Home » SEC Filing Articles
Chesley Taft & Associates LLC Raises Stock Holdings in Amphenol Corporation $APH
Chesley Taft & Associates LLC raised its stake in Amphenol Corporation (NYSE:APH – Free Report) by 8.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Chesley Taft & Associates LLC Increases Stock Position in Chubb Limited $CB
Chesley Taft & Associates LLC lifted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Cypress Wealth Services LLC Takes $1.70 Million Position in Caterpillar Inc. $CAT
Cypress Wealth Services LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Canoe Financial LP Purchases 12,506 Shares of Wells Fargo & Company $WFC
Canoe Financial LP lifted its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Chesley Taft & Associates LLC Sells 2,083 Shares of Illinois Tool Works Inc. $ITW
Chesley Taft & Associates LLC decreased its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 2.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
344,027 Shares in Lockheed Martin Corporation $LMT Purchased by Canoe Financial LP
Canoe Financial LP acquired a new stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Cypress Wealth Services LLC Makes New $1.51 Million Investment in The Ensign Group, Inc. $ENSG
Cypress Wealth Services LLC bought a new stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 8,658 shares of... More of this article »
Canoe Financial LP Has $217.58 Million Stake in Moody’s Corporation $MCO
Canoe Financial LP increased its holdings in Moody’s Corporation (NYSE:MCO – Free Report) by 3.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cypress Wealth Services LLC Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ
Cypress Wealth Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cypress Wealth Services LLC Buys 2,822 Shares of Tesla, Inc. $TSLA
Cypress Wealth Services LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 22.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,442... More of this article »
Costco Wholesale Corporation $COST Shares Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Cypress Wealth Services LLC Acquires 18,456 Shares of Invesco S&P 500 Momentum ETF $SPMO
Cypress Wealth Services LLC grew its holdings in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 74.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Cisco Systems, Inc. $CSCO Shares Bought by Cypress Wealth Services LLC
Cypress Wealth Services LLC increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 91.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Chesley Taft & Associates LLC Buys 7,374 Shares of Capital One Financial Corporation $COF
Chesley Taft & Associates LLC lifted its stake in shares of Capital One Financial Corporation (NYSE:COF – Free Report) by 10.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Chesley Taft & Associates LLC Acquires 18,394 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Chesley Taft & Associates LLC raised its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Canoe Financial LP Sells 33,714 Shares of Restaurant Brands International Inc. $QSR
Canoe Financial LP lowered its holdings in Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Chesley Taft & Associates LLC Has $6.43 Million Holdings in The TJX Companies, Inc. $TJX
Chesley Taft & Associates LLC grew its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 8.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cypress Wealth Services LLC Has $4.91 Million Position in Costco Wholesale Corporation $COST
Cypress Wealth Services LLC boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 16.9% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Chesley Taft & Associates LLC Increases Stock Holdings in JPMorgan Ultra-Short Municipal ETF $JMST
Chesley Taft & Associates LLC increased its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 22.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Chesley Taft & Associates LLC Boosts Stock Position in Citigroup Inc. $C
Chesley Taft & Associates LLC increased its holdings in Citigroup Inc. (NYSE:C – Free Report) by 21.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 147,373 shares of... More of this article »
Canadian Natural Resources Limited $CNQ is Canoe Financial LP’s 9th Largest Position
Canoe Financial LP lessened its stake in Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Canoe Financial LP Sells 5,303 Shares of Analog Devices, Inc. $ADI
Canoe Financial LP lowered its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Cypress Wealth Services LLC Buys New Position in Park National Co. $PRK
Cypress Wealth Services LLC purchased a new stake in Park National Co. (NYSE:PRK – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Chesley Taft & Associates LLC Boosts Position in RTX Corporation $RTX
Chesley Taft & Associates LLC grew its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 13.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Chesley Taft & Associates LLC Increases Position in Amgen Inc. $AMGN
Chesley Taft & Associates LLC grew its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Chesley Taft & Associates LLC Acquires 25,985 Shares of Astrazeneca Plc $AZN
Chesley Taft & Associates LLC increased its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 20.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 152,750 shares of... More of this article »
Cypress Wealth Services LLC Buys 30,226 Shares of iShares S&P 500 Value ETF $IVE
Cypress Wealth Services LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 50.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
DLK Investment Management LLC Lowers Stock Position in Adobe Inc. $ADBE
DLK Investment Management LLC lowered its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 26.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Chesley Taft & Associates LLC Sells 2,174 Shares of Air Products and Chemicals, Inc. $APD
Chesley Taft & Associates LLC trimmed its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 9.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Otis Worldwide Corporation $OTIS Holdings Boosted by Canoe Financial LP
Canoe Financial LP boosted its holdings in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 15.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares Silver Trust $SLV Shares Purchased by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC boosted its position in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 16.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Uber Technologies, Inc. $UBER Stock Position Raised by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC boosted its position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
DLK Investment Management LLC Boosts Stake in Netflix, Inc. $NFLX
DLK Investment Management LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 830.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cypress Wealth Services LLC Sells 8,162 Shares of iShares MSCI EAFE Growth ETF $EFG
Cypress Wealth Services LLC cut its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 21.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
DLK Investment Management LLC Cuts Stock Holdings in Chipotle Mexican Grill, Inc. $CMG
DLK Investment Management LLC reduced its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 29.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
International Business Machines Corporation $IBM Shares Purchased by Cypress Wealth Services LLC
Cypress Wealth Services LLC raised its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 187.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cypress Wealth Services LLC Has $4.96 Million Stock Position in Vanguard Dividend Appreciation ETF $VIG
Cypress Wealth Services LLC grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 154.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
DLK Investment Management LLC Decreases Stake in Constellation Brands Inc $STZ
DLK Investment Management LLC cut its holdings in shares of Constellation Brands Inc (NYSE:STZ – Free Report) by 33.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Mastercard Incorporated $MA Position Boosted by Canoe Financial LP
Canoe Financial LP grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
The Walt Disney Company $DIS Shares Sold by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC decreased its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Cypress Wealth Services LLC Increases Position in iShares S&P 500 Growth ETF $IVW
Cypress Wealth Services LLC raised its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 141,462... More of this article »
JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Shares Bought by Cypress Wealth Services LLC
Cypress Wealth Services LLC grew its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 307.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 15,587... More of this article »
Cypress Wealth Services LLC Boosts Stock Position in iShares MBS ETF $MBB
Cypress Wealth Services LLC increased its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 12.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Chesley Taft & Associates LLC Grows Position in Procter & Gamble Company (The) $PG
Chesley Taft & Associates LLC grew its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 9.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chesley Taft & Associates LLC Has $20.23 Million Stake in Waste Management, Inc. $WM
Chesley Taft & Associates LLC increased its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Chesley Taft & Associates LLC Acquires 651 Shares of AutoZone, Inc. $AZO
Chesley Taft & Associates LLC boosted its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 11.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares S&P 100 ETF $OEF Stake Raised by Cypress Wealth Services LLC
Cypress Wealth Services LLC raised its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
JPMorgan Municipal ETF $JMUB Shares Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC grew its stake in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 45.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »