Insight Wealth Strategies LLC recently reduced its stake in JPMorgan Chase & Co. by 11.9%, selling 1,438 shares in the second quarter. The move leaves the firm with 10,604 shares of the banking giant, according to its latest SEC filing.

Investors Research Corp expanded its holdings in the ProShares S&P 500 EX-Financials ETF (SPXN) by 11.5% during this year’s second quarter. According to a recent Securities & Exchange Commission filing, the firm purchased an additional 1,937 shares, bringing its total ownership to 18,714 shares.

Horizons Wealth Management recently brought its ownership in iShares iBonds Dec 2027 Term Treasury ETF to 42,259 shares. A newly filed report shows a 5% increase from the firm’s previous quarter, reflecting a deliberate addition of 2,011 shares.

Investors Research Corp significantly reduced its stake in SpartanNash Company during the second quarter. According to filings with the SEC, the firm sold 35,870 shares, representing an 84.5% reduction in its holdings.

A recent regulatory filing shows that Upper Left Wealth Management LLC reduced its holdings in the iShares International Treasury Bond ETF by 11.9% in the second quarter. The firm sold 1,926 shares, retaining 14,216 shares of the fund.

Bayforest Capital Ltd has sharply reduced its stake in Bio-Rad Laboratories, Inc., selling 194 shares during the first quarter. The latest regulatory filing confirms a 53.2% decrease in the company’s holdings of the medical research firm.

Integrity Alliance LLC. has added 8,216 shares of PPL Corporation to its portfolio in the first quarter, for a total cost of $297,000. This move places the investment fund among other institutional players engaging with the utilities provider.

Bayforest Capital Ltd has taken a new position in Advanced Micro Devices, acquiring 458 shares valued at about $47,000. The move, which took place during the first quarter, reflects a continuing trend among hedge funds recalibrating their semiconductor holdings.

Capital Market Strategies LLC has taken a significant step in revising its portfolio by selling 4,000 shares of The Home Depot. This move comes in the second quarter, marking a 70.3% decrease in its stake of the home improvement retailer’s stock.

Capital Market Strategies LLC has reshaped its investment in Chevron, cutting its shares by 3.6% in the second quarter. The firm’s recent SEC filing sheds light on what prompted the decision.

Capital Market Strategies LLC has lowered its holdings in Meta Platforms, Inc. by 13.3% in the second quarter, according to the firm’s SEC filing. The sale of 161 shares leaves the company with 1,048 shares, a stake valued at $774,000.

First Financial Bank Trust Division has added Tesla shares to its investment portfolio, purchasing 1,744 shares in the second quarter. This move, valued at approximately $554,000, underscores Tesla’s continued appeal among institutional investors.

Central Pacific Bank Trust Division has disclosed a 1.5% increase in its CVS Health holdings, adding 500 shares during the second quarter. This move, revealed in the latest SEC filing, brings the institutional investor’s total position to 33,000 shares of the pharmacy giant.

Pensionfund Sabic has reduced its McKesson Corporation holdings by nearly a quarter, selling 900 shares and retaining 2,750. The move was disclosed in the firm’s latest filing with the Securities & Exchange Commission, capturing the attention of investors tracking institutional strategies.

Pensionfund Sabic reduced its stake in Otis Worldwide Corporation by 15.2%, selling 2,500 shares during the first quarter. The institutional investor now holds 14,000 shares, according to a recent SEC filing.

City Center Advisors LLC has acquired a new position in semiconductor firm Rambus, totaling 4,110 shares valued at $263,000. The investment was disclosed in a Securities & Exchange Commission filing and took place in the second quarter.

McLean Asset Management Corp purchased 1,878 shares of Shopify, valued at roughly $215,000, during the second quarter this year. An SEC filing revealed the investment, underscoring continuing institutional interest in the e-commerce software maker.

Key Colony Management LLC has increased its position in Evolv Technologies by 2.0%, acquiring an additional 62,000 shares in the NASDAQ-listed firm. The move brings the fund’s total share count to 3,105,000 and solidifies Evolv as its third largest holding, accounting for approximately 21.9% of its portfolio.

Jacobi Capital Management LLC raised its position in Portland General Electric Company by 33.3% during the first quarter, bringing its total share count to 16,762. With an additional 4,191 shares acquired, the firm’s overall investment is now valued at $748,000—underscoring continued interest in the utility sector.

Advisors Capital Management LLC recently reduced its stake in the Vanguard Extended Market ETF by 5.7%, selling 265 shares in the first quarter. According to a 13F filing with the Securities and Exchange Commission, the firm now holds 4,350 shares of the fund, underscoring a modest recalibration of its institutional portfolio.

Strs Ohio has acquired 358,950 shares of Newmont Corporation, bringing a $17.3 million investment into the basic materials giant. The recent SEC filing highlights the fund’s growing interest in a key mining industry player, alongside other institutional investors and hedge funds.