SEC Filing Articles

Bank of New York Mellon Corp Has $2.70 Million Stake in CAI International Inc (CAI)

Bank of New York Mellon Corp grew its position in CAI International Inc (NYSE:CAI) by 38.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 115,978 shares of the transportation company’s stock after purchasing an additional 32,431 shares during the quarter. Bank of New York Mellon Corp’s holdings in CAI International were worth $2,695,000 […]

NuStar Energy L.P. (NS) Stake Decreased by Bank of America Corp DE

Bank of America Corp DE lowered its holdings in NuStar Energy L.P. (NYSE:NS) by 39.6% in the 4th quarter, Holdings Channel reports. The firm owned 283,903 shares of the pipeline company’s stock after selling 186,437 shares during the period. Bank of America Corp DE’s holdings in NuStar Energy were worth $5,942,000 as of its most […]

BlackRock Inc. Has $10.92 Million Stake in Red Lion Hotels Co. (RLH)

BlackRock Inc. grew its stake in Red Lion Hotels Co. (NYSE:RLH) by 1.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,331,902 shares of the company’s stock after purchasing an additional 19,107 shares during the period. BlackRock Inc. owned approximately […]

BlackRock Inc. Has $10.78 Million Stake in Aldeyra Therapeutics, Inc (ALDX)

BlackRock Inc. lifted its position in Aldeyra Therapeutics, Inc (NASDAQ:ALDX) by 63.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,298,715 shares of the biotechnology company’s stock after acquiring an additional 501,927 shares during the quarter. BlackRock Inc. owned 4.95% of Aldeyra Therapeutics […]

Sibanye Gold Ltd (SBGL) Shares Bought by BlackRock Inc.

BlackRock Inc. lifted its stake in shares of Sibanye Gold Ltd (NYSE:SBGL) by 2.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,721,805 shares of the basic materials company’s stock after acquiring an additional 103,152 shares during the period. BlackRock Inc. owned approximately 1.51% of Sibanye Gold […]

Bank of America Corp DE Invests $6.02 Million in Mr. Cooper Group Inc (COOP)

Bank of America Corp DE purchased a new stake in shares of Mr. Cooper Group Inc (NASDAQ:COOP) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 516,007 shares of the company’s stock, valued at approximately $6,022,000. Several other institutional investors and hedge funds also recently […]

Baltimore Washington Financial Advisors Inc. Buys 1,945 Shares of Emerson Electric Co. (EMR)

Baltimore Washington Financial Advisors Inc. grew its stake in shares of Emerson Electric Co. (NYSE:EMR) by 3.7% during the first quarter, Holdings Channel reports. The institutional investor owned 54,023 shares of the industrial products company’s stock after purchasing an additional 1,945 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in Emerson Electric were […]

Saia Inc (SAIA) Stake Increased by Bank of America Corp DE

Bank of America Corp DE lifted its stake in shares of Saia Inc (NASDAQ:SAIA) by 20.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,573 shares of the transportation company’s stock after buying an additional 18,931 shares during the quarter. Bank […]

Emerson Electric Co. (EMR) Stake Lessened by Aull & Monroe Investment Management Corp

Aull & Monroe Investment Management Corp lessened its stake in Emerson Electric Co. (NYSE:EMR) by 3.9% in the 1st quarter, Holdings Channel reports. The firm owned 24,663 shares of the industrial products company’s stock after selling 1,000 shares during the quarter. Aull & Monroe Investment Management Corp’s holdings in Emerson Electric were worth $1,688,000 as […]

Asset Dedication LLC Acquires New Position in Twitter Inc (TWTR)

Asset Dedication LLC acquired a new position in shares of Twitter Inc (NYSE:TWTR) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,000 shares of the social networking company’s stock, valued at approximately $33,000. A number of other institutional investors have also recently […]

Asset Dedication LLC Invests $44,000 in iShares US Preferred Stock ETF (PFF)

Asset Dedication LLC purchased a new stake in shares of iShares US Preferred Stock ETF (NASDAQ:PFF) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 1,200 shares of the company’s stock, valued at approximately $44,000. Several other institutional investors also recently made changes to their positions in the […]

iShares MSCI EAFE ETF (EFA) Shares Bought by Arvest Bank Trust Division

Arvest Bank Trust Division grew its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 5.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,217,844 shares of the exchange traded fund’s stock after acquiring an additional 117,902 shares during the quarter. […]

Walmart Inc (WMT) Shares Bought by Amundi Pioneer Asset Management Inc.

Amundi Pioneer Asset Management Inc. grew its stake in Walmart Inc (NYSE:WMT) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,774,303 shares of the retailer’s stock after buying an additional 160,995 shares during the quarter. Amundi Pioneer Asset Management Inc. owned 0.13% […]

American Century Companies Inc. Has $229,000 Position in Vector Group Ltd (VGR)

American Century Companies Inc. lowered its position in shares of Vector Group Ltd (NYSE:VGR) by 8.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,513 shares of the company’s stock after selling 2,036 shares during the quarter. American Century Companies Inc.’s holdings […]

Symantec Co. (SYMC) Shares Bought by American Century Companies Inc.

American Century Companies Inc. increased its stake in Symantec Co. (NASDAQ:SYMC) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,927 shares of the technology company’s stock after purchasing an additional 460 shares during the period. American Century Companies Inc.’s […]

American Century Companies Inc. Invests $256,000 in ChannelAdvisor Corp (ECOM) Stock

American Century Companies Inc. purchased a new stake in ChannelAdvisor Corp (NYSE:ECOM) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 22,595 shares of the software maker’s stock, valued at approximately $256,000. American Century Companies Inc. owned approximately 0.08% of ChannelAdvisor as […]

9,328 Shares in Mplx Lp (MPLX) Purchased by American Century Companies Inc.

American Century Companies Inc. purchased a new position in shares of Mplx Lp (NYSE:MPLX) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 9,328 shares of the pipeline company’s stock, valued at approximately $283,000. A number of other large investors have also recently added […]

American Century Companies Inc. Cuts Stake in Cable One Inc (CABO)

American Century Companies Inc. reduced its position in Cable One Inc (NYSE:CABO) by 97.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 399 shares of the company’s stock after selling 13,032 shares during the quarter. American Century Companies Inc.’s holdings in Cable One […]

All Terrain Financial Advisors LLC Has $272,000 Position in Wells Fargo & Co (WFC)

All Terrain Financial Advisors LLC trimmed its stake in shares of Wells Fargo & Co (NYSE:WFC) by 29.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,912 shares of the financial services provider’s stock after selling 2,427 shares during the quarter. All Terrain […]

American Century Companies Inc. Acquires New Stake in Plains All American Pipeline, L.P. (PAA)

American Century Companies Inc. acquired a new position in Plains All American Pipeline, L.P. (NYSE:PAA) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 15,214 shares of the pipeline company’s stock, valued at approximately $305,000. Other institutional investors […]

Advisor Group Inc. Boosts Holdings in Workiva Inc (WK)

Advisor Group Inc. raised its position in Workiva Inc (NYSE:WK) by 238.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 710 shares of the software maker’s stock after purchasing an additional 500 shares during the quarter. Advisor Group Inc.’s holdings in Workiva […]

Bank of America Corp DE Has $5.99 Million Holdings in Raven Industries, Inc. (RAVN)

Bank of America Corp DE grew its position in shares of Raven Industries, Inc. (NASDAQ:RAVN) by 60.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 165,593 shares of the conglomerate’s stock after buying an additional 62,548 shares during the period. Bank of America Corp DE’s holdings in Raven Industries were worth $5,992,000 […]

Proffitt & Goodson Inc. Invests $97,000 in Ford Motor (F)

Proffitt & Goodson Inc. acquired a new stake in Ford Motor (NYSE:F) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 11,058 shares of the auto manufacturer’s stock, valued at approximately $97,000. Other institutional investors have also made changes to their positions in the […]

Sage Rhino Capital LLC Invests $663,000 in salesforce.com, inc. (CRM)

Sage Rhino Capital LLC acquired a new stake in salesforce.com, inc. (NYSE:CRM) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 4,188 shares of the CRM provider’s stock, valued at approximately $663,000. Other institutional investors have also made changes to their positions in the […]

Madrona Financial Services LLC Sells 3,393 Shares of Vanguard Total Stock Market ETF (VTI)

Madrona Financial Services LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 4.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 79,280 shares of the company’s stock after selling 3,393 shares during the quarter. Vanguard Total Stock Market ETF accounts […]

Southern Co (SO) Shares Sold by Rothschild Investment Corp IL

Rothschild Investment Corp IL trimmed its stake in Southern Co (NYSE:SO) by 8.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,562 shares of the utilities provider’s stock after selling 1,791 shares during the period. Rothschild Investment Corp IL’s holdings in Southern […]

Hartford Financial Services Group Inc (HIG) Shares Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC increased its position in Hartford Financial Services Group Inc (NYSE:HIG) by 10.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 149,855 shares of the insurance provider’s stock after buying an additional 14,500 shares during the […]

Peoples Financial Services CORP. Has $715,000 Holdings in Colgate-Palmolive (CL)

Peoples Financial Services CORP. reduced its position in shares of Colgate-Palmolive (NYSE:CL) by 1.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,430 shares of the company’s stock after selling 200 shares during the quarter. Peoples Financial Services CORP.’s holdings in […]

31,630 Shares in Johnson Controls International PLC (JCI) Acquired by Oakbrook Investments LLC

Oakbrook Investments LLC purchased a new stake in shares of Johnson Controls International PLC (NYSE:JCI) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased 31,630 shares of the company’s stock, valued at approximately $1,168,000. A number of other institutional investors have also recently bought and […]

IDEX Co. (IEX) Shares Bought by Oakbrook Investments LLC

Oakbrook Investments LLC lifted its holdings in shares of IDEX Co. (NYSE:IEX) by 5.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,900 shares of the industrial products company’s stock after buying an additional 400 shares during the quarter. […]

Wells Trecaso Financial Group LLC Reduces Position in Thermo Fisher Scientific Inc. (TMO)

Wells Trecaso Financial Group LLC cut its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 1.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,757 shares of the medical research company’s stock after selling 355 shares during the quarter. Thermo Fisher […]

Telos Capital Management Inc. Grows Holdings in Alibaba Group Holding Ltd (BABA)

Telos Capital Management Inc. raised its stake in Alibaba Group Holding Ltd (NYSE:BABA) by 7.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,911 shares of the specialty retailer’s stock after buying an additional 715 shares during the period. Telos […]

Rosenbaum Jay D. Reduces Position in Thermo Fisher Scientific Inc. (TMO)

Rosenbaum Jay D. lowered its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) by 0.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,574 shares of the medical research company’s stock after selling 40 shares during the period. Thermo Fisher Scientific makes up 2.4% of Rosenbaum Jay […]

Sage Rhino Capital LLC Purchases Shares of 128 Booking Holdings Inc. (BKNG)

Sage Rhino Capital LLC purchased a new position in Booking Holdings Inc. (NASDAQ:BKNG) in the first quarter, Holdings Channel reports. The fund purchased 128 shares of the business services provider’s stock, valued at approximately $223,000. Several other large investors also recently made changes to their positions in BKNG. Polianta Ltd acquired a new position in […]

Sage Rhino Capital LLC Buys New Stake in Nomura Holdings Inc (NMR)

Sage Rhino Capital LLC bought a new stake in shares of Nomura Holdings Inc (NYSE:NMR) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,607 shares of the financial services provider’s stock, valued at approximately $45,000. Other hedge funds and other institutional investors […]

Southern Co (SO) Stake Lowered by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC reduced its stake in Southern Co (NYSE:SO) by 11.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 149,753 shares of the utilities provider’s stock after selling 18,793 shares during the period. Nisa Investment Advisors LLC’s holdings in Southern were […]

Nisa Investment Advisors LLC Increases Holdings in Welltower Inc (WELL)

Nisa Investment Advisors LLC raised its holdings in shares of Welltower Inc (NYSE:WELL) by 34.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 102,070 shares of the real estate investment trust’s stock after acquiring an additional 26,050 shares during the […]

Nisa Investment Advisors LLC Has $8.43 Million Position in Principal Financial Group Inc (PFG)

Nisa Investment Advisors LLC lessened its holdings in Principal Financial Group Inc (NYSE:PFG) by 19.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 167,878 shares of the financial services provider’s stock after selling 40,700 shares during the quarter. Nisa Investment […]

Nisa Investment Advisors LLC Has $41.05 Million Position in American Express (AXP)

Nisa Investment Advisors LLC increased its holdings in American Express (NYSE:AXP) by 0.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 375,560 shares of the payment services company’s stock after purchasing an additional 2,885 shares during the quarter. Nisa Investment […]

American Express (AXP) Position Lifted by St. Johns Investment Management Company LLC

St. Johns Investment Management Company LLC boosted its position in American Express (NYSE:AXP) by 3.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,622 shares of the payment services company’s stock after acquiring an additional 341 shares during the quarter. St. Johns Investment […]

Sumitomo Life Insurance Co. Has $596,000 Stake in Albemarle Co. (ALB)

Sumitomo Life Insurance Co. reduced its stake in Albemarle Co. (NYSE:ALB) by 7.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,272 shares of the specialty chemicals company’s stock after selling 558 shares during the period. Sumitomo Life Insurance Co.’s holdings […]

Sumitomo Life Insurance Co. Sells 1,319 Shares of Helmerich & Payne, Inc. (HP)

Sumitomo Life Insurance Co. reduced its stake in shares of Helmerich & Payne, Inc. (NYSE:HP) by 8.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,295 shares of the oil and gas company’s stock after selling 1,319 […]

Tyson Foods, Inc. (TSN) Shares Sold by Sumitomo Life Insurance Co.

Sumitomo Life Insurance Co. reduced its stake in Tyson Foods, Inc. (NYSE:TSN) by 8.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,702 shares of the company’s stock after selling 924 shares during the quarter. Sumitomo Life Insurance Co.’s holdings in Tyson Foods were […]

Carnival Corp (CCL) Position Trimmed by New Mexico Educational Retirement Board

New Mexico Educational Retirement Board decreased its position in shares of Carnival Corp (NYSE:CCL) by 2.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,367 shares of the company’s stock after selling 1,000 shares during the quarter. New Mexico Educational Retirement Board’s […]

New Mexico Educational Retirement Board Sells 100 Shares of Ulta Beauty Inc (ULTA)

New Mexico Educational Retirement Board lowered its position in shares of Ulta Beauty Inc (NASDAQ:ULTA) by 2.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,700 shares of the specialty retailer’s stock after selling 100 shares during the quarter. New Mexico […]

Sky Investment Group LLC Reduces Stake in Goldman Sachs Group Inc (GS)

Sky Investment Group LLC trimmed its position in Goldman Sachs Group Inc (NYSE:GS) by 5.7% in the first quarter, according to its most recent filing with the SEC. The fund owned 1,240 shares of the investment management company’s stock after selling 75 shares during the period. Sky Investment Group LLC’s holdings in Goldman Sachs Group […]

Mycio Wealth Partners LLC Has $358,000 Position in Unifi, Inc. (UFI)

Mycio Wealth Partners LLC increased its stake in shares of Unifi, Inc. (NYSE:UFI) by 37.0% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 18,500 shares of the textile maker’s stock after acquiring an additional 5,000 shares during the period. Mycio Wealth Partners LLC’s holdings in Unifi were worth $358,000 at the end of […]

PNC Financial Services Group Inc (PNC) Position Cut by Strs Ohio

Strs Ohio trimmed its stake in PNC Financial Services Group Inc (NYSE:PNC) by 15.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 336,872 shares of the financial services provider’s stock after selling 63,284 shares during the quarter. Strs Ohio’s holdings in PNC Financial Services […]

Mycio Wealth Partners LLC Lowers Stake in iShares S&P 500 Value ETF (IVE)

Mycio Wealth Partners LLC reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,331 shares of the company’s stock after selling 200 shares during the period. Mycio Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $263,000 at the […]

Concho Resources Inc (CXO) Holdings Increased by Strs Ohio

Strs Ohio raised its holdings in shares of Concho Resources Inc (NYSE:CXO) by 9.4% during the 1st quarter, Holdings Channel reports. The firm owned 347,677 shares of the oil and natural gas company’s stock after acquiring an additional 29,985 shares during the quarter. Strs Ohio’s holdings in Concho Resources were worth $38,578,000 as of its […]