SEC Filing Articles

Pinnacle Associates Ltd. Trims Holdings in Robert Half International Inc. (NYSE:RHI)

Pinnacle Associates Ltd. cut its stake in Robert Half International Inc. (NYSE:RHI) by 8.0% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 407,501 shares of the business services provider’s stock after selling 35,551 shares during the quarter. Pinnacle Associates Ltd. owned about 0.34% […]

Pinnacle Associates Ltd. Sells 48,464 Shares of II-VI, Inc. (NASDAQ:IIVI)

Pinnacle Associates Ltd. decreased its holdings in shares of II-VI, Inc. (NASDAQ:IIVI) by 8.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 499,169 shares of the scientific and technical instruments company’s stock after selling 48,464 shares during the period. Pinnacle Associates Ltd.’s […]

Pinnacle Associates Ltd. Decreases Stock Position in World Wrestling Entertainment, Inc. (NYSE:WWE)

Pinnacle Associates Ltd. lowered its stake in World Wrestling Entertainment, Inc. (NYSE:WWE) by 8.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 433,448 shares of the company’s stock after selling 37,945 shares during the period. Pinnacle Associates Ltd. owned approximately 0.55% […]

Pinnacle Associates Ltd. Raises Position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Pinnacle Associates Ltd. grew its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 0.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 99,616 shares of the exchange traded fund’s stock after buying an additional 699 shares during the period. SPDR S&P MidCap 400 ETF Trust […]

Huber Financial Advisors LLC Lowers Stock Position in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI)

Huber Financial Advisors LLC reduced its stake in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI) by 2.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,794 shares of the company’s stock after selling 198 shares during the quarter. Huber Financial […]

Huber Financial Advisors LLC Buys Shares of 10,375 iShares Edge MSCI USA Value Factor ETF (BATS:VLUE)

Huber Financial Advisors LLC bought a new stake in iShares Edge MSCI USA Value Factor ETF (BATS:VLUE) during the second quarter, Holdings Channel.com reports. The firm bought 10,375 shares of the company’s stock, valued at approximately $842,000. A number of other large investors have also bought and sold shares of the business. Clark Capital Management […]

Huber Financial Advisors LLC Lowers Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Huber Financial Advisors LLC lowered its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 2.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,135 shares of the company’s stock after selling 250 shares during the quarter. Vanguard Dividend Appreciation ETF […]

Littelfuse, Inc. (NASDAQ:LFUS) Stock Holdings Cut by Huber Financial Advisors LLC

Huber Financial Advisors LLC lowered its holdings in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 1.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,596 shares of the technology company’s stock after selling 300 shares during the quarter. Littelfuse makes up 1.6% of Huber […]

Shepherd Financial Partners LLC Takes $208,000 Position in Starbucks Co. (NASDAQ:SBUX)

Shepherd Financial Partners LLC acquired a new stake in shares of Starbucks Co. (NASDAQ:SBUX) during the second quarter, HoldingsChannel reports. The fund acquired 2,487 shares of the coffee company’s stock, valued at approximately $208,000. Several other hedge funds also recently bought and sold shares of the company. Cowen Prime Services LLC bought a new stake […]

Mcdonald’s Corp (NYSE:MCD) Shares Purchased by GWM Advisors LLC

GWM Advisors LLC raised its stake in shares of Mcdonald’s Corp (NYSE:MCD) by 946.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 23,295 shares of the fast-food giant’s stock after buying an additional 21,068 shares during the period. GWM Advisors […]

GWM Advisors LLC Has $6.01 Million Stock Holdings in Fastenal (NASDAQ:FAST)

GWM Advisors LLC grew its position in Fastenal (NASDAQ:FAST) by 19.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 184,254 shares of the company’s stock after purchasing an additional 29,525 shares during the period. GWM Advisors LLC’s holdings in Fastenal were worth $6,005,000 as of […]

GWM Advisors LLC Reduces Stake in Vanguard Total Bond Market ETF (NYSEARCA:BND)

GWM Advisors LLC lowered its position in Vanguard Total Bond Market ETF (NYSEARCA:BND) by 9.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 93,825 shares of the company’s stock after selling 9,481 shares during the period. GWM Advisors LLC’s holdings in Vanguard Total Bond Market […]

