JB Capital LLC cut its stake in UnitedHealth Group Incorporated ( NYSE:UNH – Free Report ) by 2.2% during the 2nd quarter, HoldingsChannel reports. The firm owned 10,561 shares of the healthcare conglomerate's stock after selling 237 shares during the quarter. JB Capital LLC's holdings in UnitedHealth Group were worth $5,077,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also modified their holdings of the company. Chelsea Counsel Co. acquired a new position in UnitedHealth Group in the fourth quarter worth about $27,000.

https://www.dailypolitical.com/2023/10/09/jb-capital-llc-cuts-holdings-in-unitedhealth-group-incorporated-nyseunh.html

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Braun Bostich & Associates Inc. increased its stake in UnitedHealth Group Incorporated ( NYSE:UNH – Free Report ) by 4.8% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 704 shares of the healthcare conglomerate's stock after buying an additional 32 shares during the period. Braun Bostich & Associates Inc.'s holdings in UnitedHealth Group were worth $339,000 as of its most recent filing with the Securities & Exchange Commission.

https://www.dailypolitical.com/2023/10/09/braun-bostich-associates-inc-boosts-stock-position-in-unitedhealth-group-incorporated-nyseunh.html

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Institute for Wealth Management LLC. grew its position in shares of Vanguard Utilities ETF ( NYSEARCA:VPU – Free Report ) by 94.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 3,173 shares of the company's stock after buying an additional 1,542 shares during the quarter. Institute for Wealth Management LLC.'s holdings in Vanguard Utilities ETF were worth $451,000 as of its most recent filing with the SEC. Several other hedge funds also recently made changes to their positions in VPU.

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Fifth Third Bancorp acquired a new stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the second quarter, Holdings Channel reports. The fund acquired 162,839 shares of the company's stock, valued at approximately $8,762,000. A number of other hedge funds and other institutional investors have also added to or reduced […] The post Fifth Third Bancorp Takes $8.76 Million Position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/fifth-third-bancorp-takes-8-76-million-position-in-avantis-emerging-markets-equity-etf-nysearcaavem.html

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Institute for Wealth Management LLC. reduced its stake in The Trade Desk, Inc. ( NASDAQ:TTD – Free Report ) by 3.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,226 shares of the technology company's stock after selling 388 shares during the quarter. Institute for Wealth Management LLC.'s holdings in Trade Desk were worth $790,000 at the end of the most recent reporting period. Several other large investors have also recently bought and sold shares of the stock.

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-has-790000-stock-position-in-the-trade-desk-inc-nasdaqttd.html

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Fifth Third Bancorp reduced its holdings in shares of MetLife, Inc. ( NYSE:MET – Free Report ) by 8.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 180,305 shares of the financial services provider's stock after selling 16,658 shares during the period. Fifth Third Bancorp's holdings in MetLife were worth $10,193,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other hedge funds have also modified their holdings of the company.

https://www.dailypolitical.com/2023/10/09/metlife-inc-nysemet-shares-sold-by-fifth-third-bancorp.html

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Cozad Asset Management Inc. raised its stake in Omnicom Group Inc. ( NYSE:OMC – Free Report ) by 0.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,176 shares of the business services provider's stock after purchasing an additional 217 shares during the period. Cozad Asset Management Inc.'s holdings in Omnicom Group were worth $2,395,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

https://www.dailypolitical.com/2023/10/09/omnicom-group-inc-nyseomc-shares-bought-by-cozad-asset-management-inc.html

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Cozad Asset Management Inc. boosted its position in shares of Essex Property Trust, Inc. ( NYSE:ESS – Free Report ) by 4.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 6,682 shares of the real estate investment trust's stock after purchasing an additional 262 shares during the quarter. Cozad Asset Management Inc.'s holdings in Essex Property Trust were worth $1,566,000 at the end of the most recent reporting period. Other institutional investors also recently bought and sold shares of the company.

https://www.dailypolitical.com/2023/10/09/cozad-asset-management-inc-grows-holdings-in-essex-property-trust-inc-nyseess.html

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Assenagon Asset Management S.A. lessened its stake in Freeport-McMoRan Inc. ( NYSE:FCX – Free Report ) by 78.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 341,368 shares of the natural resource company's stock after selling 1,265,924 shares during the quarter. Assenagon Asset Management S.A.'s holdings in Freeport-McMoRan were worth $13,655,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors have also made changes to their positions in FCX.

https://www.dailypolitical.com/2023/10/09/assenagon-asset-management-s-a-has-13-66-million-stock-position-in-freeport-mcmoran-inc-nysefcx.html

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FARMERS & MERCHANTS TRUST Co OF LONG BEACH trimmed its stake in shares of Pfizer Inc. ( NYSE:PFE – Free Report ) by 1.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 55,463 shares of the biopharmaceutical company's stock after selling 876 shares during the quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH's holdings in Pfizer were worth $2,034,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in PFE.

https://www.dailypolitical.com/2023/10/09/farmers-merchants-trust-co-of-long-beach-sells-876-shares-of-pfizer-inc-nysepfe.html

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Ameritas Advisory Services LLC reduced its position in Honeywell International Inc. ( NASDAQ:HON – Free Report ) by 43.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,539 shares of the conglomerate's stock after selling 1,979 shares during the quarter. Ameritas Advisory Services LLC's holdings in Honeywell International were worth $516,000 at the end of the most recent quarter. Other hedge funds also recently bought and sold shares of the company.

https://www.dailypolitical.com/2023/10/09/ameritas-advisory-services-llc-sells-1979-shares-of-honeywell-international-inc-nasdaqhon.html

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Monte Financial Group LLC raised its holdings in Chevron Co. ( NYSE:CVX – Free Report ) by 1.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 38,405 shares of the oil and gas company's stock after acquiring an additional 590 shares during the quarter. Chevron comprises 2.9% of Monte Financial Group LLC's portfolio, making the stock its 7th largest position. Monte Financial Group LLC's holdings in Chevron were worth $6,043,000 as of its most recent SEC filing.

https://www.dailypolitical.com/2023/10/09/monte-financial-group-llc-has-6-04-million-holdings-in-chevron-co-nysecvx.html

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Summit Trail Advisors LLC bought a new position in Marriott International, Inc. (NASDAQ:MAR – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,892 shares of the company's stock, valued at approximately $348,000. Several other hedge funds and other institutional investors have also […] The post 1,892 Shares in Marriott International, Inc. (NASDAQ:MAR) Acquired by Summit Trail Advisors LLC first appeared on Daily Political .

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Ziegler Capital Management LLC lessened its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 21.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 123,009 shares of the biopharmaceutical company's stock after selling 32,897 shares during the period. Ziegler Capital Management LLC's […] The post Pfizer Inc. (NYSE:PFE) Shares Sold by Ziegler Capital Management LLC first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/pfizer-inc-nysepfe-shares-sold-by-ziegler-capital-management-llc.html

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Mathes Company Inc. bought a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 31,400 shares of the biopharmaceutical company's stock, valued at approximately $1,152,000. A number of other hedge […] The post Mathes Company Inc. Invests $1.15 Million in Pfizer Inc. (NYSE:PFE) first appeared on Daily Political .

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Summit Trail Advisors LLC lifted its stake in Novartis AG (NYSE:NVS – Free Report) by 20.2% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,261 shares of the company's stock after acquiring an additional 716 shares during the period. Summit Trail Advisors LLC's holdings in […] The post Summit Trail Advisors LLC Buys 716 Shares of Novartis AG (NYSE:NVS) first appeared on Daily Political .

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Assenagon Asset Management S.A. lessened its stake in Devon Energy Co. ( NYSE:DVN – Free Report ) by 7.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 284,556 shares of the energy company's stock after selling 23,585 shares during the period. Assenagon Asset Management S.A.'s holdings in Devon Energy were worth $13,755,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently modified their holdings of DVN.

https://www.dailypolitical.com/2023/10/09/assenagon-asset-management-s-a-sells-23585-shares-of-devon-energy-co-nysedvn.html

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Benchmark Financial Wealth Advisors LLC decreased its position in shares of Pfizer Inc. ( NYSE:PFE – Free Report ) by 4.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,860 shares of the biopharmaceutical company's stock after selling 318 shares during the period. Benchmark Financial Wealth Advisors LLC's holdings in Pfizer were worth $252,000 at the end of the most recent reporting period. A number of other large investors have also added to or reduced their stakes in PFE.

https://www.dailypolitical.com/2023/10/09/benchmark-financial-wealth-advisors-llc-sells-318-shares-of-pfizer-inc-nysepfe.html

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Summit Trail Advisors LLC grew its stake in shares of Marathon Petroleum Co. ( NYSE:MPC – Free Report ) by 37.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,286 shares of the oil and gas company's stock after acquiring an additional 897 shares during the period. Summit Trail Advisors LLC's holdings in Marathon Petroleum were worth $383,000 at the end of the most recent reporting period. Other institutional investors and hedge funds have also recently modified their holdings of the company.

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Dupont Capital Management Corp bought a new position in shares of Kite Realty Group Trust ( NYSE:KRG – Free Report ) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 18,474 shares of the real estate investment trust's stock, valued at approximately $413,000. Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in KRG. BlackRock Inc. lifted its holdings in Kite Realty Group Trust by 12.

https://www.dailypolitical.com/2023/10/09/dupont-capital-management-corp-makes-new-413000-investment-in-kite-realty-group-trust-nysekrg.html

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Institute for Wealth Management LLC. lifted its position in iShares U.S. Transportation ETF (BATS:IYT – Free Report) by 2.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,487 shares of the exchange traded fund's stock after acquiring an additional 51 shares during […] The post Institute for Wealth Management LLC. Has $621,000 Stock Holdings in iShares U.S. Transportation ETF (BATS:IYT) first appeared on Daily Political .

