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Intercontinental Exchange Inc. $ICE Shares Acquired by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC boosted its position in Intercontinental Exchange Inc. (NYSE:ICE - Free Report) by 319.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,297 shares of the financial services provider's stock after pu

NYSE:ICE
Read Intercontinental Exchange Inc. $ICE Shares Acquired by Live Oak Private Wealth LLC
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Live Oak Private Wealth LLC Acquires New Shares in Newmont Corporation $NEM

Live Oak Private Wealth LLC acquired a new position in shares of Newmont Corporation (NYSE:NEM - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 117,910 shares of th

NYSE:NEM
Read Live Oak Private Wealth LLC Acquires New Shares in Newmont Corporation $NEM
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Gabelli Equity Trust Inc. $GAB Stock Holdings Lowered by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC cut its holdings in shares of Gabelli Equity Trust Inc. (NYSE:GAB - Free Report) by 38.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 635,255 shares of the financial services

NYSE:GAB
Read Gabelli Equity Trust Inc. $GAB Stock Holdings Lowered by Live Oak Private Wealth LLC
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Live Oak Private Wealth LLC Makes New $6.08 Million Investment in Toyota Motor Corporation $TM

Live Oak Private Wealth LLC purchased a new position in shares of Toyota Motor Corporation (NYSE:TM - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 36,105 shares of the company's stock, valued

NYSE:TM
Read Live Oak Private Wealth LLC Makes New $6.08 Million Investment in Toyota Motor Corporation $TM
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Live Oak Private Wealth LLC Makes New $6.72 Million Investment in McCormick & Company, Incorporated $MKC

Live Oak Private Wealth LLC bought a new position in shares of McCormick & Company, Incorporated (NYSE:MKC - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 133,195 shares o

NYSE:MKC
Read Live Oak Private Wealth LLC Makes New $6.72 Million Investment in McCormick & Company, Incorporated $MKC
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Live Oak Private Wealth LLC Invests $7.07 Million in Copart, Inc. $CPRT

Live Oak Private Wealth LLC bought a new stake in Copart, Inc. (NASDAQ:CPRT - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 250,804 shares of the business services provider's stock, valued at approximatel

NASDAQ:CPRT
Read Live Oak Private Wealth LLC Invests $7.07 Million in Copart, Inc. $CPRT

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Live Oak Private Wealth LLC Has $7.98 Million Position in The TJX Companies, Inc. $TJX

NYSE:TJX
Read Live Oak Private Wealth LLC Has $7.98 Million Position in The TJX Companies, Inc. $TJX
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Visa Inc. $V Shares Sold by Live Oak Private Wealth LLC

NYSE:V
Read Visa Inc. $V Shares Sold by Live Oak Private Wealth LLC
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Live Oak Private Wealth LLC Has $9.33 Million Stock Position in Vishay Intertechnology, Inc. $VSH

NYSE:VSH
Read Live Oak Private Wealth LLC Has $9.33 Million Stock Position in Vishay Intertechnology, Inc. $VSH
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Live Oak Private Wealth LLC Has $15.26 Million Stock Holdings in Dollar Tree, Inc. $DLTR

NASDAQ:DLTR
Read Live Oak Private Wealth LLC Has $15.26 Million Stock Holdings in Dollar Tree, Inc. $DLTR
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Bank of America Corporation $BAC Position Reduced by Live Oak Private Wealth LLC

NYSE:BAC
Read Bank of America Corporation $BAC Position Reduced by Live Oak Private Wealth LLC
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Pacifica Partners Inc. Sells 6,481 Shares of Ciena Corporation $CIEN

NYSE:CIEN
Read Pacifica Partners Inc. Sells 6,481 Shares of Ciena Corporation $CIEN
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Pacifica Partners Inc. Acquires 19,760 Shares of Wells Fargo & Company $WFC

NYSE:WFC
Read Pacifica Partners Inc. Acquires 19,760 Shares of Wells Fargo & Company $WFC
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Genuine Parts Company $GPC Shares Acquired by PYA Waltman Capital LLC

NYSE:GPC
Read Genuine Parts Company $GPC Shares Acquired by PYA Waltman Capital LLC
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PYA Waltman Capital LLC Acquires Shares of 15,405 Automatic Data Processing, Inc. $ADP

NASDAQ:ADP
Read PYA Waltman Capital LLC Acquires Shares of 15,405 Automatic Data Processing, Inc. $ADP
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Invesco QQQ $QQQ Stake Lifted by PYA Waltman Capital LLC

NASDAQ:QQQ
Read Invesco QQQ $QQQ Stake Lifted by PYA Waltman Capital LLC
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PYA Waltman Capital LLC Increases Stake in Chevron Corporation $CVX

NYSE:CVX
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PYA Waltman Capital LLC Has $3.90 Million Stock Holdings in Lockheed Martin Corporation $LMT

NYSE:LMT
Read PYA Waltman Capital LLC Has $3.90 Million Stock Holdings in Lockheed Martin Corporation $LMT
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T. Rowe Price Group, Inc. $TROW Shares Bought by PYA Waltman Capital LLC

NASDAQ:TROW
Read T. Rowe Price Group, Inc. $TROW Shares Bought by PYA Waltman Capital LLC
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PYA Waltman Capital LLC Grows Holdings in The Allstate Corporation $ALL

NYSE:ALL
Read PYA Waltman Capital LLC Grows Holdings in The Allstate Corporation $ALL
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PYA Waltman Capital LLC Has $6.42 Million Stake in Amgen Inc. $AMGN

NASDAQ:AMGN
Read PYA Waltman Capital LLC Has $6.42 Million Stake in Amgen Inc. $AMGN
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PYA Waltman Capital LLC Boosts Stock Position in United Parcel Service, Inc. $UPS

NYSE:UPS
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Resolute Advisors LLC Takes Position in Fervo Energy Company $FRVO

NASDAQ:FRVO
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Resolute Advisors LLC Purchases New Shares in Bloom Energy Corporation $BE

NYSE:BE
Read Resolute Advisors LLC Purchases New Shares in Bloom Energy Corporation $BE
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Resolute Advisors LLC Makes New Investment in Western Digital Corporation $WDC

NASDAQ:WDC
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Natural Investments LLC Sells 1,086 Shares of ASML Holding N.V. $ASML

NASDAQ:ASML
Read Natural Investments LLC Sells 1,086 Shares of ASML Holding N.V. $ASML
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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Natural Investments LLC

NYSE:TSM
Read Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Natural Investments LLC
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Microchip Technology Incorporated $MCHP Stake Raised by Natural Investments LLC

NASDAQ:MCHP
Read Microchip Technology Incorporated $MCHP Stake Raised by Natural Investments LLC
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Fifth Third Bancorp $FITB Stake Reduced by SkyOak Wealth LLC

NASDAQ:FITB
Read Fifth Third Bancorp $FITB Stake Reduced by SkyOak Wealth LLC
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SkyOak Wealth LLC Sells 2,990 Shares of Palo Alto Networks, Inc. $PANW

NASDAQ:PANW
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