Parsons Capital Management Inc. RI Has $240,000 Stock Position in iShares Russell Mid-Cap Growth ETF $IWP

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.

Parsons Capital Management Inc. RI Has $240,000 Stock Position in iShares Russell Mid-Cap Growth ETF $IWP

OLD Second National Bank of Aurora Has $6.12 Million Stock Position in Eli Lilly and Company $LLY

Old Second National Bank of Aurora has raised its holdings in Eli Lilly and Company, now possessing a $6.12 million position. According to its latest SEC filing, the bank increased its stake by 11.5% in the second quarter, reaching 7,856 shares in total.

OLD Second National Bank of Aurora Has $6.12 Million Stock Position in Eli Lilly and Company $LLY

Consolidated Portfolio Review Corp Takes $338,000 Position in iShares MBS ETF $MBB

Consolidated Portfolio Review Corp has taken a new position in iShares MBS ETF, acquiring 3,602 shares valued at approximately $338,000. The move, disclosed in a filing with the Securities and Exchange Commission, indicates the firm’s participation in the mortgage-backed securities market.

Consolidated Portfolio Review Corp Takes $338,000 Position in iShares MBS ETF $MBB

Harbour Capital Advisors LLC Sells 78 Shares of Microsoft Corporation $MSFT

Harbour Capital Advisors LLC decreased its Microsoft stake by 0.3% in the 2nd quarter, according to a recent SEC filing. The firm sold 78 shares, leaving it with 29,167, while Microsoft continues to account for a significant 3% share of its portfolio.

Sowell Financial Services LLC Has $174,000 Stock Position in BRAEMAR HOTELS & RESORTS INC. $BHR

Sowell Financial Services LLC expanded its investment in Braemar Hotels & Resorts by 12.8% during the second quarter, bringing its total shares to 71,171. This move reflects a $174,000 stake in the NYSE-listed hospitality firm.

Sowell Financial Services LLC Has $174,000 Stock Position in BRAEMAR HOTELS & RESORTS INC. $BHR

SEI Select Emerging Markets Equity ETF $SEEM Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC has reduced its holdings in SEI Select Emerging Markets Equity ETF by 2.2% in the second quarter. This move, reflected in a 13F filing with the Securities and Exchange Commission, leaves the investor with 135,972 shares of the fund.

SEI Select Emerging Markets Equity ETF $SEEM Shares Sold by Wealth Enhancement Advisory Services LLC

McAdam LLC Cuts Stake in Vanguard Communication Services ETF $VOX

McAdam LLC recently reported a substantial reduction in its holdings of Vanguard Communication Services ETF, trimming its stake by 30.2% in the first quarter. A total of 728 shares were sold, leaving the fund with 1,686 shares in this communication services-focused ETF.

McAdam LLC Cuts Stake in Vanguard Communication Services ETF $VOX

Parkman Healthcare Partners LLC Takes Position in Vera Therapeutics, Inc. $VERA

Parkman Healthcare Partners LLC purchased 76,125 shares of Vera Therapeutics in the first quarter, investing approximately $1,829,000. This acquisition reflects growing institutional interest, with other major players also revising their stakes in the company.

Parkman Healthcare Partners LLC Takes Position in Vera Therapeutics, Inc. $VERA

PDT Partners LLC Takes Position in Guaranty Bancshares, Inc. $GNTY

PDT Partners LLC has acquired 5,047 shares of Guaranty Bancshares, Inc., valued at approximately $202,000. This move fits into a broader pattern of hedge fund and institutional investments in the Texas-based bank stock.

PDT Partners LLC Takes Position in Guaranty Bancshares, Inc. $GNTY

Rubrik, Inc. $RBRK Shares Purchased by Alkeon Capital Management LLC

Alkeon Capital Management LLC raised its holdings in Rubrik, Inc. by 40%, adding 200,000 shares during the first quarter. This move, revealed in the firm’s SEC filing, brings Alkeon’s total Rubrik ownership to 700,000 shares.