SEC Filing Articles

Centre Asset Management LLC Takes Position in WEC Energy Group Inc (NYSE:WEC)

Centre Asset Management LLC purchased a new stake in WEC Energy Group Inc (NYSE:WEC) during the third quarter, according to its most recent filing with the SEC. The firm purchased 4,330 shares of the utilities provider’s stock, valued at approximately $412,000. Several other large investors also recently made changes to their positions in WEC. First […]

Aldebaran Financial Inc. Acquires 377 Shares of Dollar General Corp. (NYSE:DG)

Aldebaran Financial Inc. lifted its holdings in shares of Dollar General Corp. (NYSE:DG) by 2.2% in the third quarter, Holdings Channel.com reports. The fund owned 17,858 shares of the company’s stock after purchasing an additional 377 shares during the quarter. Dollar General accounts for approximately 1.9% of Aldebaran Financial Inc.’s portfolio, making the stock its […]

Aldebaran Financial Inc. Makes New $853,000 Investment in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Aldebaran Financial Inc. bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,229 shares of the company’s stock, valued at approximately $853,000. Several other hedge funds have also modified their […]

Aldebaran Financial Inc. Grows Stake in Duke Energy Corp (NYSE:DUK)

Aldebaran Financial Inc. raised its stake in Duke Energy Corp (NYSE:DUK) by 1.5% during the third quarter, HoldingsChannel reports. The fund owned 13,946 shares of the utilities provider’s stock after buying an additional 203 shares during the period. Aldebaran Financial Inc.’s holdings in Duke Energy were worth $1,341,000 as of its most recent SEC filing. […]

Southwest Airlines Co (NYSE:LUV) Stock Position Lowered by Aldebaran Financial Inc.

Aldebaran Financial Inc. lessened its position in Southwest Airlines Co (NYSE:LUV) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 36,913 shares of the airline’s stock after selling 1,631 shares during the quarter. Southwest Airlines makes up about 1.3% of Aldebaran Financial […]

Newman Dignan & Sheerar Inc. Has $798,000 Stock Holdings in Automatic Data Processing (NASDAQ:ADP)

Newman Dignan & Sheerar Inc. lessened its stake in shares of Automatic Data Processing (NASDAQ:ADP) by 5.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,945 shares of the business services provider’s stock after selling 300 shares during the […]

Newman Dignan & Sheerar Inc. Cuts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Newman Dignan & Sheerar Inc. trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,257 shares of the company’s stock after selling 322 shares during the period. Newman […]

Newman Dignan & Sheerar Inc. Acquires New Holdings in Northrop Grumman Co. (NYSE:NOC)

Newman Dignan & Sheerar Inc. acquired a new stake in shares of Northrop Grumman Co. (NYSE:NOC) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 567 shares of the aerospace company’s stock, valued at approximately $213,000. A number of other institutional investors […]

Boston Trust Walden Corp Lowers Stake in Union Pacific Co. (NYSE:UNP)

Boston Trust Walden Corp reduced its position in shares of Union Pacific Co. (NYSE:UNP) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 551,303 shares of the railroad operator’s stock after selling 8,645 shares during the quarter. Union […]

Boston Trust Walden Corp Sells 384 Shares of UnitedHealth Group Inc (NYSE:UNH)

Boston Trust Walden Corp reduced its stake in UnitedHealth Group Inc (NYSE:UNH) by 0.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 332,945 shares of the healthcare conglomerate’s stock after selling 384 shares during the quarter. UnitedHealth Group comprises 0.9% […]

Omnicom Group Inc. (NYSE:OMC) Stock Position Reduced by Boston Trust Walden Corp

Boston Trust Walden Corp cut its stake in shares of Omnicom Group Inc. (NYSE:OMC) by 1.8% during the third quarter, HoldingsChannel.com reports. The firm owned 663,416 shares of the business services provider’s stock after selling 12,243 shares during the period. Boston Trust Walden Corp’s holdings in Omnicom Group were worth $51,945,000 as of its most […]

Boston Trust Walden Corp Has $36.84 Million Stake in M&T Bank Co. (NYSE:MTB)

Boston Trust Walden Corp boosted its position in shares of M&T Bank Co. (NYSE:MTB) by 4.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 233,233 shares of the financial services provider’s stock after acquiring an additional 9,108 shares during the quarter. […]

Boston Trust Walden Corp Sells 11,027 Shares of Colgate-Palmolive (NYSE:CL)

Boston Trust Walden Corp reduced its stake in shares of Colgate-Palmolive (NYSE:CL) by 1.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 598,660 shares of the company’s stock after selling 11,027 shares during the quarter. Boston Trust Walden Corp […]

United Technologies Co. (NYSE:UTX) Shares Sold by Newman Dignan & Sheerar Inc.

