Home » SEC Filing Articles
Nordea Investment Management AB Purchases 13,668 Shares of PACCAR Inc. $PCAR
Nordea Investment Management AB grew its position in shares of PACCAR Inc. (NASDAQ:PCAR – Free Report) by 12.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nordea Investment Management AB Lowers Position in DigitalOcean Holdings, Inc. $DOCN
Nordea Investment Management AB lessened its holdings in shares of DigitalOcean Holdings, Inc. (NYSE:DOCN – Free Report) by 12.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Evanson Asset Management LLC Sells 11,628 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Evanson Asset Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.1% during the fourth quarter, HoldingsChannel reports. The firm owned 1,083,707 shares of the company’s... More of this article »
Evanson Asset Management LLC Has $694,000 Stock Position in Netflix, Inc. $NFLX
Evanson Asset Management LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 915.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,401 shares of the Internet... More of this article »
Park Avenue Securities LLC Boosts Stock Position in Fidelity MSCI Health Care Index ETF $FHLC
Park Avenue Securities LLC boosted its position in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 164.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Microsoft Corporation $MSFT is Hilltop National Bank’s Largest Position
Hilltop National Bank boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 42.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Park Avenue Securities LLC Grows Holdings in Vanguard Russell 1000 Value ETF $VONV
Park Avenue Securities LLC lifted its stake in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) by 67.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
KFA Private Wealth Group LLC Increases Holdings in Microsoft Corporation $MSFT
KFA Private Wealth Group LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
MassMutual Private Wealth & Trust FSB Has $105.35 Million Holdings in Amazon.com, Inc. $AMZN
MassMutual Private Wealth & Trust FSB reduced its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 456,399 shares of the e-commerce... More of this article »
JPMorgan Chase & Co. Sells 22,502 Shares of Enterprise Financial Services Corporation $EFSC
JPMorgan Chase & Co. reduced its position in shares of Enterprise Financial Services Corporation (NASDAQ:EFSC – Free Report) by 5.4% during the third quarter, according to its most recent disclosure with the Securities... More of this article »
IFP Advisors Inc Sells 13,400 Shares of Innovator U.S. Equity Power Buffer ETF – November $PNOV
IFP Advisors Inc lessened its position in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) by 49.3% in the 3rd quarter, Holdings Channel reports. The firm owned 13,790 shares of the company’s... More of this article »
JPMorgan Chase & Co. Raises Stake in VanEck Intermediate Muni ETF $ITM
JPMorgan Chase & Co. boosted its position in shares of VanEck Intermediate Muni ETF (BATS:ITM – Free Report) by 19.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. Grows Stake in Liberty Energy Inc. $LBRT
JPMorgan Chase & Co. grew its stake in shares of Liberty Energy Inc. (NYSE:LBRT – Free Report) by 23.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 1,876,443 shares of the company’s stock after... More of this article »
JPMorgan Chase & Co. Acquires 46,312 Shares of iShares Global Infrastructure ETF $IGF
JPMorgan Chase & Co. grew its holdings in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 14.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 370,804 shares of the... More of this article »
JPMorgan Chase & Co. Reduces Stock Position in Schwab US Small-Cap ETF $SCHA
JPMorgan Chase & Co. cut its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 9.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Kirby Corporation $KEX Stock Holdings Increased by JPMorgan Chase & Co.
JPMorgan Chase & Co. boosted its holdings in shares of Kirby Corporation (NYSE:KEX – Free Report) by 31.8% in the 3rd quarter, Holdings Channel reports. The firm owned 262,044 shares of the shipping company’s stock... More of this article »
Sunoco LP $SUN Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. reduced its stake in Sunoco LP (NYSE:SUN – Free Report) by 42.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 443,616 shares of the oil and gas company’s stock after selling... More of this article »
JPMorgan Chase & Co. Sells 154,539 Shares of KBR, Inc. $KBR
JPMorgan Chase & Co. trimmed its holdings in shares of KBR, Inc. (NYSE:KBR – Free Report) by 25.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 456,295 shares of the construction company’s stock... More of this article »
JPMorgan Chase & Co. Acquires 47,170 Shares of Travel + Leisure Co. $TNL
JPMorgan Chase & Co. lifted its holdings in shares of Travel + Leisure Co. (NYSE:TNL – Free Report) by 15.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
JPMorgan Chase & Co. Purchases 16,646 Shares of Churchill Downs, Incorporated $CHDN
JPMorgan Chase & Co. increased its position in shares of Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 8.2% in the third quarter, Holdings Channel.com reports. The firm owned 219,834 shares of the company’s... More of this article »
CarGurus, Inc. $CARG Shares Bought by JPMorgan Chase & Co.
