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Confluence Wealth Services Inc. Acquires 7,899 Shares of Broadcom Inc. $AVGO

Confluence Wealth Services Inc. raised its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 18.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,864 shares of the semiconductor manufacturer's stock after acquir

NASDAQ:AVGO
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Confluence Wealth Services Inc. Raises Stock Holdings in JPMorgan Chase & Co. $JPM

Confluence Wealth Services Inc. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 27.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 62,628 shares of the financial services provider's s

NYSE:JPM
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Diversified Trust Co. Reduces Holdings in Procter & Gamble Company (The) $PG

Diversified Trust Co. cut its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 52.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 55,420 shares of the company's stock

NYSE:PG
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Diversified Trust Co. Lowers Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Diversified Trust Co. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 62,707 shares of the semiconductor company's stock after selling 4,190 shares

NYSE:TSM
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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by GRIMES & Co WEALTH MANAGEMENT LLC

GRIMES & Co WEALTH MANAGEMENT LLC lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 134,8

NYSE:TSM
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Fort Washington Investment Advisors Inc. OH Acquires 36,120 Shares of International Business Machines Corporation $IBM

Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 12.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,199 sh

NYSE:IBM
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Procter & Gamble Company (The) $PG Holdings Boosted by Fort Washington Investment Advisors Inc. OH

NYSE:PG
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Farther Finance Advisors LLC Raises Holdings in Procter & Gamble Company (The) $PG

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Farther Finance Advisors LLC Buys 4,280 Shares of Caterpillar Inc. $CAT

NYSE:CAT
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Financial Synergies Wealth Advisors Inc. Buys 1,727 Shares of Tesla, Inc. $TSLA

NASDAQ:TSLA
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Fifth Third Wealth Advisors LLC Purchases 3,592 Shares of Tesla, Inc. $TSLA

NASDAQ:TSLA
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Caterpillar Inc. $CAT Stock Holdings Increased by Fifth Third Wealth Advisors LLC

NYSE:CAT
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Fairvoy Private Wealth LLC Decreases Stock Position in Procter & Gamble Company (The) $PG

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Fairvoy Private Wealth LLC Acquires 3,845 Shares of Caterpillar Inc. $CAT

NYSE:CAT
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Antero Midstream Corporation $AM Stock Holdings Decreased by Empowered Funds LLC

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Alphabet Inc. $GOOGL Shares Sold by Diversified Management Inc.

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Alphabet Inc. $GOOGL Shares Acquired by Generali Investments Management Co LLC

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Alphabet Inc. $GOOGL Holdings Lessened by City Holding Co.

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GoalVest Advisory LLC Has $4.38 Million Position in NVIDIA Corporation $NVDA

NASDAQ:NVDA
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Everpar Advisors LLC Boosts Stock Holdings in NVIDIA Corporation $NVDA

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First National Bank of Mount Dora Trust Investment Services Trims Holdings in NVIDIA Corporation $NVDA

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NVIDIA Corporation $NVDA Shares Purchased by Gradient Investments LLC

NASDAQ:NVDA
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Evanson Financial LLC Invests $8 Million in Amazon.com, Inc. $AMZN

NASDAQ:AMZN
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Grove Bank & Trust Acquires 4,234 Shares of Apple Inc. $AAPL

NASDAQ:AAPL
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CoreCap Advisors LLC Boosts Position in Apple Inc. $AAPL

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CX Institutional Sells 2,831 Shares of Microsoft Corporation $MSFT

NASDAQ:MSFT
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First County Bank CT Buys 2,027 Shares of Microsoft Corporation $MSFT

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Microsoft Corporation $MSFT Shares Sold by Confluence Investment Management LLC

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First Financial Bank Trust Division Grows Position in Microsoft Corporation $MSFT

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Microsoft Corporation $MSFT Shares Sold by Eastern Bank

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