SEC Filing Articles

First Trust Large Cap Core Alp Fnd (FEX) Position Raised by SSI Investment Management Inc.

SSI Investment Management Inc. boosted its stake in First Trust Large Cap Core Alp Fnd (NASDAQ:FEX) by 1.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,462 shares of the company’s stock after purchasing an additional 1,501 shares during the […]

Wilbanks Smith & Thomas Asset Management LLC Acquires New Holdings in iShares Global Consumer Discretionary ETF (RXI)

Wilbanks Smith & Thomas Asset Management LLC acquired a new stake in iShares Global Consumer Discretionary ETF (NYSEARCA:RXI) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 41,805 shares of the company’s stock, valued at approximately $4,802,000. Wilbanks Smith & Thomas Asset Management […]

Manhattan Associates, Inc. (MANH) Shares Sold by New Mexico Educational Retirement Board

New Mexico Educational Retirement Board cut its stake in Manhattan Associates, Inc. (NASDAQ:MANH) by 17.4% during the second quarter, Holdings Channel reports. The firm owned 15,700 shares of the software maker’s stock after selling 3,300 shares during the period. New Mexico Educational Retirement Board’s holdings in Manhattan Associates were worth $738,000 at the end of […]

53,510 Shares in Monster Beverage Corp (MNST) Acquired by Raymond James Financial Services Advisors Inc.

Raymond James Financial Services Advisors Inc. bought a new stake in Monster Beverage Corp (NASDAQ:MNST) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 53,510 shares of the company’s stock, valued at approximately $3,066,000. A number of other institutional investors and hedge funds have […]

Piedmont Investment Advisors LLC Takes $104,000 Position in SL Green Realty Corp (SLG)

Piedmont Investment Advisors LLC acquired a new stake in SL Green Realty Corp (NYSE:SLG) during the 2nd quarter, Holdings Channel reports. The fund acquired 1,034 shares of the real estate investment trust’s stock, valued at approximately $104,000. A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. […]

New Mexico Educational Retirement Board Decreases Holdings in Domtar Corp (UFS)

New Mexico Educational Retirement Board lowered its position in Domtar Corp (NYSE:UFS) (TSE:UFS) by 15.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 14,700 shares of the basic materials company’s stock after selling 2,600 shares during the period. New Mexico Educational Retirement Board’s holdings in Domtar […]

4,272 Shares in Zumiez Inc. (ZUMZ) Acquired by Piedmont Investment Advisors LLC

Piedmont Investment Advisors LLC acquired a new stake in shares of Zumiez Inc. (NASDAQ:ZUMZ) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,272 shares of the apparel and footwear maker’s stock, valued at approximately $107,000. A number of other institutional […]

Municipal Employees Retirement System of Michigan Sells 13,500 Shares of Hanesbrands Inc. (HBI)

Municipal Employees Retirement System of Michigan decreased its stake in shares of Hanesbrands Inc. (NYSE:HBI) by 58.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,420 shares of the textile maker’s stock after selling 13,500 shares during the period. Municipal Employees Retirement System of […]

Trust Co. of Virginia VA Has $293,000 Stake in Vanguard Russell 1000 Growth ETF (VONG)

Trust Co. of Virginia VA increased its position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) by 33.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,995 shares of the company’s stock after acquiring an additional 500 shares during the quarter. Trust Co. of Virginia […]

Strategy Asset Managers LLC Invests $1.05 Million in Becton Dickinson and Co (BDX)

Strategy Asset Managers LLC acquired a new position in shares of Becton Dickinson and Co (NYSE:BDX) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 4,372 shares of the medical instruments supplier’s stock, valued at approximately $1,047,000. Several other hedge funds […]

Texas Yale Capital Corp. Sells 672 Shares of LyondellBasell Industries NV (LYB)

Texas Yale Capital Corp. trimmed its position in shares of LyondellBasell Industries NV (NYSE:LYB) by 4.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,372 shares of the specialty chemicals company’s stock after selling 672 shares during the period. Texas Yale […]

Raytheon (RTN) Shares Bought by Texas Yale Capital Corp.

