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Image for Evanson Asset Management LLC Sells 787 Shares of The Walt Disney Company (NYSE:DIS)

Evanson Asset Management LLC Sells 787 Shares of The Walt Disney Company (NYSE:DIS)

Evanson Asset Management LLC cut its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 21.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Chevron Corporation (NYSE:CVX) Shares Purchased by World Equity Group Inc.

Chevron Corporation (NYSE:CVX) Shares Purchased by World Equity Group Inc.

World Equity Group Inc. boosted its position in Chevron Corporation (NYSE:CVX – Free Report) by 3.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Salesforce Inc. (NYSE:CRM) Shares Sold by Hill Island Financial LLC

Salesforce Inc. (NYSE:CRM) Shares Sold by Hill Island Financial LLC

Hill Island Financial LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 2.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by Jamison Private Wealth Management Inc.

AbbVie Inc. (NYSE:ABBV) Shares Sold by Jamison Private Wealth Management Inc.

Jamison Private Wealth Management Inc. decreased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for The Sherwin-Williams Company (NYSE:SHW) Stock Holdings Increased by Cabot Wealth Management Inc.

The Sherwin-Williams Company (NYSE:SHW) Stock Holdings Increased by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. boosted its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 1.2% in the 1st quarter, Holdings Channel reports. The institutional investor owned 8,660 shares of the specialty... More of this article »
Image for Advocate Group LLC Has $8.98 Million Position in Bristol Myers Squibb Company (NYSE:BMY)

Advocate Group LLC Has $8.98 Million Position in Bristol Myers Squibb Company (NYSE:BMY)

Advocate Group LLC boosted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 1.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 147,151 shares of the... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by Weaver Capital Management LLC

UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by Weaver Capital Management LLC

Weaver Capital Management LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.1% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Petra Financial Advisors Inc. Has $428,000 Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Petra Financial Advisors Inc. Has $428,000 Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Petra Financial Advisors Inc. cut its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 14.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Agriculture Stocks Worth Watching – June 18th

Agriculture Stocks Worth Watching – June 18th

Deere & Company, Apollo Global Management, and Norfolk Southern are the three Agriculture stocks to watch today, according to MarketBeat’s stock screener tool. Agriculture stocks are shares of publicly traded companies... More of this article »
Image for Dupont Capital Management Corp Increases Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Dupont Capital Management Corp Increases Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Dupont Capital Management Corp grew its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 7.0% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Increased by L.M. Kohn & Company

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Increased by L.M. Kohn & Company

L.M. Kohn & Company increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.7% in the first quarter, Holdings Channel reports. The institutional investor owned 1,572 shares of the company’s... More of this article »
Image for Vanguard Small-Cap ETF (NYSEARCA:VB) Stock Holdings Increased by First PREMIER Bank

Vanguard Small-Cap ETF (NYSEARCA:VB) Stock Holdings Increased by First PREMIER Bank

First PREMIER Bank increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Garde Capital Inc. Buys New Shares in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH)

Garde Capital Inc. Buys New Shares in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH)

Garde Capital Inc. purchased a new position in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 61,664 shares of the company’s... More of this article »
Image for Canton Hathaway LLC Purchases 1,375 Shares of Adobe Inc. (NASDAQ:ADBE)

Canton Hathaway LLC Purchases 1,375 Shares of Adobe Inc. (NASDAQ:ADBE)

Canton Hathaway LLC raised its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2,052.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Center For Asset Management LLC Has $612,000 Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Center For Asset Management LLC Has $612,000 Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Center For Asset Management LLC lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 37.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Eaton Corporation, PLC (NYSE:ETN) Shares Sold by Worth Financial Advisory Group LLC

Eaton Corporation, PLC (NYSE:ETN) Shares Sold by Worth Financial Advisory Group LLC

Worth Financial Advisory Group LLC decreased its position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 34.9% during the first quarter, Holdings Channel.com reports. The firm owned 3,320 shares of the industrial... More of this article »
Image for GE Aerospace (NYSE:GE) Shares Acquired by Union Savings Bank

GE Aerospace (NYSE:GE) Shares Acquired by Union Savings Bank

Union Savings Bank boosted its position in GE Aerospace (NYSE:GE – Free Report) by 158.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,098... More of this article »
Image for Center For Asset Management LLC Purchases New Stake in Amgen Inc. (NASDAQ:AMGN)

Center For Asset Management LLC Purchases New Stake in Amgen Inc. (NASDAQ:AMGN)

Center For Asset Management LLC purchased a new stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Petra Financial Advisors Inc. Boosts Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Petra Financial Advisors Inc. Boosts Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Petra Financial Advisors Inc. grew its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 22.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Cordant Inc. Sells 1,777 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cordant Inc. Sells 1,777 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cordant Inc. reduced its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 4.6% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Procter & Gamble Company (The) (NYSE:PG) Shares Acquired by PFG Investments LLC

Procter & Gamble Company (The) (NYSE:PG) Shares Acquired by PFG Investments LLC

PFG Investments LLC boosted its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2.5% in the first quarter, HoldingsChannel.com reports. The firm owned 52,011 shares of the company’s stock after... More of this article »
Image for Cordant Inc. Cuts Stock Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Cordant Inc. Cuts Stock Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Cordant Inc. lowered its stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 57.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Private Wealth Partners LLC Boosts Stock Holdings in Walmart Inc. (NYSE:WMT)

Private Wealth Partners LLC Boosts Stock Holdings in Walmart Inc. (NYSE:WMT)

Private Wealth Partners LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.7% during the first quarter, Holdings Channel reports. The fund owned 18,827 shares of the retailer’s stock after acquiring... More of this article »
Image for World Equity Group Inc. Acquires New Holdings in Becton, Dickinson and Company (NYSE:BDX)

World Equity Group Inc. Acquires New Holdings in Becton, Dickinson and Company (NYSE:BDX)

World Equity Group Inc. purchased a new position in Becton, Dickinson and Company (NYSE:BDX – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Union Savings Bank Grows Stock Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)

Union Savings Bank Grows Stock Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)

Union Savings Bank grew its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 86.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »