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Campbell Newman Asset Management Inc. Sells 51,021 Shares of Broadcom Inc. (NASDAQ:AVGO)
Campbell Newman Asset Management Inc. cut its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 15.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 273,187 shares... More of this article »
Stock Yards Bank & Trust Co. Decreases Stock Holdings in The Walt Disney Company (NYSE:DIS)
Stock Yards Bank & Trust Co. trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 6.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Robbins Farley Buys 124 Shares of Caterpillar Inc. (NYSE:CAT)
Robbins Farley lifted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.9% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,667 shares... More of this article »
Yoffe Investment Management LLC Makes New Investment in AbbVie Inc. (NYSE:ABBV)
Yoffe Investment Management LLC acquired a new position in AbbVie Inc. (NYSE:ABBV – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Acquired by West Branch Capital LLC
West Branch Capital LLC lifted its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 14.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Duke Energy Co. (NYSE:DUK) Stake Boosted by Opal Wealth Advisors LLC
Opal Wealth Advisors LLC grew its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 19.0% in the 1st quarter, Holdings Channel reports. The firm owned 2,578 shares of the utilities provider’s stock after acquiring... More of this article »
Farmers & Merchants Investments Inc. Raises Stock Holdings in Duke Energy Co. (NYSE:DUK)
Farmers & Merchants Investments Inc. grew its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 1.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Danaher Co. (NYSE:DHR) Shares Sold by Ipswich Investment Management Co. Inc.
Ipswich Investment Management Co. Inc. trimmed its position in Danaher Co. (NYSE:DHR – Free Report) by 1.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Byrne Asset Management LLC Sells 265 Shares of Abbott Laboratories (NYSE:ABT)
Byrne Asset Management LLC decreased its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 2.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Campbell Newman Asset Management Inc. Has $32.08 Million Holdings in Abbott Laboratories (NYSE:ABT)
Campbell Newman Asset Management Inc. boosted its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 99.0% in the 1st quarter, Holdings Channel.com reports. The firm owned 241,828 shares of the healthcare product... More of this article »
Opal Wealth Advisors LLC Cuts Stock Position in Caterpillar Inc. (NYSE:CAT)
Opal Wealth Advisors LLC lowered its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
BNC Wealth Management LLC Trims Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)
BNC Wealth Management LLC lowered its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.5% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Raub Brock Capital Management LP Has $20.19 Million Position in Mastercard Incorporated (NYSE:MA)
Raub Brock Capital Management LP decreased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 7.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Bank of America Co. (NYSE:BAC) Stake Trimmed by Steele Capital Management Inc.
Steele Capital Management Inc. trimmed its position in Bank of America Co. (NYSE:BAC) by 6.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Dover Advisors LLC Purchases 5,808 Shares of The Procter & Gamble Company (NYSE:PG)
Dover Advisors LLC grew its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 77.3% during the first quarter, HoldingsChannel.com reports. The fund owned 13,326 shares of the company’s stock after... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Position Reduced by BNC Wealth Management LLC
BNC Wealth Management LLC decreased its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 38.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Bernard Wealth Management Corp. Lowers Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)
Bernard Wealth Management Corp. lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 141,441... More of this article »
Southland Equity Partners LLC Purchases 22 Shares of Costco Wholesale Co. (NASDAQ:COST)
Southland Equity Partners LLC increased its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Campbell Newman Asset Management Inc. Purchases 45 Shares of Accenture plc (NYSE:ACN)
Campbell Newman Asset Management Inc. increased its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 0.1% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
West Branch Capital LLC Trims Position in Corning Incorporated (NYSE:GLW)
West Branch Capital LLC lessened its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 8.6% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Tritonpoint Wealth LLC Increases Stake in Vanguard Value ETF (NYSEARCA:VTV)
Tritonpoint Wealth LLC lifted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,683... More of this article »
Tudor Financial Inc. Acquires 147 Shares of Johnson & Johnson (NYSE:JNJ)
Tudor Financial Inc. grew its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 6,583 shares of the company’s... More of this article »
Steele Capital Management Inc. Acquires 1,599 Shares of Invesco QQQ (NASDAQ:QQQ)
Steele Capital Management Inc. boosted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Tritonpoint Wealth LLC Reduces Holdings in Parker-Hannifin Co. (NYSE:PH)
Tritonpoint Wealth LLC trimmed its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Kelly Financial Group LLC Invests $380,000 in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
Kelly Financial Group LLC bought a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Destiny Capital Corp CO
Destiny Capital Corp CO reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 25.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Farmers & Merchants Investments Inc. Reduces Stock Holdings in ConocoPhillips (NYSE:COP)
Farmers & Merchants Investments Inc. reduced its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Hoey Investments Inc. Acquires 1,568 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Hoey Investments Inc. boosted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 156,800.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
The TJX Companies, Inc. (NYSE:TJX) Shares Sold by Everpar Advisors LLC
Everpar Advisors LLC lowered its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 8.6% during the first quarter, Holdings Channel reports. The firm owned 7,124 shares of the apparel and home fashions retailer’s... More of this article »
Visa Inc. (NYSE:V) Holdings Raised by Ipswich Investment Management Co. Inc.
