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Financial Gravity Asset Management Inc. Buys New Position in T-Mobile US, Inc. (NASDAQ:TMUS)

Financial Gravity Asset Management Inc. bought a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm bought 139 shares of the Wireless communications provider’s stock, valued at approximately $1,952,000. Several other large investors have also bought and sold shares of the company. Wealthcare […]
United States Puerto Rico Dara Bazzano Ulf Ewaldsson Equitable Holdings Inc Royal Bank
Source: wkrb13.com

1ST Source Bank Sells 220 Shares of NextEra Energy, Inc. (NYSE:NEE)

1ST Source Bank decreased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 0.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 32,953 shares of the utilities provider’s stock after selling 220 shares during the quarter. 1ST Source Bank’s […]
United States Kirks Hachigian Kolinsky Wealth Management Wimmer Associates Nextera Energy Dividend Announcement Securities Exchange Commission

Barden Capital Management Inc. Lowers Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

Barden Capital Management Inc. lessened its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 15.2% in the 2nd quarter, Holdings Channel.com reports. The firm owned 6,575 shares of the Wireless communications provider’s stock after selling 1,176 shares during the quarter. Barden Capital Management Inc.’s holdings in T-Mobile US were worth $913,000 as of […]
Puerto Rico United States Raymond James Dara Bazzano Ulf Ewaldsson Royal Bank

Jones Financial Companies Lllp Decreases Stock Position in Costco Wholesale Co. (NASDAQ:COST)

Jones Financial Companies Lllp cut its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,179 shares of the retailer’s stock after selling 771 shares during the quarter. Jones Financial Companies Lllp’s holdings in […]
United States United Kingdom Puerto Rico New Zealand Roth Mkm Claudine Adamo
Source: wkrb13.com

Acadian Asset Management LLC Has $3.64 Million Holdings in Accenture plc (NYSE:ACN)

Acadian Asset Management LLC decreased its holdings in Accenture plc (NYSE:ACN – Free Report) by 60.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,805 shares of the information technology services provider’s stock after selling 17,990 shares during the period. Acadian Asset Management […]
Joel Unruch Exchange Commission Wealth Partners Trinitypoint Wealth Royal Bank Acadian Asset Management
Source: wkrb13.com

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Chicago Partners Investment Group LLC Increases Stock Position in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Chicago Partners Investment Group LLC lifted its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 7.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,297 shares of the company’s stock after acquiring an additional 239 shares during […]
United States Company Profile Resources Investment Advisors Massmutual Trust Co Beacon Capital Management Trinitypoint Wealth
Source: wkrb13.com

Ieq Capital LLC Buys 627 Shares of McCormick & Company, Incorporated (NYSE:MKC)

Ieq Capital LLC lifted its stake in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 7.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,479 shares of the company’s stock after purchasing an additional 627 shares during […]
United States Stifel Nicolaus Jefferyd Schwartz Michaeld Mangan Stiles Financial Services Inc Ieq Capital
Source: wkrb13.com

Sequoia Financial Advisors LLC Boosts Holdings in Accenture plc (NYSE:ACN)

Sequoia Financial Advisors LLC grew its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 3.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,625 shares of the information technology services provider’s stock after purchasing an additional 403 shares during the quarter. […]
Johnf Walsh Piper Sandler Wealth Partners Dash Acquisitions Inc Sequoia Financial Advisors Securities Exchange Commission

Accenture plc (NYSE:ACN) Shares Purchased by Claro Advisors LLC

Claro Advisors LLC increased its position in shares of Accenture plc (NYSE:ACN – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,088 shares of the information technology services provider’s stock after purchasing an additional 288 shares during […]
Piper Sandler Jean Marc Ollagnier Robertw Baird Exchange Commission Accenture Company Profile Securities Exchange Commission

Schwab U.S. TIPS ETF (NYSEARCA:SCHP) Stock Position Lowered by GSB Wealth Management LLC

GSB Wealth Management LLC lessened its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 7.2% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,583 shares of the company’s stock after selling 355 shares during the period. GSB Wealth Management LLC’s holdings in […]
Lutz Financial Services Corefirst Bank Trinitypoint Wealth Wealth Management Gsb Wealth Management Modera Wealth Management
Source: wkrb13.com

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