Home » SEC Filing Articles

Image for Accurate Wealth Management LLC Has $18.64 Million Holdings in NVIDIA Corporation $NVDA

Accurate Wealth Management LLC Has $18.64 Million Holdings in NVIDIA Corporation $NVDA

Accurate Wealth Management LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Microsoft Corporation $MSFT Holdings Boosted by Capital Investment Advisors LLC

Microsoft Corporation $MSFT Holdings Boosted by Capital Investment Advisors LLC

Capital Investment Advisors LLC increased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 214,069 shares of the software... More of this article »
Image for Microsoft Corporation $MSFT Stock Holdings Increased by Global X Japan Co. Ltd.

Microsoft Corporation $MSFT Stock Holdings Increased by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 72.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 156,496 shares of the... More of this article »
Image for Harbor Capital Advisors Inc. Sells 22,228 Shares of Haemonetics Corporation $HAE

Harbor Capital Advisors Inc. Sells 22,228 Shares of Haemonetics Corporation $HAE

Harbor Capital Advisors Inc. lowered its position in shares of Haemonetics Corporation (NYSE:HAE – Free Report) by 51.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Global Trust Asset Management LLC Sells 2,409 Shares of AbbVie Inc. $ABBV

Global Trust Asset Management LLC Sells 2,409 Shares of AbbVie Inc. $ABBV

Global Trust Asset Management LLC reduced its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 75.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 785 shares of the company’s... More of this article »
Image for Harbor Capital Advisors Inc. Increases Position in IMAX Corporation $IMAX

Harbor Capital Advisors Inc. Increases Position in IMAX Corporation $IMAX

Harbor Capital Advisors Inc. increased its stake in shares of IMAX Corporation (NYSE:IMAX – Free Report) by 50.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Harbor Capital Advisors Inc. Makes New $1.91 Million Investment in Paycom Software, Inc. $PAYC

Harbor Capital Advisors Inc. Makes New $1.91 Million Investment in Paycom Software, Inc. $PAYC

Harbor Capital Advisors Inc. bought a new stake in Paycom Software, Inc. (NYSE:PAYC – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Harbor Capital Advisors Inc. Has $1.43 Million Stock Holdings in Semtech Corporation $SMTC

Harbor Capital Advisors Inc. Has $1.43 Million Stock Holdings in Semtech Corporation $SMTC

Harbor Capital Advisors Inc. decreased its holdings in shares of Semtech Corporation (NASDAQ:SMTC – Free Report) by 54.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Arlo Technologies, Inc. $ARLO Shares Bought by Harbor Capital Advisors Inc.

Arlo Technologies, Inc. $ARLO Shares Bought by Harbor Capital Advisors Inc.

Harbor Capital Advisors Inc. grew its stake in shares of Arlo Technologies, Inc. (NYSE:ARLO – Free Report) by 73.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for iShares Core S&P Mid-Cap ETF $IJH Stake Reduced by Global Trust Asset Management LLC

iShares Core S&P Mid-Cap ETF $IJH Stake Reduced by Global Trust Asset Management LLC

Global Trust Asset Management LLC cut its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 79.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Hamilton Lane Inc. $HLNE Shares Acquired by Harbor Capital Advisors Inc.

Hamilton Lane Inc. $HLNE Shares Acquired by Harbor Capital Advisors Inc.

Harbor Capital Advisors Inc. raised its holdings in shares of Hamilton Lane Inc. (NASDAQ:HLNE – Free Report) by 208.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Genesis Financial Group LLC Invests $3.45 Million in Visa Inc. $V

Genesis Financial Group LLC Invests $3.45 Million in Visa Inc. $V

Genesis Financial Group LLC acquired a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Harbor Capital Advisors Inc. Increases Stock Position in V2X, Inc. $VVX

Harbor Capital Advisors Inc. Increases Stock Position in V2X, Inc. $VVX

Harbor Capital Advisors Inc. increased its holdings in V2X, Inc. (NYSE:VVX – Free Report) by 41.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Marriott Vacations Worldwide Corporation $VAC Shares Purchased by Harbor Capital Advisors Inc.

Marriott Vacations Worldwide Corporation $VAC Shares Purchased by Harbor Capital Advisors Inc.

Harbor Capital Advisors Inc. lifted its position in Marriott Vacations Worldwide Corporation (NYSE:VAC – Free Report) by 25.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for FNY Investment Advisers LLC Decreases Stake in Unity Software Inc. $U

FNY Investment Advisers LLC Decreases Stake in Unity Software Inc. $U

FNY Investment Advisers LLC cut its stake in shares of Unity Software Inc. (NYSE:U – Free Report) by 95.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Harbor Capital Advisors Inc. Purchases 37,685 Shares of BellRing Brands Inc. $BRBR

Harbor Capital Advisors Inc. Purchases 37,685 Shares of BellRing Brands Inc. $BRBR

Harbor Capital Advisors Inc. grew its position in shares of BellRing Brands Inc. (NYSE:BRBR – Free Report) by 106.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Harbor Capital Advisors Inc. Invests $1.69 Million in Invesco S&P SmallCap Health Care ETF $PSCH

Harbor Capital Advisors Inc. Invests $1.69 Million in Invesco S&P SmallCap Health Care ETF $PSCH

Harbor Capital Advisors Inc. purchased a new stake in shares of Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Harbor Capital Advisors Inc. Sells 34,786 Shares of Ultra Clean Holdings, Inc. $UCTT

Harbor Capital Advisors Inc. Sells 34,786 Shares of Ultra Clean Holdings, Inc. $UCTT

Harbor Capital Advisors Inc. decreased its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT – Free Report) by 31.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Harbor Capital Advisors Inc. Buys 107,654 Shares of Archer Aviation Inc. $ACHR

Harbor Capital Advisors Inc. Buys 107,654 Shares of Archer Aviation Inc. $ACHR

Harbor Capital Advisors Inc. grew its stake in Archer Aviation Inc. (NYSE:ACHR – Free Report) by 91.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Resideo Technologies, Inc. $REZI Stock Holdings Increased by Harbor Capital Advisors Inc.

Resideo Technologies, Inc. $REZI Stock Holdings Increased by Harbor Capital Advisors Inc.

Harbor Capital Advisors Inc. raised its holdings in shares of Resideo Technologies, Inc. (NYSE:REZI – Free Report) by 56.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for CAVA Group, Inc. $CAVA Shares Sold by FNY Investment Advisers LLC

CAVA Group, Inc. $CAVA Shares Sold by FNY Investment Advisers LLC

FNY Investment Advisers LLC cut its holdings in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) by 85.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Harbor Capital Advisors Inc. Sells 49,302 Shares of Elanco Animal Health Incorporated $ELAN

Harbor Capital Advisors Inc. Sells 49,302 Shares of Elanco Animal Health Incorporated $ELAN

Harbor Capital Advisors Inc. cut its position in shares of Elanco Animal Health Incorporated (NYSE:ELAN – Free Report) by 32.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for FNY Investment Advisers LLC Sells 10,000 Shares of Rubrik, Inc. $RBRK

FNY Investment Advisers LLC Sells 10,000 Shares of Rubrik, Inc. $RBRK

FNY Investment Advisers LLC lessened its stake in Rubrik, Inc. (NYSE:RBRK – Free Report) by 90.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Balboa Wealth Partners Decreases Holdings in SentinelOne, Inc. $S

Balboa Wealth Partners Decreases Holdings in SentinelOne, Inc. $S

Balboa Wealth Partners reduced its holdings in shares of SentinelOne, Inc. (NYSE:S – Free Report) by 76.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Harbor Capital Advisors Inc. Makes New $2.36 Million Investment in CSW Industrials, Inc. $CSW

Harbor Capital Advisors Inc. Makes New $2.36 Million Investment in CSW Industrials, Inc. $CSW

Harbor Capital Advisors Inc. acquired a new stake in CSW Industrials, Inc. (NYSE:CSW – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Harbor Capital Advisors Inc. Has $2.26 Million Position in Calix, Inc $CALX

Harbor Capital Advisors Inc. Has $2.26 Million Position in Calix, Inc $CALX

Harbor Capital Advisors Inc. boosted its holdings in Calix, Inc (NYSE:CALX – Free Report) by 49.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Ascent Group LLC Grows Position in The Charles Schwab Corporation $SCHW

Ascent Group LLC Grows Position in The Charles Schwab Corporation $SCHW

Ascent Group LLC boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 5.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Ascent Group LLC Buys 1,911 Shares of Installed Building Products, Inc. $IBP

Ascent Group LLC Buys 1,911 Shares of Installed Building Products, Inc. $IBP

Ascent Group LLC boosted its stake in Installed Building Products, Inc. (NYSE:IBP – Free Report) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Ascent Group LLC Lowers Position in iShares 0-5 Year TIPS Bond ETF $STIP

Ascent Group LLC Lowers Position in iShares 0-5 Year TIPS Bond ETF $STIP

Ascent Group LLC reduced its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 7.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Ascent Group LLC Increases Stake in iShares S&P 500 Value ETF $IVE

Ascent Group LLC Increases Stake in iShares S&P 500 Value ETF $IVE

Ascent Group LLC raised its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 37.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 426,679 shares of the company’s... More of this article »
Image for Ascent Group LLC Sells 3,833 Shares of Vanguard Value ETF $VTV

Ascent Group LLC Sells 3,833 Shares of Vanguard Value ETF $VTV

Ascent Group LLC decreased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 11.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Ascent Group LLC Decreases Stock Position in Verizon Communications Inc. $VZ

Ascent Group LLC Decreases Stock Position in Verizon Communications Inc. $VZ

Ascent Group LLC trimmed its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Austin Private Wealth LLC Has $23.17 Million Stake in Avantis Emerging Markets Equity ETF $AVEM

Austin Private Wealth LLC Has $23.17 Million Stake in Avantis Emerging Markets Equity ETF $AVEM

Austin Private Wealth LLC increased its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 98.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Ascent Group LLC Decreases Position in iShares Gold Trust $IAU

Ascent Group LLC Decreases Position in iShares Gold Trust $IAU

Ascent Group LLC lowered its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Ascent Group LLC Reduces Position in AT&T Inc. $T

Ascent Group LLC Reduces Position in AT&T Inc. $T

Ascent Group LLC lessened its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Core S&P 500 ETF $IVV Holdings Lifted by Aspiriant LLC

iShares Core S&P 500 ETF $IVV Holdings Lifted by Aspiriant LLC

Aspiriant LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Aspiriant LLC Purchases Shares of 19,367 Schwab U.S. TIPS ETF $SCHP

Aspiriant LLC Purchases Shares of 19,367 Schwab U.S. TIPS ETF $SCHP

Aspiriant LLC purchased a new stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Image for Austin Private Wealth LLC Reduces Stake in SPDR Bloomberg High Yield Bond ETF $JNK

Austin Private Wealth LLC Reduces Stake in SPDR Bloomberg High Yield Bond ETF $JNK

Austin Private Wealth LLC lowered its position in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 72.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares National Muni Bond ETF $MUB Shares Acquired by Ascent Group LLC

iShares National Muni Bond ETF $MUB Shares Acquired by Ascent Group LLC

Ascent Group LLC boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ascent Group LLC Acquires 4,328 Shares of Accenture PLC $ACN

Ascent Group LLC Acquires 4,328 Shares of Accenture PLC $ACN

Ascent Group LLC lifted its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 26.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Austin Private Wealth LLC Sells 12,250 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Austin Private Wealth LLC Sells 12,250 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Austin Private Wealth LLC reduced its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Ascent Group LLC Cuts Stock Position in Advanced Micro Devices, Inc. $AMD

Ascent Group LLC Cuts Stock Position in Advanced Micro Devices, Inc. $AMD

Ascent Group LLC cut its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 10.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 31,383 shares of the semiconductor... More of this article »
Image for Austin Private Wealth LLC Sells 15,738 Shares of iShares National Muni Bond ETF $MUB

Austin Private Wealth LLC Sells 15,738 Shares of iShares National Muni Bond ETF $MUB

Austin Private Wealth LLC lowered its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 31.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 35,051... More of this article »
Image for ASL Financial LLC Makes New Investment in iShares Core S&P 500 ETF $IVV

ASL Financial LLC Makes New Investment in iShares Core S&P 500 ETF $IVV

ASL Financial LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Golar LNG Limited $GLNG Shares Sold by FNY Investment Advisers LLC

Golar LNG Limited $GLNG Shares Sold by FNY Investment Advisers LLC

FNY Investment Advisers LLC decreased its position in Golar LNG Limited (NASDAQ:GLNG – Free Report) by 77.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Blue Trust Inc. Reduces Stock Position in Lumentum Holdings Inc. $LITE

Blue Trust Inc. Reduces Stock Position in Lumentum Holdings Inc. $LITE

Blue Trust Inc. cut its position in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 53.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,692 shares of the technology... More of this article »
Image for FNY Investment Advisers LLC Has $135,000 Stock Position in Steel Dynamics, Inc. $STLD

FNY Investment Advisers LLC Has $135,000 Stock Position in Steel Dynamics, Inc. $STLD

FNY Investment Advisers LLC lessened its stake in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 79.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Blue Trust Inc. Sells 10,500 Shares of United Parcel Service, Inc. $UPS

Blue Trust Inc. Sells 10,500 Shares of United Parcel Service, Inc. $UPS

Blue Trust Inc. cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 66.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for FNY Investment Advisers LLC Purchases 159,965 Shares of Strive, Inc. $ASST

FNY Investment Advisers LLC Purchases 159,965 Shares of Strive, Inc. $ASST

FNY Investment Advisers LLC grew its position in shares of Strive, Inc. (NASDAQ:ASST – Free Report) by 457,042.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for BCE, Inc. $BCE Stake Reduced by FNY Investment Advisers LLC

BCE, Inc. $BCE Stake Reduced by FNY Investment Advisers LLC

FNY Investment Advisers LLC cut its stake in BCE, Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 88.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »