Naviter Wealth LLC lessened its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.6% during the 2nd quarter, Holdings Channel reports. The firm owned 5,827 shares of the software company’s stock after selling 35 shares during the quarter. Naviter Wealth LLC’s holdings in Adobe were worth $2,254,000 as of its most recent […]

Aberdeen Group plc grew its position in Humana Inc. (NYSE:HUM – Free Report) by 30.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 172,161 shares of the insurance provider’s stock after acquiring an additional 40,492 shares during the quarter. […]

Naviter Wealth LLC increased its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 5.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 42,083 shares of the company’s stock after buying an additional 2,090 shares during the quarter. Naviter Wealth […]

Sage Advisors LLC increased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,974 shares of the company’s stock after purchasing an additional 270 shares during the […]

Moran Wealth Management LLC lowered its stake in Eagle Materials Inc (NYSE:EXP – Free Report) by 6.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 44,713 shares of the construction company’s stock after selling 3,008 shares during the quarter. Moran Wealth Management LLC’s […]

Concord Wealth Partners lifted its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 75.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 289 shares of the company’s stock after buying an additional 124 shares during the period. Concord Wealth Partners’ holdings in GE Vernova were worth $153,000 as of […]

Naviter Wealth LLC grew its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 78.7% during the second quarter, HoldingsChannel reports. The firm owned 276,103 shares of the company’s stock after buying an additional 121,562 shares during the period. iShares MSCI ACWI ETF accounts for 4.4% of Naviter Wealth LLC’s portfolio, […]

Naviter Wealth LLC boosted its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 10.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 33,192 shares of the real estate investment trust’s stock after purchasing an additional 3,033 shares during the quarter. American Tower makes up approximately 0.9% of Naviter […]

Axxcess Wealth Management LLC increased its stake in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 2.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,283 shares of the industrial products company’s stock after buying an additional 267 shares […]

NorthRock Partners LLC raised its position in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 2.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 682 shares of the aerospace company’s stock after acquiring an additional 17 shares during the quarter. NorthRock Partners LLC’s holdings […]

Pandora Wealth Inc. purchased a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 467 shares of the company’s stock, valued at approximately $30,000. Several other hedge funds and other […]

US Bancorp DE grew its holdings in Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 2.7% during the second quarter, Holdings Channel.com reports. The firm owned 24,192 shares of the medical research company’s stock after buying an additional 630 shares during the period. US Bancorp DE’s holdings in Quest Diagnostics were worth $4,346,000 as of […]

Aberdeen Group plc grew its position in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,664 shares of the data storage provider’s stock after buying an additional 8,658 shares […]

IFP Advisors Inc boosted its holdings in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,522 shares of the energy company’s stock after buying an additional 466 shares […]

Moran Wealth Management LLC raised its holdings in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 55.6% during the second quarter, HoldingsChannel reports. The institutional investor owned 103,964 shares of the textile maker’s stock after acquiring an additional 37,156 shares during the quarter. Moran Wealth Management LLC’s holdings in Deckers Outdoor were worth […]

Aberdeen Group plc lessened its holdings in shares of Summit Therapeutics PLC (NASDAQ:SMMT – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 1,139,530 shares of the company’s stock after selling 61,280 shares during the period. Aberdeen Group plc’s holdings in Summit Therapeutics were […]

Moran Wealth Management LLC increased its position in shares of Stifel Financial Corporation (NYSE:SF – Free Report) by 1.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 109,344 shares of the financial services provider’s stock after buying an additional 1,135 shares during the period. […]

Naviter Wealth LLC boosted its stake in shares of MidCap Financial Investment Corporation (NASDAQ:MFIC – Free Report) by 2.9% in the second quarter, HoldingsChannel reports. The firm owned 203,259 shares of the company’s stock after purchasing an additional 5,765 shares during the quarter. Naviter Wealth LLC’s holdings in MidCap Financial Investment were worth $2,565,000 as […]

NorthRock Partners LLC raised its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 25.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 9,277 shares of the utilities provider’s stock after acquiring an additional 1,910 shares during the period. NorthRock Partners LLC’s holdings in Duke Energy were worth $1,094,000 at the end of […]

Moran Wealth Management LLC purchased a new stake in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 103,311 shares of the medical research company’s stock, valued at approximately $18,558,000. Moran Wealth Management LLC owned […]

Heartland Bank & Trust Co reduced its position in Dover Corporation (NYSE:DOV – Free Report) by 1.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,127 shares of the industrial products company’s stock after selling 78 shares during the period. Heartland […]

Perfromance Wealth Partners LLC raised its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 28.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 3,746 shares of the company’s stock after purchasing an additional 825 shares during the quarter. Perfromance Wealth Partners LLC’s holdings […]

Heartland Bank & Trust Co cut its position in Blackstone Inc. (NYSE:BX – Free Report) by 2.4% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,544 shares of the asset manager’s stock after selling 135 shares during the quarter. Heartland Bank & Trust Co’s holdings in Blackstone were worth $829,000 as of its […]

Heartland Bank & Trust Co decreased its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 2.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 9,074 shares of the healthcare product maker’s stock after selling 183 shares during the quarter. Heartland Bank & Trust Co’s holdings in Abbott Laboratories were worth […]

Hazlett Burt & Watson Inc. decreased its position in Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Free Report) by 20.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 605 shares of the medical equipment provider’s stock after selling 156 shares during the period. Hazlett Burt & Watson Inc.’s […]

Heartland Bank & Trust Co bought a new position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) during the second quarter, HoldingsChannel reports. The institutional investor bought 1,159 shares of the specialty chemicals company’s stock, valued at approximately $398,000. A number of other hedge funds have also recently bought and sold shares of […]

Aberdeen Group plc increased its position in Atour Lifestyle Holdings Limited Sponsored ADR (NASDAQ:ATAT – Free Report) by 290.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 740,294 shares of the company’s stock after acquiring an additional 550,604 shares during the period. Aberdeen Group plc’s holdings in Atour Lifestyle were worth $24,437,000 as […]

Hazlett Burt & Watson Inc. grew its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 124.6% during the second quarter, Holdings Channel reports. The institutional investor owned 1,168 shares of the semiconductor company’s stock after acquiring an additional 648 shares during the period. Hazlett Burt & Watson Inc.’s holdings in Lam […]