Home » SEC Filing Articles
Three Seasons Wealth LLC Acquires New Shares in Pacira BioSciences, Inc. $PCRX
Three Seasons Wealth LLC acquired a new position in Pacira BioSciences, Inc. (NASDAQ:PCRX – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Nikulski Financial Inc. Invests $1.15 Million in JPMorgan International Value ETF $JIVE
Nikulski Financial Inc. bought a new stake in JPMorgan International Value ETF (NASDAQ:JIVE – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Nisa Investment Advisors LLC Purchases 8,375 Shares of PACCAR Inc. $PCAR
Nisa Investment Advisors LLC lifted its position in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Nisa Investment Advisors LLC Purchases 6,542 Shares of Danaher Corporation $DHR
Nisa Investment Advisors LLC lifted its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 3.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 205,372 shares of the... More of this article »
Nisa Investment Advisors LLC Acquires 4,332 Shares of McKesson Corporation $MCK
Nisa Investment Advisors LLC grew its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 9.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Nisa Investment Advisors LLC Purchases 1,613,443 Shares of Comcast Corporation $CMCSA
Nisa Investment Advisors LLC boosted its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 129.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,860,191 shares of the cable... More of this article »
Citigroup Inc. $C Shares Bought by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC raised its stake in Citigroup Inc. (NYSE:C – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Nisa Investment Advisors LLC Buys 1,720 Shares of Marriott International, Inc. $MAR
Nisa Investment Advisors LLC lifted its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Meyer Handelman Co. Reduces Holdings in Intel Corporation $INTC
Meyer Handelman Co. trimmed its holdings in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 22.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Nikulski Financial Inc. Buys 11,150 Shares of Enbridge Inc $ENB
Nikulski Financial Inc. raised its stake in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 276.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Nikulski Financial Inc. Acquires 1,899 Shares of Lockheed Martin Corporation $LMT
Nikulski Financial Inc. grew its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 57.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,226 shares of the aerospace company’s... More of this article »
Verizon Communications Inc. $VZ Shares Sold by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. decreased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 13.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Meyer Handelman Co. Sells 11,380 Shares of Texas Instruments Incorporated $TXN
Meyer Handelman Co. cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 7.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 135,573 shares of the... More of this article »
Sysco Corporation $SYY Stock Holdings Lowered by Meyer Handelman Co.
Meyer Handelman Co. cut its holdings in shares of Sysco Corporation (NYSE:SYY – Free Report) by 4.4% in the 4th quarter, Holdings Channel reports. The firm owned 446,629 shares of the company’s stock after selling 20,717... More of this article »
Moody Lynn & Lieberson LLC Purchases 10,279 Shares of Novartis AG $NVS
Moody Lynn & Lieberson LLC boosted its position in shares of Novartis AG (NYSE:NVS – Free Report) by 54.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Meyer Handelman Co. Has $41.33 Million Stake in Gilead Sciences, Inc. $GILD
Meyer Handelman Co. reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Shrier Wealth Management LLC Purchases New Shares in SPDR Gold Shares $GLD
Shrier Wealth Management LLC acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Rockland Trust Co. Sells 17,753 Shares of Chipotle Mexican Grill, Inc. $CMG
Rockland Trust Co. decreased its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 28.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,416 shares... More of this article »
My Personal CFO LLC Invests $1.66 Million in Schwab US Dividend Equity ETF $SCHD
My Personal CFO LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
My Personal CFO LLC Takes Position in Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN
My Personal CFO LLC bought a new stake in Innovator MSCI Emerging Markets Power Buffer ETF – January (NYSEARCA:EJAN – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
My Personal CFO LLC Acquires New Position in T. Rowe Price Floating Rate ETF $TFLR
My Personal CFO LLC acquired a new stake in T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
My Personal CFO LLC Buys New Position in Innovator U.S. Equity Buffer ETF – November $BNOV
My Personal CFO LLC purchased a new stake in shares of Innovator U.S. Equity Buffer ETF – November (BATS:BNOV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
My Personal CFO LLC Invests $3.79 Million in iShares Select Dividend ETF $DVY
My Personal CFO LLC acquired a new stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
My Personal CFO LLC Invests $2.56 Million in Innovator U.S. Equity Buffer ETF – March $BMAR
My Personal CFO LLC acquired a new stake in shares of Innovator U.S. Equity Buffer ETF – March (BATS:BMAR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
My Personal CFO LLC Buys Shares of 25,935 Innovator U.S. Equity Buffer ETF – October $BOCT
My Personal CFO LLC bought a new stake in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
13,000 Shares in Innovator U.S. Equity Buffer ETF – May $BMAY Acquired by My Personal CFO LLC
