SEC Filing Articles

Usca Ria LLC Grows Stock Holdings in Boeing Co (NYSE:BA)

Usca Ria LLC raised its position in shares of Boeing Co (NYSE:BA) by 3.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 11,563 shares of the aircraft producer’s stock after buying an additional 416 shares during the period. Boeing accounts for about 1.2% of Usca Ria LLC’s investment portfolio, making the stock its […]

Leicht Financial Planning & Wealth Management Inc. Buys 32,500 Shares of Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM)

Leicht Financial Planning & Wealth Management Inc. lifted its stake in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) by 28.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 147,810 shares of the company’s stock after buying an additional 32,500 shares during […]

Poplar Forest Capital LLC Sells 1,000 Shares of SVB Financial Group (NASDAQ:SIVB)

Poplar Forest Capital LLC decreased its stake in shares of SVB Financial Group (NASDAQ:SIVB) by 4.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,145 shares of the bank’s stock after selling 1,000 shares during the period. Poplar Forest Capital LLC’s holdings in […]

Leicht Financial Planning & Wealth Management Inc. Sells 28,314 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

Leicht Financial Planning & Wealth Management Inc. lessened its holdings in iShares Floating Rate Bond ETF (BATS:FLOT) by 21.8% during the second quarter, HoldingsChannel reports. The fund owned 101,775 shares of the company’s stock after selling 28,314 shares during the quarter. iShares Floating Rate Bond ETF accounts for about 5.1% of Leicht Financial Planning & […]

Poplar Forest Capital LLC Buys 594,957 Shares of Conagra Brands Inc (NYSE:CAG)

Poplar Forest Capital LLC raised its stake in Conagra Brands Inc (NYSE:CAG) by 91.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,244,196 shares of the company’s stock after buying an additional 594,957 shares during the period. Conagra Brands comprises about 2.4% of […]

Baker Hughes A GE Co (NYSE:BHGE) Shares Sold by Poplar Forest Capital LLC

Poplar Forest Capital LLC decreased its position in shares of Baker Hughes A GE Co (NYSE:BHGE) by 3.1% during the second quarter, Holdings Channel.com reports. The firm owned 1,801,810 shares of the company’s stock after selling 57,864 shares during the period. Baker Hughes A GE comprises 3.2% of Poplar Forest Capital LLC’s investment portfolio, making […]

Poplar Forest Capital LLC Grows Holdings in DXC Technology Co (NYSE:DXC)

Poplar Forest Capital LLC raised its position in shares of DXC Technology Co (NYSE:DXC) by 7.5% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 976,859 shares of the company’s stock after buying an additional 68,549 shares during the period. DXC Technology comprises about […]

Usca Ria LLC Cuts Stock Position in ETFMG Prime Cyber Security ETF (NYSEARCA:HACK)

Usca Ria LLC lessened its stake in shares of ETFMG Prime Cyber Security ETF (NYSEARCA:HACK) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,724 shares of the company’s stock after selling 386 shares during the quarter. Usca Ria LLC […]

Rudd International Inc. Makes New Investment in Bristol-Myers Squibb Co (NYSE:BMY)

Rudd International Inc. bought a new position in shares of Bristol-Myers Squibb Co (NYSE:BMY) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,748 shares of the biopharmaceutical company’s stock, valued at approximately $215,000. Other large investors have also made […]

Rudd International Inc. Takes $265,000 Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Rudd International Inc. purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 506 shares of the medical equipment provider’s stock, valued at approximately $265,000. Several other hedge funds have also recently […]

Rudd International Inc. Invests $518,000 in CSX Co. (NASDAQ:CSX)

Rudd International Inc. acquired a new position in CSX Co. (NASDAQ:CSX) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 6,706 shares of the transportation company’s stock, valued at approximately $518,000. Several other institutional investors and hedge funds have also made changes to their […]

Rudd International Inc. Takes $3.01 Million Position in General Dynamics Co. (NYSE:GD)

Rudd International Inc. acquired a new stake in shares of General Dynamics Co. (NYSE:GD) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 16,571 shares of the aerospace company’s stock, valued at approximately $3,012,000. Other large investors also recently made changes […]

Rudd International Inc. Takes Position in Duke Energy Corp (NYSE:DUK)

