SEC Filing Articles

TJX Companies Inc (NYSE:TJX) Shares Bought by Confluence Investment Management LLC

Confluence Investment Management LLC boosted its position in shares of TJX Companies Inc (NYSE:TJX) by 1.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,131,122 shares of the apparel and home fashions retailer’s stock after buying an additional 11,202 […]

Broadridge Financial Solutions, Inc. (NYSE:BR) Stock Holdings Lowered by Confluence Investment Management LLC

Confluence Investment Management LLC lowered its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 3.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 901,210 shares of the business services provider’s stock after selling 27,614 shares during the period. Broadridge Financial Solutions accounts for 1.9% of […]

Confluence Investment Management LLC Sells 6,211 Shares of Chubb Ltd (NYSE:CB)

Confluence Investment Management LLC reduced its holdings in shares of Chubb Ltd (NYSE:CB) by 0.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 807,993 shares of the financial services provider’s stock after selling 6,211 shares during the quarter. Chubb makes up about […]

Park National Corp OH Trims Stock Position in Mcdonald’s Corp (NYSE:MCD)

Park National Corp OH lessened its stake in shares of Mcdonald’s Corp (NYSE:MCD) by 1.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 50,415 shares of the fast-food giant’s stock after selling 789 shares during the quarter. Park National Corp OH’s holdings in […]

Park National Corp OH Boosts Stake in Amazon.com, Inc. (NASDAQ:AMZN)

Park National Corp OH lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 193.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,142 shares of the e-commerce giant’s stock after acquiring an additional 2,071 shares during the quarter. Park National Corp OH’s holdings in […]

Park National Corp OH Sells 87,127 Shares of Exxon Mobil Co. (NYSE:XOM)

Park National Corp OH decreased its position in shares of Exxon Mobil Co. (NYSE:XOM) by 20.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,827 shares of the oil and gas company’s stock after selling 87,127 shares during […]

Park National Corp OH Has $13.90 Million Stake in Honeywell International Inc. (NYSE:HON)

Park National Corp OH increased its holdings in shares of Honeywell International Inc. (NYSE:HON) by 42.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 96,113 shares of the conglomerate’s stock after purchasing an additional 28,681 shares during the quarter. Park National Corp OH’s holdings […]

Park National Corp OH Decreases Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Park National Corp OH lessened its position in Verizon Communications Inc. (NYSE:VZ) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 391,333 shares of the cell phone carrier’s stock after selling 18,375 shares during the period. Verizon Communications makes […]

Park National Corp OH Increases Position in Ecolab Inc. (NYSE:ECL)

Park National Corp OH lifted its holdings in shares of Ecolab Inc. (NYSE:ECL) by 37.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 56,039 shares of the basic materials company’s stock after acquiring an additional 15,313 shares during the quarter. Park National […]

Park National Corp OH Lowers Holdings in S&P Global Inc (NYSE:SPGI)

Park National Corp OH trimmed its position in shares of S&P Global Inc (NYSE:SPGI) by 15.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,459 shares of the business services provider’s stock after selling 7,383 shares during the period. Park National […]

Park National Corp OH Purchases 41,164 Shares of Coca-Cola Co (The) (NYSE:KO)

Park National Corp OH boosted its position in Coca-Cola Co (The) (NYSE:KO) by 12.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 369,076 shares of the company’s stock after purchasing an additional 41,164 shares during the quarter. Park National Corp […]

Park National Corp OH Acquires 54,043 Shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Park National Corp OH lifted its holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 4.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,208,718 shares of the company’s stock after buying an additional 54,043 shares during the quarter. First Trust Preferred […]

Park National Corp OH Grows Position in Comcast Co. (NASDAQ:CMCSA)

Park National Corp OH boosted its stake in shares of Comcast Co. (NASDAQ:CMCSA) by 48.7% in the second quarter, Holdings Channel reports. The fund owned 432,329 shares of the cable giant’s stock after purchasing an additional 141,506 shares during the period. Park National Corp OH’s holdings in Comcast were worth $16,852,000 as of its most […]

Park National Corp OH Lowers Stock Holdings in Chevron Co. (NYSE:CVX)

Park National Corp OH lowered its stake in shares of Chevron Co. (NYSE:CVX) by 15.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 210,789 shares of the oil and gas company’s stock after selling 38,034 shares during the quarter. Chevron comprises […]

Accenture Plc (NYSE:ACN) Shares Acquired by Park National Corp OH

Park National Corp OH boosted its stake in Accenture Plc (NYSE:ACN) by 473.5% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 72,313 shares of the information technology services provider’s stock after acquiring an additional 59,703 shares during the quarter. Park National Corp OH’s holdings in Accenture […]

M&R Capital Management Inc. Purchases 4,580 Shares of iShares Nasdaq Biotechnology ETF (NASDAQ:IBB)

M&R Capital Management Inc. raised its position in shares of iShares Nasdaq Biotechnology ETF (NASDAQ:IBB) by 16.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,034 shares of the financial services provider’s stock after acquiring an additional 4,580 shares during the […]

Park National Corp OH Sells 35,665 Shares of Facebook, Inc. (NASDAQ:FB)

Park National Corp OH lowered its position in Facebook, Inc. (NASDAQ:FB) by 22.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 123,668 shares of the social networking company’s stock after selling 35,665 shares during the period. Facebook comprises approximately 1.6% of Park National Corp OH’s holdings, […]

Park National Corp OH Has $27.29 Million Position in Alphabet Inc (NASDAQ:GOOGL)

Park National Corp OH boosted its stake in shares of Alphabet Inc (NASDAQ:GOOGL) by 12.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,245 shares of the information services provider’s stock after acquiring an additional 2,202 shares during the quarter. […]

Park National Corp OH Has $36.57 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Park National Corp OH trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 19.5% in the second quarter, Holdings Channel reports. The firm owned 784,110 shares of the network equipment provider’s stock after selling 190,251 shares during the quarter. Cisco Systems comprises approximately 2.0% of Park National Corp OH’s investment portfolio, making the stock its […]

M&R Capital Management Inc. Decreases Stock Holdings in AbbVie Inc (NYSE:ABBV)

M&R Capital Management Inc. trimmed its position in shares of AbbVie Inc (NYSE:ABBV) by 8.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 15,872 shares of the company’s stock after selling 1,472 shares during the quarter. M&R Capital Management Inc.’s holdings in AbbVie were […]

Park National Corp OH Raises Stake in Intel Co. (NASDAQ:INTC)

Park National Corp OH increased its stake in Intel Co. (NASDAQ:INTC) by 0.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 844,848 shares of the chip maker’s stock after purchasing an additional 2,904 shares during the quarter. Intel makes up 2.8% of […]

M&R Capital Management Inc. Reduces Stock Position in Toronto-Dominion Bank (NYSE:TD)

M&R Capital Management Inc. lowered its position in shares of Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 3.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 61,934 shares of the bank’s stock after selling 1,900 shares during the quarter. M&R Capital Management Inc.’s holdings in Toronto-Dominion Bank were worth $2,760,000 at the end of the […]

Park National Corp OH Has $29.92 Million Position in 3M Co (NYSE:MMM)

Park National Corp OH boosted its position in 3M Co (NYSE:MMM) by 1.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 191,831 shares of the conglomerate’s stock after buying an additional 3,287 shares during the quarter. 3M makes up about 1.7% of Park […]

Park National Corp OH Sells 15,229 Shares of Target Co. (NYSE:TGT)

Park National Corp OH cut its holdings in shares of Target Co. (NYSE:TGT) by 4.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 300,445 shares of the retailer’s stock after selling 15,229 shares during the period. Target accounts for 2.0% of Park National […]

UnitedHealth Group Inc (NYSE:UNH) Shares Purchased by M&R Capital Management Inc.

M&R Capital Management Inc. grew its position in UnitedHealth Group Inc (NYSE:UNH) by 1.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,651 shares of the healthcare conglomerate’s stock after purchasing an additional 50 shares during the period. M&R Capital Management Inc.’s […]

Park National Corp OH Sells 753 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Park National Corp OH lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 0.4% in the second quarter, Holdings Channel reports. The institutional investor owned 181,983 shares of the company’s stock after selling 753 shares during the period. PepsiCo accounts for approximately 1.3% of Park National Corp OH’s portfolio, making the stock its 20th […]

Park National Corp OH Sells 15,966 Shares of Abbott Laboratories (NYSE:ABT)

Park National Corp OH reduced its position in shares of Abbott Laboratories (NYSE:ABT) by 3.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 516,968 shares of the healthcare product maker’s stock after selling 15,966 shares during the period. Abbott Laboratories accounts for about […]

M&R Capital Management Inc. Has $4.93 Million Stock Holdings in Norfolk Southern Corp. (NYSE:NSC)

M&R Capital Management Inc. cut its holdings in Norfolk Southern Corp. (NYSE:NSC) by 13.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,104 shares of the railroad operator’s stock after selling 4,439 shares during the period. Norfolk Southern makes up 1.3% […]

M&R Capital Management Inc. Lowers Stake in Fox Corp (NASDAQ:FOXA)

M&R Capital Management Inc. cut its holdings in Fox Corp (NASDAQ:FOXA) by 0.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 82,630 shares of the company’s stock after selling 662 shares during the quarter. M&R Capital Management Inc.’s holdings in […]

M&R Capital Management Inc. Sells 3,195 Shares of Discovery Communications Inc. (NASDAQ:DISCA)

M&R Capital Management Inc. reduced its stake in Discovery Communications Inc. (NASDAQ:DISCA) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 146,971 shares of the company’s stock after selling 3,195 shares during the period. M&R Capital Management Inc.’s holdings […]

M&R Capital Management Inc. Trims Stock Position in AT&T Inc. (NYSE:T)

M&R Capital Management Inc. lowered its holdings in shares of AT&T Inc. (NYSE:T) by 1.3% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 143,289 shares of the technology company’s stock after selling 1,939 shares during the quarter. AT&T makes up approximately 1.2% of […]

M&R Capital Management Inc. Sells 50 Shares of NextEra Energy Inc (NYSE:NEE)

M&R Capital Management Inc. lowered its holdings in shares of NextEra Energy Inc (NYSE:NEE) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,538 shares of the utilities provider’s stock after selling 50 shares during the period. M&R Capital Management Inc.’s holdings in […]

Smithbridge Asset Management Inc. DE Sells 6,300 Shares of AFLAC Incorporated (NYSE:AFL)

Smithbridge Asset Management Inc. DE reduced its position in AFLAC Incorporated (NYSE:AFL) by 36.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,806 shares of the financial services provider’s stock after selling 6,300 shares during the quarter. Smithbridge […]

Smithbridge Asset Management Inc. DE Acquires New Stake in Applied Materials, Inc. (NASDAQ:AMAT)

Smithbridge Asset Management Inc. DE acquired a new stake in Applied Materials, Inc. (NASDAQ:AMAT) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,200 shares of the manufacturing equipment provider’s stock, valued at approximately $254,000. A number of other hedge funds and […]

Energy Transfer LP Unit (NYSE:ET) Stock Position Lifted by Smithbridge Asset Management Inc. DE

Smithbridge Asset Management Inc. DE increased its stake in Energy Transfer LP Unit (NYSE:ET) by 22.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 65,842 shares of the pipeline company’s stock after purchasing an additional 12,000 shares during the period. […]

Smithbridge Asset Management Inc. DE Lowers Stock Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Smithbridge Asset Management Inc. DE reduced its position in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 1.6% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 95,794 shares of the oil and gas producer’s stock after selling 1,600 shares during the period. Smithbridge Asset Management Inc. DE’s holdings in Enterprise Products Partners were […]

Confluence Investment Management LLC Decreases Holdings in Clorox Co (NYSE:CLX)

Confluence Investment Management LLC trimmed its position in Clorox Co (NYSE:CLX) by 10.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 133,406 shares of the company’s stock after selling 15,893 shares during the quarter. Confluence Investment Management LLC owned […]

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Stock Position Raised by Smithbridge Asset Management Inc. DE

Smithbridge Asset Management Inc. DE lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 36,556 shares of the company’s stock after acquiring an additional 450 shares during the quarter. Smithbridge Asset Management Inc. […]

Confluence Investment Management LLC Purchases 552 Shares of Rockwell Automation (NYSE:ROK)

Confluence Investment Management LLC increased its position in Rockwell Automation (NYSE:ROK) by 0.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 112,661 shares of the industrial products company’s stock after acquiring an additional 552 shares during the quarter. Confluence Investment Management LLC owned about […]

Confluence Investment Management LLC Decreases Stock Holdings in Fidelity National Information Servcs Inc (NYSE:FIS)

Confluence Investment Management LLC trimmed its position in Fidelity National Information Servcs Inc (NYSE:FIS) by 0.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 197,099 shares of the information technology services provider’s stock after selling 303 shares during the […]

IHS Markit Ltd (NYSE:INFO) Shares Bought by Confluence Investment Management LLC

Confluence Investment Management LLC boosted its stake in shares of IHS Markit Ltd (NYSE:INFO) by 51.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 349,150 shares of the business services provider’s stock after buying an additional 118,283 shares during the period. Confluence Investment Management LLC […]

Confluence Investment Management LLC Has $22.42 Million Stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Confluence Investment Management LLC trimmed its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 0.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 499,191 shares of the company’s stock after selling 2,369 shares during the quarter. Confluence Investment Management […]

Smithbridge Asset Management Inc. DE Cuts Holdings in Goldman Sachs Group Inc (NYSE:GS)

Smithbridge Asset Management Inc. DE lowered its holdings in Goldman Sachs Group Inc (NYSE:GS) by 14.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,584 shares of the investment management company’s stock after selling 935 shares during the period. Smithbridge Asset Management […]

Smithbridge Asset Management Inc. DE Reduces Stock Position in Foot Locker, Inc. (NYSE:FL)

Smithbridge Asset Management Inc. DE lessened its stake in shares of Foot Locker, Inc. (NYSE:FL) by 2.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,327 shares of the athletic footwear retailer’s stock after selling 900 shares during the quarter. […]

Smithbridge Asset Management Inc. DE Sells 4,685 Shares of Bank of Nova Scotia (NYSE:BNS)

Smithbridge Asset Management Inc. DE cut its stake in Bank of Nova Scotia (NYSE:BNS) (TSE:BNS) by 16.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,037 shares of the bank’s stock after selling 4,685 shares during the quarter. Smithbridge Asset Management Inc. DE’s […]

Smithbridge Asset Management Inc. DE Has $867,000 Stock Holdings in Valero Energy Co. (NYSE:VLO)

Smithbridge Asset Management Inc. DE cut its position in shares of Valero Energy Co. (NYSE:VLO) by 16.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,737 shares of the oil and gas company’s stock after selling 2,800 shares during the […]

Smithbridge Asset Management Inc. DE Has $5.61 Million Stock Position in Skyworks Solutions Inc (NASDAQ:SWKS)

Smithbridge Asset Management Inc. DE lessened its position in shares of Skyworks Solutions Inc (NASDAQ:SWKS) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 43,853 shares of the semiconductor manufacturer’s stock after selling 650 shares during the period. Skyworks […]

Smithbridge Asset Management Inc. DE Purchases 1,400 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Smithbridge Asset Management Inc. DE increased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 89,077 shares of the company’s stock after buying an additional 1,400 shares during […]

Smithbridge Asset Management Inc. DE Has $5.02 Million Stock Holdings in T. Rowe Price Group Inc (NASDAQ:TROW)

Smithbridge Asset Management Inc. DE raised its stake in shares of T. Rowe Price Group Inc (NASDAQ:TROW) by 4.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,614 shares of the asset manager’s stock after purchasing an additional 1,860 shares […]

Smithbridge Asset Management Inc. DE Buys 2,025 Shares of Arthur J Gallagher & Co (NYSE:AJG)

Smithbridge Asset Management Inc. DE grew its stake in Arthur J Gallagher & Co (NYSE:AJG) by 4.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 44,150 shares of the financial services provider’s stock after purchasing an additional 2,025 shares during the quarter. Arthur […]