Callahan Advisors LLC increased its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 18.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,219 shares of the software company’s stock after buying an additional 3,599 shares during the quarter. Callahan Advisors […]

Rosenberg Matthew Hamilton grew its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 35.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,416 shares of the real estate investment trust’s stock after buying an additional 630 shares during […]

Bridges Investment Management Inc. trimmed its position in BlackRock (NYSE:BLK – Free Report) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 86,470 shares of the asset manager’s stock after selling 1,263 shares during the quarter. BlackRock comprises approximately 1.2% of […]

Evernest Financial Advisors LLC lessened its holdings in Crh Plc (NYSE:CRH – Free Report) by 5.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,688 shares of the construction company’s stock after selling 155 shares during the period. Evernest Financial Advisors LLC’s holdings in CRH […]

Nvest Financial LLC increased its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,274 shares of the company’s stock after buying an additional 13 shares during the period. Nvest Financial LLC’s […]

Sagespring Wealth Partners LLC raised its position in Strategy Inc (NASDAQ:MSTR – Free Report) by 78.2% during the second quarter, HoldingsChannel.com reports. The firm owned 1,982 shares of the software maker’s stock after buying an additional 870 shares during the quarter. Sagespring Wealth Partners LLC’s holdings in Strategy were worth $801,000 as of its most […]

Aire Advisors LLC raised its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 6.7% during the second quarter, Holdings Channel reports. The firm owned 29,934 shares of the pipeline company’s stock after buying an additional 1,882 shares during the period. Aire Advisors LLC’s holdings in Energy Transfer were worth $543,000 at […]

Private Wealth Asset Management LLC trimmed its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 13.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 345 shares of the Wireless communications provider’s stock after selling 54 shares during the quarter. Private Wealth Asset […]

Rosenberg Matthew Hamilton lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.7% during the second quarter, HoldingsChannel.com reports. The fund owned 666 shares of the company’s stock after acquiring an additional 24 shares during the period. Rosenberg Matthew Hamilton’s holdings in Eli Lilly and Company were worth $519,000 at the […]

Creekside Partners grew its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 11.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 993 shares of the company’s stock after purchasing an additional 101 shares during the period. Creekside Partners’ […]

Turtle Creek Wealth Advisors LLC raised its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 16.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,989 shares of the healthcare product maker’s stock after purchasing an […]

WCM Investment Management LLC lessened its stake in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 7.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 893,991 shares of the technology company’s stock after selling 75,217 shares during the period. WCM Investment Management LLC owned […]

Stableford Capital II LLC lifted its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 13.9% during the second quarter, Holdings Channel.com reports. The institutional investor owned 7,453 shares of the oil and gas company’s stock after acquiring an additional 911 shares during the quarter. Stableford Capital II LLC’s holdings in Chevron were […]

Private Wealth Asset Management LLC decreased its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,628 shares of the utilities provider’s stock after selling 403 shares during […]

New York State Teachers Retirement System lowered its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 0.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 844,919 shares of the CRM provider’s stock after selling 541 shares during the quarter. Salesforce comprises […]

Nvest Financial LLC raised its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 15.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,606 shares of the specialty chemicals company’s stock after purchasing an additional 899 shares during the quarter. Sherwin-Williams accounts […]

Equitable Trust Co. lessened its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,326 shares of the company’s stock after selling 128 shares during the quarter. Equitable Trust Co.’s holdings […]

Twin Tree Management LP cut its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 18.6% in the second quarter, HoldingsChannel reports. The fund owned 22,850 shares of the company’s stock after selling 5,230 shares during the period. Twin Tree Management LP’s holdings in L3Harris Technologies were worth $5,732,000 as of its […]

Envestnet Portfolio Solutions Inc. cut its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 5.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,836 shares of the business services provider’s stock after selling 423 shares during the period. Envestnet […]

Davidson Investment Advisors boosted its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 29.0% 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 256,566 shares of the pharmacy operator’s stock after purchasing an additional 57,733 shares during […]

WealthPLAN Partners LLC reduced its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 58.8% in the 2nd quarter, HoldingsChannel reports. The fund owned 792 shares of the information technology services provider’s stock after selling 1,130 shares during the period. WealthPLAN Partners LLC’s holdings in ServiceNow were worth $814,000 at the end of the most […]

WealthPLAN Partners LLC lowered its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,430 shares of the company’s stock after selling 288 shares during the period. WealthPLAN […]

Bridges Investment Management Inc. lifted its position in shares of APi Group Corporation (NYSE:APG – Free Report) by 15.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 70,610 shares of the company’s stock after buying an additional 9,435 shares during the period. Bridges Investment Management Inc.’s holdings […]

Allianz Asset Management GmbH increased its position in shares of Tapestry, Inc. (NYSE:TPR – Free Report) by 45.2% during the second quarter, HoldingsChannel.com reports. The fund owned 1,357,398 shares of the luxury accessories retailer’s stock after acquiring an additional 422,259 shares during the period. Allianz Asset Management GmbH’s holdings in Tapestry were worth $119,193,000 at […]

