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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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.

https://www.dailypolitical.com/2023/10/09/cozad-asset-management-inc-buys-89-shares-of-spdr-dow-jones-industrial-average-etf-trust-nysearcadia.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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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 .

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-has-572000-position-in-tcw-strategic-income-fund-inc-nysetsi.html

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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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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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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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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.

https://www.dailypolitical.com/2023/10/09/summit-trail-advisors-llc-buys-897-shares-of-marathon-petroleum-co-nysempc.html

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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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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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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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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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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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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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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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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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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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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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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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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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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.

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-raises-holdings-in-vanguard-utilities-etf-nysearcavpu.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. decreased its position in Seagen Inc. ( NASDAQ:SGEN – Free Report ) by 2.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 2,980 shares of the biotechnology company's stock after selling 63 shares during the period. Institute for Wealth Management LLC.'s holdings in Seagen were worth $574,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also recently made changes to their positions in SGEN.

https://www.dailypolitical.com/2023/10/09/institute-for-wealth-management-llc-sells-63-shares-of-seagen-inc-nasdaqsgen.html

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SVB Wealth LLC lessened its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 17.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,784 shares of the semiconductor company's stock after selling 385 shares during the quarter. SVB Wealth LLC's holdings in Synopsys […] The post SVB Wealth LLC Has $777,000 Stock Holdings in Synopsys, Inc. (NASDAQ:SNPS) first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/svb-wealth-llc-has-777000-stock-holdings-in-synopsys-inc-nasdaqsnps.html

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Dupont Capital Management Corp lifted its position in shares of Onto Innovation Inc. (NYSE:ONTO – Free Report) by 35.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,113 shares of the semiconductor company's stock after purchasing an additional 822 shares during the period. Dupont […] The post Onto Innovation Inc. (NYSE:ONTO) Shares Acquired by Dupont Capital Management Corp first appeared on Daily Political .

https://www.dailypolitical.com/2023/10/09/onto-innovation-inc-nyseonto-shares-acquired-by-dupont-capital-management-corp.html

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