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Image for Advisor OS LLC Has $605,000 Stake in AT&T Inc. (NYSE:T)

Advisor OS LLC Has $605,000 Stake in AT&T Inc. (NYSE:T)

Advisor OS LLC boosted its position in AT&T Inc. (NYSE:T – Free Report) by 4.8% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 31,663 shares of the technology company’s stock... More of this article »
Image for SVB Wealth LLC Decreases Stock Position in Verizon Communications Inc. (NYSE:VZ)

SVB Wealth LLC Decreases Stock Position in Verizon Communications Inc. (NYSE:VZ)

SVB Wealth LLC cut its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.9% during the second quarter, HoldingsChannel.com reports. The fund owned 91,206 shares of the cell phone carrier’s stock after... More of this article »
Image for Parcion Private Wealth LLC Has $764,000 Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Parcion Private Wealth LLC Has $764,000 Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Parcion Private Wealth LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 22.6% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,500 shares of the healthcare... More of this article »
Image for SVB Wealth LLC Has $3.35 Million Holdings in The Walt Disney Company (NYSE:DIS)

SVB Wealth LLC Has $3.35 Million Holdings in The Walt Disney Company (NYSE:DIS)

SVB Wealth LLC trimmed its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 15.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Umpqua Bank Boosts Stock Position in The Home Depot, Inc. (NYSE:HD)

Umpqua Bank Boosts Stock Position in The Home Depot, Inc. (NYSE:HD)

Umpqua Bank increased its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.1% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,092 shares of the home improvement... More of this article »
Image for Victory Capital Management Inc. Trims Stock Holdings in McKesson Co. (NYSE:MCK)

Victory Capital Management Inc. Trims Stock Holdings in McKesson Co. (NYSE:MCK)

Victory Capital Management Inc. lessened its position in shares of McKesson Co. (NYSE:MCK – Free Report) by 10.9% during the 2nd quarter, Holdings Channel reports. The firm owned 142,453 shares of the company’s stock after... More of this article »
Image for Advisor OS LLC Has $853,000 Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Advisor OS LLC Has $853,000 Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Advisor OS LLC decreased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 11.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Savant Capital LLC Increases Holdings in Applied Materials, Inc. (NASDAQ:AMAT)

Savant Capital LLC Increases Holdings in Applied Materials, Inc. (NASDAQ:AMAT)

Savant Capital LLC raised its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 58.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Advisor OS LLC Sells 2,325 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Advisor OS LLC Sells 2,325 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Advisor OS LLC decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 9.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Norden Group LLC Purchases 844 Shares of Merck & Co., Inc. (NYSE:MRK)

Norden Group LLC Purchases 844 Shares of Merck & Co., Inc. (NYSE:MRK)

Norden Group LLC boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Advisor OS LLC Has $347,000 Stake in AutoZone, Inc. (NYSE:AZO)

Advisor OS LLC Has $347,000 Stake in AutoZone, Inc. (NYSE:AZO)

Advisor OS LLC grew its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 10.4% in the second quarter, Holdings Channel.com reports. The firm owned 117 shares of the company’s stock after purchasing an additional... More of this article »
Image for Cullen Frost Bankers Inc. Has $11.13 Million Stock Position in Elevance Health, Inc. (NYSE:ELV)

Cullen Frost Bankers Inc. Has $11.13 Million Stock Position in Elevance Health, Inc. (NYSE:ELV)

Cullen Frost Bankers Inc. cut its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 2.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,533 shares of the company’s... More of this article »
Image for Wakefield Asset Management LLLP Trims Stake in Dell Technologies Inc. (NYSE:DELL)

Wakefield Asset Management LLLP Trims Stake in Dell Technologies Inc. (NYSE:DELL)

Wakefield Asset Management LLLP cut its stake in Dell Technologies Inc. (NYSE:DELL – Free Report) by 44.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Umpqua Bank Has $3.39 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Umpqua Bank Has $3.39 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Umpqua Bank raised its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,982 shares of the... More of this article »
Image for Norden Group LLC Reduces Stake in Morgan Stanley (NYSE:MS)

Norden Group LLC Reduces Stake in Morgan Stanley (NYSE:MS)

Norden Group LLC lessened its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 15.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,306 shares... More of this article »
Image for Norden Group LLC Decreases Holdings in General Dynamics Co. (NYSE:GD)

Norden Group LLC Decreases Holdings in General Dynamics Co. (NYSE:GD)

Norden Group LLC reduced its position in General Dynamics Co. (NYSE:GD – Free Report) by 12.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 3,662 shares of the aerospace company’s... More of this article »
Image for Cobblestone Capital Advisors LLC NY Purchases 189 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Cobblestone Capital Advisors LLC NY Purchases 189 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Cobblestone Capital Advisors LLC NY increased its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 5.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,628... More of this article »
Image for NIKE, Inc. (NYSE:NKE) Stake Lifted by Illinois Municipal Retirement Fund

