Strs Ohio lifted its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 199.9% during the second quarter, HoldingsChannel.com reports. The firm owned 276,888 shares of the oil and gas company’s stock after purchasing an additional 184,556 shares during the period. Strs Ohio’s holdings in Phillips 66 were worth $33,033,000 at the end […]

Atria Investments Inc reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.6% during the second quarter, according to its most recent filing with the SEC. The fund owned 107,116 shares of the company’s stock after selling 14,083 shares during the quarter. Atria Investments Inc’s holdings in PepsiCo were worth $14,144,000 at the […]

IFG Advisory LLC lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 84,396 shares of the network equipment provider’s stock after purchasing an additional 1,515 shares during […]

Strs Ohio boosted its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 13.2% in the second quarter, Holdings Channel.com reports. The firm owned 75,929 shares of the construction company’s stock after acquiring an additional 8,879 shares during the period. Strs Ohio’s holdings in Quanta Services were worth $28,707,000 as of its […]

Savvy Advisors Inc. boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 22.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,754 shares of the company’s stock after buying an additional 2,497 shares during the quarter. Savvy Advisors Inc.’s […]

Linscomb Wealth Inc. boosted its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 1.0% in the 2nd quarter, Holdings Channel reports. The firm owned 36,378 shares of the information technology services provider’s stock after buying an additional 344 shares during the period. Linscomb Wealth Inc.’s holdings in Accenture were worth $10,873,000 at […]

IFG Advisory LLC raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 87,923 shares of the exchange traded fund’s stock after acquiring an additional 3,046 shares during the quarter. Invesco […]

Kovack Advisors Inc. cut its stake in shares of Vistra Corp. (NYSE:VST – Free Report) by 12.3% during the second quarter, HoldingsChannel.com reports. The fund owned 69,949 shares of the company’s stock after selling 9,836 shares during the quarter. Vistra makes up approximately 1.3% of Kovack Advisors Inc.’s investment portfolio, making the stock its 10th […]

Amplius Wealth Advisors LLC raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 65.2% in the second quarter, Holdings Channel.com reports. The fund owned 6,066 shares of the retailer’s stock after buying an additional 2,393 shares during the quarter. Amplius Wealth Advisors LLC’s holdings in Walmart were worth $593,000 at the end of […]

Kovack Advisors Inc. trimmed its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 34.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,359 shares of the company’s stock after selling 6,912 shares during the quarter. Kovack Advisors Inc.’s holdings in […]

Kovack Advisors Inc. boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 4.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,436 shares of the company’s stock after buying an additional 149 shares during the quarter. Kovack Advisors […]

Spinnaker Trust grew its position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 5.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,256 shares of the software maker’s stock after buying an additional 119 shares during the […]

Spinnaker Trust bought a new stake in shares of Xylem Inc. (NYSE:XYL – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,650 shares of the industrial products company’s stock, valued at approximately $213,000. Several other large investors […]

HBK Sorce Advisory LLC decreased its position in The Boeing Company (NYSE:BA – Free Report) by 15.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,897 shares of the aircraft producer’s stock after selling 1,450 shares during the quarter. HBK Sorce Advisory LLC’s holdings […]

Kovack Advisors Inc. decreased its holdings in RTX Corporation (NYSE:RTX – Free Report) by 3.3% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 37,721 shares of the company’s stock after selling 1,301 shares during the period. Kovack Advisors Inc.’s holdings in RTX were worth $5,508,000 at the end of the most recent quarter. Other […]

Earned Wealth Advisors LLC boosted its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 6.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,377 shares of the financial services provider’s stock after purchasing an additional 150 shares during the quarter. Earned […]

Linscomb Wealth Inc. grew its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 121,076 shares of the company’s stock after buying an additional 1,272 shares during the quarter. Linscomb […]

AMG National Trust Bank lifted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,216 shares of the company’s stock after buying an additional 365 shares during the quarter. AMG National Trust Bank’s holdings […]

Putney Financial Group LLC raised its stake in GE Aerospace (NYSE:GE – Free Report) by 4,458.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,242 shares of the company’s stock after purchasing an additional 5,127 shares during the period. GE Aerospace accounts for […]

Atria Investments Inc cut its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 11.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,114 shares of the home improvement retailer’s stock after selling 5,815 shares during the period. Atria Investments […]

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. […]

GAM Holding AG boosted its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 12.1% in the second quarter, HoldingsChannel.com reports. The firm owned 110,034 shares of the ride-sharing company’s stock after acquiring an additional 11,902 shares during the period. GAM Holding AG’s holdings in Uber Technologies were worth $10,266,000 as of its most […]

Creekmur Asset Management LLC increased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,851 shares of the company’s stock after buying an additional 395 shares during the period. Creekmur Asset […]

FWG Investments LLC. purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,727 shares of the retailer’s stock, valued at approximately $560,000. Other hedge funds have also bought and sold shares of […]

