 shares of the oil and gas company’s stock after purchasing an additional 49,492 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Chevron were […]

TFG Advisers LLC Sells 886 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
TFG Advisers LLC cut its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 3.9% during the 2nd quarter, Holdings Channel reports. The firm owned 21,768 shares of the cell phone carrier’s stock after selling 886 shares during the period. TFG Advisers LLC’s holdings in Verizon Communications were worth $1,105,000 as of […]

Sawyer & Company Inc Cuts Stock Position in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Sawyer & Company Inc lessened its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 5.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,646 shares of the oil and gas company’s stock after selling 668 shares during the period. Sawyer […]

Cornerstone Wealth Group LLC Buys 2,435 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 12:20 pm
Cornerstone Wealth Group LLC grew its stake in Visa Inc. (NYSE:V – Get Rating) by 7.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 34,038 shares of the credit-card processor’s stock after purchasing an additional 2,435 shares during the period. Visa comprises approximately 1.4% of Cornerstone Wealth Group LLC’s holdings, making the stock […]

Verizon Communications Inc. (NYSE:VZ) Stock Position Lifted by Argyle Capital Management Inc.
2 October 2022 | 12:20 pm
Argyle Capital Management Inc. boosted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 0.4% during the second quarter, HoldingsChannel.com reports. The firm owned 85,279 shares of the cell phone carrier’s stock after acquiring an additional 300 shares during the period. Verizon Communications makes up about 1.6% of Argyle Capital Management […]

Monte Financial Group LLC Purchases 430 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 12:20 pm
Monte Financial Group LLC lifted its position in shares of Visa Inc. (NYSE:V – Get Rating) by 10.2% in the 2nd quarter, Holdings Channel reports. The fund owned 4,640 shares of the credit-card processor’s stock after buying an additional 430 shares during the quarter. Monte Financial Group LLC’s holdings in Visa were worth $914,000 as […]

Menlo Advisors LLC Has $2.46 Million Stock Position in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 12:20 pm
Menlo Advisors LLC reduced its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 3.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,063 shares of the entertainment giant’s stock after selling 1,015 shares during the quarter. […]

Applied Capital LLC Decreases Position in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Applied Capital LLC cut its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 21.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,281 shares of the cell phone carrier’s stock after selling 1,754 shares during the quarter. Applied Capital LLC’s […]

Eastern Bank Reduces Holdings in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 12:20 pm
Eastern Bank decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 66,950 shares of the oil and gas company’s stock after selling 305 shares during the period. Eastern Bank’s holdings in […]

Eastern Bank Sells 1,153 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 12:20 pm
Eastern Bank trimmed its stake in Visa Inc. (NYSE:V – Get Rating) by 1.2% in the second quarter, Holdings Channel reports. The firm owned 96,375 shares of the credit-card processor’s stock after selling 1,153 shares during the quarter. Eastern Bank’s holdings in Visa were worth $18,975,000 as of its most recent SEC filing. A number […]

Center For Asset Management LLC Takes $592,000 Position in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 12:20 pm
Center For Asset Management LLC acquired a new position in Exxon Mobil Co. (NYSE:XOM – Get Rating) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,912 shares of the oil and gas company’s stock, valued at approximately $592,000. Other large investors have […]

Alliance Wealth Advisors LLC Lowers Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Alliance Wealth Advisors LLC reduced its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 3.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 11,502 shares of the cell phone carrier’s stock after selling 378 shares during the period. Alliance Wealth Advisors LLC’s holdings in Verizon Communications were worth $584,000 […]

Verizon Communications Inc. (NYSE:VZ) Position Lessened by Mcrae Capital Management Inc.
2 October 2022 | 12:20 pm
Mcrae Capital Management Inc. decreased its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 2.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 46,444 shares of the cell phone carrier’s stock after selling 980 shares during the period. Mcrae Capital Management Inc.’s holdings in Verizon Communications were worth $2,357,000 as of its […]

Bullseye Investment Management LLC Has $216,000 Stock Holdings in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Bullseye Investment Management LLC boosted its holdings in shares of Chevron Co. (NYSE:CVX – Get Rating) by 5.1% in the second quarter, Holdings Channel.com reports. The fund owned 1,490 shares of the oil and gas company’s stock after buying an additional 72 shares during the quarter. Bullseye Investment Management LLC’s holdings in Chevron were worth […]

Peterson Financial Group Inc. Has $1.60 Million Stake in Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Peterson Financial Group Inc. lifted its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 5.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,055 shares of the oil and gas company’s stock after acquiring an additional […]

Cornerstone Wealth Group LLC Acquires 587 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Cornerstone Wealth Group LLC boosted its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 8.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,404 shares of the cell phone carrier’s stock after purchasing an additional 587 […]

Peterson Financial Group Inc. Purchases 1,503 Shares of The Walt Disney Company (NYSE:DIS)
2 October 2022 | 12:20 pm
Peterson Financial Group Inc. lifted its position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 13.5% in the 2nd quarter, Holdings Channel.com reports. The fund owned 12,604 shares of the entertainment giant’s stock after buying an additional 1,503 shares during the quarter. Peterson Financial Group Inc.’s holdings in Walt Disney were […]

Eastern Bank Sells 3,961 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Eastern Bank lessened its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 4.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 77,295 shares of the cell phone carrier’s stock after selling 3,961 shares during the quarter. Eastern Bank’s holdings in […]

Cornerstone Wealth Group LLC Acquires 405 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 12:20 pm
Cornerstone Wealth Group LLC grew its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.8% in the second quarter, HoldingsChannel reports. The fund owned 52,653 shares of the oil and gas company’s stock after buying an additional 405 shares during the period. Cornerstone Wealth Group LLC’s holdings in Exxon Mobil were worth $4,509,000 […]

Trust Co. of Vermont Invests $96,000 in ServiceNow, Inc. (NYSE:NOW)
2 October 2022 | 12:20 pm
Trust Co. of Vermont bought a new position in ServiceNow, Inc. (NYSE:NOW – Get Rating) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 201 shares of the information technology services provider’s stock, valued at approximately $96,000. Several other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. […]

Dearborn Partners LLC Buys 130 Shares of Chevron Co. (NYSE:CVX)
2 October 2022 | 12:20 pm
Dearborn Partners LLC raised its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 0.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,768 shares of the oil and gas company’s stock after acquiring an additional 130 shares during the quarter. […]

Grant GrossMendelsohn LLC Raises Position in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 12:20 pm
Grant GrossMendelsohn LLC raised its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 15.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 4,399 shares of the entertainment giant’s stock after acquiring an additional 593 shares during the quarter. Grant GrossMendelsohn LLC’s holdings in Walt Disney were worth $411,000 as […]

GSB Wealth Management LLC Sells 454 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
GSB Wealth Management LLC lessened its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 0.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,206 shares of the cell phone carrier’s stock after selling 454 shares during […]

TFG Advisers LLC Reduces Stock Holdings in Visa Inc. (NYSE:V)
2 October 2022 | 12:20 pm
TFG Advisers LLC decreased its stake in Visa Inc. (NYSE:V – Get Rating) by 1.3% in the second quarter, Holdings Channel.com reports. The firm owned 11,469 shares of the credit-card processor’s stock after selling 154 shares during the period. Visa comprises about 1.2% of TFG Advisers LLC’s holdings, making the stock its 20th biggest position. […]

Cherry Creek Investment Advisors Inc. Has $1.44 Million Position in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 12:20 pm
Cherry Creek Investment Advisors Inc. reduced its holdings in The Walt Disney Company (NYSE:DIS – Get Rating) by 3.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 15,239 shares of the entertainment giant’s stock after selling 582 shares during the quarter. Walt Disney comprises about 1.2% of Cherry Creek Investment Advisors Inc.’s investment portfolio, […]

Center For Asset Management LLC Increases Holdings in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 12:20 pm
Center For Asset Management LLC increased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 92.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 21,067 shares of the cell phone carrier’s stock after acquiring an additional 10,141 shares during the quarter. Verizon Communications makes up about 1.0% of Center […]

MAI Capital Management Increases Position in General Motors (NYSE:GM)
2 October 2022 | 12:00 pm
MAI Capital Management raised its position in General Motors (NYSE:GM – Get Rating) (TSE:GMM.U) by 49.7% during the second quarter, HoldingsChannel reports. The firm owned 9,209 shares of the auto manufacturer’s stock after buying an additional 3,057 shares during the quarter. MAI Capital Management’s holdings in General Motors were worth $292,000 as of its most […]

DAVENPORT & Co LLC Sells 107,173 Shares of Illumina, Inc. (NASDAQ:ILMN)
2 October 2022 | 12:00 pm
DAVENPORT & Co LLC lessened its holdings in shares of Illumina, Inc. (NASDAQ:ILMN – Get Rating) by 97.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,516 shares of the life sciences company’s stock after selling 107,173 shares during the […]

Brinker Capital Investments LLC Sells 483 Shares of Cintas Co. (NASDAQ:CTAS)
2 October 2022 | 12:00 pm
Brinker Capital Investments LLC decreased its position in Cintas Co. (NASDAQ:CTAS – Get Rating) by 9.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,705 shares of the business services provider’s stock after selling 483 shares during the period. […]

Commonwealth Equity Services LLC Increases Stock Holdings in S&P Global Inc. (NYSE:SPGI)
2 October 2022 | 12:00 pm
Commonwealth Equity Services LLC raised its stake in S&P Global Inc. (NYSE:SPGI – Get Rating) by 11.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 51,137 shares of the business services provider’s stock after acquiring an additional 5,119 shares during the period. Commonwealth Equity Services LLC’s holdings in S&P Global were worth $17,236,000 as […]

Commonwealth Equity Services LLC Has $16.44 Million Holdings in Public Service Enterprise Group Incorporated (NYSE:PEG)
2 October 2022 | 11:44 am
Commonwealth Equity Services LLC boosted its holdings in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Get Rating) by 3.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 259,775 shares of the utilities provider’s stock after acquiring an additional 7,529 shares during the […]

Fastenal (NASDAQ:FAST) Stake Raised by Commonwealth Equity Services LLC
2 October 2022 | 11:44 am
Commonwealth Equity Services LLC grew its holdings in shares of Fastenal (NASDAQ:FAST – Get Rating) by 6.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 369,680 shares of the company’s stock after buying an additional 21,057 shares during the […]

1,306 Shares in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Bought by Trust Co. of Vermont
2 October 2022 | 11:42 am
Trust Co. of Vermont bought a new position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Get Rating) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,306 shares of the company’s stock, valued at approximately $103,000. […]

Trust Co. of Vermont Invests $93,000 in Exelon Co. (NASDAQ:EXC)
2 October 2022 | 11:42 am
Trust Co. of Vermont purchased a new position in Exelon Co. (NASDAQ:EXC – Get Rating) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 2,053 shares of the company’s stock, valued at approximately $93,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. IFM Investors […]

Trust Co. of Vermont Invests $90,000 in British American Tobacco p.l.c. (NYSE:BTI)
2 October 2022 | 11:42 am
Trust Co. of Vermont purchased a new position in British American Tobacco p.l.c. (NYSE:BTI – Get Rating) in the second quarter, Holdings Channel reports. The institutional investor purchased 2,104 shares of the company’s stock, valued at approximately $90,000. A number of other large investors have also recently made changes to their positions in the stock. […]

Trust Co. of Vermont Invests $117,000 in Fiserv, Inc. (NASDAQ:FISV)
2 October 2022 | 11:42 am
Trust Co. of Vermont acquired a new position in shares of Fiserv, Inc. (NASDAQ:FISV – Get Rating) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,312 shares of the business services provider’s stock, valued at approximately $117,000. Other large investors have also modified their holdings of […]

Trust Co. of Vermont Takes $129,000 Position in UniFirst Co. (NYSE:UNF)
2 October 2022 | 11:42 am
Trust Co. of Vermont purchased a new stake in UniFirst Co. (NYSE:UNF – Get Rating) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 750 shares of the textile maker’s stock, valued at approximately $129,000. Several other large investors have also modified their […]

Brinker Capital Investments LLC Raises Stock Position in Applied Materials, Inc. (NASDAQ:AMAT)
2 October 2022 | 11:42 am
Brinker Capital Investments LLC boosted its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Get Rating) by 15.9% during the second quarter, Holdings Channel.com reports. The firm owned 18,386 shares of the manufacturing equipment provider’s stock after buying an additional 2,519 shares during the quarter. Brinker Capital Investments LLC’s holdings in Applied Materials were […]

2,243 Shares in American International Group, Inc. (NYSE:AIG) Acquired by Trust Co. of Vermont
2 October 2022 | 11:42 am
Trust Co. of Vermont acquired a new position in American International Group, Inc. (NYSE:AIG – Get Rating) in the second quarter, HoldingsChannel.com reports. The firm acquired 2,243 shares of the insurance provider’s stock, valued at approximately $115,000. Other hedge funds also recently added to or reduced their stakes in the company. Riverview Trust Co purchased […]

Paychex, Inc. (NASDAQ:PAYX) Shares Sold by Hennion & Walsh Asset Management Inc.
2 October 2022 | 11:42 am
Hennion & Walsh Asset Management Inc. cut its stake in Paychex, Inc. (NASDAQ:PAYX – Get Rating) by 16.3% in the second quarter, Holdings Channel reports. The fund owned 7,769 shares of the business services provider’s stock after selling 1,508 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Paychex were worth $885,000 […]

1,300 Shares in Federal Realty Investment Trust (NYSE:FRT) Purchased by Trust Co. of Vermont
2 October 2022 | 11:42 am
Trust Co. of Vermont acquired a new position in Federal Realty Investment Trust (NYSE:FRT – Get Rating) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 1,300 shares of the real estate investment trust’s stock, valued at approximately $124,000. Several other institutional investors also recently […]

Trust Co. of Vermont Buys New Shares in Jones Lang LaSalle Incorporated (NYSE:JLL)
2 October 2022 | 11:42 am
Trust Co. of Vermont purchased a new stake in Jones Lang LaSalle Incorporated (NYSE:JLL – Get Rating) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 720 shares of the financial services provider’s stock, valued at approximately $126,000. Several other […]

Trust Co. of Vermont Acquires Shares of 1,202 Advanced Micro Devices, Inc. (NASDAQ:AMD)
2 October 2022 | 11:42 am
Trust Co. of Vermont acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) in the 2nd quarter, HoldingsChannel.com reports. The firm acquired 1,202 shares of the semiconductor manufacturer’s stock, valued at approximately $92,000. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMD. […]

Trust Co. of Vermont Invests $131,000 in Evergy, Inc. (NYSE:EVRG)
2 October 2022 | 11:42 am
Trust Co. of Vermont purchased a new position in Evergy, Inc. (NYSE:EVRG – Get Rating) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 2,000 shares of the company’s stock, valued at approximately $131,000. Other institutional investors also recently made changes to their […]

FCF Advisors LLC Sells 210 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 11:29 am
FCF Advisors LLC cut its position in Visa Inc. (NYSE:V – Get Rating) by 3.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 5,124 shares of the credit-card processor’s stock after selling 210 shares during the period. FCF Advisors LLC’s holdings in Visa were worth $1,009,000 as of its most recent filing with the […]

Campbell Newman Asset Management Inc. Grows Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:29 am
Campbell Newman Asset Management Inc. grew its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 6.6% during the second quarter, Holdings Channel.com reports. The fund owned 68,552 shares of the home improvement retailer’s stock after purchasing an additional 4,231 shares during the quarter. Home Depot comprises 2.0% of Campbell Newman […]

Trust Co. of Vermont Buys 2,639 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:29 am
Trust Co. of Vermont grew its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 3.1% in the second quarter, HoldingsChannel.com reports. The fund owned 87,661 shares of the oil and gas company’s stock after acquiring an additional 2,639 shares during the quarter. Trust Co. of Vermont’s holdings in Exxon Mobil were […]

Weaver Consulting Group Has $766,000 Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:29 am
Weaver Consulting Group raised its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 11.3% in the second quarter, Holdings Channel reports. The fund owned 2,793 shares of the home improvement retailer’s stock after purchasing an additional 284 shares during the quarter. Weaver Consulting Group’s holdings in Home Depot were worth $766,000 at […]

Coerente Capital Management Grows Stock Position in Visa Inc. (NYSE:V)
2 October 2022 | 11:29 am
Coerente Capital Management raised its holdings in Visa Inc. (NYSE:V – Get Rating) by 0.6% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 72,010 shares of the credit-card processor’s stock after buying an additional 452 shares during the period. Visa makes up approximately 3.2% of Coerente Capital Management’s holdings, making the stock its 17th […]

Verizon Communications Inc. (NYSE:VZ) Stock Position Boosted by Trust Co. of Vermont
2 October 2022 | 11:28 am
Trust Co. of Vermont boosted its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 11.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 236,763 shares of the cell phone carrier’s stock after acquiring an additional 24,495 shares during the quarter. Trust Co. of Vermont’s holdings in Verizon Communications were worth $12,015,000 […]

Exxon Mobil Co. (NYSE:XOM) Stake Increased by Stone Point Wealth LLC
2 October 2022 | 11:28 am
Stone Point Wealth LLC grew its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 28.9% in the second quarter, Holdings Channel.com reports. The firm owned 7,771 shares of the oil and gas company’s stock after purchasing an additional 1,744 shares during the period. Stone Point Wealth LLC’s holdings in Exxon Mobil were worth […]

Inverness Counsel LLC NY Boosts Position in Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Inverness Counsel LLC NY grew its holdings in Visa Inc. (NYSE:V – Get Rating) by 55.8% during the 2nd quarter, Holdings Channel reports. The fund owned 111,669 shares of the credit-card processor’s stock after purchasing an additional 40,016 shares during the period. Visa makes up about 1.2% of Inverness Counsel LLC NY’s holdings, making the […]

Delta Investment Management LLC Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Delta Investment Management LLC lowered its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 7.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,364 shares of the oil and gas company’s stock after selling 568 shares during […]

Visa Inc. (NYSE:V) Shares Sold by Northstar Asset Management LLC
2 October 2022 | 11:28 am
Northstar Asset Management LLC reduced its position in shares of Visa Inc. (NYSE:V – Get Rating) by 3.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,182 shares of the credit-card processor’s stock after selling 300 shares during the period. Northstar Asset Management […]

Coerente Capital Management Sells 470 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Coerente Capital Management lowered its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,892 shares of the oil and gas company’s stock after selling 470 shares during the quarter. Exxon […]

Wolf Group Capital Advisors Has $3.23 Million Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Wolf Group Capital Advisors cut its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 14.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 11,775 shares of the home improvement retailer’s stock after selling 1,955 shares during the quarter. Home Depot makes up about 1.7% of Wolf Group Capital Advisors’ holdings, […]

Harbour Capital Advisors LLC Has $5.94 Million Stake in Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Harbour Capital Advisors LLC raised its stake in shares of Visa Inc. (NYSE:V – Get Rating) by 0.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,146 shares of the credit-card processor’s stock after acquiring an additional 240 shares during the quarter. Visa […]

FCF Advisors LLC Increases Stock Position in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
FCF Advisors LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 14.6% in the second quarter, Holdings Channel reports. The firm owned 27,316 shares of the oil and gas company’s stock after acquiring an additional 3,472 shares during the quarter. Exxon Mobil accounts for 1.4% of FCF Advisors LLC’s […]

FCF Advisors LLC Lowers Holdings in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
FCF Advisors LLC trimmed its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 3,502 shares of the home improvement retailer’s stock after selling 138 shares during the quarter. FCF Advisors LLC’s holdings in Home Depot were worth $960,000 as of […]

Franklin Parlapiano Turner & Welch LLC Buys 553 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Franklin Parlapiano Turner & Welch LLC grew its stake in shares of Visa Inc. (NYSE:V – Get Rating) by 1.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,513 shares of the credit-card processor’s stock after buying an additional 553 shares during […]

Harbour Capital Advisors LLC Sells 95 Shares of The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Harbour Capital Advisors LLC trimmed its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,298 shares of the home improvement retailer’s stock after selling 95 shares during the period. Home […]

