SEC Filing Articles

Xcel Energy Inc (NYSE:XEL) Shares Sold by SNS Financial Group LLC

SNS Financial Group LLC decreased its holdings in Xcel Energy Inc (NYSE:XEL) by 7.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,068 shares of the utilities provider’s stock after selling 684 shares during the quarter. SNS Financial Group LLC’s holdings in […]

Mission Wealth Management LP Raises Holdings in Keysight Technologies Inc (NYSE:KEYS)

Mission Wealth Management LP raised its position in shares of Keysight Technologies Inc (NYSE:KEYS) by 4.0% in the first quarter, HoldingsChannel reports. The firm owned 6,105 shares of the scientific and technical instruments company’s stock after buying an additional 233 shares during the period. Mission Wealth Management LP’s holdings in Keysight Technologies were worth $532,000 […]

America’s Car-Mart, Inc. (NASDAQ:CRMT) Shares Sold by Summit Global Investments

Summit Global Investments cut its holdings in shares of America’s Car-Mart, Inc. (NASDAQ:CRMT) by 8.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,100 shares of the company’s stock after selling 800 shares during the quarter. Summit Global Investments’ holdings […]

Summit Global Investments Purchases 1,420 Shares of Pinnacle West Capital Co. (NYSE:PNW)

Summit Global Investments grew its position in shares of Pinnacle West Capital Co. (NYSE:PNW) by 6.1% in the first quarter, Holdings Channel reports. The fund owned 24,635 shares of the utilities provider’s stock after acquiring an additional 1,420 shares during the period. Summit Global Investments’ holdings in Pinnacle West Capital were worth $2,355,000 as of […]

Punch & Associates Investment Management Inc. Buys 123,595 Shares of Great Elm Capital Corp (NASDAQ:GECC)

Punch & Associates Investment Management Inc. increased its stake in Great Elm Capital Corp (NASDAQ:GECC) by 35.0% in the 1st quarter, HoldingsChannel reports. The fund owned 476,495 shares of the financial services provider’s stock after acquiring an additional 123,595 shares during the period. Punch & Associates Investment Management Inc.’s holdings in Great Elm Capital were […]

iShares Core MSCI EAFE ETF (BATS:IEFA) Holdings Lessened by Relative Value Partners Group LLC

Relative Value Partners Group LLC reduced its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 1.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,404 shares of the company’s stock after selling 206 shares during the quarter. Relative Value Partners Group […]

Thomas J. Herzfeld Advisors Inc. Acquires New Holdings in Nuveen All Cap Energy MLP Opportunities (NYSE:JMLP)

Thomas J. Herzfeld Advisors Inc. acquired a new stake in Nuveen All Cap Energy MLP Opportunities (NYSE:JMLP) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 20,449 shares of the company’s stock, valued at approximately $142,000. Other hedge funds have also recently bought and sold shares of the company. Flagship Harbor Advisors LLC raised […]

Westfield Capital Management Co. LP Sells 73,965 Shares of Nuance Communications Inc. (NASDAQ:NUAN)

Westfield Capital Management Co. LP trimmed its holdings in shares of Nuance Communications Inc. (NASDAQ:NUAN) by 4.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,473,775 shares of the software maker’s stock after selling 73,965 shares during the quarter. Westfield Capital Management Co. LP’s holdings in Nuance Communications were worth $24,951,000 as of […]

Westfield Capital Management Co. LP Sells 4,369 Shares of Square, Inc. (NYSE:SQ)

Westfield Capital Management Co. LP lessened its stake in Square, Inc. (NYSE:SQ) by 1.0% during the 1st quarter, HoldingsChannel reports. The firm owned 451,020 shares of the technology company’s stock after selling 4,369 shares during the quarter. Westfield Capital Management Co. LP’s holdings in Square were worth $33,790,000 as of its most recent filing with […]

Sit Investment Associates Inc. Sells 950 Shares of Atlassian Co. PLC (NASDAQ:TEAM)

Sit Investment Associates Inc. trimmed its holdings in shares of Atlassian Co. PLC (NASDAQ:TEAM) by 2.9% in the first quarter, Holdings Channel reports. The institutional investor owned 31,825 shares of the technology company’s stock after selling 950 shares during the quarter. Sit Investment Associates Inc.’s holdings in Atlassian were worth $3,577,000 at the end of […]

Koshinski Asset Management Inc. Raises Holdings in Western Digital Corp (NASDAQ:WDC)

Koshinski Asset Management Inc. raised its position in Western Digital Corp (NASDAQ:WDC) by 35.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,843 shares of the data storage provider’s stock after buying an additional 2,062 shares during the quarter. […]

Primecap Management Co. CA Increases Stake in Altair Engineering Inc (NASDAQ:ALTR)

Primecap Management Co. CA lifted its holdings in shares of Altair Engineering Inc (NASDAQ:ALTR) by 21.3% during the first quarter, Holdings Channel reports. The fund owned 1,150,000 shares of the software’s stock after purchasing an additional 201,800 shares during the quarter. Primecap Management Co. CA’s holdings in Altair Engineering were worth $42,331,000 as of its […]

Koshinski Asset Management Inc. Buys 2,030 Shares of Welltower Inc (NYSE:WELL)

Koshinski Asset Management Inc. grew its stake in Welltower Inc (NYSE:WELL) by 46.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,423 shares of the real estate investment trust’s stock after purchasing an additional 2,030 shares during the period. Koshinski Asset […]

Capital One Financial Corp. (NYSE:COF) Shares Bought by Westpac Banking Corp

Westpac Banking Corp grew its stake in shares of Capital One Financial Corp. (NYSE:COF) by 3.0% during the 1st quarter, HoldingsChannel reports. The fund owned 83,699 shares of the financial services provider’s stock after acquiring an additional 2,437 shares during the period. Westpac Banking Corp’s holdings in Capital One Financial were worth $6,837,000 as of […]

Brookfield Property Reit Inc (NASDAQ:BPR) Shares Sold by Westpac Banking Corp

Westpac Banking Corp trimmed its holdings in Brookfield Property Reit Inc (NASDAQ:BPR) by 5.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 366,382 shares of the company’s stock after selling 20,400 shares during the period. Westpac Banking Corp’s holdings in Brookfield Property Reit were worth $7,507,000 as of its most recent filing with […]

MVC Capital, Inc. (NYSE:MVC) Position Lifted by Punch & Associates Investment Management Inc.

Punch & Associates Investment Management Inc. lifted its stake in MVC Capital, Inc. (NYSE:MVC) by 1.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 793,405 shares of the investment management company’s stock after buying an additional 10,754 shares during the period. Punch […]

Nautilus, Inc. (NYSE:NLS) Position Boosted by Punch & Associates Investment Management Inc.

Punch & Associates Investment Management Inc. raised its holdings in shares of Nautilus, Inc. (NYSE:NLS) by 0.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 932,359 shares of the specialty retailer’s stock after buying an additional 3,860 shares during the […]

Align Technology, Inc. (NASDAQ:ALGN) Shares Bought by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company raised its stake in shares of Align Technology, Inc. (NASDAQ:ALGN) by 0.4% in the 1st quarter, Holdings Channel reports. The firm owned 72,499 shares of the medical equipment provider’s stock after purchasing an additional 315 shares during the period. The Manufacturers Life Insurance Company’s holdings in Align Technology were worth […]

MML Investors Services LLC Grows Position in Toll Brothers Inc (NYSE:TOL)

MML Investors Services LLC lifted its stake in Toll Brothers Inc (NYSE:TOL) by 58.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,881 shares of the construction company’s stock after buying an additional 8,470 shares during the period. MML Investors Services LLC’s […]

The Manufacturers Life Insurance Company Trims Position in IQ Merger Arbitrage ETF (NYSEARCA:MNA)

The Manufacturers Life Insurance Company lowered its position in shares of IQ Merger Arbitrage ETF (NYSEARCA:MNA) by 1.6% during the first quarter, Holdings Channel reports. The fund owned 587,719 shares of the company’s stock after selling 9,741 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in IQ Merger Arbitrage ETF were worth $18,766,000 […]

MML Investors Services LLC Acquires 516 Shares of Cincinnati Financial Co. (NASDAQ:CINF)

MML Investors Services LLC increased its holdings in Cincinnati Financial Co. (NASDAQ:CINF) by 5.1% in the first quarter, HoldingsChannel reports. The firm owned 10,609 shares of the insurance provider’s stock after purchasing an additional 516 shares during the period. MML Investors Services LLC’s holdings in Cincinnati Financial were worth $911,000 as of its most recent […]

Neuberger Berman Group LLC Has $26.39 Million Holdings in Okta Inc (NASDAQ:OKTA)

Neuberger Berman Group LLC decreased its holdings in Okta Inc (NASDAQ:OKTA) by 10.0% in the 1st quarter, HoldingsChannel reports. The firm owned 319,000 shares of the company’s stock after selling 35,300 shares during the period. Neuberger Berman Group LLC’s holdings in Okta were worth $26,391,000 as of its most recent filing with the Securities & […]

United Rentals, Inc. (NYSE:URI) Holdings Reduced by Northern Trust Corp

Northern Trust Corp lowered its holdings in United Rentals, Inc. (NYSE:URI) by 4.2% in the first quarter, HoldingsChannel.com reports. The fund owned 899,049 shares of the construction company’s stock after selling 39,840 shares during the quarter. Northern Trust Corp’s holdings in United Rentals were worth $102,717,000 at the end of the most recent reporting period. […]

State of Tennessee Treasury Department Reduces Holdings in Conagra Brands Inc (NYSE:CAG)

State of Tennessee Treasury Department lowered its stake in Conagra Brands Inc (NYSE:CAG) by 79.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 121,509 shares of the company’s stock after selling 466,412 shares during the period. State of Tennessee Treasury Department’s holdings in Conagra Brands were worth $3,371,000 at the end of the […]

Autodesk, Inc. (NASDAQ:ADSK) Holdings Raised by Private Advisor Group LLC

Private Advisor Group LLC boosted its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 101.9% in the 1st quarter, Holdings Channel reports. The fund owned 6,673 shares of the software company’s stock after buying an additional 3,368 shares during the quarter. Private Advisor Group LLC’s holdings in Autodesk were worth $1,039,000 at the end of […]

State of Wisconsin Investment Board Has $9.81 Million Stake in Maxim Integrated Products Inc. (NASDAQ:MXIM)

State of Wisconsin Investment Board lessened its position in Maxim Integrated Products Inc. (NASDAQ:MXIM) by 39.5% in the 1st quarter, Holdings Channel reports. The fund owned 184,411 shares of the semiconductor company’s stock after selling 120,442 shares during the period. State of Wisconsin Investment Board’s holdings in Maxim Integrated Products were worth $9,805,000 at the […]

Premier Inc (NASDAQ:PINC) Stake Lessened by Kennedy Capital Management Inc.

Kennedy Capital Management Inc. cut its stake in shares of Premier Inc (NASDAQ:PINC) by 4.5% during the first quarter, HoldingsChannel.com reports. The firm owned 62,691 shares of the company’s stock after selling 2,939 shares during the quarter. Kennedy Capital Management Inc.’s holdings in Premier were worth $2,162,000 at the end of the most recent quarter. […]

Nutanix Inc (NASDAQ:NTNX) Position Lowered by Primecap Management Co. CA

Primecap Management Co. CA trimmed its stake in Nutanix Inc (NASDAQ:NTNX) by 1.7% during the first quarter, Holdings Channel reports. The institutional investor owned 232,150 shares of the technology company’s stock after selling 3,900 shares during the period. Primecap Management Co. CA’s holdings in Nutanix were worth $8,761,000 as of its most recent SEC filing. […]

Alliance California Municipal IncmFndInc (NYSE:AKP) Shares Bought by Sit Investment Associates Inc.

Sit Investment Associates Inc. lifted its holdings in Alliance California Municipal IncmFndInc (NYSE:AKP) by 236.6% in the 1st quarter, HoldingsChannel.com reports. The firm owned 285,533 shares of the company’s stock after buying an additional 200,711 shares during the quarter. Sit Investment Associates Inc.’s holdings in Alliance California Municipal IncmFndInc were worth $4,220,000 as of its […]

Xact Kapitalforvaltning AB Buys New Position in Copa Holdings, S.A. (NYSE:CPA)

Xact Kapitalforvaltning AB bought a new stake in shares of Copa Holdings, S.A. (NYSE:CPA) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,300 shares of the transportation company’s stock, valued at approximately $347,000. Other institutional investors and hedge funds have also […]

Cooper Companies Inc (NYSE:COO) Position Lifted by Neuburgh Advisers LLC

Neuburgh Advisers LLC boosted its holdings in shares of Cooper Companies Inc (NYSE:COO) by 44.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 4,114 shares of the medical device company’s stock after buying an additional 1,258 shares during the quarter. Neuburgh Advisers LLC’s holdings in Cooper Companies were worth $1,218,000 as of its […]

2U Inc (NASDAQ:TWOU) Shares Bought by Swiss National Bank

Swiss National Bank lifted its position in 2U Inc (NASDAQ:TWOU) by 4.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 105,600 shares of the software maker’s stock after acquiring an additional 4,100 shares during the quarter. Swiss National Bank’s holdings in 2U were […]

NumerixS Investment Technologies Inc Acquires Shares of 2,000 Amc Networks Inc (NASDAQ:AMCX)

NumerixS Investment Technologies Inc acquired a new position in shares of Amc Networks Inc (NASDAQ:AMCX) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,000 shares of the company’s stock, valued at approximately $114,000. Several other institutional investors and hedge funds also recently […]

Xact Kapitalforvaltning AB Purchases New Position in SkyWest, Inc. (NASDAQ:SKYW)

Xact Kapitalforvaltning AB purchased a new stake in SkyWest, Inc. (NASDAQ:SKYW) during the 1st quarter, HoldingsChannel.com reports. The firm purchased 5,700 shares of the transportation company’s stock, valued at approximately $309,000. Several other large investors have also recently made changes to their positions in the business. BlackRock Inc. increased its stake in shares of SkyWest […]

Meiji Yasuda Life Insurance Co Invests $295,000 in Fortinet Inc (NASDAQ:FTNT) Stock

Meiji Yasuda Life Insurance Co acquired a new position in Fortinet Inc (NASDAQ:FTNT) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 3,510 shares of the software maker’s stock, valued at approximately $295,000. A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Vanguard Group […]

Host Hotels and Resorts Inc (NYSE:HST) Position Cut by Riverhead Capital Management LLC

Riverhead Capital Management LLC lowered its holdings in shares of Host Hotels and Resorts Inc (NYSE:HST) by 29.7% in the first quarter, HoldingsChannel.com reports. The fund owned 152,753 shares of the real estate investment trust’s stock after selling 64,520 shares during the quarter. Riverhead Capital Management LLC’s holdings in Host Hotels and Resorts were worth […]

Northeast Financial Consultants Inc Purchases Shares of 3,440 CDK Global Inc (NASDAQ:CDK)

Northeast Financial Consultants Inc acquired a new stake in CDK Global Inc (NASDAQ:CDK) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 3,440 shares of the software maker’s stock, valued at approximately $202,000. Several other large investors also recently added to or reduced their stakes […]

Northwestern Mutual Wealth Management Co. Boosts Stake in Starwood Property Trust, Inc. (NYSE:STWD)

Northwestern Mutual Wealth Management Co. grew its holdings in shares of Starwood Property Trust, Inc. (NYSE:STWD) by 264.3% in the 1st quarter, HoldingsChannel reports. The firm owned 3,155 shares of the real estate investment trust’s stock after purchasing an additional 2,289 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Starwood Property Trust […]

Radian Group Inc (NYSE:RDN) Shares Bought by Swiss National Bank

Swiss National Bank increased its holdings in shares of Radian Group Inc (NYSE:RDN) by 3.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 388,850 shares of the insurance provider’s stock after acquiring an additional 11,700 shares during the period. Swiss National Bank’s holdings in Radian Group were […]

Northwestern Mutual Wealth Management Co. Increases Stake in Coty Inc (NYSE:COTY)

Northwestern Mutual Wealth Management Co. grew its holdings in Coty Inc (NYSE:COTY) by 384.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,774 shares of the company’s stock after buying an additional 6,169 shares during the quarter. Northwestern Mutual Wealth Management […]

Ameren Corp (NYSE:AEE) Stake Decreased by Lazard Asset Management LLC

Lazard Asset Management LLC reduced its stake in shares of Ameren Corp (NYSE:AEE) by 21.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 138,913 shares of the utilities provider’s stock after selling 37,267 shares during the quarter. Lazard Asset Management LLC’s […]

Trexquant Investment LP Has $1.48 Million Position in Whiting Petroleum Corp (NYSE:WLL)

Trexquant Investment LP increased its position in Whiting Petroleum Corp (NYSE:WLL) by 438.6% during the first quarter, HoldingsChannel reports. The firm owned 56,701 shares of the oil and gas exploration company’s stock after acquiring an additional 46,174 shares during the quarter. Trexquant Investment LP’s holdings in Whiting Petroleum were worth $1,482,000 as of its most […]

Lazard Asset Management LLC Increases Holdings in Morningstar, Inc. (NASDAQ:MORN)

Lazard Asset Management LLC boosted its holdings in shares of Morningstar, Inc. (NASDAQ:MORN) by 14.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 93,697 shares of the business services provider’s stock after acquiring an additional 11,780 shares during the […]

OGE Energy Corp. (NYSE:OGE) Position Boosted by Wells Fargo & Company MN

Wells Fargo & Company MN increased its holdings in shares of OGE Energy Corp. (NYSE:OGE) by 42.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 778,564 shares of the utilities provider’s stock after purchasing an additional 231,869 shares during the quarter. Wells Fargo & Company MN’s holdings in OGE Energy were worth $33,573,000 […]

Parametric Portfolio Associates LLC Has $9.08 Million Position in Pebblebrook Hotel Trust (NYSE:PEB)

Parametric Portfolio Associates LLC decreased its stake in shares of Pebblebrook Hotel Trust (NYSE:PEB) by 4.1% during the 1st quarter, Holdings Channel reports. The institutional investor owned 292,221 shares of the real estate investment trust’s stock after selling 12,581 shares during the period. Parametric Portfolio Associates LLC’s holdings in Pebblebrook Hotel Trust were worth $9,076,000 […]

Parametric Portfolio Associates LLC Acquires 3,309 Shares of Howard Hughes Corp (NYSE:HHC)

Parametric Portfolio Associates LLC raised its holdings in shares of Howard Hughes Corp (NYSE:HHC) by 4.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 86,715 shares of the financial services provider’s stock after acquiring an additional 3,309 shares during the quarter. Parametric Portfolio Associates LLC’s holdings in Howard Hughes were worth $9,539,000 at […]

Tyers Asset Management LLC Trims Holdings in Apartment Investment and Management Co (NYSE:AIV)

Tyers Asset Management LLC trimmed its holdings in shares of Apartment Investment and Management Co (NYSE:AIV) by 1.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,052 shares of the real estate investment trust’s stock after selling 224 shares during the quarter. […]

JPMorgan Chase & Co. Sells 53,113 Shares of First Community Bankshares Inc (NASDAQ:FCBC)

JPMorgan Chase & Co. decreased its stake in First Community Bankshares Inc (NASDAQ:FCBC) by 24.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 165,420 shares of the bank’s stock after selling 53,113 shares during the quarter. JPMorgan Chase & Co.’s holdings in […]

ISHARES TR/CORE DIVID GR ETF (BMV:DGRO) Stake Lifted by US Bancorp DE

US Bancorp DE lifted its position in shares of ISHARES TR/CORE DIVID GR ETF (BMV:DGRO) by 189.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,288 shares of the company’s stock after acquiring an additional 6,733 shares during the […]

JPMorgan Chase & Co. Sells 108,888 Shares of Plains GP Holdings LP (NYSE:PAGP)

JPMorgan Chase & Co. reduced its holdings in shares of Plains GP Holdings LP (NYSE:PAGP) by 35.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 201,741 shares of the pipeline company’s stock after selling 108,888 shares during the period. JPMorgan Chase & Co.’s holdings in Plains GP were worth $5,028,000 as of its […]