SEC Filing Articles

Private Vista LLC Invests $281,000 in C.H. Robinson Worldwide Inc (CHRW)

Private Vista LLC acquired a new stake in shares of C.H. Robinson Worldwide Inc (NASDAQ:CHRW) during the first quarter, HoldingsChannel.com reports. The fund acquired 3,001 shares of the transportation company’s stock, valued at approximately $281,000. Several other hedge funds and other institutional investors have also added to or reduced their stakes in CHRW. Wolverine Asset […]

Rikoon Group LLC Acquires Shares of 1,243 Alibaba Group Holding Ltd (BABA)

Rikoon Group LLC acquired a new stake in shares of Alibaba Group Holding Ltd (NYSE:BABA) during the first quarter, Holdings Channel reports. The firm acquired 1,243 shares of the specialty retailer’s stock, valued at approximately $220,000. Several other hedge funds and other institutional investors also recently modified their holdings of BABA. Avestar Capital LLC bought […]

Private Vista LLC Acquires New Holdings in Philip Morris International Inc. (PM)

Private Vista LLC acquired a new stake in shares of Philip Morris International Inc. (NYSE:PM) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,374 shares of the company’s stock, valued at approximately $335,000. Other hedge funds and other institutional investors […]

2,847 Shares in Vanguard Mid-Cap ETF (VO) Acquired by Private Vista LLC

Private Vista LLC bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,847 shares of the company’s stock, valued at approximately $439,000. Several other hedge funds and other institutional investors also recently made […]

SCHWAB STRATEGI/US AGGREGATE BD ETF (SCHZ) Shares Bought by WealthTrust Fairport LLC

WealthTrust Fairport LLC raised its holdings in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF (NYSEARCA:SCHZ) by 29.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,458 shares of the company’s stock after buying an additional 2,823 shares during the […]

PagnatoKarp Partners LLC Has $303,000 Holdings in Genuine Parts (GPC)

PagnatoKarp Partners LLC decreased its stake in Genuine Parts (NYSE:GPC) by 21.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,342 shares of the specialty retailer’s stock after selling 893 shares during the quarter. PagnatoKarp Partners LLC’s holdings in Genuine Parts were […]

WealthTrust Fairport LLC Has $1.39 Million Holdings in Utilities SPDR (XLU)

WealthTrust Fairport LLC raised its stake in Utilities SPDR (NYSEARCA:XLU) by 4.3% in the 1st quarter, HoldingsChannel reports. The fund owned 27,533 shares of the exchange traded fund’s stock after buying an additional 1,128 shares during the quarter. WealthTrust Fairport LLC’s holdings in Utilities SPDR were worth $1,391,000 at the end of the most recent […]

WealthTrust Fairport LLC Lowers Position in Altria (MO)

WealthTrust Fairport LLC reduced its position in shares of Altria (NYSE:MO) by 3.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,340 shares of the company’s stock after selling 1,623 shares during the period. WealthTrust Fairport LLC’s holdings in Altria were worth $2,576,000 […]

Nicola Wealth Management LTD. Takes $3.15 Million Position in Weyerhaeuser Co (WY)

Nicola Wealth Management LTD. bought a new stake in Weyerhaeuser Co (NYSE:WY) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 90,000 shares of the real estate investment trust’s stock, valued at approximately $3,150,000. Several other large investors have also made changes to […]

PagnatoKarp Partners LLC Invests $203,000 in Alibaba Group Holding Ltd (BABA) Stock

PagnatoKarp Partners LLC acquired a new position in shares of Alibaba Group Holding Ltd (NYSE:BABA) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1,108 shares of the specialty retailer’s stock, valued at approximately $203,000. A number of other institutional investors have also […]

Nicola Wealth Management LTD. Acquires New Position in General Mills, Inc. (GIS)

Nicola Wealth Management LTD. acquired a new position in shares of General Mills, Inc. (NYSE:GIS) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 40,300 shares of the company’s stock, valued at approximately $1,816,000. A number of other institutional investors also recently added […]

CME Group Inc (CME) Position Lifted by Suntrust Banks Inc.