Boston Trust Walden Corp reduced its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 14.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,143 shares of the company’s stock after selling 2,322 shares during the quarter. Boston Trust Walden […]

Cornerstone Wealth Group LLC bought a new position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 933 shares of the business services provider’s stock, valued at approximately $208,000. Other hedge funds and other institutional […]

WCM Investment Management LLC grew its holdings in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 5.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,426,471 shares of the life sciences company’s stock after acquiring an additional 247,460 shares during the quarter. WCM […]

TD Asset Management Inc lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 554,515 shares of the semiconductor manufacturer’s stock after selling 18,142 shares during the period. TD Asset […]

Rockbridge Capital Management LLC purchased a new position in shares of GE Aerospace (NYSE:GE – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 875 shares of the company’s stock, valued at approximately $225,000. GE Aerospace accounts for 0.1% of Rockbridge Capital Management LLC’s holdings, […]

Private Wealth Asset Management LLC lowered its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 21.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 919 shares of the conglomerate’s stock after selling 245 shares during the period. Private Wealth Asset […]

Turtle Creek Wealth Advisors LLC raised its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 7.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,090 shares of the semiconductor company’s stock after purchasing an additional 5,745 shares during […]

Private Wealth Asset Management LLC cut its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,376 shares of the pharmacy operator’s stock after selling 482 shares during the quarter. Private Wealth Asset Management […]

WealthPLAN Partners LLC decreased its position in Abbott Laboratories (NYSE:ABT – Free Report) by 7.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,734 shares of the healthcare product maker’s stock after selling 435 shares during the period. WealthPLAN Partners LLC’s holdings in Abbott […]

Turtle Creek Wealth Advisors LLC cut its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 18.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,222 shares of the semiconductor company’s stock after selling 7,596 shares during the period. Turtle Creek […]

Interchange Capital Partners LLC lessened its position in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 76.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 540 shares of the medical equipment provider’s stock after selling 1,757 shares during the quarter. Interchange Capital […]

WCM Investment Management LLC cut its holdings in shares of Credicorp Ltd. (NYSE:BAP – Free Report) by 3.6% in the second quarter, Holdings Channel reports. The institutional investor owned 269,176 shares of the bank’s stock after selling 10,115 shares during the quarter. WCM Investment Management LLC’s holdings in Credicorp were worth $60,269,000 as of its […]

Turtle Creek Wealth Advisors LLC increased its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 19.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 16,816 shares of the oil and gas company’s stock after purchasing an additional 2,787 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Chevron were […]

Cornerstone Wealth Group LLC purchased a new stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 660 shares of the software company’s stock, valued at approximately $204,000. Other institutional investors also recently […]

Uptick Partners LLC purchased a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,344 shares of the semiconductor company’s stock, valued at approximately $279,000. A number of other hedge funds […]

Interchange Capital Partners LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 94.9% in the second quarter, HoldingsChannel reports. The firm owned 287 shares of the entertainment giant’s stock after selling 5,387 shares during the period. Interchange Capital Partners LLC’s holdings in Walt Disney were worth $36,000 as of its […]

Omnia Family Wealth LLC raised its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 2.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,822 shares of the entertainment giant’s stock after acquiring an additional 371 shares during the quarter. […]

Nvest Financial LLC reduced its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 11.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,223 shares of the aerospace company’s stock after selling 398 shares during the period. Nvest Financial […]

New York State Teachers Retirement System lifted its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 1.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 896,380 shares of the electronics maker’s stock after purchasing an additional 12,884 shares […]

Bridges Investment Management Inc. lessened its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 671,927 shares of the railroad operator’s stock after selling 2,370 shares during the period. Union Pacific […]

Evernest Financial Advisors LLC purchased a new position in Transdigm Group Incorporated (NYSE:TDG – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 174 shares of the aerospace company’s stock, valued at approximately $265,000. A number of other institutional […]

New York State Teachers Retirement System raised its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 0.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 561,566 shares of the aircraft producer’s stock after acquiring an additional 5,153 shares during the […]

Rosenberg Matthew Hamilton lifted its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 45.1% in the 2nd quarter, Holdings Channel reports. The firm owned 701 shares of the specialty chemicals company’s stock after acquiring an additional 218 shares during the period. Rosenberg Matthew Hamilton’s holdings in Sherwin-Williams were worth $241,000 at […]

WealthPlan Investment Management LLC lessened its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 11.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,533 shares of the exchange traded fund’s stock after selling 2,544 […]

Creekside Partners boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.7% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,126 shares of the company’s stock after buying an additional 272 shares during the quarter. Creekside Partners’ holdings […]

New York State Teachers Retirement System cut its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 1.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 102,058 shares of the company’s stock after selling 1,271 shares during the […]