Investment

QUALCOMM, Inc. (NASDAQ:QCOM) Stock Position Trimmed by Columbus Macro LLC

Columbus Macro LLC decreased its position in QUALCOMM, Inc. (NASDAQ:QCOM) by 5.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 20,718 shares of the wireless technology company’s stock after selling 1,114 shares during the period. Columbus Macro LLC’s holdings in QUALCOMM […]

MONECO Advisors LLC Grows Stock Position in AbbVie Inc (NYSE:ABBV)

MONECO Advisors LLC increased its stake in shares of AbbVie Inc (NYSE:ABBV) by 6.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,483 shares of the company’s stock after purchasing an additional 284 shares during the quarter. MONECO Advisors LLC’s […]

Vontobel Swiss Wealth Advisors AG Has $2.70 Million Stock Holdings in AbbVie Inc (NYSE:ABBV)

Vontobel Swiss Wealth Advisors AG lessened its stake in AbbVie Inc (NYSE:ABBV) by 12.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,527 shares of the company’s stock after selling 3,746 shares during the quarter. AbbVie accounts for about 1.8% of Vontobel Swiss […]

Lockheed Martin Investment Management Co. Boosts Stake in Honeywell International Inc. (NYSE:HON)

Lockheed Martin Investment Management Co. lifted its holdings in Honeywell International Inc. (NYSE:HON) by 119.9% during the second quarter, Holdings Channel.com reports. The institutional investor owned 88,850 shares of the conglomerate’s stock after acquiring an additional 48,450 shares during the quarter. Honeywell International comprises approximately 0.8% of Lockheed Martin Investment Management Co.’s holdings, making the […]

Mackay Shields LLC Has $46.94 Million Stake in Netflix, Inc. (NASDAQ:NFLX)

Mackay Shields LLC raised its holdings in Netflix, Inc. (NASDAQ:NFLX) by 5.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 103,154 shares of the Internet television network’s stock after acquiring an additional 5,120 shares during the period. Mackay Shields […]

Managed Account Services Inc. Buys 5,414 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Managed Account Services Inc. boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 31.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,365 shares of the company’s stock after buying an additional 5,414 shares during the quarter. Vanguard Total Stock […]

Invesco QQQ Trust (NASDAQ:QQQ) Sets New 52-Week High at $269.99

Invesco QQQ Trust (NASDAQ:QQQ) shares reached a new 52-week high during mid-day trading on Monday . The company traded as high as $269.99 and last traded at $269.02, with a volume of 1097174 shares changing hands. The stock had previously closed at $265.79. Separately, ValuEngine lowered shares of Invesco QQQ Trust from a “hold” rating […]

789 Shares in UnitedHealth Group Inc (NYSE:UNH) Purchased by MONECO Advisors LLC

MONECO Advisors LLC acquired a new stake in UnitedHealth Group Inc (NYSE:UNH) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 789 shares of the healthcare conglomerate’s stock, valued at approximately $233,000. A number of other large investors have also bought and […]

Costco Wholesale Co. (NASDAQ:COST) Stock Holdings Lifted by Landsberg Bennett & Dubbaneh LLC

Landsberg Bennett & Dubbaneh LLC lifted its stake in shares of Costco Wholesale Co. (NASDAQ:COST) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,331 shares of the retailer’s stock after acquiring an additional 249 shares during the […]

DeDora Capital Inc. Sells 389 Shares of UnitedHealth Group Inc (NYSE:UNH)

DeDora Capital Inc. reduced its holdings in UnitedHealth Group Inc (NYSE:UNH) by 4.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,825 shares of the healthcare conglomerate’s stock after selling 389 shares during the period. UnitedHealth Group makes up about […]

WealthTrust Axiom LLC Has $1.50 Million Position in Chevron Co. (NYSE:CVX)

WealthTrust Axiom LLC lowered its holdings in shares of Chevron Co. (NYSE:CVX) by 21.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,841 shares of the oil and gas company’s stock after selling 4,623 shares during the quarter. […]

Cantillon Capital Management LLC Increases Stock Holdings in Alphabet Inc (NASDAQ:GOOG)

Cantillon Capital Management LLC increased its holdings in Alphabet Inc (NASDAQ:GOOG) by 0.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 169,842 shares of the information services provider’s stock after purchasing an additional 1,461 shares during the period. Alphabet […]

SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Landsberg Bennett & Dubbaneh LLC

Landsberg Bennett & Dubbaneh LLC grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD) by 131.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 293,422 shares of the exchange traded fund’s stock after acquiring an additional 166,677 […]

salesforce.com, inc. (NYSE:CRM) Shares Sold by Vontobel Swiss Wealth Advisors AG

Vontobel Swiss Wealth Advisors AG lessened its stake in salesforce.com, inc. (NYSE:CRM) by 17.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,625 shares of the CRM provider’s stock after selling 342 shares during the period. Vontobel Swiss Wealth Advisors AG’s holdings […]

Vontobel Swiss Wealth Advisors AG Has $269,000 Stock Holdings in Altria Group Inc (NYSE:MO)

Vontobel Swiss Wealth Advisors AG cut its stake in shares of Altria Group Inc (NYSE:MO) by 6.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,845 shares of the company’s stock after selling 490 shares during the period. Vontobel Swiss Wealth Advisors AG’s holdings in […]

Mackay Shields LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)

Mackay Shields LLC reduced its position in shares of Merck & Co., Inc. (NYSE:MRK) by 4.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 672,521 shares of the company’s stock after selling 29,583 shares during the period. Mackay Shields LLC’s holdings […]

Merck & Co., Inc. (NYSE:MRK) Stock Holdings Increased by DeDora Capital Inc.

DeDora Capital Inc. boosted its stake in shares of Merck & Co., Inc. (NYSE:MRK) by 40.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,519 shares of the company’s stock after purchasing an additional 5,023 shares during the quarter. DeDora Capital Inc.’s holdings […]

Managed Account Services Inc. Cuts Stock Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Managed Account Services Inc. trimmed its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) by 14.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,149 shares of the company’s stock after selling 2,051 shares during the quarter. […]

Home Depot Inc (NYSE:HD) Receives Consensus Recommendation of “Buy” from Analysts

Shares of Home Depot Inc (NYSE:HD) have been given a consensus rating of “Buy” by the thirty-six research firms that are covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, ten have given a hold rating, twenty-three have issued a buy rating and one has issued a strong […]

Alphabet Inc (NASDAQ:GOOGL) Shares Sold by Blue Chip Partners Inc.

Blue Chip Partners Inc. lowered its position in Alphabet Inc (NASDAQ:GOOGL) by 10.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 631 shares of the information services provider’s stock after selling 73 shares during the quarter. Blue Chip […]

Blue Chip Partners Inc. Buys 6,259 Shares of Verizon Communications Inc. (NYSE:VZ)

Blue Chip Partners Inc. increased its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 2.6% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 243,293 shares of the cell phone carrier’s stock after acquiring an additional 6,259 shares during the quarter. Verizon […]

DeDora Capital Inc. Grows Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

DeDora Capital Inc. lifted its position in shares of Verizon Communications Inc. (NYSE:VZ) by 2.4% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 27,208 shares of the cell phone carrier’s stock after buying an additional 648 shares during the quarter. Verizon Communications makes […]

Cit Bank NA Wealth Management Trims Position in Verizon Communications Inc. (NYSE:VZ)

Cit Bank NA Wealth Management trimmed its holdings in Verizon Communications Inc. (NYSE:VZ) by 3.2% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 20,231 shares of the cell phone carrier’s stock after selling 675 shares during the period. Cit Bank NA Wealth Management’s holdings in Verizon Communications […]

Boeing Co (NYSE:BA) Short Interest Update

Boeing Co (NYSE:BA) was the target of a large drop in short interest in the month of July. As of July 15th, there was short interest totalling 11,040,000 shares, a drop of 8.8% from the June 30th total of 12,100,000 shares. Approximately 2.0% of the company’s stock are short sold. Based on an average daily […]

WealthTrust Axiom LLC Trims Stake in Procter & Gamble Co (NYSE:PG)

WealthTrust Axiom LLC lessened its holdings in Procter & Gamble Co (NYSE:PG) by 14.2% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 7,129 shares of the company’s stock after selling 1,183 shares during the period. WealthTrust Axiom LLC’s holdings in Procter & Gamble were worth $852,000 […]

Starbucks Co. (NASDAQ:SBUX) Shares Sold by Vontobel Swiss Wealth Advisors AG

Vontobel Swiss Wealth Advisors AG decreased its stake in Starbucks Co. (NASDAQ:SBUX) by 46.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 5,660 shares of the coffee company’s stock after selling 4,890 shares during the period. Vontobel Swiss Wealth Advisors AG’s holdings in Starbucks were worth $417,000 at the end of the […]

Mirsky Financial Management CORP. Decreases Stake in iShares S&P 500 ETF (NYSEARCA:IVV)

Mirsky Financial Management CORP. lowered its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 10.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,523 shares of the company’s stock after selling 187 shares during the quarter. iShares S&P […]

MONECO Advisors LLC Has $334,000 Stock Holdings in QUALCOMM, Inc. (NASDAQ:QCOM)

MONECO Advisors LLC raised its stake in QUALCOMM, Inc. (NASDAQ:QCOM) by 4.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,657 shares of the wireless technology company’s stock after buying an additional 149 shares during the period. MONECO Advisors LLC’s holdings in QUALCOMM were worth $334,000 as of its most recent filing with […]

CVA Family Office LLC Has $374,000 Stock Holdings in Chevron Co. (NYSE:CVX)

CVA Family Office LLC increased its holdings in shares of Chevron Co. (NYSE:CVX) by 3.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,189 shares of the oil and gas company’s stock after purchasing an additional 125 shares during the period. CVA Family […]

Optas LLC Increases Stock Holdings in Adobe Inc (NASDAQ:ADBE)

Optas LLC boosted its position in Adobe Inc (NASDAQ:ADBE) by 11.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,281 shares of the software company’s stock after acquiring an additional 130 shares during the quarter. Optas LLC’s holdings in Adobe were worth $558,000 as […]

Chevron Co. (NYSE:CVX) Shares Acquired by Optas LLC

Optas LLC increased its position in Chevron Co. (NYSE:CVX) by 15.6% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,384 shares of the oil and gas company’s stock after purchasing an additional 1,400 shares during the period. Optas LLC’s holdings in Chevron were worth $926,000 at […]

Lockheed Martin Investment Management Co. Purchases 32,220 Shares of Visa Inc (NYSE:V)

Lockheed Martin Investment Management Co. raised its stake in shares of Visa Inc (NYSE:V) by 81.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 72,013 shares of the credit-card processor’s stock after purchasing an additional 32,220 shares during the quarter. Visa accounts for […]

Lockheed Martin Investment Management Co. Has $5.82 Million Stock Holdings in Bank of America Corp (NYSE:BAC)

Lockheed Martin Investment Management Co. reduced its holdings in shares of Bank of America Corp (NYSE:BAC) by 55.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 244,925 shares of the financial services provider’s stock after selling 302,800 shares during the period. Lockheed Martin Investment Management Co.’s holdings in Bank of America were worth […]

Merck & Co., Inc. (NYSE:MRK) Shares Sold by Premier Asset Management LLC

Premier Asset Management LLC trimmed its holdings in Merck & Co., Inc. (NYSE:MRK) by 5.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,725 shares of the company’s stock after selling 675 shares during the period. Premier Asset Management LLC’s holdings […]

Union Pacific Co. (NYSE:UNP) Shares Acquired by Landsberg Bennett & Dubbaneh LLC

Landsberg Bennett & Dubbaneh LLC lifted its position in Union Pacific Co. (NYSE:UNP) by 533.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,143 shares of the railroad operator’s stock after purchasing an additional 11,912 shares during the period. […]

American Tower Corp (NYSE:AMT) Shares Bought by Cantillon Capital Management LLC

Cantillon Capital Management LLC grew its holdings in American Tower Corp (NYSE:AMT) by 0.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,098,625 shares of the real estate investment trust’s stock after buying an additional 18,964 shares during the quarter. American Tower […]

