Home » SEC Filing Articles
T. Rowe Price Group, Inc. $TROW Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. boosted its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 43.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Union Pacific Corporation $UNP Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. decreased its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 91.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
HCA Healthcare, Inc. $HCA Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lessened its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 20.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 93,656 shares of... More of this article »
Assenagon Asset Management S.A. Has $32.15 Million Holdings in EMCOR Group, Inc. $EME
Assenagon Asset Management S.A. decreased its position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 12.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Assenagon Asset Management S.A. Sells 1,024,711 Shares of Coupang, Inc. $CPNG
Assenagon Asset Management S.A. decreased its position in Coupang, Inc. (NYSE:CPNG – Free Report) by 47.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Onto Innovation Inc. $ONTO Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. reduced its stake in Onto Innovation Inc. (NYSE:ONTO – Free Report) by 52.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Zillow Group, Inc. $Z Shares Acquired by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lifted its holdings in Zillow Group, Inc. (NASDAQ:Z – Free Report) by 228.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Assenagon Asset Management S.A. Acquires 464,814 Shares of Century Aluminum Company $CENX
Assenagon Asset Management S.A. lifted its holdings in shares of Century Aluminum Company (NASDAQ:CENX – Free Report) by 113.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
180 Wealth Advisors LLC Sells 86,311 Shares of The Goodyear Tire & Rubber Company $GT
180 Wealth Advisors LLC lowered its position in The Goodyear Tire & Rubber Company (NASDAQ:GT – Free Report) by 78.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Broadcom Inc. $AVGO is Appleton Partners Inc. MA’s 7th Largest Position
Appleton Partners Inc. MA lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Expedia Group, Inc. $EXPE Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lessened its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 36.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Assenagon Asset Management S.A. Buys 198,628 Shares of D.R. Horton, Inc. $DHI
Assenagon Asset Management S.A. increased its stake in D.R. Horton, Inc. (NYSE:DHI – Free Report) by 1,249.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 214,531 shares... More of this article »
Assenagon Asset Management S.A. Has $26.78 Million Stake in GeneDx Holdings Corp. $WGS
Assenagon Asset Management S.A. boosted its holdings in shares of GeneDx Holdings Corp. (NASDAQ:WGS – Free Report) by 1,358.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Archer Investment Management LLC Invests $4.49 Million in iShares Core S&P 500 ETF $IVV
Archer Investment Management LLC bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Assenagon Asset Management S.A. Has $32.78 Million Stock Position in Gilead Sciences, Inc. $GILD
Assenagon Asset Management S.A. lowered its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 92.3% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
180 Wealth Advisors LLC Sells 3,099 Shares of Garmin Ltd. $GRMN
180 Wealth Advisors LLC decreased its holdings in Garmin Ltd. (NYSE:GRMN – Free Report) by 74.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,072... More of this article »
Assenagon Asset Management S.A. Raises Holdings in Snap Inc. $SNAP
Assenagon Asset Management S.A. increased its holdings in Snap Inc. (NYSE:SNAP – Free Report) by 537.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Assenagon Asset Management S.A. Has $554.84 Million Position in Broadcom Inc. $AVGO
Assenagon Asset Management S.A. cut its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 44.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Daymark Wealth Partners LLC Sells 1,596 Shares of Invesco QQQ $QQQ
Daymark Wealth Partners LLC cut its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Curated Wealth Partners LLC Acquires 16,506 Shares of Netflix, Inc. $NFLX
Curated Wealth Partners LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2,221.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Brucke Financial Inc. Grows Position in Netflix, Inc. $NFLX
Brucke Financial Inc. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,067.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,547... More of this article »
David J Yvars Group Purchases 11,896 Shares of Netflix, Inc. $NFLX
David J Yvars Group raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 398.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Invesco QQQ $QQQ Shares Purchased by Certified Advisory Corp
Certified Advisory Corp raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares Core S&P 500 ETF $IVV Stock Position Increased by David J Yvars Group
David J Yvars Group boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
E. Ohman J or Asset Management AB Reduces Holdings in Quanta Services, Inc. $PWR
E. Ohman J or Asset Management AB trimmed its stake in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 22.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Daymark Wealth Partners LLC Acquires 519 Shares of Costco Wholesale Corporation $COST
Daymark Wealth Partners LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »E. Ohman J or Asset Management AB Invests $12.81 Million in Walmart Inc. $WMT
E. Ohman J or Asset Management AB acquired a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »Congress Asset Management Co. Buys 107,460 Shares of Walmart Inc. $WMT
Congress Asset Management Co. lifted its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 705.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 122,689... More of this article »
Daymark Wealth Partners LLC Sells 1,239 Shares of Quanta Services, Inc. $PWR
Daymark Wealth Partners LLC lowered its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Divergent Planning LLC Buys 1,310 Shares of iShares Core S&P 500 ETF $IVV
Divergent Planning LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Congress Asset Management Co. Has $18.54 Million Stake in Sprouts Farmers Market, Inc. $SFM
Congress Asset Management Co. decreased its holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Exxon Mobil Corporation $XOM Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. trimmed its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 72.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Asempa Wealth Advisors Makes New $1.41 Million Investment in Exxon Mobil Corporation $XOM
Asempa Wealth Advisors acquired a new stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »Walmart Inc. $WMT Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lowered its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 62.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 800,955 shares of the... More of this article »
Clear Trail Advisors LLC Purchases Shares of 66,711 Chevron Corporation $CVX
Clear Trail Advisors LLC acquired a new stake in shares of Chevron Corporation (NYSE:CVX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Capital Asset Advisory Services LLC Sells 2,667 Shares of Tesla, Inc. $TSLA
Capital Asset Advisory Services LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Congress Asset Management Co. Has $38.15 Million Stock Position in Cintas Corporation $CTAS
Congress Asset Management Co. lessened its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 73.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Balefire LLC Purchases 9,594 Shares of First Trust Rising Dividend Achievers ETF $RDVY
Balefire LLC raised its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 32.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Wells Fargo & Company $WFC Shares Bought by Diversified Trust Co.
Diversified Trust Co. grew its position in Wells Fargo & Company (NYSE:WFC) by 59.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,285 shares... More of this article »
Bath Savings Trust Co Raises Holdings in Amphenol Corporation $APH
Bath Savings Trust Co boosted its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Lowers Stock Holdings in Janus Henderson AAA CLO ETF $JAAA
Dynamic Advisor Solutions LLC reduced its stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 40.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Balefire LLC Makes New Investment in Honeywell International Inc. $HON
Balefire LLC acquired a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Balefire LLC Has $1.35 Million Stock Holdings in Accenture PLC $ACN
Balefire LLC increased its position in Accenture PLC (NYSE:ACN – Free Report) by 329.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Diversified Trust Co. Sells 5,181 Shares of The Home Depot, Inc. $HD
Diversified Trust Co. reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 17.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Diversified Trust Co. Boosts Stake in NextEra Energy, Inc. $NEE
Diversified Trust Co. increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 41.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
E. Ohman J or Asset Management AB Sells 2,079 Shares of The Sherwin-Williams Company $SHW
E. Ohman J or Asset Management AB cut its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
E. Ohman J or Asset Management AB Has $1.47 Million Position in Republic Services, Inc. $RSG
E. Ohman J or Asset Management AB lessened its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 25.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,929... More of this article »
The Sherwin-Williams Company $SHW Shares Acquired by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC boosted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 756.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