GWM Advisors LLC Increases Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

GWM Advisors LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 67.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,375 shares of the company’s stock after buying an additional 97,063 shares during […]

Vilas Fund LP Invests $1.30 Million in Alphabet Inc (NASDAQ:GOOG)

Vilas Fund LP acquired a new position in Alphabet Inc (NASDAQ:GOOG) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,200 shares of the information services provider’s stock, valued at approximately $1,297,000. Alphabet comprises 1.6% of Vilas Fund LP’s investment portfolio, making the stock […]

GWM Advisors LLC Has $15.81 Million Position in Union Pacific Co. (NYSE:UNP)

GWM Advisors LLC lifted its stake in Union Pacific Co. (NYSE:UNP) by 2.7% in the second quarter, HoldingsChannel.com reports. The firm owned 93,474 shares of the railroad operator’s stock after purchasing an additional 2,436 shares during the quarter. Union Pacific comprises 1.0% of GWM Advisors LLC’s investment portfolio, making the stock its 17th largest position. […]

Vilas Fund LP Has $8.09 Million Stock Holdings in Walgreens Boots Alliance Inc (NASDAQ:WBA)

Vilas Fund LP lifted its stake in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 48.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 148,000 shares of the pharmacy operator’s stock after acquiring an additional 48,000 shares during the quarter. Walgreens […]

Wells Fargo & Co (NYSE:WFC) Shares Sold by Trust Co. of Virginia VA

Trust Co. of Virginia VA trimmed its stake in shares of Wells Fargo & Co (NYSE:WFC) by 6.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,126 shares of the financial services provider’s stock after selling 970 shares during the quarter. […]

SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is GWM Advisors LLC’s 2nd Largest Position

GWM Advisors LLC lifted its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 126,978 shares of the company’s stock after buying an additional 1,549 shares during the period. […]

Gilbert & Cook Inc. Makes New $215,000 Investment in Metlife Inc (NYSE:MET)

Gilbert & Cook Inc. bought a new position in shares of Metlife Inc (NYSE:MET) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,332 shares of the financial services provider’s stock, valued at approximately $215,000. A number of other hedge […]

Gilbert & Cook Inc. Purchases New Stake in American Tower Corp (NYSE:AMT)

Gilbert & Cook Inc. purchased a new stake in American Tower Corp (NYSE:AMT) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,159 shares of the real estate investment trust’s stock, valued at approximately $237,000. A number of other hedge funds also […]

Gilbert & Cook Inc. Sells 49,142 Shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX)

Gilbert & Cook Inc. cut its position in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX) by 43.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 64,915 shares of the company’s stock after selling 49,142 shares during the quarter. Gilbert & […]

Gilbert & Cook Inc. Trims Stock Holdings in Air Products & Chemicals, Inc. (NYSE:APD)

Gilbert & Cook Inc. trimmed its holdings in Air Products & Chemicals, Inc. (NYSE:APD) by 6.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,563 shares of the basic materials company’s stock after selling 104 shares during the quarter. Gilbert & Cook […]

Trust Co. of Virginia VA Sells 2,643 Shares of Abbott Laboratories (NYSE:ABT)

Trust Co. of Virginia VA reduced its holdings in shares of Abbott Laboratories (NYSE:ABT) by 9.3% during the second quarter, Holdings Channel reports. The fund owned 25,722 shares of the healthcare product maker’s stock after selling 2,643 shares during the period. Trust Co. of Virginia VA’s holdings in Abbott Laboratories were worth $2,163,000 at the […]

Trust Co. of Virginia VA Has $5.52 Million Stock Position in GlaxoSmithKline plc (NYSE:GSK)

Trust Co. of Virginia VA grew its position in shares of GlaxoSmithKline plc (NYSE:GSK) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 137,882 shares of the pharmaceutical company’s stock after acquiring an additional 3,241 shares during the quarter. […]

Trust Co. of Virginia VA Sells 4,234 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Trust Co. of Virginia VA trimmed its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 9.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 40,474 shares of the home improvement retailer’s stock after selling 4,234 shares during the period. Trust Co. of […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Holdings Trimmed by Trust Co. of Virginia VA

Trust Co. of Virginia VA trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 2.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 33,213 shares of the company’s stock after selling 764 shares during the period. Trust Co. of […]

Meeder Asset Management Inc. Boosts Stake in Mastercard Inc (NYSE:MA)

Meeder Asset Management Inc. increased its stake in shares of Mastercard Inc (NYSE:MA) by 30.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 61,237 shares of the credit services provider’s stock after purchasing an additional 14,186 shares during the period. Mastercard makes up approximately 1.1% of […]

Meeder Asset Management Inc. Has $11.81 Million Stock Position in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Meeder Asset Management Inc. reduced its stake in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) by 44.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 135,452 shares of the exchange traded fund’s stock after selling 109,528 shares during the period. iShares iBoxx $ High Yield Corporate Bond ETF makes up […]

iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Guidance Point Advisors LLC

Guidance Point Advisors LLC lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,631 shares of the company’s stock after selling 391 shares during the period. iShares S&P […]

Trust Co. of Virginia VA Has $8.74 Million Stock Position in Chubb Ltd (NYSE:CB)

Trust Co. of Virginia VA lifted its stake in shares of Chubb Ltd (NYSE:CB) by 2.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 59,336 shares of the financial services provider’s stock after buying an additional 1,538 shares during the period. Trust Co. of Virginia VA’s holdings in Chubb were worth $8,739,000 at the […]

Vanguard Capital Wealth Advisors Takes $154,000 Position in Opko Health Inc. (NASDAQ:OPK)

Vanguard Capital Wealth Advisors acquired a new stake in shares of Opko Health Inc. (NASDAQ:OPK) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 63,500 shares of the biotechnology company’s stock, valued at approximately $154,000. Several other large investors have also added […]

Matthew Goff Investment Advisor LLC Decreases Stock Holdings in Anadarko Petroleum Co. (NYSE:APC)

Matthew Goff Investment Advisor LLC reduced its position in shares of Anadarko Petroleum Co. (NYSE:APC) by 16.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,750 shares of the oil and gas development company’s stock after selling 1,170 […]

Matthew Goff Investment Advisor LLC Has $5.95 Million Position in Bank of America Corp (NYSE:BAC)

Matthew Goff Investment Advisor LLC boosted its stake in shares of Bank of America Corp (NYSE:BAC) by 2.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 204,983 shares of the financial services provider’s stock after acquiring an additional 5,327 shares […]

Matthew Goff Investment Advisor LLC Lowers Stake in Novartis AG (NYSE:NVS)

Matthew Goff Investment Advisor LLC cut its position in shares of Novartis AG (NYSE:NVS) by 0.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,894 shares of the company’s stock after selling 363 shares during the quarter. Novartis makes […]

Moisand Fitzgerald Tamayo LLC Has $618,000 Stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Moisand Fitzgerald Tamayo LLC decreased its holdings in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) by 5.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,773 shares of the company’s stock after selling 671 shares during the quarter. Moisand Fitzgerald Tamayo LLC’s holdings […]

Veritas Investment Management LLP Boosts Holdings in Laboratory Corp. of America Holdings (NYSE:LH)

Veritas Investment Management LLP raised its stake in shares of Laboratory Corp. of America Holdings (NYSE:LH) by 6.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 494,642 shares of the medical research company’s stock after purchasing an additional 29,975 shares during the quarter. Laboratory […]

Moisand Fitzgerald Tamayo LLC Reduces Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Moisand Fitzgerald Tamayo LLC trimmed its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,203 shares of the company’s stock after selling 70 shares during the period. Vanguard Small-Cap ETF comprises 0.7% of Moisand Fitzgerald Tamayo LLC’s […]

ISHARES TR/CORE U S REIT ETF (BMV:USRT) Stake Lifted by Moisand Fitzgerald Tamayo LLC

Moisand Fitzgerald Tamayo LLC increased its stake in ISHARES TR/CORE U S REIT ETF (BMV:USRT) by 1.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,704 shares of the company’s stock after acquiring an additional 749 shares during the period. […]

3,211 Shares in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Purchased by Vanguard Capital Wealth Advisors

Vanguard Capital Wealth Advisors bought a new position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 3,211 shares of the exchange traded fund’s stock, valued at approximately $426,000. Other large investors have also […]

Vanguard Capital Wealth Advisors Sells 7,700 Shares of IQIYI Inc (NASDAQ:IQ)

Vanguard Capital Wealth Advisors lessened its holdings in shares of IQIYI Inc (NASDAQ:IQ) by 35.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 13,800 shares of the company’s stock after selling 7,700 shares during the period. Vanguard Capital Wealth Advisors’ holdings in IQIYI were worth $284,000 at […]

Vanguard Capital Wealth Advisors Sells 1,865 Shares of BlackRock Enhanced Dividend Achievers Tr (NYSE:BDJ)

Vanguard Capital Wealth Advisors trimmed its position in shares of BlackRock Enhanced Dividend Achievers Tr (NYSE:BDJ) by 6.9% in the 2nd quarter, Holdings Channel.com reports. The firm owned 24,990 shares of the investment management company’s stock after selling 1,865 shares during the quarter. Vanguard Capital Wealth Advisors’ holdings in BlackRock Enhanced Dividend Achievers Tr were […]

Quest Capital Management Inc. ADV Cuts Holdings in UnitedHealth Group Inc (NYSE:UNH)

Quest Capital Management Inc. ADV decreased its position in UnitedHealth Group Inc (NYSE:UNH) by 99.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,524 shares of the healthcare conglomerate’s stock after selling 248,057 shares during the period. Quest Capital Management Inc. ADV’s holdings in […]

Vanguard Capital Wealth Advisors Sells 1,112 Shares of Facebook, Inc. (NASDAQ:FB)

Vanguard Capital Wealth Advisors lessened its stake in shares of Facebook, Inc. (NASDAQ:FB) by 9.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,585 shares of the social networking company’s stock after selling 1,112 shares during the period. Facebook […]

Vanguard Capital Wealth Advisors Has $662,000 Stake in Alphabet Inc (NASDAQ:GOOG)

Vanguard Capital Wealth Advisors decreased its position in shares of Alphabet Inc (NASDAQ:GOOG) by 21.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 613 shares of the information services provider’s stock after selling 170 shares during the quarter. Vanguard […]

Vanguard Capital Wealth Advisors Acquires New Stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Vanguard Capital Wealth Advisors acquired a new stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) during the 2nd quarter, HoldingsChannel reports. The firm acquired 2,710 shares of the exchange traded fund’s stock, valued at approximately $544,000. A number of other institutional investors have also recently bought and sold shares of IWO. Deutsche Bank AG bought […]

Quest Capital Management Inc. ADV Sells 2,487,598 Shares of Kroger Co (NYSE:KR)

Quest Capital Management Inc. ADV reduced its holdings in shares of Kroger Co (NYSE:KR) by 99.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,911 shares of the company’s stock after selling 2,487,598 shares during the quarter. Quest Capital Management Inc. […]

Vanguard Capital Wealth Advisors Purchases 909 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Vanguard Capital Wealth Advisors raised its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 11.6% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 8,727 shares of the exchange traded fund’s stock after acquiring an additional 909 shares during the period. iShares 7-10 Year Treasury […]

Magnus Financial Group LLC Has $2.89 Million Stock Holdings in Vanguard Financials ETF (NYSEARCA:VFH)

Magnus Financial Group LLC boosted its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 13.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 41,914 shares of the company’s stock after acquiring an additional 4,825 shares during the period. Vanguard Financials ETF accounts for 0.6% of Magnus […]

Weaver Consulting Group Acquires Shares of 953 Starbucks Co. (NASDAQ:SBUX)

Weaver Consulting Group bought a new stake in shares of Starbucks Co. (NASDAQ:SBUX) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 953 shares of the coffee company’s stock, valued at approximately $80,000. Several other hedge funds have also made changes […]

Shopify Inc (NYSE:SHOP) Stake Lessened by Weaver Consulting Group

Weaver Consulting Group lowered its holdings in Shopify Inc (NYSE:SHOP) (TSE:SHOP) by 28.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 125 shares of the software maker’s stock after selling 50 shares during the period. Weaver Consulting Group’s holdings in Shopify […]