NIKE, Inc. (NYSE:NKE) Stake Lifted by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund boosted its position in NIKE, Inc. (NYSE:NKE – Free Report) by 28.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Los Angeles Capital Management LLC Grows Stock Holdings in Colgate-Palmolive (NYSE:CL)

Los Angeles Capital Management LLC Grows Stock Holdings in Colgate-Palmolive (NYSE:CL)

Los Angeles Capital Management LLC lifted its position in Colgate-Palmolive (NYSE:CL – Free Report) by 112.4% during the second quarter, Holdings Channel reports. The institutional investor owned 219,062 shares of the company’s... More of this article »
Image for Bordeaux Wealth Advisors LLC Sells 7,142 Shares of Alphabet Inc. (NASDAQ:GOOG)

Bordeaux Wealth Advisors LLC Sells 7,142 Shares of Alphabet Inc. (NASDAQ:GOOG)

Bordeaux Wealth Advisors LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Weil Company Inc. Sells 389 Shares of Johnson & Johnson (NYSE:JNJ)

Weil Company Inc. Sells 389 Shares of Johnson & Johnson (NYSE:JNJ)

Weil Company Inc. lowered its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,884... More of this article »
Image for North Star Asset Management Inc. Lowers Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

North Star Asset Management Inc. Lowers Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

North Star Asset Management Inc. lowered its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 12.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 4,193 shares of... More of this article »
Image for TD Capital Management LLC Grows Position in Alphabet Inc. (NASDAQ:GOOG)

TD Capital Management LLC Grows Position in Alphabet Inc. (NASDAQ:GOOG)

TD Capital Management LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.5% during the second quarter, according to its most recent filing with the SEC. The firm owned 869 shares of the information... More of this article »
Image for SVB Wealth LLC Lowers Stock Holdings in IQVIA Holdings Inc. (NYSE:IQV)

SVB Wealth LLC Lowers Stock Holdings in IQVIA Holdings Inc. (NYSE:IQV)

SVB Wealth LLC trimmed its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 4.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Norden Group LLC Has $877,000 Stock Position in Cactus, Inc. (NYSE:WHD)

Norden Group LLC Has $877,000 Stock Position in Cactus, Inc. (NYSE:WHD)

Norden Group LLC lifted its stake in shares of Cactus, Inc. (NYSE:WHD – Free Report) by 28.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,624 shares of... More of this article »
Image for Chicago Capital LLC Grows Stock Holdings in Deere & Company (NYSE:DE)

Chicago Capital LLC Grows Stock Holdings in Deere & Company (NYSE:DE)

Chicago Capital LLC increased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 25.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 2,490 shares of the industrial products company’s... More of this article »
Image for Norden Group LLC Trims Stock Position in Citigroup Inc. (NYSE:C)

Norden Group LLC Trims Stock Position in Citigroup Inc. (NYSE:C)

Norden Group LLC trimmed its stake in Citigroup Inc. (NYSE:C – Free Report) by 4.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,438... More of this article »
Image for Cullen Frost Bankers Inc. Reduces Stock Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

Cullen Frost Bankers Inc. Reduces Stock Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

Cullen Frost Bankers Inc. reduced its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 4.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by Lake Street Advisors Group LLC

Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by Lake Street Advisors Group LLC

Lake Street Advisors Group LLC lowered its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.1% during the second quarter, Holdings Channel.com reports. The fund owned 17,301 shares of the biopharmaceutical... More of this article »
Image for Los Angeles Capital Management LLC Sells 1,958 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Los Angeles Capital Management LLC Sells 1,958 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Los Angeles Capital Management LLC trimmed its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 1.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for KLA Co. (NASDAQ:KLAC) Stake Cut by Lake Street Advisors Group LLC

KLA Co. (NASDAQ:KLAC) Stake Cut by Lake Street Advisors Group LLC

Lake Street Advisors Group LLC cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 4.4% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,232 shares of the semiconductor company’s stock... More of this article »
Image for Los Angeles Capital Management LLC Boosts Holdings in Freeport-McMoRan Inc. (NYSE:FCX)

Los Angeles Capital Management LLC Boosts Holdings in Freeport-McMoRan Inc. (NYSE:FCX)

Los Angeles Capital Management LLC lifted its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 1,611.2% in the second quarter, Holdings Channel reports. The firm owned 532,582 shares of the natural resource... More of this article »
Image for Los Angeles Capital Management LLC Purchases 124,523 Shares of Seagate Technology Holdings plc (NASDAQ:STX)

Los Angeles Capital Management LLC Purchases 124,523 Shares of Seagate Technology Holdings plc (NASDAQ:STX)

Los Angeles Capital Management LLC grew its holdings in shares of Seagate Technology Holdings plc (NASDAQ:STX – Free Report) by 157.5% during the second quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Advisor OS LLC Sells 1,465 Shares of NextEra Energy, Inc. (NYSE:NEE)

Advisor OS LLC Sells 1,465 Shares of NextEra Energy, Inc. (NYSE:NEE)

