Institutional investors adjust major stock holdings in recent SEC filings

Recent SEC filings reveal significant shifts in institutional holdings across several major companies during the second quarter.

NewEdge Advisors LLC substantially increased its positions in multiple entities. The firm grew its stake in Starwood Property Trust, Inc. by 770.6%, bringing its total holdings to 125,301 shares valued at approximately $2,052,000. Additionally, NewEdge Advisors increased its position in McCormick & Company, Incorporated by 110.5% and raised its stake in Millrose Properties, Inc. by 172.1%.

Other notable institutional movements include Corient Private Wealth LP acquiring a new position in Warner Music Group Corp., purchasing 228,996 shares valued at roughly $6,199,000. Meanwhile, JPMorgan Chase & Co. expanded its existing holdings in Warner Music Group by 15.2%.