SEC Filing Articles

State of Michigan Retirement System Trims Holdings in Procter & Gamble Co (NYSE:PG)

State of Michigan Retirement System trimmed its position in Procter & Gamble Co (NYSE:PG) by 4.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 740,203 shares of the company’s stock after selling 36,400 shares during the quarter. Procter & Gamble comprises […]

State of Michigan Retirement System Has $26.70 Million Stock Holdings in J M Smucker Co (NYSE:SJM)

State of Michigan Retirement System boosted its position in J M Smucker Co (NYSE:SJM) by 835.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 256,400 shares of the company’s stock after acquiring an additional 229,000 shares during the quarter. State of Michigan Retirement […]

State of Michigan Retirement System Sells 1,300 Shares of American Express (NYSE:AXP)

State of Michigan Retirement System decreased its holdings in American Express (NYSE:AXP) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 162,259 shares of the payment services company’s stock after selling 1,300 shares during the period. State of Michigan Retirement […]

State of Michigan Retirement System Boosts Stake in Dominion Energy Inc (NYSE:D)

State of Michigan Retirement System raised its stake in shares of Dominion Energy Inc (NYSE:D) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 199,054 shares of the utilities provider’s stock after buying an additional 1,500 shares during the quarter. State of […]

State of Michigan Retirement System Increases Stock Holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC)

State of Michigan Retirement System lifted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC) by 0.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 122,101 shares of the financial services provider’s stock after buying an additional 400 shares during the […]

AT&T Inc. (NYSE:T) Stake Lowered by Sheets Smith Wealth Management

Sheets Smith Wealth Management cut its stake in AT&T Inc. (NYSE:T) by 2.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 40,464 shares of the technology company’s stock after selling 973 shares during the quarter. Sheets Smith Wealth Management’s holdings in AT&T were worth […]

Boeing Co (NYSE:BA) Shares Sold by Sheets Smith Wealth Management

Sheets Smith Wealth Management decreased its stake in shares of Boeing Co (NYSE:BA) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,326 shares of the aircraft producer’s stock after selling 46 shares during the period. Sheets Smith Wealth Management’s holdings in Boeing […]

Welch Group LLC Has $31.73 Million Holdings in Arthur J Gallagher & Co (NYSE:AJG)

Welch Group LLC lessened its holdings in Arthur J Gallagher & Co (NYSE:AJG) by 0.7% during the fourth quarter, HoldingsChannel reports. The fund owned 333,224 shares of the financial services provider’s stock after selling 2,393 shares during the quarter. Arthur J Gallagher & Co accounts for about 3.1% of Welch Group LLC’s investment portfolio, making […]

Tufton Capital Management Makes New Investment in Netflix, Inc. (NASDAQ:NFLX)

Tufton Capital Management purchased a new position in Netflix, Inc. (NASDAQ:NFLX) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 680 shares of the Internet television network’s stock, valued at approximately $220,000. A number of other institutional investors have also […]

Tufton Capital Management Buys 179 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Tufton Capital Management grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 7,057 shares of the exchange traded fund’s stock after purchasing an additional 179 shares during the quarter. Tufton Capital Management’s holdings in iShares Core S&P Small-Cap ETF were worth $591,000 […]

Tufton Capital Management Lowers Position in Leggett & Platt, Inc. (NYSE:LEG)

Tufton Capital Management lessened its stake in Leggett & Platt, Inc. (NYSE:LEG) by 2.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 41,644 shares of the company’s stock after selling 944 shares during the quarter. Tufton Capital Management’s holdings in Leggett & Platt were worth $2,116,000 […]

Tufton Capital Management Decreases Stake in State Street Corp (NYSE:STT)

Tufton Capital Management reduced its stake in State Street Corp (NYSE:STT) by 6.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,658 shares of the asset manager’s stock after selling 1,015 shares during the quarter. Tufton Capital Management’s holdings in State Street were worth […]

Tufton Capital Management Trims Position in Chubb Ltd (NYSE:CB)

Tufton Capital Management trimmed its holdings in shares of Chubb Ltd (NYSE:CB) by 0.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,222 shares of the financial services provider’s stock after selling 103 shares during the quarter. Tufton Capital Management’s holdings in Chubb […]

Transform Wealth LLC Boosts Holdings in Packaging Corp Of America (NYSE:PKG)

Transform Wealth LLC increased its holdings in Packaging Corp Of America (NYSE:PKG) by 6.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,672 shares of the industrial products company’s stock after buying an additional 1,078 shares during the quarter. Transform Wealth […]

Tufton Capital Management Has $11.76 Million Stock Holdings in VF Corp (NYSE:VFC)

Tufton Capital Management lifted its holdings in VF Corp (NYSE:VFC) by 10.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 117,962 shares of the textile maker’s stock after buying an additional 11,180 shares during the period. VF comprises approximately 2.3% of […]

Tufton Capital Management Reduces Stock Position in QUALCOMM, Inc. (NASDAQ:QCOM)

Tufton Capital Management lowered its position in shares of QUALCOMM, Inc. (NASDAQ:QCOM) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 82,406 shares of the wireless technology company’s stock after selling 1,351 shares during the period. QUALCOMM comprises about 1.4% of Tufton […]

Welch Group LLC Takes Position in Genuine Parts (NYSE:GPC)

Welch Group LLC bought a new stake in Genuine Parts (NYSE:GPC) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,465 shares of the specialty retailer’s stock, valued at approximately $156,000. Several other large investors have also recently bought and sold […]

Welch Group LLC Has $106,000 Stock Position in General Electric (NYSE:GE)

Welch Group LLC reduced its position in General Electric (NYSE:GE) by 20.5% in the 4th quarter, HoldingsChannel reports. The firm owned 9,533 shares of the conglomerate’s stock after selling 2,452 shares during the period. Welch Group LLC’s holdings in General Electric were worth $106,000 as of its most recent filing with the SEC. Other large […]

Welch Group LLC Takes Position in Zimmer Biomet Holdings Inc (NYSE:ZBH)

Welch Group LLC bought a new position in shares of Zimmer Biomet Holdings Inc (NYSE:ZBH) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 900 shares of the medical equipment provider’s stock, valued at approximately $135,000. Other hedge funds and […]

Welch Group LLC Has $321,000 Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Welch Group LLC cut its stake in iShares Select Dividend ETF (NASDAQ:DVY) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,038 shares of the company’s stock after selling 226 shares during the period. Welch Group LLC’s holdings in iShares […]

Transform Wealth LLC Buys New Shares in Micron Technology, Inc. (NASDAQ:MU)

Transform Wealth LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 58,997 shares of the semiconductor manufacturer’s stock, valued at approximately $3,173,000. Other hedge funds and other institutional investors also recently […]

Transform Wealth LLC Sells 1,095 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Transform Wealth LLC lessened its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 66,321 shares of the company’s stock after selling 1,095 shares during the period. Transform Wealth LLC owned approximately 0.05% of SPDR […]

Transform Wealth LLC Buys 108 Shares of Amgen, Inc. (NASDAQ:AMGN)

Transform Wealth LLC lifted its stake in shares of Amgen, Inc. (NASDAQ:AMGN) by 0.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,910 shares of the medical research company’s stock after purchasing an additional 108 shares during the quarter. Amgen accounts for about […]

ConocoPhillips (NYSE:COP) Stake Raised by Transform Wealth LLC

Transform Wealth LLC grew its holdings in shares of ConocoPhillips (NYSE:COP) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 76,227 shares of the energy producer’s stock after buying an additional 1,743 shares during the period. Transform Wealth […]

Prudential Financial Inc (NYSE:PRU) Shares Bought by Transform Wealth LLC

Transform Wealth LLC boosted its stake in shares of Prudential Financial Inc (NYSE:PRU) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 45,303 shares of the financial services provider’s stock after buying an additional 407 shares during the period. Transform Wealth LLC’s holdings in […]

Transform Wealth LLC Reduces Position in Exelon Co. (NYSE:EXC)

Transform Wealth LLC cut its holdings in shares of Exelon Co. (NYSE:EXC) by 0.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 119,634 shares of the energy giant’s stock after selling 415 shares during the quarter. Transform Wealth LLC’s holdings in Exelon were worth $5,454,000 as of its most recent filing with the […]

Transform Wealth LLC Trims Stock Holdings in CBRE Group Inc (NYSE:CBRE)

Transform Wealth LLC lowered its position in shares of CBRE Group Inc (NYSE:CBRE) by 4.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 42,900 shares of the financial services provider’s stock after selling 2,100 shares during the quarter. Transform Wealth LLC’s holdings in CBRE Group were worth $2,629,000 as of its most recent […]

Mastercard Inc (NYSE:MA) Shares Sold by Welch Group LLC

Welch Group LLC trimmed its holdings in shares of Mastercard Inc (NYSE:MA) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,698 shares of the credit services provider’s stock after selling 90 shares during the period. Welch Group LLC’s […]

Welch Group LLC Sells 1,965 Shares of Globe Life Inc. (NYSE:GL)

Welch Group LLC decreased its holdings in shares of Globe Life Inc. (NYSE:GL) by 5.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 34,782 shares of the company’s stock after selling 1,965 shares during the quarter. Welch Group LLC’s holdings in Globe Life were worth $3,661,000 as of its most recent filing with […]

Consolidated Edison, Inc. (NYSE:ED) Shares Bought by Welch Group LLC

Welch Group LLC grew its holdings in shares of Consolidated Edison, Inc. (NYSE:ED) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 318,001 shares of the utilities provider’s stock after purchasing an additional 3,601 shares during the quarter. Consolidated […]

Stryker Co. (NYSE:SYK) Shares Sold by Welch Group LLC

Welch Group LLC trimmed its holdings in shares of Stryker Co. (NYSE:SYK) by 2.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,705 shares of the medical technology company’s stock after selling 84 shares during the period. Welch Group LLC’s […]

3,186 Shares in Palo Alto Networks Inc (NYSE:PANW) Acquired by United Capital Management of KS Inc.

United Capital Management of KS Inc. bought a new position in shares of Palo Alto Networks Inc (NYSE:PANW) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 3,186 shares of the network technology company’s stock, valued at approximately $737,000. A number of other hedge funds also recently […]

United Capital Management of KS Inc. Buys 1,467 Shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

United Capital Management of KS Inc. increased its stake in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL) by 14.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,326 shares of the company’s stock after buying an additional 1,467 shares during […]

United Capital Management of KS Inc. Has $1.18 Million Position in Morgan Stanley (NYSE:MS)

United Capital Management of KS Inc. increased its holdings in shares of Morgan Stanley (NYSE:MS) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,157 shares of the financial services provider’s stock after purchasing an additional 228 shares during the period. […]

United Capital Management of KS Inc. Has $1.55 Million Stock Position in Darden Restaurants, Inc. (NYSE:DRI)

United Capital Management of KS Inc. boosted its position in Darden Restaurants, Inc. (NYSE:DRI) by 19.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,235 shares of the restaurant operator’s stock after acquiring an additional 2,320 shares during the period. United […]

Mcdonald’s Corp (NYSE:MCD) Stake Lessened by United Capital Management of KS Inc.

United Capital Management of KS Inc. lessened its stake in shares of Mcdonald’s Corp (NYSE:MCD) by 5.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,732 shares of the fast-food giant’s stock after selling 578 shares during the period. Mcdonald’s accounts for about 1.2% of United Capital Management of KS Inc.’s holdings, making […]

United Capital Management of KS Inc. Has $2.45 Million Holdings in Sherwin-Williams Co (NYSE:SHW)

United Capital Management of KS Inc. cut its holdings in shares of Sherwin-Williams Co (NYSE:SHW) by 8.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,202 shares of the specialty chemicals company’s stock after selling 365 shares during the […]

Riggs Asset Managment Co. Inc. Has $49,000 Holdings in Village Farms International (NASDAQ:VFF)

Riggs Asset Managment Co. Inc. raised its position in Village Farms International (NASDAQ:VFF) by 31.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 7,823 shares of the company’s stock after purchasing an additional 1,885 shares during the quarter. Riggs Asset Managment Co. Inc.’s holdings in Village Farms International were worth $49,000 at […]

472 Shares in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) Bought by Riggs Asset Managment Co. Inc.

Riggs Asset Managment Co. Inc. acquired a new stake in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 472 shares of the company’s stock, valued at approximately $28,000. Other hedge […]

2,754 Shares in iShares Core High Dividend ETF (NYSEARCA:HDV) Bought by United Capital Management of KS Inc.

United Capital Management of KS Inc. acquired a new position in iShares Core High Dividend ETF (NYSEARCA:HDV) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 2,754 shares of the exchange traded fund’s stock, valued at approximately $270,000. Other institutional investors […]

United Capital Management of KS Inc. Increases Stake in Honeywell International Inc. (NYSE:HON)

United Capital Management of KS Inc. increased its stake in Honeywell International Inc. (NYSE:HON) by 60.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,235 shares of the conglomerate’s stock after acquiring an additional 843 shares during the period. United Capital Management of KS Inc.’s […]

United Capital Management of KS Inc. Increases Stock Position in NextEra Energy Inc (NYSE:NEE)

United Capital Management of KS Inc. boosted its position in shares of NextEra Energy Inc (NYSE:NEE) by 14.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,589 shares of the utilities provider’s stock after buying an additional 336 shares during the quarter. United Capital […]

Lathrop Investment Management Corp Has $17.07 Million Holdings in Nike Inc (NYSE:NKE)

Lathrop Investment Management Corp lessened its position in Nike Inc (NYSE:NKE) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 168,506 shares of the footwear maker’s stock after selling 5,920 shares during the quarter. Nike makes up about 4.5% of […]

361 Shares in Intuitive Surgical, Inc. (NASDAQ:ISRG) Acquired by United Capital Management of KS Inc.

United Capital Management of KS Inc. bought a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 361 shares of the medical equipment provider’s stock, valued at approximately $213,000. A number of other institutional investors also recently […]

Cullen/Frost Bankers, Inc. (NYSE:CFR) Shares Sold by Lathrop Investment Management Corp

Lathrop Investment Management Corp lessened its holdings in Cullen/Frost Bankers, Inc. (NYSE:CFR) by 3.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 121,819 shares of the bank’s stock after selling 4,309 shares during the quarter. Cullen/Frost Bankers comprises about 3.2% of Lathrop Investment Management Corp’s holdings, making the stock its 16th biggest position. […]

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Purchased by Lathrop Investment Management Corp

Lathrop Investment Management Corp boosted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF) by 5.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 17,389 shares of the company’s stock after purchasing an additional 934 shares during the period. Lathrop Investment Management Corp’s holdings in Schwab International Equity ETF were worth $585,000 at […]

Lathrop Investment Management Corp Has $4.55 Million Stock Position in Newell Brands Inc (NYSE:NWL)

Lathrop Investment Management Corp boosted its stake in Newell Brands Inc (NYSE:NWL) by 7.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 236,629 shares of the company’s stock after acquiring an additional 16,994 shares during the period. Newell Brands accounts for […]

Transform Wealth LLC Buys 437 Shares of Synchrony Financial (NYSE:SYF)

Transform Wealth LLC boosted its position in Synchrony Financial (NYSE:SYF) by 0.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 201,942 shares of the financial services provider’s stock after acquiring an additional 437 shares during the quarter. Synchrony Financial comprises approximately 1.2% of Transform Wealth LLC’s portfolio, making the stock its 19th largest […]

Transform Wealth LLC Raises Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Transform Wealth LLC grew its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 72,791 shares of the company’s stock after acquiring an additional 2,416 shares during the period. iShares S&P 500 Growth ETF comprises […]

Riggs Asset Managment Co. Inc. Purchases 269 Shares of Comcast Co. (NASDAQ:CMCSA)

Riggs Asset Managment Co. Inc. raised its position in Comcast Co. (NASDAQ:CMCSA) by 9.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,975 shares of the cable giant’s stock after purchasing an additional 269 shares during the quarter. Riggs Asset Managment Co. Inc.’s […]