Page 7 - Appleton Partners News Today

Appleton Partners Inc. MA lifted its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,573 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,235 shares during the quarter. Broadcom […]

Appleton Partners Inc. MA reduced its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,996 shares of the company’s stock after selling 70 shares during the quarter. Appleton Partners […]

Appleton Partners Inc. MA trimmed its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 10.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,668 shares of the software company’s stock after selling 1,224 shares during the period. Appleton […]

Appleton Partners Inc. MA lessened its holdings in AT&T Inc. (NYSE:T – Free Report) by 74.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,706 shares of the technology company’s stock after selling 97,352 shares during the quarter. […]

Appleton Partners Inc. MA grew its stake in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 8.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 223,704 shares of the company’s stock after purchasing an additional 16,668 shares during the period. […]

Appleton Partners Inc. MA grew its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 2.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 93,421 shares of the company’s stock after buying an additional 2,538 shares during the quarter. Zoetis comprises […]

Appleton Partners Inc. MA increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 11.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 48,132 shares of the financial services provider’s stock after purchasing an additional 4,833 shares during […]

Appleton Partners Inc. MA trimmed its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 9.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 310,583 shares of the financial services provider’s stock after selling 32,409 shares during the quarter. Appleton Partners Inc. […]

Flagstar Advisors Inc. lowered its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 8.1% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 42,823 shares of the exchange traded fund’s stock after selling 3,793 shares during the quarter. Flagstar Advisors Inc.’s holdings […]

Wealthfront Advisers LLC boosted its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 4.9% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 697,245 shares of the company’s stock after buying an additional 32,285 shares during the quarter. […]