Home » SEC Filing Articles
Vanguard S&P 500 ETF $VOO Stock Position Boosted by CVA Family Office LLC
CVA Family Office LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
3,757 Shares in Vicor Corporation $VICR Purchased by First Bank & Trust
First Bank & Trust acquired a new position in Vicor Corporation (NASDAQ:VICR – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Cullen Investment Group LTD. Acquires 2,085 Shares of Visa Inc. $V
Cullen Investment Group LTD. raised its holdings in Visa Inc. (NYSE:V – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,774... More of this article »
DAVENPORT & Co LLC Cuts Stock Position in Keysight Technologies Inc. $KEYS
DAVENPORT & Co LLC decreased its position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 21.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
DAVENPORT & Co LLC Acquires 21,313 Shares of Unilever PLC $UL
DAVENPORT & Co LLC boosted its holdings in shares of Unilever PLC (NYSE:UL – Free Report) by 37.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 78,400 shares of the company’s... More of this article »
DAVENPORT & Co LLC Reduces Holdings in Booz Allen Hamilton Holding Corporation $BAH
DAVENPORT & Co LLC lowered its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 30.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Northrop Grumman Corporation $NOC Shares Acquired by Czech National Bank
Czech National Bank lifted its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
2,880 Shares in Phillips 66 $PSX Purchased by Foster Group Inc.
Foster Group Inc. acquired a new position in shares of Phillips 66 (NYSE:PSX – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,880... More of this article »
Czech National Bank Has $19.84 Million Stock Holdings in Equinix, Inc. $EQIX
Czech National Bank lifted its holdings in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
DAVENPORT & Co LLC Increases Stock Position in Paychex, Inc. $PAYX
DAVENPORT & Co LLC lifted its position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 110.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Czech National Bank Buys 14,641 Shares of U.S. Bancorp $USB
Czech National Bank raised its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 409,881 shares of the financial services... More of this article »
Eli Lilly and Company $LLY Shares Bought by DAVENPORT & Co LLC
DAVENPORT & Co LLC boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 11.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
DAVENPORT & Co LLC Boosts Stock Position in Motorola Solutions, Inc. $MSI
DAVENPORT & Co LLC grew its position in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 107.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,372 shares of the... More of this article »
DAVENPORT & Co LLC Acquires 18,631 Shares of Alerian MLP ETF $AMLP
DAVENPORT & Co LLC raised its stake in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 13.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 162,254 shares of the exchange... More of this article »
Broadcom Inc. $AVGO Shares Sold by BDF Gestion
BDF Gestion reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Butensky & Cohen Financial Security Inc. Purchases Shares of 13,940 iShares Gold Trust $IAU
Butensky & Cohen Financial Security Inc. acquired a new position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
BostonPremier Wealth LLC Purchases 15,270 Shares of iShares Core S&P Mid-Cap ETF $IJH
BostonPremier Wealth LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
BDF Gestion Has $19.31 Million Stock Holdings in JPMorgan Chase & Co. $JPM
BDF Gestion cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
iShares Gold Trust $IAU Shares Sold by Buttonwood Financial Group LLC
Buttonwood Financial Group LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 24.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Alphabet Inc. $GOOG Shares Purchased by Avanza Fonder AB
Avanza Fonder AB boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 343,151... More of this article »
5,554 Shares in Meta Platforms, Inc. $META Purchased by Clear Trail Advisors LLC
Clear Trail Advisors LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Vertex Pharmaceuticals Incorporated $VRTX Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. trimmed its holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 99.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 937 shares... More of this article »
E. Ohman J or Asset Management AB Has $48.77 Million Holdings in Alphabet Inc. $GOOG
E. Ohman J or Asset Management AB lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Congress Asset Management Co. Cuts Stock Holdings in Meta Platforms, Inc. $META
Congress Asset Management Co. lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
E. Ohman J or Asset Management AB Takes Position in EchoStar Corporation $SATS
E. Ohman J or Asset Management AB acquired a new position in shares of EchoStar Corporation (NASDAQ:SATS – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 4,620... More of this article »
Contravisory Investment Management Inc. Sells 4,715 Shares of Alphabet Inc. $GOOG
Contravisory Investment Management Inc. lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 10.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 42,510 shares... More of this article »
7,749 Shares in Prudential Financial, Inc. $PRU Purchased by Diversified Trust Co.
Diversified Trust Co. acquired a new position in Prudential Financial, Inc. (NYSE:PRU – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Cultivar Capital Inc. Buys New Stake in Alphabet Inc. $GOOG
Cultivar Capital Inc. purchased a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 4,952 shares of the information... More of this article »
Alphabet Inc. $GOOG Stock Holdings Lowered by Community Trust & Investment Co.
Community Trust & Investment Co. lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Russell 1000 Growth ETF $IWF Stock Position Cut by FMA Wealth Management LLC
FMA Wealth Management LLC trimmed its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Flagstar Advisors Inc. Reduces Position in iShares Core U.S. Aggregate Bond ETF $AGG
Flagstar Advisors Inc. decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 45.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 42,084... More of this article »
First Financial Corp IN Grows Position in First Financial Corporation Indiana $THFF
First Financial Corp IN boosted its holdings in First Financial Corporation Indiana (NASDAQ:THFF – Free Report) by 3.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by Compton Wealth Advisory Group LLC
Compton Wealth Advisory Group LLC reduced its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Flagstar Advisors Inc. Decreases Holdings in First Trust Institutional Preferred Securities and Income ETF $FPEI
Flagstar Advisors Inc. decreased its stake in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) by 46.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Flagstar Advisors Inc. Purchases 2,396 Shares of VanEck Semiconductor ETF $SMH
Flagstar Advisors Inc. increased its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 68.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
FMA Wealth Management LLC Invests $6.94 Million in iMGP DBi Managed Futures Strategy ETF $DBMF
FMA Wealth Management LLC bought a new stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
FMA Wealth Management LLC Has $6.74 Million Stake in Fidelity Enhanced International ETF $FENI
FMA Wealth Management LLC raised its holdings in Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 18.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Flagstar Advisors Inc. Has $3.91 Million Stock Position in iShares MSCI EAFE ETF $EFA
Flagstar Advisors Inc. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 36.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Compton Wealth Advisory Group LLC Reduces Stock Position in Vanguard Growth ETF $VUG
Compton Wealth Advisory Group LLC cut its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Ferguson Wellman Capital Management Inc. Trims Position in Procter & Gamble Company (The) $PG
Ferguson Wellman Capital Management Inc. decreased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 5.4% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Flagstar Advisors Inc. Sells 4,187 Shares of SPDR Gold Shares $GLD
Flagstar Advisors Inc. lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 53.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Compton Wealth Advisory Group LLC Has $13.88 Million Holdings in Vanguard Core Bond ETF $VCRB
Compton Wealth Advisory Group LLC increased its stake in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 46.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Flagstar Advisors Inc. Sells 4,256 Shares of iShares Russell 1000 Value ETF $IWD
Flagstar Advisors Inc. reduced its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Flagstar Advisors Inc. Cuts Stock Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
Flagstar Advisors Inc. lowered its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 71.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Flagstar Advisors Inc. Purchases 8,247 Shares of Vanguard Long-Term Bond ETF $BLV
Flagstar Advisors Inc. boosted its position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 8.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Flagstar Advisors Inc. Sells 10,542 Shares of iShares Russell Mid-Cap Growth ETF $IWP
Flagstar Advisors Inc. cut its position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 80.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
iShares Core Dividend Growth ETF $DGRO Shares Sold by Flagstar Advisors Inc.
Flagstar Advisors Inc. cut its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 21.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Ferguson Wellman Capital Management Inc. Sells 1,500 Shares of Woodward, Inc. $WWD
Ferguson Wellman Capital Management Inc. lowered its position in Woodward, Inc. (NASDAQ:WWD – Free Report) by 31.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »