Savant Capital LLC lowered its position in shares of BlackRock (NYSE:BLK – Free Report) by 22.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 7,446 shares of the asset manager’s stock after selling 2,189 shares during the period. Savant Capital LLC’s holdings in BlackRock were worth $7,813,000 […]

Bensler LLC lifted its holdings in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 15.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,444 shares of the coffee company’s stock after purchasing an additional 1,535 shares during the […]

Texas Yale Capital Corp. grew its stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) by 8.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,814 shares of the specialty retailer’s stock after buying an additional 362 shares during the period. Texas […]

Texas Yale Capital Corp. boosted its holdings in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 3.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 28,588 shares of the financial services provider’s stock after purchasing an additional 900 shares during the quarter. Texas Yale Capital Corp.’s holdings in Nasdaq were worth $2,556,000 as of […]

Hemington Wealth Management cut its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 147,969 shares of the iPhone maker’s stock after selling 1,289 shares during the quarter. Apple comprises about 4.4% […]

Y Intercept Hong Kong Ltd grew its position in Watsco, Inc. (NYSE:WSO – Free Report) by 75.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 983 shares of the construction company’s stock after buying an additional 424 shares […]

Facet Wealth Inc. boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 43.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 9,217 shares of the information services provider’s stock after buying an additional 2,811 shares during the quarter. Facet Wealth Inc.’s holdings in Alphabet were worth $1,769,000 as of its […]

Crestwood Advisors Group LLC reduced its holdings in Eversource Energy (NYSE:ES – Free Report) by 49.2% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 3,510 shares of the utilities provider’s stock after selling 3,393 shares during the period. Crestwood Advisors Group LLC’s holdings in Eversource Energy were worth $223,000 at the end of […]

Inman Jager Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 9,094 shares of the iPhone maker’s stock after purchasing an additional 227 shares during the period. Apple comprises about 1.3% of Inman Jager Wealth Management LLC’s portfolio, making […]

Soltis Investment Advisors LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,419 shares of the information services provider’s stock after purchasing an additional 1,232 shares during the period. Soltis Investment Advisors LLC’s holdings […]

Y Intercept Hong Kong Ltd trimmed its position in Sempra Energy (NYSE:SRE – Free Report) by 89.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,504 shares of the utilities provider’s stock after selling 46,681 shares during the quarter. Y Intercept […]

Paradigm Asset Management Co. LLC decreased its holdings in shares of DTE Energy Company (NYSE:DTE – Free Report) by 37.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,000 shares of the utilities provider’s stock after selling 4,200 shares during the quarter. Paradigm Asset […]

Fox Run Management L.L.C. increased its position in shares of Elastic N.V. (NYSE:ESTC – Free Report) by 185.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,222 shares of the company’s stock after buying an additional 16,393 shares during the period. Elastic accounts for […]

Ethos Financial Group LLC bought a new stake in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 259 shares of the biotechnology company’s stock, valued at approximately $214,000. Several other institutional investors and hedge funds have […]

CM Wealth Advisors LLC lowered its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 33.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,086 shares of the oil and gas company’s stock after selling 3,052 shares during the period. CM Wealth […]

Envestnet Asset Management Inc. boosted its stake in Roblox Corporation (NYSE:RBLX – Free Report) by 74.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 117,031 shares of the company’s stock after purchasing an additional 50,087 shares during the period. Envestnet Asset Management Inc.’s holdings in Roblox were […]

Innealta Capital LLC bought a new stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 703 shares of the company’s stock, valued at approximately $237,000. Several other large investors have also made changes to their […]

Savant Capital LLC raised its stake in Axis Capital Holdings Limited (NYSE:AXS – Free Report) by 6.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 71,553 shares of the insurance provider’s stock after buying an additional 4,637 shares during the period. Savant Capital […]

Sovereign Financial Group Inc. raised its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,874 shares of the iPhone maker’s stock after acquiring an additional 1,065 shares during the quarter. Apple makes […]

Decker Retirement Planning Inc. increased its stake in GE Aerospace (NYSE:GE – Free Report) by 7,538.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,436 shares of the company’s stock after purchasing an additional 14,247 shares during the period. GE Aerospace makes up 2.2% of […]

Atria Investments Inc decreased its position in Agilent Technologies, Inc. (NYSE:A – Free Report) by 6.8% during the 2nd quarter, Holdings Channel reports. The firm owned 6,740 shares of the medical research company’s stock after selling 491 shares during the period. Atria Investments Inc’s holdings in Agilent Technologies were worth $795,000 at the end of […]

Golden State Wealth Management LLC trimmed its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 19.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,286 shares of the company’s stock after selling 563 shares during […]

PCJ Investment Counsel Ltd. lessened its holdings in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) by 16.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 47,360 shares of the bank’s stock after selling 9,510 shares during the quarter. […]

Texas Yale Capital Corp. decreased its stake in shares of Flowers Foods, Inc. (NYSE:FLO – Free Report) by 28.7% during the second quarter, HoldingsChannel.com reports. The fund owned 31,076 shares of the company’s stock after selling 12,479 shares during the period. Texas Yale Capital Corp.’s holdings in Flowers Foods were worth $497,000 as of its […]

Y Intercept Hong Kong Ltd purchased a new stake in shares of Tourmaline Bio, Inc. (NASDAQ:TRML – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 22,056 shares of the company’s stock, valued at approximately $353,000. Y Intercept Hong […]

PCJ Investment Counsel Ltd. lessened its holdings in shares of Thomson Reuters Co. (NYSE:TRI – Free Report) (TSE:TRI) by 4.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,560 shares of the business services provider’s stock after selling 386 […]

Savant Capital LLC boosted its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 46.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 31,365 shares of the insurance provider’s stock after acquiring an additional 9,923 shares during the quarter. Savant Capital LLC’s holdings in Travelers Companies were worth $8,391,000 at the […]

Teacher Retirement System of Texas decreased its position in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) by 85.3% during the second quarter, Holdings Channel.com reports. The institutional investor owned 11,480 shares of the company’s stock after selling 66,881 shares during the quarter. Teacher Retirement System of Texas’ holdings in Tempus AI were worth […]

Savant Capital LLC grew its position in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 24.2% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 35,829 shares of the insurance provider’s stock after buying an additional 6,978 shares during the quarter. Savant Capital LLC’s holdings in Allstate were worth $7,213,000 at the end […]

Texas Yale Capital Corp. lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 9.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,719 shares of the industrial products company’s stock after selling 393 shares during the period. […]

Soltis Investment Advisors LLC cut its position in shares of The Kroger Co. (NYSE:KR – Free Report) by 96.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,683 shares of the company’s stock after selling 119,807 shares during the quarter. Soltis Investment […]

Chancellor Financial Group WB LP boosted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 14.4% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 4,870 shares of the oil and gas company’s stock after buying an additional 613 shares during the period. Chancellor […]

North Capital Inc. bought a new stake in QuantumScape Corporation (NYSE:QS – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,090 shares of the company’s stock, valued at approximately $27,000. A number of other institutional investors […]

Tabor Asset Management LP increased its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 5.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,781 shares of the real estate investment trust’s stock after buying an additional […]

Bank of New York Mellon Corp lessened its holdings in DT Midstream, Inc. (NYSE:DTM – Free Report) by 2.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 999,257 shares of the company’s stock after selling 27,729 shares during the quarter. Bank of […]

Envestnet Asset Management Inc. lessened its stake in shares of PJT Partners Inc. (NYSE:PJT – Free Report) by 1.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 79,890 shares of the financial services provider’s stock after selling 1,364 shares during the period. Envestnet Asset Management Inc.’s holdings in PJT Partners were worth $13,183,000 […]

Paradigm Asset Management Co. LLC lifted its holdings in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 98.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 18,500 shares of the business services provider’s stock after acquiring an additional 9,200 shares during the period. Paradigm Asset Management Co. LLC’s holdings in Omnicom […]

Resona Asset Management Co. Ltd. lowered its stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 0.3% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 72,474 shares of the energy company’s stock after selling 252 shares during the period. Resona Asset Management Co. […]

OneAscent Wealth Management LLC decreased its position in Duke Energy Corporation (NYSE:DUK – Free Report) by 26.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 2,051 shares of the utilities provider’s stock after selling 746 shares during the quarter. OneAscent Wealth Management LLC’s holdings in Duke Energy were worth $242,000 at the end […]

Resona Asset Management Co. Ltd. increased its stake in Corning Incorporated (NYSE:GLW – Free Report) by 4.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 264,803 shares of the electronics maker’s stock after purchasing an additional 10,508 shares during the quarter. Resona Asset […]

Soltis Investment Advisors LLC purchased a new position in Amphenol Corporation (NYSE:APH – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,097 shares of the electronics maker’s stock, valued at approximately $306,000. A number of other […]

Bank of New York Mellon Corp reduced its position in shares of Owens Corning Inc (NYSE:OC – Free Report) by 7.0% in the second quarter, HoldingsChannel reports. The firm owned 804,913 shares of the construction company’s stock after selling 60,752 shares during the quarter. Bank of New York Mellon Corp’s holdings in Owens Corning were […]

Texas Yale Capital Corp. decreased its stake in shares of Chart Industries, Inc. (NYSE:GTLS – Free Report) by 37.2% during the second quarter, HoldingsChannel.com reports. The firm owned 5,400 shares of the industrial products company’s stock after selling 3,200 shares during the period. Texas Yale Capital Corp.’s holdings in Chart Industries were worth $889,000 at […]

Teacher Retirement System of Texas cut its position in shares of Embecta Corp. (NASDAQ:EMBC – Free Report) by 12.6% during the 2nd quarter, Holdings Channel reports. The firm owned 79,974 shares of the company’s stock after selling 11,551 shares during the period. Teacher Retirement System of Texas’ holdings in Embecta were worth $775,000 at the […]

Garrison Point Advisors LLC trimmed its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 15.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,077 shares of the aerospace company’s stock after selling 200 shares […]

Chancellor Financial Group WB LP grew its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 33.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,025 shares of the company’s stock after acquiring an additional 256 shares […]

Texas Yale Capital Corp. increased its stake in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 6.0% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,865 shares of the real estate investment trust’s stock after buying an additional 612 shares during […]

Resona Asset Management Co. Ltd. lifted its position in shares of Ford Motor Company (NYSE:F – Free Report) by 5.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,533,119 shares of the auto manufacturer’s stock after buying an additional 72,832 shares […]

Soltis Investment Advisors LLC reduced its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 37.0% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 3,600 shares of the biopharmaceutical company’s stock after selling 2,113 shares during the period. Soltis Investment Advisors LLC’s holdings in Gilead […]

First Eagle Investment Management LLC boosted its position in shares of Murphy Oil Corporation (NYSE:MUR – Free Report) by 2.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 321,500 shares of the oil and gas producer’s stock after buying an additional 7,000 shares […]