Cozad Asset Management Inc. lifted its position in AstraZeneca PLC ( NASDAQ:AZN – Free Report ) by 5.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 22,200 shares of the company's stock after buying an additional 1,049 shares during the quarter. Cozad Asset Management Inc.'s holdings in AstraZeneca were worth $1,589,000 at the end of the most recent reporting period. Other institutional investors and hedge funds have also recently modified their holdings of the company.

https://www.dailypolitical.com/2023/10/09/astrazeneca-plc-nasdaqazn-shares-acquired-by-cozad-asset-management-inc.html

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Summit Trail Advisors LLC bought a new position in Synopsys, Inc. ( NASDAQ:SNPS – Free Report ) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 692 shares of the semiconductor company's stock, valued at approximately $301,000. A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Bedrijfstakpensioenfonds Voor DE Media PNO boosted its stake in Synopsys by 36.

https://www.dailypolitical.com/2023/10/09/summit-trail-advisors-llc-acquires-new-shares-in-synopsys-inc-nasdaqsnps.html

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Ameritas Advisory Services LLC trimmed its holdings in Fidelity National Information Services, Inc. ( NYSE:FIS – Free Report ) by 2.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,594 shares of the information technology services provider's stock after selling 197 shares during the quarter. Ameritas Advisory Services LLC's holdings in Fidelity National Information Services were worth $391,000 at the end of the most recent quarter.

https://www.dailypolitical.com/2023/10/09/ameritas-advisory-services-llc-trims-stock-holdings-in-fidelity-national-information-services-inc-nysefis.html

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Provence Wealth Management Group decreased its stake in Visa Inc. ( NYSE:V – Free Report ) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,937 shares of the credit-card processor's stock after selling 107 shares during the quarter. Provence Wealth Management Group's holdings in Visa were worth $935,000 as of its most recent SEC filing. Several other institutional investors have also modified their holdings of the stock.

https://www.dailypolitical.com/2023/10/09/visa-inc-nysev-shares-sold-by-provence-wealth-management-group.html

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OLD National Bancorp IN decreased its position in First Financial Co. (NASDAQ:THFF – Free Report) by 4.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,350 shares of the bank's stock after selling 1,200 shares during the period. OLD National Bancorp IN owned approximately 0.20% of First Financial worth $791,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company.

https://www.dailypolitical.com/2023/10/09/old-national-bancorp-in-decreases-stake-in-first-financial-co-nasdaqthff.html

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UMB Bank n.a. cut its holdings in shares of Delta Air Lines, Inc. ( NYSE:DAL – Free Report ) by 4.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,544 shares of the transportation company's stock after selling 441 shares during the period. UMB Bank n.a.'s holdings in Delta Air Lines were worth $454,000 as of its most recent SEC filing. Other institutional investors and hedge funds have also made changes to their positions in the company.

https://www.dailypolitical.com/2023/10/09/umb-bank-n-a-cuts-stock-position-in-delta-air-lines-inc-nysedal.html

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Summit Trail Advisors LLC increased its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 126.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,026 shares of the oil and gas company's stock after purchasing an additional 6,726 […] The post Chevron Co. (NYSE:CVX) Shares Purchased by Summit Trail Advisors LLC first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/chevron-co-nysecvx-shares-purchased-by-summit-trail-advisors-llc.html

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Lodestone Wealth Management LLC raised its position in Pfizer Inc. ( NYSE:PFE – Free Report ) by 16.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,608 shares of the biopharmaceutical company's stock after purchasing an additional 3,660 shares during the period. Lodestone Wealth Management LLC's holdings in Pfizer were worth $939,000 at the end of the most recent reporting period. Several other large investors have also recently bought and sold shares of PFE.

https://www.dailypolitical.com/2023/10/09/lodestone-wealth-management-llc-purchases-3660-shares-of-pfizer-inc-nysepfe.html

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Concorde Asset Management LLC reduced its holdings in shares of Chevron Co. ( NYSE:CVX – Free Report ) by 24.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,781 shares of the oil and gas company's stock after selling 568 shares during the period. Concorde Asset Management LLC's holdings in Chevron were worth $280,000 at the end of the most recent reporting period. Other large investors have also bought and sold shares of the company.

https://www.dailypolitical.com/2023/10/09/concorde-asset-management-llc-lowers-stake-in-chevron-co-nysecvx.html