Newman Dignan & Sheerar Inc. lowered its stake in shares of United Technologies Co. (NYSE:UTX) by 1.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,259 shares of the conglomerate’s stock after selling 150 shares during the quarter. Newman Dignan & […]

Newman Dignan & Sheerar Inc. Purchases 272 Shares of CVS Health Corp (NYSE:CVS)

Newman Dignan & Sheerar Inc. increased its position in shares of CVS Health Corp (NYSE:CVS) by 1.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,603 shares of the pharmacy operator’s stock after purchasing an additional 272 shares during the period. […]

Newman Dignan & Sheerar Inc. Sells 1,221 Shares of Merck & Co., Inc. (NYSE:MRK)

Newman Dignan & Sheerar Inc. lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK) by 2.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 54,991 shares of the company’s stock after selling 1,221 shares during the period. Merck & Co., Inc. accounts for about 2.2% of Newman Dignan & Sheerar […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is ETF Portfolio Partners Inc.’s 8th Largest Position

ETF Portfolio Partners Inc. increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 0.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 185,494 shares of the company’s stock after acquiring an additional 294 shares […]

Stanley Black & Decker, Inc. (NYSE:SWK) Shares Sold by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. trimmed its holdings in shares of Stanley Black & Decker, Inc. (NYSE:SWK) by 4.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,600 shares of the industrial products company’s stock after selling 900 shares during the period. John G […]

John G Ullman & Associates Inc. Reduces Stake in DXC Technology Co (NYSE:DXC)

John G Ullman & Associates Inc. reduced its position in DXC Technology Co (NYSE:DXC) by 62.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,100 shares of the company’s stock after selling 28,300 shares during the period. John G Ullman […]

Owens Corning (NYSE:OC) Shares Sold by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. cut its holdings in shares of Owens Corning (NYSE:OC) by 1.3% during the third quarter, HoldingsChannel.com reports. The firm owned 59,756 shares of the construction company’s stock after selling 794 shares during the period. John G Ullman & Associates Inc.’s holdings in Owens Corning were worth $3,777,000 as of […]

Watts Water Technologies Inc (NYSE:WTS) Shares Sold by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. lessened its position in Watts Water Technologies Inc (NYSE:WTS) by 18.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,425 shares of the technology company’s stock after selling 15,157 shares during the period. Watts […]

John G Ullman & Associates Inc. Boosts Holdings in Flowserve Corp (NYSE:FLS)

John G Ullman & Associates Inc. grew its position in Flowserve Corp (NYSE:FLS) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 236,497 shares of the industrial products company’s stock after purchasing an additional 3,212 shares during the period. Flowserve accounts for 2.0% of John G Ullman & Associates Inc.’s holdings, making […]

John G Ullman & Associates Inc. Purchases 28,174 Shares of Corteva (NYSE:CTVA)

John G Ullman & Associates Inc. lifted its position in Corteva (NYSE:CTVA) by 140.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 48,291 shares of the company’s stock after purchasing an additional 28,174 shares during the quarter. John G Ullman & Associates Inc.’s holdings […]

Edge Wealth Management LLC Reduces Holdings in Nuveen New York AMT-Fr Qty Mnpl Incm Fd (NYSE:NRK)

Edge Wealth Management LLC lessened its position in shares of Nuveen New York AMT-Fr Qty Mnpl Incm Fd (NYSE:NRK) by 5.3% during the third quarter, Holdings Channel reports. The institutional investor owned 613,743 shares of the financial services provider’s stock after selling 34,125 shares during the quarter. Nuveen New York AMT-Fr Qty Mnpl Incm Fd […]

Edge Wealth Management LLC Purchases 130 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Edge Wealth Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 12,333 shares of the company’s stock after buying an additional 130 shares during the period. Edge Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth […]