IFG Advisory LLC decreased its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,358 shares of the exchange traded fund’s stock after selling 1,914 shares during the quarter. IFG Advisory […]

Atria Investments Inc lessened its holdings in RTX Corporation (NYSE:RTX – Free Report) by 12.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 80,128 shares of the company’s stock after selling 11,018 shares during the quarter. Atria Investments Inc’s holdings […]

Simon Quick Advisors LLC increased its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 23.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,100 shares of the CRM provider’s stock after purchasing an additional 1,159 shares during the quarter. Simon […]

Assetmark Inc. increased its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 7.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 676,720 shares of the exchange traded fund’s stock after acquiring an additional 49,368 shares during the period. Assetmark Inc.’s holdings in iShares Gold […]

Pinnacle Associates Ltd. increased its position in Blackstone Inc. (NYSE:BX – Free Report) by 3.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 207,442 shares of the asset manager’s stock after purchasing an additional 7,398 shares during the period. […]

Atria Investments Inc increased its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 4.2% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 118,827 shares of the medical technology company’s stock after purchasing an additional 4,834 shares during the quarter. Atria […]

Murphy Pohlad Asset Management LLC decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 116,895 shares of the biopharmaceutical company’s stock after selling 7,070 shares during the quarter. Murphy Pohlad Asset Management LLC’s […]

Earned Wealth Advisors LLC raised its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.9% in the second quarter, Holdings Channel reports. The firm owned 3,131 shares of the company’s stock after buying an additional 145 shares during the period. Earned Wealth Advisors LLC’s holdings in AbbVie were worth $581,000 as of […]

Heritage Investors Management Corp decreased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 17.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,338 shares of the software maker’s stock after selling 290 shares during the period. […]

Putney Financial Group LLC lifted its stake in Accenture PLC (NYSE:ACN – Free Report) by 481.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 186 shares of the information technology services provider’s stock after buying an additional 154 shares during the quarter. Putney Financial […]

Keybank National Association OH trimmed its stake in Linde PLC (NASDAQ:LIN – Free Report) by 0.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,116 shares of the basic materials company’s stock after selling 181 shares during the period. Keybank National Association OH’s holdings in […]

Pinnacle Associates Ltd. grew its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 9.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,717 shares of the electric vehicle producer’s stock after acquiring an additional 4,739 shares during the period. Pinnacle Associates Ltd.’s […]

Pinnacle Associates Ltd. decreased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,857 shares of the credit services provider’s stock after selling 496 shares during the quarter. Pinnacle Associates […]

Howard Capital Management Inc. grew its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 9.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 839 shares of the company’s stock after acquiring an additional 71 shares during the quarter. Howard Capital […]

AMG National Trust Bank boosted its holdings in shares of Stryker Corporation (NYSE:SYK – Free Report) by 0.8% during the second quarter, HoldingsChannel.com reports. The firm owned 15,695 shares of the medical technology company’s stock after purchasing an additional 122 shares during the period. AMG National Trust Bank’s holdings in Stryker were worth $6,209,000 at […]

Atria Investments Inc lifted its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,877 shares of the asset manager’s stock after purchasing an additional 1,876 shares during […]

HBK Sorce Advisory LLC lessened its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,567 shares of the manufacturing equipment provider’s stock after selling 76 shares during the quarter. HBK Sorce […]

Pinnacle Associates Ltd. reduced its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 19.8% 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 476,943 shares of the semiconductor company’s stock after selling 117,775 shares during […]

Strs Ohio increased its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 13.8% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 379,114 shares of the transportation company’s stock after buying an additional 46,015 shares during the quarter. Strs Ohio’s holdings in United Parcel […]

Keybank National Association OH increased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 34,888 shares of the exchange traded fund’s stock after purchasing an additional 726 shares during the period. Keybank National Association OH’s holdings in Invesco QQQ were worth $19,246,000 […]

Strs Ohio lifted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 4.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 429,884 shares of the company’s stock after purchasing an additional 16,556 shares during the period. Strs […]

Creekmur Asset Management LLC lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 48.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,162 shares of the company’s stock after acquiring an additional 1,036 shares during the quarter. Creekmur Asset […]

Carret Asset Management LLC trimmed its position in Intel Corporation (NASDAQ:INTC – Free Report) by 22.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,592 shares of the chip maker’s stock after selling 8,396 shares during the quarter. Carret Asset Management LLC’s […]

Pinnacle Associates Ltd. boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 54,182 shares of the company’s stock after acquiring an additional 797 shares during the period. […]

Creekmur Asset Management LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 69.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,316 shares of the retailer’s stock after buying an additional 23,879 shares during the quarter. […]

Kovack Advisors Inc. increased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,984 shares of the credit services provider’s stock after acquiring an additional 182 shares during the quarter. Kovack Advisors […]