Page 24 - Trinitypoint Wealth News Today

TrinityPoint Wealth LLC purchased a new stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,863 shares of the online travel company’s stock, valued at approximately $204,000. Other institutional investors have also recently modified […]

Syntal Capital Partners LLC increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,374 shares of the oil and gas company’s stock after acquiring an additional 673 shares during […]

Texas Permanent School Fund Corp trimmed its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 175,681 shares of the credit services provider’s stock after selling 436 shares during the quarter. Mastercard accounts […]

Pinnacle Wealth Planning Services Inc. lowered its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 2.7% in the second quarter, HoldingsChannel reports. The firm owned 3,804 shares of the industrial products company’s stock after selling 104 shares during the period. Pinnacle Wealth Planning Services Inc.’s holdings in Eaton were worth $765,000 […]

TrinityPoint Wealth LLC purchased a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 793 shares of the industrial products company’s stock, valued at approximately $261,000. Several other hedge funds also recently […]

Polaris Wealth Advisory Group LLC raised its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 20.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 441,813 shares of the utilities provider’s stock after purchasing an additional 73,714 shares […]

Mitchell & Pahl Private Wealth LLC boosted its stake in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 4.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,723 shares of the industrial products company’s stock after purchasing an […]

Polaris Wealth Advisory Group LLC decreased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 62.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 69,938 shares of the wireless technology company’s stock after selling 114,090 shares during the quarter. Polaris Wealth Advisory Group […]

TrinityPoint Wealth LLC bought a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 793 shares of the industrial products company’s stock, valued at approximately $261,000. Other large investors have also recently made […]

Roffman Miller Associates Inc. PA grew its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 345,163 shares of the cell phone carrier’s stock after purchasing an additional 11,573 shares during the […]