SEC Filing Articles

Perennial Investment Advisors LLC Invests $499,000 in Invesco BulletShares 2022 High Yield Corporate Bond ETF (NYSEARCA:BSJM)

Perennial Investment Advisors LLC bought a new position in shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF (NYSEARCA:BSJM) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 20,396 shares of the company’s stock, valued at approximately $499,000. […]

6,768 Shares in PepsiCo, Inc. (NASDAQ:PEP) Bought by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 6,768 shares of the company’s stock, valued at approximately $926,000. A number of other institutional investors and hedge funds have also […]

Perennial Investment Advisors LLC Buys Shares of 2,293 Mastercard Inc (NYSE:MA)

Perennial Investment Advisors LLC bought a new position in shares of Mastercard Inc (NYSE:MA) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,293 shares of the credit services provider’s stock, valued at approximately $685,000. Other hedge funds and other institutional investors […]

Perennial Investment Advisors LLC Acquires Shares of 32,669 JPMorgan Ultra-Short Income ETF (BATS:JPST)

Perennial Investment Advisors LLC acquired a new stake in JPMorgan Ultra-Short Income ETF (BATS:JPST) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 32,669 shares of the company’s stock, valued at approximately $1,648,000. JPMorgan Ultra-Short Income ETF accounts for about […]

Perennial Investment Advisors LLC Purchases New Position in VictoryShares US 500 Volatility Wtd ETF (NASDAQ:CFA)

Perennial Investment Advisors LLC acquired a new position in VictoryShares US 500 Volatility Wtd ETF (NASDAQ:CFA) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 19,639 shares of the company’s stock, valued at approximately $1,108,000. VictoryShares US 500 Volatility Wtd ETF comprises about 0.9% of Perennial Investment Advisors LLC’s investment portfolio, making the stock its […]

Perennial Investment Advisors LLC Takes Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Perennial Investment Advisors LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,732 shares of the company’s stock, valued at approximately $357,000. Other hedge funds and other institutional investors […]

Perennial Investment Advisors LLC Invests $339,000 in Booking Holdings Inc. (NASDAQ:BKNG)

Perennial Investment Advisors LLC purchased a new position in Booking Holdings Inc. (NASDAQ:BKNG) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 166 shares of the business services provider’s stock, valued at approximately $339,000. Several other institutional investors and hedge funds have also recently […]

Perennial Investment Advisors LLC Takes $460,000 Position in Vanguard Total Bond Market ETF (NYSEARCA:BND)

Perennial Investment Advisors LLC acquired a new position in shares of Vanguard Total Bond Market ETF (NYSEARCA:BND) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 5,487 shares of the company’s stock, valued at approximately $460,000. Other large investors have also added to or reduced […]

Perennial Investment Advisors LLC Takes Position in First Trust Capital Strength ETF (NASDAQ:FTCS)

Perennial Investment Advisors LLC purchased a new position in shares of First Trust Capital Strength ETF (NASDAQ:FTCS) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 98,467 shares of the company’s stock, valued at approximately $5,943,000. First Trust Capital Strength ETF makes up about 4.7% of Perennial Investment Advisors LLC’s portfolio, making the […]

Stonebridge Financial Planning Group LLC Invests $874,000 in iShares Global Tech ETF (NYSEARCA:IXN)

Stonebridge Financial Planning Group LLC bought a new stake in shares of iShares Global Tech ETF (NYSEARCA:IXN) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,153 shares of the company’s stock, valued at approximately $874,000. Other institutional investors and hedge funds […]

Stonebridge Financial Planning Group LLC Takes $551,000 Position in First Trust Managed Municipal ETF (NASDAQ:FMB)

Stonebridge Financial Planning Group LLC bought a new position in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 9,925 shares of the company’s stock, valued at approximately $551,000. Several other large investors have also […]

Stonebridge Financial Planning Group LLC Invests $244,000 in Verizon Communications Inc. (NYSE:VZ)

Stonebridge Financial Planning Group LLC purchased a new position in shares of Verizon Communications Inc. (NYSE:VZ) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,980 shares of the cell phone carrier’s stock, valued at approximately $244,000. Other hedge funds and other institutional investors have also […]

Stonebridge Financial Planning Group LLC Takes Position in Darden Restaurants, Inc. (NYSE:DRI)

Stonebridge Financial Planning Group LLC purchased a new stake in Darden Restaurants, Inc. (NYSE:DRI) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,800 shares of the restaurant operator’s stock, valued at approximately $196,000. Other institutional investors have also recently added to or reduced their stakes in the company. Quadrant Capital Group LLC […]

Stonebridge Financial Planning Group LLC Buys New Shares in L3Harris (NYSE:LHX)

Stonebridge Financial Planning Group LLC purchased a new stake in shares of L3Harris (NYSE:LHX) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 8,766 shares of the company’s stock, valued at approximately $1,735,000. L3Harris accounts for approximately 1.6% of Stonebridge […]

3,235 Shares in SPDR S&P Semiconductor ETF (NYSEARCA:XSD) Purchased by Stonebridge Financial Planning Group LLC

Stonebridge Financial Planning Group LLC purchased a new position in shares of SPDR S&P Semiconductor ETF (NYSEARCA:XSD) during the fourth quarter, HoldingsChannel reports. The firm purchased 3,235 shares of the company’s stock, valued at approximately $343,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. Advisory Services […]

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Bought by Schnieders Capital Management LLC

Schnieders Capital Management LLC grew its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,187 shares of the exchange traded fund’s stock after purchasing an additional 100 shares during the period. […]

Bank of New York Mellon Corp (NYSE:BK) Shares Sold by Schnieders Capital Management LLC

Schnieders Capital Management LLC lessened its position in Bank of New York Mellon Corp (NYSE:BK) by 4.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 8,213 shares of the bank’s stock after selling 400 shares during the quarter. Schnieders Capital Management LLC’s holdings in Bank of New York Mellon were worth $413,000 […]

Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Schnieders Capital Management LLC

Schnieders Capital Management LLC cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 8.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 8,415 shares of the exchange traded fund’s stock after selling 800 shares during the quarter. Schnieders Capital Management LLC’s holdings in Vanguard Real Estate ETF were worth $781,000 as […]

Schnieders Capital Management LLC Increases Stake in International Paper Co (NYSE:IP)

Schnieders Capital Management LLC lifted its holdings in shares of International Paper Co (NYSE:IP) by 17.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,325 shares of the basic materials company’s stock after buying an additional 1,075 shares during the quarter. Schnieders Capital Management LLC’s holdings in International Paper were worth $337,000 at […]

Schnieders Capital Management LLC Boosts Holdings in Store Capital Corp (NYSE:STOR)

Schnieders Capital Management LLC boosted its stake in Store Capital Corp (NYSE:STOR) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,630 shares of the real estate investment trust’s stock after acquiring an additional 1,050 shares during the period. Schnieders Capital Management LLC’s […]

American Water Works Company Inc (NYSE:AWK) Shares Purchased by Schnieders Capital Management LLC

Schnieders Capital Management LLC raised its position in American Water Works Company Inc (NYSE:AWK) by 1.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,315 shares of the utilities provider’s stock after purchasing an additional 145 shares during the quarter. Schnieders […]

Summit Place Financial Advisors LLC Makes New Investment in Manitowoc Company Inc (NYSE:MTW)

Summit Place Financial Advisors LLC acquired a new position in Manitowoc Company Inc (NYSE:MTW) in the 4th quarter, Holdings Channel.com reports. The firm acquired 22,200 shares of the industrial products company’s stock, valued at approximately $389,000. A number of other institutional investors have also added to or reduced their stakes in MTW. Victory Capital Management […]

PepsiCo, Inc. (NASDAQ:PEP) Position Increased by Schnieders Capital Management LLC

Schnieders Capital Management LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 2.7% during the fourth quarter, Holdings Channel reports. The firm owned 36,864 shares of the company’s stock after acquiring an additional 975 shares during the quarter. PepsiCo comprises 1.8% of Schnieders Capital Management LLC’s portfolio, making the stock its 14th largest […]

Summit Place Financial Advisors LLC Makes New Investment in Ventas, Inc. (NYSE:VTR)

Summit Place Financial Advisors LLC purchased a new position in Ventas, Inc. (NYSE:VTR) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 13,275 shares of the real estate investment trust’s stock, valued at approximately $766,000. Other hedge funds and other institutional […]

Schnieders Capital Management LLC Grows Holdings in Duke Energy Corp (NYSE:DUK)

Schnieders Capital Management LLC raised its holdings in shares of Duke Energy Corp (NYSE:DUK) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,479 shares of the utilities provider’s stock after purchasing an additional 3,513 shares during the […]

Schnieders Capital Management LLC Increases Stock Holdings in Union Pacific Co. (NYSE:UNP)

Schnieders Capital Management LLC increased its position in Union Pacific Co. (NYSE:UNP) by 9.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 11,129 shares of the railroad operator’s stock after acquiring an additional 987 shares during the quarter. Schnieders Capital Management LLC’s holdings in Union Pacific were worth $2,012,000 at the end of […]

Summit Place Financial Advisors LLC Purchases Shares of 18,324 Starbucks Co. (NASDAQ:SBUX)

Summit Place Financial Advisors LLC purchased a new position in Starbucks Co. (NASDAQ:SBUX) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 18,324 shares of the coffee company’s stock, valued at approximately $1,611,000. Starbucks makes up approximately 2.6% of Summit Place Financial Advisors LLC’s holdings, making the stock its 18th largest holding. Other institutional investors […]

Summit Place Financial Advisors LLC Purchases New Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Summit Place Financial Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 30,925 shares of the exchange traded fund’s stock, valued at approximately $2,593,000. iShares Core S&P Small-Cap ETF accounts for approximately 4.1% of Summit Place Financial Advisors LLC’s portfolio, making the […]

PDS Planning Inc Makes New $214,000 Investment in UnitedHealth Group Inc (NYSE:UNH)

PDS Planning Inc acquired a new position in shares of UnitedHealth Group Inc (NYSE:UNH) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 727 shares of the healthcare conglomerate’s stock, valued at approximately $214,000. Several other hedge funds and other institutional […]

Pinnacle Wealth Planning Services Inc. Raises Stock Holdings in Chubb Ltd (NYSE:CB)

Pinnacle Wealth Planning Services Inc. raised its holdings in shares of Chubb Ltd (NYSE:CB) by 12.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,229 shares of the financial services provider’s stock after purchasing an additional 361 shares during the […]

Texas Instruments Incorporated (NASDAQ:TXN) Holdings Boosted by Pinnacle Wealth Planning Services Inc.

Pinnacle Wealth Planning Services Inc. raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 10.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,615 shares of the semiconductor company’s stock after purchasing an additional 451 shares during the […]

Pinnacle Wealth Planning Services Inc. Increases Stake in Oracle Co. (NYSE:ORCL)

Pinnacle Wealth Planning Services Inc. boosted its stake in Oracle Co. (NYSE:ORCL) by 47.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,726 shares of the enterprise software provider’s stock after purchasing an additional 2,796 shares during the period. Pinnacle Wealth Planning Services […]

Stockman Wealth Management Inc. Sells 2,468 Shares of Kraft Heinz Co (NASDAQ:KHC)

Stockman Wealth Management Inc. lowered its stake in Kraft Heinz Co (NASDAQ:KHC) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 119,034 shares of the company’s stock after selling 2,468 shares during the quarter. Kraft Heinz makes up 1.4% […]

Stockman Wealth Management Inc. Lowers Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Stockman Wealth Management Inc. reduced its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 4.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,532 shares of the company’s stock after selling 128 shares during the period. Stockman Wealth Management Inc.’s holdings in iShares Core S&P Mid-Cap ETF were worth $521,000 […]

Stockman Wealth Management Inc. Acquires 656 Shares of Mcdonald’s Corp (NYSE:MCD)

Stockman Wealth Management Inc. increased its holdings in shares of Mcdonald’s Corp (NYSE:MCD) by 21.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,760 shares of the fast-food giant’s stock after purchasing an additional 656 shares during the quarter. […]

Stockman Wealth Management Inc. Lowers Position in Abbott Laboratories (NYSE:ABT)

Stockman Wealth Management Inc. reduced its stake in Abbott Laboratories (NYSE:ABT) by 2.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 13,913 shares of the healthcare product maker’s stock after selling 335 shares during the quarter. Stockman Wealth Management Inc.’s holdings in Abbott Laboratories […]

Stockman Wealth Management Inc. Purchases 4,552 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Stockman Wealth Management Inc. increased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 25.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 22,487 shares of the company’s stock after buying an additional 4,552 shares during the period. Stockman Wealth Management Inc.’s holdings in Schwab […]

Stockman Wealth Management Inc. Sells 4,990 Shares of Vericity (NASDAQ:VERY)

Stockman Wealth Management Inc. reduced its position in Vericity (NASDAQ:VERY) by 13.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 32,182 shares of the company’s stock after selling 4,990 shares during the quarter. Stockman Wealth Management Inc.’s holdings in Vericity were worth $405,000 at the end of the most recent reporting period. […]

Pinnacle Wealth Planning Services Inc. Has $8.88 Million Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Pinnacle Wealth Planning Services Inc. lessened its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 23.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 254,439 shares of the company’s stock after selling 76,127 shares during the period. SPDR Portfolio S&P […]

Pinnacle Wealth Planning Services Inc. Boosts Stake in The Coca-Cola Co (NYSE:KO)

Pinnacle Wealth Planning Services Inc. raised its position in The Coca-Cola Co (NYSE:KO) by 13.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 15,965 shares of the company’s stock after purchasing an additional 1,839 shares during the period. Pinnacle Wealth Planning Services Inc.’s holdings in The Coca-Cola were worth $883,000 at the end of […]

Pinnacle Wealth Planning Services Inc. Buys 3,456 Shares of Verizon Communications Inc. (NYSE:VZ)

Pinnacle Wealth Planning Services Inc. boosted its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 28.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,742 shares of the cell phone carrier’s stock after acquiring an additional 3,456 shares during […]

Pinnacle Wealth Planning Services Inc. Trims Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Pinnacle Wealth Planning Services Inc. trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,451 shares of the company’s stock after selling 508 shares during the period. iShares Core S&P 500 ETF accounts for about 0.7% of Pinnacle Wealth Planning Services Inc.’s […]

SPDR DoubleLine Emerging Markets Fixed Income ETF (BATS:EMTL) Shares Sold by Pinnacle Wealth Planning Services Inc.

Pinnacle Wealth Planning Services Inc. lowered its stake in SPDR DoubleLine Emerging Markets Fixed Income ETF (BATS:EMTL) by 15.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,274 shares of the company’s stock after selling 8,970 shares during the period. SPDR […]

Pinnacle Wealth Planning Services Inc. Acquires 595 Shares of Honeywell International Inc. (NYSE:HON)

Pinnacle Wealth Planning Services Inc. increased its holdings in shares of Honeywell International Inc. (NYSE:HON) by 17.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,039 shares of the conglomerate’s stock after purchasing an additional 595 shares during the period. Pinnacle Wealth Planning […]

Unilever NV (NYSE:UN) Shares Acquired by Stockman Wealth Management Inc.

Stockman Wealth Management Inc. increased its holdings in Unilever NV (NYSE:UN) by 1.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 48,423 shares of the company’s stock after acquiring an additional 740 shares during the quarter. Stockman Wealth Management Inc.’s holdings in Unilever […]

Stockman Wealth Management Inc. Acquires 8,052 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Stockman Wealth Management Inc. grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 104,315 shares of the network equipment provider’s stock after purchasing an additional 8,052 shares during the quarter. Cisco Systems makes up approximately […]

499,941 Shares in Focus Financial Partners Inc (NASDAQ:FOCS) Acquired by WCM Investment Management LLC

WCM Investment Management LLC bought a new position in shares of Focus Financial Partners Inc (NASDAQ:FOCS) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 499,941 shares of the company’s stock, valued at approximately $14,733,000. A number of other hedge funds and […]

WCM Investment Management LLC Has $6.89 Million Stock Position in MSA Safety Inc (NYSE:MSA)

WCM Investment Management LLC increased its stake in MSA Safety Inc (NYSE:MSA) by 337.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,545 shares of the industrial products company’s stock after acquiring an additional 42,079 shares during the quarter. WCM […]

SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) Shares Acquired by Stockman Wealth Management Inc.

Stockman Wealth Management Inc. boosted its position in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) by 5.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 304,278 shares of the company’s stock after acquiring an additional 17,006 shares during the period. SPDR Portfolio Short Term Corporate Bond ETF comprises approximately 3.3% […]

WCM Investment Management LLC Has $10.32 Million Stock Position in Hemisphere Media Group Inc (NASDAQ:HMTV)

WCM Investment Management LLC increased its holdings in shares of Hemisphere Media Group Inc (NASDAQ:HMTV) by 20.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 694,963 shares of the company’s stock after purchasing an additional 119,197 shares during the period. WCM Investment Management […]