Last mentioned: Mar 21, 2026
Legacy Wealth Management LLC MS reduced its stake in Palo Alto Networks by 7.8% during the fourth quarter, according to recent SEC filings. Despite the sale of 3,182 shares, the cybersecurity leader remains the firm's 10th largest position, signaling continued institutional confidence.
Invenomic Capital Management LP has increased its position in LiveRamp Holdings by 61.4%, signaling strong institutional confidence in the data connectivity platform. The move, disclosed in a recent SEC filing, brings Invenomic's total stake to nearly 470,000 shares.
Institutional investor Oberndorf William E reduced its position in Atlassian Corporation PLC by 32.4% during the third quarter, according to recent SEC filings. Despite the sell-off, Atlassian remains the firm's seventh-largest holding, representing 7.6% of its total portfolio.
HUB Investment Partners LLC has established significant new positions in Pacer’s free cash flow-focused ETFs, investing over $12 million across small-cap and large-cap 'Cash Cow' funds. The move signals a strategic shift toward quality and value-oriented factors as institutional investors seek resilient cash-generating assets.
Insigneo Advisory Services LLC has increased its holdings in the iShares Ethereum Trust ETF (ETHA) by 48.5%, signaling a strategic shift among wealth managers toward spot crypto exposure. The firm now holds over 145,000 shares, reflecting growing institutional confidence in Ethereum as a core portfolio asset.