Strs Ohio cut its stake in Hayward Holdings, Inc. (NYSE:HAYW – Free Report) by 3.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 106,133 shares of the company’s stock after selling 3,647 shares during the period. Strs Ohio’s holdings in Hayward were worth $1,465,000 as […]

Claro Advisors LLC trimmed its position in shares of Stryker Corporation (NYSE:SYK – Free Report) by 57.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,338 shares of the medical technology company’s stock after selling 1,813 shares during the period. Claro […]

Sigma Planning Corp reduced its stake in Phillips 66 (NYSE:PSX – Free Report) by 13.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,679 shares of the oil and gas company’s stock after selling 1,595 shares during the period. Sigma Planning […]

Sigma Planning Corp lessened its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,118 shares of the energy producer’s stock after selling 1,688 shares during the quarter. Sigma Planning Corp’s […]

Claro Advisors LLC trimmed its position in Blackstone Inc. (NYSE:BX – Free Report) by 47.5% during the second quarter, Holdings Channel.com reports. The firm owned 2,989 shares of the asset manager’s stock after selling 2,699 shares during the period. Claro Advisors LLC’s holdings in Blackstone were worth $447,000 at the end of the most recent […]

Strs Ohio boosted its holdings in Southwest Gas Corporation (NYSE:SWX – Free Report) by 11.1% during the second quarter, Holdings Channel.com reports. The fund owned 18,000 shares of the utilities provider’s stock after acquiring an additional 1,800 shares during the period. Strs Ohio’s holdings in Southwest Gas were worth $1,339,000 at the end of the […]

Burney Co. decreased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 22.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,133 shares of the company’s stock after selling 923 shares during the quarter. Burney Co.’s holdings in Vanguard Value ETF […]

Strs Ohio raised its position in shares of Brighthouse Financial, Inc. (NASDAQ:BHF – Free Report) by 23.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 38,067 shares of the company’s stock after buying an additional 7,268 shares during the quarter. Strs Ohio’s holdings in […]

HFG Advisors Inc. acquired a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 1,613 shares of the company’s stock, valued at approximately $236,000. Several other hedge funds and other institutional investors also recently made changes to their positions in RTX. Brighton Jones LLC […]

RFG Bristol Wealth Advisors LLC reduced its stake in Visa Inc. (NYSE:V – Free Report) by 13.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,756 shares of the credit-card processor’s stock after selling 1,542 shares during the quarter. Visa accounts for 1.1% of […]

Homestead Advisers Corp grew its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 0.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 294,800 shares of the enterprise software provider’s stock after purchasing an additional 1,800 shares during the period. Homestead […]

RFG Bristol Wealth Advisors LLC bought a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 2,218 shares of the company’s stock, valued at approximately $293,000. Several other institutional investors have also modified their holdings of the stock. JSF Financial LLC grew its position in shares […]

Strs Ohio grew its stake in NexPoint Residential Trust, Inc. (NYSE:NXRT – Free Report) by 877.5% in the second quarter, Holdings Channel.com reports. The firm owned 39,100 shares of the financial services provider’s stock after acquiring an additional 35,100 shares during the quarter. Strs Ohio’s holdings in NexPoint Residential Trust were worth $1,303,000 at the […]

Strs Ohio lowered its position in shares of Regal Rexnord Corporation (NYSE:RRX – Free Report) by 82.6% in the second quarter, Holdings Channel reports. The institutional investor owned 9,931 shares of the company’s stock after selling 47,069 shares during the period. Strs Ohio’s holdings in Regal Rexnord were worth $1,440,000 as of its most recent […]

Crestwood Advisors Group LLC raised its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 2.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,536 shares of the industrial products company’s stock after acquiring an additional 1,130 shares during the quarter. […]

Bank of Montreal Can lowered its position in Carrier Global Corporation (NYSE:CARR – Free Report) by 21.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 519,210 shares of the company’s stock after selling 139,570 shares during the quarter. Bank […]

Bank of Montreal Can lessened its position in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 27.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,950,176 shares of the company’s stock after selling 756,418 shares during the quarter. […]

Crestwood Advisors Group LLC grew its position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 4.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,213 shares of the real estate investment trust’s stock after purchasing an additional 566 shares during […]

RFG Bristol Wealth Advisors LLC cut its stake in Edison International (NYSE:EIX – Free Report) by 15.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,827 shares of the utilities provider’s stock after selling 903 shares during the quarter. RFG Bristol Wealth […]

Crestwood Advisors Group LLC lowered its stake in shares of Fortive Corporation (NYSE:FTV – Free Report) by 29.5% during the second quarter, HoldingsChannel reports. The institutional investor owned 81,675 shares of the technology company’s stock after selling 34,236 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Fortive were worth $4,268,000 at the end […]

Claro Advisors LLC lifted its stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 12.0% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 6,909 shares of the company’s stock after buying an additional 741 shares during the quarter. Claro Advisors LLC’s […]

Strs Ohio boosted its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 4.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,300 shares of the asset manager’s stock after purchasing an additional 900 shares during the period. Strs Ohio’s holdings in […]

Moors & Cabot Inc. boosted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 52.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 15,766 shares of the company’s stock after acquiring an additional 5,411 shares during the quarter. Moors & Cabot Inc.’s holdings in Vanguard Value ETF were worth $2,786,000 at […]

Moors & Cabot Inc. increased its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 199,690 shares of the oil and gas company’s stock after buying an additional 4,436 […]

Sigma Planning Corp lifted its holdings in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 34.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,956 shares of the utilities provider’s stock after acquiring an additional 2,815 shares during […]

TIAA Trust National Association boosted its holdings in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 51.6% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 8,184 shares of the company’s stock after buying an additional 2,784 shares during the quarter. TIAA Trust National Association’s holdings in iShares Bitcoin Trust ETF […]

Jacobson & Schmitt Advisors LLC lifted its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 15.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 57,701 shares of the shipping service provider’s stock after purchasing an additional 7,661 shares during the quarter. […]

Claro Advisors LLC increased its position in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) by 21.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,232 shares of the company’s stock after acquiring an additional 4,481 shares during the quarter. Claro Advisors […]

Financial Alternatives Inc bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 441 shares of the company’s stock, valued at approximately $251,000. Several other hedge funds and other institutional investors have also bought and sold shares of the company. Afbi LP acquired […]

Moors & Cabot Inc. grew its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 15.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 12,094 shares of the basic materials company’s stock after acquiring an additional 1,576 shares during the period. Moors & Cabot […]

Moors & Cabot Inc. lessened its stake in shares of Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) by 3.9% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 24,970 shares of the bank’s stock after selling 1,010 shares during the period. Moors & Cabot Inc.’s holdings in Toronto Dominion Bank were worth $1,834,000 […]

RFG Bristol Wealth Advisors LLC acquired a new stake in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 5,164 shares of the company’s stock, valued at approximately $207,000. A number of other institutional […]

Ring Mountain Capital LLC grew its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,021 shares of the company’s stock after purchasing an […]