Rudd International Inc. acquired a new stake in Duke Energy Corp (NYSE:DUK) in the second quarter, Holdings Channel.com reports. The firm acquired 41,530 shares of the utilities provider’s stock, valued at approximately $3,664,000. Duke Energy comprises 2.1% of Rudd International Inc.’s portfolio, making the stock its 27th biggest position. Several other hedge funds have also […]

Rudd International Inc. Acquires New Holdings in United Technologies Co. (NYSE:UTX)

Rudd International Inc. acquired a new stake in shares of United Technologies Co. (NYSE:UTX) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 31,100 shares of the conglomerate’s stock, valued at approximately $4,049,000. United Technologies makes up approximately 2.3% of Rudd […]

Rudd International Inc. Purchases Shares of 77,850 Church & Dwight Co., Inc. (NYSE:CHD)

Rudd International Inc. purchased a new stake in shares of Church & Dwight Co., Inc. (NYSE:CHD) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 77,850 shares of the company’s stock, valued at approximately $5,687,000. Church & Dwight accounts for approximately 3.2% of Rudd […]

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by Stratford Consulting LLC

Stratford Consulting LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 174,973 shares of the exchange traded fund’s stock after buying an additional 4,506 shares during the quarter. iShares Core S&P […]

Omega Financial Group LLC Has $751,000 Stock Position in John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD)

Omega Financial Group LLC reduced its stake in shares of John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD) by 6.6% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 26,582 shares of the company’s stock after selling 1,871 shares during the period. Omega Financial Group LLC owned approximately […]

iShares Select Dividend ETF (NASDAQ:DVY) is Omega Financial Group LLC’s 7th Largest Position

Omega Financial Group LLC lowered its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 3.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,771 shares of the company’s stock after selling 2,296 shares during the period. iShares […]

Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Omega Financial Group LLC

Omega Financial Group LLC lowered its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 0.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,762 shares of the exchange traded fund’s stock after selling 604 shares during the period. Vanguard Real Estate […]

Institute for Wealth Management LLC. Has $1.21 Million Stock Holdings in Eli Lilly And Co (NYSE:LLY)

Institute for Wealth Management LLC. decreased its holdings in shares of Eli Lilly And Co (NYSE:LLY) by 1.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,952 shares of the company’s stock after selling 115 shares during the period. […]

Institute for Wealth Management LLC. Sells 7,238 Shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Institute for Wealth Management LLC. lessened its holdings in Invesco Ultra Short Duration ETF (NYSEARCA:GSY) by 13.2% during the second quarter, HoldingsChannel.com reports. The fund owned 47,672 shares of the company’s stock after selling 7,238 shares during the period. Institute for Wealth Management LLC.’s holdings in Invesco Ultra Short Duration ETF were worth $2,401,000 at […]

Usca Ria LLC Makes New $1.73 Million Investment in CROWN CASTLE IN/SH SH (NYSE:CCI)

Usca Ria LLC bought a new position in shares of CROWN CASTLE IN/SH SH (NYSE:CCI) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 13,260 shares of the real estate investment trust’s stock, valued at approximately $1,728,000. A number of other institutional investors and hedge funds have also made changes to their positions in […]

Usca Ria LLC Purchases 13,169 Shares of Energy Transfer LP Unit (NYSE:ET)

Usca Ria LLC lifted its position in Energy Transfer LP Unit (NYSE:ET) by 15.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 95,775 shares of the pipeline company’s stock after buying an additional 13,169 shares during the period. Usca Ria LLC’s […]

Usca Ria LLC Has $1.58 Million Stock Position in Altice USA Inc (NYSE:ATUS)

Usca Ria LLC lowered its stake in Altice USA Inc (NYSE:ATUS) by 5.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 64,918 shares of the company’s stock after selling 3,577 shares during the quarter. Usca Ria LLC’s holdings in Altice USA were […]

14,626 Shares in FedEx Co. (NYSE:FDX) Purchased by Usca Ria LLC

Usca Ria LLC acquired a new position in shares of FedEx Co. (NYSE:FDX) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 14,626 shares of the shipping service provider’s stock, valued at approximately $2,401,000. A number of other large […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) is Institute for Wealth Management LLC.’s 3rd Largest Position

Institute for Wealth Management LLC. reduced its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 33.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,761 shares of the company’s stock after selling 15,588 shares during the quarter. Vanguard S&P […]

Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Position Lowered by McKinley Carter Wealth Services Inc.

McKinley Carter Wealth Services Inc. lessened its position in Vanguard Mid-Cap ETF (NYSEARCA:VO) by 4.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,497 shares of the company’s stock after selling 792 shares during the period. McKinley Carter Wealth Services Inc.’s holdings in Vanguard Mid-Cap […]

Institute for Wealth Management LLC. Sells 1,179 Shares of NVIDIA Co. (NASDAQ:NVDA)

Institute for Wealth Management LLC. trimmed its stake in shares of NVIDIA Co. (NASDAQ:NVDA) by 5.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,239 shares of the computer hardware maker’s stock after selling 1,179 shares during the quarter. NVIDIA makes […]

Quilter Investors LTD Sells 114,019 Shares of Newell Brands Inc (NYSE:NWL)

Quilter Investors LTD trimmed its position in shares of Newell Brands Inc (NYSE:NWL) by 52.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 102,604 shares of the company’s stock after selling 114,019 shares during the quarter. Newell Brands accounts for approximately 1.5% of Quilter […]

SPDR Bloomberg Barclays High Yield Bond ETF (NYSEARCA:JNK) Shares Sold by Peninsula Wealth LLC

Peninsula Wealth LLC decreased its stake in shares of SPDR Bloomberg Barclays High Yield Bond ETF (NYSEARCA:JNK) by 66.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,277 shares of the exchange traded fund’s stock after selling 18,339 shares during […]

American Express (NYSE:AXP) Shares Sold by Quilter Investors LTD

Quilter Investors LTD decreased its stake in shares of American Express (NYSE:AXP) by 4.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 73,294 shares of the payment services company’s stock after selling 3,393 shares during the period. American Express accounts for 8.7% of Quilter […]

Strid Group LLC Acquires 4,474 Shares of Nucor Co. (NYSE:NUE)

Strid Group LLC grew its holdings in Nucor Co. (NYSE:NUE) by 4.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 101,976 shares of the basic materials company’s stock after purchasing an additional 4,474 shares during the period. Nucor makes up […]

Vanguard Growth ETF (NYSEARCA:VUG) Shares Acquired by Peninsula Wealth LLC

Peninsula Wealth LLC increased its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 3.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 270,210 shares of the company’s stock after purchasing an additional 9,239 shares during the quarter. Vanguard […]

SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) Shares Acquired by Strid Group LLC

Strid Group LLC raised its holdings in shares of SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) by 3.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,373,521 shares of the company’s stock after acquiring an additional 51,895 shares during the quarter. SPDR MSCI […]

Booking Holdings Inc. (NASDAQ:BKNG) Shares Sold by Markel Corp

Markel Corp cut its position in Booking Holdings Inc. (NASDAQ:BKNG) by 20.0% in the second quarter, HoldingsChannel reports. The institutional investor owned 200 shares of the business services provider’s stock after selling 50 shares during the period. Markel Corp’s holdings in Booking were worth $375,000 at the end of the most recent quarter. Other hedge […]

Activision Blizzard, Inc. (NASDAQ:ATVI) Shares Purchased by Markel Corp

Markel Corp boosted its stake in Activision Blizzard, Inc. (NASDAQ:ATVI) by 5.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 262,800 shares of the company’s stock after purchasing an additional 14,000 shares during the period. Markel Corp’s holdings in […]

80,000 Shares in Bank of New York Mellon Corp (NYSE:BK) Acquired by Markel Corp

Markel Corp purchased a new stake in shares of Bank of New York Mellon Corp (NYSE:BK) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 80,000 shares of the bank’s stock, valued at approximately $3,532,000. A number of other hedge funds and other institutional investors […]

Oakworth Capital Inc. Has $61.37 Million Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Oakworth Capital Inc. raised its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 3.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 999,501 shares of the company’s stock after purchasing an additional 34,080 shares during the period. iShares Core MSCI EAFE […]

Usca Ria LLC Acquires New Stake in FS KKR Capital Corp (NYSE:FSK)

Usca Ria LLC acquired a new stake in FS KKR Capital Corp (NYSE:FSK) during the second quarter, according to its most recent filing with the SEC. The firm acquired 184,500 shares of the company’s stock, valued at approximately $1,100,000. A number of other large investors have also recently bought and sold shares of FSK. Horan […]

