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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 »