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Daymark Wealth Partners LLC Increases Stock Position in NextEra Energy, Inc. $NEE
Daymark Wealth Partners LLC increased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 6.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 45,015 shares of the utilities... More of this article »
Atria Investments Inc Has $21 Million Stake in CocaCola Company (The) $KO
Atria Investments Inc cut its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 2.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 296,872 shares of the company’s... More of this article »
Live Oak Private Wealth LLC Sells 829 Shares of CocaCola Company (The) $KO
Live Oak Private Wealth LLC lessened its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 10.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Field & Main Bank Acquires 175 Shares of CocaCola Company (The) $KO
Field & Main Bank increased its position in CocaCola Company (The) (NYSE:KO – Free Report) by 0.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Jennison Associates LLC Reduces Holdings in Oracle Corporation $ORCL
Jennison Associates LLC decreased its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 9.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Live Oak Private Wealth LLC Sells 10,513 Shares of Oracle Corporation $ORCL
Live Oak Private Wealth LLC cut its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 17.1% during the second quarter, Holdings Channel.com reports. The fund owned 50,920 shares of the enterprise software provider’s... More of this article »
Premier Path Wealth Partners LLC Boosts Holdings in Oracle Corporation $ORCL
Premier Path Wealth Partners LLC grew its position in Oracle Corporation (NYSE:ORCL – Free Report) by 7.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Spire Wealth Management Sells 1,790 Shares of Vanguard Value ETF $VTV
Spire Wealth Management trimmed its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Spire Wealth Management Cuts Stake in Costco Wholesale Corporation $COST
Spire Wealth Management lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 24.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Walmart Inc. $WMT Shares Sold by Spire Wealth Management
Spire Wealth Management lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 5.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Heritage Investors Management Corp Acquires 4,971 Shares of Thermo Fisher Scientific Inc. $TMO
Heritage Investors Management Corp increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 9.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Abbott Laboratories $ABT Stock Position Cut by Keybank National Association OH
Keybank National Association OH lessened its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 0.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,318,355 shares of the healthcare... More of this article »
Carret Asset Management LLC Cuts Stock Position in Abbott Laboratories $ABT
Carret Asset Management LLC lessened its position in Abbott Laboratories (NYSE:ABT – Free Report) by 1.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »