Home » SEC Filing Articles
Enterprise Products Partners L.P. $EPD Position Trimmed by Chickasaw Capital Management LLC
Chickasaw Capital Management LLC trimmed its holdings in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 3.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,805,291... More of this article »
Congress Asset Management Co. Takes Position in GE Vernova Inc. $GEV
Congress Asset Management Co. purchased a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Parker-Hannifin Corporation $PH Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. lowered its stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Clear Trail Advisors LLC Buys Shares of 4,147 Qualcomm Incorporated $QCOM
Clear Trail Advisors LLC purchased a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 4,147 shares... More of this article »
Congress Asset Management Co. Sells 17,585 Shares of Monolithic Power Systems, Inc. $MPWR
Congress Asset Management Co. trimmed its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 16.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Clear Trail Advisors LLC Purchases New Position in Vanguard Total Stock Market ETF $VTI
Clear Trail Advisors LLC acquired a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
2,867 Shares in Salesforce Inc. $CRM Bought by Clear Trail Advisors LLC
Clear Trail Advisors LLC purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund purchased 2,867 shares of the CRM provider’s... More of this article »
Clear Trail Advisors LLC Makes New $1.74 Million Investment in Procter & Gamble Company (The) $PG
Clear Trail Advisors LLC purchased a new position in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Clear Trail Advisors LLC Makes New $7.97 Million Investment in Merck & Co., Inc. $MRK
Clear Trail Advisors LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Clear Trail Advisors LLC Invests $4.59 Million in RTX Corporation $RTX
Clear Trail Advisors LLC purchased a new stake in RTX Corporation (NYSE:RTX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 25,044 shares of the... More of this article »
Clear Trail Advisors LLC Invests $4.33 Million in The TJX Companies, Inc. $TJX
Clear Trail Advisors LLC acquired a new position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Congress Asset Management Co. Has $178.14 Million Stock Position in Intuitive Surgical, Inc. $ISRG
Congress Asset Management Co. reduced its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 1.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Capital Asset Advisory Services LLC Increases Stock Position in JPMorgan Ultra-Short Income ETF $JPST
Capital Asset Advisory Services LLC boosted its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 65.5% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Capital Asset Advisory Services LLC Sells 1,295 Shares of Thermo Fisher Scientific Inc. $TMO
Capital Asset Advisory Services LLC decreased its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 15.1% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Congress Asset Management Co. Trims Stock Holdings in The TJX Companies, Inc. $TJX
Congress Asset Management Co. lessened its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Capital Asset Advisory Services LLC Acquires 1,262 Shares of Linde PLC $LIN
Capital Asset Advisory Services LLC grew its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 14.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
BDF Gestion Decreases Stake in Citigroup Inc. $C
BDF Gestion cut its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Carderock Capital Management Inc. Has $1.23 Million Stake in Accenture PLC $ACN
Carderock Capital Management Inc. lowered its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 77.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Avanza Fonder AB Raises Stock Holdings in ServiceNow, Inc. $NOW
Avanza Fonder AB raised its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 401.7% during the 4th 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 Has $11.35 Million Stock Position in The Progressive Corporation $PGR
Avanza Fonder AB increased its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Diversified Trust Co. Purchases 37,099 Shares of ServiceNow, Inc. $NOW
Diversified Trust Co. lifted its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 457.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,203 shares of the... More of this article »
Vanguard S&P 500 ETF $VOO Holdings Boosted by Diversified Trust Co.
Diversified Trust Co. increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 887,525 shares of the company’s... More of this article »
Amgen Inc. $AMGN Shares Sold by Diversified Trust Co.
Diversified Trust Co. lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 40,349 shares of the medical research company’s... More of this article »
Dynamic Advisor Solutions LLC Sells 14,245 Shares of Union Pacific Corporation $UNP
Dynamic Advisor Solutions LLC decreased its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 45.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Diversified Trust Co. Grows Stock Position in Oracle Corporation $ORCL
Diversified Trust Co. lifted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 9.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Dynamic Advisor Solutions LLC Acquires 32,826 Shares of Vanguard S&P 500 ETF $VOO
Dynamic Advisor Solutions LLC grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 114.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Breakwater Capital Group Reduces Stake in Vanguard S&P 500 ETF $VOO
Breakwater Capital Group cut its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,084... More of this article »
Vanguard S&P 500 ETF $VOO is Charles Schwab Trust Co’s 2nd Largest Position
Charles Schwab Trust Co trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Appleton Partners Inc. MA Trims Holdings in Micron Technology, Inc. $MU
Appleton Partners Inc. MA lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
AAFMAA Wealth Management & Trust LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
AAFMAA Wealth Management & Trust LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 43.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
E. Ohman J or Asset Management AB Boosts Stock Holdings in Boston Scientific Corporation $BSX
E. Ohman J or Asset Management AB boosted its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 42.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Assenagon Asset Management S.A. Buys 652,750 Shares of United Parcel Service, Inc. $UPS
Assenagon Asset Management S.A. lifted its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 155.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Tesla, Inc. $TSLA Stake Cut by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 32.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,209,375... More of this article »
Contravisory Investment Management Inc. Has $1.12 Million Stake in Keysight Technologies Inc. $KEYS
Contravisory Investment Management Inc. grew its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 89.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Congress Asset Management Co. Sells 33,997 Shares of Williams Companies, Inc. (The) $WMB
Congress Asset Management Co. decreased its holdings in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Clear Trail Advisors LLC Purchases New Stake in ConocoPhillips $COP
Clear Trail Advisors LLC acquired a new position in shares of ConocoPhillips (NYSE:COP – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
CWA Asset Management Group LLC Sells 2,631 Shares of JPMorgan Chase & Co. $JPM
CWA Asset Management Group LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Baldwin Wealth Partners LLC MA Has $30.88 Million Position in JPMorgan Chase & Co. $JPM
Baldwin Wealth Partners LLC MA boosted its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Congress Asset Management Co. Trims Stake in Synopsys, Inc. $SNPS
Congress Asset Management Co. cut its position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Dell Technologies Inc. $DELL Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. lessened its stake in Dell Technologies Inc. (NYSE:DELL – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Congress Asset Management Co. Boosts Stake in Palantir Technologies Inc. $PLTR
Congress Asset Management Co. lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Amphenol Corporation $APH Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. trimmed its stake in Amphenol Corporation (NYSE:APH – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 962,561 shares... More of this article »
Congress Asset Management Co. Sells 4,389 Shares of The Goldman Sachs Group, Inc. $GS
Congress Asset Management Co. reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 256,315... More of this article »
Capital Asset Advisory Services LLC Has $5.36 Million Stock Holdings in Caterpillar Inc. $CAT
Capital Asset Advisory Services LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 17.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,600 shares... More of this article »
Clear Trail Advisors LLC Takes $3.47 Million Position in Enterprise Products Partners L.P. $EPD
Clear Trail Advisors LLC bought a new stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
Congress Asset Management Co. Has $140.20 Million Stake in O’Reilly Automotive, Inc. $ORLY
Congress Asset Management Co. lowered its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Clear Trail Advisors LLC Makes New $9.08 Million Investment in Motorola Solutions, Inc. $MSI
Clear Trail Advisors LLC acquired a new stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Clear Trail Advisors LLC Makes New Investment in American Express Company $AXP
Clear Trail Advisors LLC acquired a new stake in American Express Company (NYSE:AXP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,517... More of this article »