My Personal CFO LLC bought a new stake in shares of Innovator U.S. Equity Buffer ETF – May (BATS:BMAY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »Fidelity High Dividend ETF $FDVV is Independence Financial Advisors LLC’s 7th Largest Position
Independence Financial Advisors LLC increased its stake in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Hartmann Taylor Wealth Management LLC Has $920,000 Stock Holdings in Grayscale Bitcoin Trust ETF $GBTC
Hartmann Taylor Wealth Management LLC boosted its position in shares of Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) by 448.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
PineStone Asset Management Inc. Sells 4,500 Shares of Medpace Holdings, Inc. $MEDP
PineStone Asset Management Inc. trimmed its stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 15.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
LeConte Wealth Management LLC Has $6.17 Million Holdings in Schwab International Dividend Equity ETF $SCHY
LeConte Wealth Management LLC lowered its position in shares of Schwab International Dividend Equity ETF (NYSEARCA:SCHY – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
PineStone Asset Management Inc. Buys 163,476 Shares of Otis Worldwide Corporation $OTIS
PineStone Asset Management Inc. raised its stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 3.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Shares Sold by LeConte Wealth Management LLC
LeConte Wealth Management LLC cut its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 8.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
PineStone Asset Management Inc. Lowers Position in Simpson Manufacturing Company, Inc. $SSD
PineStone Asset Management Inc. decreased its stake in shares of Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Moody’s Corporation $MCO Shares Sold by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC reduced its holdings in Moody’s Corporation (NYSE:MCO – Free Report) by 2.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 69,127 shares of the business... More of this article »
Investment Partners Asset Management Inc. Sells 65,401 Shares of Goldman Sachs BDC, Inc. $GSBD
Investment Partners Asset Management Inc. decreased its holdings in Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) by 68.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 30,497 shares of... More of this article »
Investment Partners Asset Management Inc. Purchases Shares of 54,324 JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Investment Partners Asset Management Inc. acquired a new stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired... More of this article »
Investment Partners Asset Management Inc. Purchases Shares of 20,765 Eaton Vance Total Return Bond ETF $EVTR
Investment Partners Asset Management Inc. purchased a new stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 20,765 shares of the company’s... More of this article »
Nisa Investment Advisors LLC Raises Stock Position in Advanced Micro Devices, Inc. $AMD
Nisa Investment Advisors LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Nisa Investment Advisors LLC Grows Position in Analog Devices, Inc. $ADI
Nisa Investment Advisors LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 4.4% during the 4th quarter, HoldingsChannel reports. The firm owned 183,914 shares of the semiconductor company’s... More of this article »
7,819 Shares in Alliant Energy Corporation $LNT Bought by Nikulski Financial Inc.
Nikulski Financial Inc. bought a new position in shares of Alliant Energy Corporation (NASDAQ:LNT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 7,819 shares of the company’s... More of this article »
Nikulski Financial Inc. Trims Position in The Goldman Sachs Group, Inc. $GS
Nikulski Financial Inc. decreased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 20.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,668 shares of... More of this article »
Palo Alto Networks, Inc. $PANW is Nikulski Financial Inc.’s 10th Largest Position
Nikulski Financial Inc. raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 7.7% during the 4th quarter, Holdings Channel reports. The firm owned 47,585 shares of the network technology company’s... More of this article »
Nikulski Financial Inc. Has $2.06 Million Stock Holdings in Vanguard Total Bond Market ETF $BND
Nikulski Financial Inc. decreased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 27.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 27,746 shares of... More of this article »
Nikulski Financial Inc. Sells 9,523 Shares of Lam Research Corporation $LRCX
Nikulski Financial Inc. lowered its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 18.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »Nikulski Financial Inc. Invests $1.36 Million in iShares Semiconductor ETF $SOXX
Nikulski Financial Inc. bought a new stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 4,518 shares of the exchange traded... More of this article »Nikulski Financial Inc. Boosts Position in VanEck Semiconductor ETF $SMH
Nikulski Financial Inc. raised its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 209.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 12,020 shares of the... More of this article »
Rockland Trust Co. Boosts Stock Position in Zoetis Inc. $ZTS
Rockland Trust Co. increased its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 2,055.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 148,557 shares of the company’s... More of this article »
Rockland Trust Co. Buys 12,445 Shares of EOG Resources, Inc. $EOG
Rockland Trust Co. lifted its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 258,771 shares of the energy exploration... More of this article »