Markel Corp Purchases 27,500 Shares of KKR & Co Inc (NYSE:KKR)

Markel Corp boosted its position in shares of KKR & Co Inc (NYSE:KKR) by 2.1% in the second quarter, HoldingsChannel reports. The institutional investor owned 1,326,000 shares of the asset manager’s stock after acquiring an additional 27,500 shares during the quarter. Markel Corp’s holdings in KKR & Co Inc were worth $33,508,000 at the end […]

Markel Corp Grows Holdings in Progressive Corp (NYSE:PGR)

Markel Corp lifted its holdings in Progressive Corp (NYSE:PGR) by 15.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 538,000 shares of the insurance provider’s stock after buying an additional 71,000 shares during the quarter. Markel Corp owned approximately 0.09% of Progressive […]

Markel Corp Raises Stock Holdings in Mohawk Industries, Inc. (NYSE:MHK)

Markel Corp boosted its holdings in Mohawk Industries, Inc. (NYSE:MHK) by 44.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 137,000 shares of the company’s stock after purchasing an additional 42,000 shares during the period. Markel Corp owned about 0.19% of Mohawk Industries worth $20,203,000 […]

Markel Corp Has $99.87 Million Position in BlackRock, Inc. (NYSE:BLK)

Markel Corp raised its holdings in BlackRock, Inc. (NYSE:BLK) by 3.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 212,800 shares of the asset manager’s stock after buying an additional 6,100 shares during the period. BlackRock accounts for about 1.5% of Markel Corp’s portfolio, […]

Qube Research & Technologies Ltd Makes New Investment in Automatic Data Processing (NASDAQ:ADP)

Qube Research & Technologies Ltd purchased a new position in shares of Automatic Data Processing (NASDAQ:ADP) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 8,081 shares of the business services provider’s stock, valued at approximately $1,336,000. A number […]

Qube Research & Technologies Ltd Grows Holdings in Celgene Co. (NASDAQ:CELG)

Qube Research & Technologies Ltd grew its holdings in Celgene Co. (NASDAQ:CELG) by 43.6% during the second quarter, HoldingsChannel.com reports. The firm owned 12,914 shares of the biopharmaceutical company’s stock after acquiring an additional 3,922 shares during the quarter. Qube Research & Technologies Ltd’s holdings in Celgene were worth $1,194,000 at the end of the […]

Qube Research & Technologies Ltd Boosts Stock Position in Mondelez International Inc (NASDAQ:MDLZ)

Qube Research & Technologies Ltd raised its stake in shares of Mondelez International Inc (NASDAQ:MDLZ) by 41.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,611 shares of the company’s stock after acquiring an additional 8,637 shares during the period. Qube […]

Qube Research & Technologies Ltd Boosts Stake in WellCare Health Plans, Inc. (NYSE:WCG)

Qube Research & Technologies Ltd raised its holdings in WellCare Health Plans, Inc. (NYSE:WCG) by 391.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,638 shares of the company’s stock after purchasing an additional 5,288 shares during the quarter. Qube Research & Technologies Ltd’s […]

J M Smucker Co (NYSE:SJM) Shares Purchased by Qube Research & Technologies Ltd

Qube Research & Technologies Ltd lifted its position in J M Smucker Co (NYSE:SJM) by 75.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,803 shares of the company’s stock after purchasing an additional 5,509 shares during the quarter. Qube […]

10,176 Shares in Biogen Inc (NASDAQ:BIIB) Acquired by Qube Research & Technologies Ltd

Qube Research & Technologies Ltd purchased a new position in Biogen Inc (NASDAQ:BIIB) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 10,176 shares of the biotechnology company’s stock, valued at approximately $2,380,000. Other hedge funds and other institutional investors have also bought and sold shares […]

Qube Research & Technologies Ltd Purchases 30,873 Shares of LyondellBasell Industries NV (NYSE:LYB)

Qube Research & Technologies Ltd raised its position in LyondellBasell Industries NV (NYSE:LYB) by 221.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 44,790 shares of the specialty chemicals company’s stock after purchasing an additional 30,873 shares during the period. LyondellBasell Industries makes up […]