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OneAscent Financial Services LLC Invests $1.06 Million in Intel Corporation $INTC

OneAscent Financial Services LLC acquired a new stake in Intel Corporation (NASDAQ:INTC - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 7,607 shares of the chip maker's stoc

NASDAQ:INTC
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Apple Inc. $AAPL is SageGuard Financial Group LLC's 2nd Largest Position

SageGuard Financial Group LLC decreased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 139,881 shares of the iPhone maker's stock after selling 2,881 shares during t

NASDAQ:AAPL
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JPMorgan Chase & Co. $JPM Shares Acquired by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 21.4% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 116,871 shares of the financial services provider's stock after purchasing an addi

NYSE:JPM
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Pictet Asset Management Holding SA Purchases 90,373 Shares of JPMorgan Chase & Co. $JPM

Pictet Asset Management Holding SA raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 6.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,486,565 shares of the financial servi

NYSE:JPM
Read Pictet Asset Management Holding SA Purchases 90,373 Shares of JPMorgan Chase & Co. $JPM
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Torray Investment Partners LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM

Torray Investment Partners LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 92.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,959 shares of the financial services provider's stock after s

NYSE:JPM
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Welch & Forbes LLC Sells 7,413 Shares of JPMorgan Chase & Co. $JPM

Welch & Forbes LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 645,494 shares of the financial services provider's stock after selling 7,413 shares during the period.

NYSE:JPM
Read Welch & Forbes LLC Sells 7,413 Shares of JPMorgan Chase & Co. $JPM

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Kornitzer Capital Management Inc. KS Has $46.70 Million Holdings in Meta Platforms, Inc. $META

NASDAQ:META
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Levin Capital Strategies L.P. Grows Position in International Business Machines Corporation $IBM

NYSE:IBM
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Levin Capital Strategies L.P. Acquires 9,060 Shares of Meta Platforms, Inc. $META

NASDAQ:META
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International Business Machines Corporation $IBM Shares Sold by Mitchell Capital Management Co.

NYSE:IBM
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Simplicity Wealth LLC Takes $21.47 Million Position in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Privium Fund Management UK Ltd Takes $8.81 Million Position in Alphabet Inc. $GOOGL

NASDAQ:GOOGL
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Plato Investment Management Ltd Invests $26.99 Million in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Requisite Capital Management LLC Invests $1.06 Million in Tesla, Inc. $TSLA

NASDAQ:TSLA
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UP Strategic Wealth Investment Advisors LLC Makes New $911,000 Investment in Tesla, Inc. $TSLA

NASDAQ:TSLA
Read UP Strategic Wealth Investment Advisors LLC Makes New $911,000 Investment in Tesla, Inc. $TSLA
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Pursue Wealth Partners LLC Makes New $2.44 Million Investment in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Oak Barrel Wealth Advisory LLC Takes Position in Alphabet Inc. $GOOGL

NASDAQ:GOOGL
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Perigon Wealth Management LLC Sells 35,143 Shares of Alphabet Inc. $GOOGL

NASDAQ:GOOGL
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Perigon Wealth Management LLC Invests $45.09 Million in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Panoramic Capital Partners LLC Makes New $1.56 Million Investment in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Occidental Asset Management LLC Trims Stake in Alphabet Inc. $GOOGL

NASDAQ:GOOGL
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Occidental Asset Management LLC Makes New Investment in Tesla, Inc. $TSLA

NASDAQ:TSLA
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26,232 Shares in Caterpillar Inc. $CAT Bought by MidFirst Bank

NYSE:CAT
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Lee Johnson Capital Management LLC Takes Position in Caterpillar Inc. $CAT

NYSE:CAT
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Texas Capital Bank Wealth Management Services Inc Invests $16.81 Million in Caterpillar Inc. $CAT

NYSE:CAT
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Tiemann Investment Advisors LLC Takes Position in Caterpillar Inc. $CAT

NYSE:CAT
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Main Street Financial Solutions LLC Buys New Shares in Johnson & Johnson $JNJ

NYSE:JNJ
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Wealthfront Advisers LLC Has $85.63 Million Stake in Johnson & Johnson $JNJ

NYSE:JNJ
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3,637 Shares in Costco Wholesale Corporation $COST Acquired by Kentucky Farm Bureau Mutual Insurance Co

NASDAQ:COST
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Shepherd Financial Partners LLC Makes New Investment in Broadcom Inc. $AVGO

NASDAQ:AVGO
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