GAM Holding AG reduced its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 21.7% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 4,723 shares of the company’s stock after selling 1,310 shares during the period. GAM Holding AG’s holdings in CrowdStrike were worth $2,405,000 at […]

IFG Advisory LLC grew its position in shares of BlackRock (NYSE:BLK – Free Report) by 3.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,391 shares of the asset manager’s stock after purchasing an additional 106 shares during […]

Assetmark Inc. lifted its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 5.5% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 169,406 shares of the financial services provider’s stock after buying an additional 8,781 shares during the period. Assetmark Inc.’s holdings in Morgan Stanley were worth $23,862,000 at the end […]

AlphaQuest LLC decreased its position in Spire Inc. (NYSE:SR – Free Report) by 62.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,237 shares of the utilities provider’s stock after selling 7,099 shares during the period. AlphaQuest LLC’s holdings in Spire were worth $309,000 […]

Haven Private LLC purchased a new stake in shares of SAP SE (NYSE:SAP – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 709 shares of the software maker’s stock, valued at approximately $216,000. Several other institutional investors have also recently made […]

Balentine LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 89.6% in the second quarter, Holdings Channel.com reports. The institutional investor owned 2,571 shares of the electric vehicle producer’s stock after purchasing an additional 1,215 shares during the period. Balentine LLC’s holdings in Tesla were worth $817,000 as of its most recent […]

AMG National Trust Bank increased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 6.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,405 shares of the software maker’s stock after purchasing an additional 90 shares during the quarter. AMG […]

Balentine LLC grew its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 86.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,871 shares of the chip maker’s stock after purchasing an additional 9,213 shares during the period. Balentine LLC’s […]

Crescent Sterling Ltd. increased its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 17.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,423 shares of the software maker’s stock after purchasing an additional 212 shares during the quarter. Intuit […]

Integrity Alliance LLC. reduced its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 28.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,469 shares of the company’s stock after selling 6,438 shares during the quarter. Integrity Alliance LLC.’s […]

GAM Holding AG lessened its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 8.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 125,879 shares of the oil and gas company’s stock after selling 11,313 shares during the period. Exxon Mobil accounts […]

Linscomb Wealth Inc. bought a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 501 shares of the company’s stock, valued at approximately $265,000. Other large investors have also recently bought and […]

Linscomb Wealth Inc. grew its position in Ecolab Inc. (NYSE:ECL – Free Report) by 6.8% during the second quarter, HoldingsChannel.com reports. The fund owned 12,588 shares of the basic materials company’s stock after acquiring an additional 803 shares during the quarter. Linscomb Wealth Inc.’s holdings in Ecolab were worth $3,392,000 at the end of the […]

Savvy Advisors Inc. raised its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 25.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 4,598 shares of the oil and gas company’s stock after acquiring an additional 925 shares during the period. Savvy Advisors Inc.’s holdings in Phillips 66 were worth $549,000 […]

Simon Quick Advisors LLC grew its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 38.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,362 shares of the energy producer’s stock after buying an additional 2,599 shares during […]

Balentine LLC acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,945 shares of the credit services provider’s stock, valued at approximately $219,000. A number of other […]

GAM Holding AG cut its holdings in Darling Ingredients Inc. (NYSE:DAR – Free Report) by 12.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,132 shares of the company’s stock after selling 3,935 shares during the quarter. GAM Holding AG’s holdings in Darling […]

Integrity Alliance LLC. decreased its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 46.4% during the second quarter, HoldingsChannel reports. The firm owned 3,893 shares of the company’s stock after selling 3,369 shares during the quarter. Integrity Alliance LLC.’s holdings in CrowdStrike were worth $1,983,000 as of its most recent filing with the Securities & […]

Rede Wealth LLC lifted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 6.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 539 shares of the semiconductor company’s stock after purchasing an additional 35 shares during the period. Rede Wealth LLC’s holdings in ASML were worth $432,000 at the […]

Retirement Systems of Alabama trimmed its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 0.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 275,208 shares of the medical technology company’s stock after selling 343 shares during the […]

Balentine LLC cut its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 14.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 152 shares of the business services provider’s stock after selling 25 shares during the period. Balentine LLC’s holdings in Booking were worth $880,000 as […]

Savvy Advisors Inc. grew its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 93.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 145 shares of the business services provider’s stock after purchasing an additional 70 shares during the quarter. Savvy Advisors Inc.’s holdings in Booking were worth $841,000 as […]

HBK Sorce Advisory LLC lifted its holdings in shares of Ford Motor Company (NYSE:F – Free Report) by 3.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,608 shares of the auto manufacturer’s stock after buying an additional 1,187 shares during […]

Spire Wealth Management decreased its position in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 4.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 307 shares of the business services provider’s stock after selling 14 shares during the quarter. Spire […]

Amalgamated Bank lowered its stake in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 2.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 68,685 shares of the company’s stock after selling 2,082 shares during the quarter. Amalgamated Bank’s holdings in Kimberly-Clark were worth $8,855,000 at the end of the most recent quarter. […]

Arkadios Wealth Advisors boosted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 20.4% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,430 shares of the software maker’s stock after buying an additional 412 shares during the period. Arkadios Wealth Advisors’ holdings in Intuit were […]

Rede Wealth LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 3.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,858 shares of the entertainment giant’s stock after selling 100 shares during the quarter. Rede Wealth […]

Arkadios Wealth Advisors grew its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 8.2% during the 2nd quarter, Holdings Channel.com reports. The fund owned 11,978 shares of the company’s stock after acquiring an additional 903 shares during the period. Arkadios Wealth Advisors’ holdings in Zoetis were worth $1,868,000 at the end of the most […]

Balentine LLC raised its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 19.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,133 shares of the railroad operator’s stock after purchasing an additional 182 shares during the period. Balentine […]

Crescent Sterling Ltd. lifted its stake in Chubb Limited (NYSE:CB – Free Report) by 48.9% during the 2nd quarter, Holdings Channel reports. The firm owned 2,064 shares of the financial services provider’s stock after acquiring an additional 678 shares during the period. Crescent Sterling Ltd.’s holdings in Chubb were worth $598,000 at the end of […]

Atria Investments Inc trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 224,324 shares of the information services provider’s stock after selling 13,126 shares during the period. Atria […]

Strs Ohio grew its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 8.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,964 shares of the aerospace company’s stock after acquiring an additional 3,776 shares during the period. Strs Ohio’s […]

Integrity Alliance LLC. reduced its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 46.4% in the 2nd quarter, Holdings Channel.com reports. The fund owned 31,931 shares of the oil and gas company’s stock after selling 27,629 shares during the quarter. Integrity Alliance LLC.’s holdings in Exxon Mobil were worth $3,442,000 as of its […]

HBK Sorce Advisory LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 54,752 shares of the information services provider’s stock after acquiring an additional 314 shares during the period. HBK Sorce Advisory LLC’s holdings in Alphabet were worth $9,713,000 at […]

Premier Path Wealth Partners LLC grew its holdings in Visa Inc. (NYSE:V – Free Report) by 4.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,196 shares of the credit-card processor’s stock after purchasing an additional 430 shares during the quarter. Premier Path Wealth Partners LLC’s holdings in Visa were worth $3,975,000 as of […]

Leeward Financial Partners LLC bought a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,314 shares of the company’s stock, valued at approximately $244,000. Several other institutional investors also recently bought and sold […]

Creekmur Asset Management LLC lifted its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 27.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,463 shares of the business services provider’s stock after purchasing an additional 312 shares during […]

Earned Wealth Advisors LLC grew its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 11.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,183 shares of the financial services provider’s stock after purchasing an additional 117 shares during the quarter. Earned […]

Spire Wealth Management trimmed its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 34.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,021 shares of the company’s stock after selling 10,035 shares during the period. Spire Wealth Management’s […]

Integrity Alliance LLC. reduced its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 48.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,934 shares of the entertainment giant’s stock after selling 11,939 shares during the period. […]

Linscomb Wealth Inc. reduced its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,680 shares of the company’s stock after selling 60 shares during the quarter. Linscomb Wealth Inc.’s holdings […]

Savvy Advisors Inc. grew its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 54.0% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 3,177 shares of the company’s stock after purchasing an additional 1,114 shares during the period. Savvy Advisors Inc.’s holdings in Zoetis […]

Arkadios Wealth Advisors raised its stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 7.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,179 shares of the utilities provider’s stock after acquiring an additional 1,788 shares during the quarter. Arkadios […]

AMG National Trust Bank increased its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 1.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,037 shares of the basic materials company’s stock after buying an additional 38 shares during the quarter. AMG […]

Creekmur Asset Management LLC grew its position in Ecolab Inc. (NYSE:ECL – Free Report) by 34.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,191 shares of the basic materials company’s stock after purchasing an additional 303 shares during the quarter. […]

Hutchinson Financial Advisors INC purchased a new position in shares of Sanofi (NASDAQ:SNY – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 22,039 shares of the company’s stock, valued at approximately $1,065,000. A number of other institutional investors and hedge funds have also […]

Moody Aldrich Partners LLC lowered its position in shares of JOYY Inc. (NASDAQ:YY – Free Report) by 7.6% in the 2nd quarter, Holdings Channel.com reports. The fund owned 12,886 shares of the information services provider’s stock after selling 1,054 shares during the period. Moody Aldrich Partners LLC’s holdings in JOYY were worth $535,000 at the […]

Bessemer Group Inc. cut its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 52.4% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 10,349 shares of the utilities provider’s stock after selling 11,370 shares during the quarter. Bessemer Group Inc.’s holdings in Entergy were worth $860,000 at the end of the most recent […]

Prairie Wealth Advisors Inc. grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 19,015 shares of the information services provider’s stock after acquiring an additional 86 shares during the quarter. Alphabet comprises about 1.4% of Prairie Wealth Advisors Inc.’s investment portfolio, making the […]

Great Lakes Retirement Inc. grew its position in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 57.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 5,784 shares of the basic materials company’s stock after acquiring an additional 2,108 shares during the quarter. Great Lakes Retirement Inc.’s […]