Suntrust Banks Inc. increased its holdings in shares of CME Group Inc (NASDAQ:CME) by 2.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 125,086 shares of the financial services provider’s stock after acquiring an additional 3,137 shares during the quarter. Suntrust Banks Inc.’s […]

Reliant Investment Management LLC Has $3.51 Million Holdings in Citigroup Inc (C)

Reliant Investment Management LLC raised its stake in shares of Citigroup Inc (NYSE:C) by 1.5% in the first quarter, HoldingsChannel.com reports. The fund owned 52,010 shares of the financial services provider’s stock after acquiring an additional 770 shares during the period. Citigroup comprises approximately 2.6% of Reliant Investment Management LLC’s holdings, making the stock its […]

Suntrust Banks Inc. Sells 27,229 Shares of MONDELEZ INTERNATIONAL INC Common Stock (MDLZ)

Suntrust Banks Inc. cut its stake in MONDELEZ INTERNATIONAL INC Common Stock (NASDAQ:MDLZ) by 4.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 575,592 shares of the company’s stock after selling 27,229 shares during the quarter. Suntrust Banks Inc.’s holdings in MONDELEZ INTERNATIONAL […]

Natixis Buys Shares of 104,219 BHP Billiton Limited (BHP)

Natixis bought a new position in BHP Billiton Limited (NYSE:BHP) during the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 104,219 shares of the mining company’s stock, valued at approximately $2,320,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Guggenheim Capital LLC raised its position in BHP Billiton […]

Redwood Investments LLC Raises Position in Allstate Corp (ALL)

Redwood Investments LLC grew its position in Allstate Corp (NYSE:ALL) by 63.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 66,729 shares of the insurance provider’s stock after purchasing an additional 25,995 shares during the quarter. Redwood Investments LLC’s holdings in Allstate […]

Navellier & Associates Inc Acquires New Holdings in Nice Ltd (NICE)

Navellier & Associates Inc acquired a new stake in shares of Nice Ltd (NASDAQ:NICE) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,900 shares of the technology company’s stock, valued at approximately $366,000. A number of other hedge funds and […]

Navellier & Associates Inc Invests $539,000 in Covenant Transportation Group, Inc. (CVTI)

Navellier & Associates Inc purchased a new stake in Covenant Transportation Group, Inc. (NASDAQ:CVTI) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 18,085 shares of the transportation company’s stock, valued at approximately $539,000. Navellier & Associates Inc owned approximately 0.10% of Covenant […]

Navellier & Associates Inc Invests $495,000 in 58.com Inc (WUBA) Stock

Navellier & Associates Inc bought a new position in shares of 58.com Inc (NYSE:WUBA) in the first quarter, HoldingsChannel reports. The firm bought 6,200 shares of the information services provider’s stock, valued at approximately $495,000. Other institutional investors also recently made changes to their positions in the company. Calamos Advisors LLC boosted its position in […]

WINTON GROUP Ltd Invests $6.32 Million in Hersha Hospitality Trust (HT) Stock

WINTON GROUP Ltd bought a new position in shares of Hersha Hospitality Trust (NYSE:HT) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor bought 353,082 shares of the real estate investment trust’s stock, valued at approximately $6,320,000. WINTON GROUP Ltd owned 0.90% of Hersha Hospitality Trust as of […]

Navellier & Associates Inc Invests $610,000 in 1st Tr EXCHANGE/DEV MKTS EX US ALPH (FDT)

Navellier & Associates Inc bought a new stake in 1st Tr EXCHANGE/DEV MKTS EX US ALPH (BMV:FDT) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 9,714 shares of the company’s stock, valued at approximately $610,000. Several other institutional investors and […]

WINTON GROUP Ltd Purchases Shares of 299,288 Harsco Co. (HSC)

WINTON GROUP Ltd purchased a new stake in Harsco Co. (NYSE:HSC) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 299,288 shares of the industrial products company’s stock, valued at approximately $6,180,000. WINTON GROUP Ltd owned approximately 0.37% of Harsco as of its […]

WINTON GROUP Ltd Invests $6.50 Million in QuinStreet Inc (QNST)

WINTON GROUP Ltd bought a new stake in QuinStreet Inc (NASDAQ:QNST) in the first quarter, HoldingsChannel reports. The institutional investor bought 509,001 shares of the technology company’s stock, valued at approximately $6,500,000. A number of other institutional investors also recently added to or reduced their stakes in QNST. Schwab Charles Investment Management Inc. raised its […]

Wesbanco Bank Inc. Purchases Shares of 34,483 Trupanion Inc (TRUP)

Wesbanco Bank Inc. purchased a new position in shares of Trupanion Inc (NASDAQ:TRUP) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 34,483 shares of the financial services provider’s stock, valued at approximately $1,031,000. Wesbanco Bank Inc. owned 0.11% of Trupanion at the end […]

Rational Advisors LLC Increases Position in Baxter International Inc (BAX)

Rational Advisors LLC increased its position in Baxter International Inc (NYSE:BAX) by 28.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,375 shares of the medical instruments supplier’s stock after purchasing an additional 970 shares during the quarter. Rational […]

41,341 Shares in Patterson Companies, Inc. (PDCO) Purchased by Wesbanco Bank Inc.

Wesbanco Bank Inc. purchased a new stake in Patterson Companies, Inc. (NASDAQ:PDCO) in the first quarter, Holdings Channel reports. The firm purchased 41,341 shares of the company’s stock, valued at approximately $919,000. Several other institutional investors have also added to or reduced their stakes in PDCO. California Public Employees Retirement System raised its holdings in […]

Rational Advisors LLC Invests $251,000 in iShares S&P US Pref Stock Idx Fnd (PFF) Stock

Rational Advisors LLC purchased a new position in iShares S&P US Pref Stock Idx Fnd (NASDAQ:PFF) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 6,684 shares of the company’s stock, valued at approximately $251,000. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PFF. Vanguard […]

MetLife Investment Advisors LLC Has $3.10 Million Holdings in Post Holdings Inc (POST)

MetLife Investment Advisors LLC lessened its stake in Post Holdings Inc (NYSE:POST) by 2.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,923 shares of the company’s stock after selling 912 shares during the period. MetLife Investment Advisors LLC owned 0.06% of Post […]

Wesbanco Bank Inc. Invests $1.20 Million in FireEye Inc (FEYE) Stock

Wesbanco Bank Inc. purchased a new position in FireEye Inc (NASDAQ:FEYE) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 70,650 shares of the information security company’s stock, valued at approximately $1,196,000. A number of other hedge funds and other institutional investors have also […]

Wesbanco Bank Inc. Invests $1.47 Million in Western Digital Corp (WDC) Stock

Wesbanco Bank Inc. acquired a new stake in Western Digital Corp (NASDAQ:WDC) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 15,935 shares of the data storage provider’s stock, valued at approximately $1,470,000. A number of other hedge funds have also […]

Moors & Cabot Inc. Buys 601 Shares of FMC Corp (FMC)

Moors & Cabot Inc. increased its stake in FMC Corp (NYSE:FMC) by 9.4% in the 1st quarter, HoldingsChannel reports. The fund owned 6,966 shares of the basic materials company’s stock after acquiring an additional 601 shares during the period. Moors & Cabot Inc.’s holdings in FMC were worth $533,000 at the end of the most […]

Moors & Cabot Inc. Has $474,000 Stake in Zagg Inc (ZAGG)

Moors & Cabot Inc. cut its position in Zagg Inc (NASDAQ:ZAGG) by 10.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,850 shares of the specialty retailer’s stock after selling 4,400 shares during the quarter. Moors & Cabot Inc. owned 0.14% of Zagg worth […]

Moors & Cabot Inc. Purchases Shares of 2,259 Align Technology, Inc. (ALGN)

Moors & Cabot Inc. purchased a new position in shares of Align Technology, Inc. (NASDAQ:ALGN) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,259 shares of the medical equipment provider’s stock, valued at approximately $567,000. Several other institutional investors […]

CARBO Ceramics Inc. (CRR) Shares Bought by Moors & Cabot Inc.

Moors & Cabot Inc. increased its stake in shares of CARBO Ceramics Inc. (NYSE:CRR) by 9.1% during the first quarter, Holdings Channel reports. The institutional investor owned 88,600 shares of the oil and gas company’s stock after buying an additional 7,400 shares during the quarter. Moors & Cabot Inc.’s holdings in CARBO Ceramics were worth […]

Avalon Advisors LLC Invests $883,000 in SPDR S&P Dividend (SDY) Stock

Avalon Advisors LLC purchased a new stake in shares of SPDR S&P Dividend (NYSEARCA:SDY) in the first quarter, Holdings Channel reports. The firm purchased 9,681 shares of the company’s stock, valued at approximately $883,000. Other hedge funds also recently added to or reduced their stakes in the company. Raymond James & Associates lifted its position […]

NEXT Financial Group Inc Acquires Shares of 8,663 PowerShares Dynamic Lg. Cap Value (PWV)

NEXT Financial Group Inc bought a new position in shares of PowerShares Dynamic Lg. Cap Value (NYSEARCA:PWV) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 8,663 shares of the company’s stock, valued at approximately $316,000. A number of other hedge funds also recently made changes to […]

Private Capital Group LLC Acquires 669 Shares of Hershey Co (HSY)

Private Capital Group LLC lifted its holdings in shares of Hershey Co (NYSE:HSY) by 55.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,869 shares of the company’s stock after buying an additional 669 shares during the period. Private Capital Group […]

NEXT Financial Group Inc Purchases New Holdings in ISHARES Tr/ISHARES CORE MSCI E (IEUR)

NEXT Financial Group Inc bought a new position in ISHARES Tr/ISHARES CORE MSCI E (NYSEARCA:IEUR) during the first quarter, according to its most recent filing with the SEC. The firm bought 7,448 shares of the company’s stock, valued at approximately $370,000. Several other institutional investors and hedge funds have also recently modified their holdings of […]

Southern Co (SO) Shares Bought by Xact Kapitalforvaltning AB

Xact Kapitalforvaltning AB increased its stake in shares of Southern Co (NYSE:SO) by 10.8% during the first quarter, Holdings Channel reports. The institutional investor owned 103,181 shares of the utilities provider’s stock after buying an additional 10,028 shares during the quarter. Xact Kapitalforvaltning AB’s holdings in Southern were worth $4,608,000 as of its most recent […]

Xact Kapitalforvaltning AB Acquires 3,607 Shares of Carnival Corp (CCL)

Xact Kapitalforvaltning AB raised its holdings in Carnival Corp (NYSE:CCL) by 5.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 67,896 shares of the company’s stock after purchasing an additional 3,607 shares during the quarter. Xact Kapitalforvaltning AB’s holdings in Carnival were […]

NEXT Financial Group Inc Has $430,000 Position in Travelers Companies Inc (TRV)

NEXT Financial Group Inc increased its position in shares of Travelers Companies Inc (NYSE:TRV) by 27.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,099 shares of the insurance provider’s stock after buying an additional 667 shares during the period. NEXT Financial Group […]

NEXT Financial Group Inc Buys Shares of 1,791 Stryker Co. (SYK)

NEXT Financial Group Inc bought a new stake in shares of Stryker Co. (NYSE:SYK) in the 1st quarter, HoldingsChannel.com reports. The fund bought 1,791 shares of the medical technology company’s stock, valued at approximately $288,000. Other institutional investors have also made changes to their positions in the company. Truewealth LLC purchased a new stake in […]

iShares Edge MSCI USA Momentum Factor ETF (MTUM) Position Raised by Private Capital Group LLC

Private Capital Group LLC increased its position in shares of iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM) by 297.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,288 shares of the company’s stock after purchasing an additional 1,712 shares during the […]

Private Capital Group LLC Purchases 2,620 Shares of BorgWarner Inc. (BWA)

Private Capital Group LLC increased its position in BorgWarner Inc. (NYSE:BWA) by 197.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 3,950 shares of the auto parts company’s stock after acquiring an additional 2,620 shares during the quarter. Private Capital Group LLC’s holdings in […]

BGC Partners, Inc. (BGCP) Shares Sold by Verition Fund Management LLC

Verition Fund Management LLC lessened its position in shares of BGC Partners, Inc. (NASDAQ:BGCP) by 36.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,779 shares of the financial services provider’s stock after selling 32,796 shares during the quarter. Verition Fund […]

FedEx Co. (FDX) Position Lessened by Private Capital Group LLC

Private Capital Group LLC lowered its position in shares of FedEx Co. (NYSE:FDX) by 30.5% in the first quarter, HoldingsChannel reports. The firm owned 890 shares of the shipping service provider’s stock after selling 391 shares during the period. Private Capital Group LLC’s holdings in FedEx were worth $214,000 at the end of the most […]

Millennium Management LLC Has $51.84 Million Stake in El Paso Electric (EE)

Millennium Management LLC grew its stake in El Paso Electric (NYSE:EE) by 45.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,016,531 shares of the utilities provider’s stock after acquiring an additional 319,407 shares during the quarter. Millennium Management LLC’s holdings in El […]

Rikoon Group LLC Buys Shares of 1,301 SPDR Dow Jones Industrial Average ETF (DIA)

Rikoon Group LLC bought a new stake in shares of SPDR Dow Jones Industrial Average ETF (NYSEARCA:DIA) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,301 shares of the exchange traded fund’s stock, valued at approximately $307,000. […]

2,268 Shares in General Dynamics Co. (GD) Acquired by Rikoon Group LLC

Rikoon Group LLC acquired a new position in General Dynamics Co. (NYSE:GD) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 2,268 shares of the aerospace company’s stock, valued at approximately $496,000. Several other hedge funds have also modified their holdings of […]

3,328 Shares in Citigroup Inc (C) Purchased by Private Vista LLC

Private Vista LLC acquired a new position in Citigroup Inc (NYSE:C) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,328 shares of the financial services provider’s stock, valued at approximately $225,000. Other hedge funds and other institutional investors have also recently made changes […]