Texas Yale Capital Corp. raised its position in shares of Raytheon (NYSE:RTN) by 5.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,951 shares of the aerospace company’s stock after acquiring an additional 425 shares during the period. Texas Yale Capital […]

Texas Yale Capital Corp. Has $1.08 Million Holdings in Genesis Energy, L.P. common stock (GEL)

Texas Yale Capital Corp. cut its position in Genesis Energy, L.P. common stock (NYSE:GEL) by 22.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 49,164 shares of the pipeline company’s stock after selling 14,100 shares during the quarter. Texas Yale Capital Corp.’s holdings […]

Apple Inc. (AAPL) Position Reduced by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. cut its holdings in Apple Inc. (NASDAQ:AAPL) by 14.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 143,072 shares of the iPhone maker’s stock after selling 24,223 shares during the period. Apple accounts for about 0.6% of Oppenheimer Asset Management Inc.’s […]

JPMorgan Chase & Co. (JPM) Shares Sold by Sei Investments Co.

Sei Investments Co. lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 23.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,547,404 shares of the financial services provider’s stock after selling 483,155 shares during the quarter. JPMorgan Chase […]

Osterweis Capital Management Inc. Trims Position in Alphabet Inc Class A (GOOGL)

Osterweis Capital Management Inc. trimmed its holdings in shares of Alphabet Inc Class A (NASDAQ:GOOGL) by 14.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,114 shares of the information services provider’s stock after selling 1,557 shares during the period. Osterweis Capital Management Inc.’s […]

Santander Consumer USA Holdings Inc (SC) Shares Bought by First Trust Advisors LP

First Trust Advisors LP increased its stake in Santander Consumer USA Holdings Inc (NYSE:SC) by 8.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,248,147 shares of the financial services provider’s stock after buying an additional 97,723 shares during the period. […]

3M Co (MMM) Shares Bought by Forward Management LLC

Forward Management LLC increased its stake in 3M Co (NYSE:MMM) by 5.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,201 shares of the conglomerate’s stock after purchasing an additional 509 shares during the quarter. Forward Management LLC’s holdings in 3M were […]

Vodafone Group Plc (VOD) Position Increased by First Trust Advisors LP

First Trust Advisors LP lifted its stake in Vodafone Group Plc (NASDAQ:VOD) by 12.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,005,537 shares of the cell phone carrier’s stock after purchasing an additional 113,986 shares during the period. First Trust Advisors […]

Los Angeles Capital Management & Equity Research Inc. Sells 12,529 Shares of Essendant Inc (ESND)

Los Angeles Capital Management & Equity Research Inc. cut its holdings in shares of Essendant Inc (NASDAQ:ESND) by 9.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 119,396 shares of the company’s stock after selling 12,529 shares during the period. Los Angeles Capital […]

Akebia Therapeutics Inc (AKBA) Shares Bought by Los Angeles Capital Management & Equity Research Inc.

Los Angeles Capital Management & Equity Research Inc. grew its stake in Akebia Therapeutics Inc (NASDAQ:AKBA) by 157.9% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 169,725 shares of the biopharmaceutical company’s stock after acquiring an additional 103,920 shares during the period. Los Angeles Capital Management […]

CSX Co. (CSX) Position Lifted by CIBC World Markets Inc.

CIBC World Markets Inc. increased its position in shares of CSX Co. (NASDAQ:CSX) by 16.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 481,855 shares of the transportation company’s stock after acquiring an additional 69,404 shares during the quarter. […]

Los Angeles Capital Management & Equity Research Inc. Has $1.63 Million Stake in Semtech Co. (SMTC)

Los Angeles Capital Management & Equity Research Inc. reduced its stake in Semtech Co. (NASDAQ:SMTC) by 5.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,619 shares of the semiconductor company’s stock after selling 1,930 shares during the period. Los Angeles […]

Becton Dickinson and Co (BDX) is SPF Beheer BV’s 4th Largest Position

SPF Beheer BV lifted its holdings in Becton Dickinson and Co (NYSE:BDX) by 1.8% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 371,186 shares of the medical instruments supplier’s stock after purchasing an additional 6,697 shares during the period. Becton Dickinson and comprises approximately […]

Sfmg LLC Has $1.20 Million Holdings in Ventas, Inc. (VTR)

Sfmg LLC lessened its stake in Ventas, Inc. (NYSE:VTR) by 4.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,980 shares of the real estate investment trust’s stock after selling 880 shares during the period. Sfmg LLC’s holdings in Ventas were worth $1,195,000 […]

Jack Henry & Associates, Inc. (JKHY) Shares Sold by Sfmg LLC

Sfmg LLC cut its stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 12.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,258 shares of the technology company’s stock after selling 624 shares during the quarter. Sfmg LLC’s […]

First National Trust Co Has $7.36 Million Holdings in Wells Fargo & Co (WFC)

First National Trust Co trimmed its stake in Wells Fargo & Co (NYSE:WFC) by 14.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 132,686 shares of the financial services provider’s stock after selling 22,893 shares during the period. First National Trust Co’s holdings […]

Janney Montgomery Scott LLC Has $649,000 Position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ)

Janney Montgomery Scott LLC increased its stake in VictoryShares Developed Enhanced Volatility Wtd ETF (NASDAQ:CIZ) by 65.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 19,129 shares of the company’s stock after purchasing an additional 7,551 shares during the quarter. Janney Montgomery Scott LLC […]

Janney Montgomery Scott LLC Takes Position in istar Inc (STAR)

Janney Montgomery Scott LLC acquired a new stake in istar Inc (NYSE:STAR) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 63,062 shares of the real estate investment trust’s stock, valued at approximately $680,000. Janney Montgomery Scott LLC owned 0.09% of istar at the end of […]

Janney Montgomery Scott LLC Grows Holdings in Cooper Tire & Rubber Co (CTB)

Janney Montgomery Scott LLC boosted its holdings in Cooper Tire & Rubber Co (NYSE:CTB) by 25.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,920 shares of the company’s stock after purchasing an additional 4,794 shares during the […]

CIBC World Markets Inc. Has $116.64 Million Holdings in Open Text Corp (OTEX)

CIBC World Markets Inc. trimmed its holdings in shares of Open Text Corp (NASDAQ:OTEX) (TSE:OTC) by 14.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,314,616 shares of the software maker’s stock after selling 562,925 shares during the period. CIBC World […]

CIBC World Markets Inc. Has $48.68 Million Stake in Crescent Point Energy Corp (CPG)

CIBC World Markets Inc. lessened its holdings in shares of Crescent Point Energy Corp (NYSE:CPG) (TSE:CPG) by 14.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,623,077 shares of the oil and gas producer’s stock after selling 1,149,122 shares during the quarter. CIBC […]

Jennison Associates LLC Has $8.33 Million Stake in Solaris Oilfield Infrastructure Inc (SOI)

Jennison Associates LLC reduced its position in shares of Solaris Oilfield Infrastructure Inc (NYSE:SOI) by 8.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 583,088 shares of the company’s stock after selling 56,130 shares during the period. Jennison Associates LLC owned […]

Jennison Associates LLC Acquires 5,262 Shares of Irhythm Technologies Inc (IRTC)

Jennison Associates LLC grew its holdings in Irhythm Technologies Inc (NASDAQ:IRTC) by 4.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 117,299 shares of the company’s stock after acquiring an additional 5,262 shares during the period. Jennison Associates LLC owned about 0.50% of […]

LMR Partners LLP Reduces Position in Monster Beverage Corp (MNST)

LMR Partners LLP lowered its stake in Monster Beverage Corp (NASDAQ:MNST) by 64.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,779 shares of the company’s stock after selling 6,802 shares during the quarter. LMR Partners LLP’s holdings in Monster Beverage were worth $217,000 […]

7,573 Shares in Jabil Inc (JBL) Purchased by LMR Partners LLP

LMR Partners LLP purchased a new stake in shares of Jabil Inc (NYSE:JBL) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 7,573 shares of the technology company’s stock, valued at approximately $209,000. Other institutional investors also recently modified their holdings of the […]

LMR Partners LLP Invests $175,000 in Genocea Biosciences Inc (GNCA)

LMR Partners LLP purchased a new position in Genocea Biosciences Inc (NASDAQ:GNCA) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 204,774 shares of the biotechnology company’s stock, valued at approximately $175,000. LMR Partners LLP owned approximately 0.24% of Genocea Biosciences at […]

Lbmc Investment Advisors LLC Acquires 5,608 Shares of DowDuPont Inc (DWDP)

Lbmc Investment Advisors LLC grew its holdings in shares of DowDuPont Inc (NYSE:DWDP) by 62.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 14,594 shares of the company’s stock after purchasing an additional 5,608 shares during the period. Lbmc Investment Advisors LLC’s holdings in DowDuPont were worth […]

Clal Insurance Enterprises Holdings Ltd Increases Holdings in SPDR Gold Shares (GLD)

Clal Insurance Enterprises Holdings Ltd raised its position in SPDR Gold Shares (NYSEARCA:GLD) by 3,350.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 34,500 shares of the exchange traded fund’s stock after purchasing an additional 33,500 shares during the period. Clal Insurance Enterprises Holdings Ltd’s holdings […]

CIBC World Markets Inc. Trims Holdings in Canadian Pacific Railway Limited (CP)

CIBC World Markets Inc. lowered its position in Canadian Pacific Railway Limited (NYSE:CP) (TSE:CP) by 13.9% in the second quarter, Holdings Channel reports. The institutional investor owned 1,475,929 shares of the transportation company’s stock after selling 238,075 shares during the period. Canadian Pacific Railway comprises approximately 1.2% of CIBC World Markets Inc.’s holdings, making the […]

30,000 Shares in Energy Transfer Partners LP (ETP) Purchased by Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd purchased a new position in Energy Transfer Partners LP (NYSE:ETP) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 30,000 shares of the pipeline company’s stock, valued at approximately $571,000. Several other hedge funds […]

Doyle Wealth Management Increases Holdings in DISH Network Corp (DISH)

Doyle Wealth Management boosted its stake in DISH Network Corp (NASDAQ:DISH) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 146,640 shares of the company’s stock after acquiring an additional 2,991 shares during the period. Doyle Wealth Management’s holdings in DISH Network were […]

Doyle Wealth Management Sells 144,671 Shares of National-Oilwell Varco, Inc. (NOV)

Doyle Wealth Management trimmed its position in shares of National-Oilwell Varco, Inc. (NYSE:NOV) by 33.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 287,043 shares of the oil and gas exploration company’s stock after selling 144,671 shares during […]

Vanguard S&P 500 ETF (VOO) Shares Bought by Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 7.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,789,948 shares of the company’s stock after purchasing an additional 191,833 shares during the period. Vanguard […]

Day & Ennis LLC Has $8.63 Million Position in Vanguard Short-Term Bond ETF (BSV)

Day & Ennis LLC trimmed its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 110,390 shares of the company’s stock after selling 2,137 shares during the quarter. Vanguard Short-Term Bond ETF comprises approximately […]

Caymus Capital Partners L.P. Lowers Stake in Callon Petroleum (CPE)

Caymus Capital Partners L.P. lowered its holdings in Callon Petroleum (NYSE:CPE) by 42.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,658,598 shares of the oil and natural gas company’s stock after selling 1,938,800 shares during the period. Callon Petroleum makes […]

Solaredge Technologies Inc (SEDG) Shares Bought by Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd raised its stake in Solaredge Technologies Inc (NASDAQ:SEDG) by 59.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,228,457 shares of the semiconductor company’s stock after acquiring an additional 457,908 shares during the quarter. […]

Doyle Wealth Management Has $803,000 Position in Zoetis Inc (ZTS)

Doyle Wealth Management lowered its holdings in Zoetis Inc (NYSE:ZTS) by 70.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,426 shares of the company’s stock after selling 22,499 shares during the period. Doyle Wealth Management’s holdings in Zoetis were worth $803,000 at the end […]

Caymus Capital Partners L.P. Sells 25,600 Shares of PDC Energy Inc (PDCE)

Caymus Capital Partners L.P. trimmed its holdings in shares of PDC Energy Inc (NASDAQ:PDCE) by 2.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,271,006 shares of the energy producer’s stock after selling 25,600 shares during the quarter. PDC […]

Canada Pension Plan Investment Board Boosts Position in Praxair, Inc. (PX)

Canada Pension Plan Investment Board increased its position in shares of Praxair, Inc. (NYSE:PX) by 556.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,676,942 shares of the basic materials company’s stock after acquiring an additional 1,421,596 shares during […]