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Transform Wealth LLC Cuts Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Transform Wealth LLC cut its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 0.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,136 shares of the medical research company’s stock after selling 79 shares during the quarter. Transform […]
United States Marcn Casper Raymond James Gianluca Pettiti Robertw Baird Credit Suisse Group

Venture Visionary Partners LLC Acquires 693 Shares of Lowe's Companies, Inc. (NYSE:LOW)

Venture Visionary Partners LLC grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 45,665 shares of the home improvement retailer’s stock after acquiring an additional 693 shares during the period. […]
New York United States Piper Sandler Janice Dupre Joseph Michael Mcfarland Prosperity Planning Inc

NIKE, Inc. (NYSE:NKE) Shares Purchased by Transform Wealth LLC

Transform Wealth LLC grew its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,139 shares of the footwear maker’s stock after buying an additional 505 shares during […]
Chuck Taylor Johanna Nielsen Markg Parker Jack Purcell Raymond James Norges Bank

Transform Wealth LLC Purchases 1,302 Shares of Cummins Inc. (NYSE:CMI)

Transform Wealth LLC boosted its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 4.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 33,435 shares of the company’s stock after buying an additional 1,302 shares during the period. Transform Wealth LLC’s holdings in Cummins were worth […]
Cummins Inc Envestnet Asset Management Inc Cummins Company Profile Credit Suisse Group Fisher Asset Management Goldman Sachs Group

Navalign LLC Cuts Stake in Starbucks Co. (NASDAQ:SBUX)

Navalign LLC reduced its stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 7.6% in the second quarter, HoldingsChannel reports. The institutional investor owned 11,816 shares of the coffee company’s stock after selling 965 shares during the period. Navalign LLC’s holdings in Starbucks were worth $1,170,000 at the end of the most recent […]
United States Stifel Nicolaus Starbucks Corporation Channel Development Pinnacle Bancorp Inc Xponance Inc

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Chatham Capital Group Inc. Acquires 340 Shares of Lowe's Companies, Inc. (NYSE:LOW)

Chatham Capital Group Inc. lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 27,748 shares of the home improvement retailer’s stock after purchasing an additional 340 shares during the period. […]
New York United States Stifel Nicolaus Joseph Michael Mcfarland Piper Sandler Janice Dupre

Transform Wealth LLC Sells 201 Shares of Deere & Company (NYSE:DE)

Transform Wealth LLC lessened its stake in Deere & Company (NYSE:DE – Free Report) by 0.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,254 shares of the industrial products company’s stock after selling 201 shares during the period. Transform Wealth LLC’s […]
United States Coryj Reed Stifel Nicolaus Securities Exchange Commission Deere Company Trading Down News Ratings For Deere Company Daily

Transform Wealth LLC Grows Stock Position in Starbucks Co. (NASDAQ:SBUX)

Transform Wealth LLC grew its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,637 shares of the coffee company’s stock after purchasing an additional 1,186 shares during the period. Transform Wealth LLC’s […]
United States Wells Fargo Company Starbucks Co Starbucks Company Profile Peterson Wealth Services Starbucks Corporation

Transform Wealth LLC Buys 145 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Transform Wealth LLC boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 0.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,632 shares of the investment management company’s stock after acquiring an additional 145 shares during […]
Societe Generale Cresset Asset Management Goldman Sachs Group Atticus Wealth Management Oliver Lagore Vanvalin Investment Group Legacy Advisors

Transform Wealth LLC Sells 226 Shares of Lowe's Companies, Inc. (NYSE:LOW)

Transform Wealth LLC reduced its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,706 shares of the home improvement retailer’s stock after selling 226 shares during the quarter. Transform Wealth LLC’s holdings in […]
United States Sanfordc Bernstein Piper Sandler Janice Dupre Joseph Michael Mcfarland Stifel Nicolaus

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