SEC Filing Articles

Signature Estate & Investment Advisors LLC Purchases 11,476 Shares of SPDR S&P 600 Small Cap Growth ETF (SLYG)

Signature Estate & Investment Advisors LLC raised its position in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) by 5.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 208,689 shares of the company’s stock after acquiring an additional 11,476 shares during the quarter. Signature […]

Baozun Inc (BZUN) Stake Lifted by KEYWISE CAPITAL MANAGEMENT Ltd

KEYWISE CAPITAL MANAGEMENT Ltd increased its holdings in shares of Baozun Inc (NASDAQ:BZUN) by 45.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 39,400 shares of the technology company’s stock after purchasing an additional 12,400 shares during the quarter. […]

Mizuho Securities USA LLC Invests $970,000 in Allscripts Healthcare Solutions Inc (MDRX) Stock

Mizuho Securities USA LLC bought a new position in shares of Allscripts Healthcare Solutions Inc (NASDAQ:MDRX) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 68,076 shares of the software maker’s stock, valued at approximately $970,000. A number of other institutional investors and hedge […]

147,187 Shares in CoBiz Financial Inc (COBZ) Purchased by Mizuho Securities USA LLC

Mizuho Securities USA LLC purchased a new position in CoBiz Financial Inc (NASDAQ:COBZ) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 147,187 shares of the bank’s stock, valued at approximately $3,259,000. Mizuho Securities USA LLC owned 0.35% of CoBiz Financial at the end of the most […]

Vanguard Financials ETF (VFH) is Signature Estate & Investment Advisors LLC’s 5th Largest Position

Signature Estate & Investment Advisors LLC boosted its position in Vanguard Financials ETF (NYSEARCA:VFH) by 2.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 600,535 shares of the company’s stock after buying an additional 16,319 shares during the quarter. Vanguard Financials […]

Mizuho Securities USA LLC Acquires Shares of 50,000 Columbia Property Trust (CXP)

Mizuho Securities USA LLC acquired a new stake in Columbia Property Trust (NYSE:CXP) in the third quarter, HoldingsChannel.com reports. The fund acquired 50,000 shares of the real estate investment trust’s stock, valued at approximately $1,182,000. Other large investors have also recently made changes to their positions in the company. Timbercreek Investment Management Inc. acquired a […]

Tiaa Fsb Lowers Position in Vanguard Small-Cap ETF (VB)

Tiaa Fsb trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,103,885 shares of the company’s stock after selling 23,580 shares during the quarter. Vanguard Small-Cap ETF accounts for 0.9% of Tiaa […]

Tiaa Fsb Boosts Position in iShares Russell 3000 ETF (IWV)

Tiaa Fsb increased its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.4% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 306,892 shares of the company’s stock after purchasing an additional 13,048 shares during the quarter. Tiaa Fsb owned 0.59% of […]

17,857 Shares in Invesco Taxable Municipal Bond ETF (BAB) Purchased by White Pine Investment CO

White Pine Investment CO bought a new stake in Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 17,857 shares of the company’s stock, valued at approximately $519,000. Several other hedge funds have also […]

SPDR Dow Jones REIT ETF (RWR) Holdings Lifted by Tiaa Fsb

Tiaa Fsb grew its stake in shares of SPDR Dow Jones REIT ETF (NYSEARCA:RWR) by 1.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,542,207 shares of the company’s stock after acquiring an additional 95,947 shares during the […]

Signature Estate & Investment Advisors LLC Raises Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF)

Signature Estate & Investment Advisors LLC grew its position in shares of Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF) by 5.5% during the 3rd quarter, Holdings Channel reports. The firm owned 38,312 shares of the company’s stock after buying an additional 1,993 shares during the quarter. Signature Estate & Investment Advisors LLC’s holdings in […]

BlackRock Enhanced Capital and Income Fd (CII) Shares Sold by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC cut its position in shares of BlackRock Enhanced Capital and Income Fd (NYSE:CII) by 12.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 221,105 shares of the real estate investment trust’s stock after selling […]

White Pine Investment CO Has $5.65 Million Position in Goldman Sachs ActiveBeta International Equity ETF (GSIE)

White Pine Investment CO boosted its stake in shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE) by 2.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 191,070 shares of the company’s stock after purchasing an additional 3,790 shares during the period. Goldman Sachs […]

