Home » SEC Filing Articles
Nordea Investment Management AB Grows Stake in Aflac Incorporated $AFL
Nordea Investment Management AB grew its stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 5.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Equitable Holdings, Inc. $EQH Stock Holdings Lessened by Nordea Investment Management AB
Nordea Investment Management AB cut its holdings in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 0.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 3,967,985 shares of the company’s... More of this article »
Nordea Investment Management AB Has $950.63 Million Holdings in AbbVie Inc. $ABBV
Nordea Investment Management AB decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
IAM Advisory LLC Sells 1,655 Shares of Broadcom Inc. $AVGO
IAM Advisory LLC decreased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,980 shares of the semiconductor... More of this article »
Hilltop National Bank Has $27,000 Stock Holdings in Chipotle Mexican Grill, Inc. $CMG
Hilltop National Bank trimmed its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 98.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Nordea Investment Management AB Has $211.35 Million Stock Position in Smurfit Westrock PLC $SW
Nordea Investment Management AB cut its position in Smurfit Westrock PLC (NYSE:SW – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Nordea Investment Management AB Acquires 67,613 Shares of Morgan Stanley $MS
Nordea Investment Management AB increased its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nordea Investment Management AB Purchases 200,689 Shares of Ingersoll Rand Inc. $IR
Nordea Investment Management AB boosted its position in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) by 9.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Exxon Mobil Corporation $XOM Shares Acquired by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB lifted its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 20.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Nordea Investment Management AB Sells 1,600,906 Shares of IQVIA Holdings Inc. $IQV
Nordea Investment Management AB lessened its holdings in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 69.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 713,313... More of this article »
Bennett Selby Investments LP Raises Stake in Netflix, Inc. $NFLX
Bennett Selby Investments LP lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 923.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Sagespring Wealth Partners LLC Invests $845,000 in iShares California Muni Bond ETF $CMF
Sagespring Wealth Partners LLC bought a new position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
The Home Depot, Inc. $HD Position Trimmed by Hamlin Capital Management LLC
Hamlin Capital Management LLC reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 375,384 shares... More of this article »
10,882 Shares in Waste Connections, Inc. $WCN Acquired by Procyon Advisors LLC
Procyon Advisors LLC bought a new position in Waste Connections, Inc. (NYSE:WCN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Procyon Advisors LLC Purchases 3,486 Shares of Tyler Technologies, Inc. $TYL
Procyon Advisors LLC lifted its position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 889.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Procyon Advisors LLC Invests $1.56 Million in Innovator U.S. Small Cap Power Buffer ETF – December $KDEC
Procyon Advisors LLC acquired a new position in Innovator U.S. Small Cap Power Buffer ETF – December (BATS:KDEC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Sandbox Financial Partners LLC Lowers Holdings in Tesla, Inc. $TSLA
Sandbox Financial Partners LLC reduced its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 36.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Stryker Corporation $SYK Shares Purchased by Procyon Advisors LLC
Procyon Advisors LLC increased its stake in shares of Stryker Corporation (NYSE:SYK – Free Report) by 99.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Procyon Advisors LLC Purchases 12,841 Shares of Boston Scientific Corporation $BSX
Procyon Advisors LLC increased its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 318.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Procyon Advisors LLC Buys Shares of 2,905 IDEXX Laboratories, Inc. $IDXX
Procyon Advisors LLC bought a new stake in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Procyon Advisors LLC Boosts Stock Position in NextEra Energy, Inc. $NEE
Procyon Advisors LLC raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 71.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Altria Group, Inc. $MO Shares Bought by Procyon Advisors LLC
Procyon Advisors LLC grew its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 163.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 24,436 shares of the company’s stock after... More of this article »
Procyon Advisors LLC Makes New $1.78 Million Investment in Core & Main, Inc. $CNM
Procyon Advisors LLC purchased a new position in shares of Core & Main, Inc. (NYSE:CNM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Procyon Advisors LLC Buys 5,101 Shares of Micron Technology, Inc. $MU
Procyon Advisors LLC increased its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 392.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Procyon Advisors LLC Makes New Investment in Old Dominion Freight Line, Inc. $ODFL
Procyon Advisors LLC acquired a new stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
17,006 Shares in Champion Homes, Inc. $SKY Acquired by Procyon Advisors LLC
Procyon Advisors LLC purchased a new position in Champion Homes, Inc. (NYSE:SKY – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Hudson Bay Capital Management LP Invests $1.66 Million in Miami International Holdings, Inc. $MIAX
Hudson Bay Capital Management LP purchased a new stake in Miami International Holdings, Inc. (NYSE:MIAX – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares MSCI EAFE Value ETF $EFV Shares Sold by Firethorn Wealth Partners LLC
Firethorn Wealth Partners LLC lowered its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Baker Tilly Wealth Management LLC Sells 7,915 Shares of iShares Core S&P Mid-Cap ETF $IJH
Baker Tilly Wealth Management LLC cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Invesco S&P 500 Momentum ETF $SPMO Shares Sold by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC reduced its stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 66.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Alphabet Inc. $GOOG Shares Acquired by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Park Avenue Securities LLC Has $3.90 Million Holdings in JPMorgan Municipal ETF $JMUB
Park Avenue Securities LLC raised its position in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 146.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
QP Wealth Management LLC Makes New Investment in Meta Platforms, Inc. $META
QP Wealth Management LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Fulcrum Equity Management Boosts Stake in Amazon.com, Inc. $AMZN
Fulcrum Equity Management grew its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 92.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
EOG Resources, Inc. $EOG Shares Sold by Park Avenue Securities LLC
Park Avenue Securities LLC trimmed its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 33.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 26,905 shares of the energy... More of this article »
Park Avenue Securities LLC Has $2.94 Million Stock Position in Fidelity MSCI Information Technology Index ETF $FTEC
Park Avenue Securities LLC lessened its stake in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 29.6% during the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
Park Avenue Securities LLC Purchases 41,714 Shares of Mitsubishi UFJ Financial Group, Inc. $MUFG
Park Avenue Securities LLC lifted its position in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 29.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares S&P Small-Cap 600 Growth ETF $IJT Holdings Boosted by Park Avenue Securities LLC
Park Avenue Securities LLC raised its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 53.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Fulcrum Equity Management Boosts Position in JPMorgan Chase & Co. $JPM
Fulcrum Equity Management raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 145.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,674 shares of the financial services provider’s... More of this article »
RDA Financial Network Lowers Holdings in Alphabet Inc. $GOOG
RDA Financial Network lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 21.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,648 shares of... More of this article »
Hoffman Alan N Investment Management Has $25.72 Million Stock Position in Amazon.com, Inc. $AMZN
Hoffman Alan N Investment Management decreased its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 51.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 111,415... More of this article »
QP Wealth Management LLC Makes New $1.89 Million Investment in JPMorgan Chase & Co. $JPM
QP Wealth Management LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Park Avenue Securities LLC Grows Stock Holdings in Microsoft Corporation $MSFT
Park Avenue Securities LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Holos Integrated Wealth LLC Invests $774,000 in Microsoft Corporation $MSFT
Holos Integrated Wealth LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Sagespring Wealth Partners LLC Sells 1,198 Shares of Meta Platforms, Inc. $META
Sagespring Wealth Partners LLC lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
JPMorgan Chase & Co. Boosts Stock Position in NewJersey Resources Corporation $NJR
JPMorgan Chase & Co. grew its holdings in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 2.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Hudson Bay Capital Management LP Invests $783,000 in Barrick Mining Corporation $B
Hudson Bay Capital Management LP bought a new position in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Has $29.60 Million Holdings in Vanguard Total Bond Market ETF $BND
Dynamic Advisor Solutions LLC lowered its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 20.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »