Global Strategic Investment Solutions LLC recently scaled back its stake in Vanguard Small-Cap ETF by 1.4%. The firm sold 74 shares during the second quarter, leaving it with 5,368 shares in total.
Kickstand Ventures LLC. has boosted its holdings in the Invesco BulletShares 2027 Municipal Bond ETF by 11.9% this quarter, bringing its total to 16,977 shares. The transaction, revealed in the company’s latest SEC filing, underscores the investment firm’s increased commitment to municipal bonds.
Legacy Trust has purchased 2,526 shares of ONEOK, Inc. during the second quarter, totaling around $206,000. This new stake highlights the trust’s interest in the utilities market and emerges amid other institutional investors adjusting their holdings.
Verus Wealth Management LLC increased its holdings in the Vanguard S&P 500 Value ETF by 4.4%, adding 159 shares during the second quarter. The firm now holds 3,798 shares, according to its latest SEC filing. This move reflects an ongoing interest in value-oriented strategies among institutional investors.
Quent Capital LLC reduced its holdings in Unum Group by 13.5% during the second quarter, selling 870 shares in the process. According to a recent 13F filing with the SEC, the institutional investor now holds 5,572 shares of the financial services provider’s stock.
Tepp RIA LLC reduced its Apple shares by 6.5% during the second quarter, selling 382 shares. Despite that decrease, the iPhone maker still accounts for 1.5% of the fund’s holdings, making it its ninth largest position.
Hilltop National Bank has acquired 2,432 shares of Advanced Micro Devices, Inc., totaling approximately $345,000 in the second quarter. This move, reported through a 13F filing, underscores the bank’s focus on the growing semiconductor market.
Parsons Capital Management Inc. RI has reduced its holdings in the iShares Russell Mid-Cap Growth ETF by 42.3% during the second quarter, according to a recent SEC filing. The fund sold 1,268 shares, leaving it with 1,731 shares worth about $240,000.
Northwest Wealth Management LLC recently increased its holdings in Broadcom by 15.6%, reflecting continued institutional interest in the semiconductor industry. According to the company’s latest Form 13F filing with the SEC, the firm gained an additional 294 shares, bringing its total holdings to 2,175.
Cantor Fitzgerald Investment Advisors L.P. recently boosted its stake in Vanguard Short-Term Corporate Bond ETF (VCSH) by 3.5%. According to its latest SEC filing, the firm added nearly 200 shares during the second quarter, bringing its total to over 5,700 shares.
