Companies

JPMorgan Chase & Co. Shares Bought by Burleson & Company LLC

6 days ago   |   By ETF Daily News

Burleson & Company LLC increased its stake in JPMorgan Chase & Co. by 7.9% in the second quarter, Holdings Channel reports. The firm owned 40,553 shares of the financial services provider's stock after purchasing an additional 2,961 shares during the period. Burleson & Company LLC's holdings in JPMorgan Chase & Co. were worth $4,567,000...
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Murphy Capital Management Inc. Sells 1,209 Shares of JPMorgan Chase & Co

6 days ago   |   By ETF Daily News

Murphy Capital Management Inc. decreased its holdings in JPMorgan Chase & Co. by 1.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 96,206 shares of the financial services provider's stock after selling 1,209 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.5% of Murphy Capital Management Inc.'s portfolio, making the...
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The Procter & Gamble Company Shares Sold by Rockland Trust Co

6 days ago   |   By ETF Daily News

Rockland Trust Co. decreased its position in shares of The Procter & Gamble Company by 1.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 106,298 shares of the company's stock after selling 1,772 shares during the quarter. Rockland...
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Waverton Investment Management Ltd Boosts Stock Position in JPMorgan Chase & Co

6 days ago   |   By ETF Daily News

Waverton Investment Management Ltd raised its position in shares of JPMorgan Chase & Co. by 8.8% during the 2nd quarter, Holdings Channel reports. The firm owned 109,787 shares of the financial services provider's stock after buying an additional 8,839 shares during the quarter. Waverton Investment Management Ltd's holdings in JPMorgan Chase & Co. were...
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Diversified Trust Co Makes New $432,000 Investment in Ameren Co

7 days ago   |   By ETF Daily News

Diversified Trust Co bought a new stake in Ameren Co. during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 4,785 shares of the utilities provider's stock, valued at approximately $432,000. Other institutional investors and hedge funds also recently modified their holdings of the...
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Diversified Trust Co Sells 1,218 Shares of Danaher Co

7 days ago   |   By ETF Daily News

Diversified Trust Co trimmed its position in shares of Danaher Co. by 44.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,546 shares of the conglomerate's stock after selling 1,218 shares during the quarter....
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Diversified Trust Co Acquires 5,246 Shares of Carrier Global Co

7 days ago   |   By ETF Daily News

Diversified Trust Co boosted its holdings in Carrier Global Co. by 82.4% in the second quarter, HoldingsChannel reports. The firm owned 11,609 shares of the company's stock after purchasing an additional 5,246 shares during the period. Diversified Trust Co's holdings in Carrier Global were worth $414,000 at the end of the...
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Cambridge Investment Research Advisors Inc. Has $12.03 Million Position in Kimberly-Clark Co

7 days ago   |   By ETF Daily News

Cambridge Investment Research Advisors Inc. increased its position in Kimberly-Clark Co. by 5.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 89,041 shares of the company's stock after acquiring an additional 4,215 shares during the quarter. Cambridge Investment Research Advisors Inc.'s holdings in Kimberly-Clark were worth $12,034,000 at the...
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Sargent Bickham Lagudis LLC Increases Stock Holdings in Visa Inc

7 days ago   |   By ETF Daily News

Sargent Bickham Lagudis LLC lifted its stake in shares of Visa Inc. by 6.5% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 49,870 shares of the credit-card processor's stock after acquiring an additional 3,047 shares during the period. Visa makes up 0.8% of Sargent Bickham Lagudis LLC's holdings, making...
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Rockland Trust Co. Grows Stake in Visa Inc

7 days ago   |   By ETF Daily News

Rockland Trust Co. lifted its stake in shares of Visa Inc. by 9.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 112,245 shares of the credit-card processor's stock after purchasing an additional 9,517 shares during the period....
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FRG Family Wealth Advisors LLC Has $38.61 Million Stock Holdings in Microsoft Co

7 days ago   |   By ETF Daily News

FRG Family Wealth Advisors LLC increased its position in shares of Microsoft Co. by 0.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 150,344 shares of the software giant's stock after buying an additional 295 shares during the quarter. Microsoft makes up 8.9% of FRG Family Wealth Advisors...
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Glassy Mountain Advisors Inc. Buys 1,033 Shares of Microsoft Co

7 days ago   |   By ETF Daily News

Glassy Mountain Advisors Inc. grew its stake in Microsoft Co. by 3.0% during the second quarter, HoldingsChannel reports. The firm owned 35,509 shares of the software giant's stock after buying an additional 1,033 shares during the quarter. Microsoft accounts for about 5.4% of Glassy Mountain Advisors Inc.'s investment portfolio, making the...
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Microsoft Co. Shares Sold by Greenspring Advisors LLC

7 days ago   |   By ETF Daily News

Greenspring Advisors LLC lowered its position in Microsoft Co. by 2.0% during the second quarter, HoldingsChannel.com reports. The fund owned 4,751 shares of the software giant's stock after selling 95 shares during the quarter. Greenspring Advisors LLC's holdings in Microsoft were worth $1,221,000 at the end of the most recent reporting...
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Diversified Trust Co Raises Holdings in EOG Resources, Inc

7 days ago   |   By ETF Daily News

Diversified Trust Co grew its position in shares of EOG Resources, Inc. by 15.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,243 shares of the energy exploration company's stock after buying an additional 563 shares during the period....
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Bank of America Corp DE Decreases Stake in CMS Energy Co

7 days ago   |   By ETF Daily News

Bank of America Corp DE lowered its stake in CMS Energy Co. by 11.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 2,089,146 shares of the utilities provider's stock after selling 267,770 shares during the period. Bank of America Corp DE's holdings in CMS Energy were worth $146,115,000 as...
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Owens Corning Shares Bought by Bank of America Corp DE

7 days ago   |   By ETF Daily News

Bank of America Corp DE raised its stake in Owens Corning by 135.1% in the first quarter, HoldingsChannel.com reports. The fund owned 1,692,633 shares of the construction company's stock after purchasing an additional 972,789 shares during the quarter. Bank of America Corp DE's holdings in Owens Corning were worth $154,876,000 at...
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DBK Financial Counsel LLC Takes $211,000 Position in Microsoft Co

7 days ago   |   By ETF Daily News

DBK Financial Counsel LLC acquired a new stake in shares of Microsoft Co. during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 820 shares of the software giant's stock, valued at approximately $211,000. Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. KB Financial Partners...
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Sargent Bickham Lagudis LLC Takes Position in Old Republic International Co

7 days ago   |   By ETF Daily News

Sargent Bickham Lagudis LLC purchased a new stake in Old Republic International Co. during the second quarter, HoldingsChannel.com reports. The fund purchased 1,325 shares of the insurance provider's stock, valued at approximately $30,000. A number of other hedge funds and other institutional investors also recently bought and sold shares of ORI....
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Koshinski Asset Management Inc. Reduces Holdings in Truist Financial Co

7 days ago   |   By ETF Daily News

Koshinski Asset Management Inc. reduced its stake in shares of Truist Financial Co. by 4.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,083 shares of the insurance provider's stock after selling 567 shares...
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Stifel Financial Corp. Shares Sold by Diversified Trust Co

7 days ago   |   By ETF Daily News

Diversified Trust Co reduced its stake in shares of Stifel Financial Corp. by 21.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 6,866 shares of the financial services provider's stock after selling 1,877 shares during the quarter. Diversified Trust Co's holdings in Stifel Financial were worth $385,000 at the...
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