JPMorgan Chase & Co. raised its stake in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) by 17.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 545,636 shares of the company’s stock after... More of this article »
Park Avenue Securities LLC Takes $1.78 Million Position in Rentokil Initial PLC $RTO
Park Avenue Securities LLC purchased a new position in shares of Rentokil Initial PLC (NYSE:RTO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. Has $19.95 Million Stock Position in Invesco Ultra Short Duration ETF $GSY
JPMorgan Chase & Co. reduced its holdings in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 4.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
JPMorgan Chase & Co. Increases Position in Magnolia Oil & Gas Corp $MGY
JPMorgan Chase & Co. lifted its stake in Magnolia Oil & Gas Corp (NYSE:MGY – Free Report) by 34.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 858,972 shares of the company’s stock after purchasing... More of this article »
JPMorgan Chase & Co. Has $20.70 Million Position in Cogent Communications Holdings, Inc. $CCOI
JPMorgan Chase & Co. boosted its stake in Cogent Communications Holdings, Inc. (NASDAQ:CCOI – Free Report) by 369.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Fiduciary Financial Group LLC Raises Stake in Granite Construction Incorporated $GVA
Fiduciary Financial Group LLC boosted its position in Granite Construction Incorporated (NYSE:GVA – Free Report) by 574.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 15,886 shares of... More of this article »
Sprott Physical Gold Trust $PHYS is Evanson Asset Management LLC’s 3rd Largest Position
Evanson Asset Management LLC lessened its holdings in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 10.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 4,080,010 shares of the exchange traded... More of this article »
Honeywell International Inc. $HON Shares Sold by Bath Savings Trust Co
Bath Savings Trust Co reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 42.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,569 shares of the conglomerate’s stock... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Shares Bought by Evanson Asset Management LLC
Evanson Asset Management LLC grew its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 154.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Evanson Asset Management LLC Has $27.55 Million Stock Position in Dimensional International Core Equity 2 ETF $DFIC
Evanson Asset Management LLC lifted its position in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Curated Wealth Partners LLC Buys New Shares in Innovator U.S. Equity Power Buffer ETF – August $PAUG
Curated Wealth Partners LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 16,295 shares... More of this article »
DAVENPORT & Co LLC Decreases Position in Republic Services, Inc. $RSG
DAVENPORT & Co LLC lessened its stake in Republic Services, Inc. (NYSE:RSG – Free Report) by 1.0% during the fourth quarter, HoldingsChannel reports. The firm owned 371,800 shares of the business services provider’s... More of this article »
DAVENPORT & Co LLC Has $95.39 Million Stock Position in Marsh & McLennan Companies, Inc. $MRSH
DAVENPORT & Co LLC boosted its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 419.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 512,998 shares of the financial... More of this article »
Monarch Casino & Resort, Inc. $MCRI Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC trimmed its holdings in shares of Monarch Casino & Resort, Inc. (NASDAQ:MCRI – Free Report) by 6.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Buys 73,015 Shares of iShares Floating Rate Bond ETF $FLOT
DAVENPORT & Co LLC grew its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 5.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Bath Savings Trust Co Takes $1.94 Million Position in iShares Silver Trust $SLV
Bath Savings Trust Co purchased a new stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 30,037 shares of the exchange traded... More of this article »
Vanguard Ultra-Short Bond ETF $VUSB Stock Position Increased by Eagle Capital Management LLC
Eagle Capital Management LLC lifted its holdings in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 9.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Align Technology, Inc. $ALGN Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC reduced its holdings in shares of Align Technology, Inc. (NASDAQ:ALGN – Free Report) by 32.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 373,511 shares of the medical... More of this article »
Entergy Corporation $ETR Shares Purchased by Balefire LLC
Balefire LLC boosted its holdings in shares of Entergy Corporation (NYSE:ETR – Free Report) by 25.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Decreases Holdings in Hexcel Corporation $HXL
DAVENPORT & Co LLC decreased its holdings in Hexcel Corporation (NYSE:HXL – Free Report) by 21.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Wynn Resorts, Limited $WYNN Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC lessened its stake in Wynn Resorts, Limited (NASDAQ:WYNN – Free Report) by 44.9% during the 4th quarter, HoldingsChannel reports. The firm owned 333,235 shares of the casino operator’s stock after... More of this article »
Bath Savings Trust Co Acquires 5,163 Shares of Veeva Systems Inc. $VEEV
Bath Savings Trust Co lifted its holdings in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 12.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
DAVENPORT & Co LLC Sells 5,068 Shares of Agilent Technologies, Inc. $A
DAVENPORT & Co LLC lessened its holdings in Agilent Technologies, Inc. (NYSE:A – Free Report) by 2.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 248,166 shares of the medical research company’s... More of this article »
The Cooper Companies, Inc. $COO Shares Acquired by DAVENPORT & Co LLC
DAVENPORT & Co LLC boosted its position in shares of The Cooper Companies, Inc. (NASDAQ:COO – Free Report) by 1,359.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 567,203 shares of the... More of this article »
Generac Holdings Inc. $GNRC Stake Increased by DAVENPORT & Co LLC
DAVENPORT & Co LLC boosted its stake in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 4.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
DAVENPORT & Co LLC Sells 122,997 Shares of Lamar Advertising Company $LAMR
DAVENPORT & Co LLC lessened its stake in shares of Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 10.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
DAVENPORT & Co LLC Cuts Stock Position in Novo Nordisk A/S $NVO
DAVENPORT & Co LLC lessened its stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 16.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
JPMorgan Limited Duration Bond ETF $JPLD is Bulwark Capital Corp’s 7th Largest Position
Bulwark Capital Corp grew its stake in JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »