Home » SEC Filing Articles

Image for Foster Group Inc. Buys 7,094 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Foster Group Inc. Buys 7,094 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Foster Group Inc. grew its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 2.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 308,335 shares... More of this article »
Image for Foster Group Inc. Buys 27,666 Shares of Dimensional International High Profitability ETF $DIHP

Foster Group Inc. Buys 27,666 Shares of Dimensional International High Profitability ETF $DIHP

Foster Group Inc. raised its stake in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Montecito Bank & Trust Sells 4,515 Shares of Broadcom Inc. $AVGO

Montecito Bank & Trust Sells 4,515 Shares of Broadcom Inc. $AVGO

Montecito Bank & Trust lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 20.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 17,780 shares of... More of this article »
Image for Delta Air Lines, Inc. $DAL Shares Acquired by Wealth Enhancement Advisory Services LLC

Delta Air Lines, Inc. $DAL Shares Acquired by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC lifted its stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 12.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 223,170... More of this article »
Image for Optivise Advisory Services LLC Makes New Investment in Invesco S&P 500 Top 50 ETF $XLG

Optivise Advisory Services LLC Makes New Investment in Invesco S&P 500 Top 50 ETF $XLG

Optivise Advisory Services LLC purchased a new position in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Sherrill & Hutchins Financial Advisory Inc Acquires 16,820 Shares of Fidelity Total Bond ETF $FBND

Sherrill & Hutchins Financial Advisory Inc Acquires 16,820 Shares of Fidelity Total Bond ETF $FBND

Sherrill & Hutchins Financial Advisory Inc lifted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for SPDR Bloomberg Convertible Securities ETF $CWB Shares Sold by Optivise Advisory Services LLC

SPDR Bloomberg Convertible Securities ETF $CWB Shares Sold by Optivise Advisory Services LLC

Optivise Advisory Services LLC trimmed its holdings in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 19.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Myecfo LLC Has $7.99 Million Stake in Vanguard FTSE Emerging Markets ETF $VWO

Myecfo LLC Has $7.99 Million Stake in Vanguard FTSE Emerging Markets ETF $VWO

Myecfo LLC raised its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 18.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Orser Capital Management LLC Purchases Shares of 3,997 Analog Devices, Inc. $ADI

Orser Capital Management LLC Purchases Shares of 3,997 Analog Devices, Inc. $ADI

Orser Capital Management LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 23,400 Shares in Cousins Properties Incorporated $CUZ Purchased by Pensionfund Sabic

23,400 Shares in Cousins Properties Incorporated $CUZ Purchased by Pensionfund Sabic

Pensionfund Sabic purchased a new stake in shares of Cousins Properties Incorporated (NYSE:CUZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Pensionfund Sabic Purchases New Position in Booz Allen Hamilton Holding Corporation $BAH

Pensionfund Sabic Purchases New Position in Booz Allen Hamilton Holding Corporation $BAH

Pensionfund Sabic acquired a new position in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Veracyte, Inc. $VCYT Shares Sold by Nordea Investment Management AB

Veracyte, Inc. $VCYT Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB lessened its holdings in shares of Veracyte, Inc. (NASDAQ:VCYT – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Pensionfund Sabic Invests $816,000 in Essential Properties Realty Trust, Inc. $EPRT

Pensionfund Sabic Invests $816,000 in Essential Properties Realty Trust, Inc. $EPRT

Pensionfund Sabic purchased a new stake in Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 27,500 shares of the company’s stock, valued... More of this article »
Image for Linde PLC $LIN Shares Sold by Moody National Bank Trust Division

Linde PLC $LIN Shares Sold by Moody National Bank Trust Division

Moody National Bank Trust Division decreased its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 34.0% in the 4th quarter, Holdings Channel reports. The firm owned 3,346 shares of the basic materials company’s... More of this article »
Image for Moody National Bank Trust Division Reduces Stake in Bristol Myers Squibb Company $BMY

Moody National Bank Trust Division Reduces Stake in Bristol Myers Squibb Company $BMY

Moody National Bank Trust Division lowered its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 30.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Moody National Bank Trust Division Has $1.20 Million Position in The Travelers Companies, Inc. $TRV

Moody National Bank Trust Division Has $1.20 Million Position in The Travelers Companies, Inc. $TRV

Moody National Bank Trust Division cut its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 32.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Foster Group Inc. Trims Stock Position in Dimensional International Value ETF $DFIV

Foster Group Inc. Trims Stock Position in Dimensional International Value ETF $DFIV

Foster Group Inc. decreased its position in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Moody National Bank Trust Division Has $924,000 Stock Position in Marvell Technology, Inc. $MRVL

Moody National Bank Trust Division Has $924,000 Stock Position in Marvell Technology, Inc. $MRVL

Moody National Bank Trust Division lowered its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 32.3% during the fourth quarter, HoldingsChannel reports. The firm owned 10,879 shares of the semiconductor company’s... More of this article »
Image for 12,102 Shares in SouthState Bank Corporation $SSB Acquired by Moody National Bank Trust Division

12,102 Shares in SouthState Bank Corporation $SSB Acquired by Moody National Bank Trust Division

Moody National Bank Trust Division purchased a new position in shares of SouthState Bank Corporation (NYSE:SSB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Overbrook Management Corp Reduces Position in Eli Lilly and Company $LLY

Overbrook Management Corp Reduces Position in Eli Lilly and Company $LLY

Overbrook Management Corp lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 32.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 28,289 shares of the company’s stock... More of this article »
Image for Wabtec $WAB Stock Holdings Boosted by SG Americas Securities LLC

Wabtec $WAB Stock Holdings Boosted by SG Americas Securities LLC

SG Americas Securities LLC increased its position in Wabtec (NYSE:WAB – Free Report) by 809.6% during the fourth quarter, Holdings Channel reports. The fund owned 152,297 shares of the transportation company’s stock after... More of this article »
Image for SG Americas Securities LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

SG Americas Securities LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

SG Americas Securities LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.5% in the 4th quarter, Holdings Channel reports. The fund owned 305,167 shares of the company’s... More of this article »
Image for SG Americas Securities LLC Purchases 68,210 Shares of Quanta Services, Inc. $PWR

SG Americas Securities LLC Purchases 68,210 Shares of Quanta Services, Inc. $PWR

SG Americas Securities LLC boosted its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 1,121.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Salem Investment Counselors Inc. Boosts Stock Holdings in Exxon Mobil Corporation $XOM

Salem Investment Counselors Inc. Boosts Stock Holdings in Exxon Mobil Corporation $XOM

Salem Investment Counselors Inc. raised its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 90,501... More of this article »
Image for Pensionfund Sabic Invests $1.14 Million in Williams-Sonoma, Inc. $WSM

Pensionfund Sabic Invests $1.14 Million in Williams-Sonoma, Inc. $WSM

Pensionfund Sabic acquired a new stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 6,400 shares of the specialty retailer’s... More of this article »
Image for Pensionfund Sabic Takes Position in RPM International Inc. $RPM

Pensionfund Sabic Takes Position in RPM International Inc. $RPM

Pensionfund Sabic acquired a new position in RPM International Inc. (NYSE:RPM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Pensionfund Sabic Makes New Investment in Sysco Corporation $SYY

Pensionfund Sabic Makes New Investment in Sysco Corporation $SYY

Pensionfund Sabic acquired a new stake in Sysco Corporation (NYSE:SYY – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 15,000 shares of the company’s stock, valued at... More of this article »
Image for Pensionfund Sabic Invests $912,000 in LXP Industrial Trust $LXP

Pensionfund Sabic Invests $912,000 in LXP Industrial Trust $LXP

Pensionfund Sabic purchased a new stake in LXP Industrial Trust (NYSE:LXP – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for SG Americas Securities LLC Purchases 171,644 Shares of SBA Communications Corporation $SBAC

SG Americas Securities LLC Purchases 171,644 Shares of SBA Communications Corporation $SBAC

SG Americas Securities LLC raised its position in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 8,430.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 173,680 shares... More of this article »
Image for Ferguson Wellman Capital Management Inc. Has $5.55 Million Holdings in iShares Russell 1000 Value ETF $IWD

Ferguson Wellman Capital Management Inc. Has $5.55 Million Holdings in iShares Russell 1000 Value ETF $IWD

Ferguson Wellman Capital Management Inc. boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 20.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 26,389 shares... More of this article »
Image for SG Americas Securities LLC Grows Position in Carrier Global Corporation $CARR

SG Americas Securities LLC Grows Position in Carrier Global Corporation $CARR

SG Americas Securities LLC increased its holdings in Carrier Global Corporation (NYSE:CARR – Free Report) by 2,226.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 713,690 shares of the... More of this article »
Image for SG Americas Securities LLC Boosts Stake in Snowflake Inc. $SNOW

SG Americas Securities LLC Boosts Stake in Snowflake Inc. $SNOW

SG Americas Securities LLC lifted its position in Snowflake Inc. (NYSE:SNOW – Free Report) by 843.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 159,297 shares... More of this article »
Image for SG Americas Securities LLC Has $35.37 Million Stock Holdings in Affirm Holdings, Inc. $AFRM

SG Americas Securities LLC Has $35.37 Million Stock Holdings in Affirm Holdings, Inc. $AFRM

SG Americas Securities LLC boosted its position in shares of Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 121.7% during the 4th quarter, HoldingsChannel reports. The fund owned 475,141 shares of the company’s stock... More of this article »
Image for SG Americas Securities LLC Raises Stock Position in Alnylam Pharmaceuticals, Inc. $ALNY

SG Americas Securities LLC Raises Stock Position in Alnylam Pharmaceuticals, Inc. $ALNY

SG Americas Securities LLC raised its holdings in shares of Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Free Report) by 185.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 90,921 shares of the biopharmaceutical... More of this article »
Image for SG Americas Securities LLC Grows Holdings in Teledyne Technologies Incorporated $TDY

SG Americas Securities LLC Grows Holdings in Teledyne Technologies Incorporated $TDY

SG Americas Securities LLC lifted its stake in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 503.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for MassMutual Private Wealth & Trust FSB Has $186.47 Million Stake in Apple Inc. $AAPL

MassMutual Private Wealth & Trust FSB Has $186.47 Million Stake in Apple Inc. $AAPL

MassMutual Private Wealth & Trust FSB trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for SG Americas Securities LLC Increases Stock Holdings in Intercontinental Exchange Inc. $ICE

SG Americas Securities LLC Increases Stock Holdings in Intercontinental Exchange Inc. $ICE

SG Americas Securities LLC grew its stake in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 905.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Fragasso Financial Advisors Inc Has $70.26 Million Stock Position in Apple Inc. $AAPL

Fragasso Financial Advisors Inc Has $70.26 Million Stock Position in Apple Inc. $AAPL

Fragasso Financial Advisors Inc trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for SG Americas Securities LLC Purchases 186,477 Shares of AMETEK, Inc. $AME

SG Americas Securities LLC Purchases 186,477 Shares of AMETEK, Inc. $AME

SG Americas Securities LLC boosted its holdings in AMETEK, Inc. (NYSE:AME – Free Report) by 14,602.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 187,754 shares of the technology company’s stock after... More of this article »
Image for Inspirion Wealth Advisors LLC Acquires 2,631 Shares of Alphabet Inc. $GOOG

Inspirion Wealth Advisors LLC Acquires 2,631 Shares of Alphabet Inc. $GOOG

Inspirion Wealth Advisors LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 18.7% in the 4th quarter, Holdings Channel reports. The firm owned 16,726 shares of the information services provider’s... More of this article »
Image for SG Americas Securities LLC Has $39.84 Million Stock Position in STERIS plc $STE

SG Americas Securities LLC Has $39.84 Million Stock Position in STERIS plc $STE

SG Americas Securities LLC boosted its stake in shares of STERIS plc (NYSE:STE – Free Report) by 10,510.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Wealth Enhancement Advisory Services LLC

Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC cut its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 12.3% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Wealth Enhancement Advisory Services LLC Sells 41,294 Shares of iShares Core 5-10 Year USD Bond ETF $IMTB

Wealth Enhancement Advisory Services LLC Sells 41,294 Shares of iShares Core 5-10 Year USD Bond ETF $IMTB

Wealth Enhancement Advisory Services LLC lessened its stake in iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB – Free Report) by 9.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Alphabet Inc. $GOOG Shares Sold by Threadgill Financial LLC

Alphabet Inc. $GOOG Shares Sold by Threadgill Financial LLC

Threadgill Financial LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 34.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,377 shares of the information services... More of this article »
Image for Wealth Enhancement Advisory Services LLC Has $16.73 Million Holdings in American Water Works Company, Inc. $AWK

Wealth Enhancement Advisory Services LLC Has $16.73 Million Holdings in American Water Works Company, Inc. $AWK

Wealth Enhancement Advisory Services LLC decreased its position in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 23.7% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Wealth Enhancement Advisory Services LLC Sells 34,585 Shares of SPDR MSCI ACWI ex-US ETF $CWI

Wealth Enhancement Advisory Services LLC Sells 34,585 Shares of SPDR MSCI ACWI ex-US ETF $CWI

Wealth Enhancement Advisory Services LLC cut its holdings in shares of SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 6.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Wealth Enhancement Advisory Services LLC Cuts Stake in CF Industries Holdings, Inc. $CF

Wealth Enhancement Advisory Services LLC Cuts Stake in CF Industries Holdings, Inc. $CF

Wealth Enhancement Advisory Services LLC cut its stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 25.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Comfort Systems USA, Inc. $FIX Shares Bought by Wealth Enhancement Advisory Services LLC

Comfort Systems USA, Inc. $FIX Shares Bought by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC lifted its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 22.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Wealth Enhancement Advisory Services LLC Acquires 237,444 Shares of Restaurant Brands International Inc. $QSR

Wealth Enhancement Advisory Services LLC Acquires 237,444 Shares of Restaurant Brands International Inc. $QSR

Wealth Enhancement Advisory Services LLC increased its holdings in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 937.7% in the 4th quarter, according to its most recent Form 13F filing... More of this article »
Image for Wealth Enhancement Advisory Services LLC Buys 30,363 Shares of Target Corporation $TGT

Wealth Enhancement Advisory Services LLC Buys 30,363 Shares of Target Corporation $TGT

Wealth Enhancement Advisory Services LLC grew its stake in shares of Target Corporation (NYSE:TGT – Free Report) by 20.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »