Envestnet Portfolio Solutions Inc. significantly cut its investment in The Clorox Company during the second quarter. Newly released documents reveal the firm sold over 22,000 shares, leaving it with 6,475 shares now valued at $778,000.
Greenleaf Trust sold 1,098 shares of General Mills in the second quarter, reducing its stake by 6.7%. The fund now holds 15,274 shares valued at $791,000. This move highlights a strategic shift in its investment choices.
Clarity Financial LLC has increased its holdings in ONEOK, Inc. by more than a third, reflecting the firm’s confidence in the utilities provider. This move brings its total investment to $14.97 million and highlights ONEOK’s heightened importance within Clarity’s portfolio.
SeaCrest Wealth Management LLC has decreased its stake in Costco Wholesale Corporation by selling 714 shares in the second quarter, marking a 6.8% reduction. According to filings, the institutional investor now holds 9,740 shares, which amount to 1.0% of its overall portfolio.
