SEC Filing Articles

Texas Permanent School Fund Acquires 1,412 Shares of ASGN Inc (ASGN)

Texas Permanent School Fund boosted its holdings in shares of ASGN Inc (NYSE:ASGN) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,752 shares of the business services provider’s stock after acquiring an additional 1,412 shares during the […]

Virginia Retirement Systems ET AL Sells 700 Shares of PepsiCo, Inc. (PEP)

Virginia Retirement Systems ET AL lowered its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 0.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 300,862 shares of the company’s stock after selling 700 shares during the quarter. Virginia Retirement Systems ET AL’s holdings in […]

FirstEnergy Corp. (FE) Shares Bought by Semmax Financial Advisors Inc.

Semmax Financial Advisors Inc. lifted its stake in FirstEnergy Corp. (NYSE:FE) by 134.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 12,829 shares of the utilities provider’s stock after buying an additional 7,352 shares during the quarter. Semmax Financial Advisors Inc.’s holdings in FirstEnergy were worth $534,000 at the end of the most […]

Lam Research Co. (LRCX) Shares Sold by HGK Asset Management Inc.

HGK Asset Management Inc. lessened its holdings in shares of Lam Research Co. (NASDAQ:LRCX) by 5.1% during the 1st quarter, HoldingsChannel reports. The fund owned 3,705 shares of the semiconductor company’s stock after selling 198 shares during the period. HGK Asset Management Inc.’s holdings in Lam Research were worth $663,000 as of its most recent […]

Semmax Financial Advisors Inc. Sells 3,380 Shares of Vanguard Long-Term Bond ETF (BLV)

Semmax Financial Advisors Inc. trimmed its position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 12.6% 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 23,503 shares of the company’s stock after selling 3,380 shares during the period. […]

Perspecta Inc (PRSP) Position Lessened by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank lowered its position in shares of Perspecta Inc (NASDAQ:PRSP) by 14.4% in the first quarter, HoldingsChannel reports. The firm owned 8,627 shares of the company’s stock after selling 1,451 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Perspecta were worth $174,000 at the end of the most recent reporting […]

30,666 Shares in Booking Holdings Inc. (BKNG) Purchased by Great Lakes Advisors LLC

Great Lakes Advisors LLC bought a new stake in Booking Holdings Inc. (NASDAQ:BKNG) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 30,666 shares of the business services provider’s stock, valued at approximately $53,509,000. Booking comprises 1.2% of Great Lakes Advisors […]

Alerian MLP ETF (AMLP) Holdings Lifted by Greatmark Investment Partners Inc.

Greatmark Investment Partners Inc. raised its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP) by 8.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 171,425 shares of the exchange traded fund’s stock after purchasing an additional 13,875 shares during the period. Greatmark […]

Toronto Dominion Bank Boosts Holdings in Expedia Group Inc (EXPE)

Toronto Dominion Bank grew its holdings in shares of Expedia Group Inc (NASDAQ:EXPE) by 14.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 86,524 shares of the online travel company’s stock after acquiring an additional 10,866 shares during the quarter. Toronto Dominion Bank’s holdings […]

Vanguard Total Stock Market ETF (VTI) Position Increased by Wealthstreet Investment Advisors LLC

Wealthstreet Investment Advisors LLC grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 88.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,850 shares of the company’s stock after purchasing an additional 6,045 shares during the quarter. Wealthstreet Investment […]

Victory Capital Management Inc. Buys 85,625 Shares of Orthofix Medical Inc (OFIX)

Victory Capital Management Inc. boosted its stake in Orthofix Medical Inc (NASDAQ:OFIX) by 26.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 411,688 shares of the medical device company’s stock after purchasing an additional 85,625 shares during the period. Victory Capital Management […]

Lowe’s Companies, Inc. (LOW) Shares Bought by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 1.2% in the first quarter, Holdings Channel reports. The fund owned 163,825 shares of the home improvement retailer’s stock after acquiring an additional 1,969 shares during the quarter. Wedge Capital Management L L P NC’s holdings in […]

Pentair PLC (PNR) Position Raised by Great Lakes Advisors LLC

Great Lakes Advisors LLC increased its position in shares of Pentair PLC (NYSE:PNR) by 55.3% in the 1st quarter, HoldingsChannel.com reports. The firm owned 331,594 shares of the industrial products company’s stock after acquiring an additional 118,102 shares during the quarter. Great Lakes Advisors LLC’s holdings in Pentair were worth $14,759,000 at the end of […]

Hasbro, Inc. (HAS) Stake Lifted by HGK Asset Management Inc.

