SEC Filing Articles

Coastal Investment Advisors Inc. Acquires 11,912 Shares of AT&T Inc. (NYSE:T)

Coastal Investment Advisors Inc. boosted its position in shares of AT&T Inc. (NYSE:T) by 16.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,787 shares of the technology company’s stock after buying an additional 11,912 shares during the quarter. AT&T accounts for approximately 0.8% […]

Eagle Global Advisors LLC Reduces Stock Holdings in Intel Co. (NASDAQ:INTC)

Eagle Global Advisors LLC lowered its position in Intel Co. (NASDAQ:INTC) by 1.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,916 shares of the chip maker’s stock after selling 225 shares during the quarter. Eagle Global Advisors […]

Coastal Investment Advisors Inc. Acquires 3,197 Shares of Home Depot Inc (NYSE:HD)

Coastal Investment Advisors Inc. lifted its holdings in Home Depot Inc (NYSE:HD) by 56.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,821 shares of the home improvement retailer’s stock after purchasing an additional 3,197 shares during the period. Home Depot accounts for approximately 0.8% […]

Coastal Investment Advisors Inc. Has $882,000 Stake in Raytheon Technologies Co. (NYSE:RTX)

Coastal Investment Advisors Inc. decreased its stake in Raytheon Technologies Co. (NYSE:RTX) by 1.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,323 shares of the company’s stock after selling 285 shares during the quarter. Coastal Investment Advisors Inc.’s holdings in Raytheon […]

Price Wealth LLC Buys 1,386 Shares of Visa Inc (NYSE:V)

Price Wealth LLC boosted its stake in shares of Visa Inc (NYSE:V) by 729.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,576 shares of the credit-card processor’s stock after purchasing an additional 1,386 shares during the period. Price […]

UnitedHealth Group Inc (NYSE:UNH) Shares Acquired by Coastal Investment Advisors Inc.

Coastal Investment Advisors Inc. grew its stake in UnitedHealth Group Inc (NYSE:UNH) by 30.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,309 shares of the healthcare conglomerate’s stock after buying an additional 1,012 shares during the period. Coastal Investment […]

Lowell Blake & Associates Inc. Grows Stock Holdings in Union Pacific Co. (NYSE:UNP)

Lowell Blake & Associates Inc. lifted its position in shares of Union Pacific Co. (NYSE:UNP) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,382 shares of the railroad operator’s stock after purchasing an additional 84 shares during the […]

Price Wealth LLC Has $366,000 Stake in Alphabet Inc. (NASDAQ:GOOGL)

Price Wealth LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 303.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 250 shares of the information services provider’s stock after buying an additional 188 shares during the period. Price Wealth […]

Garland Capital Management Inc. Purchases 148,816 Shares of AT&T Inc. (NYSE:T)

Garland Capital Management Inc. grew its position in shares of AT&T Inc. (NYSE:T) by 133.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 259,982 shares of the technology company’s stock after buying an additional 148,816 shares during the quarter. AT&T accounts for […]

Chatham Capital Group Inc. Has $1.13 Million Stock Holdings in Home Depot Inc (NYSE:HD)

Chatham Capital Group Inc. lowered its stake in Home Depot Inc (NYSE:HD) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,051 shares of the home improvement retailer’s stock after selling 50 shares during the quarter. Chatham Capital Group Inc.’s […]

Pfizer Inc. (NYSE:PFE) Stake Lifted by Garland Capital Management Inc.

Garland Capital Management Inc. lifted its stake in Pfizer Inc. (NYSE:PFE) by 136.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 346,873 shares of the biopharmaceutical company’s stock after purchasing an additional 200,273 shares during the quarter. Pfizer comprises […]

59,886 Shares in Intel Co. (NASDAQ:INTC) Bought by Harbour Investment Management LLC

Harbour Investment Management LLC acquired a new position in shares of Intel Co. (NASDAQ:INTC) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 59,886 shares of the chip maker’s stock, valued at approximately $3,101,000. Intel comprises approximately 1.9% of Harbour Investment Management LLC’s […]

33,128 Shares in Abbott Laboratories (NYSE:ABT) Acquired by Harbour Investment Management LLC

Harbour Investment Management LLC bought a new position in shares of Abbott Laboratories (NYSE:ABT) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 33,128 shares of the healthcare product maker’s stock, valued at approximately $3,605,000. Abbott Laboratories comprises about 2.2% of Harbour Investment Management LLC’s portfolio, […]

Hochman Cole Investment Advisors Inc. Has $620,000 Stock Position in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Hochman Cole Investment Advisors Inc. lowered its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 1.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,826 shares of the exchange traded fund’s stock after selling 141 shares during the period. Hochman […]

Facebook, Inc. (NASDAQ:FB) Shares Sold by Hochman Cole Investment Advisors Inc.

Hochman Cole Investment Advisors Inc. lessened its position in Facebook, Inc. (NASDAQ:FB) by 5.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,248 shares of the social networking company’s stock after selling 141 shares during the period. Hochman […]

Verizon Communications Inc. (NYSE:VZ) Shares Bought by Hochman Cole Investment Advisors Inc.

Hochman Cole Investment Advisors Inc. boosted its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 7.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,979 shares of the cell phone carrier’s stock after buying an additional 1,383 shares during […]

Sunflower Bank NA Wealth Management Buys 2,531 Shares of iShares S&P 500 ETF (NYSEARCA:IVV)

Sunflower Bank NA Wealth Management grew its stake in iShares S&P 500 ETF (NYSEARCA:IVV) by 34.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,916 shares of the company’s stock after acquiring an additional 2,531 shares during the period. iShares S&P […]

Sunflower Bank NA Wealth Management Sells 525 Shares of Union Pacific Co. (NYSE:UNP)

Sunflower Bank NA Wealth Management cut its holdings in shares of Union Pacific Co. (NYSE:UNP) by 9.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,920 shares of the railroad operator’s stock after selling 525 shares during the quarter. Sunflower Bank […]

Obermeyer Wood Investment Counsel Lllp Boosts Stock Position in UnitedHealth Group Inc (NYSE:UNH)

Obermeyer Wood Investment Counsel Lllp boosted its holdings in UnitedHealth Group Inc (NYSE:UNH) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 125,540 shares of the healthcare conglomerate’s stock after purchasing an additional 853 shares during the period. UnitedHealth Group […]

7,780 Shares in UnitedHealth Group Inc (NYSE:UNH) Bought by Harbour Investment Management LLC

Harbour Investment Management LLC bought a new position in UnitedHealth Group Inc (NYSE:UNH) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 7,780 shares of the healthcare conglomerate’s stock, valued at approximately $2,426,000. UnitedHealth Group accounts for about 1.5% of Harbour Investment Management LLC’s […]

Obermeyer Wood Investment Counsel Lllp Sells 193,269 Shares of NIKE, Inc. (NYSE:NKE)

Obermeyer Wood Investment Counsel Lllp lowered its stake in shares of NIKE, Inc. (NYSE:NKE) by 47.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 211,498 shares of the footwear maker’s stock after selling 193,269 shares during the quarter. NIKE comprises approximately 2.0% of Obermeyer […]

Garland Capital Management Inc. Has $9.19 Million Stock Holdings in 3M (NYSE:MMM)

Garland Capital Management Inc. grew its holdings in 3M (NYSE:MMM) by 131.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 57,395 shares of the conglomerate’s stock after buying an additional 32,590 shares during the quarter. 3M comprises approximately 3.5% of Garland Capital Management Inc.’s portfolio, making the stock its 13th largest holding. Garland […]

Copeland Capital Management LLC Cuts Position in Home Depot Inc (NYSE:HD)

Copeland Capital Management LLC lessened its stake in Home Depot Inc (NYSE:HD) by 1.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,628 shares of the home improvement retailer’s stock after selling 277 shares during the quarter. Copeland Capital Management LLC’s holdings […]

Renaissance Investment Group LLC Sells 13 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Renaissance Investment Group LLC decreased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 0.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 4,608 shares of the information services provider’s stock after selling 13 shares during the quarter. Alphabet makes up about 2.2% of Renaissance Investment Group LLC’s investment portfolio, making the stock its 18th […]

Monarch Capital Management Inc. Sells 13 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Monarch Capital Management Inc. decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 1.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 828 shares of the information services provider’s stock after selling 13 shares during the quarter. Monarch Capital Management Inc.’s […]

Harbour Investment Management LLC Invests $2.48 Million in The Procter & Gamble Company (NYSE:PG)

Harbour Investment Management LLC bought a new position in shares of The Procter & Gamble Company (NYSE:PG) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 17,832 shares of the company’s stock, valued at approximately $2,478,000. The Procter & Gamble accounts for approximately 1.5% of Harbour Investment […]

Obermeyer Wood Investment Counsel Lllp Has $608,000 Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Obermeyer Wood Investment Counsel Lllp lifted its position in shares of Verizon Communications Inc. (NYSE:VZ) by 55.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,220 shares of the cell phone carrier’s stock after purchasing an additional 3,664 shares during the period. Obermeyer […]

Lockheed Martin Co. (NYSE:LMT) Position Boosted by Coastal Investment Advisors Inc.

Coastal Investment Advisors Inc. grew its holdings in shares of Lockheed Martin Co. (NYSE:LMT) by 27.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,166 shares of the aerospace company’s stock after purchasing an additional 688 shares during the period. Coastal Investment Advisors Inc.’s holdings in Lockheed Martin were worth $1,214,000 at the end […]

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Sold by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,457 shares of the wireless technology company’s stock after selling 10,940 shares during the quarter. QUALCOMM makes […]

Sunflower Bank NA Wealth Management Sells 2,195 Shares of United Parcel Service, Inc. (NYSE:UPS)

Sunflower Bank NA Wealth Management cut its holdings in United Parcel Service, Inc. (NYSE:UPS) by 24.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,932 shares of the transportation company’s stock after selling 2,195 shares during the period. […]

Sunflower Bank NA Wealth Management Lowers Position in Facebook, Inc. (NASDAQ:FB)

Sunflower Bank NA Wealth Management trimmed its stake in Facebook, Inc. (NASDAQ:FB) by 23.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,825 shares of the social networking company’s stock after selling 1,150 shares during the quarter. Sunflower Bank NA Wealth Management’s holdings in […]

Target Co. (NYSE:TGT) Shares Sold by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management lessened its position in shares of Target Co. (NYSE:TGT) by 9.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,575 shares of the retailer’s stock after selling 1,200 shares during the period. Target comprises 0.6% of Sunflower Bank […]

Price Wealth LLC Sells 292 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Price Wealth LLC decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 6.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,504 shares of the company’s stock after selling 292 shares during the period. Price Wealth LLC’s holdings in PepsiCo were worth $624,000 […]

Coastal Investment Advisors Inc. Has $2.10 Million Stock Holdings in Visa Inc (NYSE:V)

Coastal Investment Advisors Inc. lifted its holdings in shares of Visa Inc (NYSE:V) by 5.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,490 shares of the credit-card processor’s stock after buying an additional 496 shares during the period. Visa […]

Harbour Investment Management LLC Acquires Shares of 1,297 Union Pacific Co. (NYSE:UNP)

Harbour Investment Management LLC acquired a new stake in shares of Union Pacific Co. (NYSE:UNP) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,297 shares of the railroad operator’s stock, valued at approximately $255,000. A number of other hedge funds and other institutional investors […]

Harbour Investment Management LLC Buys Shares of 17,459 PepsiCo, Inc. (NASDAQ:PEP)

Harbour Investment Management LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 17,459 shares of the company’s stock, valued at approximately $2,420,000. PepsiCo accounts for about 1.5% of […]

Harbour Investment Management LLC Makes New Investment in The Walt Disney Company (NYSE:DIS)

Harbour Investment Management LLC purchased a new position in shares of The Walt Disney Company (NYSE:DIS) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 25,481 shares of the entertainment giant’s stock, valued at approximately $3,162,000. The Walt Disney makes up […]

Harbour Investment Management LLC Invests $2.87 Million in Automatic Data Processing (NASDAQ:ADP)

Harbour Investment Management LLC purchased a new position in shares of Automatic Data Processing (NASDAQ:ADP) during the third quarter, HoldingsChannel.com reports. The fund purchased 20,566 shares of the business services provider’s stock, valued at approximately $2,869,000. Automatic Data Processing accounts for approximately 1.8% of Harbour Investment Management LLC’s holdings, making the stock its 21st largest […]