The Home Depot, Inc. (NYSE:HD) Shares Sold by Blodgett Wealth Advisors LLC
2 October 2022 | 11:28 am
Blodgett Wealth Advisors LLC lowered its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.4% in the second quarter, Holdings Channel reports. The firm owned 6,320 shares of the home improvement retailer’s stock after selling 224 shares during the quarter. Home Depot accounts for 1.9% of Blodgett Wealth Advisors LLC’s […]

Cornell Pochily Investment Advisors Inc. Buys 40 Shares of The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Cornell Pochily Investment Advisors Inc. grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 4.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 1,038 shares of the home improvement retailer’s stock after acquiring an additional 40 shares during the period. Cornell Pochily Investment Advisors Inc.’s holdings in […]

Falcon Wealth Planning Purchases New Stake in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Falcon Wealth Planning bought a new position in The Home Depot, Inc. (NYSE:HD – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 998 shares of the home improvement retailer’s stock, valued at approximately $274,000. Several other hedge funds also recently bought and sold shares of the company. Capital Insight Partners LLC increased […]

Green Square Capital Advisors LLC Grows Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Green Square Capital Advisors LLC boosted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 17.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,584 shares of the home improvement retailer’s stock after purchasing an additional 377 shares during the quarter. […]

The Home Depot, Inc. (NYSE:HD) Shares Purchased by Capital Insight Partners LLC
2 October 2022 | 11:28 am
Capital Insight Partners LLC lifted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 10,345 shares of the home improvement retailer’s stock after acquiring an additional 296 shares during the quarter. Capital Insight Partners LLC’s holdings in Home Depot were […]

Trust Co. of Vermont Sells 273 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Trust Co. of Vermont trimmed its position in shares of Visa Inc. (NYSE:V – Get Rating) by 0.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,119 shares of the credit-card processor’s stock after selling 273 shares during the quarter. Trust Co. […]

Cornell Pochily Investment Advisors Inc. Has $4.25 Million Stake in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Cornell Pochily Investment Advisors Inc. raised its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 49,574 shares of the oil and gas company’s stock after buying an additional 2,156 shares during the quarter. Exxon Mobil comprises about 1.9% of Cornell Pochily Investment Advisors […]

Commonwealth Equity Services LLC Has $15.85 Million Stock Position in T. Rowe Price Group, Inc. (NASDAQ:TROW)
2 October 2022 | 11:28 am
Commonwealth Equity Services LLC boosted its stake in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Get Rating) by 74.1% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 139,510 shares of the asset manager’s stock after buying an additional 59,355 shares during the period. Commonwealth Equity Services LLC’s holdings in T. Rowe […]

Pacific Wealth Strategies Group Inc. Has $2.58 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
Pacific Wealth Strategies Group Inc. decreased its position in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 58.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,183 shares of the information services provider’s stock after selling 1,661 shares during the period. […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Green Square Capital Advisors LLC
2 October 2022 | 11:28 am
Green Square Capital Advisors LLC decreased its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 36,002 shares of the oil and gas company’s stock after selling 2,231 shares during […]

Spirit of America Management Corp NY Reduces Stock Holdings in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Spirit of America Management Corp NY lessened its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 7.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,938 shares of the home improvement retailer’s stock after selling 650 shares […]

Inverness Counsel LLC NY Acquires 4,230 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Inverness Counsel LLC NY boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 3.2% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 137,912 shares of the oil and gas company’s stock after purchasing an additional 4,230 shares during […]

Harbour Capital Advisors LLC Increases Holdings in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Harbour Capital Advisors LLC boosted its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 1.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 46,453 shares of the oil and gas company’s stock after purchasing an additional 796 shares during […]

Visa Inc. (NYSE:V) Shares Sold by Consolidated Capital Management LLC
2 October 2022 | 11:28 am
Consolidated Capital Management LLC lessened its position in shares of Visa Inc. (NYSE:V – Get Rating) by 3.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 50,126 shares of the credit-card processor’s stock after selling 1,977 shares during the period. Visa […]

Purus Wealth Management LLC Grows Stock Position in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Purus Wealth Management LLC increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.4% in the 2nd quarter, Holdings Channel reports. The firm owned 2,982 shares of the oil and gas company’s stock after purchasing an additional 154 shares during the period. Purus Wealth Management LLC’s holdings in Exxon Mobil […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Franklin Parlapiano Turner & Welch LLC
2 October 2022 | 11:28 am
Franklin Parlapiano Turner & Welch LLC cut its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 24.2% during the 2nd quarter, Holdings Channel reports. The firm owned 142,678 shares of the oil and gas company’s stock after selling 45,480 shares during the quarter. Exxon Mobil makes up approximately 4.1% of Franklin […]

TCW Group Inc. Sells 120 Shares of Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
TCW Group Inc. cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 0.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,465 shares of the information services provider’s stock after selling 120 shares during the quarter. TCW Group Inc.’s holdings […]

Green Square Capital Advisors LLC Has $2.04 Million Position in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 11:28 am
Green Square Capital Advisors LLC increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 5.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,151 shares of the cell phone carrier’s stock after purchasing an additional […]

Conning Inc. Sells 221 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Conning Inc. trimmed its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.6% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 38,494 shares of the oil and gas company’s stock after selling 221 shares during the period. Conning Inc.’s holdings in Exxon Mobil were worth $3,297,000 as of its most recent filing […]

Green Square Capital Advisors LLC Purchases 568 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Green Square Capital Advisors LLC grew its position in shares of Visa Inc. (NYSE:V – Get Rating) by 15.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,277 shares of the credit-card processor’s stock after buying an additional 568 shares during the […]

Wolf Group Capital Advisors Sells 3,020 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Wolf Group Capital Advisors reduced its holdings in Visa Inc. (NYSE:V – Get Rating) by 13.9% during the second quarter, Holdings Channel.com reports. The institutional investor owned 18,656 shares of the credit-card processor’s stock after selling 3,020 shares during the quarter. Visa accounts for about 1.9% of Wolf Group Capital Advisors’ investment portfolio, making the […]

Sycomore Asset Management Has $7.29 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
Sycomore Asset Management lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 9.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 3,254 shares of the information services provider’s stock after buying an additional 271 shares during the period. Alphabet makes up approximately 1.7% of Sycomore Asset Management’s portfolio, making the […]

MPS Loria Financial Planners LLC Has $781,000 Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
MPS Loria Financial Planners LLC cut its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 8.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,123 shares of the oil and gas company’s stock after selling 818 shares during the period. Exxon […]

Stone Point Wealth LLC Increases Stake in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Stone Point Wealth LLC lifted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.3% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 7,969 shares of the home improvement retailer’s stock after acquiring an additional 258 shares during the period. Home Depot comprises about 1.3% of Stone Point Wealth LLC’s holdings, […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Global Strategic Investment Solutions LLC
2 October 2022 | 11:28 am
Global Strategic Investment Solutions LLC lessened its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 42.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 271 shares of the information services provider’s stock after selling 200 shares during the period. Global […]

Conning Inc. Has $42.39 Million Stake in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Conning Inc. boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 5.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 154,744 shares of the home improvement retailer’s stock after purchasing an additional 7,961 […]

Horan Securities Inc. Increases Holdings in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
Horan Securities Inc. boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 142.8% during the second quarter, Holdings Channel reports. The firm owned 828 shares of the information services provider’s stock after acquiring an additional 487 shares during the quarter. Alphabet makes up about 0.5% of Horan Securities Inc.’s investment portfolio, […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by First American Trust FSB
2 October 2022 | 11:28 am
First American Trust FSB decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 26.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,831 shares of the information services provider’s stock after selling 2,796 shares during […]

Alphabet Inc. (NASDAQ:GOOGL) Position Decreased by Dempze Nancy E
2 October 2022 | 11:28 am
Dempze Nancy E trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 12.9% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,627 shares of the information services provider’s stock after selling 241 shares during the period. […]

Ledge Wealth Management Inc. Increases Stock Holdings in Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Ledge Wealth Management Inc. raised its holdings in Visa Inc. (NYSE:V – Get Rating) by 16.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 6,817 shares of the credit-card processor’s stock after acquiring an additional 952 shares during the quarter. Ledge Wealth Management Inc.’s holdings in Visa were worth $1,342,000 as of its […]

Inverness Counsel LLC NY Purchases 25,498 Shares of The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Inverness Counsel LLC NY lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 122.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,396 shares of the home improvement retailer’s stock after purchasing an additional 25,498 shares during […]

Exxon Mobil Co. (NYSE:XOM) is Segment Wealth Management LLC’s 8th Largest Position
2 October 2022 | 11:28 am
Segment Wealth Management LLC grew its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 124.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 147,381 shares of the oil and gas company’s stock after buying an additional 81,638 shares during the quarter. Exxon Mobil makes up approximately 1.6% of Segment Wealth […]

Delta Investment Management LLC Purchases 670 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 11:28 am
Delta Investment Management LLC grew its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 6.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,321 shares of the cell phone carrier’s stock after acquiring an additional 670 shares during […]

Exxon Mobil Co. (NYSE:XOM) Shares Acquired by Campbell Newman Asset Management Inc.
2 October 2022 | 11:28 am
Campbell Newman Asset Management Inc. lifted its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 9.3% in the second quarter, HoldingsChannel reports. The firm owned 5,883 shares of the oil and gas company’s stock after buying an additional 500 shares during the quarter. Campbell Newman Asset Management Inc.’s holdings in Exxon Mobil were […]

Northstar Asset Management LLC Lowers Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Northstar Asset Management LLC lessened its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 12,300 shares of the home improvement retailer’s stock after selling 63 shares during the quarter. Home Depot makes up approximately 1.1% of Northstar Asset Management LLC’s […]

Exxon Mobil Co. (NYSE:XOM) Stock Holdings Reduced by Capital Insight Partners LLC
2 October 2022 | 11:28 am
Capital Insight Partners LLC lowered its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 3.8% during the second quarter, HoldingsChannel.com reports. The firm owned 3,818 shares of the oil and gas company’s stock after selling 150 shares during the quarter. Capital Insight Partners LLC’s holdings in Exxon Mobil were worth $327,000 as of […]

Delta Investment Management LLC Purchases 153 Shares of The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Delta Investment Management LLC increased its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 15.5% during the second quarter, Holdings Channel.com reports. The institutional investor owned 1,140 shares of the home improvement retailer’s stock after purchasing an additional 153 shares during the period. Delta Investment Management LLC’s holdings in Home […]

Segment Wealth Management LLC Boosts Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Segment Wealth Management LLC raised its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 4.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 38,294 shares of the home improvement retailer’s stock after acquiring an additional 1,730 shares during the period. Home Depot makes up 1.3% of Segment Wealth Management LLC’s investment […]

Visa Inc. (NYSE:V) Shares Sold by Capital Insight Partners LLC
2 October 2022 | 11:28 am
Capital Insight Partners LLC cut its position in Visa Inc. (NYSE:V – Get Rating) by 1.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,669 shares of the credit-card processor’s stock after selling 88 shares during the period. Capital Insight Partners […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Hemenway Trust Co LLC
2 October 2022 | 11:28 am
Hemenway Trust Co LLC cut its holdings in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 2.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 15,848 shares of the information services provider’s stock after selling 456 shares during the quarter. Alphabet makes […]

Ledge Wealth Management Inc. Has $1.21 Million Holdings in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 11:28 am
Ledge Wealth Management Inc. lifted its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 21.0% in the 2nd quarter, Holdings Channel reports. The firm owned 4,416 shares of the home improvement retailer’s stock after buying an additional 767 shares during the quarter. Ledge Wealth Management Inc.’s holdings in Home Depot were worth […]

Alphabet Inc. (NASDAQ:GOOGL) is Inverness Counsel LLC NY’s 6th Largest Position
2 October 2022 | 11:28 am
Inverness Counsel LLC NY decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,010 shares of the information services provider’s stock after selling 2,182 shares during […]

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Weaver Consulting Group
2 October 2022 | 11:28 am
Weaver Consulting Group raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.1% in the second quarter, Holdings Channel.com reports. The fund owned 8,167 shares of the oil and gas company’s stock after purchasing an additional 318 shares during the period. Weaver Consulting Group’s holdings in Exxon Mobil were worth […]

MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Buys 5,030 Shares of Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 83.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,047 shares of the information services provider’s stock after acquiring an additional 5,030 shares during […]

Segment Wealth Management LLC Has $10.20 Million Stock Holdings in Visa Inc. (NYSE:V)
2 October 2022 | 11:28 am
Segment Wealth Management LLC increased its position in shares of Visa Inc. (NYSE:V – Get Rating) by 1.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 51,819 shares of the credit-card processor’s stock after buying an additional 658 shares during the quarter. Visa […]

Integrated Investment Consultants LLC Trims Stock Position in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
Integrated Investment Consultants LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 21.5% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 797 shares of the information services provider’s stock after selling 218 shares during the period. Alphabet comprises 0.6% of Integrated Investment Consultants […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Hennion & Walsh Asset Management Inc.
2 October 2022 | 11:28 am
Hennion & Walsh Asset Management Inc. lessened its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 4.0% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 6,013 shares of the information services provider’s stock after selling 252 shares during the period. Alphabet makes up 0.8% of Hennion & Walsh Asset Management Inc.’s portfolio, making […]

Macroview Investment Management LLC Sells 175 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 11:28 am
Macroview Investment Management LLC lowered its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 10.5% in the second quarter, Holdings Channel reports. The institutional investor owned 1,486 shares of the oil and gas company’s stock after selling 175 shares during the period. Macroview Investment Management LLC’s holdings in Exxon Mobil were […]

Ledge Wealth Management Inc. Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 11:28 am
Ledge Wealth Management Inc. raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 45.4% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 413 shares of the information services provider’s stock after purchasing an additional 129 shares during the quarter. Ledge Wealth Management Inc.’s holdings in Alphabet were worth $900,000 […]

Blodgett Wealth Advisors LLC Lowers Holdings in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 11:28 am
Blodgett Wealth Advisors LLC lowered its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 3.2% during the 2nd quarter, Holdings Channel.com reports. The fund owned 41,382 shares of the cell phone carrier’s stock after selling 1,355 shares during the quarter. Verizon Communications makes up approximately 2.3% of Blodgett Wealth Advisors LLC’s […]

The Home Depot, Inc. (NYSE:HD) Shares Bought by J2 Capital Management Inc
2 October 2022 | 11:28 am
J2 Capital Management Inc grew its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,264 shares of the home improvement retailer’s stock after purchasing an additional 47 […]

Hennion & Walsh Asset Management Inc. Has $748,000 Stake in Johnson Controls International plc (NYSE:JCI)
2 October 2022 | 11:12 am
Hennion & Walsh Asset Management Inc. lifted its position in Johnson Controls International plc (NYSE:JCI – Get Rating) by 7.7% in the second quarter, HoldingsChannel.com reports. The firm owned 15,621 shares of the company’s stock after acquiring an additional 1,115 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Johnson Controls International […]

Phillips 66 (NYSE:PSX) Position Cut by Commonwealth Equity Services LLC
2 October 2022 | 11:12 am
Commonwealth Equity Services LLC trimmed its stake in Phillips 66 (NYSE:PSX – Get Rating) by 2.8% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 243,909 shares of the oil and gas company’s stock after selling 6,903 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Phillips […]

MAI Capital Management Acquires New Stake in VICI Properties Inc. (NYSE:VICI)
2 October 2022 | 11:12 am
MAI Capital Management acquired a new stake in VICI Properties Inc. (NYSE:VICI – Get Rating) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 10,648 shares of the company’s stock, valued at approximately $317,000. Several other institutional investors have also bought […]

Sawtooth Solutions LLC Raises Stock Holdings in Public Service Enterprise Group Incorporated (NYSE:PEG)
2 October 2022 | 11:12 am
Sawtooth Solutions LLC lifted its holdings in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Get Rating) by 10.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,212 shares of the utilities provider’s stock after purchasing an additional 391 shares […]

Exchange Traded Concepts LLC Has $23.74 Million Stake in Pfizer Inc. (NYSE:PFE)
2 October 2022 | 11:04 am
Exchange Traded Concepts LLC decreased its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 7.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 452,846 shares of the biopharmaceutical company’s stock after selling 37,290 shares during the quarter. Pfizer […]

UnitedHealth Group Incorporated (NYSE:UNH) is Triasima Portfolio Management inc.’s Largest Position
2 October 2022 | 11:04 am
Triasima Portfolio Management inc. increased its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 3.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,200 shares of the healthcare conglomerate’s stock after buying an additional 660 shares during […]

Ballast Advisors LLC Grows Position in NVIDIA Co. (NASDAQ:NVDA)
2 October 2022 | 11:04 am
Ballast Advisors LLC increased its position in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 13.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,997 shares of the computer hardware maker’s stock after buying an additional 238 shares during the quarter. Ballast Advisors […]

NVIDIA Co. (NASDAQ:NVDA) Shares Bought by Peterson Financial Group Inc.
2 October 2022 | 11:04 am
Peterson Financial Group Inc. grew its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 9.7% during the second quarter, Holdings Channel.com reports. The firm owned 12,400 shares of the computer hardware maker’s stock after buying an additional 1,096 shares during the quarter. NVIDIA accounts for approximately 1.5% of Peterson Financial Group Inc.’s […]

UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Peterson Financial Group Inc.
2 October 2022 | 11:04 am
Peterson Financial Group Inc. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 5.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,125 shares of the healthcare conglomerate’s stock after purchasing an additional 330 shares during the quarter. UnitedHealth Group […]

Dearborn Partners LLC Buys 104 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
2 October 2022 | 11:04 am
Dearborn Partners LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 14.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 841 shares of the healthcare conglomerate’s stock after purchasing an additional 104 shares during the […]

Frontier Capital Management Co. LLC Sells 25,984 Shares of Paya Holdings Inc. (NASDAQ:PAYA)
2 October 2022 | 10:54 am
Frontier Capital Management Co. LLC lessened its stake in shares of Paya Holdings Inc. (NASDAQ:PAYA – Get Rating) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 904,405 shares of the company’s stock after selling 25,984 shares during the quarter. Frontier […]

Sawyer & Company Inc Sells 108 Shares of The Walt Disney Company (NYSE:DIS)
2 October 2022 | 10:54 am
Sawyer & Company Inc lowered its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 0.6% during the 2nd quarter, Holdings Channel reports. The firm owned 18,900 shares of the entertainment giant’s stock after selling 108 shares during the quarter. Sawyer & Company Inc’s holdings in Walt Disney were worth $1,784,000 at the […]

Monarch Capital Management Inc. Purchases 1,390 Shares of The Walt Disney Company (NYSE:DIS)
2 October 2022 | 10:54 am
Monarch Capital Management Inc. lifted its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 7.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,132 shares of the entertainment giant’s stock after acquiring an additional 1,390 shares during the period. Monarch Capital Management […]

GSB Wealth Management LLC Raises Stake in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 10:54 am
GSB Wealth Management LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 40.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 19,918 shares of the entertainment giant’s stock after acquiring an additional 5,745 shares during the quarter. GSB Wealth Management LLC’s holdings in Walt Disney […]

AngioDynamics, Inc. (NASDAQ:ANGO) Shares Purchased by Frontier Capital Management Co. LLC
2 October 2022 | 10:54 am
Frontier Capital Management Co. LLC grew its position in AngioDynamics, Inc. (NASDAQ:ANGO – Get Rating) by 9.2% in the 2nd quarter, Holdings Channel.com reports. The fund owned 314,595 shares of the medical instruments supplier’s stock after acquiring an additional 26,538 shares during the quarter. Frontier Capital Management Co. LLC’s holdings in AngioDynamics were worth $6,087,000 […]

Frontier Capital Management Co. LLC Sells 4,465 Shares of TPG Inc. (NASDAQ:TPG)
2 October 2022 | 10:54 am
Frontier Capital Management Co. LLC trimmed its stake in TPG Inc. (NASDAQ:TPG – Get Rating) by 2.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 155,319 shares of the company’s stock after selling 4,465 shares during the period. Frontier Capital Management Co. LLC’s holdings in TPG were worth $3,714,000 at the end of […]

Frontier Capital Management Co. LLC Has $5.48 Million Position in Commvault Systems, Inc. (NASDAQ:CVLT)
2 October 2022 | 10:54 am
Frontier Capital Management Co. LLC lowered its holdings in Commvault Systems, Inc. (NASDAQ:CVLT – Get Rating) by 2.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 87,115 shares of the software maker’s stock after selling 2,506 shares during the quarter. Frontier […]

Mcrae Capital Management Inc. Trims Stake in Chevron Co. (NYSE:CVX)
2 October 2022 | 10:54 am
Mcrae Capital Management Inc. reduced its holdings in shares of Chevron Co. (NYSE:CVX – Get Rating) by 9.2% in the second quarter, Holdings Channel reports. The institutional investor owned 2,695 shares of the oil and gas company’s stock after selling 273 shares during the period. Mcrae Capital Management Inc.’s holdings in Chevron were worth $390,000 […]

Frontier Capital Management Co. LLC Cuts Position in Cardlytics, Inc. (NASDAQ:CDLX)
2 October 2022 | 10:54 am
Frontier Capital Management Co. LLC lessened its holdings in Cardlytics, Inc. (NASDAQ:CDLX – Get Rating) by 2.8% during the second quarter, Holdings Channel.com reports. The institutional investor owned 262,019 shares of the company’s stock after selling 7,533 shares during the quarter. Frontier Capital Management Co. LLC’s holdings in Cardlytics were worth $5,846,000 as of its […]

Trust Co. of Vermont Acquires New Holdings in The Bank of Nova Scotia (NYSE:BNS)
2 October 2022 | 10:54 am
Trust Co. of Vermont acquired a new stake in shares of The Bank of Nova Scotia (NYSE:BNS – Get Rating) (TSE:BNS) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 1,610 shares of the bank’s stock, valued at approximately $96,000. A number of other institutional investors have also recently bought and sold shares of […]

Cornerstone Wealth Group LLC Increases Stock Position in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:54 am
Cornerstone Wealth Group LLC grew its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 10.0% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 42,890 shares of the company’s stock after buying an additional 3,890 shares during the quarter. Procter & Gamble makes up 1.3% of Cornerstone […]

Cornerstone Wealth Group LLC Trims Stake in Chevron Co. (NYSE:CVX)
2 October 2022 | 10:54 am
Cornerstone Wealth Group LLC lowered its stake in Chevron Co. (NYSE:CVX – Get Rating) by 19.1% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,866 shares of the oil and gas company’s stock after selling 5,637 shares during the quarter. Cornerstone Wealth Group […]

Trust Co. of Vermont Makes New Investment in Xcel Energy Inc. (NASDAQ:XEL)
2 October 2022 | 10:54 am
Trust Co. of Vermont purchased a new position in shares of Xcel Energy Inc. (NASDAQ:XEL – Get Rating) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 1,247 shares of the company’s stock, valued at approximately $88,000. Several other institutional investors and […]

TFG Advisers LLC Acquires 907 Shares of The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:54 am
TFG Advisers LLC boosted its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 4.6% in the second quarter, Holdings Channel reports. The institutional investor owned 20,433 shares of the company’s stock after buying an additional 907 shares during the period. Procter & Gamble accounts for approximately 1.6% of TFG Advisers LLC’s […]

Northstar Asset Management LLC Buys 400 Shares of The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:54 am
Northstar Asset Management LLC boosted its position in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 5.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,160 shares of the company’s stock after purchasing an additional […]

Harbour Capital Advisors LLC Lowers Stock Holdings in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:54 am
Harbour Capital Advisors LLC lowered its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 22.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,540 shares of the company’s stock after selling 3,380 shares during the […]

Trust Co. of Vermont Acquires Shares of 1,255 Bank of Montreal (NYSE:BMO)
2 October 2022 | 10:54 am
Trust Co. of Vermont acquired a new stake in shares of Bank of Montreal (NYSE:BMO – Get Rating) (TSE:BMO) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,255 shares of the bank’s stock, valued at approximately $121,000. Several other institutional investors and hedge […]

Trust Co. of Vermont Invests $104,000 in Valero Energy Co. (NYSE:VLO)
2 October 2022 | 10:54 am
Trust Co. of Vermont purchased a new stake in shares of Valero Energy Co. (NYSE:VLO – Get Rating) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 979 shares of the oil and gas company’s stock, valued at approximately $104,000. A number of other institutional […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Trust Co. of Vermont
2 October 2022 | 10:54 am
Trust Co. of Vermont cut its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.6% in the second quarter, HoldingsChannel reports. The firm owned 104,786 shares of the company’s stock after selling 600 shares during the period. Procter & Gamble accounts for about 1.2% of Trust Co. of Vermont’s […]

Trust Co. of Vermont Acquires Shares of 690 HCA Healthcare, Inc. (NYSE:HCA)
2 October 2022 | 10:54 am
Trust Co. of Vermont purchased a new position in shares of HCA Healthcare, Inc. (NYSE:HCA – Get Rating) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 690 shares of the company’s stock, valued at approximately $116,000. A number of other hedge funds have also made changes to their positions in the stock. […]

DAVENPORT & Co LLC Has $317,000 Position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
2 October 2022 | 10:54 am
DAVENPORT & Co LLC increased its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Get Rating) by 7.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,880 shares of the company’s stock after buying an additional 135 shares during […]

iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by DAVENPORT & Co LLC
2 October 2022 | 10:54 am
DAVENPORT & Co LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 6.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,921 shares of the exchange traded fund’s stock after purchasing an […]

Fiserv, Inc. (NASDAQ:FISV) Shares Sold by MAI Capital Management
2 October 2022 | 10:54 am
MAI Capital Management lessened its position in shares of Fiserv, Inc. (NASDAQ:FISV – Get Rating) by 4.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,593 shares of the business services provider’s stock after selling 171 shares during the quarter. MAI Capital Management’s holdings […]

The Procter & Gamble Company (NYSE:PG) Shares Bought by Franklin Parlapiano Turner & Welch LLC
2 October 2022 | 10:54 am
Franklin Parlapiano Turner & Welch LLC boosted its position in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 50,549 shares of the company’s stock after acquiring an additional 503 shares during the period. Procter & Gamble accounts for about 2.5% of […]

MAI Capital Management Increases Stake in Eversource Energy (NYSE:ES)
2 October 2022 | 10:54 am
MAI Capital Management increased its holdings in Eversource Energy (NYSE:ES – Get Rating) by 8.3% in the second quarter, Holdings Channel.com reports. The firm owned 3,820 shares of the utilities provider’s stock after acquiring an additional 292 shares during the period. MAI Capital Management’s holdings in Eversource Energy were worth $323,000 at the end of […]

FCF Advisors LLC Reduces Holdings in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:54 am
FCF Advisors LLC reduced its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 3.9% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,858 shares of the company’s stock after selling 486 shares during the period. Procter & Gamble accounts for approximately 1.0% of FCF Advisors LLC’s investment portfolio, […]

Verizon Communications Inc. (NYSE:VZ) Shares Acquired by Weaver Consulting Group
2 October 2022 | 10:52 am
Weaver Consulting Group increased its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 8.0% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 17,620 shares of the cell phone carrier’s stock after purchasing an additional 1,299 shares during the period. Weaver Consulting Group’s holdings in Verizon […]

Next Capital Management LLC Sells 1,500 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 10:52 am
Next Capital Management LLC cut its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 25.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,489 shares of the cell phone carrier’s stock after selling 1,500 shares during the period. Next Capital […]

Purus Wealth Management LLC Decreases Stock Position in Visa Inc. (NYSE:V)
2 October 2022 | 10:52 am
Purus Wealth Management LLC lowered its stake in Visa Inc. (NYSE:V – Get Rating) by 1.1% in the 2nd quarter, Holdings Channel reports. The firm owned 23,134 shares of the credit-card processor’s stock after selling 256 shares during the quarter. Visa accounts for approximately 4.1% of Purus Wealth Management LLC’s portfolio, making the stock its […]

Visa Inc. (NYSE:V) Shares Sold by Blodgett Wealth Advisors LLC
2 October 2022 | 10:52 am
Blodgett Wealth Advisors LLC lowered its stake in Visa Inc. (NYSE:V – Get Rating) by 14.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,085 shares of the credit-card processor’s stock after selling 535 shares during the period. Blodgett Wealth Advisors […]

Verizon Communications Inc. (NYSE:VZ) Position Increased by Inverness Counsel LLC NY
2 October 2022 | 10:52 am
Inverness Counsel LLC NY increased its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 8.9% during the 2nd quarter, HoldingsChannel reports. The firm owned 192,863 shares of the cell phone carrier’s stock after acquiring an additional 15,712 shares during the period. Inverness Counsel LLC NY’s holdings in Verizon Communications were worth $9,788,000 as […]

Spirit of America Management Corp NY Trims Holdings in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 10:52 am
Spirit of America Management Corp NY decreased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 9.3% during the second quarter, HoldingsChannel.com reports. The firm owned 48,540 shares of the cell phone carrier’s stock after selling 5,000 shares during the period. Spirit of America Management Corp NY’s holdings in Verizon Communications […]

Visa Inc. (NYSE:V) Shares Sold by Delta Investment Management LLC
2 October 2022 | 10:52 am
Delta Investment Management LLC lessened its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 4.3% during the second quarter, HoldingsChannel reports. The firm owned 14,920 shares of the credit-card processor’s stock after selling 674 shares during the quarter. Visa accounts for approximately 1.3% of Delta Investment Management LLC’s investment portfolio, making the […]

Cornell Pochily Investment Advisors Inc. Acquires 4,838 Shares of Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 10:52 am
Cornell Pochily Investment Advisors Inc. increased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 7.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,087 shares of the cell phone carrier’s stock after acquiring an additional […]

Conning Inc. Reduces Stock Holdings in Visa Inc. (NYSE:V)
2 October 2022 | 10:52 am
Conning Inc. lowered its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 3.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 45,419 shares of the credit-card processor’s stock after selling 1,763 shares during the quarter. Conning Inc.’s holdings in Visa were worth $8,943,000 as of its most recent filing with […]

Cypress Financial Planning LLC Takes Position in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 10:52 am
Cypress Financial Planning LLC acquired a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,594 shares of the cell phone carrier’s stock, valued at approximately $233,000. A number […]

Lincoln Capital LLC Acquires 331 Shares of Visa Inc. (NYSE:V)
2 October 2022 | 10:52 am
Lincoln Capital LLC boosted its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 18.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,137 shares of the credit-card processor’s stock after purchasing an additional 331 shares during the quarter. Lincoln Capital LLC’s […]

Global Strategic Investment Solutions LLC Has $364,000 Position in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 10:42 am
Global Strategic Investment Solutions LLC increased its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 14.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,250 shares of the oil and gas company’s stock after purchasing an additional 548 shares during the quarter. […]

TCW Group Inc. Sells 59,323 Shares of Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 10:42 am
TCW Group Inc. lowered its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 7.4% in the second quarter, Holdings Channel.com reports. The fund owned 747,711 shares of the oil and gas company’s stock after selling 59,323 shares during the period. TCW Group Inc.’s holdings in Exxon Mobil were worth $64,034,000 as of its […]

Global Strategic Investment Solutions LLC Lowers Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 10:42 am
Global Strategic Investment Solutions LLC lowered its stake in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 52.0% during the second quarter, Holdings Channel reports. The institutional investor owned 1,136 shares of the home improvement retailer’s stock after selling 1,230 shares during the period. Global Strategic Investment Solutions LLC’s holdings in Home […]

Genesee Capital Advisors LLC Sells 153 Shares of The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 10:42 am
Genesee Capital Advisors LLC trimmed its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 10.1% during the second quarter, HoldingsChannel.com reports. The fund owned 1,368 shares of the home improvement retailer’s stock after selling 153 shares during the quarter. Genesee Capital Advisors LLC’s holdings in Home Depot were worth $375,000 at the […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Genesee Capital Advisors LLC
2 October 2022 | 10:42 am
Genesee Capital Advisors LLC trimmed its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 8.1% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,371 shares of the oil and gas company’s stock after selling 740 shares during the quarter. Genesee Capital Advisors […]

The Home Depot, Inc. (NYSE:HD) Shares Sold by TCW Group Inc.
2 October 2022 | 10:42 am
TCW Group Inc. lessened its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 7.2% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 396,843 shares of the home improvement retailer’s stock after selling 30,973 shares during the period. Home Depot accounts for about 1.4% of TCW Group Inc.’s portfolio, making […]

Cutler Investment Counsel LLC Increases Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
2 October 2022 | 10:42 am
Cutler Investment Counsel LLC increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 137,636 shares of the oil and gas company’s stock after buying an additional 390 shares […]

The Home Depot, Inc. (NYSE:HD) is Cutler Investment Counsel LLC’s 9th Largest Position
2 October 2022 | 10:42 am
Cutler Investment Counsel LLC boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.6% in the 2nd quarter, Holdings Channel.com reports. The fund owned 57,349 shares of the home improvement retailer’s stock after purchasing an additional 365 shares during the period. Home Depot makes up 2.5% of Cutler Investment […]

Commonwealth Equity Services LLC Raises Stake in Diageo plc (NYSE:DEO)
2 October 2022 | 10:42 am
Commonwealth Equity Services LLC raised its stake in Diageo plc (NYSE:DEO – Get Rating) by 1.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 87,512 shares of the company’s stock after buying an additional 1,141 shares during the period. Commonwealth Equity Services LLC’s holdings in Diageo were worth $15,237,000 at the end […]

The Allstate Co. (NYSE:ALL) Stock Position Lifted by Commonwealth Equity Services LLC
2 October 2022 | 10:42 am
Commonwealth Equity Services LLC grew its holdings in The Allstate Co. (NYSE:ALL – Get Rating) by 5.1% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 124,355 shares of the insurance provider’s stock after acquiring an additional 6,058 shares during the period. Commonwealth Equity […]

MAI Capital Management Acquires 395 Shares of Laboratory Co. of America Holdings (NYSE:LH)
2 October 2022 | 10:42 am
MAI Capital Management boosted its holdings in Laboratory Co. of America Holdings (NYSE:LH – Get Rating) by 34.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,558 shares of the medical research company’s stock after acquiring an additional 395 shares during […]

Bridge Creek Capital Management LLC Has $5.57 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Bridge Creek Capital Management LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,459 shares of the financial services provider’s stock after purchasing an additional 1,150 shares during the […]

Kellogg (NYSE:K) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:42 am
Commonwealth Equity Services LLC lessened its stake in Kellogg (NYSE:K – Get Rating) by 2.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 219,785 shares of the company’s stock after selling 5,589 shares during the quarter. Commonwealth Equity Services LLC’s […]

Commonwealth Equity Services LLC Has $15.76 Million Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
2 October 2022 | 10:42 am
Commonwealth Equity Services LLC boosted its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Get Rating) by 3.8% in the second quarter, Holdings Channel reports. The firm owned 355,339 shares of the company’s stock after purchasing an additional 13,137 shares during the quarter. Commonwealth Equity Services LLC’s holdings in SPDR Portfolio S&P 500 ETF […]

Xylem Inc. (NYSE:XYL) Shares Sold by MAI Capital Management
2 October 2022 | 10:42 am
MAI Capital Management reduced its stake in shares of Xylem Inc. (NYSE:XYL – Get Rating) by 2.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,881 shares of the industrial products company’s stock after selling 132 shares during […]

Clarity Wealth Advisors LLC Grows Position in JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Clarity Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 22,667 shares of the financial services provider’s stock after purchasing an additional 1,670 shares during the quarter. JPMorgan Chase & Co. comprises about 1.5% of Clarity Wealth Advisors […]

Mitchell Mcleod Pugh & Williams Inc. Sells 618 Shares of JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Mitchell Mcleod Pugh & Williams Inc. cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,602 shares of the financial services provider’s stock after selling 618 shares during the quarter. […]

Heritage Financial Services LLC Buys Shares of 2,505 JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Heritage Financial Services LLC bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,505 shares of the financial services provider’s stock, valued at approximately $282,000. A number of other institutional investors […]

MAI Capital Management Purchases 294 Shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
2 October 2022 | 10:42 am
MAI Capital Management lifted its position in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Get Rating) by 94.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 604 shares of the biopharmaceutical company’s stock after buying an additional 294 shares during the quarter. MAI […]

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Shares Purchased by MAI Capital Management
2 October 2022 | 10:42 am
MAI Capital Management lifted its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY – Get Rating) by 5.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,478 shares of the technology company’s stock after purchasing an additional 138 shares during the quarter. MAI Capital Management’s holdings in Jack Henry & Associates were worth $446,000 […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by SYM FINANCIAL Corp
2 October 2022 | 10:42 am
SYM FINANCIAL Corp lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 10.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,133 shares of the financial services provider’s stock after selling 248 shares during the period. SYM FINANCIAL Corp’s holdings in JPMorgan Chase & Co. were worth $240,000 as of its most […]

QV Investors Inc. Lowers Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
QV Investors Inc. lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.4% during the second quarter, HoldingsChannel.com reports. The firm owned 42,440 shares of the financial services provider’s stock after selling 5,470 shares during the period. QV Investors Inc.’s holdings in JPMorgan Chase & Co. were worth $4,779,000 at the end […]

Beacon Financial Group Purchases 405 Shares of JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Beacon Financial Group increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.9% in the 2nd quarter, HoldingsChannel reports. The firm owned 47,162 shares of the financial services provider’s stock after acquiring an additional 405 shares during the quarter. Beacon Financial Group’s holdings in JPMorgan Chase & Co. were worth $5,499,000 at […]

MAI Capital Management Increases Holdings in Agilent Technologies, Inc. (NYSE:A)
2 October 2022 | 10:42 am
MAI Capital Management raised its position in shares of Agilent Technologies, Inc. (NYSE:A – Get Rating) by 5.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,800 shares of the medical research company’s stock after acquiring an additional 183 shares during the […]

Notis McConarty Edward Sells 105 Shares of JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Notis McConarty Edward lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,497 shares of the financial services provider’s stock after selling 105 shares during the quarter. Notis McConarty Edward’s […]

Sycomore Asset Management Sells 5,636 Shares of JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Sycomore Asset Management trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.7% during the second quarter, HoldingsChannel reports. The firm owned 24,516 shares of the financial services provider’s stock after selling 5,636 shares during the quarter. Sycomore Asset Management’s holdings in JPMorgan Chase & Co. were worth $2,839,000 as of its […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
2 October 2022 | 10:42 am
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 40.0% during the second quarter, HoldingsChannel.com reports. The fund owned 289,526 shares of the financial services provider’s stock after acquiring an additional 82,724 shares during the period. JPMorgan Chase & Co. makes up 1.9% of MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH’s […]

MAI Capital Management Has $507,000 Position in Rockwell Automation, Inc. (NYSE:ROK)
2 October 2022 | 10:42 am
MAI Capital Management cut its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Get Rating) by 2.6% in the second quarter, Holdings Channel reports. The institutional investor owned 2,546 shares of the industrial products company’s stock after selling 69 shares during the period. MAI Capital Management’s holdings in Rockwell Automation were worth $507,000 as […]

Harel Insurance Investments & Financial Services Ltd. Grows Stock Position in Lululemon Athletica Inc. (NASDAQ:LULU)
2 October 2022 | 10:42 am
Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Lululemon Athletica Inc. (NASDAQ:LULU – Get Rating) by 440.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 119 shares of the apparel retailer’s stock after acquiring an additional 97 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Lululemon […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Somerville Kurt F
2 October 2022 | 10:42 am
Somerville Kurt F lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 29.1% during the second quarter, Holdings Channel.com reports. The fund owned 2,216 shares of the financial services provider’s stock after purchasing an additional 500 shares during the period. Somerville Kurt F’s holdings in JPMorgan Chase & Co. were worth $249,000 […]

First American Trust FSB Acquires 1,964 Shares of JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
First American Trust FSB increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.0% in the 2nd quarter, Holdings Channel reports. The fund owned 99,763 shares of the financial services provider’s stock after buying an additional 1,964 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.8% of First American Trust FSB’s […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by GPS Wealth Strategies Group LLC
2 October 2022 | 10:42 am
GPS Wealth Strategies Group LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,384 shares of the financial services provider’s stock after purchasing an additional 537 shares during […]

Beaumont Asset Management L.L.C. Grows Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
2 October 2022 | 10:42 am
Beaumont Asset Management L.L.C. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 39.4% in the 2nd quarter, Holdings Channel reports. The fund owned 6,018 shares of the financial services provider’s stock after purchasing an additional 1,702 shares during the period. Beaumont Asset Management L.L.C.’s holdings in JPMorgan Chase & Co. were worth $677,000 […]

MAI Capital Management Cuts Position in Marriott International, Inc. (NASDAQ:MAR)
2 October 2022 | 10:42 am
MAI Capital Management lowered its position in shares of Marriott International, Inc. (NASDAQ:MAR – Get Rating) by 6.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,740 shares of the company’s stock after selling 240 shares during the period. MAI Capital Management’s holdings in […]

Evergy (NYSE:EVRG) Reaches New 1-Year Low at $59.26
2 October 2022 | 10:34 am
Evergy, Inc. (NYSE:EVRG – Get Rating)’s share price reached a new 52-week low on Friday . The company traded as low as $59.26 and last traded at $59.40, with a volume of 1988939 shares changing hands. The stock had previously closed at $60.49. Wall Street Analyst Weigh In A number of research analysts have recently […]

American States Water (NYSE:AWR) Shares Bought by Exchange Traded Concepts LLC
2 October 2022 | 10:34 am
Exchange Traded Concepts LLC raised its position in American States Water (NYSE:AWR – Get Rating) by 3.1% in the 2nd quarter, Holdings Channel reports. The fund owned 15,361 shares of the utilities provider’s stock after acquiring an additional 456 shares during the period. Exchange Traded Concepts LLC’s holdings in American States Water were worth $1,252,000 […]

Linde plc (NYSE:LIN) Shares Bought by Commonwealth Equity Services LLC
2 October 2022 | 10:34 am
Commonwealth Equity Services LLC raised its position in Linde plc (NYSE:LIN – Get Rating) by 2.5% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 68,948 shares of the basic materials company’s stock after acquiring an additional 1,661 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Linde were worth $19,824,000 as of […]

Commonwealth Equity Services LLC Boosts Position in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 10:34 am
Commonwealth Equity Services LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 5.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 114,097 shares of the information services provider’s stock after buying an additional 6,163 shares during the quarter. Alphabet […]

Commonwealth Equity Services LLC Boosts Stake in Becton, Dickinson and Company (NYSE:BDX)
2 October 2022 | 10:34 am
Commonwealth Equity Services LLC grew its stake in Becton, Dickinson and Company (NYSE:BDX – Get Rating) by 0.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,016 shares of the medical instruments supplier’s stock after buying an additional 219 […]

Commonwealth Equity Services LLC Has $16.95 Million Holdings in Shell plc (NYSE:SHEL)
2 October 2022 | 10:34 am
Commonwealth Equity Services LLC lifted its stake in shares of Shell plc (NYSE:SHEL – Get Rating) by 1.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 324,117 shares of the energy company’s stock after purchasing an additional 4,837 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Shell were worth $16,948,000 […]

iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:34 am
Commonwealth Equity Services LLC lowered its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 4.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 214,774 shares of the company’s stock after selling 9,319 shares during the quarter. Commonwealth Equity Services […]

Hennion & Walsh Asset Management Inc. Grows Stake in TFS Financial Co. (NASDAQ:TFSL)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. increased its stake in shares of TFS Financial Co. (NASDAQ:TFSL – Get Rating) by 27.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,811 shares of the bank’s stock after buying an additional 10,885 shares […]

Money Concepts Capital Corp Takes $116,000 Position in PACCAR Inc (NASDAQ:PCAR)
2 October 2022 | 10:34 am
Money Concepts Capital Corp acquired a new stake in PACCAR Inc (NASDAQ:PCAR – Get Rating) in the 2nd quarter, Holdings Channel reports. The firm acquired 1,394 shares of the company’s stock, valued at approximately $116,000. Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Keybank National […]

Ledyard National Bank Has $13.43 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 10:34 am
Ledyard National Bank cut its position in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 2.2% during the 2nd quarter, HoldingsChannel reports. The firm owned 6,163 shares of the information services provider’s stock after selling 139 shares during the quarter. Alphabet comprises about 1.6% of Ledyard National Bank’s portfolio, making the stock its 12th largest holding. […]

Hennion & Walsh Asset Management Inc. Has $855,000 Position in CarParts.com, Inc. (NASDAQ:PRTS)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. increased its position in shares of CarParts.com, Inc. (NASDAQ:PRTS – Get Rating) by 4.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 123,193 shares of the specialty retailer’s stock after purchasing an additional 5,182 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in CarParts.com were […]

DAVENPORT & Co LLC Invests $349,000 in Willis Towers Watson Public Limited (NASDAQ:WTW)
2 October 2022 | 10:34 am
DAVENPORT & Co LLC acquired a new position in shares of Willis Towers Watson Public Limited (NASDAQ:WTW – Get Rating) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,767 shares of the company’s stock, valued at approximately $349,000. Separately, Gables […]

Brinker Capital Investments LLC Sells 57,320 Shares of iShares Short Maturity Municipal Bond ETF (BATS:MEAR)
2 October 2022 | 10:34 am
Brinker Capital Investments LLC cut its stake in iShares Short Maturity Municipal Bond ETF (BATS:MEAR – Get Rating) by 60.5% during the 2nd quarter, Holdings Channel.com reports. The firm owned 37,432 shares of the company’s stock after selling 57,320 shares during the period. Brinker Capital Investments LLC’s holdings in iShares Short Maturity Municipal Bond ETF […]

Cambridge Investment Research Advisors Inc. Grows Stock Position in CRISPR Therapeutics AG (NASDAQ:CRSP)
2 October 2022 | 10:34 am
Cambridge Investment Research Advisors Inc. grew its position in CRISPR Therapeutics AG (NASDAQ:CRSP – Get Rating) by 26.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 27,538 shares of the company’s stock after buying an additional 5,708 shares during the quarter. Cambridge Investment Research Advisors Inc.’s holdings in CRISPR Therapeutics were worth $1,673,000 at […]

Hennion & Walsh Asset Management Inc. Buys 8,791 Shares of Canadian Imperial Bank of Commerce (NYSE:CM)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. grew its stake in Canadian Imperial Bank of Commerce (NYSE:CM – Get Rating) (TSE:CM) by 163.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,178 shares of the bank’s stock after acquiring an […]

Money Concepts Capital Corp Sells 402 Shares of Quest Diagnostics Incorporated (NYSE:DGX)
2 October 2022 | 10:34 am
Money Concepts Capital Corp reduced its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Get Rating) by 42.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 555 shares of the medical research company’s stock after selling 402 shares during the quarter. Money Concepts […]

Great Valley Advisor Group Inc. Sells 317 Shares of Exact Sciences Co. (NASDAQ:EXAS)
2 October 2022 | 10:34 am
Great Valley Advisor Group Inc. lessened its position in shares of Exact Sciences Co. (NASDAQ:EXAS – Get Rating) by 3.7% in the second quarter, Holdings Channel reports. The fund owned 8,289 shares of the medical research company’s stock after selling 317 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in Exact Sciences were […]

Hennion & Walsh Asset Management Inc. Raises Position in The Buckle, Inc. (NYSE:BKE)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. lifted its stake in The Buckle, Inc. (NYSE:BKE – Get Rating) by 30.4% in the 2nd quarter, Holdings Channel reports. The firm owned 25,892 shares of the company’s stock after purchasing an additional 6,037 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Buckle were worth […]

Hennion & Walsh Asset Management Inc. Sells 159 Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. cut its holdings in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Get Rating) by 2.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,978 shares of the asset manager’s stock after selling […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Purchased by Leeward Financial Partners LLC
2 October 2022 | 10:34 am
Leeward Financial Partners LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 13.8% during the second quarter, Holdings Channel.com reports. The institutional investor owned 1,112 shares of the information services provider’s stock after buying an additional 135 shares during the period. Alphabet accounts for about 1.7% of Leeward Financial Partners […]

Icon Wealth Partners LLC Has $3.03 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 10:34 am
Icon Wealth Partners LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 11.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,391 shares of the information services provider’s stock after selling 187 shares during the period. Icon Wealth Partners LLC’s holdings in Alphabet were worth $3,031,000 as of […]

Hapanowicz & Associates Financial Services Inc Increases Holdings in Amazon.com, Inc. (NASDAQ:AMZN)
2 October 2022 | 10:34 am
Hapanowicz & Associates Financial Services Inc raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1,900.0% in the second quarter, Holdings Channel reports. The institutional investor owned 2,440 shares of the e-commerce giant’s stock after buying an additional 2,318 shares during the quarter. Amazon.com accounts for about 0.2% of Hapanowicz & Associates Financial Services […]

Hennion & Walsh Asset Management Inc. Acquires 8,668 Shares of Rent-A-Center, Inc. (NASDAQ:RCII)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. increased its holdings in Rent-A-Center, Inc. (NASDAQ:RCII – Get Rating) by 24.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,790 shares of the company’s stock after purchasing an additional 8,668 shares during the quarter. […]

Harel Insurance Investments & Financial Services Ltd. Buys Shares of 318 Jacobs Solutions Inc. (NYSE:J)
2 October 2022 | 10:34 am
Harel Insurance Investments & Financial Services Ltd. bought a new stake in Jacobs Solutions Inc. (NYSE:J – Get Rating) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 318 shares of the company’s stock, valued at approximately $40,000. Several other hedge funds and other institutional […]

Qualys, Inc. (NASDAQ:QLYS) Shares Sold by Hennion & Walsh Asset Management Inc.
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. reduced its position in shares of Qualys, Inc. (NASDAQ:QLYS – Get Rating) by 36.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,798 shares of the software maker’s stock after selling 3,928 shares during the period. Hennion […]

Ellevest Inc. Purchases Shares of 724 LKQ Co. (NASDAQ:LKQ)
2 October 2022 | 10:34 am
Ellevest Inc. bought a new position in shares of LKQ Co. (NASDAQ:LKQ – Get Rating) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 724 shares of the auto parts company’s stock, valued at approximately $36,000. A number of other […]

Micron Technology, Inc. (NASDAQ:MU) Stock Position Lifted by Ellevest Inc.
2 October 2022 | 10:34 am
Ellevest Inc. grew its position in shares of Micron Technology, Inc. (NASDAQ:MU – Get Rating) by 120.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 863 shares of the semiconductor manufacturer’s stock after buying an additional 471 shares during the quarter. Ellevest Inc.’s holdings in Micron Technology were worth $48,000 as of its […]

Hennion & Walsh Asset Management Inc. Has $815,000 Stake in NortonLifeLock Inc. (NASDAQ:NLOK)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. grew its stake in NortonLifeLock Inc. (NASDAQ:NLOK – Get Rating) by 37.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 37,120 shares of the company’s stock after acquiring an additional 10,028 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in NortonLifeLock were worth $815,000 […]

Hennion & Walsh Asset Management Inc. Increases Holdings in ACI Worldwide, Inc. (NASDAQ:ACIW)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. boosted its stake in shares of ACI Worldwide, Inc. (NASDAQ:ACIW – Get Rating) by 58.7% in the 2nd quarter, Holdings Channel reports. The fund owned 30,673 shares of the technology company’s stock after buying an additional 11,347 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in […]

Hennion & Walsh Asset Management Inc. Increases Holdings in Gerdau S.A. (NYSE:GGB)
2 October 2022 | 10:34 am
Hennion & Walsh Asset Management Inc. grew its holdings in shares of Gerdau S.A. (NYSE:GGB – Get Rating) by 69.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 199,957 shares of the basic materials company’s stock after acquiring an additional 81,718 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings […]

Money Concepts Capital Corp Buys 706 Shares of DexCom, Inc. (NASDAQ:DXCM)
2 October 2022 | 10:34 am
Money Concepts Capital Corp boosted its stake in shares of DexCom, Inc. (NASDAQ:DXCM – Get Rating) by 269.5% during the second quarter, Holdings Channel reports. The firm owned 968 shares of the medical device company’s stock after purchasing an additional 706 shares during the quarter. Money Concepts Capital Corp’s holdings in DexCom were worth $75,000 […]

Great Valley Advisor Group Inc. Raises Position in International Paper (NYSE:IP)
2 October 2022 | 10:34 am
Great Valley Advisor Group Inc. raised its stake in shares of International Paper (NYSE:IP – Get Rating) by 16.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,577 shares of the basic materials company’s stock after purchasing an […]

Frontier Capital Management Co. LLC Increases Position in Five Below, Inc. (NASDAQ:FIVE)
2 October 2022 | 10:26 am
Frontier Capital Management Co. LLC grew its stake in Five Below, Inc. (NASDAQ:FIVE – Get Rating) by 1,185.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,814 shares of the specialty retailer’s stock after acquiring an additional 20,117 shares during the quarter. Frontier […]

Exchange Traded Concepts LLC Has $1.26 Million Stock Holdings in iRhythm Technologies, Inc. (NASDAQ:IRTC)
2 October 2022 | 10:20 am
Exchange Traded Concepts LLC cut its stake in iRhythm Technologies, Inc. (NASDAQ:IRTC – Get Rating) by 26.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 11,665 shares of the company’s stock after selling 4,164 shares during the quarter. Exchange Traded Concepts LLC’s holdings in iRhythm Technologies were worth $1,260,000 at the end of […]

California Water Service Group (NYSE:CWT) Stake Raised by Exchange Traded Concepts LLC
2 October 2022 | 10:20 am
Exchange Traded Concepts LLC boosted its holdings in California Water Service Group (NYSE:CWT – Get Rating) by 3.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,790 shares of the utilities provider’s stock after acquiring an additional 674 shares during […]

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) Shares Sold by Exchange Traded Concepts LLC
2 October 2022 | 10:20 am
Exchange Traded Concepts LLC decreased its stake in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Get Rating) by 22.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 15,298 shares of the biotechnology company’s stock after selling 4,528 shares during the period. Exchange Traded Concepts LLC’s holdings in BioMarin Pharmaceutical were worth $1,268,000 as of its […]

NVIDIA Co. (NASDAQ:NVDA) Shares Sold by Triasima Portfolio Management inc.
2 October 2022 | 10:20 am
Triasima Portfolio Management inc. reduced its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 75.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,986 shares of the computer hardware maker’s stock after selling 11,969 shares during the quarter. Triasima Portfolio Management […]

Hall Private Wealth Advisors Increases Position in NVIDIA Co. (NASDAQ:NVDA)
2 October 2022 | 10:20 am
Hall Private Wealth Advisors raised its position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 412.6% during the second quarter, Holdings Channel reports. The firm owned 9,371 shares of the computer hardware maker’s stock after buying an additional 7,543 shares during the quarter. NVIDIA comprises 0.8% of Hall Private Wealth Advisors’ portfolio, making the stock […]

Frontier Capital Management Co. LLC Sells 6,917 Shares of NETSTREIT Corp. (NYSE:NTST)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC trimmed its position in NETSTREIT Corp. (NYSE:NTST – Get Rating) by 2.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,682 shares of the company’s stock after selling 6,917 shares during the period. Frontier Capital Management Co. […]

Frontier Capital Management Co. LLC Has $3.75 Million Holdings in Seagen Inc. (NASDAQ:SGEN)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC decreased its holdings in shares of Seagen Inc. (NASDAQ:SGEN – Get Rating) by 26.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,181 shares of the biotechnology company’s stock after selling 7,733 shares during the […]

Exchange Traded Concepts LLC Sells 597 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
2 October 2022 | 10:20 am
Exchange Traded Concepts LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 3.9% in the 2nd quarter, Holdings Channel.com reports. The fund owned 14,799 shares of the healthcare conglomerate’s stock after selling 597 shares during the quarter. Exchange Traded Concepts LLC’s holdings in UnitedHealth Group were worth $7,601,000 at the end […]

Frontier Capital Management Co. LLC Buys 75,110 Shares of American Woodmark Co. (NASDAQ:AMWD)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC lifted its stake in American Woodmark Co. (NASDAQ:AMWD – Get Rating) by 268.2% during the second quarter, Holdings Channel reports. The fund owned 103,115 shares of the company’s stock after acquiring an additional 75,110 shares during the quarter. Frontier Capital Management Co. LLC’s holdings in American Woodmark were worth $4,641,000 […]

Exchange Traded Concepts LLC Decreases Stake in NVIDIA Co. (NASDAQ:NVDA)
2 October 2022 | 10:20 am
Exchange Traded Concepts LLC lowered its position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 8.0% in the second quarter, Holdings Channel reports. The fund owned 288,767 shares of the computer hardware maker’s stock after selling 25,125 shares during the period. NVIDIA makes up approximately 1.3% of Exchange Traded Concepts LLC’s portfolio, making the stock […]

Frontier Capital Management Co. LLC Lowers Stock Holdings in Abiomed, Inc. (NASDAQ:ABMD)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC decreased its position in shares of Abiomed, Inc. (NASDAQ:ABMD – Get Rating) by 2.7% during the second quarter, Holdings Channel reports. The institutional investor owned 17,394 shares of the medical equipment provider’s stock after selling 489 shares during the period. Frontier Capital Management Co. LLC’s holdings in Abiomed were worth […]

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Shares Sold by Frontier Capital Management Co. LLC
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC reduced its position in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Rating) by 2.8% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 337,266 shares of the aerospace company’s stock after selling 9,696 shares during the quarter. Frontier Capital Management Co. […]

Frontier Capital Management Co. LLC Increases Stock Holdings in Carvana Co. (NYSE:CVNA)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC increased its holdings in shares of Carvana Co. (NYSE:CVNA – Get Rating) by 24.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 139,093 shares of the company’s stock after buying an additional 26,968 shares […]

Frontier Capital Management Co. LLC Boosts Stake in Under Armour, Inc. (NYSE:UA)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC lifted its holdings in Under Armour, Inc. (NYSE:UA – Get Rating) by 137.4% in the 2nd quarter, Holdings Channel reports. The firm owned 509,366 shares of the company’s stock after acquiring an additional 294,830 shares during the period. Frontier Capital Management Co. LLC’s holdings in Under Armour were worth $3,861,000 […]

Frontier Capital Management Co. LLC Sells 121,421 Shares of AZZ Inc. (NYSE:AZZ)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC cut its stake in AZZ Inc. (NYSE:AZZ – Get Rating) by 54.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 100,000 shares of the industrial products company’s stock after selling 121,421 shares during the period. Frontier […]

Frontier Capital Management Co. LLC Reduces Holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC decreased its position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Get Rating) by 55.2% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 64,763 shares of the technology company’s stock after selling 79,882 shares during the period. Frontier Capital Management Co. LLC’s holdings in SS&C Technologies were […]

Enovix Co. (NASDAQ:ENVX) Shares Bought by Frontier Capital Management Co. LLC
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC raised its stake in Enovix Co. (NASDAQ:ENVX – Get Rating) by 2.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 479,039 shares of the company’s stock after acquiring an additional 10,953 shares during the period. […]

Frontier Capital Management Co. LLC Increases Stock Position in Stratasys Ltd. (NASDAQ:SSYS)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC grew its stake in shares of Stratasys Ltd. (NASDAQ:SSYS – Get Rating) by 38.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 189,818 shares of the technology company’s stock after buying an additional 52,525 shares during the period. Frontier […]

Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Shares Sold by Frontier Capital Management Co. LLC
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC cut its holdings in shares of Tandem Diabetes Care, Inc. (NASDAQ:TNDM – Get Rating) by 2.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 64,689 shares of the medical device company’s stock after selling 1,857 shares during the period. […]

Frontier Capital Management Co. LLC Sells 111,869 Shares of Iovance Biotherapeutics, Inc. (NASDAQ:IOVA)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC lessened its holdings in Iovance Biotherapeutics, Inc. (NASDAQ:IOVA – Get Rating) by 26.1% in the second quarter, Holdings Channel reports. The institutional investor owned 317,389 shares of the biotechnology company’s stock after selling 111,869 shares during the period. Frontier Capital Management Co. LLC’s holdings in Iovance Biotherapeutics were worth $3,504,000 […]

UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Reduced by Tealwood Asset Management Inc.
2 October 2022 | 10:20 am
Tealwood Asset Management Inc. cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 1.6% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,293 shares of the healthcare conglomerate’s stock after selling 105 shares during the period. UnitedHealth Group comprises approximately 1.6% […]

Frontier Capital Management Co. LLC Has $4.20 Million Stock Position in Brixmor Property Group Inc. (NYSE:BRX)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC boosted its stake in shares of Brixmor Property Group Inc. (NYSE:BRX – Get Rating) by 15.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 207,686 shares of the real estate investment trust’s stock after buying an additional 28,185 shares during the quarter. Frontier Capital Management Co. LLC’s holdings […]

Frontier Capital Management Co. LLC Sells 300,546 Shares of Tutor Perini Co. (NYSE:TPC)
2 October 2022 | 10:20 am
Frontier Capital Management Co. LLC trimmed its position in shares of Tutor Perini Co. (NYSE:TPC – Get Rating) by 34.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 561,099 shares of the construction company’s stock after selling 300,546 shares during the quarter. Frontier Capital Management Co. LLC’s holdings in Tutor Perini were worth $4,926,000 […]

Hennion & Walsh Asset Management Inc. Sells 1,308 Shares of F5, Inc. (NASDAQ:FFIV)
2 October 2022 | 10:16 am
Hennion & Walsh Asset Management Inc. trimmed its position in shares of F5, Inc. (NASDAQ:FFIV – Get Rating) by 18.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,686 shares of the network technology company’s stock after selling 1,308 […]

Frontier Capital Management Co. LLC Acquires 68,396 Shares of Rapid7, Inc. (NASDAQ:RPD)
2 October 2022 | 10:16 am
Frontier Capital Management Co. LLC raised its holdings in shares of Rapid7, Inc. (NASDAQ:RPD – Get Rating) by 606.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 79,665 shares of the technology company’s stock after acquiring an additional 68,396 shares during the quarter. […]

Coterra Energy Inc. (NYSE:CTRA) Shares Bought by Hennion & Walsh Asset Management Inc.
2 October 2022 | 10:16 am
Hennion & Walsh Asset Management Inc. boosted its holdings in shares of Coterra Energy Inc. (NYSE:CTRA – Get Rating) by 67.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,881 shares of the company’s stock after buying an additional 14,091 shares during […]

Hennion & Walsh Asset Management Inc. Sells 692 Shares of Chewy, Inc. (NYSE:CHWY)
2 October 2022 | 10:16 am
Hennion & Walsh Asset Management Inc. trimmed its stake in Chewy, Inc. (NYSE:CHWY – Get Rating) by 2.7% during the second quarter, HoldingsChannel.com reports. The fund owned 25,049 shares of the company’s stock after selling 692 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Chewy were worth $870,000 at the end […]

341 Shares in Roper Technologies, Inc. (NYSE:ROP) Purchased by Trust Co. of Vermont
2 October 2022 | 10:16 am
Trust Co. of Vermont purchased a new position in Roper Technologies, Inc. (NYSE:ROP – Get Rating) during the second quarter, Holdings Channel reports. The fund purchased 341 shares of the industrial products company’s stock, valued at approximately $135,000. Other hedge funds and other institutional investors also recently made changes to their positions in the company. […]

Ares Capital Co. (NASDAQ:ARCC) Shares Sold by MAI Capital Management
2 October 2022 | 10:16 am
MAI Capital Management trimmed its position in Ares Capital Co. (NASDAQ:ARCC – Get Rating) by 25.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,358 shares of the investment management company’s stock after selling 5,832 shares during the quarter. MAI Capital Management’s holdings […]

MAI Capital Management Decreases Stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
2 October 2022 | 10:16 am
MAI Capital Management lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Get Rating) by 5.3% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 9,016 shares of the company’s stock after selling 500 shares during the period. MAI Capital Management’s holdings in SPDR […]

MAI Capital Management Purchases 323 Shares of Western Alliance Bancorporation (NYSE:WAL)
2 October 2022 | 10:16 am
MAI Capital Management grew its position in Western Alliance Bancorporation (NYSE:WAL – Get Rating) by 6.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,016 shares of the financial services provider’s stock after purchasing an additional 323 shares during the quarter. MAI Capital […]

MAI Capital Management Reduces Stake in General Mills, Inc. (NYSE:GIS)
2 October 2022 | 10:16 am
MAI Capital Management reduced its position in General Mills, Inc. (NYSE:GIS – Get Rating) by 3.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,764 shares of the company’s stock after selling 160 shares during the period. MAI Capital Management’s holdings in General Mills were worth $359,000 as of its most recent filing […]

The Clorox Company (NYSE:CLX) Shares Purchased by MAI Capital Management
2 October 2022 | 10:16 am
MAI Capital Management raised its stake in shares of The Clorox Company (NYSE:CLX – Get Rating) by 5.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,703 shares of the company’s stock after purchasing an additional 140 shares during the period. MAI Capital Management’s holdings […]

W. R. Berkley Co. (NYSE:WRB) Shares Bought by DAVENPORT & Co LLC
2 October 2022 | 10:16 am
DAVENPORT & Co LLC raised its stake in W. R. Berkley Co. (NYSE:WRB – Get Rating) by 8.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,927 shares of the insurance provider’s stock after acquiring an additional 446 shares during the […]

Krilogy Financial LLC Acquires 51 Shares of Microsoft Co. (NASDAQ:MSFT)
2 October 2022 | 10:16 am
Krilogy Financial LLC raised its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.1% during the second quarter, Holdings Channel reports. The firm owned 39,681 shares of the software giant’s stock after buying an additional 51 shares during the period. Microsoft comprises 1.2% of Krilogy Financial LLC’s holdings, making the stock its […]

Gofen & Glossberg LLC IL Sells 743 Shares of Microsoft Co. (NASDAQ:MSFT)
2 October 2022 | 10:16 am
Gofen & Glossberg LLC IL cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 805,006 shares of the software giant’s stock after selling 743 shares during the quarter. Microsoft comprises 5.5% […]

Microsoft Co. (NASDAQ:MSFT) Shares Purchased by Oxinas Partners Wealth Management LLC
2 October 2022 | 10:16 am
Oxinas Partners Wealth Management LLC grew its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 160.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,521 shares of the software giant’s stock after acquiring an additional 10,787 shares […]

Apple Inc. (NASDAQ:AAPL) Shares Sold by FSC Wealth Advisors LLC
2 October 2022 | 10:16 am
FSC Wealth Advisors LLC cut its position in Apple Inc. (NASDAQ:AAPL – Get Rating) by 13.2% in the second quarter, Holdings Channel reports. The firm owned 7,067 shares of the iPhone maker’s stock after selling 1,079 shares during the period. Apple accounts for approximately 8.6% of FSC Wealth Advisors LLC’s holdings, making the stock its […]

Gilman Hill Asset Management LLC Reduces Position in Apple Inc. (NASDAQ:AAPL)
2 October 2022 | 10:16 am
Gilman Hill Asset Management LLC lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 8.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,256 shares of the iPhone maker’s stock after selling 2,443 shares during […]

Apple Inc. (NASDAQ:AAPL) Shares Purchased by OLIO Financial Planning
2 October 2022 | 10:16 am
OLIO Financial Planning lifted its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 4.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,050 shares of the iPhone maker’s stock after purchasing an additional 435 shares during the period. Apple makes up 0.8% of OLIO Financial […]

Karp Capital Management Corp Has $5.84 Million Stake in Microsoft Co. (NASDAQ:MSFT)
2 October 2022 | 10:16 am
Karp Capital Management Corp lowered its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 6.8% in the second quarter, Holdings Channel.com reports. The firm owned 22,754 shares of the software giant’s stock after selling 1,654 shares during the period. Karp Capital Management Corp’s holdings in Microsoft were worth $5,844,000 as of its […]

Apple Inc. (NASDAQ:AAPL) Shares Sold by Acropolis Investment Management LLC
2 October 2022 | 10:16 am
Acropolis Investment Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 79,631 shares of the iPhone maker’s stock after selling 306 shares during the quarter. Apple […]

Apple Inc. (NASDAQ:AAPL) is Five Oceans Advisors’ 6th Largest Position
2 October 2022 | 10:16 am
Five Oceans Advisors trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 29,136 shares of the iPhone maker’s stock after selling 266 shares during the quarter. Apple accounts for 3.0% of Five Oceans Advisors’ investment portfolio, making the stock […]

Wilson & Boucher Capital Management LLC Has $4.87 Million Stake in Apple Inc. (NASDAQ:AAPL)
2 October 2022 | 10:16 am
Wilson & Boucher Capital Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 5.3% in the 2nd quarter, Holdings Channel reports. The firm owned 35,636 shares of the iPhone maker’s stock after selling 1,987 shares during the quarter. Apple comprises approximately 5.4% of Wilson & Boucher Capital Management LLC’s […]

Mayport LLC Acquires 146 Shares of Apple Inc. (NASDAQ:AAPL)
2 October 2022 | 10:16 am
Mayport LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.9% during the second quarter, HoldingsChannel.com reports. The fund owned 17,254 shares of the iPhone maker’s stock after purchasing an additional 146 shares during the period. Apple accounts for 1.9% of Mayport LLC’s portfolio, making the stock its 11th largest holding. Mayport […]

Frontier Capital Management Co. LLC Decreases Stock Position in Caesarstone Ltd. (NASDAQ:CSTE)
2 October 2022 | 10:14 am
Frontier Capital Management Co. LLC cut its holdings in Caesarstone Ltd. (NASDAQ:CSTE – Get Rating) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 626,912 shares of the construction company’s stock after selling 18,030 shares during the quarter. Frontier Capital Management Co. LLC’s holdings in Caesarstone were worth $5,724,000 at the […]

Incyte Co. (NASDAQ:INCY) Shares Sold by Frontier Capital Management Co. LLC
2 October 2022 | 10:14 am
Frontier Capital Management Co. LLC decreased its stake in shares of Incyte Co. (NASDAQ:INCY – Get Rating) by 2.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,185 shares of the biopharmaceutical company’s stock after selling 2,191 shares during the quarter. Frontier […]

The Walt Disney Company (NYSE:DIS) is Alliance Wealth Advisors LLC’s 9th Largest Position
2 October 2022 | 10:14 am
Alliance Wealth Advisors LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 85.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,660 shares of the entertainment giant’s stock after purchasing an additional 13,194 shares […]

Chevron Co. (NYSE:CVX) Shares Acquired by TFG Advisers LLC
2 October 2022 | 10:14 am
TFG Advisers LLC increased its stake in Chevron Co. (NYSE:CVX – Get Rating) by 5.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,958 shares of the oil and gas company’s stock after buying an additional 724 shares during the quarter. Chevron comprises […]

Alliance Wealth Advisors LLC Sells 216 Shares of The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:14 am
Alliance Wealth Advisors LLC cut its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,730 shares of the company’s stock after selling 216 shares […]

TFG Advisers LLC Decreases Stake in The Walt Disney Company (NYSE:DIS)
2 October 2022 | 10:14 am
TFG Advisers LLC lowered its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 7.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 10,873 shares of the entertainment giant’s stock after selling 816 shares during the period. TFG Advisers LLC’s holdings in Walt Disney […]

Monte Financial Group LLC Has $5.41 Million Position in Chevron Co. (NYSE:CVX)
2 October 2022 | 10:14 am
Monte Financial Group LLC cut its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 1.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,365 shares of the oil and gas company’s stock after selling 399 shares during the period. Chevron […]

Garland Capital Management Inc. Sells 977 Shares of Chevron Co. (NYSE:CVX)
2 October 2022 | 10:14 am
Garland Capital Management Inc. cut its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 2.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 34,283 shares of the oil and gas company’s stock after selling 977 shares during […]

Garland Capital Management Inc. Raises Stock Holdings in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:14 am
Garland Capital Management Inc. boosted its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.0% during the second quarter, Holdings Channel reports. The fund owned 44,114 shares of the company’s stock after acquiring an additional 434 shares during the period. Procter & Gamble makes up approximately 4.7% of Garland […]

Center For Asset Management LLC Lowers Stock Position in The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:14 am
Center For Asset Management LLC lowered its position in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 21.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 8,662 shares of the company’s stock after selling 2,435 shares during the period. Procter & Gamble comprises about 1.2% of Center For Asset […]

Center For Asset Management LLC Increases Stake in Chevron Co. (NYSE:CVX)
2 October 2022 | 10:14 am
Center For Asset Management LLC raised its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 38.2% during the 2nd quarter, Holdings Channel reports. The firm owned 1,825 shares of the oil and gas company’s stock after buying an additional 504 shares during the quarter. Center For Asset Management LLC’s holdings in Chevron were worth […]

Trust Co. of Vermont Purchases New Stake in Ameren Co. (NYSE:AEE)
2 October 2022 | 10:14 am
Trust Co. of Vermont purchased a new stake in shares of Ameren Co. (NYSE:AEE – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,002 shares of the utilities provider’s stock, valued at approximately $91,000. Several other institutional investors and hedge funds have also made changes to their positions in AEE. Penserra […]

Trust Co. of Vermont Invests $91,000 in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 625 shares of the exchange traded fund’s stock, valued at approximately $91,000. Several other […]

Trust Co. of Vermont Makes New $92,000 Investment in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 878 shares of the company’s stock, valued at approximately $92,000. A number of […]

Eastern Bank Sells 2,949 Shares of The Procter & Gamble Company (NYSE:PG)
2 October 2022 | 10:14 am
Eastern Bank reduced its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 5.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,586 shares of the company’s stock after selling 2,949 shares during the quarter. Eastern […]

Trust Co. of Vermont Invests $93,000 in iShares MBS ETF (NASDAQ:MBB)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in shares of iShares MBS ETF (NASDAQ:MBB – Get Rating) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 955 shares of the company’s stock, valued at approximately $93,000. Several other […]

Trust Co. of Vermont Takes $96,000 Position in Check Point Software Technologies Ltd. (NASDAQ:CHKP)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new stake in Check Point Software Technologies Ltd. (NASDAQ:CHKP – Get Rating) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 790 shares of the technology company’s stock, valued at approximately $96,000. Several other hedge funds also recently modified […]

Trust Co. of Vermont Makes New Investment in Brookline Bancorp, Inc. (NASDAQ:BRKL)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in shares of Brookline Bancorp, Inc. (NASDAQ:BRKL – Get Rating) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 7,000 shares of the bank’s stock, valued at approximately $93,000. Other hedge funds and other institutional investors also recently bought […]

Trust Co. of Vermont Takes $94,000 Position in Keurig Dr Pepper Inc. (NASDAQ:KDP)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new stake in Keurig Dr Pepper Inc. (NASDAQ:KDP – Get Rating) in the second quarter, Holdings Channel.com reports. The firm acquired 2,661 shares of the company’s stock, valued at approximately $94,000. A number of other institutional investors and hedge funds have also made changes to their positions in the […]

Trust Co. of Vermont Invests $99,000 in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) during the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 1,200 shares of the company’s stock, valued at approximately $99,000. Other institutional investors have also recently made changes to their positions in the company. Kestra […]

iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE) Shares Sold by Trust Co. of Vermont
2 October 2022 | 10:14 am
Trust Co. of Vermont lowered its stake in shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Get Rating) by 75.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,924 shares of the company’s stock after selling 8,847 shares during the period. Trust Co. […]

Trust Co. of Vermont Acquires New Position in Sempra (NYSE:SRE)
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new stake in Sempra (NYSE:SRE – Get Rating) during the second quarter, according to its most recent 13F filing with the SEC. The fund acquired 665 shares of the utilities provider’s stock, valued at approximately $100,000. A number of other hedge funds and other institutional investors have also added […]

Trust Co. of Vermont Makes New $94,000 Investment in iShares Core MSCI EAFE ETF (BATS:IEFA)
2 October 2022 | 10:14 am
Trust Co. of Vermont bought a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,600 shares of the company’s stock, valued at approximately $94,000. A number of […]

Trust Co. of Vermont Makes New $103,000 Investment in Schlumberger Limited (NYSE:SLB)
2 October 2022 | 10:14 am
Trust Co. of Vermont bought a new position in Schlumberger Limited (NYSE:SLB – Get Rating) in the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 2,883 shares of the oil and gas company’s stock, valued at approximately $103,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of […]

Trust Co. of Vermont Purchases Shares of 1,232 Henry Schein, Inc. (NASDAQ:HSIC)
2 October 2022 | 10:14 am
Trust Co. of Vermont purchased a new stake in shares of Henry Schein, Inc. (NASDAQ:HSIC – Get Rating) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 1,232 shares of the company’s stock, valued at approximately $95,000. A number of other hedge funds also recently bought and sold shares of the company. Vanguard […]

875 Shares in Choice Hotels International, Inc. (NYSE:CHH) Acquired by Trust Co. of Vermont
2 October 2022 | 10:14 am
Trust Co. of Vermont acquired a new position in Choice Hotels International, Inc. (NYSE:CHH – Get Rating) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 875 shares of the company’s stock, valued at approximately $98,000. Other hedge funds also recently added to or […]

Trust Co. of Vermont Invests $137,000 in Boston Properties, Inc. (NYSE:BXP)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new position in shares of Boston Properties, Inc. (NYSE:BXP – Get Rating) in the second quarter, HoldingsChannel reports. The fund purchased 1,537 shares of the real estate investment trust’s stock, valued at approximately $137,000. A number of other hedge funds and other institutional investors have also modified their holdings […]

Trust Co. of Vermont Buys Shares of 505 Motorola Solutions, Inc. (NYSE:MSI)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in Motorola Solutions, Inc. (NYSE:MSI – Get Rating) in the 2nd quarter, HoldingsChannel reports. The fund bought 505 shares of the communications equipment provider’s stock, valued at approximately $106,000. Other institutional investors also recently bought and sold shares of the company. Benjamin F. Edwards & Company Inc. […]

Trust Co. of Vermont Acquires Shares of 450 Teleflex Incorporated (NYSE:TFX)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in shares of Teleflex Incorporated (NYSE:TFX – Get Rating) in the 2nd quarter, Holdings Channel.com reports. The fund acquired 450 shares of the medical technology company’s stock, valued at approximately $111,000. Other hedge funds and other institutional investors have also made changes to their positions in the […]

Trust Co. of Vermont Sells 2,283 Shares of The Liberty SiriusXM Group (NASDAQ:LSXMK)
2 October 2022 | 10:08 am
Trust Co. of Vermont decreased its position in shares of The Liberty SiriusXM Group (NASDAQ:LSXMK – Get Rating) by 41.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 3,243 shares of the technology company’s stock after selling 2,283 shares during the period. Trust Co. of Vermont’s holdings in The Liberty SiriusXM Group were worth […]

1,911 Shares in State Street Co. (NYSE:STT) Acquired by Trust Co. of Vermont
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new position in shares of State Street Co. (NYSE:STT – Get Rating) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,911 shares of the asset manager’s stock, valued at approximately $118,000. Several other large investors have also recently […]

Trust Co. of Vermont Makes New $123,000 Investment in Mohawk Industries, Inc. (NYSE:MHK)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new position in shares of Mohawk Industries, Inc. (NYSE:MHK – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 992 shares of the company’s stock, valued at approximately $123,000. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in […]

Trust Co. of Vermont Buys Shares of 472 iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) in the second quarter, HoldingsChannel.com reports. The firm bought 472 shares of the exchange traded fund’s stock, valued at approximately $103,000. Other hedge funds have also added to or reduced their stakes in the company. […]

Trust Co. of Vermont Has $137,000 Stock Position in V.F. Co. (NYSE:VFC)
2 October 2022 | 10:08 am
Trust Co. of Vermont lowered its holdings in shares of V.F. Co. (NYSE:VFC – Get Rating) by 19.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,089 shares of the textile maker’s stock after selling 757 shares during the period. Trust Co. of […]

