IFP Advisors Inc has substantially expanded its position in AECOM according to a new Form 13F filing. Their stake surged by 80.9% in the second quarter, bringing the total to 2,124 shares after acquiring an additional 950.
Johnson Investment Counsel Inc. reduced its holdings in Peoples Bancorp Inc. by 53.9% during the second quarter, selling 19,707 shares. It now holds 16,876 shares, reflecting a substantial adjustment in its position in the regional bank.
Checchi Capital Advisers LLC has disclosed a 4.2% reduction in its McKesson Corporation holding during the second quarter, selling 55 shares overall. According to its most recent SEC filing, the institution now holds 1,259 shares of the health-care services company.
BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.
Worth Asset Management LLC has reduced its holdings in Vanguard Total Stock Market ETF by more than half, according to a recent SEC filing. The firm sold 2,543 shares during the second quarter, leaving it with 2,496 shares of the broad-market fund.
Sapient Capital LLC purchased 12,205 shares of Karman Holdings Inc. during the second quarter, valued at about $615,000. The move, detailed in the firm’s latest SEC filing, underscores ongoing institutional interest in the company.
Wesbanco Bank Inc. has acquired 93,437 shares of the First Trust Low Duration Opportunities ETF, valued at approximately $4.6 million, during the second quarter. The transaction was disclosed in the bank’s most recent Form 13F filing with the SEC.
Bridgeway Capital Management LLC increased its stake in B&G Foods by 3.6% during the first quarter. According to a recent SEC filing, the firm bought an additional 22,064 shares, bringing its total holdings to 637,178 shares.
Connecticut Wealth Management LLC has slightly increased its position in McKesson Corporation, raising its holdings by 0.6% in the first quarter. An SEC filing shows the firm owns 6,171 shares after acquiring 38 additional shares, reflecting a modest but notable vote of confidence.