Obermeyer Wood Investment Counsel Lllp Invests $207,000 in AT&T Inc. (NYSE:T)

Obermeyer Wood Investment Counsel Lllp acquired a new stake in AT&T Inc. (NYSE:T) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 7,260 shares of the technology company’s stock, valued at approximately $207,000. Other large investors have also recently modified their holdings of the company. […]

Eagle Global Advisors LLC Sells 1,805 Shares of The Walt Disney Company (NYSE:DIS)

Eagle Global Advisors LLC cut its holdings in shares of The Walt Disney Company (NYSE:DIS) by 3.0% during the third quarter, Holdings Channel.com reports. The firm owned 57,982 shares of the entertainment giant’s stock after selling 1,805 shares during the period. Eagle Global Advisors LLC’s holdings in The Walt Disney were worth $7,194,000 as of […]

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Hochman Cole Investment Advisors Inc.

Hochman Cole Investment Advisors Inc. cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,694 shares of the exchange traded fund’s stock after selling 469 shares during the period. iShares Russell 2000 ETF makes up […]

Hochman Cole Investment Advisors Inc. Has $3.17 Million Holdings in Abbott Laboratories (NYSE:ABT)

Hochman Cole Investment Advisors Inc. raised its holdings in shares of Abbott Laboratories (NYSE:ABT) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,131 shares of the healthcare product maker’s stock after buying an additional 99 shares during […]

Monarch Capital Management Inc. Has $6.05 Million Stake in Intel Co. (NASDAQ:INTC)

Monarch Capital Management Inc. decreased its position in Intel Co. (NASDAQ:INTC) by 1.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 116,923 shares of the chip maker’s stock after selling 1,629 shares during the period. Intel comprises about 2.1% of Monarch Capital Management Inc.’s investment portfolio, […]

Sunflower Bank NA Wealth Management Decreases Position in iShares US Preferred Stock ETF (NASDAQ:PFF)

Sunflower Bank NA Wealth Management cut its holdings in iShares US Preferred Stock ETF (NASDAQ:PFF) by 23.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,095 shares of the company’s stock after selling 6,918 shares during the period. Sunflower Bank NA Wealth […]

Obermeyer Wood Investment Counsel Lllp Has $1.72 Million Stock Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Obermeyer Wood Investment Counsel Lllp cut its position in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 8.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 108,746 shares of the oil and gas producer’s stock after selling 10,167 shares during the period. Obermeyer […]

GW Henssler & Associates Ltd. Acquires 1,311 Shares of CVS Health Corp (NYSE:CVS)

GW Henssler & Associates Ltd. lifted its holdings in shares of CVS Health Corp (NYSE:CVS) by 0.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 315,482 shares of the pharmacy operator’s stock after purchasing an additional 1,311 shares during the period. CVS Health comprises […]

Hochman Cole Investment Advisors Inc. Has $11.03 Million Stake in Invesco QQQ Trust (NASDAQ:QQQ)

Hochman Cole Investment Advisors Inc. grew its position in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 10.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 39,714 shares of the exchange traded fund’s stock after buying an additional 3,711 shares during the quarter. Invesco QQQ Trust comprises about 5.4% of Hochman Cole Investment Advisors Inc.’s […]

Price Wealth LLC Buys 958 Shares of Mastercard Incorporated (NYSE:MA)

Price Wealth LLC increased its stake in shares of Mastercard Incorporated (NYSE:MA) by 1,680.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,015 shares of the credit services provider’s stock after buying an additional 958 shares during the period. Price Wealth LLC’s holdings in Mastercard were […]

Renaissance Investment Group LLC Cuts Stock Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

Renaissance Investment Group LLC lowered its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 2.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,847 shares of the exchange traded fund’s stock after selling 45 shares during the quarter. Renaissance Investment Group LLC’s holdings […]

Price Wealth LLC Raises Stock Position in Verizon Communications Inc. (NYSE:VZ)

Price Wealth LLC raised its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 234.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,832 shares of the cell phone carrier’s stock after buying an additional 2,686 shares during the period. Price […]