Home » SEC Filing Articles
Reynders McVeigh Capital Management LLC Reduces Stock Position in United Parcel Service, Inc. (NYSE:UPS)
Reynders McVeigh Capital Management LLC reduced its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 16.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Reynders McVeigh Capital Management LLC Has $1.17 Million Stock Holdings in Zoetis Inc. (NYSE:ZTS)
Reynders McVeigh Capital Management LLC reduced its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 14.5% in the 4th quarter, Holdings Channel reports. The fund owned 5,944 shares of the company’s stock after selling... More of this article »
Reynders McVeigh Capital Management LLC Has $398,000 Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)
Reynders McVeigh Capital Management LLC lessened its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 8.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,100 shares... More of this article »
VisionPoint Advisory Group LLC Grows Holdings in EPAM Systems, Inc. (NYSE:EPAM)
VisionPoint Advisory Group LLC increased its stake in EPAM Systems, Inc. (NYSE:EPAM – Free Report) by 1,012.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Northwest Financial Advisors Makes New Investment in The Charles Schwab Co. (NYSE:SCHW)
Northwest Financial Advisors bought a new stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Thompson Siegel & Walmsley LLC Buys 555 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Thompson Siegel & Walmsley LLC grew its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Reynders McVeigh Capital Management LLC Decreases Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Reynders McVeigh Capital Management LLC cut its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 30.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
The Sherwin-Williams Company (NYSE:SHW) Shares Sold by Reynders McVeigh Capital Management LLC
Reynders McVeigh Capital Management LLC cut its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Reynders McVeigh Capital Management LLC Lowers Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)
Reynders McVeigh Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
VisionPoint Advisory Group LLC Has $280,000 Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
VisionPoint Advisory Group LLC raised its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 11.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Northwest Financial Advisors Buys New Holdings in Toyota Motor Co. (NYSE:TM)
Northwest Financial Advisors purchased a new position in Toyota Motor Co. (NYSE:TM – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 186 shares of the company’s stock, valued... More of this article »
900 Shares in Ally Financial Inc. (NYSE:ALLY) Bought by Northwest Financial Advisors
Northwest Financial Advisors bought a new stake in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Holdings Cut by VisionPoint Advisory Group LLC
VisionPoint Advisory Group LLC trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Northwest Financial Advisors Acquires New Holdings in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)
Northwest Financial Advisors bought a new position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 268 shares of the... More of this article »
4,496 Shares in NextEra Energy, Inc. (NYSE:NEE) Bought by Calton & Associates Inc.
Calton & Associates Inc. purchased a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Thompson Siegel & Walmsley LLC Has $1.13 Million Holdings in TETRA Technologies, Inc. (NYSE:TTI)
Thompson Siegel & Walmsley LLC trimmed its position in TETRA Technologies, Inc. (NYSE:TTI – Free Report) by 18.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 249,097 shares of the... More of this article »
Thompson Siegel & Walmsley LLC Acquires Shares of 662 Fiserv, Inc. (NYSE:FI)
Thompson Siegel & Walmsley LLC bought a new stake in Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 662 shares of the business services provider’s... More of this article »
Northwest Financial Advisors Invests $137,000 in Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM)
Northwest Financial Advisors acquired a new stake in Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Northwest Financial Advisors Makes New Investment in iShares U.S. Medical Devices ETF (NYSEARCA:IHI)
Northwest Financial Advisors acquired a new stake in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,411 shares of the company’s stock,... More of this article »
Reynders McVeigh Capital Management LLC Invests $249,000 in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Reynders McVeigh Capital Management LLC acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Reynders McVeigh Capital Management LLC Trims Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)
Reynders McVeigh Capital Management LLC decreased its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 10.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Reynders McVeigh Capital Management LLC Sells 349 Shares of The Coca-Cola Company (NYSE:KO)
Reynders McVeigh Capital Management LLC lowered its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Reynders McVeigh Capital Management LLC Trims Stock Position in Linde plc (NASDAQ:LIN)
Reynders McVeigh Capital Management LLC lessened its stake in Linde plc (NASDAQ:LIN – Free Report) by 9.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Reynders McVeigh Capital Management LLC Cuts Stock Position in Kimberly-Clark Co. (NYSE:KMB)
Reynders McVeigh Capital Management LLC trimmed its position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Reynders McVeigh Capital Management LLC Decreases Stake in Emerson Electric Co. (NYSE:EMR)
Reynders McVeigh Capital Management LLC trimmed its holdings in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 17.3% during the fourth quarter, Holdings Channel reports. The fund owned 7,609 shares of the industrial... More of this article »
Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by Reynders McVeigh Capital Management LLC
Reynders McVeigh Capital Management LLC lowered its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 42.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Reynders McVeigh Capital Management LLC Has $1.24 Million Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Reynders McVeigh Capital Management LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 14.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Mawer Investment Management Ltd. Increases Stock Holdings in MSCI Inc. (NYSE:MSCI)
Mawer Investment Management Ltd. increased its position in MSCI Inc. (NYSE:MSCI – Free Report) by 8.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Reynders McVeigh Capital Management LLC Purchases 590 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Reynders McVeigh Capital Management LLC boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 21.9% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Mawer Investment Management Ltd. Invests $1.17 Million in iShares MSCI France ETF (NYSEARCA:EWQ)
Mawer Investment Management Ltd. bought a new stake in iShares MSCI France ETF (NYSEARCA:EWQ – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Mawer Investment Management Ltd. Buys New Position in Ferguson plc (NASDAQ:FERG)
Mawer Investment Management Ltd. purchased a new position in shares of Ferguson plc (NASDAQ:FERG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Mawer Investment Management Ltd. Makes New Investment in The Mosaic Company (NYSE:MOS)
Mawer Investment Management Ltd. purchased a new stake in shares of The Mosaic Company (NYSE:MOS – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 93,395 shares of... More of this article »
Mawer Investment Management Ltd. Has $3.81 Million Stock Holdings in RB Global, Inc. (NYSE:RBA)
Mawer Investment Management Ltd. grew its holdings in shares of RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) by 8.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 56,924 shares of the... More of this article »
VisionPoint Advisory Group LLC Purchases New Shares in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)
VisionPoint Advisory Group LLC purchased a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
VisionPoint Advisory Group LLC Has $172,000 Position in Danaher Co. (NYSE:DHR)
VisionPoint Advisory Group LLC lowered its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 16.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
VisionPoint Advisory Group LLC Trims Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
VisionPoint Advisory Group LLC decreased its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 28.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
VisionPoint Advisory Group LLC Raises Stock Holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
VisionPoint Advisory Group LLC increased its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 46.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
VisionPoint Advisory Group LLC Buys 4,974 Shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)
VisionPoint Advisory Group LLC grew its stake in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 37.9% in the fourth quarter, according to the company in its most recent... More of this article »
Northwest Financial Advisors Buys Shares of 54 Thermo Fisher Scientific Inc. (NYSE:TMO)
Northwest Financial Advisors acquired a new stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Northwest Financial Advisors Purchases New Position in United Parcel Service, Inc. (NYSE:UPS)
Northwest Financial Advisors bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Northwest Financial Advisors Takes Position in Iridium Communications Inc. (NASDAQ:IRDM)
Northwest Financial Advisors bought a new position in Iridium Communications Inc. (NASDAQ:IRDM – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 620 shares of the technology company’s... More of this article »
Northwest Financial Advisors Takes $100,000 Position in Honeywell International Inc. (NASDAQ:HON)
Northwest Financial Advisors purchased a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Northwest Financial Advisors Purchases New Stake in Rockwell Automation, Inc. (NYSE:ROK)
Northwest Financial Advisors purchased a new position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Northwest Financial Advisors Invests $173,000 in Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG)
Northwest Financial Advisors acquired a new position in Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Northwest Financial Advisors Purchases Shares of 1,672 Starbucks Co. (NASDAQ:SBUX)
Northwest Financial Advisors purchased a new stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
1,912 Shares in The TJX Companies, Inc. (NYSE:TJX) Purchased by Northwest Financial Advisors
Northwest Financial Advisors acquired a new stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Northwest Financial Advisors Acquires New Holdings in Kenvue Inc. (NYSE:KVUE)
Northwest Financial Advisors bought a new position in shares of Kenvue Inc. (NYSE:KVUE – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Mesirow Institutional Investment Management Inc. Takes Position in DoubleVerify Holdings, Inc. (NYSE:DV)
Mesirow Institutional Investment Management Inc. purchased a new stake in shares of DoubleVerify Holdings, Inc. (NYSE:DV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »