SEC Filing Articles

Garland Capital Management Inc. Has $15.08 Million Holdings in Union Pacific Co. (NYSE:UNP)

Garland Capital Management Inc. boosted its position in Union Pacific Co. (NYSE:UNP) by 137.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 76,594 shares of the railroad operator’s stock after purchasing an additional 44,272 shares during the period. Union Pacific […]

PepsiCo, Inc. (NASDAQ:PEP) is Garland Capital Management Inc.’s 8th Largest Position

Garland Capital Management Inc. boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 136.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,194 shares of the company’s stock after acquiring an additional 48,547 shares during the period. PepsiCo […]

Raytheon Technologies Co. (NYSE:RTX) Shares Bought by Garland Capital Management Inc.

Garland Capital Management Inc. grew its position in Raytheon Technologies Co. (NYSE:RTX) by 132.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 90,964 shares of the company’s stock after purchasing an additional 51,832 shares during the quarter. Raytheon Technologies makes up 2.0% of […]

Garland Capital Management Inc. Increases Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Garland Capital Management Inc. increased its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 72.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,949 shares of the exchange traded fund’s stock after buying an additional 1,237 shares during the […]

Coastal Investment Advisors Inc. Boosts Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Coastal Investment Advisors Inc. lifted its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 159.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,654 shares of the company’s stock after buying an additional 4,700 shares during the […]

Hochman Cole Investment Advisors Inc. Has $1.79 Million Stock Holdings in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Hochman Cole Investment Advisors Inc. lessened its position in JPMorgan Ultra-Short Income ETF (BATS:JPST) by 7.4% during the third quarter, Holdings Channel reports. The institutional investor owned 35,140 shares of the company’s stock after selling 2,797 shares during the quarter. JPMorgan Ultra-Short Income ETF comprises approximately 0.9% of Hochman Cole Investment Advisors Inc.’s portfolio, making […]

Coastal Investment Advisors Inc. Has $608,000 Stake in The Bank of New York Mellon Co. (NYSE:BK)

Coastal Investment Advisors Inc. increased its holdings in The Bank of New York Mellon Co. (NYSE:BK) by 28.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,707 shares of the bank’s stock after buying an additional 3,898 shares […]

Hochman Cole Investment Advisors Inc. Purchases 167 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Hochman Cole Investment Advisors Inc. increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,184 shares of the company’s stock after buying an additional 167 shares during the period. Hochman Cole Investment Advisors Inc.’s holdings in […]

Hochman Cole Investment Advisors Inc. Trims Stake in Alphabet Inc. (NASDAQ:GOOGL)

Hochman Cole Investment Advisors Inc. trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 1.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 540 shares of the information services provider’s stock after selling 10 shares during the quarter. Hochman […]

Eagle Global Advisors LLC Purchases 15,325 Shares of UnitedHealth Group Inc (NYSE:UNH)

Eagle Global Advisors LLC lifted its position in UnitedHealth Group Inc (NYSE:UNH) by 67.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 38,192 shares of the healthcare conglomerate’s stock after purchasing an additional 15,325 shares during the quarter. Eagle Global Advisors LLC’s holdings in […]

GW Henssler & Associates Ltd. Increases Holdings in AT&T Inc. (NYSE:T)

GW Henssler & Associates Ltd. boosted its stake in shares of AT&T Inc. (NYSE:T) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 426,852 shares of the technology company’s stock after buying an additional 15,644 shares during the […]

Obermeyer Wood Investment Counsel Lllp Boosts Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Obermeyer Wood Investment Counsel Lllp raised its holdings in Lockheed Martin Co. (NYSE:LMT) by 74.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,490 shares of the aerospace company’s stock after purchasing an additional 636 shares during the period. Obermeyer Wood […]

The Procter & Gamble Company (NYSE:PG) Position Increased by Pacific Wealth Strategies Group Inc.

Pacific Wealth Strategies Group Inc. lifted its stake in The Procter & Gamble Company (NYSE:PG) by 7.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,343 shares of the company’s stock after purchasing an additional 1,126 shares during the quarter. The Procter […]

Pacific Wealth Strategies Group Inc. Trims Holdings in AT&T Inc. (NYSE:T)

Pacific Wealth Strategies Group Inc. cut its stake in AT&T Inc. (NYSE:T) by 21.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 110,198 shares of the technology company’s stock after selling 30,371 shares during the quarter. AT&T comprises about 1.7% of Pacific Wealth […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Monarch Capital Management Inc.

Monarch Capital Management Inc. reduced its stake in shares of The Procter & Gamble Company (NYSE:PG) by 1.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,861 shares of the company’s stock after selling 771 shares during the period. The Procter & […]

Pfizer Inc. (NYSE:PFE) Shares Purchased by GW Henssler & Associates Ltd.

GW Henssler & Associates Ltd. lifted its position in Pfizer Inc. (NYSE:PFE) by 13.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 256,450 shares of the biopharmaceutical company’s stock after acquiring an additional 31,181 shares during the period. GW Henssler […]

Chatham Capital Group Inc. Sells 1,625 Shares of Intel Co. (NASDAQ:INTC)

Chatham Capital Group Inc. cut its position in shares of Intel Co. (NASDAQ:INTC) by 2.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 72,140 shares of the chip maker’s stock after selling 1,625 shares during the quarter. Chatham Capital Group Inc.’s holdings in […]

GW Henssler & Associates Ltd. Has $14.34 Million Stock Holdings in Intel Co. (NASDAQ:INTC)

GW Henssler & Associates Ltd. decreased its stake in Intel Co. (NASDAQ:INTC) by 1.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 276,913 shares of the chip maker’s stock after selling 2,729 shares during the period. GW Henssler & Associates Ltd.’s […]

Intel Co. (NASDAQ:INTC) Shares Purchased by Obermeyer Wood Investment Counsel Lllp

Obermeyer Wood Investment Counsel Lllp increased its position in shares of Intel Co. (NASDAQ:INTC) by 10.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,601 shares of the chip maker’s stock after acquiring an additional 2,945 shares during the […]

Altria Group, Inc. (NYSE:MO) Shares Sold by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management reduced its position in shares of Altria Group, Inc. (NYSE:MO) by 14.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,040 shares of the company’s stock after selling 3,355 shares during the period. Sunflower […]

ALPS Sector Dividend Dogs ETF (NYSEARCA:SDOG) Shares Sold by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management cut its holdings in shares of ALPS Sector Dividend Dogs ETF (NYSEARCA:SDOG) by 20.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,805 shares of the company’s stock after selling 4,925 shares during the quarter. Sunflower Bank NA Wealth […]

Sunflower Bank NA Wealth Management Sells 2,880 Shares of Duke Energy Co. (NYSE:DUK)

Sunflower Bank NA Wealth Management cut its position in Duke Energy Co. (NYSE:DUK) by 25.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,475 shares of the utilities provider’s stock after selling 2,880 shares during the quarter. Sunflower Bank NA Wealth Management’s holdings […]

Price Wealth LLC Decreases Stock Holdings in PPG Industries, Inc. (NYSE:PPG)

Price Wealth LLC reduced its position in shares of PPG Industries, Inc. (NYSE:PPG) by 57.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 2,314 shares of the specialty chemicals company’s stock after selling 3,088 shares during the quarter. Price Wealth LLC’s holdings in PPG Industries were worth $282,000 at the end of the […]

salesforce.com, inc. (NYSE:CRM) Shares Purchased by Price Wealth LLC

Price Wealth LLC raised its holdings in salesforce.com, inc. (NYSE:CRM) by 5,338.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,142 shares of the CRM provider’s stock after buying an additional 1,121 shares during the quarter. Price Wealth LLC’s holdings in salesforce.com […]

Amgen Inc. (NASDAQ:AMGN) Shares Bought by Price Wealth LLC

Price Wealth LLC raised its position in Amgen Inc. (NASDAQ:AMGN) by 442.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 759 shares of the medical research company’s stock after purchasing an additional 619 shares during the quarter. Price Wealth […]

Sunflower Bank NA Wealth Management Has $3 Million Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

Sunflower Bank NA Wealth Management boosted its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 53.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,810 shares of the exchange traded fund’s stock after buying an additional 3,769 shares during the […]

Sunflower Bank NA Wealth Management Has $3.93 Million Position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Sunflower Bank NA Wealth Management increased its position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) by 630.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 74,512 shares of the company’s stock after purchasing an additional 64,309 shares during the quarter. iShares Core MSCI Emerging Markets ETF comprises approximately 1.3% of Sunflower […]

Coastal Investment Advisors Inc. Cuts Holdings in Credit Acceptance Co. (NASDAQ:CACC)

Coastal Investment Advisors Inc. decreased its position in Credit Acceptance Co. (NASDAQ:CACC) by 14.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 769 shares of the credit services provider’s stock after selling 133 shares during the period. Coastal Investment Advisors Inc.’s holdings in Credit […]

iShares MSCI ACWI ETF (NASDAQ:ACWI) is Sunflower Bank NA Wealth Management’s 5th Largest Position

Sunflower Bank NA Wealth Management cut its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 6.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 150,755 shares of the company’s stock after selling 9,815 shares during the quarter. iShares MSCI ACWI ETF […]

Sunflower Bank NA Wealth Management Sells 3,970 Shares of iShares Trust – iShares Select Dividend ETF (NASDAQ:DVY)

Sunflower Bank NA Wealth Management decreased its position in iShares Trust – iShares Select Dividend ETF (NASDAQ:DVY) by 22.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,446 shares of the company’s stock after selling 3,970 shares during the quarter. Sunflower Bank […]

iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) Holdings Raised by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management grew its stake in iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) by 3.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 160,260 shares of the company’s stock after acquiring an additional 4,755 shares during the period. iShares Short-Term Corporate Bond ETF comprises […]

Sunflower Bank NA Wealth Management Raises Position in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

Sunflower Bank NA Wealth Management increased its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) by 4.0% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,948 shares of the exchange traded fund’s stock after buying an additional 1,070 shares during the period. iShares […]

Invesco Preferred ETF (NYSEARCA:PGX) Shares Sold by Sunflower Bank NA Wealth Management

Sunflower Bank NA Wealth Management cut its stake in Invesco Preferred ETF (NYSEARCA:PGX) by 7.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 75,390 shares of the company’s stock after selling 5,685 shares during the period. Sunflower Bank NA Wealth Management’s holdings in Invesco Preferred ETF were worth $1,110,000 at the end of […]

Sunflower Bank NA Wealth Management Has $993,000 Position in International Business Machines Co. (NYSE:IBM)

Sunflower Bank NA Wealth Management reduced its stake in shares of International Business Machines Co. (NYSE:IBM) by 16.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,155 shares of the technology company’s stock after selling 1,645 shares during the quarter. Sunflower Bank NA […]

Sunflower Bank NA Wealth Management Lowers Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Sunflower Bank NA Wealth Management decreased its position in shares of Verizon Communications Inc. (NYSE:VZ) by 14.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,406 shares of the cell phone carrier’s stock after selling 2,825 shares during the period. Sunflower Bank NA […]

Sunflower Bank NA Wealth Management Sells 9,082 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Sunflower Bank NA Wealth Management trimmed its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 21.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,935 shares of the exchange traded fund’s stock after selling 9,082 shares during the quarter. iShares […]

Coastal Investment Advisors Inc. Has $4.08 Million Holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Coastal Investment Advisors Inc. reduced its position in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,154 shares of the exchange traded fund’s stock after selling 1,829 shares during the quarter. iShares […]

Alibaba Group Holding Limited (NYSE:BABA) Shares Acquired by Coastal Investment Advisors Inc.

Coastal Investment Advisors Inc. grew its stake in Alibaba Group Holding Limited (NYSE:BABA) by 10.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,680 shares of the specialty retailer’s stock after acquiring an additional 560 shares during the quarter. Coastal Investment Advisors Inc.’s […]

Obermeyer Wood Investment Counsel Lllp Sells 4,006 Shares of Mastercard Incorporated (NYSE:MA)

Obermeyer Wood Investment Counsel Lllp trimmed its position in shares of Mastercard Incorporated (NYSE:MA) by 2.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 198,236 shares of the credit services provider’s stock after selling 4,006 shares during the quarter. Mastercard accounts for 5.0% of […]

Obermeyer Wood Investment Counsel Lllp Has $18.32 Million Stock Holdings in Stryker Co. (NYSE:SYK)

Obermeyer Wood Investment Counsel Lllp increased its stake in Stryker Co. (NYSE:SYK) by 4.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 87,932 shares of the medical technology company’s stock after acquiring an additional 3,706 shares during the quarter. Obermeyer […]

Price Wealth LLC Buys 681 Shares of NVIDIA Co. (NASDAQ:NVDA)

Price Wealth LLC lifted its stake in shares of NVIDIA Co. (NASDAQ:NVDA) by 1,840.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 718 shares of the computer hardware maker’s stock after acquiring an additional 681 shares during the period. Price Wealth LLC’s holdings in NVIDIA were worth $389,000 as of its most recent SEC […]

Price Wealth LLC Buys 2,344 Shares of Facebook, Inc. (NASDAQ:FB)

Price Wealth LLC grew its position in Facebook, Inc. (NASDAQ:FB) by 103.3% during the third quarter, HoldingsChannel reports. The firm owned 4,614 shares of the social networking company’s stock after buying an additional 2,344 shares during the quarter. Facebook comprises approximately 0.3% of Price Wealth LLC’s holdings, making the stock its 28th biggest position. Price […]

Hochman Cole Investment Advisors Inc. Buys Shares of 609 SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY)

Hochman Cole Investment Advisors Inc. acquired a new position in SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 609 shares of the exchange traded fund’s stock, valued at approximately $206,000. Several other institutional investors and hedge funds […]

Hochman Cole Investment Advisors Inc. Acquires Shares of 6,686 Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)

Hochman Cole Investment Advisors Inc. acquired a new stake in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,686 shares of the company’s stock, valued at approximately $358,000. Hochman Cole Investment Advisors Inc. owned […]

Hochman Cole Investment Advisors Inc. Acquires New Holdings in Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (NASDAQ:VTIP)

Hochman Cole Investment Advisors Inc. acquired a new stake in Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (NASDAQ:VTIP) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 7,148 shares of the company’s stock, valued at approximately $365,000. Other large investors have also recently added to or reduced […]

Hochman Cole Investment Advisors Inc. Has $350,000 Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Hochman Cole Investment Advisors Inc. grew its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 14.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 4,335 shares of the company’s stock after purchasing an additional 557 shares during the period. Hochman Cole Investment Advisors Inc.’s holdings in Schwab US Large-Cap ETF were worth $350,000 […]

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Position Lifted by Hochman Cole Investment Advisors Inc.

Hochman Cole Investment Advisors Inc. raised its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,662 shares of the company’s stock after acquiring an additional 93 shares during the quarter. Hochman […]

Hochman Cole Investment Advisors Inc. Buys New Holdings in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Hochman Cole Investment Advisors Inc. bought a new stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,192 shares of the company’s stock, valued at approximately $281,000. A number of other hedge […]

Hochman Cole Investment Advisors Inc. Lowers Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Hochman Cole Investment Advisors Inc. decreased its position in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 50.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 999 shares of the exchange traded fund’s stock after selling 1,004 shares during the period. Hochman Cole Investment […]

iShares Russell 3000 ETF (NYSEARCA:IWV) Shares Sold by Hochman Cole Investment Advisors Inc.

Hochman Cole Investment Advisors Inc. lessened its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 6.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,885 shares of the company’s stock after selling 132 shares during the period. Hochman Cole Investment […]