Home » SEC Filing Articles
Tudor Investment Corp ET AL Makes New $5.05 Million Investment in First American Financial Corporation $FAF
Tudor Investment Corp ET AL bought a new stake in First American Financial Corporation (NYSE:FAF – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Dole PLC $DOLE Stock Position Raised by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL increased its stake in Dole PLC (NYSE:DOLE – Free Report) by 254.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 332,609... More of this article »
Tudor Investment Corp ET AL Purchases 41,490 Shares of Unitil Corporation $UTL
Tudor Investment Corp ET AL raised its holdings in shares of Unitil Corporation (NYSE:UTL – Free Report) by 85.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Tudor Investment Corp ET AL Has $4.39 Million Stock Holdings in SPDR S&P Insurance ETF $KIE
Tudor Investment Corp ET AL trimmed its stake in shares of SPDR S&P Insurance ETF (NYSEARCA:KIE – Free Report) by 24.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
IFP Advisors Inc Decreases Stake in iShares India 50 ETF $INDY
IFP Advisors Inc lessened its position in shares of iShares India 50 ETF (NASDAQ:INDY – Free Report) by 68.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Tudor Investment Corp ET AL Has $4.76 Million Stake in Alignment Healthcare, Inc. $ALHC
Tudor Investment Corp ET AL cut its stake in Alignment Healthcare, Inc. (NASDAQ:ALHC – Free Report) by 76.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Swiss Life Asset Management Ltd Buys Shares of 9,922 BorgWarner Inc. $BWA
Swiss Life Asset Management Ltd purchased a new position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 9,922 shares of the auto... More of this article »
Ferguson Wellman Capital Management Inc. Decreases Holdings in Automatic Data Processing, Inc. $ADP
Ferguson Wellman Capital Management Inc. lowered its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 40.3% during the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Corundum Group Inc. Buys 11,354 Shares of iShares Russell 1000 Growth ETF $IWF
Corundum Group Inc. grew its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 17.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CVA Family Office LLC Buys 39,370 Shares of JPMorgan U.S. Tech Leaders ETF $JTEK
CVA Family Office LLC lifted its stake in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK – Free Report) by 146.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 66,286 shares of the company’s stock after... More of this article »
First Merchants Corp Cuts Stock Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ
First Merchants Corp lowered its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 9.9% during the 4th quarter, Holdings Channel reports. The firm owned 95,428 shares of the company’s stock... More of this article »
Vanguard Growth ETF $VUG Shares Sold by TL Private Wealth
TL Private Wealth reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.4% during the 4th quarter, HoldingsChannel reports. The firm owned 108,682 shares of the company’s stock after selling 1,530... More of this article »
Lee Johnson Capital Management LLC Invests $571,000 in GE Vernova Inc. $GEV
Lee Johnson Capital Management LLC acquired a new stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
JGP Wealth Management LLC Has $955,000 Holdings in Netflix, Inc. $NFLX
JGP Wealth Management LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 886.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Viking Fund Management LLC Sells 32,000 Shares of Citigroup Inc. $C
Viking Fund Management LLC cut its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 24.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Viking Fund Management LLC Has $5.72 Million Stake in Targa Resources, Inc. $TRGP
Viking Fund Management LLC boosted its holdings in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 24.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stock Position in Old Republic International Corporation $ORI
Wealth Enhancement Advisory Services LLC raised its position in Old Republic International Corporation (NYSE:ORI – Free Report) by 8.9% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
13,000 Shares in Netflix, Inc. $NFLX Purchased by Pensionfund Sabic
Pensionfund Sabic bought a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Howard Financial Services LTD. Has $992,000 Holdings in Netflix, Inc. $NFLX
Howard Financial Services LTD. increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 928.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
17,000 Shares in Marsh & McLennan Companies, Inc. $MRSH Bought by Viking Fund Management LLC
Viking Fund Management LLC bought a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Thrive Wealth Management LLC Reduces Position in Schwab U.S. Large-Cap Growth ETF $SCHG
Thrive Wealth Management LLC trimmed its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Viking Fund Management LLC Cuts Position in First Solar, Inc. $FSLR
Viking Fund Management LLC lowered its stake in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) by 20.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Position Cut by Private Wealth Group LLC
Private Wealth Group LLC lessened its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 88.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Oracle Corporation $ORCL Shares Sold by Moody National Bank Trust Division
Moody National Bank Trust Division reduced its position in Oracle Corporation (NYSE:ORCL – Free Report) by 29.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 15,199 shares of the enterprise software provider’s... More of this article »
Tesla, Inc. $TSLA Shares Purchased by Salem Investment Counselors Inc.