Alpha Windward LLC Has $599,000 Position in Kohl’s Co. (KSS)

Alpha Windward LLC lessened its position in Kohl’s Co. (NYSE:KSS) by 10.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,033 shares of the company’s stock after selling 900 shares during the period. Alpha Windward LLC’s holdings in Kohl’s were […]

Alpha Windward LLC Takes $548,000 Position in Herman Miller, Inc. (MLHR)

Alpha Windward LLC purchased a new stake in shares of Herman Miller, Inc. (NASDAQ:MLHR) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 14,280 shares of the business services provider’s stock, valued at approximately $548,000. Other institutional investors have also made changes to their positions […]

HC Financial Advisors Inc. Increases Position in Weyerhaeuser Co (WY)

HC Financial Advisors Inc. increased its stake in shares of Weyerhaeuser Co (NYSE:WY) by 32.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,222 shares of the real estate investment trust’s stock after acquiring an additional 2,725 shares during the quarter. HC Financial Advisors […]

Alpha Windward LLC Raises Position in Eastman Chemical (EMN)

Alpha Windward LLC increased its stake in shares of Eastman Chemical (NYSE:EMN) by 16.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,818 shares of the basic materials company’s stock after buying an additional 840 shares during the period. […]

iShares Russell 1000 ETF (IWB) Holdings Lifted by Legacy Advisors LLC

Legacy Advisors LLC raised its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB) by 27.3% in the third quarter, HoldingsChannel.com reports. The firm owned 15,282 shares of the company’s stock after purchasing an additional 3,281 shares during the period. iShares Russell 1000 ETF accounts for 1.2% of Legacy Advisors LLC’s investment portfolio, making the stock its […]

Legacy Advisors LLC Grows Position in Carnival Corp (CCL)

Legacy Advisors LLC increased its holdings in Carnival Corp (NYSE:CCL) by 155.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,933 shares of the company’s stock after purchasing an additional 2,392 shares during the quarter. Legacy Advisors LLC’s holdings in Carnival were […]

Eaton Co. PLC (ETN) Stake Lifted by Legacy Advisors LLC

Legacy Advisors LLC boosted its position in shares of Eaton Co. PLC (NYSE:ETN) by 608.0% in the third quarter, Holdings Channel reports. The fund owned 7,080 shares of the industrial products company’s stock after purchasing an additional 6,080 shares during the quarter. Legacy Advisors LLC’s holdings in Eaton were worth $614,000 as of its most […]

Legacy Advisors LLC Boosts Holdings in iShares Russell 2000 ETF (IWM)

Legacy Advisors LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 36.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,180 shares of the exchange traded fund’s stock after acquiring an additional 2,173 shares during the […]

Marathon Petroleum Corp (MPC) Stake Increased by Alpha Windward LLC

Alpha Windward LLC lifted its position in shares of Marathon Petroleum Corp (NYSE:MPC) by 147.7% in the third quarter, Holdings Channel reports. The institutional investor owned 11,331 shares of the oil and gas company’s stock after acquiring an additional 6,757 shares during the quarter. Marathon Petroleum comprises approximately 0.5% of Alpha Windward LLC’s holdings, making […]

Westbourne Investment Advisors Inc. Has $1.79 Million Stake in Apache Co. (APA)

Westbourne Investment Advisors Inc. trimmed its holdings in shares of Apache Co. (NYSE:APA) by 9.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 37,440 shares of the energy company’s stock after selling 4,015 shares during the quarter. Apache accounts for about 1.3% […]

Winslow Asset Management Inc. Sells 21,978 Shares of Wyndham Destinations (WYND)

Winslow Asset Management Inc. lowered its holdings in Wyndham Destinations (NASDAQ:WYND) by 29.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,181 shares of the company’s stock after selling 21,978 shares during the period. Winslow Asset Management Inc. owned approximately 0.05% of Wyndham […]

Winslow Asset Management Inc. Has $6.63 Million Stake in Tenet Healthcare Corp (THC)

Winslow Asset Management Inc. trimmed its holdings in shares of Tenet Healthcare Corp (NYSE:THC) by 2.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 232,936 shares of the company’s stock after selling 5,482 shares during the quarter. Winslow Asset Management Inc.’s holdings […]

LKQ Co. (LKQ) Shares Sold by Winslow Asset Management Inc.