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United Asset Strategies Inc. reduced its holdings in Chevron Co. ( NYSE:CVX – Free Report ) by 25.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 72,015 shares of the oil and gas company's stock after selling 24,637 shares during the quarter. Chevron accounts for 1.4% of United Asset Strategies Inc.'s portfolio, making the stock its 20th largest position. United Asset Strategies Inc.'s holdings in Chevron were worth $11,332,000 as of its most recent SEC filing.

https://www.dailypolitical.com/2023/10/09/chevron-co-nysecvx-shares-sold-by-united-asset-strategies-inc.html

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Eads & Heald Wealth Management raised its stake in Pfizer Inc. ( NYSE:PFE – Free Report ) by 33.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,035 shares of the biopharmaceutical company's stock after acquiring an additional 4,035 shares during the period. Eads & Heald Wealth Management's holdings in Pfizer were worth $588,000 as of its most recent SEC filing. Other institutional investors and hedge funds also recently bought and sold shares of the company.

https://www.dailypolitical.com/2023/10/09/eads-heald-wealth-management-buys-4035-shares-of-pfizer-inc-nysepfe.html

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Institute for Wealth Management LLC. lowered its stake in TCW Strategic Income Fund, Inc. (NYSE:TSI – Free Report) by 5.7% in the second quarter, HoldingsChannel.com reports. The firm owned 123,479 shares of the financial services provider's stock after selling 7,492 shares during the quarter. Institute for Wealth Management LLC.'s holdings in TCW Strategic Income Fund […] The post Institute for Wealth Management LLC. Has $572,000 Position in TCW Strategic Income Fund, Inc. (NYSE:TSI) first appeared on Daily Political .

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Montecito Bank & Trust cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 5.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,951 shares of the biopharmaceutical company's stock after selling 3,257 shares during the quarter. Montecito Bank & Trust's […] The post Montecito Bank & Trust Trims Holdings in Pfizer Inc. (NYSE:PFE) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/montecito-bank-trust-trims-holdings-in-pfizer-inc-nysepfe.html

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Cozad Asset Management Inc. lifted its stake in SPDR Dow Jones Industrial Average ETF Trust ( NYSEARCA:DIA – Free Report ) by 2.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 3,743 shares of the exchange traded fund's stock after purchasing an additional 89 shares during the quarter. Cozad Asset Management Inc.'s holdings in SPDR Dow Jones Industrial Average ETF Trust were worth $1,287,000 as of its most recent SEC filing. Other large investors have also recently made changes to their positions in the company.

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Institute for Wealth Management LLC. lowered its position in shares of Dollar General Co. ( NYSE:DG – Free Report ) by 6.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 2,916 shares of the company's stock after selling 197 shares during the period. Institute for Wealth Management LLC.'s holdings in Dollar General were worth $495,000 at the end of the most recent reporting period. Other hedge funds also recently bought and sold shares of the company. First Manhattan Co. grew its stake in Dollar General by 447.

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-trims-stock-position-in-dollar-general-co-nysedg.html

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Fifth Third Bancorp decreased its stake in shares of Target Co. (NYSE:TGT – Free Report) by 9.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 86,534 shares of the retailer's stock after selling 9,064 shares during the period. Fifth Third Bancorp's holdings in Target were worth […] The post Fifth Third Bancorp Sells 9,064 Shares of Target Co. (NYSE:TGT) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/fifth-third-bancorp-sells-9064-shares-of-target-co-nysetgt.html

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Forum Financial Management LP lessened its stake in Applied Materials, Inc. ( NASDAQ:AMAT – Free Report ) by 8.2% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 5,992 shares of the manufacturing equipment provider's stock after selling 537 shares during the quarter. Forum Financial Management LP's holdings in Applied Materials were worth $866,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently made changes to their positions in the stock.

https://www.dailypolitical.com/2023/10/09/forum-financial-management-lp-sells-537-shares-of-applied-materials-inc-nasdaqamat.html

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Institute for Wealth Management LLC. boosted its holdings in The St. Joe Company (NYSE:JOE – Free Report) by 11.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,062 shares of the financial services provider's stock after acquiring an additional 1,299 shares during […] The post Institute for Wealth Management LLC. Acquires 1,299 Shares of The St. Joe Company (NYSE:JOE) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-acquires-1299-shares-of-the-st-joe-company-nysejoe.html

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