Salem Investment Counselors Inc. grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 28.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
265,864 Shares in Capital Group U.S. Multi-Sector Income ETF $CGMS Acquired by Thayer Financial L.L.C.
Thayer Financial L.L.C. purchased a new position in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Tompkins Financial Corp Has $31.30 Million Stock Position in Eli Lilly and Company $LLY
Tompkins Financial Corp trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 29,128 shares of the company’s... More of this article »
Wealth Enhancement Advisory Services LLC Decreases Holdings in Aflac Incorporated $AFL
Wealth Enhancement Advisory Services LLC reduced its position in Aflac Incorporated (NYSE:AFL – Free Report) by 19.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 252,663 shares of the financial services... More of this article »
ONE Advisory Partners LLC Has $14.54 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV
ONE Advisory Partners LLC lessened its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 12.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Tudor Investment Corp ET AL Takes $5.16 Million Position in Interparfums, Inc. $IPAR
Tudor Investment Corp ET AL purchased a new position in Interparfums, Inc. (NASDAQ:IPAR – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 52,407 shares of the company’s stock, valued... More of this article »
Tounjian Advisory Partners LLC Has $6.87 Million Holdings in Alphabet Inc. $GOOGL
Tounjian Advisory Partners LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 22.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 21,934 shares of the information... More of this article »
Viking Fund Management LLC Has $16.68 Million Stock Position in AbbVie Inc. $ABBV
Viking Fund Management LLC reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 73,000 shares of... More of this article »
American Financial Group, Inc. $AFG Shares Bought by Viking Fund Management LLC
Viking Fund Management LLC grew its holdings in American Financial Group, Inc. (NYSE:AFG – Free Report) by 146.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Viking Fund Management LLC Sells 105,000 Shares of Kenvue Inc. $KVUE
Viking Fund Management LLC trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 17.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Viking Fund Management LLC Buys Shares of 12,000 Bloom Energy Corporation $BE
Viking Fund Management LLC purchased a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Thrive Wealth Management LLC Buys 10,963 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
Thrive Wealth Management LLC grew its stake in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 109.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Moody National Bank Trust Division Acquires 10,494 Shares of Onto Innovation Inc. $ONTO
Moody National Bank Trust Division grew its stake in Onto Innovation Inc. (NYSE:ONTO – Free Report) by 148.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Moody National Bank Trust Division Decreases Stake in Marsh & McLennan Companies, Inc. $MRSH
Moody National Bank Trust Division trimmed its position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 29.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,574 shares of the... More of this article »
Moody National Bank Trust Division Sells 5,619 Shares of The TJX Companies, Inc. $TJX
Moody National Bank Trust Division reduced its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 32.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Moody National Bank Trust Division Sells 2,080 Shares of Caterpillar Inc. $CAT
Moody National Bank Trust Division cut its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 38.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Invesco BulletShares 2027 Corporate Bond ETF $BSCR Shares Acquired by Tlwm
Tlwm increased its stake in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
5,861 Shares in Oracle Corporation $ORCL Acquired by Tlwm
Tlwm acquired a new stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
56,645 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by Thayer Financial L.L.C.
Thayer Financial L.L.C. acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 56,645 shares of the company’s... More of this article »
Wealth Enhancement Advisory Services LLC Sells 5,999 Shares of Vanguard Russell 1000 Value ETF $VONV
Wealth Enhancement Advisory Services LLC decreased its holdings in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) by 2.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 234,372 shares... More of this article »
Wealth Management Partners LLC Acquires New Position in ASML Holding N.V. $ASML
Wealth Management Partners LLC acquired a new stake in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 1,954 shares of the semiconductor company’s... More of this article »
Tesla, Inc. $TSLA Shares Sold by Wealth Management Partners LLC
Wealth Management Partners LLC reduced its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 18.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 14,554 shares of the electric vehicle... More of this article »
9,263 Shares in Avantis U.S. Small Cap Equity ETF $AVSC Purchased by Thayer Financial L.L.C.
Thayer Financial L.L.C. acquired a new position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 9,263 shares of the company’s stock,... More of this article »
Dimensional US Sustainability Core 1 ETF $DFSU Position Raised by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 2.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 483,033 shares... More of this article »
