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Paragon Private Wealth Management LLC Raises Stock Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Paragon Private Wealth Management LLC grew its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 44.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,697 shares of the exchange traded fund’s stock after purchasing an additional 1,141 shares during the […] ....

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Atria Wealth Solutions Inc. Decreases Holdings in The Procter & Gamble Company (NYSE:PG)

Atria Wealth Solutions Inc. trimmed its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 152,068 shares of the company’s stock after selling 5,163 shares during […] ....

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The Procter & Gamble Company (NYSE:PG) Holdings Lowered by Cognios Beta Neutral Large Cap Fund LP

Cognios Beta Neutral Large Cap Fund LP decreased its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 11.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 16,352 shares of the company’s stock after selling 2,172 shares during the period. Procter & Gamble comprises […] ....

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Union Pacific Co. (NYSE:UNP) Shares Sold by Texas Yale Capital Corp.

Texas Yale Capital Corp. decreased its position in Union Pacific Co. (NYSE:UNP – Free Report) by 36.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,359 shares of the railroad operator’s stock after selling 2,550 shares during the period. Texas Yale Capital Corp.’s holdings in Union Pacific […] ....

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The Southern Company (NYSE:SO) Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC trimmed its stake in The Southern Company (NYSE:SO – Free Report) by 2.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 27,791 shares of the utilities provider’s stock after selling 785 shares during the quarter. Dynamic Advisor […] ....

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