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Applied Materials, Inc. $AMAT Shares Sold by Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC reduced its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 4.3% in the 2nd quarter, Holdings Channel reports. The fund owned 5,521 shares of the manufacturing equipment provider’s... More of this article »
AssuredPartners Investment Advisors LLC Sells 5,474 Shares of Amazon.com, Inc. $AMZN
AssuredPartners Investment Advisors LLC trimmed its position in Amazon.com, Inc. (NASDAQ:AMZN) by 28.8% in the second quarter, Holdings Channel reports. The fund owned 13,553 shares of the e-commerce giant’s stock after selling... More of this article »
JPMorgan Chase & Co. $JPM Shares Purchased by Buck Wealth Strategies LLC
Buck Wealth Strategies LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 28.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 52,216 shares of the financial services... More of this article »
SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC decreased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 12.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
General American Investors Co. Inc. Buys 5,000 Shares of Meta Platforms, Inc. $META
General American Investors Co. Inc. grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.5% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Envestnet Asset Management Inc. Sells 62,381 Shares of Insperity, Inc. $NSP
Envestnet Asset Management Inc. lessened its holdings in shares of Insperity, Inc. (NYSE:NSP – Free Report) by 26.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Assetmark Inc. Purchases 1,624 Shares of Pimco Total Return ETF $BOND
Assetmark Inc. grew its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 280.0% in the second quarter, HoldingsChannel reports. The institutional investor owned 2,204 shares of the exchange traded fund’s... More of this article »
Arbor Trust Wealth Advisors LLC Has $415,000 Stock Position in ConocoPhillips $COP
Arbor Trust Wealth Advisors LLC cut its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 25.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Atlantic Union Bankshares Corp Grows Stock Holdings in Tractor Supply Company $TSCO
Atlantic Union Bankshares Corp boosted its stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 8.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 12,850 shares of the specialty retailer’s... More of this article »
Bank of Montreal Can Has $13.97 Million Stake in Interpublic Group of Companies, Inc. (The) $IPG
Bank of Montreal Can cut its stake in Interpublic Group of Companies, Inc. (The) (NYSE:IPG – Free Report) by 9.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Has $230,000 Position in Advanced Energy Industries, Inc. $AEIS
Assetmark Inc. boosted its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) by 376.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Edwards Lifesciences Corporation $EW Holdings Lifted by Assetmark Inc.
Assetmark Inc. grew its stake in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 344.7% during the 2nd quarter, HoldingsChannel reports. The fund owned 2,735 shares of the medical research company’s... More of this article »
7,381 Shares in JPMorgan Ultra-Short Income ETF $JPST Purchased by Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC acquired a new position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) in the 2nd quarter, Holdings Channel reports. The firm acquired 7,381 shares of the company’s stock,... More of this article »
Atlantic Union Bankshares Corp Makes New Investment in Schwab U.S. Mid-Cap ETF $SCHM
Atlantic Union Bankshares Corp purchased a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the second quarter, HoldingsChannel reports. The firm purchased 21,304 shares of the company’s stock,... More of this article »
Bank of Montreal Can Increases Holdings in iShares Global 100 ETF $IOO
Bank of Montreal Can increased its position in iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 1.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bank of Montreal Can Decreases Holdings in Federal Realty Investment Trust $FRT
Bank of Montreal Can decreased its holdings in Federal Realty Investment Trust (NYSE:FRT – Free Report) by 15.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
JPMorgan Chase & Co. $JPM is Carret Asset Management LLC’s 3rd Largest Position
Carret Asset Management LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 146,836 shares of... More of this article »
Fire Capital Management LLC Lowers Stock Position in Meta Platforms, Inc. $META
Fire Capital Management LLC reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 25.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Bristlecone Advisors LLC Trims Stock Position in Meta Platforms, Inc. $META
Bristlecone Advisors LLC decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Bank of Jackson Hole Trust Acquires 371 Shares of Meta Platforms, Inc. $META
Bank of Jackson Hole Trust boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 15.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Schwab International Equity ETF $SCHF Shares Sold by Assetmark Inc.
Assetmark Inc. cut its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 86.4% during the 2nd quarter, Holdings Channel reports. The firm owned 10,283 shares of the company’s stock... More of this article »
Fairfield Financial Advisors LTD Buys 914 Shares of Meta Platforms, Inc. $META
Fairfield Financial Advisors LTD grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 50.0% during the second quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Atlantic Union Bankshares Corp Raises Position in Cadence Design Systems, Inc. $CDNS
Atlantic Union Bankshares Corp increased its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 35.3% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »