SEC Filing Articles

Founders Financial Securities LLC Has $586,000 Stake in salesforce.com, inc. (NYSE:CRM)

Founders Financial Securities LLC boosted its stake in salesforce.com, inc. (NYSE:CRM) by 69.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,634 shares of the CRM provider’s stock after acquiring an additional 1,075 shares during the quarter. Founders Financial Securities LLC’s holdings in salesforce.com were worth $586,000 as of its most recent […]

Advisory Services Network LLC Has $7.67 Million Stock Holdings in Abbott Laboratories (NYSE:ABT)

Advisory Services Network LLC raised its holdings in Abbott Laboratories (NYSE:ABT) by 7.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 70,061 shares of the healthcare product maker’s stock after purchasing an additional 4,877 shares during the quarter. Advisory Services Network LLC’s […]

Advisory Services Network LLC Acquires 391 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Advisory Services Network LLC raised its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 0.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 46,043 shares of the credit services provider’s stock after acquiring an additional 391 shares during the quarter. Advisory Services Network LLC’s holdings […]

Advisory Services Network LLC Reduces Position in SPDR Gold Shares (NYSEARCA:GLD)

Advisory Services Network LLC decreased its position in shares of SPDR Gold Shares (NYSEARCA:GLD) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 75,461 shares of the exchange traded fund’s stock after selling 4,990 shares during the quarter. SPDR […]

Smith Asset Management Group LP Cuts Stock Holdings in Adobe Inc. (NASDAQ:ADBE)

Smith Asset Management Group LP trimmed its position in Adobe Inc. (NASDAQ:ADBE) by 15.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 90,181 shares of the software company’s stock after selling 16,072 shares during the quarter. Adobe accounts for 2.6% of Smith Asset […]

Harvest Fund Management Co. Ltd Sells 136 Shares of Broadcom Inc. (NASDAQ:AVGO)

Harvest Fund Management Co. Ltd lowered its stake in Broadcom Inc. (NASDAQ:AVGO) by 3.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 4,182 shares of the semiconductor manufacturer’s stock after selling 136 shares during the quarter. Harvest Fund Management Co. Ltd’s holdings in Broadcom were worth $1,831,000 at the end of the most recent […]

NVIDIA Co. (NASDAQ:NVDA) Shares Sold by Harvest Fund Management Co. Ltd

Harvest Fund Management Co. Ltd lowered its stake in shares of NVIDIA Co. (NASDAQ:NVDA) by 6.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 57,137 shares of the computer hardware maker’s stock after selling 3,654 shares during the quarter. NVIDIA accounts for 2.6% of Harvest Fund Management Co. Ltd’s investment portfolio, making the […]

Fiera Capital Corp Sells 3,855 Shares of NVIDIA Co. (NASDAQ:NVDA)

Fiera Capital Corp lessened its position in NVIDIA Co. (NASDAQ:NVDA) by 5.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 73,092 shares of the computer hardware maker’s stock after selling 3,855 shares during the quarter. Fiera Capital Corp’s holdings in NVIDIA were worth […]

Ilmarinen Mutual Pension Insurance Co Increases Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Ilmarinen Mutual Pension Insurance Co raised its stake in shares of The Procter & Gamble Company (NYSE:PG) by 2.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 292,300 shares of the company’s stock after acquiring an additional 7,800 shares during the period. The Procter & Gamble accounts for about 0.5% of Ilmarinen Mutual […]

Duality Advisers LP Takes $3.29 Million Position in DocuSign, Inc. (NASDAQ:DOCU)

Duality Advisers LP bought a new stake in DocuSign, Inc. (NASDAQ:DOCU) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 14,813 shares of the company’s stock, valued at approximately $3,293,000. A number of other institutional investors and hedge funds have also recently […]

Sawtooth Solutions LLC Purchases 1,950 Shares of Alphabet Inc. (NASDAQ:GOOG)

Sawtooth Solutions LLC increased its position in Alphabet Inc. (NASDAQ:GOOG) by 37.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,193 shares of the information services provider’s stock after purchasing an additional 1,950 shares during the quarter. Sawtooth Solutions LLC’s […]

Phillips 66 (NYSE:PSX) Stake Boosted by Ilmarinen Mutual Pension Insurance Co

Ilmarinen Mutual Pension Insurance Co grew its stake in shares of Phillips 66 (NYSE:PSX) by 71.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 82,732 shares of the oil and gas company’s stock after purchasing an additional 34,400 shares during the quarter. […]

Annandale Capital LLC Makes New $218,000 Investment in Booking Holdings Inc. (NASDAQ:BKNG)

Annandale Capital LLC bought a new position in Booking Holdings Inc. (NASDAQ:BKNG) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 98 shares of the business services provider’s stock, valued at approximately $218,000. Several other institutional investors have also bought and sold shares […]

Brouwer & Janachowski LLC Sells 38,818 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Brouwer & Janachowski LLC trimmed its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 868,549 shares of the exchange traded fund’s stock after selling 38,818 shares during the […]

Annandale Capital LLC Invests $2.33 Million in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Annandale Capital LLC purchased a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 45,012 shares of the exchange traded fund’s stock, valued at approximately $2,326,000. iShares MSCI Emerging Markets ETF makes up 1.9% of Annandale Capital LLC’s investment portfolio, making the stock its 17th largest […]

Sunbelt Securities Inc. Has $428,000 Stock Position in CDW Co. (NASDAQ:CDW)

Sunbelt Securities Inc. reduced its position in CDW Co. (NASDAQ:CDW) by 17.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,247 shares of the information technology services provider’s stock after selling 694 shares during the period. Sunbelt Securities Inc.’s holdings in CDW were worth $428,000 at the […]

Verizon Communications Inc. (NYSE:VZ) Shares Sold by Hancock Whitney Corp

Hancock Whitney Corp lessened its stake in Verizon Communications Inc. (NYSE:VZ) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 159,349 shares of the cell phone carrier’s stock after selling 5,102 shares during the period. Hancock Whitney Corp’s holdings in […]

Liberty Wealth Management LLC Has $459,000 Stock Position in Intel Co. (NASDAQ:INTC)

Liberty Wealth Management LLC boosted its position in Intel Co. (NASDAQ:INTC) by 14.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 8,105 shares of the chip maker’s stock after purchasing an additional 1,022 shares during the period. Liberty Wealth Management LLC’s holdings in Intel were worth $459,000 […]

Phillips 66 (NYSE:PSX) Shares Sold by Seven Eight Capital LP

Seven Eight Capital LP decreased its holdings in shares of Phillips 66 (NYSE:PSX) by 35.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,600 shares of the oil and gas company’s stock after selling 13,100 shares during the quarter. Seven Eight Capital […]

S&P Global Inc. (NYSE:SPGI) Shares Sold by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC trimmed its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,817 shares of the business services provider’s stock after selling 87 shares during the period. Robertson […]

Sawtooth Solutions LLC Has $6.85 Million Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)

Sawtooth Solutions LLC boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 26.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 42,672 shares of the home improvement retailer’s stock after buying an additional 8,932 shares during the period. Sawtooth Solutions LLC’s holdings in Lowe’s […]

Varma Mutual Pension Insurance Co Lowers Stock Position in Southwest Airlines Co. (NYSE:LUV)

Varma Mutual Pension Insurance Co decreased its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 57.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,206 shares of the airline’s stock after selling 115,794 shares during the quarter. Varma Mutual Pension Insurance […]

McDonald’s Co. (NYSE:MCD) Shares Acquired by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co lifted its holdings in shares of McDonald’s Co. (NYSE:MCD) by 18.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 10,958 shares of the fast-food giant’s stock after acquiring an additional 1,705 shares during the period. Varma Mutual Pension Insurance Co’s holdings in McDonald’s were worth $2,351,000 at the […]

Sawtooth Solutions LLC Purchases 5,509 Shares of AbbVie Inc. (NYSE:ABBV)

Sawtooth Solutions LLC raised its position in AbbVie Inc. (NYSE:ABBV) by 4.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 128,323 shares of the company’s stock after purchasing an additional 5,509 shares during the period. Sawtooth Solutions LLC’s holdings in AbbVie were worth $13,750,000 at the end of the most recent quarter. A number […]

Harvest Fund Management Co. Ltd Buys 1,105 Shares of BeiGene, Ltd. (NASDAQ:BGNE)

Harvest Fund Management Co. Ltd lifted its stake in shares of BeiGene, Ltd. (NASDAQ:BGNE) by 3.8% during the 4th quarter, HoldingsChannel reports. The firm owned 29,828 shares of the company’s stock after acquiring an additional 1,105 shares during the period. BeiGene comprises 0.7% of Harvest Fund Management Co. Ltd’s investment portfolio, making the stock its […]

Harvest Fund Management Co. Ltd Lowers Position in Costco Wholesale Co. (NASDAQ:COST)

Harvest Fund Management Co. Ltd cut its stake in Costco Wholesale Co. (NASDAQ:COST) by 9.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,574 shares of the retailer’s stock after selling 480 shares during the period. Harvest Fund Management Co. Ltd’s holdings in […]

Hancock Whitney Corp Has $12.78 Million Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

Hancock Whitney Corp lowered its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 6.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 310,132 shares of the oil and gas company’s stock after selling 20,508 shares during the period. Hancock Whitney Corp’s holdings in Exxon […]

Otter Creek Advisors LLC Sells 40,943 Shares of Hologic, Inc. (NASDAQ:HOLX)

Otter Creek Advisors LLC lowered its holdings in Hologic, Inc. (NASDAQ:HOLX) by 36.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,763 shares of the medical equipment provider’s stock after selling 40,943 shares during the period. Hologic comprises 4.2% of Otter Creek […]

Stryker Co. (NYSE:SYK) Stock Position Raised by D.B. Root & Company LLC

D.B. Root & Company LLC boosted its stake in Stryker Co. (NYSE:SYK) by 11.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,500 shares of the medical technology company’s stock after acquiring an additional 247 shares during the quarter. D.B. Root & Company LLC’s holdings in Stryker were worth $612,000 as of […]

Sawtooth Solutions LLC Raises Holdings in NextEra Energy, Inc. (NYSE:NEE)

Sawtooth Solutions LLC boosted its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 412.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,524 shares of the utilities provider’s stock after buying an additional 104,246 shares during the period. […]

Gerber Kawasaki Wealth & Investment Management Raises Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)

Gerber Kawasaki Wealth & Investment Management raised its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,148 shares of the wireless technology company’s stock after acquiring an additional 767 shares during the […]

Gerber Kawasaki Wealth & Investment Management Boosts Stake in Target Co. (NYSE:TGT)

Gerber Kawasaki Wealth & Investment Management raised its holdings in Target Co. (NYSE:TGT) by 18.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,658 shares of the retailer’s stock after purchasing an additional 732 shares during the period. Gerber Kawasaki Wealth & Investment Management’s holdings in Target were worth $822,000 at the end […]

Nvwm LLC Has $3.81 Million Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Nvwm LLC grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 16,265 shares of the credit services provider’s stock after acquiring an additional 258 shares during the quarter. PayPal comprises approximately 1.6% of Nvwm LLC’s holdings, […]

Annandale Capital LLC Takes $11.24 Million Position in Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM)

Annandale Capital LLC bought a new stake in shares of Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 122,773 shares of the company’s stock, valued at approximately $11,235,000. Vanguard High Dividend […]

CWA Asset Management Group LLC Has $466,000 Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

CWA Asset Management Group LLC trimmed its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 8.0% in the fourth quarter, HoldingsChannel reports. The firm owned 1,988 shares of the credit services provider’s stock after selling 173 shares during the period. CWA Asset Management Group LLC’s holdings in PayPal were worth $466,000 as of its most recent […]

Donoghue Forlines LLC Purchases Shares of 1,644 FactSet Research Systems Inc. (NYSE:FDS)

Donoghue Forlines LLC purchased a new stake in FactSet Research Systems Inc. (NYSE:FDS) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,644 shares of the business services provider’s stock, valued at approximately $547,000. Several other hedge funds and other […]

Arkadios Wealth Advisors Buys 6,980 Shares of The Walt Disney Company (NYSE:DIS)

Arkadios Wealth Advisors lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 117.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,930 shares of the entertainment giant’s stock after purchasing an additional 6,980 shares during the quarter. Arkadios […]

Harvest Fund Management Co. Ltd Sells 2,545 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Harvest Fund Management Co. Ltd reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 15.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,562 shares of the semiconductor manufacturer’s stock after selling 2,545 shares during the quarter. Harvest Fund Management Co. Ltd’s […]

Ilmarinen Mutual Pension Insurance Co Sells 32,000 Shares of Enbridge Inc. (NYSE:ENB)

Ilmarinen Mutual Pension Insurance Co trimmed its holdings in Enbridge Inc. (NYSE:ENB) (TSE:ENB) by 5.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 598,000 shares of the pipeline company’s stock after selling 32,000 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in […]

Bessemer Group Inc. Has $123.19 Million Stock Position in The Coca-Cola Company (NYSE:KO)

Bessemer Group Inc. increased its stake in The Coca-Cola Company (NYSE:KO) by 33.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,246,323 shares of the company’s stock after acquiring an additional 564,218 shares during the quarter. Bessemer Group Inc. owned […]

Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by Smith Asset Management Group LP

Smith Asset Management Group LP cut its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 36.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 46,790 shares of the manufacturing equipment provider’s stock after selling 27,210 shares during the period. Smith Asset Management […]

Barometer Capital Management Inc. Buys Shares of 24,200 Twilio Inc. (NYSE:TWLO)

Barometer Capital Management Inc. bought a new stake in Twilio Inc. (NYSE:TWLO) during the fourth quarter, Holdings Channel.com reports. The firm bought 24,200 shares of the technology company’s stock, valued at approximately $8,192,000. Twilio accounts for 1.5% of Barometer Capital Management Inc.’s investment portfolio, making the stock its 18th largest holding. Several other hedge funds […]

Oregon Public Employees Retirement Fund Has $3.05 Million Stake in Arista Networks, Inc. (NYSE:ANET)

Oregon Public Employees Retirement Fund decreased its position in Arista Networks, Inc. (NYSE:ANET) by 10.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,499 shares of the technology company’s stock after selling 1,283 shares during the period. Oregon Public […]

Advisory Services Network LLC Acquires 5,391 Shares of Vanguard Total Bond Market Index Fund ETF Shares (NASDAQ:BND)

Advisory Services Network LLC raised its holdings in shares of Vanguard Total Bond Market Index Fund ETF Shares (NASDAQ:BND) by 5.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 104,296 shares of the company’s stock after acquiring an additional 5,391 shares during the […]

STA Wealth Management LLC Grows Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

STA Wealth Management LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 18.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,643 shares of the healthcare conglomerate’s stock after buying an additional 253 shares during the quarter. STA Wealth Management LLC’s holdings in […]

STA Wealth Management LLC Increases Stock Position in Air Products and Chemicals, Inc. (NYSE:APD)

STA Wealth Management LLC grew its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD) by 13.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,638 shares of the basic materials company’s stock after acquiring an additional 188 shares […]

Gerber Kawasaki Wealth & Investment Management Buys 2,188 Shares of NIKE, Inc. (NYSE:NKE)

Gerber Kawasaki Wealth & Investment Management grew its stake in shares of NIKE, Inc. (NYSE:NKE) by 15.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 16,281 shares of the footwear maker’s stock after acquiring an additional 2,188 shares during the period. Gerber Kawasaki Wealth & Investment Management’s holdings in NIKE were worth $2,303,000 […]

Garland Capital Management Inc. Decreases Stock Holdings in International Business Machines Co. (NYSE:IBM)

Garland Capital Management Inc. trimmed its position in shares of International Business Machines Co. (NYSE:IBM) by 56.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 31,396 shares of the technology company’s stock after selling 40,755 shares during the period. International Business Machines accounts for about 3.3% of Garland Capital Management Inc.’s investment portfolio, […]

Wells Fargo & Company MN Has $738.37 Million Stake in Eli Lilly and Company (NYSE:LLY)

Wells Fargo & Company MN decreased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 4.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,373,214 shares of the company’s stock after selling 194,710 shares during the quarter. Wells Fargo […]

1,740 Shares in Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) Acquired by Founders Financial Securities LLC

Founders Financial Securities LLC bought a new position in Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,740 shares of the biopharmaceutical company’s stock, valued at approximately $272,000. A number of other hedge funds and other institutional […]