SEC Filing Articles

Alphabet Inc. (GOOG) Holdings Boosted by Smith Salley & Associates

Smith Salley & Associates grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 0.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,250 shares of the information services provider’s stock after purchasing an additional 67 shares during the period. Alphabet makes up […]

Amazon.com, Inc. (AMZN) Shares Sold by Meritage Portfolio Management

Meritage Portfolio Management cut its position in Amazon.com, Inc. (NASDAQ:AMZN) by 31.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,767 shares of the e-commerce giant’s stock after selling 7,779 shares during the period. Amazon.com makes up 1.7% of Meritage Portfolio Management’s holdings, making the […]

Wellington Shields Capital Management LLC Increases Position in Intel Corporation (INTC)

Wellington Shields Capital Management LLC increased its holdings in shares of Intel Corporation (NASDAQ:INTC) by 3.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,041 shares of the chip maker’s stock after purchasing an additional 950 shares during the period. Wellington […]

Eli Lilly and Company (LLY) Shares Bought by First Financial Bank Trust Division

First Financial Bank Trust Division grew its position in Eli Lilly and Company (NYSE:LLY) by 11.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,705 shares of the company’s stock after buying an additional 578 shares during the […]

CHICAGO TRUST Co NA Increases Stake in Lowe’s Companies, Inc. (LOW)

CHICAGO TRUST Co NA lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,606 shares of the home improvement retailer’s stock after acquiring an additional 46 shares during […]

Gateway Investment Advisers LLC Has $8.12 Million Holdings in Mastercard Incorporated (MA)

Gateway Investment Advisers LLC decreased its position in Mastercard Incorporated (NYSE:MA) by 0.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 66,817 shares of the credit services provider’s stock after selling 50 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Mastercard were […]

Renaissance Investment Group LLC Decreases Stake in Automatic Data Processing (ADP)

Renaissance Investment Group LLC lessened its position in shares of Automatic Data Processing (NYSE:ADP) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,505 shares of the business services provider’s stock after selling 2,107 shares during the quarter. Automatic Data Processing makes […]

Citigroup Inc. (C) Holdings Maintained by Webster Bank N. A.

Webster Bank N. A. continued to hold its position in Citigroup Inc. (NYSE:C) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,263 shares of the financial services provider’s stock at the close of the second quarter. Webster Bank N. A.’s holdings in […]

Russell Investments Group Ltd. Raises Holdings in Hi-Crush Partners LP (HCLP)

Russell Investments Group Ltd. boosted its holdings in shares of Hi-Crush Partners LP (NYSE:HCLP) by 84.4% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 40,747 shares of the basic materials company’s stock after purchasing an additional 18,648 shares during the period. Russell Investments Group Ltd.’s holdings […]

Russell Investments Group Ltd. Sells 17,404 Shares of Alaska Communications Systems Group, Inc. (ALSK)

Russell Investments Group Ltd. lessened its stake in Alaska Communications Systems Group, Inc. (NASDAQ:ALSK) by 7.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 205,627 shares of the utilities provider’s stock after selling 17,404 shares during the period. Russell Investments […]

Hallmark Capital Management Inc. Cuts Position in 3M Company (MMM)

Hallmark Capital Management Inc. cut its stake in 3M Company (NYSE:MMM) by 10.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,397 shares of the conglomerate’s stock after selling 1,274 shares during the period. Hallmark Capital Management Inc.’s holdings in 3M were worth $2,165,000 as of […]

Southern Company (The) (SO) Shares Bought by Eqis Capital Management Inc.

Eqis Capital Management Inc. grew its holdings in shares of Southern Company (The) (NYSE:SO) by 2.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,266 shares of the utilities provider’s stock after purchasing an additional 367 shares during the period. Eqis Capital Management Inc.’s holdings […]

NxStage Medical, Inc. (NXTM) Holdings Cut by Russell Investments Group Ltd.

Russell Investments Group Ltd. lowered its stake in shares of NxStage Medical, Inc. (NASDAQ:NXTM) by 35.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,717 shares of the medical device company’s stock after selling 10,130 shares during the period. Russell Investments […]

E&G Advisors LP Acquires 2,560 Shares of AT&T Inc. (T)

E&G Advisors LP grew its holdings in shares of AT&T Inc. (NYSE:T) by 6.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 44,960 shares of the technology company’s stock after purchasing an additional 2,560 shares during the period. E&G Advisors LP’s holdings in AT&T were worth $1,696,000 […]

Osborne Partners Capital Management LLC Sells 150 Shares of Exxon Mobil Corporation (XOM)

Osborne Partners Capital Management LLC lowered its position in shares of Exxon Mobil Corporation (NYSE:XOM) by 0.1% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 164,759 shares of the oil and gas company’s stock after selling 150 shares during the period. Exxon Mobil Corporation […]

Cambridge Advisors Inc. Has $968,000 Position in Chevron Corporation (CVX)

Cambridge Advisors Inc. continued to hold its position in Chevron Corporation (NYSE:CVX) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,281 shares of the oil and gas company’s stock at the end of the 2nd quarter. Cambridge Advisors Inc.’s holdings […]

Laurel Grove Capital LLC Has $447,000 Position in Costco Wholesale Corporation (COST)

Laurel Grove Capital LLC continued to hold its stake in Costco Wholesale Corporation (NASDAQ:COST) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,794 shares of the retailer’s stock at the end of the second quarter. Laurel Grove Capital […]

E I Du Pont De Nemours And Co (DD) is Marshwinds Advisory Co.’s 8th Largest Position

Marshwinds Advisory Co. cut its holdings in E I Du Pont De Nemours And Co (NYSE:DD) by 2.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 57,970 shares of the basic materials company’s stock after selling 1,324 shares during the period. E I Du Pont […]

Central Bank & Trust Co. Grows Stake in UnitedHealth Group Incorporated (UNH)

Central Bank & Trust Co. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 0.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,992 shares of the healthcare conglomerate’s stock after purchasing an additional 134 shares during the quarter. Central Bank […]

Pure Financial Advisors Inc. Raises Stake in U.S. Bancorp (USB)

Pure Financial Advisors Inc. increased its stake in shares of U.S. Bancorp (NYSE:USB) by 2.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,229 shares of the financial services provider’s stock after buying an additional 163 shares during the quarter. Pure […]

CVS Health Corporation (CVS) Shares Sold by Fulton Bank N.A.

Fulton Bank N.A. lowered its stake in shares of CVS Health Corporation (NYSE:CVS) by 7.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,696 shares of the pharmacy operator’s stock after selling 2,240 shares during the period. Fulton Bank N.A.’s […]

Celgene Corporation (CELG) Shares Sold by Smith Shellnut Wilson LLC ADV

Smith Shellnut Wilson LLC ADV lessened its holdings in Celgene Corporation (NASDAQ:CELG) by 4.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,071 shares of the biopharmaceutical company’s stock after selling 158 shares during the period. Smith Shellnut Wilson LLC ADV’s […]

Capital Investment Advisors LLC Has $365,000 Stake in Starbucks Corporation (SBUX)

Capital Investment Advisors LLC lifted its stake in shares of Starbucks Corporation (NASDAQ:SBUX) by 13.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,263 shares of the coffee company’s stock after purchasing an additional 738 shares during the quarter. Capital Investment Advisors […]

Heritage Investors Management Corp Sells 8,257 Shares of Boeing Company (The) (BA)

Heritage Investors Management Corp cut its holdings in shares of Boeing Company (The) (NYSE:BA) by 7.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 104,955 shares of the aircraft producer’s stock after selling 8,257 shares during the period. Boeing Company (The) accounts for […]

Bank of America Corporation (BAC) Position Lifted by Private Trust Co. NA

Private Trust Co. NA increased its holdings in shares of Bank of America Corporation (NYSE:BAC) by 7.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 85,080 shares of the financial services provider’s stock after acquiring an additional 5,658 shares during the quarter. Private […]

Caledonia Investments PLC Maintains Stake in Oracle Corporation (ORCL)

Caledonia Investments PLC held its stake in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 862,500 shares of the enterprise software provider’s stock at the end of the second quarter. Oracle Corporation comprises about 12.3% […]

Gillespie Robinson & Grimm Inc. Holds Holdings in Altria Group (MO)

Gillespie Robinson & Grimm Inc. held its stake in Altria Group (NYSE:MO) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,275 shares of the company’s stock at the close of the second quarter. Gillespie Robinson & Grimm Inc.’s holdings in Altria Group were worth $244,000 at […]

Gilead Sciences, Inc. (GILD) Position Boosted by Lawson Kroeker Investment Management Inc. NE

Lawson Kroeker Investment Management Inc. NE increased its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 0.0% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 120,922 shares of the biopharmaceutical company’s stock after acquiring an additional 34 shares during the period. Gilead […]

Bristol-Myers Squibb Company (BMY) Shares Bought by RB Capital Management LLC

RB Capital Management LLC increased its position in shares of Bristol-Myers Squibb Company (NYSE:BMY) by 4.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,957 shares of the biopharmaceutical company’s stock after purchasing an additional 239 shares during the quarter. RB Capital Management […]

Perkins Coie Trust Co Has $306,000 Position in Alphabet Inc. (GOOG)

Perkins Coie Trust Co boosted its holdings in Alphabet Inc. (NASDAQ:GOOG) by 121.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 337 shares of the information services provider’s stock after acquiring an additional 185 shares during the quarter. Perkins […]

Amgen Inc. (AMGN) Position Reduced by Country Club Trust Company n.a.

Country Club Trust Company n.a. decreased its position in shares of Amgen Inc. (NASDAQ:AMGN) by 0.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,585 shares of the medical research company’s stock after selling 114 shares during […]

AbbVie Inc. (ABBV) Holdings Cut by Capstone Asset Management Co.

Capstone Asset Management Co. trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV) by 1.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 214,609 shares of the company’s stock after selling 3,373 shares during the period. Capstone Asset Management Co.’s holdings in AbbVie […]

First Hawaiian Bank Has $783,000 Stake in AbbVie Inc. (ABBV)

First Hawaiian Bank cut its stake in AbbVie Inc. (NYSE:ABBV) by 3.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,793 shares of the company’s stock after selling 333 shares during the period. First Hawaiian Bank’s holdings in AbbVie were worth $783,000 […]

Charter Trust Co. Cuts Stake in United Technologies Corporation (UTX)

Charter Trust Co. lessened its holdings in United Technologies Corporation (NYSE:UTX) by 8.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,478 shares of the conglomerate’s stock after selling 2,604 shares during the quarter. Charter Trust Co.’s holdings […]

DAVENPORT & Co LLC Has $36.26 Million Stake in Amgen Inc. (AMGN)

DAVENPORT & Co LLC trimmed its holdings in shares of Amgen Inc. (NASDAQ:AMGN) by 0.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 241,239 shares of the medical research company’s stock after selling 1,615 shares during the quarter. DAVENPORT & Co LLC’s […]

Koshinski Asset Management Inc. Boosts Holdings in Amazon.com, Inc. (AMZN)

Koshinski Asset Management Inc. raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 45.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,229 shares of the e-commerce giant’s stock after acquiring an additional 701 shares during the period. […]

Dynamic Advisors Solutions LLC Purchases 46 Shares of Schlumberger N.V. (SLB)

Dynamic Advisors Solutions LLC increased its position in shares of Schlumberger N.V. (NYSE:SLB) by 0.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,609 shares of the oil and gas company’s stock after buying an additional 46 shares during the […]

Alta Capital Management LLC Reduces Position in Union Pacific Corporation (UNP)

Alta Capital Management LLC decreased its stake in Union Pacific Corporation (NYSE:UNP) by 1.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 422,694 shares of the railroad operator’s stock after selling 7,865 shares during the period. Union Pacific Corporation […]

Atria Investments LLC Has $2.82 Million Position in Abbott Laboratories (ABT)

Atria Investments LLC lowered its holdings in Abbott Laboratories (NYSE:ABT) by 1.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 57,917 shares of the healthcare product maker’s stock after selling 597 shares during the period. Atria Investments LLC’s holdings in Abbott Laboratories were worth $2,815,000 […]

Berson & Corrado Investment Advisors LLC Grows Holdings in Pfizer, Inc. (PFE)

Berson & Corrado Investment Advisors LLC grew its position in shares of Pfizer, Inc. (NYSE:PFE) by 0.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,442 shares of the biopharmaceutical company’s stock after purchasing an additional 55 shares during the period. […]