Ipswich Investment Management Co. Inc. grew its stake in Visa Inc. (NYSE:V – Free Report) by 1.1% during the first quarter, Holdings Channel.com reports. The fund owned 27,923 shares of the credit-card processor’s stock... More of this article »
Dover Advisors LLC Has $2.50 Million Holdings in Duke Energy Co. (NYSE:DUK)
Dover Advisors LLC boosted its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 51.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Everpar Advisors LLC Purchases 131 Shares of Walmart Inc. (NYSE:WMT)
Everpar Advisors LLC raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 20,141 shares of... More of this article »
Colgate-Palmolive (NYSE:CL) Declares $0.52 Quarterly Dividend
Colgate-Palmolive (NYSE:CL – Get Free Report) announced a quarterly dividend on Thursday, June 12th, RTT News reports. Investors of record on Friday, July 18th will be given a dividend of 0.52 per share on Friday, August 15th.... More of this article »
JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Shares Sold by Goldstone Financial Group LLC
Goldstone Financial Group LLC lessened its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 9.9% during the first quarter, HoldingsChannel reports. The firm owned 44,870 shares of the... More of this article »
Capital Investment Services of America Inc. Sells 132 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)
Capital Investment Services of America Inc. lessened its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Fiserv, Inc. (NYSE:FI) Shares Sold by Campbell Newman Asset Management Inc.
Campbell Newman Asset Management Inc. trimmed its position in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 3.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Opal Wealth Advisors LLC Acquires 35 Shares of The Home Depot, Inc. (NYSE:HD)
Opal Wealth Advisors LLC raised its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,207 shares of the... More of this article »
Armbruster Capital Management Inc. Has $529,000 Holdings in Intel Co. (NASDAQ:INTC)
Armbruster Capital Management Inc. lessened its stake in Intel Co. (NASDAQ:INTC – Free Report) by 8.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Opal Wealth Advisors LLC Acquires 168 Shares of NextEra Energy, Inc. (NYSE:NEE)
Opal Wealth Advisors LLC grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 6,020 shares of the utilities... More of this article »
Opal Wealth Advisors LLC Has $228,000 Stock Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Opal Wealth Advisors LLC lowered its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 10.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Powers Advisory Group LLC Has $670,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Powers Advisory Group LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 76.1% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
QUALCOMM Incorporated (NASDAQ:QCOM) Holdings Lowered by Signature Resources Capital Management LLC
Signature Resources Capital Management LLC trimmed its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 8.3% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Elevation Point Wealth Partners LLC Sells 7,753 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Elevation Point Wealth Partners LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 16.2% in the first quarter, Holdings Channel reports. The fund owned 40,099 shares of the exchange... More of this article »
West Branch Capital LLC Raises Stake in Philip Morris International Inc. (NYSE:PM)
West Branch Capital LLC lifted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 437.9% in the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
NIKE, Inc. (NYSE:NKE) Shares Sold by Dover Advisors LLC
Dover Advisors LLC cut its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 2.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Dover Advisors LLC Purchases 8,307 Shares of Truist Financial Co. (NYSE:TFC)
Dover Advisors LLC lifted its position in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 53.8% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Caldwell Sutter Capital Inc. Trims Position in U.S. Bancorp (NYSE:USB)
Caldwell Sutter Capital Inc. decreased its position in U.S. Bancorp (NYSE:USB – Free Report) by 5.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,433 shares... More of this article »