Home » SEC Filing Articles
Saxon Interests Inc. Acquires 346 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
Saxon Interests Inc. raised its holdings in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Avanza Fonder AB Takes Position in Stryker Co. (NYSE:SYK)
Avanza Fonder AB purchased a new stake in shares of Stryker Co. (NYSE:SYK – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Lauer Wealth LLC Sells 1,100 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)
Lauer Wealth LLC decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Empirical Asset Management LLC Purchases New Holdings in The Boeing Company (NYSE:BA)
Empirical Asset Management LLC acquired a new stake in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 30,790 shares of the aircraft producer’s stock, valued... More of this article »
Cvfg LLC Invests $479,000 in Cummins Inc. (NYSE:CMI)
Cvfg LLC acquired a new stake in Cummins Inc. (NYSE:CMI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,375... More of this article »
KMG Fiduciary Partners LLC Grows Stock Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)
KMG Fiduciary Partners LLC boosted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 0.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 14,249 shares of the medical equipment... More of this article »
Goldstone Financial Group LLC Boosts Stock Holdings in Bank of America Co. (NYSE:BAC)
Goldstone Financial Group LLC grew its position in Bank of America Co. (NYSE:BAC) by 21.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 18,763 shares of the financial services provider’s stock after purchasing... More of this article »
Hennessy Advisors Inc. Sells 4,600 Shares of Wells Fargo & Company (NYSE:WFC)
Hennessy Advisors Inc. cut its position in shares of Wells Fargo & Company (NYSE:WFC) by 3.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 124,700 shares of the financial services provider’s stock... More of this article »
Goldstone Financial Group LLC Boosts Stock Holdings in Citigroup Inc. (NYSE:C)
Goldstone Financial Group LLC grew its holdings in Citigroup Inc. (NYSE:C – Free Report) by 28.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,161... More of this article »
Wealthcare Advisory Partners LLC Buys 1,170 Shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
Wealthcare Advisory Partners LLC increased its stake in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 1.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 95,096 shares... More of this article »
Morton Capital Management LLC CA Acquires 2,141 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Morton Capital Management LLC CA grew its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 58.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Channel Wealth LLC Acquires 1,054 Shares of AT&T Inc. (NYSE:T)
Channel Wealth LLC lifted its holdings in AT&T Inc. (NYSE:T – Free Report) by 7.6% in the fourth quarter, Holdings Channel reports. The fund owned 14,962 shares of the technology company’s stock after purchasing an... More of this article »
Fidelity Total Bond ETF (NYSEARCA:FBND) Stock Position Increased by Certified Advisory Corp
Certified Advisory Corp grew its position in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 397,080 shares of the company’s... More of this article »
CNB Bank Has $563,000 Stock Holdings in Constellation Brands, Inc. (NYSE:STZ)
CNB Bank cut its position in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 9.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Saxon Interests Inc. Has $319,000 Position in NextEra Energy, Inc. (NYSE:NEE)
Saxon Interests Inc. grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 24.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Tallon Kerry Patrick Makes New $236,000 Investment in Salesforce, Inc. (NYSE:CRM)
Tallon Kerry Patrick bought a new position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Ullmann Wealth Partners Group LLC Takes $234,000 Position in Salesforce, Inc. (NYSE:CRM)
Ullmann Wealth Partners Group LLC bought a new position in Salesforce, Inc. (NYSE:CRM – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 699 shares of the CRM provider’s stock, valued at approximately... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Acquired by Cohen Investment Advisors LLC
Cohen Investment Advisors LLC boosted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.4% during the fourth quarter, HoldingsChannel reports. The fund owned 11,222 shares of the CRM provider’s stock after... More of this article »
JGP Wealth Management LLC Raises Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
JGP Wealth Management LLC increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 23.8% in the 4th quarter, HoldingsChannel reports. The fund owned 5,049 shares of the company’s... More of this article »
JGP Wealth Management LLC Buys 66 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
JGP Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cypress Wealth Services LLC Acquires 931 Shares of Walmart Inc. (NYSE:WMT)
Cypress Wealth Services LLC increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 7.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
RDA Financial Network Has $4.54 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
RDA Financial Network increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,978 shares of... More of this article »
Occidental Asset Management LLC Acquires 1,074 Shares of Amgen Inc. (NASDAQ:AMGN)
Occidental Asset Management LLC lifted its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 12,973 shares of the medical research company’s stock... More of this article »
Boston Common Asset Management LLC Boosts Stock Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Boston Common Asset Management LLC grew its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 50,292... More of this article »
Avanza Fonder AB Makes New $11.13 Million Investment in Deere & Company (NYSE:DE)
Avanza Fonder AB acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 26,273 shares of the industrial products... More of this article »
Procyon Advisors LLC Acquires 745 Shares of The Travelers Companies, Inc. (NYSE:TRV)
Procyon Advisors LLC raised its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 4.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
BlackRock, Inc. (NYSE:BLK) Shares Sold by Edge Wealth Management LLC
Edge Wealth Management LLC decreased its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 1.3% during the 4th quarter, HoldingsChannel reports. The fund owned 14,857 shares of the asset manager’s stock... More of this article »
Woodstock Corp Sells 522 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Woodstock Corp reduced its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
CNB Bank Has $837,000 Stock Position in Digital Realty Trust, Inc. (NYSE:DLR)
CNB Bank lowered its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Goldstone Financial Group LLC Boosts Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Goldstone Financial Group LLC increased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 7.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
RDA Financial Network Buys 35,507 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
RDA Financial Network grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 217.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
CNB Bank Has $2.15 Million Stake in Caterpillar Inc. (NYSE:CAT)
CNB Bank increased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 5,921 shares of the industrial products company’s stock after acquiring... More of this article »
Essex Savings Bank Buys Shares of 659 CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Essex Savings Bank purchased a new position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Everpar Advisors LLC Purchases 903 Shares of Bristol-Myers Squibb (NYSE:BMY)
Everpar Advisors LLC raised its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 8.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 12,145 shares of the biopharmaceutical company’s... More of this article »
Tompkins Financial Corp Increases Stock Holdings in Synopsys, Inc. (NASDAQ:SNPS)
Tompkins Financial Corp increased its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 3.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 7,857 shares of the semiconductor company’s... More of this article »
Johnson & Johnson (NYSE:JNJ) Shares Sold by HCR Wealth Advisors
HCR Wealth Advisors lowered its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
West Coast Financial LLC Purchases 434 Shares of Visa Inc. (NYSE:V)
West Coast Financial LLC grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
StrongBox Wealth LLC Trims Stake in Broadcom Inc. (NASDAQ:AVGO)
StrongBox Wealth LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.3% during the fourth quarter, Holdings Channel reports. The firm owned 32,166 shares of the semiconductor manufacturer’s stock... More of this article »
48 Shares in Netflix, Inc. (NASDAQ:NFLX) Purchased by Decker Retirement Planning Inc.
Decker Retirement Planning Inc. purchased a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Tompkins Financial Corp Buys 453 Shares of Adobe Inc. (NASDAQ:ADBE)
Tompkins Financial Corp boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.4% in the fourth quarter, Holdings Channel reports. The firm owned 13,803 shares of the software company’s stock after purchasing... More of this article »
Wealthcare Advisory Partners LLC Acquires 1,708 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)
Wealthcare Advisory Partners LLC lifted its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 41,942 shares of the... More of this article »
Public Storage (NYSE:PSA) Shares Acquired by Tompkins Financial Corp
Tompkins Financial Corp increased its position in Public Storage (NYSE:PSA – Free Report) by 1.7% in the 4th quarter, Holdings Channel reports. The firm owned 24,943 shares of the real estate investment trust’s stock after... More of this article »
Relyea Zuckerberg Hanson LLC Has $675,000 Holdings in Linde plc (NASDAQ:LIN)
Relyea Zuckerberg Hanson LLC increased its position in Linde plc (NASDAQ:LIN – Free Report) by 2.2% in the fourth quarter, HoldingsChannel reports. The firm owned 1,612 shares of the basic materials company’s stock after... More of this article »
15,877 Shares in T-Mobile US, Inc. (NASDAQ:TMUS) Bought by Empirical Asset Management LLC
Empirical Asset Management LLC purchased a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 15,877 shares of the Wireless communications... More of this article »
Procyon Advisors LLC Acquires 380 Shares of Ameriprise Financial, Inc. (NYSE:AMP)
Procyon Advisors LLC grew its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 6.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Procyon Advisors LLC Has $6.91 Million Position in Autodesk, Inc. (NASDAQ:ADSK)
Procyon Advisors LLC increased its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 1.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 23,371 shares of the software company’s stock... More of this article »
Edge Wealth Management LLC Has $7.86 Million Stock Position in The Walt Disney Company (NYSE:DIS)
Edge Wealth Management LLC reduced its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 4.5% in the 4th quarter, Holdings Channel reports. The fund owned 70,545 shares of the entertainment giant’s stock... More of this article »
CNB Bank Sells 494 Shares of Hasbro, Inc. (NASDAQ:HAS)
CNB Bank cut its position in Hasbro, Inc. (NASDAQ:HAS – Free Report) by 13.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,083 shares of the company’s stock after selling 494 shares during the quarter.... More of this article »