SEC Filing Articles

Jupiter Asset Management Ltd. Has $28.45 Million Position in Pfizer Inc. (PFE)

Jupiter Asset Management Ltd. cut its stake in Pfizer Inc. (NYSE:PFE) by 3.9% in the third quarter, Holdings Channel reports. The institutional investor owned 648,078 shares of the biopharmaceutical company’s stock after selling 26,302 shares during the period. Pfizer makes up about 0.8% of Jupiter Asset Management Ltd.’s investment portfolio, making the stock its 28th […]

Cisco Systems, Inc. (CSCO) Holdings Cut by NTV Asset Management LLC

NTV Asset Management LLC reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 77,991 shares of the network equipment provider’s stock after selling 1,966 shares during the quarter. Cisco […]

Mylan NV (MYL) Shares Sold by Dumont & Blake Investment Advisors LLC

Dumont & Blake Investment Advisors LLC reduced its stake in shares of Mylan NV (NASDAQ:MYL) by 51.5% during the 4th quarter, HoldingsChannel reports. The firm owned 13,599 shares of the company’s stock after selling 14,421 shares during the period. Dumont & Blake Investment Advisors LLC’s holdings in Mylan were worth $373,000 at the end of […]

Forward Management LLC Has $599,000 Stake in Procter & Gamble Co (PG)

Forward Management LLC lowered its position in Procter & Gamble Co (NYSE:PG) by 17.4% in the 3rd quarter, Holdings Channel reports. The firm owned 7,197 shares of the company’s stock after selling 1,521 shares during the period. Forward Management LLC’s holdings in Procter & Gamble were worth $599,000 as of its most recent SEC filing. […]

Princeton Portfolio Strategies Group LLC Boosts Holdings in AT&T Inc. (T)

Princeton Portfolio Strategies Group LLC boosted its holdings in shares of AT&T Inc. (NYSE:T) by 10.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,137 shares of the technology company’s stock after acquiring an additional 4,466 shares during the quarter. Princeton Portfolio […]

Ifrah Financial Services Inc. Acquires Shares of 100 Amazon.com, Inc. (AMZN)

Ifrah Financial Services Inc. acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 3rd quarter, Holdings Channel reports. The institutional investor acquired 100 shares of the e-commerce giant’s stock, valued at approximately $200,000. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Connor Clark […]

Microsoft Co. (MSFT) Shares Bought by Matisse Capital

Matisse Capital boosted its holdings in Microsoft Co. (NASDAQ:MSFT) by 6.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,143 shares of the software giant’s stock after acquiring an additional 959 shares during the quarter. Microsoft accounts for about […]

T. Rowe Price Group Inc (TROW) Position Raised by Braun Bostich & Associates Inc.

Braun Bostich & Associates Inc. increased its position in shares of T. Rowe Price Group Inc (NASDAQ:TROW) by 88.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,333 shares of the asset manager’s stock after purchasing an […]

Vanguard Large-Cap ETF (VV) Shares Sold by Braun Bostich & Associates Inc.

Braun Bostich & Associates Inc. cut its position in Vanguard Large-Cap ETF (NYSEARCA:VV) by 26.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,425 shares of the company’s stock after selling 867 shares during the quarter. Braun Bostich & Associates […]

Marsh & McLennan Companies, Inc. (MMC) Stake Boosted by Braun Bostich & Associates Inc.

Braun Bostich & Associates Inc. grew its holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC) by 26.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 548 shares of the financial services provider’s stock after purchasing an additional 114 shares during […]

17,950 Shares in Wynn Resorts, Limited (WYNN) Acquired by Crystal Rock Capital Management

Crystal Rock Capital Management purchased a new stake in Wynn Resorts, Limited (NASDAQ:WYNN) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,950 shares of the casino operator’s stock, valued at approximately $1,775,000. Wynn Resorts accounts for approximately 1.6% of Crystal Rock Capital […]

Matador Resources Co (MTDR) Shares Bought by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund grew its holdings in shares of Matador Resources Co (NYSE:MTDR) by 1,453.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 634,633 shares of the energy company’s stock after purchasing an additional 593,768 shares during the period. Oregon Public Employees Retirement […]

Oregon Public Employees Retirement Fund Has $43,000 Position in Hawaiian Electric Industries, Inc. (HE)

Oregon Public Employees Retirement Fund boosted its position in Hawaiian Electric Industries, Inc. (NYSE:HE) by 3,562.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,567,995 shares of the utilities provider’s stock after buying an additional 1,525,177 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Hawaiian Electric Industries were worth […]

Emery Howard Portfolio Management Inc. Has $15.93 Million Stake in iShares Russell 2000 ETF (IWM)

Emery Howard Portfolio Management Inc. lowered its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 14.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 118,960 shares of the exchange traded fund’s stock after selling 19,464 shares during the quarter. iShares Russell […]

Oregon Public Employees Retirement Fund Acquires 1,881,579 Shares of National Instruments Corp (NATI)

Oregon Public Employees Retirement Fund grew its holdings in National Instruments Corp (NASDAQ:NATI) by 4,438.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,923,976 shares of the technology company’s stock after acquiring an additional 1,881,579 shares during the period. Oregon Public Employees Retirement […]

MERIAN GLOBAL INVESTORS UK Ltd Invests $793,000 in Motorola Solutions Inc (MSI)

MERIAN GLOBAL INVESTORS UK Ltd bought a new position in shares of Motorola Solutions Inc (NYSE:MSI) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 6,900 shares of the communications equipment provider’s stock, valued at approximately $793,000. Other hedge funds have […]

MERIAN GLOBAL INVESTORS UK Ltd Invests $826,000 in Westrock Co (WRK) Stock

MERIAN GLOBAL INVESTORS UK Ltd bought a new stake in Westrock Co (NYSE:WRK) during the 4th quarter, Holdings Channel reports. The firm bought 21,900 shares of the basic materials company’s stock, valued at approximately $826,000. A number of other large investors have also recently bought and sold shares of WRK. Nissay Asset Management Corp Japan […]

Braun Bostich & Associates Inc. Takes $1.65 Million Position in JPMorgan Ultra-Short Income ETF (JPST)

Braun Bostich & Associates Inc. acquired a new position in shares of JPMorgan Ultra-Short Income ETF (BATS:JPST) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 32,837 shares of the company’s stock, valued at approximately $1,646,000. JPMorgan Ultra-Short Income […]

CRA Financial Services LLC Takes Position in SPDR S&P MidCap 400 ETF Trust (MDY)

CRA Financial Services LLC acquired a new stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 886 shares of the exchange traded fund’s stock, valued at approximately $268,000. A number of other […]

CRA Financial Services LLC Invests $376,000 in Vanguard Information Technology ETF (VGT) Stock

CRA Financial Services LLC bought a new stake in Vanguard Information Technology ETF (NYSEARCA:VGT) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 2,253 shares of the exchange traded fund’s stock, valued at approximately $376,000. A number of other hedge funds […]

CRA Financial Services LLC Purchases Shares of 25,663 Schwab International Equity ETF (SCHF)

CRA Financial Services LLC purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 25,663 shares of the company’s stock, valued at approximately $728,000. Several other institutional investors also recently added to […]

Beacon Investment Advisory Services Inc. Sells 3,145 Shares of Anheuser Busch Inbev NV (BUD)

Beacon Investment Advisory Services Inc. decreased its stake in Anheuser Busch Inbev NV (NYSE:BUD) by 19.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,736 shares of the consumer goods maker’s stock after selling 3,145 shares during the quarter. Beacon Investment Advisory Services […]

21,530 Shares in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) Acquired by CRA Financial Services LLC

CRA Financial Services LLC purchased a new position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 21,530 shares of the company’s stock, valued at approximately $1,784,000. Vanguard Intermediate-Term Corporate Bond ETF comprises approximately 1.3% of CRA Financial Services LLC’s investment portfolio, making the stock its […]

Beacon Investment Advisory Services Inc. Purchases Shares of 27,616 iShares MSCI ACWI ETF (ACWI)

Beacon Investment Advisory Services Inc. purchased a new position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) during the 4th quarter, HoldingsChannel reports. The fund purchased 27,616 shares of the company’s stock, valued at approximately $1,772,000. A number of other hedge funds and other institutional investors have also recently bought and sold shares of ACWI. […]

iShares Gold Trust (IAU) Shares Sold by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. lessened its position in iShares Gold Trust (NYSEARCA:IAU) by 1.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 290,615 shares of the exchange traded fund’s stock after selling 4,827 shares during the quarter. Beacon Investment Advisory Services Inc.’s […]

Beacon Investment Advisory Services Inc. Cuts Holdings in CME Group Inc (CME)

Beacon Investment Advisory Services Inc. reduced its position in shares of CME Group Inc (NASDAQ:CME) by 4.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 43,667 shares of the financial services provider’s stock after selling 2,021 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in CME Group were worth $8,215,000 at […]

NorthWestern Corp (NWE) Position Raised by Parallel Advisors LLC

Parallel Advisors LLC increased its position in shares of NorthWestern Corp (NYSE:NWE) by 41.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 571 shares of the utilities provider’s stock after purchasing an additional 167 shares during the […]

Parallel Advisors LLC Buys New Position in Bank Ozk (OZK)

Parallel Advisors LLC bought a new position in shares of Bank Ozk (NASDAQ:OZK) in the 4th quarter, Holdings Channel reports. The firm bought 1,329 shares of the company’s stock, valued at approximately $30,000. A number of other hedge funds have also bought and sold shares of OZK. Financial Architects Inc lifted its stake in Bank […]

Parallel Advisors LLC Acquires 263 Shares of SPDR Dow Jones International Real Estate ETF (RWX)

Parallel Advisors LLC raised its position in SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX) by 33.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,058 shares of the company’s stock after purchasing an additional 263 shares during the period. Parallel Advisors LLC’s holdings […]

Meyer Handelman Co. Raises Position in Gilead Sciences, Inc. (GILD)

Meyer Handelman Co. increased its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 9.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 314,450 shares of the biopharmaceutical company’s stock after purchasing an additional 27,000 shares during the period. Meyer Handelman Co.’s […]

Parallel Advisors LLC Sells 208 Shares of Invesco DWA Momentum ETF (PDP)

Parallel Advisors LLC trimmed its holdings in shares of Invesco DWA Momentum ETF (NASDAQ:PDP) by 20.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 833 shares of the company’s stock after selling 208 shares during the period. Parallel […]

iShares Core Total USD Bond Market ETF (IUSB) Holdings Increased by Burt Wealth Advisors

Burt Wealth Advisors raised its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 286.1% during the 4th quarter, HoldingsChannel reports. The fund owned 69,874 shares of the company’s stock after acquiring an additional 51,775 shares during the quarter. iShares Core Total USD Bond Market ETF accounts for approximately 1.6% of Burt Wealth […]

Catalyst Capital Advisors LLC Buys 6,600 Shares of Trade Desk Inc (TTD)

Catalyst Capital Advisors LLC increased its stake in shares of Trade Desk Inc (NASDAQ:TTD) by 305.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,760 shares of the technology company’s stock after acquiring an additional 6,600 shares during the […]

Catalyst Capital Advisors LLC Reduces Stake in Dollar General Corp. (DG)

Catalyst Capital Advisors LLC reduced its position in Dollar General Corp. (NYSE:DG) by 10.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,200 shares of the company’s stock after selling 4,074 shares during the period. Catalyst Capital Advisors LLC’s holdings […]

Catalyst Capital Advisors LLC Sells 2,000 Shares of Roper Technologies Inc (ROP)

Catalyst Capital Advisors LLC lowered its stake in shares of Roper Technologies Inc (NYSE:ROP) by 21.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,200 shares of the industrial products company’s stock after selling 2,000 shares during the quarter. Catalyst Capital […]

Catalyst Capital Advisors LLC Purchases Shares of 192,200 Amarin Co. plc (AMRN)

Catalyst Capital Advisors LLC purchased a new stake in Amarin Co. plc (NASDAQ:AMRN) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 192,200 shares of the biopharmaceutical company’s stock, valued at approximately $2,616,000. Catalyst Capital Advisors LLC owned 0.06% of Amarin […]

LCI Industries (LCII) Shares Sold by Morgan Stanley

Morgan Stanley cut its position in shares of LCI Industries (NYSE:LCII) by 59.5% during the 3rd quarter, Holdings Channel reports. The firm owned 74,621 shares of the company’s stock after selling 109,594 shares during the period. Morgan Stanley’s holdings in LCI Industries were worth $6,179,000 as of its most recent filing with the Securities and […]

Morgan Stanley Increases Holdings in Silicon Motion Technology Corp. (SIMO)

Morgan Stanley lifted its holdings in Silicon Motion Technology Corp. (NASDAQ:SIMO) by 2.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,932 shares of the semiconductor producer’s stock after buying an additional 2,683 shares during the period. Morgan Stanley owned […]

Copperwynd Financial LLC Boosts Position in National-Oilwell Varco, Inc. (NOV)

Copperwynd Financial LLC boosted its position in shares of National-Oilwell Varco, Inc. (NYSE:NOV) by 10.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,952 shares of the oil and gas exploration company’s stock after acquiring an additional 818 shares during the quarter. […]

Dominion Energy Inc (D) Shares Sold by Burt Wealth Advisors

Burt Wealth Advisors reduced its stake in shares of Dominion Energy Inc (NYSE:D) by 16.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,416 shares of the utilities provider’s stock after selling 276 shares during the period. Burt Wealth Advisors’ holdings in Dominion Energy were worth […]

Burt Wealth Advisors Has $673,000 Stake in SPDR SSgA Multi-Asset Real Return ETF (RLY)

Burt Wealth Advisors lifted its position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY) by 120.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,581 shares of the company’s stock after buying an additional 16,166 shares during the quarter. Burt Wealth Advisors […]

Copperwynd Financial LLC Increases Position in iShares Russell 1000 ETF (IWB)

Copperwynd Financial LLC boosted its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 1.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 46,720 shares of the company’s stock after acquiring an additional 624 shares during the period. iShares Russell 1000 ETF comprises approximately 4.0% of Copperwynd Financial LLC’s investment portfolio, […]

Copperwynd Financial LLC Sells 218 Shares of Target Co. (TGT)

Copperwynd Financial LLC decreased its holdings in shares of Target Co. (NYSE:TGT) by 3.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,219 shares of the retailer’s stock after selling 218 shares during the quarter. Copperwynd Financial LLC’s holdings in Target were […]

CLARET ASSET MANAGEMENT Corp Boosts Stake in Encana Corp (ECA)

CLARET ASSET MANAGEMENT Corp grew its holdings in shares of Encana Corp (NYSE:ECA) (TSE:ECA) by 55.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,946 shares of the oil and gas company’s stock after purchasing an additional 9,971 shares during […]

CLARET ASSET MANAGEMENT Corp Cuts Stake in Jefferies Financial Group Inc (JEF)

CLARET ASSET MANAGEMENT Corp reduced its position in Jefferies Financial Group Inc (NYSE:JEF) by 5.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,425 shares of the financial services provider’s stock after selling 944 shares during the quarter. CLARET ASSET MANAGEMENT Corp’s holdings […]

CLARET ASSET MANAGEMENT Corp Raises Position in REDHILL BIOPHAR/S (RDHL)

CLARET ASSET MANAGEMENT Corp boosted its holdings in shares of REDHILL BIOPHAR/S (NASDAQ:RDHL) by 42.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 67,522 shares of the biotechnology company’s stock after buying an additional 20,000 shares during the quarter. […]

Crown Holdings, Inc. (CCK) Shares Sold by Boston Partners

Boston Partners trimmed its stake in shares of Crown Holdings, Inc. (NYSE:CCK) by 39.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,035,859 shares of the industrial products company’s stock after selling 1,323,286 shares during the quarter. Boston Partners’ […]

Boston Partners Acquires New Holdings in Novo Nordisk A/S (NVO)

Boston Partners acquired a new position in Novo Nordisk A/S (NYSE:NVO) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,169,832 shares of the company’s stock, valued at approximately $99,963,000. Boston Partners owned approximately 0.09% of Novo Nordisk A/S at the end of […]

Boston Partners Grows Position in Interpublic Group of Companies Inc (IPG)

Boston Partners lifted its stake in shares of Interpublic Group of Companies Inc (NYSE:IPG) by 3.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,911,557 shares of the business services provider’s stock after acquiring an additional 224,094 shares during the period. Boston Partners owned […]

Omnicom Group Inc. (OMC) Shares Sold by Boston Partners

Boston Partners trimmed its stake in shares of Omnicom Group Inc. (NYSE:OMC) by 1.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,516,329 shares of the business services provider’s stock after selling 17,586 shares during the period. Boston Partners’ holdings in Omnicom Group were worth $111,056,000 as of its most recent SEC filing. Several […]