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EP Wealth Advisors LLC Acquires New Shares in Lincoln Electric Holdings, Inc. $LECO

EP Wealth Advisors LLC acquired a new position in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 12,562 shares of the industrial produ

NASDAQ:LECO
Read EP Wealth Advisors LLC Acquires New Shares in Lincoln Electric Holdings, Inc. $LECO
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EP Wealth Advisors LLC Invests $652,000 in Bank of America Corporation $BAC

EP Wealth Advisors LLC acquired a new stake in Bank of America Corporation (NYSE:BAC) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 12,523 shares of the financial services provider's stock, valued at approximately $65

NYSE:BAC
Read EP Wealth Advisors LLC Invests $652,000 in Bank of America Corporation $BAC
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245,564 Shares in Wells Fargo & Company $WFC Purchased by EP Wealth Advisors LLC

EP Wealth Advisors LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC) 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 245,564 shares of the financial servi

NYSE:WFC
Read 245,564 Shares in Wells Fargo & Company $WFC Purchased by EP Wealth Advisors LLC
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EP Wealth Advisors LLC Boosts Stock Holdings in Procter & Gamble Company (The) $PG

EP Wealth Advisors LLC boosted its position in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 44.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 217,039 shares of the company's stock after

NYSE:PG
Read EP Wealth Advisors LLC Boosts Stock Holdings in Procter & Gamble Company (The) $PG
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Callan Family Office LLC Makes New Investment in SoFi Technologies, Inc. $SOFI

Callan Family Office LLC acquired a new position in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 30,675 shares of the company's stock, valued at approx

NASDAQ:SOFI
Read Callan Family Office LLC Makes New Investment in SoFi Technologies, Inc. $SOFI
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Callan Family Office LLC Takes $595,000 Position in CBIZ, Inc. $CBZ

Callan Family Office LLC acquired a new position in CBIZ, Inc. (NYSE:CBZ - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 18,553 shares of the business services provider's stock, valued

NYSE:CBZ
Read Callan Family Office LLC Takes $595,000 Position in CBIZ, Inc. $CBZ

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Callan Family Office LLC Makes New Investment in The Cheesecake Factory Incorporated $CAKE

NASDAQ:CAKE
Read Callan Family Office LLC Makes New Investment in The Cheesecake Factory Incorporated $CAKE
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Callan Family Office LLC Takes $18.77 Million Position in Wells Fargo & Company $WFC

NYSE:WFC
Read Callan Family Office LLC Takes $18.77 Million Position in Wells Fargo & Company $WFC
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Callan Family Office LLC Invests $20.76 Million in Walmart Inc. $WMT

NASDAQ:WMT
Read Callan Family Office LLC Invests $20.76 Million in Walmart Inc. $WMT
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Callan Family Office LLC Raises Stake in Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read Callan Family Office LLC Raises Stake in Advanced Micro Devices, Inc. $AMD
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Encore Global Management LP Has $3.48 Million Stake in Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read Encore Global Management LP Has $3.48 Million Stake in Advanced Micro Devices, Inc. $AMD
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13,746 Shares in Walmart Inc. $WMT Acquired by Ceredex Value Advisors LLC

NASDAQ:WMT
Read 13,746 Shares in Walmart Inc. $WMT Acquired by Ceredex Value Advisors LLC
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Advanced Micro Devices, Inc. $AMD Holdings Trimmed by Fairtree Asset Management Pty Ltd

NASDAQ:AMD
Read Advanced Micro Devices, Inc. $AMD Holdings Trimmed by Fairtree Asset Management Pty Ltd
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D L Carlson Investment Group Inc. Sells 3,559 Shares of GE Vernova Inc. $GEV

NYSE:GEV
Read D L Carlson Investment Group Inc. Sells 3,559 Shares of GE Vernova Inc. $GEV
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Fischer Financial Services Inc. Makes New $1.89 Million Investment in Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read Fischer Financial Services Inc. Makes New $1.89 Million Investment in Advanced Micro Devices, Inc. $AMD
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Glaxis Capital Management LLC Makes New $5.61 Million Investment in Eli Lilly and Company $LLY

NYSE:LLY
Read Glaxis Capital Management LLC Makes New $5.61 Million Investment in Eli Lilly and Company $LLY
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Edmond DE Rothschild Holding S.A. Raises Stock Position in Eli Lilly and Company $LLY

NYSE:LLY
Read Edmond DE Rothschild Holding S.A. Raises Stock Position in Eli Lilly and Company $LLY
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Geneva Partners LLC Sells 3,683 Shares of Eli Lilly and Company $LLY

NYSE:LLY
Read Geneva Partners LLC Sells 3,683 Shares of Eli Lilly and Company $LLY
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Csenge Advisory Group Has $6.39 Million Stock Position in Eli Lilly and Company $LLY

NYSE:LLY
Read Csenge Advisory Group Has $6.39 Million Stock Position in Eli Lilly and Company $LLY
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Alphabet Inc. $GOOG Position Lowered by DCF Advisers LLC

NASDAQ:GOOG
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Flossbach Von Storch SE Makes New $67.68 Million Investment in The Home Depot, Inc. $HD

NYSE:HD
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Flossbach Von Storch SE Invests $275.07 Million in Mastercard Incorporated $MA

NYSE:MA
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Flossbach Von Storch SE Acquires Shares of 2,554,594 PepsiCo, Inc. $PEP

NASDAQ:PEP
Read Flossbach Von Storch SE Acquires Shares of 2,554,594 PepsiCo, Inc. $PEP
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Dala Group LLC Invests $1.89 Million in The Home Depot, Inc. $HD

NYSE:HD
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11,293 Shares in The Home Depot, Inc. $HD Purchased by Empirical Asset Management LLC

NYSE:HD
Read 11,293 Shares in The Home Depot, Inc. $HD Purchased by Empirical Asset Management LLC
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Chancellor Financial Group WB LP Purchases New Position in PepsiCo, Inc. $PEP

NASDAQ:PEP
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Compass Wealth Management LLC Makes New Investment in PepsiCo, Inc. $PEP

NASDAQ:PEP
Read Compass Wealth Management LLC Makes New Investment in PepsiCo, Inc. $PEP
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BlackRock Inc. Invests $357.95 Million in Waystar Holding Corp. $WAY

NASDAQ:WAY
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BlackRock Inc. Makes New Investment in BancFirst Corporation $BANF

NASDAQ:BANF
Read BlackRock Inc. Makes New Investment in BancFirst Corporation $BANF
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BlackRock Inc. Takes Position in Iamgold Corporation $IAG

NYSE:IAG
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