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Wealthcare Advisory Partners LLC Has $6.45 Million Stock Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Wealthcare Advisory Partners LLC Has $6.45 Million Stock Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)
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Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stake Raised by Quent Capital LLC

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stake Raised by Quent Capital LLC
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BlackRock Health Sciences Term Trust (NYSE:BMEZ) Position Raised by Karpus Management Inc.

Karpus Management Inc. raised its stake in BlackRock Health Sciences Term Trust (NYSE:BMEZ – Free Report) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 856,797 shares of the company’s stock after buying an additional 33,677 shares during the period. Karpus Management Inc.’s […]

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BlackRock Health Sciences Term Trust (NYSE:BMEZ) Shares Sold by Cornerstone Advisors LLC

Cornerstone Advisors LLC decreased its stake in shares of BlackRock Health Sciences Term Trust (NYSE:BMEZ – Free Report) by 15.5% during the second quarter, HoldingsChannel reports. The firm owned 689,490 shares of the company’s stock after selling 126,592 shares during the quarter. Cornerstone Advisors LLC’s holdings in BlackRock Health Sciences Term Trust were worth $11,321,000 […]

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Adell Harriman & Carpenter Inc. Boosts Stock Holdings in Caterpillar Inc. (NYSE:CAT)

Adell Harriman & Carpenter Inc. raised its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.2% during the second quarter, Holdings Channel.com reports. The firm owned 4,034 shares of the industrial products company’s stock after purchasing an additional 125 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in Caterpillar were worth $998,000 […]

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Clifford Swan Investment Counsel LLC Sells 542 Shares of Caterpillar Inc. (NYSE:CAT)

Clifford Swan Investment Counsel LLC lowered its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,444 shares of the industrial products company’s stock after selling 542 shares during the quarter. Clifford Swan Investment Counsel […]

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Gulf International Bank UK Ltd Sells 40,346 Shares of Morgan Stanley (NYSE:MS)

Gulf International Bank UK Ltd reduced its stake in Morgan Stanley (NYSE:MS – Free Report) by 24.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 126,669 shares of the financial services provider’s stock after selling 40,346 shares during the period. […]

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BerganKDV Wealth Management LLC Reduces Position in Caterpillar Inc. (NYSE:CAT)

BerganKDV Wealth Management LLC Reduces Position in Caterpillar Inc. (NYSE:CAT)
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Birchcreek Wealth Management LLC Increases Stock Position in Caterpillar Inc. (NYSE:CAT)

Birchcreek Wealth Management LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,393 shares of the industrial products company’s stock after purchasing an additional […]

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Construction-industries
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Herold-advisors-inc
Caterpillar
Wells-fargo-company
Bergankdv-wealth-management
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Financial Management Professionals Inc. Sells 1,665 Shares of AT&T Inc. (NYSE:T)

Financial Management Professionals Inc. trimmed its stake in AT&T Inc. (NYSE:T – Free Report) by 16.6% during the second quarter, Holdings Channel reports. The fund owned 8,372 shares of the technology company’s stock after selling 1,665 shares during the quarter. Financial Management Professionals Inc.’s holdings in AT&T were worth $134,000 as of its most recent […]

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