Strs Ohio cut its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 609,397 shares of the oil and gas company’s stock after selling 10,297 shares during the period. Strs […]

Oarsman Capital Inc. grew its position in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 32.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,397 shares of the real estate investment trust’s stock after purchasing an additional 3,520 shares during the quarter. Oarsman […]

Waterfront Wealth Inc. boosted its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 7.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,345 shares of the company’s stock after acquiring an additional 154 shares during the quarter. Waterfront Wealth Inc.’s holdings in GE Aerospace were worth $604,000 at the end […]

Oarsman Capital Inc. grew its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 29.8% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 553 shares of the information technology services provider’s stock after buying an additional 127 shares during the period. Oarsman Capital Inc.’s holdings […]

Oarsman Capital Inc. cut its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 15.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,145 shares of the company’s stock after selling 1,136 shares during the period. Oarsman Capital Inc.’s holdings in iShares […]

Emerald Advisers LLC boosted its stake in Coinbase Global, Inc. (NASDAQ:COIN) by 30.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,326 shares of the cryptocurrency exchange’s stock after acquiring an additional 544 shares during the period. Emerald Advisers LLC’s […]

Horizon Wealth Management LLC lessened its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,119 shares of the retailer’s stock after selling 414 shares during the period. Horizon […]

Waterfront Wealth Inc. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.0% in the 2nd quarter, Holdings Channel reports. The fund owned 4,640 shares of the electric vehicle producer’s stock after buying an additional 220 shares during the period. Waterfront Wealth Inc.’s holdings in Tesla were worth $1,474,000 at the […]

Retirement Systems of Alabama reduced its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 1.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,637,134 shares of the pipeline company’s stock after selling 22,268 shares during the period. Retirement Systems of Alabama owned approximately […]

Strs Ohio trimmed its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 17.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 547,321 shares of the semiconductor manufacturer’s stock after selling 115,908 shares during the quarter. Strs Ohio’s holdings in […]

Emerald Advisers LLC boosted its holdings in shares of Genius Sports Limited (NYSE:GENI – Free Report) by 72.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,628 shares of the company’s stock after acquiring an additional 21,659 shares during […]

Advisory Alpha LLC increased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 41.2% in the 2nd quarter, Holdings Channel reports. The firm owned 723 shares of the investment management company’s stock after purchasing an additional 211 shares during the period. Advisory Alpha LLC’s holdings in The Goldman Sachs […]

Retirement Systems of Alabama cut its stake in Citigroup Inc. (NYSE:C – Free Report) by 1.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,116,185 shares of the company’s stock after selling 15,282 shares during the quarter. Retirement Systems of Alabama […]

Spire Wealth Management lifted its holdings in Spotify Technology (NYSE:SPOT – Free Report) by 2,135.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,104 shares of the company’s stock after buying an additional 5,831 shares during the period. Spire Wealth Management’s […]

Emerald Advisers LLC grew its holdings in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 1.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,649 shares of the financial services provider’s stock after buying an additional 28 shares […]

Heritage Investors Management Corp decreased its position in Citigroup Inc. (NYSE:C – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 315,667 shares of the company’s stock after selling 5,654 shares during the period. Heritage Investors Management Corp’s holdings in […]

Noesis Capital Mangement Corp decreased its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 1.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 132,220 shares of the footwear maker’s stock after selling 1,508 shares during the period. NIKE comprises 1.6% of Noesis […]

Advisory Alpha LLC increased its position in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 29.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,346 shares of the business services provider’s stock after acquiring an additional 303 shares during […]

Buck Wealth Strategies LLC grew its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 25.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,696 shares of the company’s stock after buying an additional 1,378 shares […]

MeadowBrook Investment Advisors LLC lessened its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 2.4% in the 2nd quarter, HoldingsChannel reports. The firm owned 12,349 shares of the footwear maker’s stock after selling 300 shares during the quarter. NIKE makes up approximately 0.8% of MeadowBrook Investment Advisors LLC’s holdings, making the stock […]

World Investment Advisors cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 178,815 shares of the technology company’s stock after selling 3,872 shares during the quarter. World Investment Advisors’ holdings in […]

Oarsman Capital Inc. grew its holdings in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 22.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 320 shares of the aerospace company’s stock after buying an additional 59 shares during the period. Oarsman Capital Inc.’s […]

Oarsman Capital Inc. raised its holdings in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 19.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,885 shares of the company’s stock after acquiring an additional 310 shares during the quarter. Oarsman Capital Inc.’s holdings in Hilton Worldwide were worth $502,000 as of […]

Whalen Wealth Management Inc. bought a new stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 8,985 shares of the pipeline company’s stock, valued at approximately $264,000. Other hedge funds also recently added […]

Whalen Wealth Management Inc. decreased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 49.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 928 shares of the Internet television network’s stock after selling 925 shares during the quarter. […]

Wealthfront Advisers LLC cut its holdings in shares of Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 1.6% in the second quarter, HoldingsChannel reports. The fund owned 100,301 shares of the rocket manufacturer’s stock after selling 1,649 shares during the quarter. Wealthfront Advisers LLC’s holdings in Rocket Lab were worth $3,588,000 as of its most […]

Atria Investments Inc increased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,000 shares of the Internet television network’s stock after acquiring an additional 874 shares during the period. Netflix comprises […]

Emerald Advisers LLC cut its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 32.6% in the second quarter, Holdings Channel reports. The institutional investor owned 118 shares of the real estate investment trust’s stock after selling 57 shares during the quarter. Emerald Advisers LLC’s holdings in American Tower were worth $26,000 […]

Mayflower Financial Advisors LLC purchased a new stake in Reddit Inc. (NYSE:RDDT – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,680 shares of the company’s stock, valued at approximately $253,000. Other institutional investors and hedge funds have also made […]

Assetmark Inc. lifted its position in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 11.7% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 644,210 shares of the company’s stock after buying an additional 67,364 shares during the quarter. Assetmark Inc. owned about 1.00% of Ingredion […]

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in Wabtec (NYSE:WAB – Free Report) by 1.6% during the second quarter, HoldingsChannel reports. The institutional investor owned 37,085 shares of the transportation company’s stock after acquiring an additional 600 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in […]

Noesis Capital Mangement Corp lowered its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 14.3% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 3,296 shares of the financial services provider’s stock after selling 552 shares during the period. Noesis Capital Mangement Corp’s holdings in Charles Schwab were […]

FRG Family Wealth Advisors LLC lessened its stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 6.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 7,317 shares of the cable giant’s stock after selling 509 shares during the quarter. FRG Family Wealth Advisors LLC’s holdings in Comcast were worth $261,000 as […]

One Day In July LLC reduced its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 5.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,213 shares of the exchange traded fund’s stock after selling 5,085 shares during […]

Daymark Wealth Partners LLC lifted its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 1.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,384 shares of the company’s stock after buying an additional 545 shares during […]

Premier Path Wealth Partners LLC increased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 7.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,076 shares of the credit services provider’s stock after acquiring an additional 368 shares during the quarter. Premier […]

MeadowBrook Investment Advisors LLC increased its stake in shares of Realty Income Corporation (NYSE:O – Free Report) by 10.9% during the second quarter, Holdings Channel reports. The institutional investor owned 6,115 shares of the real estate investment trust’s stock after acquiring an additional 600 shares during the period. MeadowBrook Investment Advisors LLC’s holdings in Realty […]

Carret Asset Management LLC cut its stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 1.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,457 shares of the insurance provider’s stock after selling 1,075 shares during the quarter. […]

Emerald Advisers LLC increased its position in Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Free Report) by 29.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,941 shares of the biopharmaceutical company’s stock after buying an additional 445 shares during the quarter. Emerald Advisers LLC’s […]

FRG Family Wealth Advisors LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 7.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,725 shares of the company’s stock after selling 2,390 shares […]

Prairie Wealth Advisors Inc. grew its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 5.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,570 shares of the conglomerate’s stock after acquiring an additional 190 shares […]

Waterfront Wealth Inc. reduced its stake in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 3.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 29,063 shares of the oil and gas producer’s stock after selling 1,059 shares during the […]

Mayflower Financial Advisors LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 64.8% during 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 4,437 shares of the exchange traded fund’s stock after […]

Retirement Systems of Alabama cut its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 2.1% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,081,107 shares of the restaurant operator’s stock after selling 23,502 shares during the period. Retirement Systems of Alabama’s […]

Mayflower Financial Advisors LLC cut its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,852 shares of the railroad operator’s stock after selling 61 shares during […]

Carret Asset Management LLC reduced its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,009 shares of the exchange traded fund’s stock after selling 819 shares during […]

World Investment Advisors increased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 3.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,574 shares of the investment management company’s stock after purchasing an additional 279 shares during […]

Carret Asset Management LLC decreased its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 1.3% during the second quarter, Holdings Channel reports. The fund owned 26,801 shares of the company’s stock after selling 361 shares during the period. iShares S&P 100 ETF comprises approximately 0.9% of Carret Asset Management LLC’s investment portfolio, […]

Atria Investments Inc boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,758 shares of the company’s stock after purchasing an additional 2,956 […]

Carret Asset Management LLC reduced its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 1.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 127,912 shares of the company’s stock after selling 2,354 shares during the period. Carret Asset Management […]