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Marks Group Wealth Management Inc Raises Position in Comcast Corporation (NASDAQ:CMCSA)
Marks Group Wealth Management Inc lifted its stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 3.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Iron Horse Wealth Management LLC Acquires 481 Shares of Merck & Co., Inc. (NYSE:MRK)
Iron Horse Wealth Management LLC lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 96.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Woodside Wealth Management LLC Makes New $2.60 Million Investment in Alphabet Inc. (NASDAQ:GOOG)
Woodside Wealth Management LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 16,645... More of this article »
Schear Investment Advisers LLC Trims Stock Holdings in Eli Lilly and Company (NYSE:LLY)
Schear Investment Advisers LLC lowered its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 14.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Zullo Investment Group Inc. Raises Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Zullo Investment Group Inc. increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
American Electric Power Company, Inc. (NASDAQ:AEP) Shares Acquired by Pittenger & Anderson Inc.
Pittenger & Anderson Inc. lifted its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 2.4% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
The Boeing Company (NYSE:BA) Shares Acquired by Iron Horse Wealth Management LLC
Iron Horse Wealth Management LLC lifted its position in shares of The Boeing Company (NYSE:BA – Free Report) by 33.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Verizon Communications Inc. (NYSE:VZ) Holdings Trimmed by Asset Dedication LLC
Asset Dedication LLC trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Oil Stocks To Consider – July 12th
ServiceNow, Exxon Mobil, and Chevron are the three Oil stocks to watch today, according to MarketBeat’s stock screener tool. Oil stocks are equity shares of companies whose core business involves the exploration, production,... More of this article »
Schechter Investment Advisors LLC Reduces Stock Position in Philip Morris International Inc. (NYSE:PM)
Schechter Investment Advisors LLC lowered its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 5.8% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Mutual of America Capital Management LLC Has $26.70 Million Stock Holdings in International Business Machines Corporation (NYSE:IBM)
Mutual of America Capital Management LLC lowered its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 2.9% in the first quarter, according to its most recent disclosure with the SEC.... More of this article »
Morgan Stanley (NYSE:MS) Shares Purchased by Schear Investment Advisers LLC
Schear Investment Advisers LLC boosted its position in Morgan Stanley (NYSE:MS – Free Report) by 19.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Westmount Partners LLC Sells 411 Shares of Amgen Inc. (NASDAQ:AMGN)
Westmount Partners LLC cut its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.6% in the 1st quarter, Holdings Channel reports. The firm owned 3,890 shares of the medical research company’s stock after selling 411... More of this article »
Bristol Myers Squibb Company (NYSE:BMY) Stock Holdings Lifted by Prudent Man Advisors LLC
Prudent Man Advisors LLC raised its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Whitener Capital Management Inc. Has $1.51 Million Stake in Verizon Communications Inc. (NYSE:VZ)
Whitener Capital Management Inc. raised its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Acquired by Secured Retirement Advisors LLC
Secured Retirement Advisors LLC lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Philip Morris International Inc. (NYSE:PM) Shares Sold by Legacy Financial Group Inc.
Legacy Financial Group Inc. cut its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 4.3% during the 1st quarter, HoldingsChannel reports. The fund owned 3,332 shares of the company’s stock after selling... More of this article »
Greatmark Investment Partners Inc. Trims Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Greatmark Investment Partners Inc. decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.5% in the 1st quarter, Holdings Channel reports. The firm owned 127,750 shares of the network equipment provider’s... More of this article »
Pittenger & Anderson Inc. Acquires 8,149 Shares of Tractor Supply Company (NASDAQ:TSCO)
Pittenger & Anderson Inc. boosted its holdings in shares of Tractor Supply Company (NASDAQ:TSCO – Free Report) by 4.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Fiserv, Inc. (NYSE:FI) Shares Sold by New York State Common Retirement Fund
New York State Common Retirement Fund trimmed its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 7.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
New York State Common Retirement Fund Cuts Stake in Texas Instruments Incorporated (NASDAQ:TXN)
New York State Common Retirement Fund reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 8.3% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
A&I Financial Services LLC Sells 3,941 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
A&I Financial Services LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Hughes Financial Services LLC Takes $1.62 Million Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Hughes Financial Services LLC acquired a new stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor acquired 24,551... More of this article »
Pointe Capital Management LLC Buys 696 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)
Pointe Capital Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 8.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Louisiana State Employees Retirement System Buys Shares of 7,800 BlackRock (NYSE:BLK)
Louisiana State Employees Retirement System bought a new stake in shares of BlackRock (NYSE:BLK – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
LRI Investments LLC Has $1.21 Million Stock Holdings in Avantis International Equity ETF (NYSEARCA:AVDE)
LRI Investments LLC raised its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 1,562.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Secured Retirement Advisors LLC Acquires 3,065 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)
Secured Retirement Advisors LLC boosted its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 34.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Greatmark Investment Partners Inc. Has $1.98 Million Stock Holdings in Williams-Sonoma, Inc. (NYSE:WSM)
Greatmark Investment Partners Inc. boosted its stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 23.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
A&I Financial Services LLC Has $1.08 Million Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
A&I Financial Services LLC raised its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 9.5% during the 1st quarter, Holdings Channel reports. The institutional investor owned 13,199 shares of... More of this article »
Westmount Partners LLC Acquires 379 Shares of NIKE, Inc. (NYSE:NKE)
Westmount Partners LLC boosted its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 8.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 5,019 shares of the footwear maker’s... More of this article »
Hughes Financial Services LLC Takes $110,000 Position in American Electric Power Company, Inc. (NASDAQ:AEP)
Hughes Financial Services LLC bought a new position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 1,011 shares of the... More of this article »
Bradley & Co. Private Wealth Management LLC Buys 1,155 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)
Bradley & Co. Private Wealth Management LLC increased its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 130.8% during the first quarter, HoldingsChannel reports. The fund owned 2,038 shares... More of this article »
Louisiana State Employees Retirement System Has $4.29 Million Stake in 3M Company (NYSE:MMM)
Louisiana State Employees Retirement System decreased its stake in shares of 3M Company (NYSE:MMM – Free Report) by 0.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 29,200 shares of the... More of this article »
Whitener Capital Management Inc. Decreases Stock Holdings in CSX Corporation (NASDAQ:CSX)
Whitener Capital Management Inc. trimmed its position in shares of CSX Corporation (NASDAQ:CSX – Free Report) by 4.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 21,020... More of this article »
Whitener Capital Management Inc. Raises Position in Freeport-McMoRan Inc. (NYSE:FCX)
Whitener Capital Management Inc. raised its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 6.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 11,296 shares of the natural resource company’s... More of this article »
Greatmark Investment Partners Inc. Boosts Stock Position in The Travelers Companies, Inc. (NYSE:TRV)
Greatmark Investment Partners Inc. lifted its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 3.0% in the first quarter, HoldingsChannel reports. The firm owned 60,953 shares of the insurance provider’s... More of this article »
Cwm LLC Has $112.50 Million Stake in iShares S&P 100 ETF (NYSEARCA:OEF)
Cwm LLC increased its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 221.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Greatmark Investment Partners Inc. Has $12.99 Million Stake in CocaCola Company (The) (NYSE:KO)
Greatmark Investment Partners Inc. raised its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »