Savvy Advisors Inc. raised its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 18.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,263 shares of the company’s stock after buying an additional 197 shares during […]

GWN Securities Inc. cut its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 77.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 403 shares of the company’s stock after selling 1,396 shares during the quarter. GWN Securities Inc.’s holdings in CrowdStrike were […]

Earned Wealth Advisors LLC boosted its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 6.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,377 shares of the financial services provider’s stock after purchasing an additional 150 shares during the quarter. Earned […]

Earned Wealth Advisors LLC bought a new stake in shares of CarMax, Inc. (NYSE:KMX – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 3,821 shares of the company’s stock, valued at approximately $257,000. Several other institutional investors have also […]

Pinnacle Associates Ltd. lifted its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 1.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 22,214 shares of the company’s stock after acquiring an additional 335 shares during the period. Pinnacle Associates Ltd.’s holdings in CrowdStrike were worth $11,314,000 at the end of the most […]

Earned Wealth Advisors LLC decreased its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 19.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,261 shares of the medical technology company’s stock after selling 1,248 shares during the quarter. […]

Putney Financial Group LLC cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 22.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,179 shares of the oil and gas company’s stock after selling 350 shares during the quarter. […]

Mill Capital Management LLC increased its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 0.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 135,993 shares of the business services provider’s stock after acquiring an additional 281 shares during the period. […]

Mill Capital Management LLC grew its position in VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 0.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,534 shares of the information services provider’s stock after buying an additional 181 shares during […]

Presima Securities ULC cut its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 92.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,233 shares of the real estate investment trust’s stock after selling 416,710 shares during the quarter. […]

Rede Wealth LLC trimmed its position in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) by 3.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,399 shares of the railroad operator’s stock after selling 75 shares during the period. Rede Wealth […]

Amalgamated Bank lifted its stake in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 2.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 11,392 shares of the aerospace company’s stock after buying an additional 235 shares during the period. Amalgamated Bank’s holdings in Transdigm Group were worth $17,323,000 at the […]

Pinnacle Associates Ltd. lessened its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 544,066 shares of the biopharmaceutical company’s stock after selling 18,644 shares during the quarter. Pinnacle Associates Ltd.’s holdings in Pfizer were worth $13,188,000 as of its most […]

GAM Holding AG reduced its position in Corpay, Inc. (NYSE:CPAY – Free Report) by 15.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,658 shares of the company’s stock after selling 832 shares during the period. GAM Holding AG’s holdings […]

Orion Capital Management LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 13.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,335 shares of the semiconductor manufacturer’s stock after purchasing an additional 160 shares during the period. […]

Atria Investments Inc lifted its position in Fastenal Company (NASDAQ:FAST – Free Report) by 183.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 134,162 shares of the company’s stock after purchasing an additional 86,841 shares during the quarter. Atria Investments Inc’s holdings […]

GAM Holding AG decreased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 11.4% during the second quarter, Holdings Channel.com reports. The firm owned 106,343 shares of the entertainment giant’s stock after selling 13,653 shares during the period. Walt Disney accounts for about 0.9% of GAM Holding AG’s portfolio, making […]

Great Lakes Retirement Inc. boosted its holdings in ConocoPhillips (NYSE:COP – Free Report) by 8.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 30,032 shares of the energy producer’s stock after buying an additional 2,255 shares during the period. Great Lakes Retirement Inc.’s holdings in ConocoPhillips […]

AlphaStar Capital Management LLC bought a new stake in Fastenal Company (NASDAQ:FAST – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 12,890 shares of the company’s stock, valued at approximately $541,000. A number of other institutional investors have also added to […]

Atria Investments Inc boosted its stake in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 3.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,928 shares of the aerospace company’s stock after acquiring an additional 131 shares during the […]

Great Lakes Retirement Inc. grew its holdings in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 421,560 shares of the energy company’s stock after buying an additional 9,426 shares during […]

Earned Wealth Advisors LLC acquired a new position in News Corporation (NASDAQ:NWSA – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 8,076 shares of the company’s stock, valued at approximately $240,000. A number of other hedge funds and other institutional investors have […]

Mill Capital Management LLC grew its position in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 0.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 128,220 shares of the company’s stock after purchasing an additional 423 shares during the period. Mill Capital Management LLC’s holdings […]

Dravo Bay LLC raised its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.8% in the second quarter, HoldingsChannel reports. The firm owned 39,503 shares of the company’s stock after acquiring an additional 706 shares during the period. Vanguard Value ETF comprises about 3.4% of Dravo Bay LLC’s investment portfolio, making […]

Great Lakes Retirement Inc. increased its position in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 10.4% during the second quarter, HoldingsChannel.com reports. The fund owned 11,898 shares of the specialty retailer’s stock after acquiring an additional 1,117 shares during the period. Great Lakes Retirement Inc.’s holdings in Genuine Parts were worth $1,455,000 […]

Twin City Private Wealth LLC decreased its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 0.9% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 7,652 shares of the real estate investment trust’s stock after selling 70 shares during the period. American Tower makes […]

Twin City Private Wealth LLC boosted its stake in shares of Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 7.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,227 shares of the pipeline company’s stock after buying an […]

AlphaStar Capital Management LLC raised its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 6.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,811 shares of the insurance provider’s stock after purchasing an additional 1,287 shares […]

Syverson Strege & Co grew its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 11.7% during the second quarter, HoldingsChannel reports. The firm owned 5,794 shares of the industrial products company’s stock after acquiring an additional 607 shares during the period. Syverson Strege & Co’s holdings in Emerson Electric were worth $772,000 at […]

Atria Investments Inc reduced its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 17.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,454 shares of the company’s stock after selling 8,388 shares during the period. Atria […]

Pinnacle Associates Ltd. decreased its stake in Truist Financial Corporation (NYSE:TFC – Free Report) by 1.4% in the second quarter, Holdings Channel.com reports. The firm owned 232,739 shares of the insurance provider’s stock after selling 3,225 shares during the period. Pinnacle Associates Ltd.’s holdings in Truist Financial were worth $10,005,000 at the end of the […]

Earned Wealth Advisors LLC purchased a new stake in Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,031 shares of the software maker’s stock, valued at approximately $204,000. Other hedge funds have also modified their holdings of the […]

Mill Capital Management LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,307 shares of the healthcare conglomerate’s stock after purchasing an additional 2,550 shares during the period. UnitedHealth Group […]

Rede Wealth LLC trimmed its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 0.4% in the second quarter, HoldingsChannel reports. The firm owned 58,546 shares of the company’s stock after selling 229 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for about 1.0% of Rede Wealth LLC’s holdings, making […]

Mesirow Financial Investment Management Inc. reduced its stake in shares of FedEx Corporation (NYSE:FDX – Free Report) by 1.9% in the second quarter, Holdings Channel.com reports. The institutional investor owned 131,430 shares of the shipping service provider’s stock after selling 2,489 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in FedEx were worth […]

Rede Wealth LLC lessened its position in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 5.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,734 shares of the company’s stock after selling 625 shares during the period. […]

Roble Belko & Company Inc lifted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 137.4% in the second quarter, HoldingsChannel reports. The fund owned 1,061 shares of the oil and gas company’s stock after purchasing an additional 614 shares during the quarter. Roble Belko & Company Inc’s holdings in Chevron were worth $152,000 […]

Earned Wealth Advisors LLC lifted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 45.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 86,965 shares of the exchange traded fund’s stock after buying an additional […]

Syverson Strege & Co purchased a new position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 893 shares of the company’s stock, valued at approximately $347,000. Several other hedge funds also recently […]

Great Lakes Retirement Inc. raised its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 9.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,077 shares of the restaurant operator’s stock after purchasing an additional 4,864 shares during the […]

Leeward Financial Partners LLC increased its holdings in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 84.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,457 shares of the textile maker’s stock after purchasing an additional 1,579 shares during […]

Syverson Strege & Co bought a new position in McKesson Corporation (NYSE:MCK – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 611 shares of the company’s stock, valued at approximately $448,000. Other institutional investors have also modified their holdings of the […]

Creekmur Asset Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 104.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,005 shares of the retailer’s stock after acquiring an additional 1,532 shares during […]

Syverson Strege & Co purchased a new stake in CVS Health Corporation (NYSE:CVS – Free Report) during the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 6,521 shares of the pharmacy operator’s stock, valued at approximately $450,000. A number of other hedge funds also recently made […]

Syverson Strege & Co acquired a new stake in shares of The Progressive Corporation (NYSE:PGR – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,272 shares of the insurance provider’s stock, valued at approximately $606,000. Several other large […]

Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 0.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 18,892 shares of the company’s stock after purchasing an additional 177 shares during the period. GE Aerospace makes up 0.7% of Bay Colony […]

Strait & Sound Wealth Management LLC cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,068 shares of the semiconductor manufacturer’s stock after selling 150 shares during the quarter. Broadcom accounts […]

Creative Financial Designs Inc. ADV lowered its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 28.8% in the second quarter, Holdings Channel reports. The firm owned 280,438 shares of the company’s stock after selling 113,377 shares during the quarter. Vanguard Russell 1000 Growth ETF accounts for 2.2% of Creative […]

Balentine LLC boosted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 421,090 shares of the company’s stock after acquiring an additional 6,331 shares during the period. Vanguard FTSE Developed Markets ETF makes up about 0.9% of Balentine LLC’s portfolio, making […]

Arkadios Wealth Advisors lifted its position in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 162.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 20,348 shares of the industrial products company’s stock after purchasing an additional 12,601 shares during the quarter. Arkadios […]