Trust Co. of Vermont Takes Position in AutoNation, Inc. (NYSE:AN)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in AutoNation, Inc. (NYSE:AN – Get Rating) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,000 shares of the company’s stock, valued at approximately $112,000. Other large investors have also modified […]

Trust Co. of Vermont Purchases Shares of 1,174 Eastman Chemical (NYSE:EMN)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in shares of Eastman Chemical (NYSE:EMN – Get Rating) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 1,174 shares of the basic materials company’s stock, valued at approximately $105,000. A number of other hedge funds […]

Trust Co. of Vermont Buys New Holdings in The Scotts Miracle-Gro Company (NYSE:SMG)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in The Scotts Miracle-Gro Company (NYSE:SMG – Get Rating) in the second quarter, Holdings Channel reports. The institutional investor bought 1,330 shares of the basic materials company’s stock, valued at approximately $105,000. A number of other large investors have also modified their holdings of the company. Vanguard […]

Trust Co. of Vermont Acquires Shares of 2,029 iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Get Rating) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 2,029 shares of the company’s stock, valued at approximately $111,000. Several other hedge funds and other institutional investors have also recently […]

Trust Co. of Vermont Acquires Shares of 664 Snap-on Incorporated (NYSE:SNA)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in Snap-on Incorporated (NYSE:SNA – Get Rating) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 664 shares of the company’s stock, valued at approximately $131,000. A number of other hedge funds […]

Trust Co. of Vermont Acquires New Holdings in MKS Instruments, Inc. (NASDAQ:MKSI)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in MKS Instruments, Inc. (NASDAQ:MKSI – Get Rating) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,304 shares of the scientific and technical instruments company’s stock, valued at approximately $134,000. Several other institutional […]

Trust Co. of Vermont Purchases New Holdings in WD-40 (NASDAQ:WDFC)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in shares of WD-40 (NASDAQ:WDFC – Get Rating) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 575 shares of the specialty chemicals company’s stock, valued at approximately $116,000. Several other large investors […]

1,259 Shares in EMCOR Group, Inc. (NYSE:EME) Acquired by Trust Co. of Vermont
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new position in EMCOR Group, Inc. (NYSE:EME – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 1,259 shares of the construction company’s stock, valued at approximately $130,000. Several other hedge funds and other institutional investors also recently bought and sold shares of EME. Leeward Investments LLC […]

Trust Co. of Vermont Purchases Shares of 8,180 Hewlett Packard Enterprise (NYSE:HPE)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in Hewlett Packard Enterprise (NYSE:HPE – Get Rating) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 8,180 shares of the technology company’s stock, valued at approximately $108,000. Other institutional investors and hedge funds […]

Trust Co. of Vermont Invests $111,000 in Conagra Brands, Inc. (NYSE:CAG)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new position in shares of Conagra Brands, Inc. (NYSE:CAG – Get Rating) in the second quarter, HoldingsChannel reports. The institutional investor purchased 3,245 shares of the company’s stock, valued at approximately $111,000. A number of other large investors also recently modified their holdings of CAG. BlackRock Inc. lifted its […]

Trust Co. of Vermont Makes New Investment in Kilroy Realty Co. (NYSE:KRC)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new position in shares of Kilroy Realty Co. (NYSE:KRC – Get Rating) during the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 2,093 shares of the real estate investment trust’s stock, valued at approximately $110,000. Several other institutional investors and hedge funds have also recently bought and sold shares […]

Trust Co. of Vermont Invests $121,000 in Camden Property Trust (NYSE:CPT)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in Camden Property Trust (NYSE:CPT – Get Rating) during the second quarter, HoldingsChannel reports. The fund bought 900 shares of the real estate investment trust’s stock, valued at approximately $121,000. A number of other large investors have also recently bought and sold shares of the company. Parallel […]

Trust Co. of Vermont Buys Shares of 2,444 XPO Logistics, Inc. (NYSE:XPO)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in XPO Logistics, Inc. (NYSE:XPO – Get Rating) in the 2nd quarter, HoldingsChannel reports. The firm bought 2,444 shares of the transportation company’s stock, valued at approximately $118,000. Other hedge funds have also modified their holdings of the company. Westpark Management LLC purchased a new position in […]

Trust Co. of Vermont Takes Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Get Rating) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 889 shares of the business services provider’s stock, valued at approximately $126,000. Several other institutional investors have also recently made changes to their positions in the […]

Trust Co. of Vermont Invests $129,000 in First American Financial Co. (NYSE:FAF)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new position in shares of First American Financial Co. (NYSE:FAF – Get Rating) in the 2nd quarter, Holdings Channel reports. The firm purchased 2,442 shares of the insurance provider’s stock, valued at approximately $129,000. Several other hedge funds also recently made changes to their positions in the business. Vanguard […]

Trust Co. of Vermont Takes $119,000 Position in Microchip Technology Incorporated (NASDAQ:MCHP)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in Microchip Technology Incorporated (NASDAQ:MCHP – Get Rating) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,042 shares of the semiconductor company’s stock, valued at approximately $119,000. Other institutional investors and […]

Trust Co. of Vermont Buys New Shares in CBIZ, Inc. (NYSE:CBZ)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in shares of CBIZ, Inc. (NYSE:CBZ – Get Rating) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,900 shares of the business services provider’s stock, valued at approximately $116,000. A number of […]

Trust Co. of Vermont Takes $110,000 Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,081 shares of the company’s stock, valued at approximately $110,000. Other large investors […]

Trust Co. of Vermont Purchases Shares of 1,347 Edwards Lifesciences Co. (NYSE:EW)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new stake in Edwards Lifesciences Co. (NYSE:EW – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The fund purchased 1,347 shares of the medical research company’s stock, valued at approximately $128,000. Other institutional investors have also recently added to or reduced their stakes in the company. Mutual of America […]

Trust Co. of Vermont Reduces Holdings in Masco Co. (NYSE:MAS)
2 October 2022 | 10:08 am
Trust Co. of Vermont trimmed its position in shares of Masco Co. (NYSE:MAS – Get Rating) by 43.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 2,608 shares of the construction company’s stock after selling 1,995 shares during the quarter. Trust Co. of Vermont’s holdings in Masco were worth $132,000 at the […]

Trust Co. of Vermont Acquires New Holdings in Baxter International Inc. (NYSE:BAX)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in Baxter International Inc. (NYSE:BAX – Get Rating) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 1,994 shares of the medical instruments supplier’s stock, valued at approximately $129,000. Several other hedge funds have also recently bought […]

Trust Co. of Vermont Acquires Shares of 902 Landstar System, Inc. (NASDAQ:LSTR)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in Landstar System, Inc. (NASDAQ:LSTR – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 902 shares of the transportation company’s stock, valued at approximately $131,000. A number of other hedge funds have also modified their holdings of LSTR. Goldman Sachs Group Inc. raised […]

3,901 Shares in Fox Co. (NASDAQ:FOXA) Purchased by Trust Co. of Vermont
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new position in shares of Fox Co. (NASDAQ:FOXA – Get Rating) during the second quarter, Holdings Channel.com reports. The fund acquired 3,901 shares of the company’s stock, valued at approximately $125,000. A number of other institutional investors have also added to or reduced their stakes in FOXA. Alliancebernstein L.P. […]

Trust Co. of Vermont Takes $135,000 Position in SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB)
2 October 2022 | 10:08 am
Trust Co. of Vermont bought a new stake in SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Get Rating) during the second quarter, HoldingsChannel.com reports. The fund bought 4,135 shares of the company’s stock, valued at approximately $135,000. A number of other hedge funds have also made changes to their positions in SPIB. JPMorgan […]

Trust Co. of Vermont Makes New Investment in Invesco BuyBack Achievers ETF (NASDAQ:PKW)
2 October 2022 | 10:08 am
Trust Co. of Vermont purchased a new position in Invesco BuyBack Achievers ETF (NASDAQ:PKW – Get Rating) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 1,751 shares of the exchange traded fund’s stock, valued at approximately $136,000. Several other institutional investors and hedge funds have also bought and sold shares of the […]

Trust Co. of Vermont Takes $122,000 Position in Gladstone Commercial Co. (NASDAQ:GOOD)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in Gladstone Commercial Co. (NASDAQ:GOOD – Get Rating) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 6,438 shares of the real estate investment trust’s stock, valued at approximately $122,000. A number of other institutional investors also recently modified […]

Trust Co. of Vermont Acquires New Position in ONE Gas, Inc. (NYSE:OGS)
2 October 2022 | 10:08 am
Trust Co. of Vermont acquired a new stake in shares of ONE Gas, Inc. (NYSE:OGS – Get Rating) in the second quarter, HoldingsChannel reports. The institutional investor acquired 1,500 shares of the utilities provider’s stock, valued at approximately $122,000. A number of other hedge funds also recently made changes to their positions in OGS. Mackenzie […]

Harel Insurance Investments & Financial Services Ltd. Takes $29,000 Position in Tractor Supply (NASDAQ:TSCO)
2 October 2022 | 10:06 am
Harel Insurance Investments & Financial Services Ltd. acquired a new stake in shares of Tractor Supply (NASDAQ:TSCO – Get Rating) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 150 shares of the specialty retailer’s stock, valued at approximately $29,000. Other […]

MAI Capital Management Lowers Stake in Truist Financial Co. (NYSE:TFC)
2 October 2022 | 10:06 am
MAI Capital Management lessened its holdings in Truist Financial Co. (NYSE:TFC – Get Rating) by 22.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,908 shares of the insurance provider’s stock after selling 3,162 shares during the quarter. MAI Capital […]

MAI Capital Management Purchases 1,169 Shares of The Kraft Heinz Company (NASDAQ:KHC)
2 October 2022 | 10:06 am
MAI Capital Management boosted its position in The Kraft Heinz Company (NASDAQ:KHC – Get Rating) by 9.9% during the 2nd quarter, Holdings Channel.com reports. The fund owned 12,978 shares of the company’s stock after buying an additional 1,169 shares during the quarter. MAI Capital Management’s holdings in Kraft Heinz were worth $495,000 at the end […]

2,575 Shares in Forestar Group Inc. (NYSE:FOR) Acquired by Harel Insurance Investments & Financial Services Ltd.
2 October 2022 | 10:06 am
Harel Insurance Investments & Financial Services Ltd. purchased a new stake in Forestar Group Inc. (NYSE:FOR – Get Rating) during the second quarter, Holdings Channel.com reports. The firm purchased 2,575 shares of the oil and gas exploration company’s stock, valued at approximately $35,000. Several other institutional investors and hedge funds have also recently added to […]

AstraZeneca PLC (NASDAQ:AZN) Shares Sold by MAI Capital Management
2 October 2022 | 10:06 am
MAI Capital Management lowered its stake in shares of AstraZeneca PLC (NASDAQ:AZN – Get Rating) by 5.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,623 shares of the company’s stock after selling 403 shares during the period. MAI Capital Management’s holdings in AstraZeneca were […]

MAI Capital Management Buys 771 Shares of Analog Devices, Inc. (NASDAQ:ADI)
2 October 2022 | 10:06 am
MAI Capital Management lifted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Get Rating) by 42.0% during the second quarter, HoldingsChannel.com reports. The firm owned 2,605 shares of the semiconductor company’s stock after purchasing an additional 771 shares during the quarter. MAI Capital Management’s holdings in Analog Devices were worth $381,000 as of […]

BRT Apartments Corp. (NYSE:BRT) SVP Matthew J. Gould Buys 3,689 Shares
2 October 2022 | 10:06 am
BRT Apartments Corp. (NYSE:BRT – Get Rating) SVP Matthew J. Gould purchased 3,689 shares of BRT Apartments stock in a transaction that occurred on Wednesday, September 28th. The shares were acquired at an average price of $20.41 per share, for a total transaction of $75,292.49. Following the acquisition, the senior vice president now owns 3,067,454 […]

Harel Insurance Investments & Financial Services Ltd. Takes Position in Extra Space Storage Inc. (NYSE:EXR)
2 October 2022 | 10:06 am
Harel Insurance Investments & Financial Services Ltd. acquired a new stake in Extra Space Storage Inc. (NYSE:EXR – Get Rating) in the second quarter, HoldingsChannel.com reports. The fund acquired 169 shares of the real estate investment trust’s stock, valued at approximately $29,000. A number of other hedge funds also recently made changes to their positions […]

MAI Capital Management Grows Position in Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW)
2 October 2022 | 10:06 am
MAI Capital Management increased its position in shares of Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW – Get Rating) by 25.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,792 shares of the company’s stock after purchasing an additional 1,787 shares during […]

Canadian Pacific Railway (NYSE:CP) Sees Strong Trading Volume
2 October 2022 | 10:06 am
Canadian Pacific Railway Limited (NYSE:CP – Get Rating) (TSE:CP) saw unusually-strong trading volume on Friday . Approximately 221,596 shares were traded during mid-day trading, a decline of 89% from the previous session’s volume of 2,032,163 shares.The stock last traded at $68.44 and had previously closed at $68.62. Wall Street Analyst Weigh In A number of […]

Daqo New Energy (NYSE:DQ) Stock Price Up 6%
2 October 2022 | 10:06 am
Shares of Daqo New Energy Corp. (NYSE:DQ – Get Rating) rose 6% on Friday . The company traded as high as $53.35 and last traded at $52.95. Approximately 20,597 shares changed hands during trading, a decline of 98% from the average daily volume of 1,356,739 shares. The stock had previously closed at $49.95. Wall Street […]

Powers Advisory Group LLC Has $547,000 Position in Verizon Communications Inc. (NYSE:VZ)
2 October 2022 | 10:05 am
Powers Advisory Group LLC grew its holdings in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 3.6% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,783 shares of the cell phone carrier’s stock after purchasing an additional 375 shares during the quarter. Powers Advisory […]

Fidelity Total Bond ETF (NYSEARCA:FBND) Position Boosted by Commonwealth Equity Services LLC
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC raised its position in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Get Rating) by 15.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 325,445 shares of the company’s stock after purchasing an additional 44,658 shares during the […]

American Water Works Company, Inc. (NYSE:AWK) Shares Bought by Commonwealth Equity Services LLC
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC lifted its stake in shares of American Water Works Company, Inc. (NYSE:AWK – Get Rating) by 12.2% during the 2nd quarter, HoldingsChannel reports. The firm owned 103,381 shares of the utilities provider’s stock after purchasing an additional 11,209 shares during the quarter. Commonwealth Equity Services LLC’s holdings in American Water Works […]

Commonwealth Equity Services LLC Purchases 354,924 Shares of FT Cboe Vest U.S. Equity Buffer ETF – May (NYSEARCA:FMAY)
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC boosted its position in shares of FT Cboe Vest U.S. Equity Buffer ETF – May (NYSEARCA:FMAY – Get Rating) by 400.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 443,627 shares of the company’s stock after buying an additional 354,924 […]

Innovator S&P 500 Power Buffer ETF – March (NYSEARCA:PMAR) Shares Bought by Commonwealth Equity Services LLC
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC grew its holdings in Innovator S&P 500 Power Buffer ETF – March (NYSEARCA:PMAR – Get Rating) by 7.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 517,189 shares of the company’s stock after purchasing an additional 37,724 […]

Commonwealth Equity Services LLC Purchases 270,319 Shares of Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC increased its position in Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO – Get Rating) by 58.1% during the second quarter, Holdings Channel reports. The firm owned 735,478 shares of the company’s stock after buying an additional 270,319 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Invesco BulletShares 2024 Corporate […]

Commonwealth Equity Services LLC Sells 47,076 Shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC cut its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Get Rating) by 12.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 333,619 shares of the company’s stock after selling 47,076 shares during the […]

Commonwealth Equity Services LLC Sells 18,778 Shares of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI)
2 October 2022 | 10:05 am
Commonwealth Equity Services LLC trimmed its stake in shares of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Get Rating) by 4.4% in the second quarter, HoldingsChannel reports. The firm owned 412,341 shares of the real estate investment trust’s stock after selling 18,778 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Hannon Armstrong […]

Commonwealth Equity Services LLC Increases Holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Get Rating) by 4.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 192,083 shares of the semiconductor company’s stock after buying an additional […]

Commonwealth Equity Services LLC Raises Stock Holdings in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its holdings in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Get Rating) by 5.2% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 224,629 shares of the company’s stock after purchasing an additional 11,127 shares during the period. Commonwealth Equity Services LLC’s holdings in Invesco S&P 500 Revenue ETF […]

iShares U.S. Aerospace & Defense ETF (BATS:ITA) Holdings Lowered by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC trimmed its stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Get Rating) by 9.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 160,308 shares of the company’s stock after selling 15,981 shares during the quarter. […]

Commonwealth Equity Services LLC Increases Position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC raised its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Get Rating) by 60.3% during the second quarter, Holdings Channel reports. The firm owned 361,965 shares of the company’s stock after buying an additional 136,150 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Dimensional Core Fixed Income ETF […]

Commonwealth Equity Services LLC Purchases 1,328 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Get Rating) by 1.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 94,003 shares of the company’s stock after purchasing an additional 1,328 shares during the quarter. Commonwealth […]

Commonwealth Equity Services LLC Reduces Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lessened its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Get Rating) by 26.0% during the second quarter, Holdings Channel reports. The institutional investor owned 155,631 shares of the exchange traded fund’s stock after selling 54,690 shares during the quarter. Commonwealth Equity Services LLC’s holdings in iShares […]

Commonwealth Equity Services LLC Increases Position in Ecolab Inc. (NYSE:ECL)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its position in shares of Ecolab Inc. (NYSE:ECL – Get Rating) by 3.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 103,983 shares of the basic materials company’s stock after buying an additional 3,671 shares during the period. Commonwealth Equity Services LLC’s […]

Commonwealth Equity Services LLC Sells 11,157 Shares of MetLife, Inc. (NYSE:MET)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC reduced its stake in shares of MetLife, Inc. (NYSE:MET – Get Rating) by 4.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 255,103 shares of the financial services provider’s stock after selling 11,157 shares during the period. Commonwealth Equity Services LLC’s holdings in MetLife were worth $16,017,000 at the end […]

Commonwealth Equity Services LLC Has $16.03 Million Stock Position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC increased its stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 5.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 166,633 shares of the company’s stock after acquiring an additional 8,149 shares during […]

Commonwealth Equity Services LLC Buys 56,222 Shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC grew its stake in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Get Rating) by 32.6% in the second quarter, HoldingsChannel.com reports. The fund owned 228,669 shares of the company’s stock after acquiring an additional 56,222 shares during the period. Commonwealth Equity Services LLC’s holdings in SPDR S&P 600 Small […]

Commonwealth Equity Services LLC Buys 1,819 Shares of ServiceNow, Inc. (NYSE:NOW)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC increased its stake in ServiceNow, Inc. (NYSE:NOW – Get Rating) by 5.6% in 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 34,345 shares of the information technology services provider’s stock after buying an additional […]

WEC Energy Group, Inc. (NYSE:WEC) Shares Acquired by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC increased its position in WEC Energy Group, Inc. (NYSE:WEC – Get Rating) by 18.2% during the second quarter, Holdings Channel reports. The fund owned 161,601 shares of the utilities provider’s stock after purchasing an additional 24,880 shares during the quarter. Commonwealth Equity Services LLC’s holdings in WEC Energy Group were worth […]

Commonwealth Equity Services LLC Has $16.75 Million Stock Position in VanEck Gold Miners ETF (NYSEARCA:GDX)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Get Rating) by 6.8% in the second quarter, HoldingsChannel reports. The firm owned 611,719 shares of the exchange traded fund’s stock after purchasing an additional 38,781 shares during the period. Commonwealth Equity Services LLC’s holdings in VanEck Gold Miners ETF were […]

First Trust Water ETF (NYSEARCA:FIW) Shares Purchased by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC increased its position in shares of First Trust Water ETF (NYSEARCA:FIW – Get Rating) by 3.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 229,512 shares of the company’s stock after purchasing an additional 8,645 shares during […]

Commonwealth Equity Services LLC Has $16.66 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 0.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 373,046 shares of the company’s stock after buying an additional 1,305 shares during […]

Commonwealth Equity Services LLC Has $16.42 Million Stock Holdings in iShares Morningstar Mid Core ETF (NYSEARCA:IMCB)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC cut its stake in shares of iShares Morningstar Mid Core ETF (NYSEARCA:IMCB – Get Rating) by 5.1% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 291,406 shares of the company’s stock after selling 15,639 shares during the quarter. Commonwealth Equity Services LLC’s holdings in iShares Morningstar Mid Core ETF were […]

Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Bought by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC increased its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Get Rating) by 244.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 770,943 shares of the company’s stock after buying an additional 547,375 shares […]

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) Shares Purchased by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC boosted its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Get Rating) by 49.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 912,838 shares of the exchange traded fund’s stock after purchasing an additional 301,453 shares during the period. Commonwealth Equity Services LLC’s holdings in […]

Commonwealth Equity Services LLC Lowers Stock Position in Marriott International, Inc. (NASDAQ:MAR)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC cut its position in shares of Marriott International, Inc. (NASDAQ:MAR – Get Rating) by 1.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 124,006 shares of the company’s stock after selling 2,176 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Marriott International were worth $16,866,000 as of […]

Commonwealth Equity Services LLC Has $16.52 Million Stake in Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC raised its stake in shares of Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN – Get Rating) by 6.2% in the second quarter, Holdings Channel.com reports. The firm owned 788,706 shares of the company’s stock after buying an additional 45,712 shares during the period. Commonwealth Equity Services LLC’s holdings in Invesco BulletShares […]

Eaton Co. plc (NYSE:ETN) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC reduced its position in shares of Eaton Co. plc (NYSE:ETN – Get Rating) by 2.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 134,085 shares of the industrial products company’s stock after selling 3,970 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Eaton were worth $16,893,000 as of […]

Commonwealth Equity Services LLC Has $16.87 Million Stake in Intuit Inc. (NASDAQ:INTU)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC lifted its position in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 16.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,779 shares of the software maker’s stock after acquiring an additional 6,122 shares […]

Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO) Shares Purchased by Commonwealth Equity Services LLC
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC boosted its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Get Rating) by 49.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 235,750 shares of the company’s stock after purchasing an additional 78,098 shares during the quarter. Commonwealth Equity […]

Commonwealth Equity Services LLC Acquires 2,124 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
2 October 2022 | 10:04 am
Commonwealth Equity Services LLC grew its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 0.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 487,026 shares of the company’s stock after acquiring an additional 2,124 shares during the period. […]

Commonwealth Equity Services LLC Increases Stake in iShares U.S. Healthcare ETF (NYSEARCA:IYH)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC raised its holdings in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Get Rating) by 2.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 64,996 shares of the company’s stock after buying an additional 1,492 shares during […]

Commonwealth Equity Services LLC Boosts Stock Position in JPMorgan Ultra-Short Municipal Income ETF (NYSEARCA:JMST)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC increased its stake in shares of JPMorgan Ultra-Short Municipal Income ETF (NYSEARCA:JMST – Get Rating) by 137.2% in the second quarter, HoldingsChannel reports. The firm owned 354,675 shares of the company’s stock after buying an additional 205,180 shares during the quarter. Commonwealth Equity Services LLC’s holdings in JPMorgan Ultra-Short Municipal Income […]

Commonwealth Equity Services LLC Has $17.84 Million Stock Position in American International Group, Inc. (NYSE:AIG)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC grew its position in American International Group, Inc. (NYSE:AIG – Get Rating) by 0.3% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 348,979 shares of the insurance provider’s stock after buying an additional 1,153 shares during the period. Commonwealth Equity Services LLC’s holdings […]

Invesco Water Resources ETF (NASDAQ:PHO) Shares Bought by Commonwealth Equity Services LLC
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC raised its holdings in Invesco Water Resources ETF (NASDAQ:PHO – Get Rating) by 5.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 390,190 shares of the company’s stock after purchasing an additional 20,076 shares during […]

Commonwealth Equity Services LLC Purchases 101,373 Shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC raised its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Get Rating) by 15.3% in the second quarter, HoldingsChannel reports. The firm owned 765,646 shares of the company’s stock after buying an additional 101,373 shares during the quarter. Commonwealth Equity Services LLC’s holdings in First […]

Commonwealth Equity Services LLC Decreases Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC lowered its stake in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX – Get Rating) by 4.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 214,866 shares of the company’s stock after selling 9,629 shares during the quarter. Commonwealth Equity Services LLC’s holdings in First Trust US Equity Opportunities […]

Commonwealth Equity Services LLC Boosts Holdings in Pimco Total Return ETF (NYSEARCA:BOND)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC raised its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Get Rating) by 11.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 200,666 shares of the exchange traded fund’s stock after purchasing […]

Commonwealth Equity Services LLC Sells 778 Shares of Novartis AG (NYSE:NVS)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC decreased its position in Novartis AG (NYSE:NVS – Get Rating) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 216,818 shares of the company’s stock after selling 778 shares during the quarter. Commonwealth […]

Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC trimmed its holdings in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Get Rating) by 14.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 134,872 shares of the company’s stock after selling 23,097 shares during the quarter. Commonwealth Equity […]

iShares U.S. Consumer Staples ETF (NYSEARCA:IYK) Holdings Lifted by Commonwealth Equity Services LLC
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC lifted its stake in iShares U.S. Consumer Staples ETF (NYSEARCA:IYK – Get Rating) by 248.2% in the second quarter, HoldingsChannel reports. The firm owned 102,125 shares of the company’s stock after purchasing an additional 72,799 shares during the period. Commonwealth Equity Services LLC’s holdings in iShares U.S. Consumer Staples ETF were […]

Commonwealth Equity Services LLC Purchases 4,357 Shares of The Travelers Companies, Inc. (NYSE:TRV)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC boosted its position in The Travelers Companies, Inc. (NYSE:TRV – Get Rating) by 4.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,262 shares of the insurance provider’s stock after buying an additional 4,357 shares during the period. […]

Commonwealth Equity Services LLC Sells 7,395 Shares of IQ Merger Arbitrage ETF (NYSEARCA:MNA)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC cut its position in shares of IQ Merger Arbitrage ETF (NYSEARCA:MNA – Get Rating) by 1.2% in the second quarter, Holdings Channel reports. The institutional investor owned 633,597 shares of the company’s stock after selling 7,395 shares during the period. Commonwealth Equity Services LLC’s holdings in IQ Merger Arbitrage ETF were […]

Commonwealth Equity Services LLC Decreases Stock Position in McKesson Co. (NYSE:MCK)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC lowered its stake in McKesson Co. (NYSE:MCK – Get Rating) by 8.6% during the 2nd quarter, Holdings Channel reports. The firm owned 56,747 shares of the company’s stock after selling 5,371 shares during the quarter. Commonwealth Equity Services LLC’s holdings in McKesson were worth $18,511,000 at the end of the most […]

Caterpillar Inc. (NYSE:CAT) Shares Acquired by Hennion & Walsh Asset Management Inc.
2 October 2022 | 10:03 am
Hennion & Walsh Asset Management Inc. increased its position in Caterpillar Inc. (NYSE:CAT – Get Rating) by 7.2% in the second quarter, Holdings Channel reports. The firm owned 3,807 shares of the industrial products company’s stock after purchasing an additional 256 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Caterpillar were […]

Commonwealth Equity Services LLC Purchases 1,521 Shares of Cigna Co. (NYSE:CI)
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC grew its position in shares of Cigna Co. (NYSE:CI – Get Rating) by 2.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,367 shares of the health services provider’s stock after acquiring an additional 1,521 […]

iShares Short Treasury Bond ETF (NASDAQ:SHV) Shares Acquired by Commonwealth Equity Services LLC
2 October 2022 | 10:03 am
Commonwealth Equity Services LLC lifted its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Get Rating) by 78.7% during the second quarter, HoldingsChannel.com reports. The firm owned 172,379 shares of the company’s stock after purchasing an additional 75,936 shares during the period. Commonwealth Equity Services LLC’s holdings in iShares Short Treasury Bond […]

Exxon Mobil Co. (NYSE:XOM) Shares Acquired by Commonwealth Equity Services LLC
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC grew its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 1.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 2,440,193 shares of the oil and gas company’s stock after acquiring an additional 24,548 shares during the quarter. Exxon Mobil […]

Commonwealth Equity Services LLC Has $20.12 Million Position in Vanguard Mega Cap ETF (NYSEARCA:MGC)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC increased its stake in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Get Rating) by 0.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 152,655 shares of the company’s stock after buying an additional 467 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Vanguard Mega Cap ETF […]

Commonwealth Equity Services LLC Reduces Stock Position in United Airlines Holdings, Inc. (NASDAQ:UAL)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC reduced its holdings in United Airlines Holdings, Inc. (NASDAQ:UAL – Get Rating) by 5.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 572,184 shares of the transportation company’s stock after selling 32,307 shares during the period. Commonwealth Equity Services LLC’s holdings in United Airlines were worth $20,266,000 at the […]

Commonwealth Equity Services LLC Increases Stock Position in iShares Exponential Technologies ETF (NASDAQ:XT)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC lifted its holdings in iShares Exponential Technologies ETF (NASDAQ:XT – Get Rating) by 1.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 399,473 shares of the company’s stock after buying an additional 6,975 shares during the period. Commonwealth Equity Services LLC’s holdings in iShares Exponential Technologies ETF were worth […]

Ledyard National Bank Increases Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 10:02 am
Ledyard National Bank lifted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,844 shares of the home improvement retailer’s stock after purchasing an additional 152 shares […]

Commonwealth Equity Services LLC Grows Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC lifted its position in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Get Rating) by 0.3% during the second quarter, Holdings Channel reports. The institutional investor owned 71,046 shares of the pharmaceutical company’s stock after purchasing an additional 206 shares during the period. Commonwealth Equity Services LLC’s holdings in Vertex Pharmaceuticals were […]

Gilead Sciences, Inc. (NASDAQ:GILD) Shares Purchased by Commonwealth Equity Services LLC
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC increased its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Get Rating) by 0.5% during the second quarter, Holdings Channel.com reports. The fund owned 312,031 shares of the biopharmaceutical company’s stock after acquiring an additional 1,471 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Gilead Sciences were worth […]

Hennion & Walsh Asset Management Inc. Reduces Stock Position in Omnicell, Inc. (NASDAQ:OMCL)
2 October 2022 | 10:02 am
Hennion & Walsh Asset Management Inc. lowered its holdings in shares of Omnicell, Inc. (NASDAQ:OMCL – Get Rating) by 33.8% in the second quarter, Holdings Channel.com reports. The fund owned 6,030 shares of the company’s stock after selling 3,081 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Omnicell were worth $686,000 […]

Commonwealth Equity Services LLC Has $18.45 Million Stock Holdings in Invesco Preferred ETF (NYSEARCA:PGX)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC cut its position in Invesco Preferred ETF (NYSEARCA:PGX – Get Rating) by 1.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,495,220 shares of the company’s stock after selling 19,664 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Invesco Preferred ETF were worth $18,451,000 at the end of […]

Commonwealth Equity Services LLC Has $18.54 Million Position in John Hancock Multifactor Large Cap ETF (NYSEARCA:JHML)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC cut its stake in shares of John Hancock Multifactor Large Cap ETF (NYSEARCA:JHML – Get Rating) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 388,901 shares of the company’s stock after selling 34,582 shares during the quarter. […]

General Electric (NYSE:GE) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC reduced its holdings in General Electric (NYSE:GE – Get Rating) by 12.2% during the 2nd quarter, Holdings Channel reports. The firm owned 318,606 shares of the conglomerate’s stock after selling 44,231 shares during the quarter. Commonwealth Equity Services LLC’s holdings in General Electric were worth $20,285,000 at the end of the […]

Commonwealth Equity Services LLC Has $19.98 Million Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Get Rating) by 7.1% during the second quarter, Holdings Channel reports. The fund owned 416,187 shares of the company’s stock after buying an additional 27,651 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Dimensional U.S. Small […]

Sprott Physical Gold Trust (NYSEARCA:PHYS) Shares Sold by Commonwealth Equity Services LLC
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC reduced its position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Get Rating) by 11.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,386,760 shares of the exchange traded fund’s stock after selling 175,518 […]

Valero Energy Co. (NYSE:VLO) Stock Position Raised by Commonwealth Equity Services LLC
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC raised its position in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 3.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,439 shares of the oil and gas company’s stock after purchasing an additional 6,627 […]

Commonwealth Equity Services LLC Raises Stock Position in The Home Depot, Inc. (NYSE:HD)
2 October 2022 | 10:02 am
Commonwealth Equity Services LLC lifted its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 672,815 shares of the home improvement retailer’s stock after acquiring an additional 19,704 shares during the period. Commonwealth Equity Services LLC’s holdings in Home Depot were worth […]

Hennion & Walsh Asset Management Inc. Sells 1,045 Shares of Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA)
2 October 2022 | 10:02 am
Hennion & Walsh Asset Management Inc. lessened its position in Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA – Get Rating) by 1.5% in the 2nd quarter, Holdings Channel reports. The firm owned 70,339 shares of the company’s stock after selling 1,045 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Kiniksa Pharmaceuticals were worth $682,000 […]

The Home Depot, Inc. (NYSE:HD) Shares Purchased by Columbia Trust Co 01012016
2 October 2022 | 10:02 am
Columbia Trust Co 01012016 lifted its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 7.5% during the second quarter, HoldingsChannel.com reports. The fund owned 5,886 shares of the home improvement retailer’s stock after acquiring an additional 409 shares during the period. Columbia Trust Co 01012016’s holdings in Home Depot were worth $1,615,000 […]

Hennion & Walsh Asset Management Inc. Acquires Shares of 16,330 The Bank of New York Mellon Co. (NYSE:BK)
2 October 2022 | 10:02 am
Hennion & Walsh Asset Management Inc. acquired a new stake in The Bank of New York Mellon Co. (NYSE:BK – Get Rating) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 16,330 shares of the bank’s stock, valued at approximately $681,000. […]

Harel Insurance Investments & Financial Services Ltd. Has $40,000 Stock Position in Visa Inc. (NYSE:V)
2 October 2022 | 10:00 am
Harel Insurance Investments & Financial Services Ltd. reduced its position in Visa Inc. (NYSE:V – Get Rating) by 100.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 203 shares of the credit-card processor’s stock after selling 482,031 shares during the period. Harel Insurance Investments & Financial Services […]

Harel Insurance Investments & Financial Services Ltd. Boosts Stake in Alphabet Inc. (NASDAQ:GOOGL)
2 October 2022 | 10:00 am
Harel Insurance Investments & Financial Services Ltd. raised its position in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 95.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,121 shares of the information services provider’s stock after purchasing an additional 21,500 shares during the […]

JPMorgan Chase & Co. (NYSE:JPM) Stake Reduced by Harel Insurance Investments & Financial Services Ltd.
2 October 2022 | 10:00 am
Harel Insurance Investments & Financial Services Ltd. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 98.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,950 shares of the financial services provider’s stock after selling 556,513 shares during the […]

ChampionX Co. (NASDAQ:CHX) Stock Holdings Increased by State of Alaska Department of Revenue
2 October 2022 | 10:00 am
State of Alaska Department of Revenue boosted its holdings in shares of ChampionX Co. (NASDAQ:CHX – Get Rating) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 29,229 shares of the company’s stock after purchasing an additional 800 shares during the period. State of Alaska Department of Revenue’s holdings in ChampionX were […]

Rockwell Automation, Inc. (NYSE:ROK) Stock Holdings Raised by Sawtooth Solutions LLC
2 October 2022 | 10:00 am
Sawtooth Solutions LLC raised its stake in Rockwell Automation, Inc. (NYSE:ROK – Get Rating) by 39.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 1,223 shares of the industrial products company’s stock after purchasing an additional 346 shares during the period. Sawtooth Solutions LLC’s holdings in Rockwell […]

Harel Insurance Investments & Financial Services Ltd. Has $38,000 Holdings in Paylocity Holding Co. (NASDAQ:PCTY)
2 October 2022 | 10:00 am
Harel Insurance Investments & Financial Services Ltd. cut its holdings in shares of Paylocity Holding Co. (NASDAQ:PCTY – Get Rating) by 31.7% in the second quarter, HoldingsChannel reports. The fund owned 220 shares of the software maker’s stock after selling 102 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Paylocity […]

Anavex Life Sciences Corp. (NASDAQ:AVXL) Shares Bought by Hennion & Walsh Asset Management Inc.
2 October 2022 | 10:00 am
Hennion & Walsh Asset Management Inc. raised its holdings in Anavex Life Sciences Corp. (NASDAQ:AVXL – Get Rating) by 10.7% in the 2nd quarter, HoldingsChannel reports. The fund owned 68,688 shares of the biotechnology company’s stock after acquiring an additional 6,629 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Anavex Life […]

Sawtooth Solutions LLC Purchases 118 Shares of UniFirst Co. (NYSE:UNF)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC boosted its position in shares of UniFirst Co. (NYSE:UNF – Get Rating) by 9.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,407 shares of the textile maker’s stock after buying an additional 118 shares during the period. […]

Sawtooth Solutions LLC Raises Stock Position in Armstrong World Industries, Inc. (NYSE:AWI)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC grew its holdings in Armstrong World Industries, Inc. (NYSE:AWI – Get Rating) by 8.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 3,803 shares of the construction company’s stock after acquiring an additional 295 shares during the period. Sawtooth Solutions LLC’s holdings in Armstrong World Industries were worth $285,000 at […]

Sawtooth Solutions LLC Acquires 746 Shares of American Software, Inc. (NASDAQ:AMSWA)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC increased its holdings in American Software, Inc. (NASDAQ:AMSWA – Get Rating) by 5.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,761 shares of the software maker’s stock after purchasing an additional 746 shares during the quarter. Sawtooth […]

Sawtooth Solutions LLC Invests $263,000 in ChargePoint Holdings, Inc. (NYSE:CHPT)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC purchased a new position in shares of ChargePoint Holdings, Inc. (NYSE:CHPT – Get Rating) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 19,208 shares of the company’s stock, valued at approximately $263,000. Several other hedge funds and other institutional investors […]

Sawtooth Solutions LLC Buys 184 Shares of Federal Realty Investment Trust (NYSE:FRT)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC boosted its stake in Federal Realty Investment Trust (NYSE:FRT – Get Rating) by 6.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,838 shares of the real estate investment trust’s stock after acquiring an additional 184 shares during the period. Sawtooth Solutions LLC’s holdings in Federal Realty Investment Trust were worth […]

Sawtooth Solutions LLC Has $260,000 Position in Genuine Parts (NYSE:GPC)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC boosted its holdings in Genuine Parts (NYSE:GPC – Get Rating) by 17.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,956 shares of the specialty retailer’s stock after purchasing an additional 290 shares during the quarter. Sawtooth Solutions […]

Cambridge Investment Research Advisors Inc. Sells 2,238 Shares of Southern Copper Co. (NYSE:SCCO)
2 October 2022 | 10:00 am
Cambridge Investment Research Advisors Inc. lowered its stake in shares of Southern Copper Co. (NYSE:SCCO – Get Rating) by 6.7% in the second quarter, Holdings Channel reports. The firm owned 31,010 shares of the basic materials company’s stock after selling 2,238 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Southern Copper were […]

Sawtooth Solutions LLC Acquires 830 Shares of Carrier Global Co. (NYSE:CARR)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC boosted its holdings in shares of Carrier Global Co. (NYSE:CARR – Get Rating) by 13.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,989 shares of the company’s stock after purchasing an additional 830 shares during the period. Sawtooth Solutions […]

Illumina, Inc. (NASDAQ:ILMN) Shares Acquired by Cambridge Investment Research Advisors Inc.
2 October 2022 | 10:00 am
Cambridge Investment Research Advisors Inc. lifted its position in shares of Illumina, Inc. (NASDAQ:ILMN – Get Rating) by 19.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,508 shares of the life sciences company’s stock after buying an additional 1,539 shares during the […]

Private Advisor Group LLC Trims Stock Holdings in KeyCorp (NYSE:KEY)
2 October 2022 | 10:00 am
Private Advisor Group LLC decreased its stake in KeyCorp (NYSE:KEY – Get Rating) by 46.9% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 64,457 shares of the financial services provider’s stock after selling 57,042 shares during the period. Private Advisor Group LLC’s holdings in KeyCorp were worth $1,111,000 as of its most recent […]

ChargePoint Holdings, Inc. (NYSE:CHPT) Shares Bought by Private Advisor Group LLC
2 October 2022 | 10:00 am
Private Advisor Group LLC grew its holdings in shares of ChargePoint Holdings, Inc. (NYSE:CHPT – Get Rating) by 143.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 86,859 shares of the company’s stock after buying an additional 51,251 shares during the period. Private Advisor Group LLC’s holdings in ChargePoint were worth $1,189,000 as of […]

Vanguard Materials ETF (NYSEARCA:VAW) Position Reduced by Cambridge Investment Research Advisors Inc.
2 October 2022 | 10:00 am
Cambridge Investment Research Advisors Inc. trimmed its stake in shares of Vanguard Materials ETF (NYSEARCA:VAW – Get Rating) by 1.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,903 shares of the company’s stock after selling 115 shares during the quarter. Cambridge Investment […]

Cambridge Investment Research Advisors Inc. Boosts Stake in ChargePoint Holdings, Inc. (NYSE:CHPT)
2 October 2022 | 10:00 am
Cambridge Investment Research Advisors Inc. increased its position in ChargePoint Holdings, Inc. (NYSE:CHPT – Get Rating) by 19.0% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 108,606 shares of the company’s stock after purchasing an additional 17,367 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings […]

CMS Energy Co. (NYSE:CMS) Holdings Boosted by Sawtooth Solutions LLC
2 October 2022 | 10:00 am
Sawtooth Solutions LLC boosted its holdings in CMS Energy Co. (NYSE:CMS – Get Rating) by 19.2% during the second quarter, HoldingsChannel.com reports. The fund owned 4,411 shares of the utilities provider’s stock after acquiring an additional 709 shares during the period. Sawtooth Solutions LLC’s holdings in CMS Energy were worth $298,000 as of its most […]

Sawtooth Solutions LLC Sells 361 Shares of Boston Scientific Co. (NYSE:BSX)
2 October 2022 | 10:00 am
Sawtooth Solutions LLC trimmed its holdings in Boston Scientific Co. (NYSE:BSX – Get Rating) by 4.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,028 shares of the medical equipment provider’s stock after selling 361 shares during the period. Sawtooth Solutions LLC’s holdings in Boston Scientific were worth $299,000 as of its […]

Insider Selling: BioLife Solutions, Inc. (NASDAQ:BLFS) CMO Sells 463 Shares of Stock
2 October 2022 | 9:58 am
BioLife Solutions, Inc. (NASDAQ:BLFS – Get Rating) CMO Todd Berard sold 463 shares of the stock in a transaction dated Thursday, September 29th. The stock was sold at an average price of $23.02, for a total value of $10,658.26. Following the sale, the chief marketing officer now owns 107,931 shares of the company’s stock, valued […]

Altria Group (NYSE:MO) Hits New 52-Week Low at $40.48
2 October 2022 | 9:58 am
Altria Group, Inc. (NYSE:MO – Get Rating) hit a new 52-week low on Friday . The company traded as low as $40.48 and last traded at $40.49, with a volume of 281998 shares. The stock had previously closed at $41.17. Wall Street Analysts Forecast Growth A number of equities analysts have weighed in on MO […]

Insider Selling: Prothena Co. plc (NASDAQ:PRTA) Insider Sells 31,666 Shares of Stock
2 October 2022 | 9:58 am
Prothena Co. plc (NASDAQ:PRTA – Get Rating) insider Lars Ekman sold 31,666 shares of Prothena stock in a transaction on Wednesday, September 28th. The shares were sold at an average price of $48.09, for a total value of $1,522,817.94. Following the completion of the transaction, the insider now owns 243 shares of the company’s stock, […]

Finance Of America Companies Inc. (NYSE:FOA) Major Shareholder Buys $170,223.30 in Stock
2 October 2022 | 9:58 am
Finance Of America Companies Inc. (NYSE:FOA – Get Rating) major shareholder Edmond Safra bought 87,294 shares of the business’s stock in a transaction that occurred on Monday, June 13th. The stock was bought at an average price of $1.95 per share, with a total value of $170,223.30. Following the completion of the transaction, the insider […]

Karen A. Foster Sells 559 Shares of BioLife Solutions, Inc. (NASDAQ:BLFS) Stock
2 October 2022 | 9:58 am
BioLife Solutions, Inc. (NASDAQ:BLFS – Get Rating) insider Karen A. Foster sold 559 shares of the company’s stock in a transaction on Thursday, September 29th. The stock was sold at an average price of $23.02, for a total transaction of $12,868.18. Following the completion of the sale, the insider now owns 108,814 shares of the […]

Laboratory Co. of America (NYSE:LH) Reaches New 52-Week Low at $204.65
2 October 2022 | 9:58 am
Laboratory Co. of America Holdings (NYSE:LH – Get Rating)’s share price hit a new 52-week low during trading on Friday . The company traded as low as $204.65 and last traded at $204.75, with a volume of 23543 shares trading hands. The stock had previously closed at $208.00. Analysts Set New Price Targets A number […]

Gene G. Kinney Sells 16,412 Shares of Prothena Co. plc (NASDAQ:PRTA) Stock
2 October 2022 | 9:58 am
Prothena Co. plc (NASDAQ:PRTA – Get Rating) CEO Gene G. Kinney sold 16,412 shares of the firm’s stock in a transaction on Wednesday, September 28th. The stock was sold at an average price of $53.38, for a total value of $876,072.56. Following the completion of the transaction, the chief executive officer now directly owns 12,793 […]

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Reaches New 52-Week Low at $58.53
2 October 2022 | 9:58 am
Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) reached a new 52-week low during mid-day trading on Friday . The company traded as low as $58.53 and last traded at $58.53, with a volume of 22610 shares. The stock had previously closed at $59.35. Schwab U.S. Large-Cap Value ETF Stock Down 1.4 […]

iShares S&P 500 Value ETF (NYSEARCA:IVE) Sets New 52-Week Low at $128.50
2 October 2022 | 9:58 am
iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating)’s stock price reached a new 52-week low on Friday . The stock traded as low as $128.50 and last traded at $128.57, with a volume of 73276 shares trading hands. The stock had previously closed at $130.24. iShares S&P 500 Value ETF Price Performance The firm […]

Finance Of America Companies Inc. (NYSE:FOA) Major Shareholder Edmond Safra Purchases 71,924 Shares
2 October 2022 | 9:58 am
Finance Of America Companies Inc. (NYSE:FOA – Get Rating) major shareholder Edmond Safra acquired 71,924 shares of the business’s stock in a transaction on Friday, June 10th. The stock was acquired at an average price of $2.02 per share, with a total value of $145,286.48. Following the transaction, the insider now owns 3,985,031 shares in […]

Insider Buying: Finance Of America Companies Inc. (NYSE:FOA) Major Shareholder Acquires 100,000 Shares of Stock
2 October 2022 | 9:58 am
Finance Of America Companies Inc. (NYSE:FOA – Get Rating) major shareholder Edmond Safra acquired 100,000 shares of the business’s stock in a transaction on Wednesday, July 6th. The stock was purchased at an average cost of $1.70 per share, with a total value of $170,000.00. Following the acquisition, the insider now directly owns 4,601,888 shares […]

BurgerFi International, Inc. (NASDAQ:BFI) Major Shareholder John Rosatti Revocable Trust Sells 5,000 Shares
2 October 2022 | 9:58 am
BurgerFi International, Inc. (NASDAQ:BFI – Get Rating) major shareholder John Rosatti Revocable Trust sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, September 30th. The stock was sold at an average price of $2.72, for a total value of $13,600.00. Following the completion of the transaction, the insider now owns […]

Corning (NYSE:GLW) Hits New 12-Month Low at $29.12
2 October 2022 | 9:58 am
Corning Incorporated (NYSE:GLW – Get Rating)’s share price hit a new 52-week low during mid-day trading on Friday . The company traded as low as $29.12 and last traded at $29.16, with a volume of 132538 shares trading hands. The stock had previously closed at $29.62. Wall Street Analyst Weigh In A number of brokerages […]

Finance Of America Companies Inc. (NYSE:FOA) Major Shareholder Acquires $107,424.75 in Stock
2 October 2022 | 9:58 am
Finance Of America Companies Inc. (NYSE:FOA – Get Rating) major shareholder Edmond Safra bought 49,965 shares of the stock in a transaction dated Wednesday, June 8th. The stock was purchased at an average price of $2.15 per share, with a total value of $107,424.75. Following the purchase, the insider now owns 3,810,033 shares in the […]

Finance Of America Companies Inc. (NYSE:FOA) Major Shareholder Edmond Safra Buys 70,373 Shares
2 October 2022 | 9:58 am
Finance Of America Companies Inc. (NYSE:FOA – Get Rating) major shareholder Edmond Safra bought 70,373 shares of the business’s stock in a transaction on Thursday, June 16th. The shares were acquired at an average price of $1.81 per share, with a total value of $127,375.13. Following the transaction, the insider now directly owns 4,168,188 shares […]

Hennion & Walsh Asset Management Inc. Raises Stake in Morgan Stanley (NYSE:MS)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. boosted its holdings in shares of Morgan Stanley (NYSE:MS – Get Rating) by 44.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 9,314 shares of the financial services provider’s stock after purchasing an additional 2,847 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Morgan […]

Hennion & Walsh Asset Management Inc. Buys 4,850 Shares of Artisan Partners Asset Management Inc. (NYSE:APAM)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its stake in shares of Artisan Partners Asset Management Inc. (NYSE:APAM – Get Rating) by 31.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,163 shares of the asset manager’s stock after acquiring an additional 4,850 shares during the […]

Hennion & Walsh Asset Management Inc. Cuts Holdings in AT&T Inc. (NYSE:T)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. trimmed its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 10.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 33,923 shares of the technology company’s stock after selling 4,029 shares during the […]

Mercury General Co. (NYSE:MCY) Shares Bought by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. raised its holdings in Mercury General Co. (NYSE:MCY – Get Rating) by 22.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,187 shares of the insurance provider’s stock after acquiring an additional 2,982 shares during the quarter. […]

Hennion & Walsh Asset Management Inc. Has $720,000 Holdings in Insteel Industries, Inc. (NASDAQ:IIIN)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. raised its position in Insteel Industries, Inc. (NASDAQ:IIIN – Get Rating) by 26.8% in the second quarter, HoldingsChannel reports. The fund owned 21,391 shares of the industrial products company’s stock after purchasing an additional 4,516 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Insteel Industries […]

Hennion & Walsh Asset Management Inc. Buys 665 Shares of HomeStreet, Inc. (NASDAQ:HMST)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. raised its stake in shares of HomeStreet, Inc. (NASDAQ:HMST – Get Rating) by 3.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,860 shares of the financial services provider’s stock after acquiring an additional 665 shares during the […]

McCormick & Company, Incorporated (NYSE:MKC) Shares Acquired by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. increased its stake in McCormick & Company, Incorporated (NYSE:MKC – Get Rating) by 20.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,876 shares of the company’s stock after purchasing an additional 1,522 shares during the […]

Hennion & Walsh Asset Management Inc. Buys 2,229 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 23.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,858 shares of the company’s stock after acquiring an additional 2,229 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Mondelez International […]

Hennion & Walsh Asset Management Inc. Lowers Stake in Atlas Air Worldwide Holdings, Inc. (NASDAQ:AAWW)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. cut its position in shares of Atlas Air Worldwide Holdings, Inc. (NASDAQ:AAWW – Get Rating) by 3.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,842 shares of the transportation company’s stock after […]

Hennion & Walsh Asset Management Inc. Purchases 5,399 Shares of U.S. Bancorp (NYSE:USB)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. increased its position in shares of U.S. Bancorp (NYSE:USB – Get Rating) by 50.6% during the second quarter, HoldingsChannel reports. The fund owned 16,065 shares of the financial services provider’s stock after buying an additional 5,399 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in U.S. […]

The Bank of Nova Scotia (NYSE:BNS) Shares Acquired by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its stake in The Bank of Nova Scotia (NYSE:BNS – Get Rating) (TSE:BNS) by 34.2% during the 2nd quarter, Holdings Channel reports. The firm owned 12,513 shares of the bank’s stock after purchasing an additional 3,190 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in […]

Hennion & Walsh Asset Management Inc. Purchases 15,398 Shares of The Western Union Company (NYSE:WU)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. raised its position in shares of The Western Union Company (NYSE:WU – Get Rating) by 51.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 45,056 shares of the credit services provider’s stock after […]

Hennion & Walsh Asset Management Inc. Boosts Holdings in TG Therapeutics, Inc. (NASDAQ:TGTX)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. lifted its stake in TG Therapeutics, Inc. (NASDAQ:TGTX – Get Rating) by 46.4% in the 2nd quarter, Holdings Channel.com reports. The firm owned 189,669 shares of the biopharmaceutical company’s stock after buying an additional 60,149 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in TG Therapeutics […]

Alibaba Group Holding Limited (NYSE:BABA) Shares Sold by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. lessened its position in shares of Alibaba Group Holding Limited (NYSE:BABA – Get Rating) by 3.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,597 shares of the specialty retailer’s stock after selling 214 shares during the […]

Hennion & Walsh Asset Management Inc. Buys 355 Shares of J&J Snack Foods Corp. (NASDAQ:JJSF)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its stake in J&J Snack Foods Corp. (NASDAQ:JJSF – Get Rating) by 7.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,437 shares of the company’s stock after purchasing an additional 355 shares […]

Hennion & Walsh Asset Management Inc. Purchases 30,472 Shares of Pioneer High Income Fund, Inc. (NYSE:PHT)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its position in shares of Pioneer High Income Fund, Inc. (NYSE:PHT – Get Rating) by 35.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 115,236 shares of the closed-end fund’s stock after purchasing an additional 30,472 […]

Hennion & Walsh Asset Management Inc. Increases Stake in VanEck International High Yield Bond ETF (NYSEARCA:IHY)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. boosted its stake in shares of VanEck International High Yield Bond ETF (NYSEARCA:IHY – Get Rating) by 4.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,993 shares of the company’s stock after acquiring […]

Hennion & Walsh Asset Management Inc. Sells 1,546 Shares of Monster Beverage Co. (NASDAQ:MNST)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. reduced its holdings in shares of Monster Beverage Co. (NASDAQ:MNST – Get Rating) by 15.9% in the second quarter, HoldingsChannel reports. The fund owned 8,170 shares of the company’s stock after selling 1,546 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Monster Beverage were worth […]

Hennion & Walsh Asset Management Inc. Cuts Position in Regal Rexnord Co. (NYSE:RRX)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. decreased its holdings in Regal Rexnord Co. (NYSE:RRX – Get Rating) by 1.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 6,691 shares of the company’s stock after selling 101 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Regal Rexnord were worth $760,000 at […]

Hennion & Walsh Asset Management Inc. Has $809,000 Stake in Dell Technologies Inc. (NYSE:DELL)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. boosted its holdings in Dell Technologies Inc. (NYSE:DELL – Get Rating) by 4.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,512 shares of the technology company’s stock after purchasing an additional 699 shares during the quarter. […]

Hennion & Walsh Asset Management Inc. Trims Stake in Citizens Financial Group, Inc. (NYSE:CFG)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. lowered its stake in Citizens Financial Group, Inc. (NYSE:CFG – Get Rating) by 46.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 21,681 shares of the bank’s stock after selling 19,118 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Citizens Financial Group were […]

Hennion & Walsh Asset Management Inc. Grows Stake in McDonald’s Co. (NYSE:MCD)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its stake in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 17.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,129 shares of the fast-food giant’s stock after buying an additional 467 shares during the period. […]

Hennion & Walsh Asset Management Inc. Has $763,000 Stock Holdings in Fidelity National Information Services, Inc. (NYSE:FIS)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. decreased its position in Fidelity National Information Services, Inc. (NYSE:FIS – Get Rating) by 3.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,328 shares of the information technology services provider’s stock after selling […]

Hennion & Walsh Asset Management Inc. Buys 16,249 Shares of PIMCO California Municipal Income Fund III (NYSE:PZC)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. raised its stake in PIMCO California Municipal Income Fund III (NYSE:PZC – Get Rating) by 21.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 93,021 shares of the investment management company’s stock after purchasing […]

Hennion & Walsh Asset Management Inc. Purchases 2,601 Shares of Hormel Foods Co. (NYSE:HRL)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its position in shares of Hormel Foods Co. (NYSE:HRL – Get Rating) by 18.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,789 shares of the company’s stock after buying an additional 2,601 shares during […]

Hennion & Walsh Asset Management Inc. Increases Holdings in Cincinnati Financial Co. (NASDAQ:CINF)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. increased its stake in Cincinnati Financial Co. (NASDAQ:CINF – Get Rating) by 56.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,901 shares of the insurance provider’s stock after purchasing an additional 2,480 shares during the quarter. […]

Mesoblast Limited (NASDAQ:MESO) Shares Sold by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. decreased its holdings in shares of Mesoblast Limited (NASDAQ:MESO – Get Rating) by 3.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 362,787 shares of the company’s stock after selling 11,967 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Mesoblast were worth $805,000 […]

Hennion & Walsh Asset Management Inc. Raises Holdings in Reynolds Consumer Products Inc. (NASDAQ:REYN)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its position in shares of Reynolds Consumer Products Inc. (NASDAQ:REYN – Get Rating) by 43.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,552 shares of the company’s stock after purchasing […]

Fair Isaac Co. (NYSE:FICO) Shares Acquired by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. increased its stake in Fair Isaac Co. (NYSE:FICO – Get Rating) by 49.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 2,079 shares of the technology company’s stock after buying an additional 684 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Fair Isaac were […]

Hennion & Walsh Asset Management Inc. Acquires 321 Shares of General Dynamics Co. (NYSE:GD)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. grew its holdings in General Dynamics Co. (NYSE:GD – Get Rating) by 9.4% in the 2nd quarter, Holdings Channel reports. The fund owned 3,747 shares of the aerospace company’s stock after purchasing an additional 321 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in General Dynamics […]

Hennion & Walsh Asset Management Inc. Takes Position in Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. purchased a new stake in shares of Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX – Get Rating) during the second quarter, HoldingsChannel.com reports. The institutional investor purchased 39,094 shares of the investment management company’s stock, valued at approximately $810,000. A number of other hedge funds also recently made […]

Colgate-Palmolive (NYSE:CL) Stock Holdings Trimmed by Hennion & Walsh Asset Management Inc.
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. reduced its position in Colgate-Palmolive (NYSE:CL – Get Rating) by 15.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 9,616 shares of the company’s stock after selling 1,789 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Colgate-Palmolive were worth $771,000 as of […]

Hennion & Walsh Asset Management Inc. Grows Position in Union Pacific Co. (NYSE:UNP)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. lifted its stake in Union Pacific Co. (NYSE:UNP – Get Rating) by 15.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,570 shares of the railroad operator’s stock after buying an additional 487 shares during the quarter. Hennion & Walsh […]

Hennion & Walsh Asset Management Inc. Reduces Stock Holdings in Barings BDC, Inc. (NYSE:BBDC)
2 October 2022 | 9:53 am
Hennion & Walsh Asset Management Inc. reduced its stake in shares of Barings BDC, Inc. (NYSE:BBDC – Get Rating) by 3.6% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 82,297 shares of the company’s stock after selling 3,088 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Barings BDC were […]

Money Concepts Capital Corp Sells 568 Shares of Fastenal (NASDAQ:FAST)
2 October 2022 | 9:46 am
Money Concepts Capital Corp reduced its stake in shares of Fastenal (NASDAQ:FAST – Get Rating) by 25.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,656 shares of the company’s stock after selling 568 shares during the period. Money Concepts Capital Corp’s holdings in Fastenal were worth […]