Ellevest Inc. lowered its holdings in shares of Public Storage (NYSE:PSA – Free Report) by 18.3% in the second quarter, Holdings Channel.com reports. The institutional investor owned 931 shares of the real estate investment trust’s stock after selling 208 shares during the period. Ellevest Inc.’s holdings in Public Storage were worth $273,000 at the end […]

Savant Capital LLC boosted its position in Woodward, Inc. (NASDAQ:WWD – Free Report) by 9.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 80,914 shares of the technology company’s stock after purchasing an additional 7,138 shares during the period. Savant […]

Atria Investments Inc decreased its holdings in shares of Air Lease Corporation (NYSE:AL – Free Report) by 11.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,254 shares of the transportation company’s stock after selling 2,192 shares during the period. Atria Investments Inc’s holdings in […]

Bank of Montreal Can lowered its position in Edison International (NYSE:EIX – Free Report) by 3.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 683,152 shares of the utilities provider’s stock after selling 26,110 shares during the quarter. […]

Atria Investments Inc grew its position in shares of Conagra Brands (NYSE:CAG – Free Report) by 15.8% in the second quarter, HoldingsChannel reports. The firm owned 56,097 shares of the company’s stock after buying an additional 7,649 shares during the quarter. Atria Investments Inc’s holdings in Conagra Brands were worth $1,148,000 at the end of […]

Ellevest Inc. lessened its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 10.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 2,663 shares of the semiconductor company’s stock after selling 324 shares during the quarter. Ellevest Inc.’s holdings in Lam Research were worth $259,000 as of its most recent […]

Pekin Hardy Strauss Inc. boosted its position in shares of Diana Shipping inc. (NYSE:DSX – Free Report) by 17.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,841,710 shares of the shipping company’s stock after acquiring an additional 417,275 shares during the period. […]

Bank of Montreal Can cut its holdings in AppLovin Corporation (NASDAQ:APP – Free Report) by 46.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 75,327 shares of the company’s stock after selling 65,138 shares during the quarter. Bank of Montreal Can’s […]

Envestnet Asset Management Inc. lifted its position in GitLab Inc. (NASDAQ:GTLB – Free Report) by 5.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 325,170 shares of the company’s stock after purchasing an additional 17,421 shares during the quarter. Envestnet Asset Management Inc.’s holdings […]

Mcrae Capital Management Inc. reduced its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 24.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,839 shares of the conglomerate’s stock after selling 1,250 shares during the quarter. Mcrae Capital Management […]

Excalibur Management Corp lessened its stake in Stryker Corporation (NYSE:SYK – Free Report) by 5.8% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,092 shares of the medical technology company’s stock after selling 190 shares during the quarter. Excalibur Management Corp’s holdings in Stryker were worth $1,223,000 at the end of the most […]

Envestnet Asset Management Inc. lifted its position in shares of Fortive Corporation (NYSE:FTV – Free Report) by 5.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 297,050 shares of the technology company’s stock after buying an additional 15,708 shares during the period. Envestnet […]

Pekin Hardy Strauss Inc. increased its stake in Banco Santander, S.A. (NYSE:SAN – Free Report) by 104.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 241,250 shares of the bank’s stock after purchasing an additional 123,150 shares during the period. […]

Pekin Hardy Strauss Inc. increased its position in shares of Herbalife Ltd (NYSE:HLF – Free Report) by 14.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 437,181 shares of the company’s stock after acquiring an additional 54,100 shares during the period. Pekin Hardy Strauss Inc.’s holdings in Herbalife were worth $3,768,000 as of its […]

Envestnet Asset Management Inc. decreased its stake in shares of Invitation Home (NYSE:INVH – Free Report) by 10.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 492,980 shares of the company’s stock after selling 58,547 shares during the quarter. Envestnet Asset […]

Resona Asset Management Co. Ltd. boosted its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 4.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 53,627 shares of the semiconductor company’s stock after purchasing an additional 2,265 shares during the quarter. […]

Pekin Hardy Strauss Inc. grew its position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 10.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 230,529 shares of the energy company’s stock after buying an additional 21,950 shares during the period. […]

Resona Asset Management Co. Ltd. lifted its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 5.0% during the second quarter, Holdings Channel.com reports. The firm owned 50,920 shares of the construction company’s stock after acquiring an additional 2,445 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Quanta Services […]

Savant Capital LLC lessened its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 507,424 shares of the exchange traded fund’s stock after selling 12,123 shares during the quarter. Savant Capital LLC […]

Pekin Hardy Strauss Inc. grew its position in Alamos Gold Inc. (NYSE:AGI – Free Report) (TSE:AGI) by 2.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 260,097 shares of the basic materials company’s stock after purchasing an additional 6,360 shares during the quarter. Pekin Hardy Strauss Inc.’s holdings in Alamos Gold were worth $6,905,000 […]

First Horizon Advisors Inc. reduced its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 4.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,600 shares of the semiconductor company’s stock after selling 236 shares during the period. First Horizon Advisors […]

Bank of New York Mellon Corp lowered its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 1.4% during the second quarter, HoldingsChannel reports. The fund owned 276,124 shares of the construction company’s stock after selling 3,913 shares during the period. Bank of New York Mellon Corp’s holdings in Comfort Systems USA were […]

SouthState Corp increased its holdings in BHP Group Limited Sponsored ADR (NYSE:BHP – Free Report) by 13.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,753 shares of the mining company’s stock after buying an additional 3,224 shares during the period. SouthState […]

Texas Yale Capital Corp. boosted its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 4.6% in the second quarter, HoldingsChannel reports. The institutional investor owned 14,984 shares of the real estate investment trust’s stock after acquiring an additional 662 shares during the quarter. Texas Yale Capital Corp.’s holdings in American Tower […]

Twin Capital Management Inc. increased its position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 783.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 40,217 shares of the industrial products company’s stock after buying an additional 35,666 shares […]

Savant Capital LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 95,629 shares of the company’s stock after purchasing an additional 2,771 shares during the period. […]

Bastion Asset Management Inc. lifted its holdings in Century Aluminum Company (NASDAQ:CENX – Free Report) by 48.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 239,486 shares of the industrial products company’s stock after purchasing an additional 78,049 shares during the period. Century Aluminum makes up approximately 2.0% of Bastion Asset Management Inc.’s […]

Resona Asset Management Co. Ltd. lessened its holdings in The Kroger Co. (NYSE:KR – Free Report) by 3.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 296,989 shares of the company’s stock after selling 11,470 shares during the quarter. Resona Asset Management Co. […]

Pekin Hardy Strauss Inc. raised its holdings in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 10.8% in the 2nd quarter, HoldingsChannel reports. The fund owned 1,141,860 shares of the real estate investment trust’s stock after acquiring an additional 111,737 shares during the period. AGNC Investment comprises approximately 1.2% of Pekin Hardy Strauss Inc.’s holdings, […]

Bank of New York Mellon Corp lifted its holdings in Rambus, Inc. (NASDAQ:RMBS – Free Report) by 13.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,019,504 shares of the semiconductor company’s stock after buying an additional 235,253 shares during the quarter. […]

Atria Investments Inc trimmed its holdings in shares of Performance Food Group Company (NYSE:PFGC – Free Report) by 12.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,598 shares of the food distribution company’s stock after selling 1,866 shares during the quarter. […]

Moors & Cabot Inc. boosted its stake in shares of Vistra Corp. (NYSE:VST – Free Report) by 28.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,145 shares of the company’s stock after acquiring an additional 1,140 shares during the quarter. Moors & […]

Resona Asset Management Co. Ltd. boosted its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 76,536 shares of the communications equipment provider’s stock after acquiring an additional 2,653 shares during […]

Resona Asset Management Co. Ltd. boosted its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 4.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 96,250 shares of the software maker’s stock after purchasing an additional 3,783 shares during […]

Pekin Hardy Strauss Inc. bought a new stake in Simplify High Yield ETF (NYSEARCA:CDX – Free Report) during the second quarter, Holdings Channel.com reports. The firm bought 94,731 shares of the company’s stock, valued at approximately $2,209,000. Several other hedge funds also recently bought and sold shares of CDX. Beacon Capital Management LLC acquired a […]

Savant Capital LLC trimmed its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,717,079 shares of the company’s stock after selling 577,814 shares during the quarter. Dimensional US […]

Bastion Asset Management Inc. cut its stake in Zeta Global Holdings Corp. (NYSE:ZETA – Free Report) by 18.4% in the second quarter, HoldingsChannel.com reports. The fund owned 166,035 shares of the company’s stock after selling 37,421 shares during the period. Bastion Asset Management Inc.’s holdings in Zeta Global were worth $2,373,000 as of its most […]

Resona Asset Management Co. Ltd. lifted its holdings in shares of PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 5.4% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 194,273 shares of the company’s stock after acquiring an additional 9,992 shares during the period. Resona Asset […]

Atria Investments Inc purchased a new stake in shares of Cousins Properties Incorporated (NYSE:CUZ – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 33,040 shares of the real estate investment trust’s stock, valued at approximately $992,000. Other large investors […]

First Eagle Investment Management LLC cut its holdings in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,200,146 shares of the company’s stock after selling 41,215 shares during the quarter. Elevance Health […]

Savant Capital LLC boosted its holdings in shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 54.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 704,535 shares of the company’s stock after purchasing an additional 247,033 shares during the […]

Pekin Hardy Strauss Inc. lowered its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 54.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 22,055 shares of the company’s stock after selling 26,901 shares during the period. Pekin Hardy Strauss Inc.’s holdings in Merck […]

Claro Advisors LLC cut its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 35.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,284 shares of the company’s stock after selling 4,497 shares during the quarter. Claro […]

OneAscent Wealth Management LLC trimmed its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 21.1% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,875 shares of the company’s stock after selling 5,582 shares during the period. iShares Floating Rate Bond ETF accounts […]

OneAscent Wealth Management LLC purchased a new stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,212 shares of the semiconductor company’s stock, valued at approximately $313,000. Several other […]

First Eagle Investment Management LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 35.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,215,329 shares of the CRM provider’s stock after purchasing an additional 845,389 shares during […]

Bank of Montreal Can trimmed its holdings in Hershey Company (The) (NYSE:HSY – Free Report) by 4.7% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 189,148 shares of the company’s stock after selling 9,426 shares during the quarter. Bank of Montreal Can’s holdings in Hershey were […]

Broadview Financial Management LLC trimmed its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 10.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,624 shares of the real estate investment trust’s stock after selling 2,251 shares during […]

Texas Yale Capital Corp. raised its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 1.2% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 94,913 shares of the asset manager’s stock after acquiring an additional 1,151 shares during the quarter. Texas Yale Capital Corp.’s holdings in KKR & Co. Inc. were worth […]

Moors & Cabot Inc. cut its holdings in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 10.2% in the second quarter, Holdings Channel reports. The institutional investor owned 7,942 shares of the oil and gas company’s stock after selling 904 shares during the quarter. Moors & Cabot Inc.’s holdings in Marathon Petroleum were […]