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Assetmark Inc. Cuts Holdings in Starbucks Corporation $SBUX

Assetmark Inc. trimmed its position in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 72.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,408 shares of the coffee company's stock after selling 315,326 shares dur

NASDAQ:SBUX
Read Assetmark Inc. Cuts Holdings in Starbucks Corporation $SBUX
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17,077 Shares in Bristol Myers Squibb Company $BMY Purchased by Avaii Wealth Management LLC

Avaii Wealth Management LLC purchased a new stake in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 17,077 shares of the biopharmaceutical company's stock, valued at appr

NYSE:BMY
Read 17,077 Shares in Bristol Myers Squibb Company $BMY Purchased by Avaii Wealth Management LLC
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Aware Super Pty Ltd as trustee of Aware Super Has $6.12 Million Holdings in NextEra Energy, Inc. $NEE

Aware Super Pty Ltd as trustee of Aware Super lessened its stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 61.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,718 shares of the utilities provider's stock after

NYSE:NEE
Read Aware Super Pty Ltd as trustee of Aware Super Has $6.12 Million Holdings in NextEra Energy, Inc. $NEE
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Baldwin Investment Management LLC Purchases 24,850 Shares of NextEra Energy, Inc. $NEE

Baldwin Investment Management LLC raised its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 66.1% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 62,458 shares of the utilities provider's stock after p

NYSE:NEE
Read Baldwin Investment Management LLC Purchases 24,850 Shares of NextEra Energy, Inc. $NEE
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Banco Santander S.A. Trims Stock Holdings in NextEra Energy, Inc. $NEE

Banco Santander S.A. lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 5.7% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 275,348 shares of the utilities provider's stock after selling 16,574 shares during the

NYSE:NEE
Read Banco Santander S.A. Trims Stock Holdings in NextEra Energy, Inc. $NEE
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Bank Hapoalim BM Invests $3.58 Million in Qualcomm Incorporated $QCOM

Bank Hapoalim BM acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 19,356 shares of the wireless technology company's stock, valued at approximately $3,577,000. Qualcomm m

NASDAQ:QCOM
Read Bank Hapoalim BM Invests $3.58 Million in Qualcomm Incorporated $QCOM

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Bank of America Corp DE Decreases Stock Position in USA Rare Earth Inc. $USAR

NASDAQ:USAR
Read Bank of America Corp DE Decreases Stock Position in USA Rare Earth Inc. $USAR
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Bank of America Corp DE Buys 13,540 Shares of PriceSmart, Inc. $PSMT

NASDAQ:PSMT
Read Bank of America Corp DE Buys 13,540 Shares of PriceSmart, Inc. $PSMT
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DHT Holdings, Inc. $DHT Shares Purchased by Bank of America Corp DE

NYSE:DHT
Read DHT Holdings, Inc. $DHT Shares Purchased by Bank of America Corp DE
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Bank of America Corp DE Has $21.93 Million Stock Position in Ultragenyx Pharmaceutical Inc. $RARE

NASDAQ:RARE
Read Bank of America Corp DE Has $21.93 Million Stock Position in Ultragenyx Pharmaceutical Inc. $RARE
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Bank of America Corp DE Buys 92,830 Shares of AtriCure, Inc. $ATRC

NASDAQ:ATRC
Read Bank of America Corp DE Buys 92,830 Shares of AtriCure, Inc. $ATRC
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Bank of America Corp DE Has $22.15 Million Stock Position in Natural Resource Partners LP $NRP

NYSE:NRP
Read Bank of America Corp DE Has $22.15 Million Stock Position in Natural Resource Partners LP $NRP
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Hilton Grand Vacations Inc. $HGV Position Boosted by Bank of America Corp DE

NYSE:HGV
Read Hilton Grand Vacations Inc. $HGV Position Boosted by Bank of America Corp DE
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Bailard Inc. Has $7.64 Million Stake in Intel Corporation $INTC

NASDAQ:INTC
Read Bailard Inc. Has $7.64 Million Stake in Intel Corporation $INTC
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Avaii Wealth Management LLC Invests $6.14 Million in The Chemours Company $CC

NYSE:CC
Read Avaii Wealth Management LLC Invests $6.14 Million in The Chemours Company $CC
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Avaii Wealth Management LLC Makes New $6.17 Million Investment in T-Mobile US, Inc. $TMUS

NASDAQ:TMUS
Read Avaii Wealth Management LLC Makes New $6.17 Million Investment in T-Mobile US, Inc. $TMUS
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Avaii Wealth Management LLC Takes Position in Corning Incorporated $GLW

NYSE:GLW
Read Avaii Wealth Management LLC Takes Position in Corning Incorporated $GLW
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Assetmark Inc. Has $60.51 Million Stake in Costco Wholesale Corporation $COST

NASDAQ:COST
Read Assetmark Inc. Has $60.51 Million Stake in Costco Wholesale Corporation $COST
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Artemis Wealth Advisors LLC Raises Stock Holdings in Visa Inc. $V

NYSE:V
Read Artemis Wealth Advisors LLC Raises Stock Holdings in Visa Inc. $V
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25,000 Shares in Applied Optoelectronics, Inc. $AAOI Acquired by Artemis Wealth Advisors LLC

NASDAQ:AAOI
Read 25,000 Shares in Applied Optoelectronics, Inc. $AAOI Acquired by Artemis Wealth Advisors LLC
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Artemis Wealth Advisors LLC Acquires New Position in RTX Corporation $RTX

NYSE:RTX
Read Artemis Wealth Advisors LLC Acquires New Position in RTX Corporation $RTX
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Meta Platforms, Inc. $META Shares Bought by ARS Wealth Advisors Group LLC

NASDAQ:META
Read Meta Platforms, Inc. $META Shares Bought by ARS Wealth Advisors Group LLC
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Arkfeld Wealth Strategies L.L.C. Lowers Position in Alphabet Inc. $GOOGL

NASDAQ:GOOGL
Read Arkfeld Wealth Strategies L.L.C. Lowers Position in Alphabet Inc. $GOOGL
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Apollon Wealth Management LLC Boosts Stake in Broadcom Inc. $AVGO

NASDAQ:AVGO
Read Apollon Wealth Management LLC Boosts Stake in Broadcom Inc. $AVGO
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Apollon Financial LLC Acquires 1,719 Shares of Broadcom Inc. $AVGO

NASDAQ:AVGO
Read Apollon Financial LLC Acquires 1,719 Shares of Broadcom Inc. $AVGO
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Walmart Inc. $WMT Stock Position Trimmed by Anchor Capital Advisors LLC

NASDAQ:WMT
Read Walmart Inc. $WMT Stock Position Trimmed by Anchor Capital Advisors LLC
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AMG National Trust Bank Buys Shares of 2,008 Thermo Fisher Scientific Inc. $TMO

NYSE:TMO
Read AMG National Trust Bank Buys Shares of 2,008 Thermo Fisher Scientific Inc. $TMO
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American Financial & Tax Strategies Inc. Makes New Investment in Coca-Cola Consolidated, Inc. $COKE

NASDAQ:COKE
Read American Financial & Tax Strategies Inc. Makes New Investment in Coca-Cola Consolidated, Inc. $COKE
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American Financial & Tax Strategies Inc. Acquires New Holdings in Cisco Systems, Inc. $CSCO

NASDAQ:CSCO
Read American Financial & Tax Strategies Inc. Acquires New Holdings in Cisco Systems, Inc. $CSCO
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AlTi Global Inc. Has $2.69 Million Stake in Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read AlTi Global Inc. Has $2.69 Million Stake in Advanced Micro Devices, Inc. $AMD

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