Home » SEC Filing Articles
SteelPeak Wealth LLC Buys 128,786 Shares of Invesco S&P 500 High Dividend Low Volatility ETF $SPHD
SteelPeak Wealth LLC lifted its stake in shares of Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 1,124.8% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
SteelPeak Wealth LLC Has $15.04 Million Stake in Linde PLC $LIN
SteelPeak Wealth LLC grew its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 34.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC lessened its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 38.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
SteelPeak Wealth LLC Has $37.88 Million Holdings in Amgen Inc. $AMGN
SteelPeak Wealth LLC increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 28.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
SteelPeak Wealth LLC Has $16.73 Million Stock Position in iShares MBS ETF $MBB
SteelPeak Wealth LLC raised its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SteelPeak Wealth LLC Lowers Stock Holdings in Vanguard Total Stock Market ETF $VTI
SteelPeak Wealth LLC trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 34.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Quintet Private Bank Europe S.A. Purchases 6,350 Shares of Honeywell International Inc. $HON
Quintet Private Bank Europe S.A. lifted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
M-tron Industries, Inc. $MPTI Shares Sold by Palisades Investment Partners LLC
Palisades Investment Partners LLC reduced its holdings in M-tron Industries, Inc. (NYSEAMERICAN:MPTI – Free Report) by 47.9% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Harbor Capital Advisors Inc. Has $2.75 Million Stock Holdings in Olin Corporation $OLN
Harbor Capital Advisors Inc. boosted its position in shares of Olin Corporation (NYSE:OLN – Free Report) by 39.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SPDR S&P MidCap 400 ETF Trust $MDY Shares Sold by Midwest Financial Group LLC
Midwest Financial Group LLC lessened its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 14.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Union Pacific Corporation $UNP Shares Sold by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. lessened its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 90.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Mendota Financial Group LLC Has $2.42 Million Stake in Avantis International Equity ETF $AVDE
Mendota Financial Group LLC increased its position in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 220.6% during the fourth quarter, according to its most recent filing with the Securities &... More of this article »
Quintet Private Bank Europe S.A. Reduces Position in Salesforce Inc. $CRM
Quintet Private Bank Europe S.A. reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 54.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,672 shares of the... More of this article »
Quintet Private Bank Europe S.A. Sells 12,513 Shares of Intuitive Surgical, Inc. $ISRG
Quintet Private Bank Europe S.A. lessened its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 21.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Quintet Private Bank Europe S.A. Reduces Stock Position in Oracle Corporation $ORCL
Quintet Private Bank Europe S.A. lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 80.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,593... More of this article »
Quintet Private Bank Europe S.A. Invests $17.84 Million in First Solar, Inc. $FSLR
Quintet Private Bank Europe S.A. acquired a new stake in First Solar, Inc. (NASDAQ:FSLR – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Avantis U.S. Mid Cap Equity ETF $AVMC Holdings Boosted by Mendota Financial Group LLC
Mendota Financial Group LLC raised its position in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC – Free Report) by 39.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
18,518 Shares in First Trust Nasdaq Cybersecurity ETF $CIBR Acquired by Midwest Financial Group LLC
Midwest Financial Group LLC acquired a new stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Synopsys, Inc. $SNPS Shares Bought by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. grew its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 1.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 70,202 shares of the semiconductor company’s... More of this article »
The Madison Square Garden Company $MSGS Shares Acquired by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. increased its position in shares of The Madison Square Garden Company (NYSE:MSGS – Free Report) by 46.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Harbor Capital Advisors Inc. Increases Stock Holdings in Frontdoor Inc. $FTDR
Harbor Capital Advisors Inc. lifted its stake in shares of Frontdoor Inc. (NASDAQ:FTDR – Free Report) by 20.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Harbor Capital Advisors Inc. Buys 66,119 Shares of Graphic Packaging Holding Company $GPK
Harbor Capital Advisors Inc. boosted its stake in Graphic Packaging Holding Company (NYSE:GPK – Free Report) by 50.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Harbor Capital Advisors Inc. Sells 6,446 Shares of Carpenter Technology Corporation $CRS
Harbor Capital Advisors Inc. lowered its position in Carpenter Technology Corporation (NYSE:CRS – Free Report) by 37.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 10,674... More of this article »
Harbor Capital Advisors Inc. Sells 21,499 Shares of Nextpower Inc. $NXT
Harbor Capital Advisors Inc. trimmed its holdings in Nextpower Inc. (NASDAQ:NXT – Free Report) by 31.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 47,906 shares of... More of this article »
Harbor Capital Advisors Inc. Purchases Shares of 601,507 iShares Core MSCI Emerging Markets ETF $IEMG
Harbor Capital Advisors Inc. purchased a new position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Bristol Myers Squibb Company $BMY Shares Bought by Perigon Wealth Management LLC
Perigon Wealth Management LLC grew its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 22.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Harbor Capital Advisors Inc. Sells 10,630 Shares of RadNet, Inc. $RDNT
Harbor Capital Advisors Inc. reduced its position in RadNet, Inc. (NASDAQ:RDNT – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Perigon Wealth Management LLC Sells 25,226 Shares of SPDR Blackstone Senior Loan ETF $SRLN
Perigon Wealth Management LLC lessened its holdings in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 17.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Greenbush Financial Group LLC Boosts Stock Position in JPMorgan Active Growth ETF $JGRO
Greenbush Financial Group LLC raised its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 14.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Extended Market ETF $VXF Holdings Cut by Investment Planning Advisors Inc.
Investment Planning Advisors Inc. reduced its position in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 34.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Perigon Wealth Management LLC Buys 2,728 Shares of CrowdStrike $CRWD
Perigon Wealth Management LLC lifted its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 30.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,604 shares... More of this article »
Greenbush Financial Group LLC Increases Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Greenbush Financial Group LLC raised its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Investment Planning Advisors Inc. Raises Position in Vanguard Short-Term Bond ETF $BSV
Investment Planning Advisors Inc. raised its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Perigon Wealth Management LLC Purchases 1,135 Shares of Regeneron Pharmaceuticals, Inc. $REGN
Perigon Wealth Management LLC lifted its position in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 16.9% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Greenbush Financial Group LLC Has $18.19 Million Stock Holdings in Capital Group Core Balanced ETF $CGBL
Greenbush Financial Group LLC lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 11.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Retirement Systems of Alabama Has $495.30 Million Stock Position in Alphabet Inc. $GOOG
Retirement Systems of Alabama trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,578,396... More of this article »
J. Safra Sarasin Holding AG Purchases 35,271 Shares of JPMorgan Chase & Co. $JPM
J. Safra Sarasin Holding AG lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 43.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Sjbenen Advisory LLC Buys Shares of 9,118 JPMorgan Chase & Co. $JPM
Sjbenen Advisory LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Hennion & Walsh Asset Management Inc. Invests $700,000 in Vanguard FTSE Emerging Markets ETF $VWO
Hennion & Walsh Asset Management Inc. bought a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
MOR Wealth Management LLC Makes New $1.05 Million Investment in Alphabet Inc. $GOOG
MOR Wealth Management LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 3,359... More of this article »
Perigon Wealth Management LLC Purchases 4,060 Shares of Hubbell Inc $HUBB
Perigon Wealth Management LLC grew its holdings in Hubbell Inc (NYSE:HUBB – Free Report) by 32.4% during the 4th quarter, HoldingsChannel reports. The firm owned 16,600 shares of the industrial products company’s stock... More of this article »
Heck Capital Advisors LLC Buys 17,659 Shares of iShares Core S&P 500 ETF $IVV
Heck Capital Advisors LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Kendall Capital Management Makes New $507,000 Investment in Tidewater Inc. $TDW
Kendall Capital Management purchased a new position in shares of Tidewater Inc. (NYSE:TDW – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Genesis Financial Group LLC Invests $1.56 Million in Invesco QQQ $QQQ
Genesis Financial Group LLC acquired a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 2,537 shares of the exchange traded fund’s stock, valued... More of this article »
Formidable Asset Management LLC Sells 2,431 Shares of The Boeing Company $BA
Formidable Asset Management LLC lessened its stake in The Boeing Company (NYSE:BA – Free Report) by 50.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,363... More of this article »
Legacy Capital Wealth Partners LLC Invests $42,000 in Exact Sciences Corporation $EXAS
Legacy Capital Wealth Partners LLC purchased a new stake in Exact Sciences Corporation (NASDAQ:EXAS – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 41,837 shares of the medical research company’s... More of this article »
Frank Rimerman Advisors LLC Raises Stock Position in Eli Lilly and Company $LLY
Frank Rimerman Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 27.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Nisa Investment Advisors LLC Raises Holdings in Edison International $EIX
Nisa Investment Advisors LLC boosted its position in Edison International (NYSE:EIX – Free Report) by 41.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »