Atria Investments Inc cut its holdings in Xylem Inc. (NYSE:XYL – Free Report) by 22.4% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 17,874 shares of the industrial products company’s stock after selling 5,170 shares during the period. Atria Investments Inc’s holdings in Xylem were worth $2,312,000 as of its most recent […]

Bryce Point Capital LLC trimmed its stake in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) by 12.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 22,128 shares of the company’s stock after selling 3,095 shares during the quarter. Bryce Point Capital LLC’s holdings in CarGurus were worth $741,000 at the end of the […]

Mission Wealth Management LP cut its position in The Clorox Company (NYSE:CLX – Free Report) by 11.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,811 shares of the company’s stock after selling 842 shares during the period. Mission Wealth Management LP’s holdings in Clorox […]

Versor Investments LP acquired a new stake in Trimble Inc. (NASDAQ:TRMB – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 8,709 shares of the scientific and technical instruments company’s stock, valued at approximately $662,000. Several other hedge funds and other institutional investors have also recently made changes to their positions in […]

Huntington National Bank decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 271,471 shares of the company’s stock after selling 8,167 shares during the quarter. Eli Lilly and Company makes up approximately 1.4% of Huntington National Bank’s […]

Fullcircle Wealth LLC boosted its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 5.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 12,395 shares of the oil and gas company’s stock after purchasing an additional 648 shares during the period. Fullcircle Wealth LLC’s holdings in Chevron were worth $1,872,000 as of […]

J. W. Coons Advisors LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 14.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,880 shares of the industrial products company’s stock after selling 500 shares during the quarter. J. W. Coons […]

Telos Capital Management Inc. bought a new stake in BlackRock (NYSE:BLK – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor bought 258 shares of the asset manager’s stock, valued at approximately $271,000. A number of other hedge funds and other institutional investors have also added to or reduced their stakes in […]

Spire Wealth Management cut its stake in shares of Vital Farms, Inc. (NASDAQ:VITL – Free Report) by 38.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 7,300 shares of the company’s stock after selling 4,500 shares during the quarter. Spire Wealth Management’s holdings in Vital Farms were worth $281,000 at the end of the […]

Versor Investments LP purchased a new stake in shares of CareTrust REIT, Inc. (NASDAQ:CTRE – Free Report) during the second quarter, Holdings Channel reports. The fund purchased 24,100 shares of the real estate investment trust’s stock, valued at approximately $737,000. Other hedge funds have also recently made changes to their positions in the company. Allspring […]

Intellectus Partners LLC acquired a new position in eBay Inc. (NASDAQ:EBAY – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,672 shares of the e-commerce company’s stock, valued at approximately $646,000. Several other institutional investors have also […]

Bryce Point Capital LLC increased its stake in shares of StepStone Group Inc. (NASDAQ:STEP – Free Report) by 17.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,619 shares of the company’s stock after purchasing an additional 2,770 shares during the period. […]

Huntington National Bank trimmed its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.2% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 476,363 shares of the oil and gas company’s stock after selling 5,666 shares during the quarter. Huntington National […]

Amalgamated Bank increased its position in shares of Old National Bancorp (NASDAQ:ONB – Free Report) by 1.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 142,717 shares of the bank’s stock after purchasing an additional 2,516 shares during the period. Amalgamated […]

Amalgamated Bank lowered its position in shares of The Clorox Company (NYSE:CLX – Free Report) by 8.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,088 shares of the company’s stock after selling 2,300 shares during the period. Amalgamated Bank’s holdings […]

Bank of Montreal Can lessened its holdings in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 7.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,595,345 shares of the bank’s stock after selling 210,660 shares during the […]

Transatlantique Private Wealth LLC reduced its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 4.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 16,346 shares of the company’s stock after selling 825 shares during the quarter. Transatlantique Private Wealth LLC’s holdings in Citigroup were […]

J. W. Coons Advisors LLC trimmed its position in shares of American Express Company (NYSE:AXP – Free Report) by 4.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,232 shares of the payment services company’s stock after selling 175 shares during […]

Versor Investments LP grew its stake in MeridianLink, Inc. (NYSE:MLNK – Free Report) by 40.6% during the 2nd quarter, Holdings Channel reports. The fund owned 43,582 shares of the company’s stock after acquiring an additional 12,582 shares during the period. Versor Investments LP’s holdings in MeridianLink were worth $707,000 at the end of the most […]

Versor Investments LP increased its holdings in YETI Holdings, Inc. (NYSE:YETI – Free Report) by 246.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,877 shares of the company’s stock after buying an additional 16,977 shares during the period. Versor Investments LP’s holdings […]

Roffman Miller Associates Inc. PA lessened its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 20.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,305 shares of the medical technology company’s stock after selling 3,925 shares during the quarter. Roffman Miller Associates […]

Versor Investments LP cut its position in CNO Financial Group, Inc. (NYSE:CNO – Free Report) by 73.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 15,892 shares of the financial services provider’s stock after selling 43,527 shares during the quarter. Versor Investments LP’s holdings […]

Bryce Point Capital LLC acquired a new position in Transdigm Group Incorporated (NYSE:TDG – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 485 shares of the aerospace company’s stock, valued at approximately $738,000. A number of other hedge funds and other […]

Freestone Capital Holdings LLC increased its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 7.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,136 shares of the biotechnology company’s stock after purchasing an additional 220 shares during […]

Versor Investments LP lifted its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 117.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,810 shares of the transportation company’s stock after acquiring an additional 3,685 shares during […]

Intellectus Partners LLC bought a new position in Danaher Corporation (NYSE:DHR – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,875 shares of the conglomerate’s stock, valued at approximately $371,000. Several other institutional investors and hedge funds have also recently added […]

Holistic Financial Partners reduced its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,225 shares of the exchange traded fund’s stock after selling 371 […]

Intellectus Partners LLC boosted its holdings in Enphase Energy, Inc. (NASDAQ:ENPH – Free Report) by 12.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,392 shares of the semiconductor company’s stock after purchasing an additional 2,042 shares during the quarter. Intellectus Partners LLC’s holdings […]

Intellectus Partners LLC increased its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 31.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,191 shares of the chip maker’s stock after acquiring an additional 4,576 shares during the quarter. Intellectus Partners LLC’s […]

Hantz Financial Services Inc. raised its position in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 1,320.9% in the second quarter, Holdings Channel reports. The firm owned 1,293 shares of the construction company’s stock after acquiring an additional 1,202 shares during the quarter. Hantz Financial Services Inc.’s holdings in Toll Brothers were worth […]

Bryce Point Capital LLC purchased a new position in shares of Palomar Holdings, Inc. (NASDAQ:PLMR – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 5,253 shares of the company’s stock, valued at approximately $810,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of […]

Hantz Financial Services Inc. lifted its position in Chord Energy Corporation (NASDAQ:CHRD – Free Report) by 11,140.0% during the 2nd quarter, Holdings Channel.com reports. The fund owned 1,124 shares of the company’s stock after acquiring an additional 1,114 shares during the period. Hantz Financial Services Inc.’s holdings in Chord Energy were worth $109,000 as of […]

Milestone Asset Management LLC reduced its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 16.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,037 shares of the technology company’s stock after selling 2,933 shares during the quarter. Milestone […]

South Dakota Investment Council decreased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,224 shares of the company’s stock after selling 205 shares during the period. South Dakota […]

Fullcircle Wealth LLC grew its stake in Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 7.2% during the second quarter, HoldingsChannel.com reports. The firm owned 4,682 shares of the company’s stock after purchasing an additional 315 shares during the period. Fullcircle Wealth LLC’s holdings in Vanguard Industrials ETF were worth $1,350,000 as of its most […]

Transatlantique Private Wealth LLC reduced its position in Abbott Laboratories (NYSE:ABT – Free Report) by 9.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,798 shares of the healthcare product maker’s stock after selling 1,076 shares during the quarter. Transatlantique […]

Transatlantique Private Wealth LLC reduced its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 15.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,896 shares of the CRM provider’s stock after selling 1,818 shares during the quarter. Salesforce accounts for […]

Milestone Asset Management LLC cut its stake in American Express Company (NYSE:AXP) by 82.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,785 shares of the payment services company’s stock after selling 13,041 shares during the period. Milestone Asset Management […]

Rareview Capital LLC reduced its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 17.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 310,735 shares of the company’s stock after selling 63,918 shares during the quarter. Vanguard FTSE Developed Markets […]

VeriSign, Inc. (NASDAQ:VRSN – Get Free Report) EVP Danny Mcpherson sold 2,500 shares of the stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $236.87, for a total transaction of $592,175.00. Following the transaction, the executive vice president directly owned 28,577 shares of the company’s stock, valued […]

Versor Investments LP bought a new stake in Brinker International, Inc. (NYSE:EAT – Free Report) during the second quarter, Holdings Channel reports. The institutional investor bought 3,376 shares of the restaurant operator’s stock, valued at approximately $609,000. A number of other hedge funds have also bought and sold shares of EAT. Westfield Capital Management Co. […]

Levin Capital Strategies L.P. increased its position in Sigma Lithium Corporation (NASDAQ:SGML – Free Report) by 125.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 22,500 shares of the company’s stock after purchasing an additional 12,500 shares during the period. Levin Capital Strategies L.P.’s holdings in Sigma Lithium were worth $101,000 as of […]

NewSquare Capital LLC lifted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,799 shares of the exchange traded fund’s stock after purchasing an additional 1,223 […]

Elyxium Wealth LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 14.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,219 shares of the company’s stock after acquiring an additional 799 shares during the period. Elyxium Wealth LLC’s […]

NVIDIA (NASDAQ:NVDA – Get Free Report) had its target price raised by analysts at Jefferies Financial Group from $220.00 to $240.00 in a research report issued on Tuesday,MarketScreener reports. The firm presently has a “buy” rating on the computer hardware maker’s stock. Jefferies Financial Group’s price target points to a potential upside of 18.76% from […]

Hantz Financial Services Inc. cut its stake in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 57.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 986 shares of the scientific and technical instruments company’s stock after selling 1,342 shares during […]

NewSquare Capital LLC increased its holdings in Packaging Corporation of America (NYSE:PKG – Free Report) by 5.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,369 shares of the industrial products company’s stock after purchasing an additional 1,829 shares during the quarter. […]

Next Capital Management LLC decreased its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 18,167 shares of the exchange traded fund’s stock after selling 185 shares during the period. iShares Russell […]

Bank of Montreal Can raised its holdings in shares of Brookfield Renewable Partners L.P. (NYSE:BEP – Free Report) (TSE:BEP) by 0.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,550,512 shares of the utilities provider’s stock after purchasing an additional 48,802 shares […]

Tufton Capital Management trimmed its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 3.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,443 shares of the company’s stock after selling 3,765 shares during the period. Tufton Capital […]