Home » SEC Filing Articles

Image for Pallas Capital Advisors LLC Purchases Shares of 3,524 WEX Inc. $WEX

Pallas Capital Advisors LLC Purchases Shares of 3,524 WEX Inc. $WEX

Pallas Capital Advisors LLC acquired a new stake in shares of WEX Inc. (NYSE:WEX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Spire Wealth Management Has $1.14 Million Stake in Leidos Holdings, Inc. $LDOS

Spire Wealth Management Has $1.14 Million Stake in Leidos Holdings, Inc. $LDOS

Spire Wealth Management grew its position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 1,030.6% in the fourth quarter, HoldingsChannel.com reports. The fund owned 6,309 shares of the aerospace company’s stock... More of this article »
Image for Pallas Capital Advisors LLC Has $471,000 Stock Holdings in MGM Resorts International $MGM

Pallas Capital Advisors LLC Has $471,000 Stock Holdings in MGM Resorts International $MGM

Pallas Capital Advisors LLC decreased its holdings in shares of MGM Resorts International (NYSE:MGM – Free Report) by 54.5% during the 4th quarter, Holdings Channel reports. The firm owned 12,894 shares of the company’s... More of this article »
Image for International Private Wealth Advisors LLC Sells 3,722 Shares of Alphabet Inc. $GOOG

International Private Wealth Advisors LLC Sells 3,722 Shares of Alphabet Inc. $GOOG

International Private Wealth Advisors LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 32.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for JPMorgan Chase & Co. Has $6.96 Million Stock Holdings in Ingevity Corporation $NGVT

JPMorgan Chase & Co. Has $6.96 Million Stock Holdings in Ingevity Corporation $NGVT

JPMorgan Chase & Co. lifted its holdings in shares of Ingevity Corporation (NYSE:NGVT – Free Report) by 66.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for International Seaways Inc. $INSW Shares Sold by JPMorgan Chase & Co.

International Seaways Inc. $INSW Shares Sold by JPMorgan Chase & Co.

JPMorgan Chase & Co. decreased its position in International Seaways Inc. (NYSE:INSW – Free Report) by 10.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for JPMorgan Chase & Co. Boosts Stake in Simplify Managed Futures Strategy ETF $CTA

JPMorgan Chase & Co. Boosts Stake in Simplify Managed Futures Strategy ETF $CTA

JPMorgan Chase & Co. lifted its holdings in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 235,980.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for JPMorgan Chase & Co. Boosts Stock Position in Origin Bancorp, Inc. $OBK

JPMorgan Chase & Co. Boosts Stock Position in Origin Bancorp, Inc. $OBK

JPMorgan Chase & Co. lifted its stake in shares of Origin Bancorp, Inc. (NYSE:OBK – Free Report) by 15.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for JPMorgan Chase & Co. Boosts Stock Holdings in Upbound Group, Inc. $UPBD

JPMorgan Chase & Co. Boosts Stock Holdings in Upbound Group, Inc. $UPBD

JPMorgan Chase & Co. raised its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 259.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 267,062 shares... More of this article »
Image for CNB Financial Corporation $CCNE Shares Acquired by JPMorgan Chase & Co.

CNB Financial Corporation $CCNE Shares Acquired by JPMorgan Chase & Co.

JPMorgan Chase & Co. lifted its position in shares of CNB Financial Corporation (NASDAQ:CCNE – Free Report) by 67.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 259,165 shares... More of this article »
Image for Viridian Therapeutics, Inc. $VRDN Stock Position Decreased by JPMorgan Chase & Co.

Viridian Therapeutics, Inc. $VRDN Stock Position Decreased by JPMorgan Chase & Co.

