SEC Filing Articles

Adams Chetwood Wealth Management LLC Increases Position in Exxon Mobil Co. (NYSE:XOM)

Adams Chetwood Wealth Management LLC boosted its position in Exxon Mobil Co. (NYSE:XOM) by 75.9% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 11,623 shares of the oil and gas company’s stock after acquiring an additional 5,015 shares during the period. Adams Chetwood Wealth Management LLC’s holdings […]

Smart Portfolios LLC Has $1.31 Million Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Smart Portfolios LLC boosted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 16.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 39,068 shares of the exchange traded fund’s stock after acquiring an additional 5,635 shares during the quarter. Vanguard FTSE […]

Pinnacle Associates Ltd. Has $31.34 Million Stock Holdings in Facebook, Inc. (NASDAQ:FB)

Pinnacle Associates Ltd. cut its stake in Facebook, Inc. (NASDAQ:FB) by 0.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 187,885 shares of the social networking company’s stock after selling 51 shares during the quarter. Facebook makes up 1.0% of Pinnacle Associates Ltd.’s portfolio, […]

UnitedHealth Group Inc (NYSE:UNH) Shares Acquired by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. raised its holdings in shares of UnitedHealth Group Inc (NYSE:UNH) by 1.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 56,429 shares of the healthcare conglomerate’s stock after acquiring an additional 667 shares during the period. Pinnacle […]

Pinnacle Associates Ltd. Acquires 2,594 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Pinnacle Associates Ltd. grew its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 1.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 202,172 shares of the biopharmaceutical company’s stock after purchasing an additional 2,594 shares during the quarter. Pinnacle Associates Ltd.’s holdings in […]

Lowe’s Companies, Inc. (NYSE:LOW) Holdings Cut by Fairfield Bush & CO.

Fairfield Bush & CO. decreased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 7.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 66,131 shares of the home improvement retailer’s stock after selling 5,529 shares during the period. Lowe’s Companies comprises approximately […]

Fairfield Bush & CO. Increases Stock Holdings in Honeywell International Inc. (NYSE:HON)

Fairfield Bush & CO. lifted its stake in Honeywell International Inc. (NYSE:HON) by 21.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 18,429 shares of the conglomerate’s stock after purchasing an additional 3,300 shares during the quarter. Honeywell International comprises 1.0% of Fairfield […]

Fairfield Bush & CO. Cuts Stock Holdings in Walt Disney Co (NYSE:DIS)

Fairfield Bush & CO. decreased its holdings in shares of Walt Disney Co (NYSE:DIS) by 0.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,777 shares of the entertainment giant’s stock after selling 100 shares during the quarter. Fairfield Bush & […]

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Position Decreased by Fairfield Bush & CO.

Fairfield Bush & CO. decreased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 14.3% in the 1st quarter, HoldingsChannel.com reports. The firm owned 5,391 shares of the company’s stock after selling 901 shares during the period. Fairfield Bush & CO.’s holdings in Vanguard Total Stock Market ETF were worth $695,000 at […]

Fairfield Bush & CO. Lowers Position in Kimberly Clark Corp (NYSE:KMB)

Fairfield Bush & CO. lessened its holdings in Kimberly Clark Corp (NYSE:KMB) by 9.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,732 shares of the company’s stock after selling 300 shares during the quarter. Fairfield Bush & CO.’s holdings […]

Fairfield Bush & CO. Takes $234,000 Position in United Parcel Service, Inc. (NYSE:UPS)

Fairfield Bush & CO. acquired a new stake in United Parcel Service, Inc. (NYSE:UPS) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,500 shares of the transportation company’s stock, valued at approximately $234,000. Several other hedge funds have also added to or reduced […]

Fairfield Bush & CO. Grows Stake in Intel Co. (NASDAQ:INTC)

Fairfield Bush & CO. lifted its position in Intel Co. (NASDAQ:INTC) by 6.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,741 shares of the chip maker’s stock after buying an additional 409 shares during the period. Fairfield Bush & […]

Fairfield Bush & CO. Reduces Stake in Mastercard Inc (NYSE:MA)

Fairfield Bush & CO. trimmed its stake in Mastercard Inc (NYSE:MA) by 4.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,280 shares of the credit services provider’s stock after selling 65 shares during the quarter. Fairfield Bush & […]

WMS Partners LLC Sells 3,906 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

WMS Partners LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.1% during the first quarter, Holdings Channel.com reports. The fund owned 60,231 shares of the network equipment provider’s stock after selling 3,906 shares during the period. Cisco Systems accounts for 0.7% of WMS Partners LLC’s holdings, making the stock its 29th largest holding. […]

GM Advisory Group Inc. Takes $342,000 Position in Dominion Energy Inc (NYSE:D)

GM Advisory Group Inc. acquired a new stake in shares of Dominion Energy Inc (NYSE:D) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 4,733 shares of the utilities provider’s stock, valued at approximately $342,000. Several other institutional investors and hedge […]

GM Advisory Group Inc. Purchases Shares of 17,363 Philip Morris International Inc. (NYSE:PM)

GM Advisory Group Inc. purchased a new stake in Philip Morris International Inc. (NYSE:PM) during the 1st quarter, HoldingsChannel reports. The fund purchased 17,363 shares of the company’s stock, valued at approximately $1,267,000. Several other large investors have also added to or reduced their stakes in PM. Parallel Advisors LLC increased its position in shares […]

Canadian National Railway (NYSE:CNI) is Scheer Rowlett & Associates Investment Management Ltd.’s 5th Largest Position

Scheer Rowlett & Associates Investment Management Ltd. lowered its holdings in shares of Canadian National Railway (NYSE:CNI) (TSE:CNR) by 12.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 833,021 shares of the transportation company’s stock after selling 121,595 shares during the quarter. Canadian […]

GM Advisory Group Inc. Acquires 50 Shares of Home Depot Inc (NYSE:HD)

GM Advisory Group Inc. increased its holdings in shares of Home Depot Inc (NYSE:HD) by 2.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,237 shares of the home improvement retailer’s stock after buying an additional 50 shares […]

Alibaba Group Holding Ltd (NYSE:BABA) Shares Purchased by Federated Hermes Inc.

Federated Hermes Inc. grew its holdings in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 5.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,422,524 shares of the specialty retailer’s stock after acquiring an additional 311,931 shares during the quarter. […]

Bokf Na Grows Stock Holdings in Adobe Inc (NASDAQ:ADBE)

Bokf Na grew its stake in Adobe Inc (NASDAQ:ADBE) by 3.1% during the first quarter, Holdings Channel.com reports. The fund owned 31,973 shares of the software company’s stock after purchasing an additional 972 shares during the quarter. Bokf Na’s holdings in Adobe were worth $10,175,000 at the end of the most recent quarter. Other large […]

Duke Energy Corp (NYSE:DUK) Shares Sold by Federated Hermes Inc.

Federated Hermes Inc. cut its holdings in Duke Energy Corp (NYSE:DUK) by 18.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,992,369 shares of the utilities provider’s stock after selling 1,164,668 shares during the period. Duke Energy accounts for about 1.2% of Federated Hermes Inc.’s […]

Adams Chetwood Wealth Management LLC Purchases 2,475 Shares of 3M Co (NYSE:MMM)

Adams Chetwood Wealth Management LLC boosted its holdings in shares of 3M Co (NYSE:MMM) by 144.7% during the 1st quarter, Holdings Channel reports. The fund owned 4,185 shares of the conglomerate’s stock after buying an additional 2,475 shares during the period. Adams Chetwood Wealth Management LLC’s holdings in 3M were worth $622,000 as of its […]

Federated Hermes Inc. Boosts Position in Coca-Cola Co (The) (NYSE:KO)

Federated Hermes Inc. raised its stake in shares of Coca-Cola Co (The) (NYSE:KO) by 15.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,906,253 shares of the company’s stock after buying an additional 1,224,072 shares during the quarter. Coca-Cola comprises 1.2% of Federated […]

GM Advisory Group Inc. Buys Shares of 43,908 QUALCOMM, Inc. (NASDAQ:QCOM)

GM Advisory Group Inc. purchased a new position in shares of QUALCOMM, Inc. (NASDAQ:QCOM) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 43,908 shares of the wireless technology company’s stock, valued at approximately $2,970,000. QUALCOMM makes up about 0.8% of GM Advisory Group […]

SPDR Gold Shares (NYSEARCA:GLD) is GM Advisory Group Inc.’s 7th Largest Position

GM Advisory Group Inc. decreased its position in SPDR Gold Shares (NYSEARCA:GLD) by 6.6% in the first quarter, HoldingsChannel.com reports. The fund owned 115,198 shares of the exchange traded fund’s stock after selling 8,080 shares during the period. SPDR Gold Shares comprises approximately 4.6% of GM Advisory Group Inc.’s investment portfolio, making the stock its […]

QUALCOMM, Inc. (NASDAQ:QCOM) Shares Bought by Oak Ridge Investments LLC

Oak Ridge Investments LLC grew its holdings in shares of QUALCOMM, Inc. (NASDAQ:QCOM) by 331.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 83,679 shares of the wireless technology company’s stock after purchasing an additional 64,306 shares during the quarter. […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) is Cambridge Associates LLC MA ADV’s 2nd Largest Position

Cambridge Associates LLC MA ADV grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 210.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 815,258 shares of the company’s stock after buying an additional 552,413 shares during the period. […]

Cambridge Associates LLC MA ADV Decreases Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

Cambridge Associates LLC MA ADV lowered its position in SPDR Gold Shares (NYSEARCA:GLD) by 31.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 312,512 shares of the exchange traded fund’s stock after selling 141,503 shares during the quarter. SPDR Gold Shares comprises […]

115,002 Shares in Bristol-Myers Squibb Co (NYSE:BMY) Purchased by Oak Ridge Investments LLC

Oak Ridge Investments LLC purchased a new position in shares of Bristol-Myers Squibb Co (NYSE:BMY) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 115,002 shares of the biopharmaceutical company’s stock, valued at approximately $6,410,000. Other institutional investors have also bought and […]

Boeing Co (NYSE:BA) Holdings Lifted by Fairfield Bush & CO.

Fairfield Bush & CO. boosted its position in shares of Boeing Co (NYSE:BA) by 17.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,657 shares of the aircraft producer’s stock after buying an additional 242 shares during the quarter. Fairfield Bush & CO.’s […]

Lockheed Martin Co. (NYSE:LMT) Stock Position Decreased by Fairfield Bush & CO.

Fairfield Bush & CO. cut its position in shares of Lockheed Martin Co. (NYSE:LMT) by 12.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,615 shares of the aerospace company’s stock after selling 380 shares during the period. Fairfield Bush & […]

Regeneron Pharmaceuticals Inc (NASDAQ:REGN) Stake Reduced by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. cut its stake in Regeneron Pharmaceuticals Inc (NASDAQ:REGN) by 16.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,846 shares of the biopharmaceutical company’s stock after selling 22,843 shares during the quarter. Regeneron Pharmaceuticals comprises about 1.8% of […]

5,267 Shares in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Acquired by ARQ Wealth Advisors LLC

ARQ Wealth Advisors LLC purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,267 shares of the company’s stock, valued at approximately $758,000. iShares Core S&P Mid-Cap ETF accounts for approximately 0.9% […]

Fairfield Bush & CO. Boosts Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Fairfield Bush & CO. raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 13.6% during the first quarter, according to its most recent filing with the SEC. The firm owned 21,318 shares of the company’s stock after purchasing an additional 2,550 shares during the period. Fairfield Bush & CO.’s holdings in Merck […]

Walmart Inc (NYSE:WMT) Shares Sold by Fairfield Bush & CO.

Fairfield Bush & CO. lowered its position in shares of Walmart Inc (NYSE:WMT) by 23.8% during the first quarter, Holdings Channel reports. The firm owned 27,095 shares of the retailer’s stock after selling 8,486 shares during the quarter. Walmart makes up about 1.3% of Fairfield Bush & CO.’s portfolio, making the stock its 22nd largest […]

Cambridge Associates LLC MA ADV Trims Position in SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR)

Cambridge Associates LLC MA ADV decreased its holdings in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR) by 31.2% during the first quarter, according to its most recent filing with the SEC. The firm owned 442,089 shares of the company’s stock after selling 200,853 shares during the period. SPDR S&P Global Natural Resources ETF […]

Procter & Gamble Co (NYSE:PG) Stock Holdings Cut by WMS Partners LLC

WMS Partners LLC reduced its position in shares of Procter & Gamble Co (NYSE:PG) by 5.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 45,501 shares of the company’s stock after selling 2,837 shares during the quarter. Procter & Gamble comprises 1.4% […]

WMS Partners LLC Trims Stock Position in ANSYS, Inc. (NASDAQ:ANSS)

WMS Partners LLC lessened its stake in shares of ANSYS, Inc. (NASDAQ:ANSS) by 4.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,815 shares of the software maker’s stock after selling 117 shares during the quarter. WMS Partners LLC’s holdings in ANSYS were […]

GM Advisory Group Inc. Grows Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

GM Advisory Group Inc. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 24.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,495 shares of the network equipment provider’s stock after buying an additional 3,231 shares during the quarter. […]

GM Advisory Group Inc. Has $753,000 Position in Visa Inc (NYSE:V)

GM Advisory Group Inc. raised its stake in Visa Inc (NYSE:V) by 32.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,675 shares of the credit-card processor’s stock after purchasing an additional 1,150 shares during the period. GM Advisory Group […]

GM Advisory Group Inc. Invests $915,000 in Altria Group Inc (NYSE:MO)

GM Advisory Group Inc. acquired a new position in Altria Group Inc (NYSE:MO) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 23,660 shares of the company’s stock, valued at approximately $915,000. A number of other institutional investors and […]

Federated Hermes Inc. Sells 776,148 Shares of Bank of America Corp (NYSE:BAC)

Federated Hermes Inc. lessened its holdings in Bank of America Corp (NYSE:BAC) by 12.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,315,289 shares of the financial services provider’s stock after selling 776,148 shares during the period. Federated Hermes Inc. owned approximately 0.06% of Bank […]

Cambridge Associates LLC MA ADV Buys Shares of 420,127 Vanguard Total International Stock ETF (NASDAQ:VXUS)

Cambridge Associates LLC MA ADV bought a new stake in Vanguard Total International Stock ETF (NASDAQ:VXUS) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 420,127 shares of the company’s stock, valued at approximately $21,000,000. Vanguard Total International Stock ETF comprises 1.9% of Cambridge Associates […]

GM Advisory Group Inc. Invests $1.28 Million in Citigroup Inc (NYSE:C)

GM Advisory Group Inc. bought a new position in Citigroup Inc (NYSE:C) during the first quarter, Holdings Channel reports. The firm bought 30,401 shares of the financial services provider’s stock, valued at approximately $1,280,000. Several other institutional investors and hedge funds also recently modified their holdings of the company. GWM Advisors LLC raised its holdings […]

Oak Ridge Investments LLC Has $4.66 Million Stock Position in Intuit Inc. (NASDAQ:INTU)

Oak Ridge Investments LLC trimmed its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 0.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,240 shares of the software maker’s stock after selling 131 shares during the period. Oak Ridge Investments LLC’s holdings in Intuit […]

Oak Ridge Investments LLC Cuts Stock Holdings in Equinix Inc (NASDAQ:EQIX)

Oak Ridge Investments LLC lessened its stake in Equinix Inc (NASDAQ:EQIX) by 6.3% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,173 shares of the financial services provider’s stock after selling 682 shares during the quarter. Oak Ridge Investments LLC’s holdings in Equinix […]

Bokf Na Has $10.91 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Bokf Na lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 41.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,059 shares of the company’s stock after acquiring an additional 13,579 shares during the quarter. Bokf Na’s holdings in Vanguard S&P 500 ETF […]

Bokf Na Sells 152,836 Shares of Bank of America Corp (NYSE:BAC)

Bokf Na lowered its position in Bank of America Corp (NYSE:BAC) by 22.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 542,641 shares of the financial services provider’s stock after selling 152,836 shares during the period. Bokf Na’s holdings in Bank of America were worth $11,520,000 as […]

Federated Hermes Inc. Trims Stake in salesforce.com, inc. (NYSE:CRM)

Federated Hermes Inc. reduced its position in shares of salesforce.com, inc. (NYSE:CRM) by 8.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 985,758 shares of the CRM provider’s stock after selling 91,768 shares during the quarter. Federated Hermes Inc. owned about 0.11% of […]

Fairfield Bush & CO. Acquires 100 Shares of Seattle Genetics, Inc. (NASDAQ:SGEN)

Fairfield Bush & CO. increased its holdings in shares of Seattle Genetics, Inc. (NASDAQ:SGEN) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,338 shares of the biotechnology company’s stock after acquiring an additional 100 shares during the period. […]