Home » SEC Filing Articles

Image for Wealth Enhancement Advisory Services LLC Reduces Holdings in Crown Castle Inc. $CCI

Wealth Enhancement Advisory Services LLC Reduces Holdings in Crown Castle Inc. $CCI

Wealth Enhancement Advisory Services LLC lowered its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 8.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 121,508 shares... More of this article »
Image for Wealth Enhancement Advisory Services LLC Raises Stake in Schwab Municipal Bond ETF $SCMB

Wealth Enhancement Advisory Services LLC Raises Stake in Schwab Municipal Bond ETF $SCMB

Wealth Enhancement Advisory Services LLC increased its holdings in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) by 245.7% during the 4th quarter, HoldingsChannel reports. The fund owned 489,805 shares of... More of this article »
Image for Wealth Enhancement Advisory Services LLC Buys 20,572 Shares of Corteva, Inc. $CTVA

Wealth Enhancement Advisory Services LLC Buys 20,572 Shares of Corteva, Inc. $CTVA

Wealth Enhancement Advisory Services LLC boosted its stake in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 13.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Wealth Enhancement Advisory Services LLC Grows Holdings in J.B. Hunt Transport Services, Inc. $JBHT

Wealth Enhancement Advisory Services LLC Grows Holdings in J.B. Hunt Transport Services, Inc. $JBHT

Wealth Enhancement Advisory Services LLC raised its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 45.8% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Wealth Enhancement Advisory Services LLC Has $10.99 Million Stock Holdings in Pacer Trendpilot US Large Cap ETF $PTLC

Wealth Enhancement Advisory Services LLC Has $10.99 Million Stock Holdings in Pacer Trendpilot US Large Cap ETF $PTLC

Wealth Enhancement Advisory Services LLC raised its position in Pacer Trendpilot US Large Cap ETF (BATS:PTLC – Free Report) by 5.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 194,755... More of this article »
Image for Wealth Enhancement Advisory Services LLC Trims Holdings in Otis Worldwide Corporation $OTIS

Wealth Enhancement Advisory Services LLC Trims Holdings in Otis Worldwide Corporation $OTIS

Wealth Enhancement Advisory Services LLC cut its stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 4.2% in the fourth quarter, Holdings Channel reports. The fund owned 151,246 shares of the company’s stock... More of this article »
Image for Wealth Enhancement Advisory Services LLC Acquires 36,484 Shares of JPMorgan Income ETF $JPIE

Wealth Enhancement Advisory Services LLC Acquires 36,484 Shares of JPMorgan Income ETF $JPIE

Wealth Enhancement Advisory Services LLC raised its holdings in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 14.6% in the fourth quarter, Holdings Channel reports. The fund owned 287,192 shares of the company’s... More of this article »
Image for Wealth Enhancement Advisory Services LLC Cuts Stock Position in Howmet Aerospace Inc. $HWM

Wealth Enhancement Advisory Services LLC Cuts Stock Position in Howmet Aerospace Inc. $HWM

Wealth Enhancement Advisory Services LLC cut its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 74.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 59,999 shares of the company’s... More of this article »
Image for Innovator U.S. Equity Power Buffer ETF – November $PNOV Shares Bought by Wealth Enhancement Advisory Services LLC

Innovator U.S. Equity Power Buffer ETF – November $PNOV Shares Bought by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC grew its stake in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) by 608.1% during the 4th quarter, Holdings Channel reports. The firm owned 284,657... More of this article »
Image for Wealth Enhancement Advisory Services LLC Has $11.48 Million Holdings in Natera, Inc. $NTRA

Wealth Enhancement Advisory Services LLC Has $11.48 Million Holdings in Natera, Inc. $NTRA

Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Natera, Inc. (NASDAQ:NTRA – Free Report) by 25.9% in the fourth quarter, HoldingsChannel reports. The firm owned 45,835 shares of the medical research... More of this article »
Image for Wedmont Private Capital Sells 88,169 Shares of Organon & Co. $OGN

Wedmont Private Capital Sells 88,169 Shares of Organon & Co. $OGN

Wedmont Private Capital reduced its holdings in Organon & Co. (NYSE:OGN – Free Report) by 76.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 27,889 shares of... More of this article »
Image for Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC

Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC

Riverbridge Partners LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 29.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Vanguard Value ETF $VTV Shares Acquired by Regatta Capital Group LLC

Vanguard Value ETF $VTV Shares Acquired by Regatta Capital Group LLC

Regatta Capital Group LLC boosted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Kathmere Capital Management LLC Has $45.73 Million Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Kathmere Capital Management LLC Has $45.73 Million Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Kathmere Capital Management LLC lifted its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Ares Capital Corporation $ARCC Stock Position Lowered by Sage Advisors LLC

Ares Capital Corporation $ARCC Stock Position Lowered by Sage Advisors LLC

Sage Advisors LLC lessened its stake in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Global X Japan Co. Ltd. Grows Stock Holdings in Mettler-Toledo International, Inc. $MTD

Global X Japan Co. Ltd. Grows Stock Holdings in Mettler-Toledo International, Inc. $MTD

Global X Japan Co. Ltd. grew its position in shares of Mettler-Toledo International, Inc. (NYSE:MTD – Free Report) by 321.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Mather Group LLC. Buys 41,898 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Mather Group LLC. Buys 41,898 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Mather Group LLC. grew its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 4.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Verizon Communications Inc. $VZ Shares Sold by Synergy Asset Management LLC

Verizon Communications Inc. $VZ Shares Sold by Synergy Asset Management LLC

Synergy Asset Management LLC trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 63.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Synergy Asset Management LLC Has $29.38 Million Stake in CocaCola Company (The) $KO

Synergy Asset Management LLC Has $29.38 Million Stake in CocaCola Company (The) $KO

Synergy Asset Management LLC cut its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 62.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for ResMed Inc. $RMD Holdings Lifted by Global X Japan Co. Ltd.

ResMed Inc. $RMD Holdings Lifted by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. grew its holdings in shares of ResMed Inc. (NYSE:RMD – Free Report) by 6,921.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Stephens Consulting LLC Increases Position in The Boeing Company $BA

Stephens Consulting LLC Increases Position in The Boeing Company $BA

Stephens Consulting LLC boosted its position in The Boeing Company (NYSE:BA – Free Report) by 100.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 8,022 shares of the aircraft producer’s... More of this article »
Image for Synergy Asset Management LLC Acquires Shares of 223,067 Dutch Bros Inc. $BROS

Synergy Asset Management LLC Acquires Shares of 223,067 Dutch Bros Inc. $BROS

Synergy Asset Management LLC bought a new position in shares of Dutch Bros Inc. (NYSE:BROS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Mather Group LLC. Has $205.95 Million Stock Holdings in SPDR Portfolio Long Term Treasury ETF $SPTL

Mather Group LLC. Has $205.95 Million Stock Holdings in SPDR Portfolio Long Term Treasury ETF $SPTL

Mather Group LLC. lifted its stake in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Global X Japan Co. Ltd. Increases Stock Position in Monster Beverage Corporation $MNST

Global X Japan Co. Ltd. Increases Stock Position in Monster Beverage Corporation $MNST

Global X Japan Co. Ltd. lifted its position in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 444.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Tudor Investment Corp ET AL Has $3.91 Million Stock Holdings in SPDR S&P Metals & Mining ETF $XME

Tudor Investment Corp ET AL Has $3.91 Million Stock Holdings in SPDR S&P Metals & Mining ETF $XME

Tudor Investment Corp ET AL decreased its holdings in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 35.0% during the 3rd quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Mather Group LLC. Reduces Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Mather Group LLC. Reduces Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Mather Group LLC. lessened its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 0.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 41,810,550 shares of the company’s... More of this article »
Image for Synergy Asset Management LLC Sells 9,166 Shares of iShares Core S&P Small-Cap ETF $IJR

Synergy Asset Management LLC Sells 9,166 Shares of iShares Core S&P Small-Cap ETF $IJR

Synergy Asset Management LLC lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 67.2% during the 4th quarter, HoldingsChannel reports. The firm owned 4,483 shares of the exchange traded... More of this article »
Image for Tudor Investment Corp ET AL Makes New Investment in Nicolet Bankshares Inc. $NIC

Tudor Investment Corp ET AL Makes New Investment in Nicolet Bankshares Inc. $NIC

Tudor Investment Corp ET AL bought a new position in shares of Nicolet Bankshares Inc. (NYSE:NIC – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Tudor Investment Corp ET AL Acquires 262,725 Shares of International Money Express, Inc. $IMXI

Tudor Investment Corp ET AL Acquires 262,725 Shares of International Money Express, Inc. $IMXI

Tudor Investment Corp ET AL increased its holdings in shares of International Money Express, Inc. (NASDAQ:IMXI – Free Report) by 2,255.0% during the third quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Tudor Investment Corp ET AL Purchases 15,795 Shares of Vanguard Energy ETF $VDE

Tudor Investment Corp ET AL Purchases 15,795 Shares of Vanguard Energy ETF $VDE

Tudor Investment Corp ET AL raised its holdings in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 111.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Tudor Investment Corp ET AL Buys Shares of 115,701 Douglas Dynamics, Inc. $PLOW

Tudor Investment Corp ET AL Buys Shares of 115,701 Douglas Dynamics, Inc. $PLOW

Tudor Investment Corp ET AL bought a new position in shares of Douglas Dynamics, Inc. (NYSE:PLOW – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 115,701 shares of the... More of this article »
Image for Tudor Investment Corp ET AL Grows Holdings in Patria Investments Limited $PAX

Tudor Investment Corp ET AL Grows Holdings in Patria Investments Limited $PAX

Tudor Investment Corp ET AL raised its position in Patria Investments Limited (NYSE:PAX – Free Report) by 590.3% 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 Tudor Investment Corp ET AL Purchases 158,197 Shares of Orthofix Medical Inc. $OFIX

Tudor Investment Corp ET AL Purchases 158,197 Shares of Orthofix Medical Inc. $OFIX

Tudor Investment Corp ET AL grew its position in shares of Orthofix Medical Inc. (NASDAQ:OFIX – Free Report) by 268.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 217,044 shares of... More of this article »
Image for Tudor Investment Corp ET AL Makes New $3.66 Million Investment in LATAM Airlines Group S.A. $LTM

Tudor Investment Corp ET AL Makes New $3.66 Million Investment in LATAM Airlines Group S.A. $LTM

Tudor Investment Corp ET AL bought a new position in LATAM Airlines Group S.A. (NYSE:LTM – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 80,936 shares... More of this article »
Image for Tudor Investment Corp ET AL Buys 259,616 Shares of XPLR Infrastructure, LP $XIFR

Tudor Investment Corp ET AL Buys 259,616 Shares of XPLR Infrastructure, LP $XIFR

Tudor Investment Corp ET AL lifted its stake in shares of XPLR Infrastructure, LP (NYSE:XIFR – Free Report) by 303.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for United States Lime & Minerals, Inc. $USLM Shares Sold by Tudor Investment Corp ET AL

United States Lime & Minerals, Inc. $USLM Shares Sold by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL lowered its position in shares of United States Lime & Minerals, Inc. (NASDAQ:USLM – Free Report) by 62.4% in the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Wedmont Private Capital Cuts Position in Microsoft Corporation $MSFT

Wedmont Private Capital Cuts Position in Microsoft Corporation $MSFT

Wedmont Private Capital trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Tudor Investment Corp ET AL Sells 308,626 Shares of DHT Holdings, Inc. $DHT

Tudor Investment Corp ET AL Sells 308,626 Shares of DHT Holdings, Inc. $DHT

Tudor Investment Corp ET AL cut its position in DHT Holdings, Inc. (NYSE:DHT – Free Report) by 51.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Byline Bancorp, Inc. $BY Stock Position Lifted by Tudor Investment Corp ET AL

Byline Bancorp, Inc. $BY Stock Position Lifted by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL grew its position in Byline Bancorp, Inc. (NYSE:BY – Free Report) by 33.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Synopsys, Inc. $SNPS Holdings Raised by Global X Japan Co. Ltd.

Synopsys, Inc. $SNPS Holdings Raised by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. grew its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 450.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Global X Japan Co. Ltd. Increases Stock Holdings in Synchrony Financial $SYF

Global X Japan Co. Ltd. Increases Stock Holdings in Synchrony Financial $SYF

Global X Japan Co. Ltd. raised its position in Synchrony Financial (NYSE:SYF – Free Report) by 365.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Global X Japan Co. Ltd. Has $4.43 Million Stake in McKesson Corporation $MCK

Global X Japan Co. Ltd. Has $4.43 Million Stake in McKesson Corporation $MCK

Global X Japan Co. Ltd. boosted its position in McKesson Corporation (NYSE:MCK – Free Report) by 423.4% 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 Global X Japan Co. Ltd. Raises Position in Adobe Inc. $ADBE

Global X Japan Co. Ltd. Raises Position in Adobe Inc. $ADBE

Global X Japan Co. Ltd. increased its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 48.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 22,698... More of this article »
Image for Global X Japan Co. Ltd. Purchases New Position in Union Pacific Corporation $UNP

Global X Japan Co. Ltd. Purchases New Position in Union Pacific Corporation $UNP

Global X Japan Co. Ltd. acquired a new position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
Image for Global X Japan Co. Ltd. Boosts Holdings in NXP Semiconductors N.V. $NXPI

Global X Japan Co. Ltd. Boosts Holdings in NXP Semiconductors N.V. $NXPI

Global X Japan Co. Ltd. lifted its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 30.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Global X Japan Co. Ltd. Increases Position in Cardinal Health, Inc. $CAH

Global X Japan Co. Ltd. Increases Position in Cardinal Health, Inc. $CAH

Global X Japan Co. Ltd. lifted its holdings in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 253.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,710... More of this article »
Image for Park Place Capital Corp Grows Holdings in Meta Platforms, Inc. $META

Park Place Capital Corp Grows Holdings in Meta Platforms, Inc. $META

Park Place Capital Corp increased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 53.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for International Business Machines Corporation $IBM Stock Holdings Trimmed by Parsons Capital Management Inc. RI

International Business Machines Corporation $IBM Stock Holdings Trimmed by Parsons Capital Management Inc. RI

Parsons Capital Management Inc. RI lowered its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Global X Japan Co. Ltd. Increases Stock Holdings in Qualcomm Incorporated $QCOM

Global X Japan Co. Ltd. Increases Stock Holdings in Qualcomm Incorporated $QCOM

Global X Japan Co. Ltd. grew its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 15.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for iMGP DBi Managed Futures Strategy ETF $DBMF Stock Holdings Decreased by Matrix Trust Co

iMGP DBi Managed Futures Strategy ETF $DBMF Stock Holdings Decreased by Matrix Trust Co

Matrix Trust Co lessened its stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 78.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 8,251 shares of the company’s stock... More of this article »