JPMorgan Chase & Co. lowered its holdings in Viridian Therapeutics, Inc. (NASDAQ:VRDN – Free Report) by 25.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for JPMorgan Chase & Co. Purchases 144,296 Shares of VanEck Vietnam ETF $VNM

JPMorgan Chase & Co. Purchases 144,296 Shares of VanEck Vietnam ETF $VNM

JPMorgan Chase & Co. increased its position in VanEck Vietnam ETF (BATS:VNM – Free Report) by 60.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for iShares iBonds Dec 2030 Term Corporate ETF $IBDV Shares Bought by JPMorgan Chase & Co.

iShares iBonds Dec 2030 Term Corporate ETF $IBDV Shares Bought by JPMorgan Chase & Co.

JPMorgan Chase & Co. boosted its position in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 162.4% in the third quarter, according to the company in its most recent filing with the... More of this article »
Image for JPMorgan Chase & Co. Has $6.05 Million Holdings in PriceSmart, Inc. $PSMT

JPMorgan Chase & Co. Has $6.05 Million Holdings in PriceSmart, Inc. $PSMT

JPMorgan Chase & Co. decreased its position in shares of PriceSmart, Inc. (NASDAQ:PSMT – Free Report) by 21.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Fortrea Holdings Inc. $FTRE Shares Bought by JPMorgan Chase & Co.

Fortrea Holdings Inc. $FTRE Shares Bought by JPMorgan Chase & Co.

JPMorgan Chase & Co. lifted its position in shares of Fortrea Holdings Inc. (NASDAQ:FTRE – Free Report) by 65.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for JPMorgan Chase & Co. Purchases 874,170 Shares of Silvercorp Metals Inc. $SVM

JPMorgan Chase & Co. Purchases 874,170 Shares of Silvercorp Metals Inc. $SVM

JPMorgan Chase & Co. increased its holdings in shares of Silvercorp Metals Inc. (NYSEAMERICAN:SVM – Free Report) by 1,253.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for The Ensign Group, Inc. $ENSG Shares Bought by SG Americas Securities LLC

The Ensign Group, Inc. $ENSG Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC grew its position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 70.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for JPMorgan Chase & Co. Grows Stock Holdings in Aurinia Pharmaceuticals Inc $AUPH

JPMorgan Chase & Co. Grows Stock Holdings in Aurinia Pharmaceuticals Inc $AUPH

JPMorgan Chase & Co. grew its holdings in Aurinia Pharmaceuticals Inc (NASDAQ:AUPH – Free Report) (TSE:AUP) by 21.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for SG Americas Securities LLC Lowers Stock Position in ZTO Express (Cayman) Inc. $ZTO

SG Americas Securities LLC Lowers Stock Position in ZTO Express (Cayman) Inc. $ZTO

SG Americas Securities LLC lessened its position in shares of ZTO Express (Cayman) Inc. (NYSE:ZTO – Free Report) by 14.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for SG Americas Securities LLC Has $7.07 Million Holdings in BitMine Immersion Technologies, Inc. $BMNR

SG Americas Securities LLC Has $7.07 Million Holdings in BitMine Immersion Technologies, Inc. $BMNR

SG Americas Securities LLC boosted its holdings in BitMine Immersion Technologies, Inc. (NYSEAMERICAN:BMNR – Free Report) by 1,276.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for Sonos, Inc. $SONO Stake Increased by SG Americas Securities LLC

Sonos, Inc. $SONO Stake Increased by SG Americas Securities LLC

SG Americas Securities LLC lifted its holdings in Sonos, Inc. (NASDAQ:SONO – Free Report) by 68.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for SG Americas Securities LLC Buys 240,039 Shares of Centessa Pharmaceuticals PLC Sponsored ADR $CNTA

SG Americas Securities LLC Buys 240,039 Shares of Centessa Pharmaceuticals PLC Sponsored ADR $CNTA

SG Americas Securities LLC lifted its stake in shares of Centessa Pharmaceuticals PLC Sponsored ADR (NASDAQ:CNTA – Free Report) by 1,017.7% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for SG Americas Securities LLC Increases Stock Position in Silicon Laboratories, Inc. $SLAB

SG Americas Securities LLC Increases Stock Position in Silicon Laboratories, Inc. $SLAB

SG Americas Securities LLC raised its stake in shares of Silicon Laboratories, Inc. (NASDAQ:SLAB – Free Report) by 836.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for SG Americas Securities LLC Acquires 173,675 Shares of Samsara Inc. $IOT

SG Americas Securities LLC Acquires 173,675 Shares of Samsara Inc. $IOT

SG Americas Securities LLC grew its holdings in Samsara Inc. (NYSE:IOT – Free Report) by 1,027.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 190,578 shares of the company’s... More of this article »
Image for SG Americas Securities LLC Sells 47,701 Shares of Domino’s Pizza Inc $DPZ

SG Americas Securities LLC Sells 47,701 Shares of Domino’s Pizza Inc $DPZ

SG Americas Securities LLC trimmed its position in shares of Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 77.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for SG Americas Securities LLC Buys 14,981 Shares of Saia, Inc. $SAIA

SG Americas Securities LLC Buys 14,981 Shares of Saia, Inc. $SAIA

SG Americas Securities LLC grew its position in shares of Saia, Inc. (NASDAQ:SAIA – Free Report) by 309.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,817 shares... More of this article »
Image for SG Americas Securities LLC Purchases 198,974 Shares of Perdoceo Education Corporation $PRDO

SG Americas Securities LLC Purchases 198,974 Shares of Perdoceo Education Corporation $PRDO

SG Americas Securities LLC lifted its position in shares of Perdoceo Education Corporation (NASDAQ:PRDO – Free Report) by 1,002.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for American Homes 4 Rent $AMH Shares Acquired by SG Americas Securities LLC

American Homes 4 Rent $AMH Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC raised its holdings in shares of American Homes 4 Rent (NYSE:AMH – Free Report) by 19.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for SG Americas Securities LLC Purchases 33,313 Shares of Grand Canyon Education, Inc. $LOPE

SG Americas Securities LLC Purchases 33,313 Shares of Grand Canyon Education, Inc. $LOPE

SG Americas Securities LLC increased its position in shares of Grand Canyon Education, Inc. (NASDAQ:LOPE – Free Report) by 1,060.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for SG Americas Securities LLC Purchases 3,728 Shares of Martin Marietta Materials, Inc. $MLM

SG Americas Securities LLC Purchases 3,728 Shares of Martin Marietta Materials, Inc. $MLM

SG Americas Securities LLC raised its position in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 66.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,316 shares of... More of this article »
Image for SG Americas Securities LLC Trims Stock Holdings in iShares MSCI Hong Kong ETF $EWH

SG Americas Securities LLC Trims Stock Holdings in iShares MSCI Hong Kong ETF $EWH

SG Americas Securities LLC cut its holdings in shares of iShares MSCI Hong Kong ETF (NYSEARCA:EWH – Free Report) by 46.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for SG Americas Securities LLC Acquires 86,454 Shares of Triumph Financial, Inc. $TFIN

SG Americas Securities LLC Acquires 86,454 Shares of Triumph Financial, Inc. $TFIN

SG Americas Securities LLC lifted its holdings in shares of Triumph Financial, Inc. (NYSE:TFIN – Free Report) by 1,217.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Woodward, Inc. $WWD Stock Position Boosted by SG Americas Securities LLC

Woodward, Inc. $WWD Stock Position Boosted by SG Americas Securities LLC

SG Americas Securities LLC grew its stake in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) by 487.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for SG Americas Securities LLC Boosts Stock Position in Ouster, Inc. $OUST

SG Americas Securities LLC Boosts Stock Position in Ouster, Inc. $OUST

SG Americas Securities LLC increased its position in shares of Ouster, Inc. (NYSE:OUST – Free Report) by 43.2% during 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 ONEOK, Inc. $OKE Shares Bought by Capital Advisors Inc. OK

ONEOK, Inc. $OKE Shares Bought by Capital Advisors Inc. OK

Capital Advisors Inc. OK raised its stake in ONEOK, Inc. (NYSE:OKE – Free Report) by 21.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Capital Advisors Inc. OK Raises Stock Position in Vanguard FTSE Emerging Markets ETF $VWO

Capital Advisors Inc. OK Raises Stock Position in Vanguard FTSE Emerging Markets ETF $VWO

Capital Advisors Inc. OK lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,042,067 shares... More of this article »
Image for Essential Planning LLC. Has $7.95 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Essential Planning LLC. Has $7.95 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Essential Planning LLC. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 30.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Capital Advisors Inc. OK Has $75.27 Million Stock Holdings in Simon Property Group, Inc. $SPG

Capital Advisors Inc. OK Has $75.27 Million Stock Holdings in Simon Property Group, Inc. $SPG

Capital Advisors Inc. OK increased its holdings in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Sherman Wealth Management LLC Takes Position in Invesco QQQ $QQQ

Sherman Wealth Management LLC Takes Position in Invesco QQQ $QQQ

Sherman Wealth Management LLC bought a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
Image for Retirement Systems of Alabama Acquires 1,203,190 Shares of Netflix, Inc. $NFLX

Retirement Systems of Alabama Acquires 1,203,190 Shares of Netflix, Inc. $NFLX

Retirement Systems of Alabama grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 896.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Tesla, Inc. $TSLA is Mn Services Vermogensbeheer B.V.’s 8th Largest Position

Tesla, Inc. $TSLA is Mn Services Vermogensbeheer B.V.’s 8th Largest Position

Mn Services Vermogensbeheer B.V. grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Parkwoods Wealth Partners LLC Invests $1.03 Million in Vanguard Total Stock Market ETF $VTI

Parkwoods Wealth Partners LLC Invests $1.03 Million in Vanguard Total Stock Market ETF $VTI

Parkwoods Wealth Partners LLC bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wealth Enhancement Advisory Services LLC Has $3.99 Million Stake in Garmin Ltd. $GRMN

Wealth Enhancement Advisory Services LLC Has $3.99 Million Stake in Garmin Ltd. $GRMN

Wealth Enhancement Advisory Services LLC decreased its holdings in Garmin Ltd. (NYSE:GRMN – Free Report) by 72.1% in the 4th quarter, HoldingsChannel reports. The firm owned 19,077 shares of the scientific and technical instruments... More of this article »
Image for Silver Oak Securities Incorporated Has $9.21 Million Stock Position in Vanguard FTSE Developed Markets ETF $VEA

Silver Oak Securities Incorporated Has $9.21 Million Stock Position in Vanguard FTSE Developed Markets ETF $VEA

Silver Oak Securities Incorporated raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 10.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Invesco NASDAQ 100 ETF $QQQM Stock Holdings Lessened by Silver Oak Securities Incorporated

Invesco NASDAQ 100 ETF $QQQM Stock Holdings Lessened by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated reduced its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for LifeGoal Investments LLC Sells 17,405 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

LifeGoal Investments LLC Sells 17,405 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

LifeGoal Investments LLC lowered its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 64.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Zevenbergen Capital Investments LLC Has $76.16 Million Stock Position in Micron Technology, Inc. $MU

Zevenbergen Capital Investments LLC Has $76.16 Million Stock Position in Micron Technology, Inc. $MU

Zevenbergen Capital Investments LLC cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 9.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for WealthNavi Inc. Sells 80,402 Shares of SPDR Gold Shares $GLD

WealthNavi Inc. Sells 80,402 Shares of SPDR Gold Shares $GLD

WealthNavi Inc. cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for WealthNavi Inc. Acquires 747,366 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

WealthNavi Inc. Acquires 747,366 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

WealthNavi Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.2% in the fourth quarter, HoldingsChannel reports. The firm owned 11,159,114 shares of the company’s... More of this article »
Image for Herc Holdings Inc. $HRI Shares Sold by Vaughan Nelson Investment Management L.P.

Herc Holdings Inc. $HRI Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. cut its stake in Herc Holdings Inc. (NYSE:HRI – Free Report) by 36.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 595,037 shares of the transportation... More of this article »