Carmignac Gestion trimmed its position in Colgate-Palmolive Company (NYSE:CL – Free Report) by 15.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 199,143 shares of the company’s stock after selling 37,059 shares during the quarter. Carmignac Gestion’s holdings in Colgate-Palmolive were worth $18,293,000 […]

Waverly Advisors LLC grew its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 5.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 423,914 shares of the retailer’s stock after acquiring an additional 23,457 shares during the quarter. Waverly Advisors LLC’s holdings in […]

Waverly Advisors LLC lessened its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 314,703 shares of the company’s stock after selling 4,320 shares during the period. […]

Waverly Advisors LLC raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,187,415 shares of the company’s stock after purchasing an additional 88,462 shares during the […]

Waverly Advisors LLC boosted its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 6.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 132,053 shares of the business services provider’s stock after purchasing an additional 8,347 shares during […]

Waverly Advisors LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 17.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,043,019 shares of the company’s stock after acquiring an additional 296,601 shares during the […]

Carmignac Gestion bought a new stake in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund bought 49,928 shares of the real estate investment trust’s stock, valued at approximately $544,000. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in […]

Waverly Advisors LLC grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 9.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,371,321 shares of the company’s stock after purchasing an additional 117,099 shares during the period. Vanguard […]

Waverly Advisors LLC lowered its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 1.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 407,458 shares of the company’s stock after selling 5,277 shares during the period. Waverly […]

Waverly Advisors LLC grew its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 123.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,896 shares of the investment management company’s stock after buying an additional 28,086 shares during […]

Waverly Advisors LLC lifted its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 15.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,529,934 shares of the company’s stock after buying an additional 468,702 […]

Waverly Advisors LLC grew its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 585.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,393,291 shares of the exchange traded fund’s stock after purchasing an additional 1,189,910 shares during […]

Carmignac Gestion purchased a new position in Caesars Entertainment, Inc. (NASDAQ:CZR – Free Report) during the second quarter, Holdings Channel reports. The fund purchased 100,508 shares of the company’s stock, valued at approximately $3,033,000. Other institutional investors have also recently made changes to their positions in the company. Allworth Financial LP bought a new position […]

Carmignac Gestion increased its holdings in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 80.0% in the second quarter, Holdings Channel reports. The fund owned 2,070,226 shares of the financial services provider’s stock after purchasing an additional 920,153 shares during the quarter. Intercontinental Exchange accounts for approximately 3.3% of Carmignac Gestion’s portfolio, making the stock […]

Waverly Advisors LLC grew its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 24.7% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 544,941 shares of the company’s stock after buying an additional 107,941 shares during the period. Waverly Advisors LLC owned […]

Waverly Advisors LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 196,898 shares of the company’s stock after selling 6,126 shares during the quarter. Waverly Advisors LLC’s […]

Carmignac Gestion raised its position in shares of VNET Group, Inc. – Unsponsored ADR (NASDAQ:VNET – Free Report) by 1,375.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 4,760,599 shares of the information technology services provider’s stock after buying an additional 4,437,879 shares during the period. Carmignac Gestion’s holdings in VNET Group were […]

Hudock Inc. boosted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 2.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 496,838 shares of the company’s stock after buying an additional 13,319 shares during the quarter. Vanguard Intermediate-Term […]

HighTower Advisors LLC lessened its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 451,690 shares of the company’s stock after selling 18,814 shares during the period. HighTower Advisors LLC’s holdings […]

Waverly Advisors LLC cut its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 8.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 122,910 shares of the company’s stock after selling 11,401 shares during the […]

Waverly Advisors LLC increased its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 27.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 442,728 shares of the company’s stock after buying an additional 94,249 shares during the quarter. Waverly Advisors LLC’s […]

Centerline Wealth Advisors LLC lowered its holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) by 30.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 46,093 shares of the company’s stock after selling 20,227 shares during the period. iShares U.S. […]

Waverly Advisors LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 10.6% in the second quarter, Holdings Channel reports. The firm owned 1,682,018 shares of the company’s stock after acquiring an additional 160,776 shares during the period. Waverly Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth […]

Waverly Advisors LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 18.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,027,514 shares of the company’s stock after buying an additional 157,503 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth […]

Hudock Inc. cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 268,825 shares of the exchange traded fund’s stock after selling 7,585 shares […]

Waverly Advisors LLC increased its position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 32,509.5% during the second quarter, Holdings Channel reports. The institutional investor owned 4,417,609 shares of the company’s stock after purchasing an additional 4,404,062 shares during the quarter. Waverly Advisors LLC’s holdings in PIMCO Multi Sector […]

Centerline Wealth Advisors LLC lowered its stake in shares of Fidelity Blue Chip Growth ETF (BATS:FBCG – Free Report) by 6.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 411,896 shares of the company’s stock after selling 29,556 shares during the quarter. Fidelity […]

Carmignac Gestion trimmed its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 12.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 76,813 shares of the company’s stock after selling 11,347 shares during the quarter. Carmignac […]

Waverly Advisors LLC lessened its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 0.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 983,337 shares of the company’s stock after selling 6,578 shares during the quarter. Waverly […]

Vulcan Value Partners LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the second quarter, HoldingsChannel.com reports. The fund bought 7,011 shares of the exchange traded fund’s stock, valued at approximately $1,749,000. Other institutional investors also recently made changes to their positions in the company. Morgan Stanley lifted […]

Waverly Advisors LLC cut its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.3% in the second quarter, Holdings Channel.com reports. The firm owned 456,889 shares of the company’s stock after selling 15,713 shares during the period. Waverly Advisors LLC’s holdings in Invesco S&P 500 Equal Weight ETF were worth […]

iShares MSCI Brazil ETF (NYSEARCA:EWZ – Get Free Report) was the recipient of unusually large options trading on Tuesday. Stock investors purchased 445,846 call options on the company. This represents an increase of approximately 152% compared to the average volume of 176,896 call options. Hedge Funds Weigh In On iShares MSCI Brazil ETF Several institutional […]

Shares of iShares MSCI USA Equal Weighted ETF (NYSEARCA:EUSA – Get Free Report) traded down 0.8% during trading on Tuesday . The stock traded as low as $116.08 and last traded at $116.14. Approximately 41,365 shares traded hands during mid-day trading, a decline of 24% from the average session volume of 54,330 shares. The stock […]

iShares U.S. Oil Equipment & Services ETF (NYSEARCA:IEZ – Get Free Report) were up 0.2% on Tuesday . The stock traded as high as $31.11 and last traded at $30.60. Approximately 70,216 shares were traded during trading, a decline of 85% from the average session volume of 471,295 shares. The stock had previously closed at […]