SEC Filing Articles

First National Bank of Mount Dora Trust Investment Services Reduces Stock Position in Intel Co. (NASDAQ:INTC)

First National Bank of Mount Dora Trust Investment Services cut its stake in Intel Co. (NASDAQ:INTC) by 7.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 78,044 shares of the chip maker’s stock after selling 5,979 shares during the quarter. Intel comprises about […]

Nuveen Asset Management LLC Sells 155,626 Shares of Walgreens Boots Alliance Inc (NASDAQ:WBA)

Nuveen Asset Management LLC decreased its position in Walgreens Boots Alliance Inc (NASDAQ:WBA) by 6.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,091,562 shares of the pharmacy operator’s stock after selling 155,626 shares during the quarter. Nuveen Asset Management LLC’s holdings in Walgreens Boots Alliance were worth $123,319,000 at the end of […]

Park National Corp OH Has $297,000 Stock Position in Walgreens Boots Alliance Inc (NASDAQ:WBA)

Park National Corp OH lowered its stake in Walgreens Boots Alliance Inc (NASDAQ:WBA) by 17.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,500 shares of the pharmacy operator’s stock after selling 1,330 shares during the period. Park National Corp […]

805 Shares in FMC Corp (NYSE:FMC) Bought by Verus Capital Partners LLC

Verus Capital Partners LLC bought a new position in FMC Corp (NYSE:FMC) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 805 shares of the basic materials company’s stock, valued at approximately $80,000. A number of other institutional investors also recently made changes to their positions in FMC. […]

Phillips 66 (NYSE:PSX) Shares Purchased by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services increased its holdings in shares of Phillips 66 (NYSE:PSX) by 59.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 60,423 shares of the oil and gas company’s stock after acquiring an additional 22,449 shares […]

Apple Inc. (NASDAQ:AAPL) Shares Sold by McGuire Investment Group LLC

McGuire Investment Group LLC lessened its position in shares of Apple Inc. (NASDAQ:AAPL) by 0.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 43,421 shares of the iPhone maker’s stock after selling 355 shares during the quarter. Apple makes up approximately 4.6% of McGuire Investment Group LLC’s […]

Nuveen Asset Management LLC Raises Stake in Healthcare Realty Trust Inc (NYSE:HR)

Nuveen Asset Management LLC increased its stake in shares of Healthcare Realty Trust Inc (NYSE:HR) by 33.5% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,884,349 shares of the real estate investment trust’s stock after purchasing an additional 724,030 shares during the period. Nuveen Asset Management […]

Marotta Asset Management Has $600,000 Position in Apple Inc. (NASDAQ:AAPL)

Marotta Asset Management reduced its stake in Apple Inc. (NASDAQ:AAPL) by 8.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,489 shares of the iPhone maker’s stock after selling 221 shares during the period. Marotta Asset Management’s holdings in Apple […]

Shakespeare Wealth Management Inc. Has $551,000 Holdings in Apple Inc. (NASDAQ:AAPL)

Shakespeare Wealth Management Inc. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,166 shares of the iPhone maker’s stock after purchasing an additional 50 shares during the period. Shakespeare […]

Magnolia Capital Advisors LLC Makes New $2.42 Million Investment in Apple Inc. (NASDAQ:AAPL)

Magnolia Capital Advisors LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 8,235 shares of the iPhone maker’s stock, valued at approximately $2,418,000. Apple comprises approximately 2.3% of Magnolia Capital Advisors LLC’s investment […]

Nelson Van Denburg & Campbell Wealth Management Group LLC Has $7.45 Million Holdings in Apple Inc. (NASDAQ:AAPL)

Nelson Van Denburg & Campbell Wealth Management Group LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 13.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,286 shares of the iPhone maker’s stock after selling 4,374 shares during the period. […]

Apple Inc. (NASDAQ:AAPL) is Neville Rodie & Shaw Inc.’s Largest Position

Neville Rodie & Shaw Inc. lessened its stake in Apple Inc. (NASDAQ:AAPL) by 1.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 213,624 shares of the iPhone maker’s stock after selling 3,765 shares during the period. Apple makes […]

Pantheon Investment Group LLC Invests $3.53 Million in Apple Inc. (NASDAQ:AAPL)

Pantheon Investment Group LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 12,012 shares of the iPhone maker’s stock, valued at approximately $3,530,000. Apple comprises approximately 3.3% of Pantheon Investment Group LLC’s investment […]

First National Bank of Mount Dora Trust Investment Services Has $2.27 Million Stake in NextEra Energy Inc (NYSE:NEE)

First National Bank of Mount Dora Trust Investment Services boosted its stake in NextEra Energy Inc (NYSE:NEE) by 0.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,445 shares of the utilities provider’s stock after purchasing an additional 67 shares during the […]

First National Bank of Mount Dora Trust Investment Services Boosts Position in Conagra Brands Inc (NYSE:CAG)

First National Bank of Mount Dora Trust Investment Services boosted its position in shares of Conagra Brands Inc (NYSE:CAG) by 2.2% during the first quarter, Holdings Channel reports. The firm owned 112,679 shares of the company’s stock after buying an additional 2,377 shares during the quarter. Conagra Brands comprises approximately 1.7% of First National Bank […]

Redpoint Investment Management Pty Ltd Buys Shares of 2,952 CarMax, Inc (NYSE:KMX)

Redpoint Investment Management Pty Ltd bought a new stake in shares of CarMax, Inc (NYSE:KMX) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,952 shares of the company’s stock, valued at approximately $259,000. Other large investors have also recently made changes to their positions in […]

2,580 Shares in Paychex, Inc. (NASDAQ:PAYX) Acquired by Thomasville National Bank

Thomasville National Bank bought a new position in Paychex, Inc. (NASDAQ:PAYX) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,580 shares of the business services provider’s stock, valued at approximately $214,000. Several other hedge funds and other institutional investors have also recently added […]

TFG Advisers LLC Buys New Stake in Eaton Co. PLC (NYSE:ETN)

TFG Advisers LLC purchased a new position in Eaton Co. PLC (NYSE:ETN) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 485 shares of the industrial products company’s stock, valued at approximately $45,000. A number of other institutional investors have […]

Nelson Van Denburg & Campbell Wealth Management Group LLC Decreases Position in Kimberly Clark Corp (NYSE:KMB)

Nelson Van Denburg & Campbell Wealth Management Group LLC lessened its holdings in Kimberly Clark Corp (NYSE:KMB) by 3.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,379 shares of the company’s stock after selling 115 shares during the quarter. […]

Truist Financial Corporation (NYSE:TFC) Shares Purchased by Nelson Van Denburg & Campbell Wealth Management Group LLC

Nelson Van Denburg & Campbell Wealth Management Group LLC increased its position in shares of Truist Financial Corporation (NYSE:TFC) by 424.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,134 shares of the insurance provider’s stock after purchasing […]

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 35.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,700 shares of the company’s stock after acquiring an […]

First National Bank of Mount Dora Trust Investment Services Lowers Stock Holdings in Norfolk Southern Corp. (NYSE:NSC)

First National Bank of Mount Dora Trust Investment Services reduced its stake in Norfolk Southern Corp. (NYSE:NSC) by 32.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,562 shares of the railroad operator’s stock after selling 2,656 shares during the period. First National […]

421 Shares in L3Harris (NYSE:LHX) Bought by Verus Capital Partners LLC

Verus Capital Partners LLC purchased a new position in L3Harris (NYSE:LHX) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 421 shares of the company’s stock, valued at approximately $83,000. A number of other institutional investors and hedge funds also recently modified their […]

First National Bank of Mount Dora Trust Investment Services Sells 2,394 Shares of PNC Financial Services Group Inc (NYSE:PNC)

First National Bank of Mount Dora Trust Investment Services lessened its position in PNC Financial Services Group Inc (NYSE:PNC) by 9.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,518 shares of the financial services provider’s stock after selling 2,394 shares […]

UnitedHealth Group Inc (NYSE:UNH) Shares Acquired by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services lifted its stake in shares of UnitedHealth Group Inc (NYSE:UNH) by 41.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,006 shares of the healthcare conglomerate’s stock after purchasing an additional 4,945 shares during the […]

iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Bought by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services lifted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 73.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,016 shares of the exchange traded fund’s stock […]

Verus Capital Partners LLC Buys New Position in Wynn Resorts, Limited (NASDAQ:WYNN)

Verus Capital Partners LLC bought a new stake in shares of Wynn Resorts, Limited (NASDAQ:WYNN) during the 4th quarter, HoldingsChannel.com reports. The fund bought 587 shares of the casino operator’s stock, valued at approximately $82,000. Several other large investors also recently made changes to their positions in the stock. Capital World Investors boosted its position […]

Verus Capital Partners LLC Acquires New Holdings in Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RHS)

Verus Capital Partners LLC acquired a new stake in Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RHS) in the 4th quarter, Holdings Channel.com reports. The fund acquired 550 shares of the company’s stock, valued at approximately $80,000. Several other institutional investors and hedge funds have also modified their holdings of RHS. Northwestern Mutual Wealth […]

First National Bank of Mount Dora Trust Investment Services Has $4.23 Million Stock Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

First National Bank of Mount Dora Trust Investment Services cut its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 23.9% during the first quarter, Holdings Channel reports. The institutional investor owned 42,377 shares of the semiconductor company’s stock after selling 13,281 shares during the quarter. Texas Instruments comprises 2.2% of First National Bank of […]

Verus Capital Partners LLC Takes $79,000 Position in Valero Energy Co. (NYSE:VLO)

Verus Capital Partners LLC acquired a new stake in shares of Valero Energy Co. (NYSE:VLO) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 847 shares of the oil and gas company’s stock, valued at approximately $79,000. Several other institutional investors and […]

Thomasville National Bank Acquires 606 Shares of Waste Management, Inc. (NYSE:WM)

Thomasville National Bank boosted its holdings in Waste Management, Inc. (NYSE:WM) by 11.2% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,006 shares of the business services provider’s stock after acquiring an additional 606 shares during the quarter. Thomasville National Bank’s holdings in […]

Masco Corp (NYSE:MAS) Stake Increased by Quadrant Capital Group LLC

Quadrant Capital Group LLC raised its stake in shares of Masco Corp (NYSE:MAS) by 5.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,784 shares of the construction company’s stock after acquiring an additional 399 shares during the quarter. Quadrant Capital Group LLC’s […]

Conagra Brands Inc (NYSE:CAG) Position Lowered by Nuveen Asset Management LLC

Nuveen Asset Management LLC decreased its stake in shares of Conagra Brands Inc (NYSE:CAG) by 24.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,557,625 shares of the company’s stock after selling 1,154,182 shares during the period. Nuveen Asset Management LLC owned about 0.73% of […]

Axalta Coating Systems Ltd (NYSE:AXTA) Shares Purchased by Nelson Van Denburg & Campbell Wealth Management Group LLC

Nelson Van Denburg & Campbell Wealth Management Group LLC boosted its stake in Axalta Coating Systems Ltd (NYSE:AXTA) by 35.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,360 shares of the specialty chemicals company’s stock after acquiring an additional […]

Nelson Van Denburg & Campbell Wealth Management Group LLC Has $356,000 Stake in AT&T Inc. (NYSE:T)

Nelson Van Denburg & Campbell Wealth Management Group LLC lifted its holdings in AT&T Inc. (NYSE:T) by 17.3% during the first quarter, Holdings Channel.com reports. The institutional investor owned 12,231 shares of the technology company’s stock after acquiring an additional 1,800 shares during the quarter. Nelson Van Denburg & Campbell Wealth Management Group LLC’s holdings […]

Nelson Van Denburg & Campbell Wealth Management Group LLC Boosts Stock Position in DTE Energy Co (NYSE:DTE)

Nelson Van Denburg & Campbell Wealth Management Group LLC increased its stake in DTE Energy Co (NYSE:DTE) by 27.9% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,671 shares of the utilities provider’s stock after buying an additional 801 shares during the period. Nelson […]

Park National Corp OH Acquires New Holdings in Lululemon Athletica inc. (NASDAQ:LULU)

Park National Corp OH acquired a new stake in Lululemon Athletica inc. (NASDAQ:LULU) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 1,099 shares of the apparel retailer’s stock, valued at approximately $208,000. Other institutional investors and hedge funds also recently modified their holdings […]

Quadrant Capital Group LLC Has $284,000 Holdings in SYSCO Co. (NYSE:SYY)

Quadrant Capital Group LLC boosted its position in SYSCO Co. (NYSE:SYY) by 19.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,550 shares of the company’s stock after buying an additional 571 shares during the quarter. Quadrant Capital Group LLC’s holdings in SYSCO […]

First National Bank of Mount Dora Trust Investment Services Buys Shares of 2,228 Vanguard Extended Market ETF (NYSEARCA:VXF)

First National Bank of Mount Dora Trust Investment Services bought a new stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF) during the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 2,228 shares of the company’s stock, valued at approximately $202,000. A number of other institutional investors also recently added to or reduced their stakes […]

Verus Capital Partners LLC Takes $85,000 Position in iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM)

Verus Capital Partners LLC purchased a new position in shares of iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 680 shares of the company’s stock, valued at approximately $85,000. Several other hedge funds have […]

Verus Capital Partners LLC Invests $87,000 in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Verus Capital Partners LLC acquired a new stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 2,773 shares of the company’s stock, valued at approximately $87,000. Several other large investors have also recently added to or reduced their stakes in SPDW. JT Stratford LLC […]

First National Bank of Mount Dora Trust Investment Services Has $305,000 Stock Holdings in John Hancock Tax-Advantage Dvd Incom Fd. (NYSE:HTD)

First National Bank of Mount Dora Trust Investment Services raised its stake in John Hancock Tax-Advantage Dvd Incom Fd. (NYSE:HTD) by 53.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,300 shares of the company’s stock after buying an additional 6,000 shares […]

First National Bank of Mount Dora Trust Investment Services Sells 71,530 Shares of Park Hotels & Resorts Inc (NYSE:PK)

First National Bank of Mount Dora Trust Investment Services reduced its stake in Park Hotels & Resorts Inc (NYSE:PK) by 66.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,902 shares of the financial services provider’s stock after selling 71,530 shares […]

First National Bank of Mount Dora Trust Investment Services Purchases 2,500 Shares of WP Carey Inc (NYSE:WPC)

First National Bank of Mount Dora Trust Investment Services increased its position in shares of WP Carey Inc (NYSE:WPC) by 43.9% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,200 shares of the real estate investment trust’s stock after acquiring an additional 2,500 shares […]

First National Bank of Mount Dora Trust Investment Services Trims Position in Citigroup Inc (NYSE:C)

First National Bank of Mount Dora Trust Investment Services lessened its stake in Citigroup Inc (NYSE:C) by 12.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,690 shares of the financial services provider’s stock after selling 6,240 shares during the period. First National […]

The Coca-Cola Co (NYSE:KO) Shares Sold by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services reduced its position in shares of The Coca-Cola Co (NYSE:KO) by 3.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,941 shares of the company’s stock after selling 971 shares during […]

Honeywell International Inc. (NYSE:HON) Shares Purchased by First National Bank of Mount Dora Trust Investment Services

First National Bank of Mount Dora Trust Investment Services boosted its holdings in Honeywell International Inc. (NYSE:HON) by 4.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,104 shares of the conglomerate’s stock after acquiring an additional 1,016 shares during […]

Home Depot Inc (NYSE:HD) is First National Bank of Mount Dora Trust Investment Services’ 9th Largest Position

First National Bank of Mount Dora Trust Investment Services cut its holdings in Home Depot Inc (NYSE:HD) by 17.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 26,882 shares of the home improvement retailer’s stock after selling 5,560 shares during the quarter. Home […]

938 Shares in Vanguard Total Bond Market ETF (NYSEARCA:BND) Bought by Verus Capital Partners LLC

Verus Capital Partners LLC acquired a new stake in shares of Vanguard Total Bond Market ETF (NYSEARCA:BND) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 938 shares of the company’s stock, valued at approximately $79,000. A number of other […]

Verus Capital Partners LLC Acquires Shares of 541 Zimmer Biomet Holdings Inc (NYSE:ZBH)

Verus Capital Partners LLC acquired a new stake in Zimmer Biomet Holdings Inc (NYSE:ZBH) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 541 shares of the medical equipment provider’s stock, valued at approximately $81,000. Several other institutional investors also recently modified their holdings of ZBH. Procyon Private Wealth Partners LLC acquired a new position […]