HGK Asset Management Inc. raised its position in Hasbro, Inc. (NASDAQ:HAS) by 2.2% during the first quarter, HoldingsChannel.com reports. The firm owned 71,034 shares of the company’s stock after purchasing an additional 1,538 shares during the period. Hasbro comprises 1.8% of HGK Asset Management Inc.’s portfolio, making the stock its 28th largest holding. HGK Asset […]

Amdocs Limited (DOX) Shares Sold by Seizert Capital Partners LLC

Seizert Capital Partners LLC decreased its holdings in shares of Amdocs Limited (NASDAQ:DOX) by 55.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 218,188 shares of the technology company’s stock after selling 276,681 shares during the period. Seizert Capital Partners LLC’s holdings in Amdocs were worth $11,806,000 at the end of the most […]

JPMorgan Chase & Co. Acquires 3,766,969 Shares of JPMorgan BetaBuilders Canada ETF (BBCA)

JPMorgan Chase & Co. boosted its holdings in shares of JPMorgan BetaBuilders Canada ETF (NYSEARCA:BBCA) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 94,608,033 shares of the company’s stock after acquiring an additional 3,766,969 shares during the […]

Smith Moore & CO. Sells 15,745 Shares of Vanguard Total World Stock ETF (VT)

Smith Moore & CO. lowered its holdings in Vanguard Total World Stock ETF (NYSEARCA:VT) by 51.7% in the first quarter, HoldingsChannel.com reports. The firm owned 14,736 shares of the exchange traded fund’s stock after selling 15,745 shares during the quarter. Smith Moore & CO.’s holdings in Vanguard Total World Stock ETF were worth $1,078,000 as […]

Schwab U.S. Aggregate Bond ETF (SCHZ) Holdings Cut by OptiFour Integrated Wealth Management LLC

OptiFour Integrated Wealth Management LLC cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 55,589 shares of the company’s stock after selling 939 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 2.4% of OptiFour Integrated Wealth Management LLC’s investment […]

Jackson Grant Investment Advisers Inc. Sells 658 Shares of iShares Russell 2000 Growth ETF (IWO)

Jackson Grant Investment Advisers Inc. lessened its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 7.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,099 shares of the exchange traded fund’s stock after selling 658 shares during the period. […]

Penn Capital Management Co. Inc. Boosts Stake in Milacron Holdings Corp (MCRN)

Penn Capital Management Co. Inc. lifted its stake in shares of Milacron Holdings Corp (NYSE:MCRN) by 5.9% in the first quarter, Holdings Channel reports. The institutional investor owned 856,106 shares of the industrial products company’s stock after buying an additional 47,539 shares during the quarter. Penn Capital Management Co. Inc.’s holdings in Milacron were worth […]

LSV Asset Management Acquires 1,387,767 Shares of Phillips 66 (PSX)

LSV Asset Management lifted its holdings in shares of Phillips 66 (NYSE:PSX) by 43.3% during the 1st quarter, HoldingsChannel reports. The firm owned 4,589,195 shares of the oil and gas company’s stock after buying an additional 1,387,767 shares during the period. LSV Asset Management’s holdings in Phillips 66 were worth $436,753,000 as of its most […]

Penn Capital Management Co. Inc. Acquires 250,437 Shares of Summit Materials Inc (SUM)

Penn Capital Management Co. Inc. increased its holdings in shares of Summit Materials Inc (NYSE:SUM) by 34.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 968,847 shares of the construction company’s stock after purchasing an additional 250,437 shares during the period. Summit Materials […]

JPMorgan Chase & Co. Trims Stake in CBRE Group Inc (CBRE)

JPMorgan Chase & Co. lessened its holdings in shares of CBRE Group Inc (NYSE:CBRE) by 4.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,372,772 shares of the financial services provider’s stock after selling 678,204 shares during the quarter. JPMorgan Chase & Co.’s holdings in CBRE […]

Spark Investment Management LLC Acquires 22,200 Shares of Chefs’ Warehouse Inc (CHEF)

Spark Investment Management LLC lifted its position in shares of Chefs’ Warehouse Inc (NASDAQ:CHEF) by 21.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 124,700 shares of the company’s stock after acquiring an additional 22,200 shares during the period. Spark Investment […]

Mid Atlantic Financial Management Inc. ADV Has $759,000 Holdings in Vanguard Information Technology ETF (VGT)

Mid Atlantic Financial Management Inc. ADV raised its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT) by 2.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,782 shares of the exchange traded fund’s stock after acquiring an additional 107 shares during the […]

Vera Bradley, Inc. (VRA) Holdings Boosted by Spark Investment Management LLC

Spark Investment Management LLC grew its holdings in Vera Bradley, Inc. (NASDAQ:VRA) by 3.4% during the first quarter, HoldingsChannel reports. The firm owned 330,329 shares of the textile maker’s stock after acquiring an additional 11,014 shares during the period. Spark Investment Management LLC’s holdings in Vera Bradley were worth $4,376,000 at the end of the […]

Marathon Petroleum Corp (MPC) Shares Sold by Trustcore Financial Services LLC

Trustcore Financial Services LLC reduced its position in Marathon Petroleum Corp (NYSE:MPC) by 40.8% in the 1st quarter, HoldingsChannel reports. The firm owned 670 shares of the oil and gas company’s stock after selling 461 shares during the period. Trustcore Financial Services LLC’s holdings in Marathon Petroleum were worth $40,000 at the end of the […]

Thornburg Investment Management Inc. Takes $301,000 Position in Boston Scientific Co. (BSX)

Thornburg Investment Management Inc. purchased a new position in Boston Scientific Co. (NYSE:BSX) during the 1st quarter, HoldingsChannel.com reports. The fund purchased 7,851 shares of the medical equipment provider’s stock, valued at approximately $301,000. A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. BlackRock […]

SPDR S&P Biotech ETF (XBI) Stake Raised by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC grew its position in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI) by 14.3% during the first quarter, Holdings Channel reports. The institutional investor owned 19,444 shares of the exchange traded fund’s stock after purchasing an additional 2,436 shares during the period. SPDR S&P Biotech ETF comprises 0.9% of TrinityPoint Wealth LLC’s investment […]

TrinityPoint Wealth LLC Takes Position in VF Corp (VFC)

TrinityPoint Wealth LLC purchased a new position in VF Corp (NYSE:VFC) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,677 shares of the textile maker’s stock, valued at approximately $320,000. Other hedge funds also recently made changes to their positions in […]

iShares Russell 2000 Growth ETF (IWO) Stake Lessened by Mid Atlantic Financial Management Inc. ADV

Mid Atlantic Financial Management Inc. ADV decreased its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 4.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 4,571 shares of the exchange traded fund’s stock after selling 194 shares during the period. Mid Atlantic Financial […]

Service Co. International (SCI) Shares Bought by Mason Street Advisors LLC

Mason Street Advisors LLC raised its holdings in Service Co. International (NYSE:SCI) by 1.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 96,412 shares of the company’s stock after purchasing an additional 1,629 shares during the quarter. Mason Street Advisors LLC’s holdings in […]

Mason Street Advisors LLC Has $12.40 Million Holdings in American Tower Corp (AMT)

Mason Street Advisors LLC raised its position in American Tower Corp (NYSE:AMT) by 1.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 62,934 shares of the real estate investment trust’s stock after buying an additional 832 shares during the period. Mason Street Advisors […]

MERIAN GLOBAL INVESTORS UK Ltd Purchases 13,430 Shares of Ternium SA (TX)

MERIAN GLOBAL INVESTORS UK Ltd raised its position in Ternium SA (NYSE:TX) by 4.9% during the first quarter, Holdings Channel reports. The institutional investor owned 289,025 shares of the basic materials company’s stock after buying an additional 13,430 shares during the quarter. MERIAN GLOBAL INVESTORS UK Ltd’s holdings in Ternium were worth $7,867,000 at the […]

16,527 Shares in Flex Ltd (FLEX) Purchased by Parametrica Management Ltd

Parametrica Management Ltd acquired a new stake in shares of Flex Ltd (NASDAQ:FLEX) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 16,527 shares of the technology company’s stock, valued at approximately $165,000. Several other hedge funds and other institutional investors have also modified their holdings of the company. Victory Capital Management Inc. grew […]

Parametrica Management Ltd Takes $220,000 Position in Forward Air Co. (FWRD)

Parametrica Management Ltd acquired a new position in shares of Forward Air Co. (NASDAQ:FWRD) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,394 shares of the transportation company’s stock, valued at approximately $220,000. Other hedge funds also recently added to or reduced their […]

Miracle Mile Advisors LLC Raises Holdings in SPDR S&P Dividend ETF (SDY)

Miracle Mile Advisors LLC grew its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 5.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,387 shares of the company’s stock after purchasing an additional 125 shares during the quarter. Miracle Mile Advisors LLC’s […]

Miracle Mile Advisors LLC Purchases Shares of 900 Chipotle Mexican Grill, Inc. (CMG)

Miracle Mile Advisors LLC purchased a new position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 900 shares of the restaurant operator’s stock, valued at approximately $639,000. A number of other hedge funds and other institutional […]

Principal Millennials Index ETF (GENY) Stake Lifted by Global Retirement Partners LLC

Global Retirement Partners LLC lifted its position in Principal Millennials Index ETF (NASDAQ:GENY) by 82.7% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 2,411 shares of the company’s stock after purchasing an additional 1,091 shares during the period. Global Retirement Partners LLC’s holdings in Principal Millennials Index […]

Vanguard Tax-Exempt Bond ETF (VTEB) Holdings Boosted by Global Retirement Partners LLC

Global Retirement Partners LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 70.6% during the 1st quarter, HoldingsChannel reports. The fund owned 3,061 shares of the company’s stock after acquiring an additional 1,267 shares during the period. Global Retirement Partners LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $160,000 as […]

8,053 Shares in Quanta Services Inc (PWR) Purchased by Independent Advisor Alliance

Independent Advisor Alliance purchased a new position in Quanta Services Inc (NYSE:PWR) in the first quarter, HoldingsChannel reports. The fund purchased 8,053 shares of the construction company’s stock, valued at approximately $304,000. A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PWR. Fort L.P. acquired […]

Independent Advisor Alliance Boosts Position in Eversource Energy (ES)

Independent Advisor Alliance increased its position in shares of Eversource Energy (NYSE:ES) by 9.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,573 shares of the utilities provider’s stock after buying an additional 400 shares during the quarter. Independent Advisor Alliance’s holdings in […]

Stratos Wealth Partners LTD. Has $1.21 Million Position in Newell Brands Inc (NWL)

Stratos Wealth Partners LTD. cut its holdings in Newell Brands Inc (NYSE:NWL) by 1.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 78,592 shares of the company’s stock after selling 1,209 shares during the period. Stratos Wealth Partners LTD.’s holdings […]

Stratos Wealth Partners LTD. Acquires 3,379 Shares of Vanguard Consumer Staples ETF (VDC)

Stratos Wealth Partners LTD. boosted its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC) by 48.0% in the 1st quarter, Holdings Channel reports. The firm owned 10,424 shares of the company’s stock after purchasing an additional 3,379 shares during the period. Stratos Wealth Partners LTD.’s holdings in Vanguard Consumer Staples ETF were worth $1,514,000 at the […]

New York State Teachers Retirement System Acquires 1,536 Shares of Verisign, Inc. (VRSN)

New York State Teachers Retirement System increased its holdings in Verisign, Inc. (NASDAQ:VRSN) by 1.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,974 shares of the information services provider’s stock after purchasing an additional 1,536 shares during the period. New […]

Cadence Design Systems Inc (CDNS) Position Reduced by New York State Teachers Retirement System

New York State Teachers Retirement System lessened its position in Cadence Design Systems Inc (NASDAQ:CDNS) by 0.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 434,145 shares of the software maker’s stock after selling 2,309 shares during the period. New York State Teachers Retirement System’s holdings in Cadence Design Systems were worth $27,573,000 as […]

Sumitomo Mitsui Asset Management Company LTD Raises Holdings in Xcel Energy Inc (XEL)

Sumitomo Mitsui Asset Management Company LTD raised its stake in Xcel Energy Inc (NYSE:XEL) by 7.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,414 shares of the utilities provider’s stock after purchasing an additional 2,825 shares during the period. […]

Sumitomo Mitsui Asset Management Company LTD Has $2.54 Million Holdings in NetApp Inc. (NTAP)

Sumitomo Mitsui Asset Management Company LTD lowered its stake in shares of NetApp Inc. (NASDAQ:NTAP) by 4.6% in the first quarter, Holdings Channel reports. The firm owned 36,699 shares of the data storage provider’s stock after selling 1,761 shares during the period. Sumitomo Mitsui Asset Management Company LTD’s holdings in NetApp were worth $2,544,000 as […]

Raymond James Financial Services Advisors Inc. Sells 30,764 Shares of Fastenal (FAST)

Raymond James Financial Services Advisors Inc. trimmed its position in Fastenal (NASDAQ:FAST) by 11.6% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 234,277 shares of the company’s stock after selling 30,764 shares during the period. Raymond James Financial Services Advisors Inc.’s holdings in Fastenal were worth […]

Penn Capital Management Co. Inc. Has $77,000 Stake in Northern Oil & Gas, Inc. (NOG)

Penn Capital Management Co. Inc. cut its stake in shares of Northern Oil & Gas, Inc. (NYSEAMERICAN:NOG) by 56.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,193 shares of the energy company’s stock after selling 37,041 shares during the quarter. Penn Capital […]