Avion Wealth cut its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 57.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 70 shares of the company’s stock after selling 95 shares during the quarter. Avion Wealth’s holdings in CrowdStrike were worth $35,000 […]

AlTi Global Inc. grew its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 24.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,109 shares of the electric vehicle producer’s stock after purchasing an additional 7,846 shares during the quarter. AlTi Global […]

GenTrust LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,513 shares of the electric vehicle producer’s stock after acquiring an additional 2,644 shares during the period. GenTrust LLC’s holdings in Tesla […]

AlTi Global Inc. lifted its position in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 447.8% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 37,573 shares of the business services provider’s stock after buying an additional 30,714 shares during the quarter. AlTi […]

AlTi Global Inc. boosted its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.3% in the 2nd quarter, Holdings Channel reports. The fund owned 48,104 shares of the company’s stock after buying an additional 4,094 shares during the period. AlTi Global Inc.’s holdings in AbbVie were worth $9,042,000 as of its most […]

Avion Wealth reduced its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 46.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 105 shares of the CRM provider’s stock after selling 91 shares during the quarter. Avion Wealth’s holdings in Salesforce were worth $28,000 as of its most recent SEC […]

AlTi Global Inc. boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.4% during the second quarter, Holdings Channel.com reports. The institutional investor owned 14,767 shares of the home improvement retailer’s stock after acquiring an additional 490 shares during the period. AlTi Global Inc.’s holdings in Home Depot were worth $5,431,000 […]

FSM Wealth Advisors LLC lessened its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 4.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,381 shares of the CRM provider’s stock after selling 69 shares during the period. FSM Wealth Advisors […]

Cullen Frost Bankers Inc. lessened its position in U.S. Bancorp (NYSE:USB – Free Report) by 14.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 51,384 shares of the financial services provider’s stock after selling 8,531 shares during the quarter. […]

GenTrust LLC lessened its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 26.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,644 shares of the financial services provider’s stock after selling 3,902 shares during the quarter. GenTrust LLC’s […]

GenTrust LLC decreased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,268 shares of the company’s stock after selling 7,716 shares during the quarter. GenTrust LLC’s holdings in […]

LJI Wealth Management LLC cut its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 24.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,029 shares of the biopharmaceutical company’s stock after selling 2,876 shares during the quarter. LJI […]

R Squared Ltd purchased a new position in Amphenol Corporation (NYSE:APH – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 13,239 shares of the electronics maker’s stock, valued at approximately $1,307,000. Amphenol makes up 0.7% of R Squared Ltd’s portfolio, making the […]

Forum Financial Management LP lifted its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 12.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,479 shares of the company’s stock after buying an additional 162 shares during the period. Forum Financial […]

180 Wealth Advisors LLC lowered its holdings in RTX Corporation (NYSE:RTX – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,894 shares of the company’s stock after selling 205 shares during the quarter. 180 Wealth Advisors LLC’s […]

R Squared Ltd lifted its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 50.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,450 shares of the apparel and home fashions retailer’s stock after buying an additional 2,500 shares during […]

GenTrust LLC lifted its position in Coinbase Global, Inc. (NASDAQ:COIN) by 192.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 17,219 shares of the cryptocurrency exchange’s stock after purchasing an additional 11,340 shares during the period. GenTrust LLC’s holdings in Coinbase Global were worth $6,035,000 as of […]

Lazard Freres Gestion S.A.S. reduced its holdings in Cigna Group (NYSE:CI – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,246 shares of the health services provider’s stock after selling 320 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings […]

LifeWealth Investments LLC purchased a new stake in CrowdStrike (NASDAQ:CRWD – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 598 shares of the company’s stock, valued at approximately $305,000. Other institutional investors and hedge funds also recently modified their holdings of […]

LJI Wealth Management LLC acquired a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm acquired 265 shares of the software maker’s stock, valued at approximately $209,000. A number of other hedge funds have also recently bought and sold shares […]

Intelligent Financial Strategies reduced its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 48.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,165 shares of the footwear maker’s stock after selling 1,089 shares during the quarter. Intelligent Financial Strategies’ holdings in NIKE were worth $83,000 at the end of the […]

R Squared Ltd acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) in the second quarter, Holdings Channel reports. The institutional investor acquired 648 shares of the company’s stock, valued at approximately $505,000. A number of other hedge funds have also bought and sold shares of the company. Brighton Jones LLC […]

AlTi Global Inc. reduced its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 24.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,489 shares of the exchange traded fund’s stock after selling 5,723 shares […]

Asset Management One Co. Ltd. grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 636,970 shares of the company’s stock after buying an additional 6,064 shares during the quarter. Asset Management One Co. Ltd.’s holdings in PepsiCo were worth $84,106,000 as of […]

Lazard Freres Gestion S.A.S. decreased its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 30.4% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,938 shares of the information technology services provider’s stock after selling 1,721 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings in ServiceNow were worth $4,048,000 at the end […]

Asset Management One Co. Ltd. boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,309,495 shares of the electric vehicle producer’s stock after purchasing an additional 20,215 shares during […]

AlTi Global Inc. raised its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 2.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 170,442 shares of the oil and gas company’s stock after acquiring an additional 4,767 shares during the period. […]

180 Wealth Advisors LLC lessened its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,133 shares of the oil and gas company’s stock after selling 177 shares during […]

LJI Wealth Management LLC cut its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,049 shares of the exchange traded fund’s stock after selling 1,819 shares during the period. Invesco […]

KPP Advisory Services LLC trimmed its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 40.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,001 shares of the chip maker’s stock after selling 6,688 shares during the period. KPP Advisory Services LLC’s holdings in […]

Whittier Trust Co. reduced its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 11.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,562 shares of the credit services provider’s stock after selling 750 shares during the quarter. Whittier Trust […]

Guardian Asset Advisors LLC raised its position in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 1.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,097 shares of the software maker’s stock after purchasing an additional 160 shares during […]

Brookstone Capital Management boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 2.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,856 shares of the company’s stock after buying an additional 531 shares during the period. Brookstone Capital Management’s […]

LJI Wealth Management LLC acquired a new stake in shares of Block, Inc. (NYSE:XYZ – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,110 shares of the technology company’s stock, valued at approximately $483,000. Other hedge funds and other […]

Moser Wealth Advisors LLC reduced its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.7% in the second quarter, HoldingsChannel.com reports. The fund owned 13,959 shares of the credit services provider’s stock after selling 95 shares during the quarter. Mastercard accounts for 3.8% of Moser Wealth Advisors LLC’s holdings, making the stock […]

Principle Wealth Partners LLC increased its stake in CrowdStrike (NASDAQ:CRWD – Free Report) by 112.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,484 shares of the company’s stock after purchasing an additional 787 shares during the period. Principle Wealth Partners LLC’s […]

Catalyst Capital Advisors LLC decreased its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 14.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,135 shares of the financial services provider’s stock after selling 527 shares during the […]

Guardian Asset Advisors LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.9% during the second quarter, HoldingsChannel.com reports. The firm owned 1,923 shares of the CRM provider’s stock after buying an additional 124 shares during the period. Guardian Asset Advisors LLC’s holdings in Salesforce were worth $525,000 as of […]

AlTi Global Inc. raised its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,987 shares of the conglomerate’s stock after acquiring an additional 337 shares during the quarter. AlTi Global Inc.’s […]

Carnegie Investment Counsel cut its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 8.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,714 shares of the home improvement retailer’s stock after selling 8,199 shares during the quarter. […]

Benin Management CORP boosted its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 41,801 shares of the oil and gas company’s stock after purchasing an additional 1,147 shares […]

Freedom Investment Management Inc. reduced its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,788 shares of the software company’s stock after selling 108 shares during the quarter. […]

FSM Wealth Advisors LLC boosted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 78.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,536 shares of the company’s stock after buying an additional 1,115 shares during the period. […]

180 Wealth Advisors LLC cut its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 18.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,134 shares of the Internet television network’s stock after selling 481 shares during the period. 180 Wealth Advisors […]

Parcion Private Wealth LLC lessened its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 29.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,683 shares of the oil and gas company’s stock after selling 3,161 shares […]

Asset Management One Co. Ltd. grew its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.9% in the 2nd quarter, HoldingsChannel reports. The firm owned 340,761 shares of the medical research company’s stock after buying an additional 6,506 shares during the quarter. Asset Management One Co. Ltd.’s holdings in Amgen were worth $95,144,000 as […]

LJI Wealth Management LLC reduced its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,017 shares of the aircraft producer’s stock after selling 65 shares during […]

Asset Management One Co. Ltd. raised its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 1.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 717,586 shares of the enterprise software provider’s stock after buying an additional […]

AlTi Global Inc. increased its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 1.7% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 513,209 shares of the ride-sharing company’s stock after buying an additional 8,453 shares during the quarter. Uber […]

CAP Partners LLC raised its position in Coinbase Global, Inc. (NASDAQ:COIN) by 11.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,106 shares of the cryptocurrency exchange’s stock after buying an additional 615 shares during the quarter. Coinbase Global comprises […]