Edge Wealth Management LLC Boosts Stake in Enterprise Products Partners L.P. (NYSE:EPD)

Edge Wealth Management LLC boosted its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 101,673 shares of the oil and gas producer’s stock after buying an additional 3,700 […]

Edge Wealth Management LLC Has $159,000 Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Edge Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.9% in the third quarter, Holdings Channel reports. The institutional investor owned 533 shares of the company’s stock after acquiring an additional 113 shares during the period. Edge Wealth Management LLC’s holdings in iShares Core S&P 500 ETF […]

Edge Wealth Management LLC Boosts Holdings in Yum! Brands, Inc. (NYSE:YUM)

Edge Wealth Management LLC increased its stake in shares of Yum! Brands, Inc. (NYSE:YUM) by 977.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 657 shares of the restaurant operator’s stock after buying an additional 596 shares during the period. Edge Wealth Management LLC’s holdings […]

Edge Wealth Management LLC Acquires 26,334 Shares of Domo Inc (NASDAQ:DOMO)

Edge Wealth Management LLC raised its holdings in Domo Inc (NASDAQ:DOMO) by 2,194.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,534 shares of the company’s stock after purchasing an additional 26,334 shares during the quarter. Edge Wealth Management LLC owned 0.10% […]

Iron Financial LLC Takes Position in Starbucks Co. (NASDAQ:SBUX)

Iron Financial LLC acquired a new stake in Starbucks Co. (NASDAQ:SBUX) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 2,849 shares of the coffee company’s stock, valued at approximately $252,000. Several other hedge funds and other institutional investors have also bought and sold shares […]

1,000 Shares in Chemed Co. (NYSE:CHE) Bought by Iron Financial LLC

Iron Financial LLC acquired a new position in shares of Chemed Co. (NYSE:CHE) in the 3rd quarter, HoldingsChannel reports. The fund acquired 1,000 shares of the company’s stock, valued at approximately $418,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of CHE. Krane Funds Advisors LLC acquired a […]

CME Group Inc (NASDAQ:CME) Position Cut by Iron Financial LLC

Iron Financial LLC cut its stake in shares of CME Group Inc (NASDAQ:CME) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,336 shares of the financial services provider’s stock after selling 400 shares during the period. […]

12,500 Shares in Oracle Co. (NYSE:ORCL) Acquired by Signature Wealth Management Group

Signature Wealth Management Group purchased a new position in shares of Oracle Co. (NYSE:ORCL) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 12,500 shares of the enterprise software provider’s stock, valued at approximately $688,000. A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Neville […]

Signature Wealth Management Group Increases Stock Holdings in SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST)

Signature Wealth Management Group increased its stake in shares of SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST) by 44.7% during the third quarter, HoldingsChannel reports. The fund owned 110,633 shares of the company’s stock after acquiring an additional 34,171 shares during the quarter. SPDR SSgA Ultra Short Term Bond ETF makes up about 3.0% […]

Main Street Research LLC Purchases Shares of 150,085 Target Co. (NYSE:TGT)

Main Street Research LLC purchased a new stake in Target Co. (NYSE:TGT) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 150,085 shares of the retailer’s stock, valued at approximately $16,046,000. Target makes up about 3.0% of Main Street Research LLC’s […]

Main Street Research LLC Acquires New Holdings in Illinois Tool Works Inc. (NYSE:ITW)

Main Street Research LLC acquired a new stake in Illinois Tool Works Inc. (NYSE:ITW) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 84,008 shares of the industrial products company’s stock, valued at approximately $13,146,000. Illinois Tool Works comprises 2.5% of Main Street Research LLC’s […]

Colgate-Palmolive (NYSE:CL) Stake Lessened by Main Street Research LLC

Main Street Research LLC cut its stake in Colgate-Palmolive (NYSE:CL) by 5.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 12,578 shares of the company’s stock after selling 751 shares during the period. Main Street Research LLC’s holdings in Colgate-Palmolive were worth $925,000 at the end of the most recent reporting period. Other institutional […]

Main Street Research LLC Reduces Stock Holdings in Netflix, Inc. (NASDAQ:NFLX)

Main Street Research LLC lowered its stake in Netflix, Inc. (NASDAQ:NFLX) by 6.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,158 shares of the Internet television network’s stock after selling 80 shares during the quarter. Main Street Research LLC’s holdings in Netflix were […]

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Stock Holdings Lowered by Signature Wealth Management Group

Signature Wealth Management Group reduced its holdings in Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) by 0.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,898 shares of the restaurant operator’s stock after selling 162 shares during the quarter. Cracker Barrel Old […]

Focused Investors LLC Has $125.58 Million Holdings in Zimmer Biomet Holdings Inc (NYSE:ZBH)

Focused Investors LLC trimmed its holdings in shares of Zimmer Biomet Holdings Inc (NYSE:ZBH) by 15.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 914,800 shares of the medical equipment provider’s stock after selling 162,500 shares during the quarter. Zimmer Biomet accounts for […]

SOL Capital Management CO Sells 750 Shares of HP Inc. (NYSE:HPQ)

SOL Capital Management CO trimmed its position in HP Inc. (NYSE:HPQ) by 1.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 39,916 shares of the computer maker’s stock after selling 750 shares during the quarter. SOL Capital Management CO’s holdings in HP were worth $755,000 at the end of the most recent reporting period. […]

Vanguard Total International Stock ETF (NASDAQ:VXUS) Shares Purchased by SOL Capital Management CO

SOL Capital Management CO boosted its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS) by 22.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 90,813 shares of the company’s stock after acquiring an additional 16,375 shares during […]

Independence Bank of Kentucky Decreases Holdings in Stryker Co. (NYSE:SYK)

Independence Bank of Kentucky decreased its position in shares of Stryker Co. (NYSE:SYK) by 6.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,030 shares of the medical technology company’s stock after selling 70 shares during the quarter. Independence Bank of Kentucky’s […]

Schlumberger Limited. (NYSE:SLB) Shares Sold by Independence Bank of Kentucky

Independence Bank of Kentucky cut its holdings in Schlumberger Limited. (NYSE:SLB) by 48.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,305 shares of the oil and gas company’s stock after selling 8,665 shares during the period. […]

Independence Bank of Kentucky Has $415,000 Holdings in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Independence Bank of Kentucky boosted its position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) by 88.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 8,474 shares of the company’s stock after acquiring an additional 3,975 shares during the quarter. Independence Bank of Kentucky’s holdings in iShares Core MSCI Emerging Markets ETF were […]

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Acquired by Independence Bank of Kentucky

Independence Bank of Kentucky grew its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 11.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 12,717 shares of the company’s stock after buying an additional 1,340 shares during the quarter. Independence Bank of […]

Independence Bank of Kentucky Sells 221 Shares of SunTrust Banks, Inc. (NYSE:STI)

Independence Bank of Kentucky lessened its holdings in SunTrust Banks, Inc. (NYSE:STI) by 1.4% during the third quarter, HoldingsChannel.com reports. The firm owned 15,514 shares of the financial services provider’s stock after selling 221 shares during the period. Independence Bank of Kentucky’s holdings in SunTrust Banks were worth $1,067,000 as of its most recent SEC […]

Independence Bank of Kentucky Has $1.73 Million Position in Facebook, Inc. (NASDAQ:FB)

Independence Bank of Kentucky lowered its position in Facebook, Inc. (NASDAQ:FB) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,725 shares of the social networking company’s stock after selling 186 shares during the quarter. Facebook accounts for approximately 1.2% of Independence […]

SOL Capital Management CO Has $1.31 Million Stock Holdings in Walmart Inc (NYSE:WMT)

SOL Capital Management CO cut its position in Walmart Inc (NYSE:WMT) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,054 shares of the retailer’s stock after selling 668 shares during the period. SOL Capital Management CO’s holdings in Walmart were worth $1,312,000 […]

U.S. Bancorp (NYSE:USB) Shares Sold by Independence Bank of Kentucky

Independence Bank of Kentucky reduced its stake in U.S. Bancorp (NYSE:USB) by 3.6% in the third quarter, HoldingsChannel reports. The fund owned 50,557 shares of the financial services provider’s stock after selling 1,885 shares during the quarter. U.S. Bancorp makes up 2.0% of Independence Bank of Kentucky’s holdings, making the stock its 9th largest holding. […]