Winslow Asset Management Inc. cut its position in LKQ Co. (NASDAQ:LKQ) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 325,639 shares of the auto parts company’s stock after selling 5,554 shares during the quarter. LKQ makes up 1.9% […]

SVB Financial Group (SIVB) Holdings Reduced by Winslow Asset Management Inc.

Winslow Asset Management Inc. cut its stake in shares of SVB Financial Group (NASDAQ:SIVB) by 0.4% in the 3rd quarter, Holdings Channel reports. The fund owned 48,771 shares of the bank’s stock after selling 202 shares during the quarter. SVB Financial Group accounts for approximately 2.8% of Winslow Asset Management Inc.’s portfolio, making the stock […]

First Trust Preferred Securities and Income ETF (FPE) Shares Bought by Quad Cities Investment Group LLC

Quad Cities Investment Group LLC lifted its holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 1.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 220,045 shares of the company’s stock after acquiring an additional 3,872 shares during the quarter. […]

Tyson Foods, Inc. (TSN) Shares Bought by Jolley Asset Management LLC

Jolley Asset Management LLC grew its position in shares of Tyson Foods, Inc. (NYSE:TSN) by 2.8% during the third quarter, Holdings Channel reports. The institutional investor owned 65,913 shares of the company’s stock after buying an additional 1,773 shares during the quarter. Tyson Foods comprises about 2.6% of Jolley Asset Management LLC’s investment portfolio, making […]

Synchrony Financial (SYF) Shares Bought by PL Capital Advisors LLC

PL Capital Advisors LLC increased its stake in Synchrony Financial (NYSE:SYF) by 100.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 200,000 shares of the financial services provider’s stock after purchasing an additional 100,000 shares during the period. Synchrony Financial makes […]

Schneider Downs Wealth Management Advisors LP Purchases 1,579 Shares of John Hancock Multifactor Large Cap ETF (JHML)

Schneider Downs Wealth Management Advisors LP increased its position in shares of John Hancock Multifactor Large Cap ETF (NYSEARCA:JHML) by 8.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,839 shares of the company’s stock after buying an additional 1,579 […]

Sonora Investment Management LLC Lowers Position in Raytheon (RTN)

Sonora Investment Management LLC cut its holdings in Raytheon (NYSE:RTN) by 6.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,920 shares of the aerospace company’s stock after selling 1,224 shares during the quarter. Sonora Investment Management LLC’s holdings in […]

Peregrine Capital Management LLC Has $28.60 Million Stake in SPX Corp (SPXC)

Peregrine Capital Management LLC lifted its stake in SPX Corp (NYSE:SPXC) by 2.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 858,732 shares of the company’s stock after acquiring an additional 22,684 shares during the quarter. Peregrine Capital Management LLC’s holdings in SPX were worth $28,604,000 as of its most recent SEC filing. […]

Genesee & Wyoming Inc (GWR) Shares Sold by Peregrine Capital Management LLC

Peregrine Capital Management LLC trimmed its holdings in shares of Genesee & Wyoming Inc (NYSE:GWR) by 7.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 355,131 shares of the transportation company’s stock after selling 28,890 shares during the quarter. […]

AMN Healthcare Services, Inc. (AMN) Shares Bought by Peregrine Capital Management LLC

Peregrine Capital Management LLC increased its position in AMN Healthcare Services, Inc. (NYSE:AMN) by 9.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 641,215 shares of the company’s stock after purchasing an additional 54,682 shares during the quarter. AMN Healthcare Services makes up […]

Lodestar Investment Counsel LLC IL Invests $209,000 in Church & Dwight Co., Inc. (CHD)

Lodestar Investment Counsel LLC IL acquired a new stake in Church & Dwight Co., Inc. (NYSE:CHD) during the third quarter, HoldingsChannel reports. The firm acquired 3,520 shares of the company’s stock, valued at approximately $209,000. Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Northstar Investment […]

SS&C Technologies Holdings, Inc. (SSNC) Shares Sold by Peregrine Capital Management LLC

Peregrine Capital Management LLC decreased its stake in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 8.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 835,309 shares of the technology company’s stock after selling 80,174 shares during the period. SS&C Technologies […]

7,026 Shares in Lockheed Martin Co. (LMT) Acquired by Lodestar Investment Counsel LLC IL

Lodestar Investment Counsel LLC IL purchased a new position in shares of Lockheed Martin Co. (NYSE:LMT) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 7,026 shares of the aerospace company’s stock, valued at approximately $2,431,000. A number of other large investors have also modified their […]

Lodestar Investment Counsel LLC IL Sells 450 Shares of Vanguard Small-Cap Growth ETF (VBK)

Lodestar Investment Counsel LLC IL cut its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 0.9% in the third quarter, HoldingsChannel reports. The firm owned 49,340 shares of the company’s stock after selling 450 shares during the quarter. Lodestar Investment Counsel LLC IL’s holdings in Vanguard Small-Cap Growth ETF were worth $9,242,000 at the end […]

Lodestar Investment Counsel LLC IL Grows Position in Metlife Inc (MET)

Lodestar Investment Counsel LLC IL boosted its stake in shares of Metlife Inc (NYSE:MET) by 1.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 375,799 shares of the financial services provider’s stock after acquiring an additional 3,599 shares during the quarter. Metlife comprises […]

Lam Research Co. (LRCX) Stake Increased by Empowered Funds LLC

Empowered Funds LLC raised its position in shares of Lam Research Co. (NASDAQ:LRCX) by 24.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 18,710 shares of the semiconductor company’s stock after acquiring an additional 3,617 shares during the period. Empowered Funds LLC’s holdings in Lam Research were worth $2,817,000 at the end of […]

Empowered Funds LLC Acquires Shares of 51,066 Tyson Foods, Inc. (TSN)

Empowered Funds LLC bought a new position in Tyson Foods, Inc. (NYSE:TSN) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 51,066 shares of the company’s stock, valued at approximately $3,053,000. Tyson Foods makes up approximately 0.9% of Empowered Funds LLC’s […]

Empowered Funds LLC Has $35.19 Million Stake in Alpha Architect US Quantitative Momentum ETF (QMOM)

Empowered Funds LLC decreased its holdings in Alpha Architect US Quantitative Momentum ETF (BATS:QMOM) by 5.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,042,085 shares of the company’s stock after selling 65,625 shares during the period. Alpha Architect US Quantitative Momentum ETF makes […]

Empirical Finance LLC Buys Shares of 82,447 The Western Union Company (WU)

Empirical Finance LLC bought a new stake in The Western Union Company (NYSE:WU) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 82,447 shares of the credit services provider’s stock, valued at approximately $1,571,000. A number of other large investors have also recently added to or […]

Herbalife Nutrition Ltd (HLF) Shares Sold by Empirical Finance LLC

Empirical Finance LLC lessened its position in Herbalife Nutrition Ltd (NYSE:HLF) by 49.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,812 shares of the company’s stock after selling 33,736 shares during the quarter. Empirical Finance LLC’s holdings in […]

HP Inc. (HPQ) Stake Increased by Empirical Finance LLC

Empirical Finance LLC lifted its stake in shares of HP Inc. (NYSE:HPQ) by 6.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 119,396 shares of the computer maker’s stock after buying an additional 7,427 shares during the quarter. HP comprises about 0.8% of […]

Westbourne Investment Advisors Inc. Has $532,000 Stake in Enterprise Products Partners L.P. (EPD)

Westbourne Investment Advisors Inc. raised its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 94.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,500 shares of the oil and gas producer’s stock after purchasing an additional 9,000 shares […]

Quad Cities Investment Group LLC Has $337,000 Holdings in Invesco Quality Municipal Income Trust (IQI)

Quad Cities Investment Group LLC raised its stake in Invesco Quality Municipal Income Trust (NYSE:IQI) by 31.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,008 shares of the financial services provider’s stock after purchasing an additional 6,962 shares during the […]

Westbourne Investment Advisors Inc. Invests $207,000 in Roper Technologies Inc (ROP)

Westbourne Investment Advisors Inc. bought a new stake in Roper Technologies Inc (NYSE:ROP) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 700 shares of the industrial products company’s stock, valued at approximately $207,000. Several other hedge funds and other institutional […]

Cohen & Steers Quality Income Realty Inc (RQI) Shares Bought by Quad Cities Investment Group LLC

Quad Cities Investment Group LLC raised its stake in shares of Cohen & Steers Quality Income Realty Inc (NYSE:RQI) by 24.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 80,847 shares of the real estate investment trust’s stock after purchasing […]