HORAN Wealth LLC trimmed its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 54.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,133 shares of the company’s stock after selling 7,207 shares during the quarter. HORAN Wealth LLC’s holdings in PepsiCo were […]

HORAN Wealth LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 50.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 40,606 shares of the retailer’s stock after selling 40,938 shares during the period. HORAN Wealth LLC’s holdings […]

HighTower Advisors LLC raised its stake in Visa Inc. (NYSE:V – Free Report) by 7.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,483,966 shares of the credit-card processor’s stock after buying an additional 100,276 shares during the period. HighTower […]

Wedmont Private Capital lifted its holdings in Visa Inc. (NYSE:V – Free Report) by 30.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 34,628 shares of the credit-card processor’s stock after purchasing an additional 8,094 shares during the quarter. Wedmont Private Capital’s holdings […]

HighTower Advisors LLC boosted its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 5.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,409,310 shares of the financial services provider’s stock after purchasing an additional 77,327 shares during […]

Washington Trust Advisors Inc. lessened its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 49.4% in the second quarter, HoldingsChannel.com reports. The fund owned 59,965 shares of the footwear maker’s stock after selling 58,514 shares during the period. Washington Trust Advisors Inc.’s holdings in NIKE were worth $2,462,000 at the end of […]

HORAN Wealth LLC boosted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 173.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,665 shares of the company’s stock after acquiring an additional 14,373 shares during the quarter. […]

HORAN Wealth LLC reduced its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 49.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,869 shares of the exchange traded fund’s stock after selling 7,615 shares during the quarter. HORAN Wealth LLC’s holdings […]

Wellington Grp LLC grew its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 498.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,729 shares of the company’s stock after purchasing an additional 7,270 shares during the period. Wellington Grp LLC’s holdings […]

HORAN Wealth LLC lessened its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 49.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,463 shares of the ETF’s stock after selling 10,243 shares during […]

HORAN Wealth LLC bought a new position in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 643 shares of the industrial products company’s stock, valued at approximately $875,000. Several other large investors […]

HighTower Advisors LLC increased its position in The Boeing Company (NYSE:BA – Free Report) by 10.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 747,035 shares of the aircraft producer’s stock after acquiring an additional 69,538 shares during the quarter. HighTower Advisors […]

Wedmont Private Capital boosted its stake in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 936.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,136 shares of the semiconductor company’s stock after purchasing an additional 18,193 shares during […]

Tucker Asset Management LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 29.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 59,535 shares of the exchange traded fund’s stock after purchasing an additional 13,469 shares during the […]

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of GE Aerospace (NYSE:GE – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 216,580 shares of the company’s stock, valued at approximately $80,942,000. Other hedge funds and other […]

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 700,251 shares of the retailer’s stock, valued at approximately $79,310,000. Several other large investors have also made changes to […]

Tucker Asset Management LLC boosted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 553.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,654 shares of the company’s stock after acquiring an additional 6,483 shares during the quarter. […]

Washington Trust Advisors Inc. reduced its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 55,518 shares of the company’s stock after selling 4,502 shares during the quarter. Snowflake makes up about 1.0% of Washington […]

Planning Project LLC bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 18,239 shares of the company’s stock, valued at approximately $1,497,000. Vanguard Mid-Cap ETF comprises 0.3% of Planning Project LLC’s portfolio, making the stock its 13th largest position. Several other institutional […]

Vancity Investment Management Ltd purchased a new position in shares of Graco Inc. (NYSE:GGG – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 7,125 shares of the industrial products company’s stock, valued at approximately $539,000. Several other hedge funds have also recently […]

Strategic Financial Services Inc. lowered its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 65.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,074 shares of the company’s stock after selling 2,072 shares during the quarter. Strategic […]

TD Waterhouse Canada Inc. raised its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 666.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,002 shares of the business services provider’s stock after buying an additional 30,436 shares […]

HighTower Advisors LLC reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 7.7% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 219,334 shares of the investment management company’s stock after selling 18,359 shares during the period. HighTower Advisors LLC’s holdings in The […]

HighTower Advisors LLC raised its holdings in shares of VICI Properties Inc. (NYSE:VICI – Free Report) by 7.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 4,672,284 shares of the company’s stock after buying an additional 318,077 shares during the period. HighTower Advisors LLC’s holdings in VICI Properties were worth $124,049,000 as of its […]

HighTower Advisors LLC trimmed its stake in shares of Public Storage (NYSE:PSA – Free Report) by 2.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 345,237 shares of the real estate investment trust’s stock after selling 9,734 shares during the period. […]

Planning Project LLC acquired a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 914,240 shares of the company’s stock, valued at approximately $91,605,000. iShares Core MSCI EAFE ETF makes up 18.3% of Planning Project LLC’s holdings, making the […]

Formuepleje A S boosted its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 20.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 27,574 shares of the insurance provider’s stock after buying an additional 4,759 shares during the period. Formuepleje A S’s holdings in Progressive were worth $6,024,000 as of its most recent […]

Vancity Investment Management Ltd decreased its holdings in shares of Ferguson plc (NYSE:FERG – Free Report) by 6.8% during the second quarter, HoldingsChannel reports. The firm owned 54,649 shares of the company’s stock after selling 3,975 shares during the period. Ferguson comprises 1.9% of Vancity Investment Management Ltd’s portfolio, making the stock its 20th largest […]

HighTower Advisors LLC grew its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 1.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 980,986 shares of the company’s stock after acquiring an additional 9,240 shares during the period. HighTower Advisors LLC’s […]

Tanager Wealth Management LLP lifted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 536.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,920 shares of the company’s stock after buying an additional 9,205 shares during the period. Tanager […]

Tucker Asset Management LLC raised its stake in VanEck Merk Gold ETF (NYSEARCA:OUNZ – Free Report) by 106.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,819 shares of the company’s stock after acquiring an additional 13,818 shares during the period. […]

Strategic Financial Services Inc. raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 300.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,544 shares of the company’s stock after purchasing an additional 9,408 shares during the period. Strategic […]

Tucker Asset Management LLC purchased a new stake in ProShares Short Ether ETF (NYSEARCA:SETH – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 39,030 shares of the company’s stock, valued at approximately $2,286,000. ProShares Short Ether ETF comprises 0.6% […]

HighTower Advisors LLC cut its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,021,493 shares of the real estate investment trust’s stock after selling 44,597 shares […]

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 56,358 shares of the company’s stock, valued at approximately $66,213,000. A number […]

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Centene Corporation (NYSE:CNC – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 646,708 shares of the company’s stock, valued at approximately $41,512,000. VIRGINIA RETIREMENT SYSTEMS ET Al owned […]

Strategic Financial Services Inc. reduced its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 7.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 34,437 shares of the semiconductor company’s stock after selling 2,709 shares during the quarter. Lam Research makes up […]

Strategic Financial Services Inc. boosted its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 2,210.4% in the 2nd quarter, Holdings Channel reports. The firm owned 9,750 shares of the business services provider’s stock after purchasing an additional 9,328 shares during the period. Strategic Financial Services Inc.’s holdings in Booking were worth $1,738,000 as […]

Citadel Advisors LLC purchased a new position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 126,104 shares of the company’s stock, valued at approximately $12,965,000. Other institutional investors and hedge funds […]

Wedmont Private Capital boosted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 14.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,545 shares of the company’s stock after purchasing an additional 4,547 shares […]

Principia Wealth Advisory LLC decreased its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 0.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 970,826 shares of the company’s stock after selling 4,758 shares during the period. […]

Tucker Asset Management LLC decreased its stake in iShares Short Treasury Bond ETF (NYSE:SHV – Free Report) by 17.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,403 shares of the company’s stock after selling 8,527 shares during […]

Tucker Asset Management LLC decreased its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 41.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 591,007 shares of the company’s stock after selling 422,978 shares during the […]

Simon Property Group, Inc. (NYSE:SPG – Get Free Report) declared a quarterly dividend on Monday, August 10th. Investors of record on Wednesday, September 9th will be paid a dividend of 2.25 per share by the real estate investment trust on Wednesday, September 30th. This represents a c) annualized dividend and a yield of 4.3%. The […]

Schulz Wealth LTD. acquired a new stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 22,877 shares of the company’s stock, valued at approximately $1,349,000. Vanguard Intermediate-Term Treasury ETF […]

Principia Wealth Advisory LLC lowered its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 20.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 73,506 shares of the company’s stock after selling 19,044 shares during the quarter. Vanguard Intermediate-Term […]

Trevian Wealth Management LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 157,778 shares of the company’s stock after purchasing an additional 5,995 shares during […]

HORAN Wealth LLC purchased a new stake in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 30,863 shares of the company’s stock, valued at approximately $1,463,000. Several other large […]

HORAN Wealth LLC lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 48.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,875 shares of the company’s stock after selling 14,781 shares during the quarter. Vanguard S&P 500 ETF […]

Planning Project LLC purchased a new stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 15,734 shares of the company’s stock, valued at approximately $1,276,000. Vanguard Intermediate-Term Corporate […]