Quent Capital LLC has signaled continued faith in The Coca-Cola Company by increasing its holdings by more than 10% in the second quarter. Recent 13F filings with the Securities & Exchange Commission reveal the firm now owns over 16,000 shares, valued at $1.17 million.
Maridea Wealth Management LLC recently reduced its stake in Cleanspark, Inc. by 11.3% during the second quarter. In a filing with the SEC, the firm reported selling 33,682 shares to bring its holdings to 264,911.
UMB Bank n.a. made a nuanced change in its portfolio by selling 43 shares of The Progressive Corporation during the second quarter. While the transaction is small, it underscores how financial institutions adjust their holdings based on market and strategic considerations.
Sapient Capital LLC announced a 25.3% reduction in its stake in the SPDR S&P MidCap 400 ETF Trust, selling 155 shares in the second quarter of 2025. According to its latest 13F filing with the SEC, the firm now owns 457 shares of the fund.
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.
Acadian Asset Management LLC recently scaled back its investment in OneSpan Inc, reducing its position by nearly a fifth. Securities and Exchange Commission filings reveal the firm’s decision to sell 176,200 shares, leaving it with 812,185 shares at quarter’s end.
The State of Wyoming sharply increased its stake in InMode Ltd. by more than 500% in the first quarter. Official records show that an additional 16,378 shares were acquired, boosting the healthcare company’s total holdings to 19,396 shares.
Activest Wealth Management has significantly boosted its position in American Express, increasing its stake by a remarkable 214.6% in the first quarter. According to an SEC filing, the firm added 264 shares, bringing its total holdings to 387. This move reflects the wealth manager’s growing confidence in the payment services giant.
HighTower Advisors LLC has made a subtle change to its investment in Guild Holdings Company by selling 1,054 shares in the first quarter. This move, reflecting a 0.8% reduction, leaves HighTower with a total of 124,257 shares of the mortgage lender.