Home » SEC Filing Articles
Congress Asset Management Co. Cuts Position in Caterpillar Inc. $CAT
Congress Asset Management Co. reduced its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 2.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 52,871... More of this article »
Capital Asset Advisory Services LLC Purchases New Holdings in Hims & Hers Health, Inc. $HIMS
Capital Asset Advisory Services LLC acquired a new position in shares of Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Diversified Trust Co. Has $2.72 Million Holdings in Republic Services, Inc. $RSG
Diversified Trust Co. trimmed its position in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 18.0% 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. Grows Stock Holdings in PTC Inc. $PTC
Congress Asset Management Co. boosted its stake in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 11.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 163,512 shares of the technology... More of this article »
STERIS plc $STE Shares Bought by Congress Asset Management Co.
Congress Asset Management Co. increased its position in shares of STERIS plc (NYSE:STE – Free Report) by 6.4% 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 »
Diversified Trust Co. Boosts Stock Position in Prologis, Inc. $PLD
Diversified Trust Co. lifted its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 109.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Diversified Trust Co. Increases Holdings in Coca-Cola Europacific Partners $CCEP
Diversified Trust Co. lifted its stake in shares of Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) by 26.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Dynamic Advisor Solutions LLC Sells 1,290 Shares of AppLovin Corporation $APP
Dynamic Advisor Solutions LLC lowered its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 36.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Dynamic Advisor Solutions LLC Decreases Stake in Capital Group Growth ETF $CGGR
Dynamic Advisor Solutions LLC cut its stake in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 51.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Invesco S&P SmallCap Momentum ETF $XSMO Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 187.3% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Arlington Financial Advisors LLC Purchases New Stake in iShares 0-5 Year TIPS Bond ETF $STIP
Arlington Financial Advisors LLC acquired a new position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Diversified Trust Co. Sells 2,753 Shares of Automatic Data Processing, Inc. $ADP
Diversified Trust Co. cut its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 15.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Diversified Trust Co. Sells 1,022 Shares of BlackRock $BLK
Diversified Trust Co. decreased its position in shares of BlackRock (NYSE:BLK – Free Report) by 21.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,794 shares of the asset manager’s... More of this article »
Parker-Hannifin Corporation $PH Stock Position Lifted by Diversified Trust Co.
Diversified Trust Co. lifted its position in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 411.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »Diversified Trust Co. Has $11.10 Million Stock Holdings in Walmart Inc. $WMT
Diversified Trust Co. grew its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Raises Stock Holdings in Flowserve Corporation $FLS
Diversified Trust Co. increased its holdings in shares of Flowserve Corporation (NYSE:FLS – Free Report) by 22.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Diversified Trust Co. Sells 11,796 Shares of Intel Corporation $INTC
Diversified Trust Co. cut its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 86,294... More of this article »
Diversified Trust Co. Purchases 2,146 Shares of FedEx Corporation $FDX
Diversified Trust Co. lifted its position in FedEx Corporation (NYSE:FDX – Free Report) by 27.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Quanta Services, Inc. $PWR Stock Holdings Lifted by Diversified Trust Co.
Diversified Trust Co. increased its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 22.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
RB Global, Inc. $RBA Shares Sold by Diversified Trust Co.
Diversified Trust Co. reduced its position in shares of RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) by 35.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Diversified Trust Co. Increases Position in Intuitive Surgical, Inc. $ISRG
Diversified Trust Co. raised its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 95.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Grows Stock Holdings in American Tower Corporation $AMT
Diversified Trust Co. grew its position in American Tower Corporation (NYSE:AMT – Free Report) by 24.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Diversified Trust Co. Sells 1,218 Shares of Vanguard Growth ETF $VUG
Diversified Trust Co. lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 16.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Atlassian Corporation PLC $TEAM Position Boosted by Diversified Trust Co.
Diversified Trust Co. grew its holdings in Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) by 244.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Diversified Trust Co. Boosts Holdings in Pfizer Inc. $PFE
Diversified Trust Co. increased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 15.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Arbor Wealth Advisors LLC Purchases New Holdings in Blackstone Inc. $BX
Arbor Wealth Advisors LLC bought a new position in shares of Blackstone Inc. (NYSE:BX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Arbor Wealth Advisors LLC Boosts Stock Position in Vanguard Total Stock Market ETF $VTI
Arbor Wealth Advisors LLC grew its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Archer Investment Management LLC Acquires New Shares in iShares MSCI USA Quality GARP ETF $GARP
Archer Investment Management LLC acquired a new position in shares of iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Amplius Wealth Advisors LLC Purchases 8,103 Shares of iShares Core S&P Small-Cap ETF $IJR
Amplius Wealth Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Archer Investment Management LLC Purchases 2,815 Shares of Vanguard Total Stock Market ETF $VTI
Archer Investment Management LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 97.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Avanza Fonder AB Makes New $1.45 Million Investment in Union Pacific Corporation $UNP
Avanza Fonder AB purchased a new position in Union Pacific Corporation (NYSE:UNP – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Avanza Fonder AB Acquires Shares of 21,412 Edison International $EIX
Avanza Fonder AB bought a new position in Edison International (NYSE:EIX – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 21,412... More of this article »
Avanza Fonder AB Grows Stock Holdings in Cincinnati Financial Corporation $CINF
Avanza Fonder AB boosted its stake in shares of Cincinnati Financial Corporation (NASDAQ:CINF – Free Report) by 40.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Avanza Fonder AB Has $1.50 Million Stock Holdings in Okta, Inc. $OKTA
Avanza Fonder AB grew its stake in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 69.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Avanza Fonder AB Has $2.23 Million Position in Thomson Reuters Corp $TRI
Avanza Fonder AB increased its holdings in Thomson Reuters Corp (NASDAQ:TRI – Free Report) by 94.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
News Corporation $NWSA Shares Bought by Avanza Fonder AB
Avanza Fonder AB grew its position in shares of News Corporation (NASDAQ:NWSA – Free Report) by 98.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Avanza Fonder AB Purchases 21,088 Shares of BCE, Inc. $BCE
Avanza Fonder AB raised its position in BCE, Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 79.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,683 shares of the utilities... More of this article »
Avanza Fonder AB Purchases 9,074 Shares of Stantec Inc. $STN
Avanza Fonder AB raised its position in Stantec Inc. (NYSE:STN – Free Report) (TSE:STN) by 134.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 15,843 shares of the... More of this article »
Avanza Fonder AB Increases Position in Carlyle Group Inc. $CG
Avanza Fonder AB lifted its stake in Carlyle Group Inc. (NASDAQ:CG – Free Report) by 71.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Avanza Fonder AB Boosts Stock Position in Masco Corporation $MAS
Avanza Fonder AB increased its position in shares of Masco Corporation (NYSE:MAS – Free Report) by 51.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Avanza Fonder AB Has $2 Million Position in KeyCorp $KEY
Avanza Fonder AB boosted its stake in shares of KeyCorp (NYSE:KEY – Free Report) by 58.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 97,055 shares of the... More of this article »
Charter Communications, Inc. $CHTR Shares Bought by Avanza Fonder AB
Avanza Fonder AB lifted its position in shares of Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 47.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Avanza Fonder AB Increases Stock Position in Liberty Media Corporation – Liberty Formula One Series C $FWONK
Avanza Fonder AB increased its holdings in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK – Free Report) by 54.5% during the fourth quarter, according to the company in its most recent... More of this article »
Allegion PLC $ALLE Holdings Raised by Avanza Fonder AB
Avanza Fonder AB increased its stake in Allegion PLC (NYSE:ALLE – Free Report) by 66.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Avanza Fonder AB Acquires 38,018 Shares of Annaly Capital Management Inc $NLY
Avanza Fonder AB raised its holdings in Annaly Capital Management Inc (NYSE:NLY – Free Report) by 113.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Avanza Fonder AB Boosts Holdings in Mid-America Apartment Communities, Inc. $MAA
Avanza Fonder AB raised its stake in Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) by 52.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Avanza Fonder AB Lowers Stake in Cardinal Health, Inc. $CAH
Avanza Fonder AB cut its stake in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 72.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Avanza Fonder AB Sells 2,905 Shares of Humana Inc. $HUM
Avanza Fonder AB lowered its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 30.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
