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Image about James Investment Research Inc. Cuts Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

James Investment Research Inc. Cuts Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

James Investment Research Inc. lessened its holdings in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.4% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 11,514... More of this article »
Image about Asset Advisors Investment Management LLC Raises Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Asset Advisors Investment Management LLC Raises Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Asset Advisors Investment Management LLC increased its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.5% during the first quarter, according to the company in its most recent disclosure with the... More of this article »
Image about Evergreen Wealth Solutions LLC Has $1.49 Million Holdings in Intel Co. (NASDAQ:INTC)

Evergreen Wealth Solutions LLC Has $1.49 Million Holdings in Intel Co. (NASDAQ:INTC)

Evergreen Wealth Solutions LLC increased its holdings in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 11.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 30,105 shares of the chip... More of this article »
Image about Benchmark Financial Wealth Advisors LLC Raises Holdings in Costco Wholesale Co. (NASDAQ:COST)

Benchmark Financial Wealth Advisors LLC Raises Holdings in Costco Wholesale Co. (NASDAQ:COST)

Benchmark Financial Wealth Advisors LLC increased its stake in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 3.9% during the 1st quarter, Holdings Channel reports. The fund owned 912 shares of the retailer’s stock... More of this article »
Image about Costco Wholesale Co. (NASDAQ:COST) Shares Purchased by Cherry Creek Investment Advisors Inc.

Costco Wholesale Co. (NASDAQ:COST) Shares Purchased by Cherry Creek Investment Advisors Inc.

Cherry Creek Investment Advisors Inc. boosted its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 16.3% in the first quarter, Holdings Channel.com reports. The firm owned 4,913 shares of the retailer’s stock... More of this article »
Image about CVA Family Office LLC Buys 160 Shares of Costco Wholesale Co. (NASDAQ:COST)

CVA Family Office LLC Buys 160 Shares of Costco Wholesale Co. (NASDAQ:COST)

CVA Family Office LLC grew its stake in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 12.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image about Fermata Advisors LLC Has $234,000 Position in Lowe’s Companies, Inc. (NYSE:LOW)

Fermata Advisors LLC Has $234,000 Position in Lowe’s Companies, Inc. (NYSE:LOW)

Fermata Advisors LLC lessened its position in Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 9.8% in the first quarter, HoldingsChannel.com reports. The fund owned 1,156 shares of the home improvement retailer’s... More of this article »
Image about CVA Family Office LLC Sells 395 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

CVA Family Office LLC Sells 395 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

CVA Family Office LLC reduced its position in Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 33.5% during the first quarter, HoldingsChannel.com reports. The firm owned 785 shares of the semiconductor company’s... More of this article »
Image about CVA Family Office LLC Sells 395 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

CVA Family Office LLC Sells 395 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

CVA Family Office LLC reduced its stake in Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 33.5% during the 1st quarter, Holdings Channel reports. The firm owned 785 shares of the semiconductor company’s stock... More of this article »
Image about Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Evergreen Wealth Solutions LLC

Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Evergreen Wealth Solutions LLC

Evergreen Wealth Solutions LLC lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) by 14.8% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,882 shares of the... More of this article »
Image about Montecito Bank & Trust Trims Stake in The Coca-Cola Company (NYSE:KO)

Montecito Bank & Trust Trims Stake in The Coca-Cola Company (NYSE:KO)

Montecito Bank & Trust reduced its position in The Coca-Cola Company (NYSE:KO – Get Rating) by 3.8% in the 1st quarter, Holdings Channel reports. The firm owned 118,628 shares of the company’s stock after selling... More of this article »
Image about Bristlecone Advisors LLC Purchases 128 Shares of The Boeing Company (NYSE:BA)

Bristlecone Advisors LLC Purchases 128 Shares of The Boeing Company (NYSE:BA)

Bristlecone Advisors LLC boosted its stake in The Boeing Company (NYSE:BA – Get Rating) by 2.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image about Montecito Bank & Trust Sells 6,846 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

Montecito Bank & Trust Sells 6,846 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

Montecito Bank & Trust decreased its position in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 29.2% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 16,603 shares of the exchange... More of this article »
Image about Eli Lilly and Company (NYSE:LLY) Shares Bought by Exane Derivatives

Eli Lilly and Company (NYSE:LLY) Shares Bought by Exane Derivatives

Exane Derivatives increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Get Rating) by 38.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Pettyjohn Wood & White Inc.

PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Pettyjohn Wood & White Inc.

Pettyjohn Wood & White Inc. cut its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »