SEC Filing Articles

Sage Rhino Capital LLC Increases Position in The Boeing Company (NYSE:BA)

Sage Rhino Capital LLC raised its holdings in shares of The Boeing Company (NYSE:BA) by 20.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,124 shares of the aircraft producer’s stock after acquiring an additional 540 shares during the quarter. Sage Rhino […]

Nikko Asset Management Americas Inc. Grows Stake in The Boeing Company (NYSE:BA)

Nikko Asset Management Americas Inc. increased its stake in The Boeing Company (NYSE:BA) by 1,397.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,558 shares of the aircraft producer’s stock after acquiring an additional 18,252 shares during the […]

GYL Financial Synergies LLC Trims Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

GYL Financial Synergies LLC lessened its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,229 shares of the company’s stock after selling 31 shares during the period. […]

867 Shares in NVIDIA Co. (NASDAQ:NVDA) Bought by Geier Asset Management Inc.

Geier Asset Management Inc. purchased a new stake in shares of NVIDIA Co. (NASDAQ:NVDA) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased 867 shares of the computer hardware maker’s stock, valued at approximately $515,000. A number of other hedge funds and other institutional investors […]

Commonwealth Equity Services LLC Has $169.46 Million Position in Alphabet Inc. (NASDAQ:GOOG)

Commonwealth Equity Services LLC boosted its position in Alphabet Inc. (NASDAQ:GOOG) by 0.7% during the 1st quarter, Holdings Channel reports. The fund owned 81,917 shares of the information services provider’s stock after buying an additional 548 shares during the period. Commonwealth Equity Services LLC’s holdings in Alphabet were worth $169,456,000 as of its most recent […]

Kovack Advisors Inc. Purchases 732 Shares of Alibaba Group Holding Limited (NYSE:BABA)

Kovack Advisors Inc. increased its position in Alibaba Group Holding Limited (NYSE:BABA) by 7.2% during the 1st quarter, Holdings Channel reports. The firm owned 10,961 shares of the specialty retailer’s stock after acquiring an additional 732 shares during the quarter. Kovack Advisors Inc.’s holdings in Alibaba Group were worth $2,485,000 at the end of the […]

Laurel Wealth Advisors LLC Decreases Stock Position in Bank of America Co. (NYSE:BAC)

Laurel Wealth Advisors LLC lowered its holdings in Bank of America Co. (NYSE:BAC) by 1.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 194,922 shares of the financial services provider’s stock after selling 2,378 shares during the period. Bank of America comprises 1.8% of Laurel […]

BTC Capital Management Inc. Increases Position in Honeywell International Inc. (NYSE:HON)

BTC Capital Management Inc. boosted its position in Honeywell International Inc. (NYSE:HON) by 9.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,439 shares of the conglomerate’s stock after buying an additional 2,164 shares during the quarter. BTC Capital […]

Pfizer Inc. (NYSE:PFE) Shares Acquired by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 5.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,952,793 shares of the biopharmaceutical company’s stock after purchasing an additional 209,804 shares during the […]

Alamar Capital Management LLC Buys 126 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

Alamar Capital Management LLC raised its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 13.9% in the 1st quarter, Holdings Channel reports. The firm owned 1,035 shares of the company’s stock after acquiring an additional 126 shares during the period. Alamar Capital Management LLC’s holdings in Vanguard Growth ETF were worth $266,000 at the […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Purchased by Victory Capital Management Inc.

Victory Capital Management Inc. boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.6% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 6,561,173 shares of the network equipment provider’s stock after purchasing an additional 40,449 shares during the period. Victory Capital Management Inc. owned about 0.16% of […]

BTC Capital Management Inc. Buys 16,155 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

BTC Capital Management Inc. raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 202,125 shares of the network equipment provider’s stock after acquiring an additional 16,155 shares during the quarter. Cisco Systems makes […]

Core Wealth Advisors Inc. Lowers Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Core Wealth Advisors Inc. decreased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.1% in the 1st quarter, Holdings Channel reports. The firm owned 6,334 shares of the exchange traded fund’s stock after selling 411 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 1.2% of Core Wealth Advisors Inc.’s portfolio, making […]

Sterling Investment Advisors Ltd. Has $3.73 Million Stock Position in iShares S&P 400 MidCap ETF (NYSEARCA:IJH)

Sterling Investment Advisors Ltd. raised its holdings in iShares S&P 400 MidCap ETF (NYSEARCA:IJH) by 11.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,707 shares of the company’s stock after buying an additional 904 shares during the quarter. iShares S&P 400 MidCap ETF […]

Berkeley Capital Partners LLC Lowers Stock Position in AT&T Inc. (NYSE:T)

Berkeley Capital Partners LLC cut its holdings in AT&T Inc. (NYSE:T) by 10.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,940 shares of the technology company’s stock after selling 2,983 shares during the quarter. Berkeley Capital Partners LLC’s holdings in AT&T […]

REDW Wealth LLC Acquires 15,009 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

REDW Wealth LLC boosted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 10.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 157,267 shares of the exchange traded fund’s stock after acquiring an additional 15,009 shares during the quarter. […]

Lloyd Advisory Services LLC. Buys 23 Shares of Alphabet Inc. (NASDAQ:GOOG)

Lloyd Advisory Services LLC. boosted its stake in Alphabet Inc. (NASDAQ:GOOG) by 287.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 31 shares of the information services provider’s stock after acquiring an additional 23 shares during the period. Lloyd Advisory Services LLC.’s holdings in […]

Alphabet Inc. (NASDAQ:GOOG) is Migdal Insurance & Financial Holdings Ltd.’s 9th Largest Position

Migdal Insurance & Financial Holdings Ltd. cut its position in Alphabet Inc. (NASDAQ:GOOG) by 0.3% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 101,225 shares of the information services provider’s stock after selling 312 shares during the period. Alphabet makes up about 2.1% of Migdal Insurance & […]

SPDR Gold Shares (NYSEARCA:GLD) Holdings Decreased by Oxinas Partners Wealth Management LLC

Oxinas Partners Wealth Management LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD) by 57.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,750 shares of the exchange traded fund’s stock after selling 3,648 shares during the quarter. Oxinas Partners Wealth Management LLC’s […]

C WorldWide Group Holding A S Invests $1.36 Million in McDonald’s Co. (NYSE:MCD)

C WorldWide Group Holding A S bought a new stake in McDonald’s Co. (NYSE:MCD) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 6,045 shares of the fast-food giant’s stock, valued at approximately $1,355,000. Several other hedge funds and other institutional investors have also recently […]

StrategIQ Financial Group LLC Purchases 245 Shares of Vanguard Value ETF (NYSEARCA:VTV)

StrategIQ Financial Group LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV) by 9.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,803 shares of the company’s stock after acquiring an additional 245 shares during the period. StrategIQ Financial Group LLC’s […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Outlook Wealth Advisors LLC

Outlook Wealth Advisors LLC reduced its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 14.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,532 shares of the oil and gas company’s stock after selling 5,770 shares during the period. Outlook Wealth […]

Madden Advisory Services Inc. Sells 49 Shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH)

Madden Advisory Services Inc. decreased its position in iShares S&P 400 MidCap ETF (NYSEARCA:IJH) by 1.5% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 3,230 shares of the company’s stock after selling 49 shares during the period. Madden Advisory Services Inc.’s holdings in iShares S&P 400 […]

Brooks Moore & Associates Inc. Has $2.88 Million Stock Position in Intel Co. (NASDAQ:INTC)

Brooks Moore & Associates Inc. boosted its holdings in shares of Intel Co. (NASDAQ:INTC) by 4.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 44,982 shares of the chip maker’s stock after buying an additional 2,062 shares during the period. Intel makes up about […]

Kovack Advisors Inc. Cuts Stake in Honeywell International Inc. (NYSE:HON)

Kovack Advisors Inc. lowered its position in shares of Honeywell International Inc. (NYSE:HON) by 8.0% in the first quarter, Holdings Channel reports. The institutional investor owned 9,823 shares of the conglomerate’s stock after selling 852 shares during the period. Kovack Advisors Inc.’s holdings in Honeywell International were worth $2,132,000 as of its most recent filing […]

Vicus Capital Sells 46,953 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Vicus Capital lessened its stake in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 8.5% during the first quarter, Holdings Channel reports. The fund owned 508,016 shares of the exchange traded fund’s stock after selling 46,953 shares during the quarter. iShares S&P SmallCap 600 ETF comprises 6.6% of Vicus Capital’s investment portfolio, making the […]

Migdal Insurance & Financial Holdings Ltd. Sells 135,390 Shares of The Boeing Company (NYSE:BA)

Migdal Insurance & Financial Holdings Ltd. lowered its holdings in The Boeing Company (NYSE:BA) by 44.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 170,080 shares of the aircraft producer’s stock after selling 135,390 shares during the period. Migdal Insurance & […]

Target Co. (NYSE:TGT) Shares Sold by BTC Capital Management Inc.

BTC Capital Management Inc. reduced its holdings in Target Co. (NYSE:TGT) by 9.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,242 shares of the retailer’s stock after selling 3,809 shares during the quarter. BTC Capital Management Inc.’s holdings in […]

General Electric (NYSE:GE) Shares Purchased by GYL Financial Synergies LLC

GYL Financial Synergies LLC grew its position in General Electric (NYSE:GE) by 4.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,067 shares of the conglomerate’s stock after purchasing an additional 1,757 shares during the quarter. GYL Financial Synergies LLC’s holdings […]

Commonwealth Equity Services LLC Lowers Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Commonwealth Equity Services LLC cut its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 1.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,766,687 shares of the exchange traded fund’s stock after selling 77,936 shares during the period. Vanguard FTSE Emerging […]

Sterling Investment Advisors Ltd. Decreases Stake in Lockheed Martin Co. (NYSE:LMT)

Sterling Investment Advisors Ltd. lowered its holdings in Lockheed Martin Co. (NYSE:LMT) by 4.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 941 shares of the aerospace company’s stock after selling 49 shares during the quarter. Sterling Investment Advisors Ltd.’s holdings in Lockheed Martin […]

Sterling Investment Advisors Ltd. Grows Stock Position in Amgen Inc. (NASDAQ:AMGN)

Sterling Investment Advisors Ltd. increased its position in shares of Amgen Inc. (NASDAQ:AMGN) by 0.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,433 shares of the medical research company’s stock after buying an additional 95 shares during the quarter. Amgen comprises approximately […]

3M (NYSE:MMM) Shares Acquired by Lloyd Advisory Services LLC.

Lloyd Advisory Services LLC. grew its holdings in shares of 3M (NYSE:MMM) by 11.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,070 shares of the conglomerate’s stock after purchasing an additional 114 shares during the period. Lloyd Advisory Services LLC.’s holdings in […]

MJP Associates Inc. ADV Sells 377 Shares of salesforce.com, inc. (NYSE:CRM)

MJP Associates Inc. ADV cut its stake in shares of salesforce.com, inc. (NYSE:CRM) by 24.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,175 shares of the CRM provider’s stock after selling 377 shares during the period. MJP Associates Inc. ADV’s […]

Flossbach Von Storch AG Grows Stock Holdings in Adobe Inc. (NASDAQ:ADBE)

Flossbach Von Storch AG grew its holdings in Adobe Inc. (NASDAQ:ADBE) by 48.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 468,828 shares of the software company’s stock after acquiring an additional 152,711 shares during the period. Flossbach Von Storch AG owned about […]

Curtis Advisory Group LLC Sells 69 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Curtis Advisory Group LLC trimmed its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 0.6% in the first quarter, according to its most recent filing with the SEC. The firm owned 12,247 shares of the exchange traded fund’s stock after selling 69 shares during the period. iShares Russell 1000 Growth ETF makes […]

The Southern Company (NYSE:SO) Shares Sold by Berkeley Capital Partners LLC

Berkeley Capital Partners LLC trimmed its holdings in shares of The Southern Company (NYSE:SO) by 1.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,844 shares of the utilities provider’s stock after selling 230 shares during the quarter. The […]

American Tower Co. (REIT) (NYSE:AMT) Shares Sold by Berkeley Capital Partners LLC

Berkeley Capital Partners LLC lowered its holdings in American Tower Co. (REIT) (NYSE:AMT) by 1.1% during the first quarter, HoldingsChannel.com reports. The fund owned 3,805 shares of the real estate investment trust’s stock after selling 42 shares during the period. Berkeley Capital Partners LLC’s holdings in American Tower were worth $910,000 as of its most […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Commonwealth Equity Services LLC’s 5th Largest Position

Commonwealth Equity Services LLC grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 1.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,957,356 shares of the company’s stock after buying an additional 163,686 shares during the quarter. […]

SeaTown Holdings Pte. Ltd. Takes Position in Intel Co. (NASDAQ:INTC)

SeaTown Holdings Pte. Ltd. purchased a new position in Intel Co. (NASDAQ:INTC) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 120,000 shares of the chip maker’s stock, valued at approximately $7,680,000. Other large investors have also modified their holdings of the company. Norges […]

Foresight Wealth Management LLC Trims Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Foresight Wealth Management LLC decreased its stake in NVIDIA Co. (NASDAQ:NVDA) by 2.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,765 shares of the computer hardware maker’s stock after selling 43 shares during the quarter. Foresight Wealth […]

Retirement Group LLC Trims Position in Pfizer Inc. (NYSE:PFE)

Retirement Group LLC trimmed its holdings in Pfizer Inc. (NYSE:PFE) by 14.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 3,218 shares of the biopharmaceutical company’s stock after selling 547 shares during the quarter. Retirement Group LLC’s holdings in Pfizer were worth $117,000 as of its most recent filing with the SEC. […]

The Home Depot, Inc. (NYSE:HD) Shares Sold by Vontobel Swiss Wealth Advisors AG

Vontobel Swiss Wealth Advisors AG trimmed its position in shares of The Home Depot, Inc. (NYSE:HD) by 46.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,909 shares of the home improvement retailer’s stock after selling 1,686 shares during the quarter. Vontobel Swiss Wealth Advisors AG’s […]

Private Wealth Partners LLC Has $9.59 Million Holdings in Facebook, Inc. (NASDAQ:FB)

Private Wealth Partners LLC increased its position in shares of Facebook, Inc. (NASDAQ:FB) by 0.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 32,575 shares of the social networking company’s stock after purchasing an additional 247 shares during the quarter. Private Wealth […]

Trust Co. of Oklahoma Acquires Shares of 4,933 Cisco Systems, Inc. (NASDAQ:CSCO)

Trust Co. of Oklahoma acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,933 shares of the network equipment provider’s stock, valued at approximately $255,000. A number of […]

Applied Materials, Inc. (NASDAQ:AMAT) is Traynor Capital Management Inc.’s 10th Largest Position

Traynor Capital Management Inc. lifted its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 5.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 85,726 shares of the manufacturing equipment provider’s stock after purchasing an additional 4,139 shares during the quarter. Applied Materials comprises about 1.9% […]

Oxinas Partners Wealth Management LLC Buys 82 Shares of Visa Inc. (NYSE:V)

Oxinas Partners Wealth Management LLC boosted its stake in Visa Inc. (NYSE:V) by 6.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,310 shares of the credit-card processor’s stock after purchasing an additional 82 shares during the quarter. Oxinas Partners […]

Better Money Decisions LLC Buys Shares of 1,118 QUALCOMM Incorporated (NASDAQ:QCOM)

Better Money Decisions LLC purchased a new stake in QUALCOMM Incorporated (NASDAQ:QCOM) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,118 shares of the wireless technology company’s stock, valued at approximately $148,000. Several other hedge funds and other institutional […]

GVO Asset Management Ltd Purchases Shares of 189 BlackRock, Inc. (NYSE:BLK)

GVO Asset Management Ltd acquired a new stake in BlackRock, Inc. (NYSE:BLK) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 189 shares of the asset manager’s stock, valued at approximately $143,000. BlackRock makes up 0.1% of GVO Asset Management Ltd’s portfolio, making […]

Diversified Portfolios Inc. Grows Holdings in The Procter & Gamble Company (NYSE:PG)

Diversified Portfolios Inc. lifted its stake in The Procter & Gamble Company (NYSE:PG) by 40.7% during the first quarter, HoldingsChannel reports. The firm owned 10,562 shares of the company’s stock after purchasing an additional 3,053 shares during the period. The Procter & Gamble accounts for about 0.5% of Diversified Portfolios Inc.’s holdings, making the stock […]