Home » SEC Filing Articles
Albert D Mason Inc. Has $1.89 Million Stock Position in Avery Dennison Corporation $AVY
Albert D Mason Inc. raised its holdings in Avery Dennison Corporation (NYSE:AVY – Free Report) by 41.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Argentarii LLC Has $1.65 Million Stake in iShares Core S&P Small-Cap ETF $IJR
Argentarii LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 77.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Adamsbrown Wealth Consultants LLC Decreases Stock Holdings in JPMorgan Ultra-Short Income ETF $JPST
Adamsbrown Wealth Consultants LLC reduced its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 24.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
21 West Wealth Management LLC Has $4.39 Million Stake in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
21 West Wealth Management LLC lifted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 23.6% in the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
21 West Wealth Management LLC Has $7.57 Million Position in JPMorgan Municipal ETF $JMUB
21 West Wealth Management LLC boosted its holdings in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 7.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Adamsbrown Wealth Consultants LLC Buys 55,025 Shares of Fidelity Enhanced Mid Cap ETF $FMDE
Adamsbrown Wealth Consultants LLC grew its stake in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 10.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Adamsbrown Wealth Consultants LLC Purchases 50,479 Shares of FT Vest Rising Dividend Achievers Target Income ETF $RDVI
Adamsbrown Wealth Consultants LLC grew its position in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 8.5% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Adamsbrown Wealth Consultants LLC Has $30.50 Million Stake in Invesco S&P International Developed Momentum ETF $IDMO
Adamsbrown Wealth Consultants LLC boosted its stake in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 12.6% during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Alphabet Inc. $GOOGL Shares Purchased by 180 Wealth Advisors LLC
180 Wealth Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,673... More of this article »
VanEck Pharmaceutical ETF $PPH is Adamsbrown Wealth Consultants LLC’s 7th Largest Position
Adamsbrown Wealth Consultants LLC raised its position in shares of VanEck Pharmaceutical ETF (NASDAQ:PPH – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Czech National Bank Increases Position in Stryker Corporation $SYK
Czech National Bank boosted its position in Stryker Corporation (NYSE:SYK – Free Report) by 3.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 90,755 shares of the medical technology company’s... More of this article »
Client 1ST Advisory Group LLC Makes New Investment in Tesla, Inc. $TSLA
Client 1ST Advisory Group LLC purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Carderock Capital Management Inc. Has $13.09 Million Stake in Eli Lilly and Company $LLY
Carderock Capital Management Inc. boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Evanson Asset Management LLC Boosts Stake in Vanguard S&P 500 ETF $VOO
Evanson Asset Management LLC grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Raises Stock Position in Netflix, Inc. $NFLX
DAVENPORT & Co LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,082.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Czech National Bank Purchases 6,160 Shares of Honeywell International Inc. $HON
Czech National Bank boosted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Czech National Bank Boosts Holdings in Lockheed Martin Corporation $LMT
Czech National Bank lifted its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Czech National Bank Acquires 8,635 Shares of ConocoPhillips $COP
Czech National Bank grew its holdings in ConocoPhillips (NYSE:COP – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 325,841 shares... More of this article »
Czech National Bank Purchases 10,714 Shares of Palo Alto Networks, Inc. $PANW
Czech National Bank raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
First Bank & Trust Has $977,000 Stock Holdings in The Charles Schwab Corporation $SCHW
First Bank & Trust lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 258.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Czech National Bank Boosts Holdings in Micron Technology, Inc. $MU
Czech National Bank raised its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4.2% 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 »
Czech National Bank Increases Stock Holdings in The Charles Schwab Corporation $SCHW
Czech National Bank raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Cullen Investment Group LTD. Sells 80,945 Shares of Verizon Communications Inc. $VZ
Cullen Investment Group LTD. cut its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 44.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
DAVENPORT & Co LLC Purchases 155,334 Shares of Ionis Pharmaceuticals, Inc. $IONS
DAVENPORT & Co LLC increased its position in shares of Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) by 248.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Curated Wealth Partners LLC Has $44.14 Million Stock Holdings in Vanguard S&P 500 ETF $VOO
Curated Wealth Partners LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Fjell Capital LLC Invests $1.09 Million in Vanguard S&P 500 ETF $VOO
Fjell Capital LLC purchased a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
First Bank & Trust Grows Stock Holdings in PepsiCo, Inc. $PEP
First Bank & Trust raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 71.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 16,765 shares of the company’s stock... More of this article »
CCM Investment Advisers LLC Buys 196,741 Shares of Netflix, Inc. $NFLX
CCM Investment Advisers LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 970.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 217,007 shares... More of this article »
First Bank & Trust Sells 3,588 Shares of Morgan Stanley $MS
First Bank & Trust lowered its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 40.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bank of America Corporation $BAC Shares Bought by Czech National Bank
Czech National Bank grew its holdings in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,771,513 shares... More of this article »
Connective Portfolio Management LLC Has $573,000 Position in Caterpillar Inc. $CAT
Connective Portfolio Management LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 50.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
First Bank & Trust Makes New $1.33 Million Investment in CME Group Inc. $CME
First Bank & Trust bought a new position in CME Group Inc. (NASDAQ:CME – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 4,852 shares of the financial services provider’s... More of this article »
First Bank & Trust Purchases 4,902 Shares of Costco Wholesale Corporation $COST
First Bank & Trust boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 126.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
100,940 Shares in ARM Holdings PLC Sponsored ADR $ARM Bought by Defender Capital LLC.
Defender Capital LLC. purchased a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Czech National Bank Buys 14,123 Shares of Wells Fargo & Company $WFC
Czech National Bank boosted its stake in Wells Fargo & Company (NYSE:WFC) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 827,730 shares of the... More of this article »
Defender Capital LLC. Purchases 5,080 Shares of Tesla, Inc. $TSLA
Defender Capital LLC. lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 23.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Czech National Bank Has $25.75 Million Holdings in T-Mobile US, Inc. $TMUS
Czech National Bank boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Czech National Bank Acquires 10,955 Shares of Southern Company (The) $SO
Czech National Bank grew its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
156,015 Shares in Danaher Corporation $DHR Acquired by Defender Capital LLC.
Defender Capital LLC. acquired a new stake in shares of Danaher Corporation (NYSE:DHR – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Czech National Bank Grows Position in Automatic Data Processing, Inc. $ADP
Czech National Bank lifted its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 106,633 shares of the... More of this article »
Czech National Bank Has $70.69 Million Stock Holdings in Caterpillar Inc. $CAT
Czech National Bank lifted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 123,400... More of this article »
Czech National Bank Boosts Stock Holdings in Starbucks Corporation $SBUX
Czech National Bank grew its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 299,833... More of this article »
Czech National Bank Purchases 15,950 Shares of Altria Group, Inc. $MO
Czech National Bank boosted its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 442,641 shares... More of this article »
Czech National Bank Increases Stock Holdings in CME Group Inc. $CME
Czech National Bank grew its stake in CME Group Inc. (NASDAQ:CME – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Czech National Bank Has $56.54 Million Stock Holdings in Morgan Stanley $MS
Czech National Bank grew its position in Morgan Stanley (NYSE:MS – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Czech National Bank Increases Stock Position in Applied Materials, Inc. $AMAT
Czech National Bank increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Czech National Bank Buys 23,005 Shares of Comcast Corporation $CMCSA
Czech National Bank boosted its stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 2.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 958,350... More of this article »
Czech National Bank Boosts Stock Holdings in The Walt Disney Company $DIS
Czech National Bank grew its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 470,754... More of this article »
