Fort Washington Investment Advisors Inc. OH announced a 4.1% increase in its stake in Paychex, Inc., bringing the firm’s total holdings to 343,109 shares. This boost follows the addition of 13,524 shares and reflects ongoing investor interest in the business services provider.
Patriot Financial Group Insurance Agency LLC has raised its stake in the Invesco NASDAQ 100 ETF by an impressive 83.3%. Newly filed 13F documents reveal the firm now holds 24,018 shares in the tech-focused fund, reflecting a notable vote of confidence in NASDAQ’s growth potential.
Fiduciary Alliance LLC boosted its investment portfolio by adding 13,639 shares of EQT Corporation during the first quarter. Valued at approximately $868,000, this acquisition underscores an ongoing interest in the oil and gas sector.
In its most recent SEC filing, Matisse Capital reported purchasing 262,527 shares in XAI Octagon Floating Rate & Alternative Income Trust, translating to an investment of roughly $1.39 million. This move underscores Matisse’s interest in floating-rate and alternative income market segments.
Freedom Investment Management Inc. recently raised its stake in the iShares Core MSCI Europe ETF by 25.8%, according to a 13F filing from the second quarter. The firm added 8,846 shares, bringing its total holdings to 43,085 shares and underscoring its interest in European equity exposure.
Sterling Investment Management LLC has lowered its stake in Cameco Corporation by 0.7% during the second quarter, as shown in its latest SEC filing. The firm now holds 44,713 shares, reflecting a measured rebalancing of its portfolio.
Whittier Trust Co. of Nevada Inc. increased its stake in TopBuild Corp. by 3.3% during the second quarter, adding 663 new shares. The construction-focused fund now holds a total of 20,877 shares, according to the latest filing with the Securities and Exchange Commission.
Atria Wealth Solutions Inc. recently increased its stake in the iShares Core 1-5 Year USD Bond ETF by 7.3% during the second quarter. Regulatory documents show the firm purchased an additional 430 shares, bringing its total holdings to 6,325 shares.
Mutual Advisors LLC has acquired 3,730 shares of Loews Corporation, valued at around $342,000, during the second quarter. This move was disclosed in the firm’s most recent 13F filing with the Securities and Exchange Commission.
TD Asset Management Inc. has boosted its stake in Kellanova, reflecting a small yet significant increase within the firm’s portfolio. The recent transaction, submitted via an SEC filing, underscores continued institutional interest in the NYSE-listed company.