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Albion Financial Group UT decreased its holdings in shares of UnitedHealth Group Incorporated ( NYSE:UNH – Free Report ) by 1.8% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 36,969 shares of the healthcare conglomerate's stock after selling 666 shares during the period. UnitedHealth Group makes up approximately 1.6% of Albion Financial Group UT's portfolio, making the stock its 16th largest position. Albion Financial Group UT's holdings in UnitedHealth Group were worth $17,769,000 as of its most recent filing with the Securities & Exchange Commission.

https://www.dailypolitical.com/2023/10/09/albion-financial-group-ut-has-17-77-million-stock-holdings-in-unitedhealth-group-incorporated-nyseunh.html

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Institute for Wealth Management LLC. boosted its stake in shares of SPDR S&P MidCap 400 ETF Trust ( NYSEARCA:MDY – Free Report ) by 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,583 shares of the exchange traded fund's stock after buying an additional 54 shares during the quarter. Institute for Wealth Management LLC.'s holdings in SPDR S&P MidCap 400 ETF Trust were worth $758,000 as of its most recent SEC filing. Several other institutional investors also recently added to or reduced their stakes in the stock.

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-buys-54-shares-of-spdr-sp-midcap-400-etf-trust-nysearcamdy.html

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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. 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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Institute for Wealth Management LLC. reduced its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 12.1% during the 2nd quarter, HoldingsChannel reports. The fund owned 12,509 shares of the company's stock after selling 1,724 shares during the period. Institute for Wealth Management LLC.'s holdings in Invesco Ultra Short Duration […] The post Institute for Wealth Management LLC. Sells 1,724 Shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-sells-1724-shares-of-invesco-ultra-short-duration-etf-nysearcagsy.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. trimmed its stake in shares of The Mosaic Company ( NYSE:MOS – Free Report ) by 1.6% in the second quarter, Holdings Channel.com reports. The firm owned 39,651 shares of the basic materials company's stock after selling 659 shares during the quarter. Cozad Asset Management Inc.'s holdings in Mosaic were worth $1,388,000 at the end of the most recent reporting period. Other institutional investors have also added to or reduced their stakes in the company. High Net Worth Advisory Group LLC acquired a new position in Mosaic during the 1st quarter worth approximately $33,000.

https://www.dailypolitical.com/2023/10/09/cozad-asset-management-inc-has-1-39-million-stock-holdings-in-the-mosaic-company-nysemos.html

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Raymond James & Associates raised its holdings in General Dynamics Co. ( NYSE:GD – Free Report ) by 5.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 433,804 shares of the aerospace company's stock after purchasing an additional 21,599 shares during the period. Raymond James & Associates' holdings in General Dynamics were worth $93,333,000 at the end of the most recent reporting period. Other institutional investors have also modified their holdings of the company.

https://www.dailypolitical.com/2023/10/09/raymond-james-associates-grows-stock-holdings-in-general-dynamics-co-nysegd.html

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Fifth Third Bancorp lowered its position in Invesco QQQ ( NASDAQ:QQQ – Free Report ) by 6.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,918 shares of the exchange traded fund's stock after selling 1,943 shares during the quarter. Fifth Third Bancorp's holdings in Invesco QQQ were worth $10,683,000 at the end of the most recent quarter. Other institutional investors and hedge funds have also recently bought and sold shares of the company.

https://www.dailypolitical.com/2023/10/09/invesco-qqq-nasdaqqqq-stock-holdings-reduced-by-fifth-third-bancorp.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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Chevy Chase Trust Holdings LLC lessened its stake in The Clorox Company (NYSE:CLX – Free Report) by 1.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 88,068 shares of the company's stock after selling 1,253 shares during the period. Chevy Chase Trust Holdings LLC's holdings in Clorox were worth $14,006,000 at the end of […] The post Chevy Chase Trust Holdings LLC Sells 1,253 Shares of The Clorox Company (NYSE:CLX) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/chevy-chase-trust-holdings-llc-sells-1253-shares-of-the-clorox-company-nyseclx.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 .

https://www.dailypolitical.com/2023/10/09/1892-shares-in-marriott-international-inc-nasdaqmar-acquired-by-summit-trail-advisors-llc.html

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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 .

https://www.dailypolitical.com/2023/10/09/mathes-company-inc-invests-1-15-million-in-pfizer-inc-nysepfe.html

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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 .

https://www.dailypolitical.com/2023/10/09/summit-trail-advisors-llc-buys-716-shares-of-novartis-ag-nysenvs.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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