Aberdeen Group plc reduced its stake in Gartner, Inc. (NYSE:IT – Free Report) by 1.4% in the second quarter, Holdings Channel.com reports. The institutional investor owned 66,658 shares of the information technology services provider’s stock after selling 922 shares during the period. Aberdeen Group plc’s holdings in Gartner were worth $26,856,000 at the end of […]

SPC Financial Inc. acquired a new stake in Morgan Stanley (NYSE:MS – Free Report) in the 2nd quarter, Holdings Channel reports. The fund acquired 2,187 shares of the financial services provider’s stock, valued at approximately $308,000. Other large investors also recently bought and sold shares of the company. CBIZ Investment Advisory Services LLC boosted its […]

Aberdeen Group plc lowered its position in Knife River Corporation (NYSE:KNF – Free Report) by 12.3% during the second quarter, HoldingsChannel.com reports. The fund owned 260,654 shares of the company’s stock after selling 36,528 shares during the quarter. Aberdeen Group plc’s holdings in Knife River were worth $21,280,000 at the end of the most recent […]

Cyndeo Wealth Partners LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 35.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,191 shares of the information services provider’s stock after selling 18,945 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings […]

Inspire Investing LLC raised its position in MFA Financial, Inc. (NYSE:MFA – Free Report) by 24.1% during the second quarter, Holdings Channel reports. The institutional investor owned 41,464 shares of the real estate investment trust’s stock after buying an additional 8,041 shares during the quarter. Inspire Investing LLC’s holdings in MFA Financial were worth $392,000 […]

Antonelli Financial Advisors LLC boosted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,157 shares of the information services provider’s stock after buying an additional 350 shares during […]

Robertson Stephens Wealth Management LLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 90,425 shares of the information services provider’s stock after selling 8,399 shares during the quarter. Robertson Stephens Wealth Management […]

Atria Wealth Solutions Inc. decreased its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 76.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,453 shares of the retailer’s stock after selling 34,388 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in […]

Vanguard Personalized Indexing Management LLC increased its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 21.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,151 shares of the company’s stock after purchasing an additional 4,415 shares during the […]

Inspire Investing LLC raised its stake in Middlesex Water Company (NASDAQ:MSEX – Free Report) by 35.0% in the second quarter, Holdings Channel reports. The fund owned 7,239 shares of the utilities provider’s stock after purchasing an additional 1,876 shares during the quarter. Inspire Investing LLC’s holdings in Middlesex Water were worth $392,000 at the end […]

Vanguard Personalized Indexing Management LLC boosted its stake in Corteva, Inc. (NYSE:CTVA – Free Report) by 28.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 84,398 shares of the company’s stock after acquiring an additional 18,456 shares during the period. […]

Total Clarity Wealth Management Inc. grew its position in Salesforce Inc. (NYSE:CRM – Free Report) by 35.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 926 shares of the CRM provider’s stock after buying an additional 240 shares […]

Vanguard Personalized Indexing Management LLC lifted its position in RELX PLC (NYSE:RELX – Free Report) by 16.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 106,180 shares of the technology company’s stock after acquiring an additional 14,807 shares during […]

Inspire Investing LLC increased its position in ABM Industries Incorporated (NYSE:ABM – Free Report) by 14.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,318 shares of the business services provider’s stock after acquiring an additional 1,079 shares during the period. Inspire Investing […]

Vanguard Personalized Indexing Management LLC decreased its position in Sanofi (NASDAQ:SNY – Free Report) by 2.3% in the 2nd quarter, HoldingsChannel reports. The fund owned 94,856 shares of the company’s stock after selling 2,186 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Sanofi were worth $4,582,000 as of its most recent filing […]

Envestnet Portfolio Solutions Inc. reduced its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 2.8% in 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 119,162 shares of the coffee company’s stock after selling 3,427 shares during the […]

Hemington Wealth Management cut its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,294 shares of the company’s stock after selling 1,589 shares during the period. Johnson & […]

Inspire Investing LLC boosted its stake in Empire State Realty Trust, Inc. (NYSE:ESRT – Free Report) by 11.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 48,559 shares of the real estate investment trust’s stock after acquiring an additional 4,816 shares during the period. […]

Galvin Gaustad & Stein LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 61,076 shares of the information services provider’s stock after selling 3,986 shares during the period. Galvin Gaustad […]

Vanguard Personalized Indexing Management LLC increased its stake in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 25.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,691 shares of the company’s stock after purchasing an additional 2,990 shares during the period. Vanguard […]

Envestnet Portfolio Solutions Inc. increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 15.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 95,954 shares of the company’s stock after acquiring an additional 12,917 shares during the period. Envestnet […]

Total Wealth Planning & Management Inc. decreased its stake in Visa Inc. (NYSE:V – Free Report) by 3.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,672 shares of the credit-card processor’s stock after selling 68 shares during the quarter. Total Wealth Planning & […]

Vanguard Personalized Indexing Management LLC boosted its position in Banco Santander, S.A. (NYSE:SAN – Free Report) by 19.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 713,288 shares of the bank’s stock after acquiring an additional 114,468 shares during the period. Vanguard Personalized Indexing Management LLC’s […]

Vanguard Personalized Indexing Management LLC boosted its holdings in American Water Works Company, Inc. (NYSE:AWK – Free Report) by 10.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 41,673 shares of the utilities provider’s stock after buying an additional 3,829 shares during the period. Vanguard Personalized Indexing […]