Advisor OS LLC decreased its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 15.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for SVB Wealth LLC Has $7.70 Million Holdings in Invesco QQQ (NASDAQ:QQQ)

SVB Wealth LLC Has $7.70 Million Holdings in Invesco QQQ (NASDAQ:QQQ)

SVB Wealth LLC lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 13.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,079... More of this article »
Image for DraftKings Inc. (NASDAQ:DKNG) Shares Sold by SVB Wealth LLC

DraftKings Inc. (NASDAQ:DKNG) Shares Sold by SVB Wealth LLC

SVB Wealth LLC lessened its stake in shares of DraftKings Inc. (NASDAQ:DKNG – Free Report) by 3.5% in the second quarter, Holdings Channel.com reports. The fund owned 117,349 shares of the company’s stock after selling... More of this article »
Image for SVB Wealth LLC Sells 28,132 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

SVB Wealth LLC Sells 28,132 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

SVB Wealth LLC reduced its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 27.0% during the second quarter, Holdings Channel reports. The firm owned 76,247 shares of the company’s... More of this article »
Image for Illinois Municipal Retirement Fund Sells 7,071 Shares of Lululemon Athletica Inc. (NASDAQ:LULU)

Illinois Municipal Retirement Fund Sells 7,071 Shares of Lululemon Athletica Inc. (NASDAQ:LULU)

Illinois Municipal Retirement Fund cut its holdings in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 18.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Illinois Municipal Retirement Fund Sells 1,560 Shares of Motorola Solutions, Inc. (NYSE:MSI)

Illinois Municipal Retirement Fund Sells 1,560 Shares of Motorola Solutions, Inc. (NYSE:MSI)

Illinois Municipal Retirement Fund lessened its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 5.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Chicago Capital LLC Takes Position in Citigroup Inc. (NYSE:C)

Chicago Capital LLC Takes Position in Citigroup Inc. (NYSE:C)

Chicago Capital LLC acquired a new position in Citigroup Inc. (NYSE:C – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Chicago Capital LLC Cuts Position in AstraZeneca PLC (NASDAQ:AZN)

Chicago Capital LLC Cuts Position in AstraZeneca PLC (NASDAQ:AZN)

Chicago Capital LLC reduced its position in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 3.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Chicago Capital LLC Has $456,000 Stock Holdings in ConocoPhillips (NYSE:COP)

Chicago Capital LLC Has $456,000 Stock Holdings in ConocoPhillips (NYSE:COP)

Chicago Capital LLC grew its holdings in ConocoPhillips (NYSE:COP – Free Report) by 10.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,987 shares... More of this article »
Image for Illinois Municipal Retirement Fund Increases Stock Holdings in VeriSign, Inc. (NASDAQ:VRSN)

Illinois Municipal Retirement Fund Increases Stock Holdings in VeriSign, Inc. (NASDAQ:VRSN)

Illinois Municipal Retirement Fund boosted its position in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 156.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Illinois Municipal Retirement Fund Purchases 89,652 Shares of Prudential Financial, Inc. (NYSE:PRU)

Illinois Municipal Retirement Fund Purchases 89,652 Shares of Prudential Financial, Inc. (NYSE:PRU)

Illinois Municipal Retirement Fund grew its holdings in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 686.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Great Lakes Advisors LLC Sells 10,797 Shares of Linde plc (NASDAQ:LIN)

Great Lakes Advisors LLC Sells 10,797 Shares of Linde plc (NASDAQ:LIN)

Great Lakes Advisors LLC lowered its holdings in Linde plc (NASDAQ:LIN – Free Report) by 24.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Advisor OS LLC Has $1.12 Million Position in The Southern Company (NYSE:SO)

Advisor OS LLC Has $1.12 Million Position in The Southern Company (NYSE:SO)

Advisor OS LLC increased its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 19.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Advisor OS LLC Has $438,000 Stock Position in WEC Energy Group, Inc. (NYSE:WEC)

Advisor OS LLC Has $438,000 Stock Position in WEC Energy Group, Inc. (NYSE:WEC)

Advisor OS LLC grew its position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 7.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,577 shares of the utilities... More of this article »
Image for Savant Capital LLC Has $4.23 Million Holdings in Illinois Tool Works Inc. (NYSE:ITW)

Savant Capital LLC Has $4.23 Million Holdings in Illinois Tool Works Inc. (NYSE:ITW)

Savant Capital LLC increased its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Norden Group LLC Sells 1,423 Shares of American International Group, Inc. (NYSE:AIG)

Norden Group LLC Sells 1,423 Shares of American International Group, Inc. (NYSE:AIG)

Norden Group LLC trimmed its stake in American International Group, Inc. (NYSE:AIG – Free Report) by 14.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for New York Life Investment Management LLC Raises Position in Moody’s Co. (NYSE:MCO)

New York Life Investment Management LLC Raises Position in Moody’s Co. (NYSE:MCO)

New York Life Investment Management LLC lifted its holdings in Moody’s Co. (NYSE:MCO – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »