Amalgamated Bank cut its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 0.5% in the 2nd quarter, Holdings Channel reports. The fund owned 120,753 shares of the utilities provider’s stock after selling 553 shares during the period. Amalgamated Bank’s holdings in ONEOK were worth $9,857,000 as of its most recent SEC filing. […]

Amalgamated Bank grew its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 2.1% in the second quarter, according to its most recent filing with the SEC. The firm owned 96,278 shares of the company’s stock after acquiring an additional 1,948 shares during the quarter. Amalgamated Bank’s holdings in Zoetis were worth $15,015,000 […]

Strs Ohio lifted its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 532,443 shares of the company’s stock after acquiring an additional 31,713 shares during the […]

Motco lessened its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 20.1% during the second quarter, Holdings Channel reports. The firm owned 890 shares of the industrial products company’s stock after selling 224 shares during the period. Motco’s holdings in Illinois Tool Works were worth $228,000 as of its most recent SEC […]

Linscomb Wealth Inc. raised its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,721 shares of the asset manager’s stock after acquiring an additional 189 shares during the quarter. BlackRock makes […]

AMG National Trust Bank grew its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 68,889 shares of the retailer’s stock after acquiring an additional 1,631 shares during the period. AMG […]

Savvy Advisors Inc. raised its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 13.2% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,492 shares of the company’s stock after acquiring an additional 2,150 shares during the quarter. Savvy […]

Putney Financial Group LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 17.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 777 shares of the retailer’s stock after selling 165 shares during the quarter. Putney Financial Group […]

Savvy Advisors Inc. boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 28.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,555 shares of the company’s stock after acquiring an additional 571 shares during the quarter. Savvy Advisors […]

Putney Financial Group LLC cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 22.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,179 shares of the oil and gas company’s stock after selling 350 shares during the quarter. […]

UNIVEST FINANCIAL Corp decreased its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 7.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 2,883 shares of the utilities provider’s stock after selling 222 shares during the period. UNIVEST FINANCIAL Corp’s holdings in Duke Energy were worth $340,000 at the end […]

Putney Financial Group LLC cut its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 797 shares of the exchange traded fund’s stock after selling 100 shares during the period. Putney Financial Group […]

Earned Wealth Advisors LLC boosted its holdings in Tapestry, Inc. (NYSE:TPR – Free Report) by 1.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,304 shares of the luxury accessories retailer’s stock after buying an additional 116 shares during the period. […]

HBK Sorce Advisory LLC lifted its position in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 30.5% in the second quarter, HoldingsChannel.com reports. The firm owned 1,047 shares of the semiconductor company’s stock after purchasing an additional 245 shares during the period. HBK Sorce Advisory LLC’s holdings in ASML were worth $839,000 at […]

HBK Sorce Advisory LLC reduced its stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 5.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,567 shares of the semiconductor provider’s stock after selling 215 shares during the period. HBK Sorce Advisory LLC’s […]

Pinnacle Associates Ltd. raised its holdings in shares of FedEx Corporation (NYSE:FDX – Free Report) by 0.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 81,974 shares of the shipping service provider’s stock after buying an additional 148 shares during the […]

Terril Brothers Inc. grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 703 shares of the company’s stock after purchasing an additional 53 shares during the period. Eli Lilly and Company makes […]

Assetmark Inc. boosted its holdings in ConocoPhillips (NYSE:COP – Free Report) by 25.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 360,466 shares of the energy producer’s stock after buying an additional 72,869 shares during the period. Assetmark Inc.’s holdings […]

Moody Aldrich Partners LLC trimmed its holdings in shares of Southwest Gas Corporation (NYSE:SWX – Free Report) by 26.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 93,928 shares of the utilities provider’s stock after selling 34,245 shares during the period. Southwest Gas accounts for […]

Premier Path Wealth Partners LLC cut its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 7.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,488 shares of the business services provider’s stock after selling 1,181 shares during the period. […]

BLB&B Advisors LLC decreased its position in BlackRock (NYSE:BLK – Free Report) by 11.5% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 922 shares of the asset manager’s stock after selling 120 shares during the quarter. BLB&B Advisors LLC’s holdings in BlackRock were worth $967,000 as of its most recent SEC filing. Other […]

Spinnaker Trust lifted its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 2.0% in the second quarter, HoldingsChannel.com reports. The fund owned 100,540 shares of the technology company’s stock after acquiring an additional 1,992 shares during the period. Spinnaker Trust’s holdings in AT&T were worth $2,910,000 as of its most recent filing […]

Murphy Pohlad Asset Management LLC cut its position in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 0.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 70,230 shares of the basic materials company’s stock after selling 250 shares during the quarter. Cameco accounts for 2.2% of Murphy Pohlad Asset Management LLC’s portfolio, making […]

Keybank National Association OH lowered its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 2.3% during the second quarter, Holdings Channel reports. The firm owned 42,053 shares of the industrial products company’s stock after selling 984 shares during the quarter. Keybank National Association OH’s holdings in Rockwell Automation were worth $13,969,000 […]

GAM Holding AG raised its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 35.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 144,036 shares of the semiconductor company’s stock after acquiring an additional 37,341 shares during the quarter. […]

Keybank National Association OH lowered its stake in shares of Transocean Ltd. (NYSE:RIG – Free Report) by 19.6% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 10,837,010 shares of the offshore drilling services provider’s stock after selling 2,643,341 shares during the period. Keybank National Association OH […]

Putney Financial Group LLC trimmed its holdings in Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 10.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,030 shares of the company’s stock after selling 605 shares during the period. Putney Financial Group LLC’s holdings in Sphere Entertainment were worth $210,000 as of its most […]

Retirement Systems of Alabama cut its holdings in Exelon Corporation (NASDAQ:EXC – Free Report) by 1.3% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 923,103 shares of the company’s stock after selling 11,935 shares during the quarter. Retirement Systems of Alabama owned approximately […]

BLB&B Advisors LLC reduced its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 9.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,565 shares of the financial services provider’s stock after selling 268 shares during the […]

Savvy Advisors Inc. increased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 24.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,700 shares of the semiconductor manufacturer’s stock after buying an additional 2,323 shares during the quarter. […]

Amplius Wealth Advisors LLC lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,275 shares of the exchange traded fund’s stock after buying an additional 200 shares during the […]

Carret Asset Management LLC cut its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 2.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,368 shares of the semiconductor company’s stock after selling 147 shares during the quarter. […]

Retirement Systems of Alabama cut its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 182,140 shares of the industrial products company’s stock after selling 2,401 shares during […]

Spinnaker Trust cut its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 11.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,203 shares of the industrial products company’s stock after selling 518 shares during […]

Retirement Systems of Alabama lowered its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 0.7% in the second quarter, HoldingsChannel.com reports. The firm owned 102,330 shares of the Wireless communications provider’s stock after selling 716 shares during the quarter. Retirement Systems of Alabama’s holdings in T-Mobile US were worth $24,381,000 at the end […]

HBK Sorce Advisory LLC increased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 48.5% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 8,487 shares of the exchange traded fund’s stock after buying an additional 2,773 shares during the quarter. HBK Sorce Advisory […]

BLB&B Advisors LLC reduced its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 3.7% during the 2nd quarter, Holdings Channel reports. The firm owned 22,675 shares of the utilities provider’s stock after selling 863 shares during the quarter. BLB&B Advisors LLC’s holdings in Duke Energy were worth $2,676,000 at the end of the […]

AMG National Trust Bank lifted its stake in AT&T Inc. (NYSE:T – Free Report) by 0.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 154,628 shares of the technology company’s stock after purchasing an additional 466 shares during the quarter. AMG National […]

HBK Sorce Advisory LLC lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 5.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 27,469 shares of the company’s stock after selling 1,711 shares during the period. HBK Sorce Advisory LLC’s holdings in Mondelez […]

ArborFi Advisors LLC grew its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 21.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 4,539 shares of the exchange traded fund’s stock after purchasing an additional 802 shares during the […]

Murphy Pohlad Asset Management LLC increased its stake in The Mosaic Company (NYSE:MOS – Free Report) by 1.8% in the 2nd quarter, Holdings Channel reports. The fund owned 33,275 shares of the basic materials company’s stock after buying an additional 600 shares during the quarter. Murphy Pohlad Asset Management LLC’s holdings in Mosaic were worth […]

Assetmark Inc. grew its stake in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 11.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 250,702 shares of the oil and natural gas company’s stock after purchasing an additional 26,155 shares during […]

Putney Financial Group LLC purchased a new stake in shares of MP Materials Corp. (NYSE:MP – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,105 shares of the company’s stock, valued at approximately $70,000. Several other institutional investors […]

Putney Financial Group LLC trimmed its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,065 shares of the semiconductor manufacturer’s stock after selling 160 shares during the quarter. Putney […]

Earned Wealth Advisors LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 39.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,592 shares of the company’s stock after acquiring an additional 8,073 shares […]

Assetmark Inc. grew its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 7.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 53,907 shares of the medical equipment provider’s stock after buying an additional 3,625 shares during the quarter. Assetmark Inc.’s […]

UNIVEST FINANCIAL Corp bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 2,052 shares of the company’s stock, valued at approximately $280,000. Several other institutional investors also recently added to or reduced their stakes in the stock. Aljian Capital Management LLC grew […]

Lockheed Martin Investment Management Co. lessened its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.4% in the second quarter, HoldingsChannel reports. The firm owned 73,760 shares of the company’s stock after selling 5,060 shares during the period. Lockheed Martin Investment Management Co.’s holdings in PepsiCo were worth $9,739,000 at the end of the […]

Mesirow Financial Investment Management Inc. lessened its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 0.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 100,338 shares of the information technology services provider’s stock after selling 412 shares during the period. […]

Ashton Thomas Private Wealth LLC cut its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 74.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,911 shares of the credit services provider’s stock after selling 29,116 shares during the […]