American Tower Corp (NYSE:AMT) Shares Acquired by Landsberg Bennett & Dubbaneh LLC

Landsberg Bennett & Dubbaneh LLC increased its stake in shares of American Tower Corp (NYSE:AMT) by 3.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 21,342 shares of the real estate investment trust’s stock after purchasing an additional 746 shares during […]

CVA Family Office LLC Acquires 625 Shares of Intel Co. (NASDAQ:INTC)

CVA Family Office LLC increased its position in shares of Intel Co. (NASDAQ:INTC) by 13.6% during the 2nd quarter, Holdings Channel reports. The firm owned 5,218 shares of the chip maker’s stock after acquiring an additional 625 shares during the period. CVA Family Office LLC’s holdings in Intel were worth $312,000 at the end of […]

Lockheed Martin Investment Management Co. Takes Position in AbbVie Inc (NYSE:ABBV)

Lockheed Martin Investment Management Co. bought a new position in AbbVie Inc (NYSE:ABBV) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 96,400 shares of the company’s stock, valued at approximately $9,464,000. Several other large investors have also recently made […]

DeDora Capital Inc. Purchases 147 Shares of Mcdonald’s Corp (NYSE:MCD)

DeDora Capital Inc. increased its position in shares of Mcdonald’s Corp (NYSE:MCD) by 4.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,176 shares of the fast-food giant’s stock after purchasing an additional 147 shares during the period. DeDora Capital Inc.’s holdings […]

Managed Account Services Inc. Cuts Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Managed Account Services Inc. cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 38.3% during the second quarter, HoldingsChannel reports. The firm owned 19,744 shares of the company’s stock after selling 12,279 shares during the quarter. Managed Account Services Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $2,171,000 at the end […]

DeDora Capital Inc. Sells 33,889 Shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

DeDora Capital Inc. reduced its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) by 48.6% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 35,843 shares of the company’s stock after selling 33,889 shares during the period. Vanguard FTSE All-World ex-US ETF comprises approximately 1.0% […]

Columbus Macro LLC Sells 4,504 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Columbus Macro LLC decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 27.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,814 shares of the company’s stock after selling 4,504 shares during the period. Columbus Macro LLC’s holdings […]

Shone Asset Management LLC Has $4.73 Million Stake in Vanguard Growth ETF (NYSEARCA:VUG)

Shone Asset Management LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 2.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,383 shares of the company’s stock after selling 523 shares during the period. Vanguard Growth […]

Cantillon Capital Management LLC Increases Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Cantillon Capital Management LLC raised its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 1.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 980,848 shares of the medical research company’s stock after acquiring an additional 10,323 shares during the period. Thermo […]

DeDora Capital Inc. Takes Position in Union Pacific Co. (NYSE:UNP)

DeDora Capital Inc. purchased a new stake in shares of Union Pacific Co. (NYSE:UNP) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,908 shares of the railroad operator’s stock, valued at approximately $323,000. Several other institutional investors and hedge funds have […]

WealthTrust Axiom LLC Increases Stock Holdings in Oracle Co. (NYSE:ORCL)

WealthTrust Axiom LLC grew its position in Oracle Co. (NYSE:ORCL) by 387.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,013 shares of the enterprise software provider’s stock after buying an additional 38,165 shares during the quarter. Oracle […]

Hapanowicz & Associates Financial Services Inc Cuts Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Hapanowicz & Associates Financial Services Inc lessened its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 1.8% during the second quarter, HoldingsChannel.com reports. The firm owned 135,391 shares of the exchange traded fund’s stock after selling 2,532 shares during the period. iShares MSCI Emerging Markets ETF accounts for 3.4% of Hapanowicz & Associates Financial […]

Optas LLC Has $412,000 Stake in Oracle Co. (NYSE:ORCL)

Optas LLC lifted its stake in Oracle Co. (NYSE:ORCL) by 37.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,453 shares of the enterprise software provider’s stock after buying an additional 2,041 shares during the period. Optas LLC’s holdings in Oracle […]

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Bought by Optas LLC

Optas LLC grew its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 30.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,296 shares of the medical research company’s stock after purchasing an additional 299 shares during the […]