SEC Filing Articles

Liberty Sirius XM Group Series A (NASDAQ:LSXMA) Position Lessened by OTA Financial Group L.P.

OTA Financial Group L.P. trimmed its holdings in shares of Liberty Sirius XM Group Series A (NASDAQ:LSXMA) by 53.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 57,688 shares of the technology company’s stock after selling 66,737 shares during the period. Liberty Sirius XM Group Series A […]

Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Holderness Investments Co.

Holderness Investments Co. decreased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 0.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 5,250 shares of the Internet television network’s stock after selling 30 shares during the quarter. Netflix comprises 0.9% of Holderness Investments Co.’s holdings, making the stock its 29th biggest position. Holderness […]

Hendley & Co. Inc. Reduces Holdings in Altria Group Inc (NYSE:MO)

Hendley & Co. Inc. cut its position in Altria Group Inc (NYSE:MO) by 6.5% in the 1st quarter, Holdings Channel reports. The firm owned 11,090 shares of the company’s stock after selling 770 shares during the period. Hendley & Co. Inc.’s holdings in Altria Group were worth $637,000 at the end of the most recent […]

Hendley & Co. Inc. Has $9.07 Million Position in Apple Inc. (NASDAQ:AAPL)

Hendley & Co. Inc. decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 1.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,725 shares of the iPhone maker’s stock after selling 905 shares during the quarter. Apple makes up 4.6% of Hendley […]

Hess Corp. (NYSE:HES) Shares Bought by Lowe Brockenbrough & Co. Inc.

Lowe Brockenbrough & Co. Inc. increased its position in Hess Corp. (NYSE:HES) by 1.3% during the first quarter, HoldingsChannel.com reports. The firm owned 76,643 shares of the oil and gas producer’s stock after buying an additional 1,020 shares during the quarter. Lowe Brockenbrough & Co. Inc.’s holdings in Hess were worth $4,616,000 as of its […]

GYL Financial Synergies LLC Purchases New Stake in iShares Global Tech ETF (NYSEARCA:IXN)

GYL Financial Synergies LLC purchased a new stake in iShares Global Tech ETF (NYSEARCA:IXN) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 7,312 shares of the company’s stock, valued at approximately $1,251,000. Several other large investors have also recently […]

GYL Financial Synergies LLC Purchases Shares of 8,676 Littelfuse, Inc. (NASDAQ:LFUS)

GYL Financial Synergies LLC purchased a new position in shares of Littelfuse, Inc. (NASDAQ:LFUS) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,676 shares of the technology company’s stock, valued at approximately $1,583,000. Other large investors have also recently added to […]

Dollar Tree, Inc. (NASDAQ:DLTR) Shares Sold by Lowe Brockenbrough & Co. Inc.

Lowe Brockenbrough & Co. Inc. decreased its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 0.9% during the first quarter, HoldingsChannel.com reports. The fund owned 78,198 shares of the company’s stock after selling 685 shares during the quarter. Dollar Tree comprises about 1.1% of Lowe Brockenbrough & Co. Inc.’s investment portfolio, making the stock […]

Netflix, Inc. (NASDAQ:NFLX) Holdings Trimmed by IMS Capital Management

IMS Capital Management decreased its position in Netflix, Inc. (NASDAQ:NFLX) by 38.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,353 shares of the Internet television network’s stock after selling 1,500 shares during the quarter. IMS Capital Management’s holdings in Netflix were […]

Trust Co. of Toledo NA OH Has $4.54 Million Stake in Nike Inc (NYSE:NKE)

Trust Co. of Toledo NA OH raised its stake in shares of Nike Inc (NYSE:NKE) by 1.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,935 shares of the footwear maker’s stock after buying an additional 520 shares during the quarter. Nike comprises […]

IMS Capital Management Sells 1,174 Shares of Washington Federal Inc. (NASDAQ:WAFD)

IMS Capital Management cut its stake in shares of Washington Federal Inc. (NASDAQ:WAFD) by 11.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,383 shares of the bank’s stock after selling 1,174 shares during the quarter. IMS Capital Management’s holdings in Washington Federal […]

Trust Co. of Toledo NA OH Has $2.09 Million Stake in Air Products & Chemicals, Inc. (NYSE:APD)

Trust Co. of Toledo NA OH trimmed its stake in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 4.4% in the first quarter, Holdings Channel reports. The fund owned 10,964 shares of the basic materials company’s stock after selling 501 shares during the quarter. Trust Co. of Toledo NA OH’s holdings in Air Products […]

GYL Financial Synergies LLC Increases Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

GYL Financial Synergies LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 29,342 shares of the company’s stock after acquiring an additional 1,875 shares during the quarter. iShares Core S&P 500 ETF comprises […]

ZWJ Investment Counsel Inc. Sells 49,957 Shares of Genuine Parts (NYSE:GPC)

ZWJ Investment Counsel Inc. lessened its stake in Genuine Parts (NYSE:GPC) by 80.1% in the 1st quarter, Holdings Channel reports. The firm owned 12,436 shares of the specialty retailer’s stock after selling 49,957 shares during the period. ZWJ Investment Counsel Inc.’s holdings in Genuine Parts were worth $1,393,000 at the end of the most recent […]

ZWJ Investment Counsel Inc. Acquires 49,675 Shares of East West Bancorp, Inc. (NASDAQ:EWBC)

ZWJ Investment Counsel Inc. raised its holdings in East West Bancorp, Inc. (NASDAQ:EWBC) by 22.6% during the first quarter, Holdings Channel reports. The fund owned 269,049 shares of the financial services provider’s stock after purchasing an additional 49,675 shares during the period. ZWJ Investment Counsel Inc.’s holdings in East West Bancorp were worth $12,906,000 at […]

Hi Line Capital Management LLC Has $6.43 Million Holdings in D. R. Horton Inc (NYSE:DHI)

Hi Line Capital Management LLC grew its position in shares of D. R. Horton Inc (NYSE:DHI) by 1.2% in the 1st quarter, Holdings Channel reports. The firm owned 155,275 shares of the construction company’s stock after acquiring an additional 1,830 shares during the quarter. D. R. Horton accounts for about 3.1% of Hi Line Capital […]

Elmwood Wealth Management Inc. Invests $225,000 in Innovator S&P 500 Buffer ETF – January (NYSEARCA:BJAN)

Elmwood Wealth Management Inc. bought a new position in shares of Innovator S&P 500 Buffer ETF – January (NYSEARCA:BJAN) in the first quarter, Holdings Channel reports. The firm bought 8,105 shares of the company’s stock, valued at approximately $225,000. Several other large investors have also recently modified their holdings of BJAN. Cetera Advisors LLC purchased […]

ZWJ Investment Counsel Inc. Has $27.77 Million Position in Interpublic Group of Companies Inc (NYSE:IPG)

ZWJ Investment Counsel Inc. raised its stake in Interpublic Group of Companies Inc (NYSE:IPG) by 3.1% during the first quarter, HoldingsChannel reports. The institutional investor owned 1,321,774 shares of the business services provider’s stock after acquiring an additional 40,123 shares during the period. Interpublic Group of Companies accounts for about 2.3% of ZWJ Investment Counsel […]

Elmwood Wealth Management Inc. Sells 401 Shares of Mastercard Inc (NYSE:MA)

Elmwood Wealth Management Inc. decreased its position in Mastercard Inc (NYSE:MA) by 5.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,225 shares of the credit services provider’s stock after selling 401 shares during the quarter. Mastercard accounts for 1.6% of Elmwood […]

Elmwood Wealth Management Inc. Trims Position in Paypal Holdings Inc (NASDAQ:PYPL)

Elmwood Wealth Management Inc. cut its position in shares of Paypal Holdings Inc (NASDAQ:PYPL) by 2.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,833 shares of the credit services provider’s stock after selling 265 shares during the quarter. Elmwood Wealth Management Inc.’s holdings […]

Rehmann Capital Advisory Group Grows Holdings in iShares MBS ETF (NASDAQ:MBB)

Rehmann Capital Advisory Group grew its holdings in shares of iShares MBS ETF (NASDAQ:MBB) by 2,621.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 30,889 shares of the company’s stock after purchasing an additional 29,754 shares during the period. Rehmann Capital Advisory Group’s holdings in iShares MBS ETF were worth $3,285,000 at the […]

Rehmann Capital Advisory Group Grows Stake in Duke Energy Corp (NYSE:DUK)

Rehmann Capital Advisory Group boosted its position in shares of Duke Energy Corp (NYSE:DUK) by 2.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,991 shares of the utilities provider’s stock after buying an additional 373 shares during the quarter. Rehmann Capital Advisory Group’s […]

Diversified Trust Co Purchases New Stake in Illumina, Inc. (NASDAQ:ILMN)

Diversified Trust Co purchased a new stake in Illumina, Inc. (NASDAQ:ILMN) during the first quarter, HoldingsChannel.com reports. The fund purchased 4,968 shares of the life sciences company’s stock, valued at approximately $1,544,000. Other large investors have also recently added to or reduced their stakes in the company. Meridian Wealth Management LLC boosted its stake in […]

Diversified Trust Co Grows Stake in American Express (NYSE:AXP)

Diversified Trust Co raised its stake in American Express (NYSE:AXP) by 19.2% during the first quarter, HoldingsChannel.com reports. The fund owned 28,630 shares of the payment services company’s stock after acquiring an additional 4,612 shares during the quarter. Diversified Trust Co’s holdings in American Express were worth $3,129,000 at the end of the most recent […]

Vanguard Real Estate ETF (NYSEARCA:VNQ) is Financial Insights Inc.’s 10th Largest Position

Financial Insights Inc. lifted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 1.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 43,955 shares of the exchange traded fund’s stock after acquiring an additional 490 shares during the period. Vanguard Real Estate ETF comprises about 4.0% of Financial Insights Inc.’s investment portfolio, making […]

Princeton Global Asset Management LLC Has $764,000 Stake in Occidental Petroleum Co. (NYSE:OXY)

Princeton Global Asset Management LLC grew its stake in Occidental Petroleum Co. (NYSE:OXY) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,554 shares of the oil and gas producer’s stock after acquiring an additional 753 shares during the quarter. […]

First Pacific Advisors LP Has $2.79 Million Holdings in Apple Inc. (NASDAQ:AAPL)

First Pacific Advisors LP lowered its position in Apple Inc. (NASDAQ:AAPL) by 25.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,700 shares of the iPhone maker’s stock after selling 5,117 shares during the quarter. First Pacific Advisors LP’s holdings in Apple were worth […]

Redhawk Wealth Advisors Inc. Acquires New Holdings in Genomic Health, Inc. (NASDAQ:GHDX)

Redhawk Wealth Advisors Inc. acquired a new stake in shares of Genomic Health, Inc. (NASDAQ:GHDX) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,580 shares of the medical research company’s stock, valued at approximately $391,000. Other hedge funds and other […]

Oracle Co. (NYSE:ORCL) Holdings Boosted by Princeton Global Asset Management LLC

Princeton Global Asset Management LLC raised its stake in Oracle Co. (NYSE:ORCL) by 30.6% during the 1st quarter, Holdings Channel reports. The firm owned 7,900 shares of the enterprise software provider’s stock after acquiring an additional 1,850 shares during the period. Princeton Global Asset Management LLC’s holdings in Oracle were worth $424,000 as of its […]

Redhawk Wealth Advisors Inc. Buys 331 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Redhawk Wealth Advisors Inc. raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 13,548 shares of the company’s stock after purchasing an additional 331 shares during the quarter. Redhawk Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value […]

Costco Wholesale Co. (NASDAQ:COST) Stake Raised by Ocean Capital Management LLC

Ocean Capital Management LLC grew its stake in shares of Costco Wholesale Co. (NASDAQ:COST) by 1.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,059 shares of the retailer’s stock after buying an additional 607 shares during the period. Costco Wholesale […]

Princeton Global Asset Management LLC Has $2.04 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Princeton Global Asset Management LLC lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 16.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 37,850 shares of the network equipment provider’s stock after purchasing an additional 5,316 shares during the quarter. Cisco […]

First Pacific Advisors LP Reduces Holdings in Investors Bancorp Inc (NASDAQ:ISBC)

First Pacific Advisors LP cut its position in Investors Bancorp Inc (NASDAQ:ISBC) by 16.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 831,502 shares of the savings and loans company’s stock after selling 168,309 shares during the quarter. First Pacific Advisors LP’s […]

First Pacific Advisors LP Sells 26,966 Shares of TE Connectivity Ltd (NYSE:TEL)

First Pacific Advisors LP lessened its position in TE Connectivity Ltd (NYSE:TEL) by 0.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,417,205 shares of the electronics maker’s stock after selling 26,966 shares during the quarter. TE Connectivity makes up about 3.1% of […]

Lumbard & Kellner LLC Sells 650 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Lumbard & Kellner LLC decreased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 0.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 90,359 shares of the exchange traded fund’s stock after selling 650 shares during […]

Marshall Wace North America L.P. Increases Position in Enanta Pharmaceuticals Inc (NASDAQ:ENTA)

Marshall Wace North America L.P. raised its position in shares of Enanta Pharmaceuticals Inc (NASDAQ:ENTA) by 1,128.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 225,694 shares of the biotechnology company’s stock after acquiring an additional 207,326 shares during the period. Marshall […]

Pecaut & CO. Purchases New Holdings in Gladstone Land Corp (NASDAQ:LAND)

Pecaut & CO. purchased a new position in shares of Gladstone Land Corp (NASDAQ:LAND) during the 1st quarter, Holdings Channel reports. The fund purchased 9,365 shares of the real estate investment trust’s stock, valued at approximately $205,000. Several other hedge funds and other institutional investors also recently bought and sold shares of LAND. Golden State […]

Ocean Capital Management LLC Sells 90 Shares of NextEra Energy Inc (NYSE:NEE)

Ocean Capital Management LLC reduced its stake in shares of NextEra Energy Inc (NYSE:NEE) by 2.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,979 shares of the utilities provider’s stock after selling 90 shares during the quarter. Ocean Capital […]

Spectrum Wealth Advisory Group LLC Invests $509,000 in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock

Spectrum Wealth Advisory Group LLC bought a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,688 shares of the company’s stock, valued at approximately $509,000. iShares Core S&P Mid-Cap ETF accounts for […]

Muhlenkamp & Co. Inc. Buys Shares of 126,476 Microsoft Co. (NASDAQ:MSFT)

Muhlenkamp & Co. Inc. bought a new position in Microsoft Co. (NASDAQ:MSFT) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 126,476 shares of the software giant’s stock, valued at approximately $14,917,000. Microsoft makes up about 7.1% of Muhlenkamp & Co. Inc.’s portfolio, making the stock […]

221,927 Shares in argenx SE – (NASDAQ:ARGX) Purchased by Marshall Wace North America L.P.

Marshall Wace North America L.P. purchased a new stake in argenx SE – (NASDAQ:ARGX) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 221,927 shares of the company’s stock, valued at approximately $27,705,000. Other large investors have also made changes to their positions in the […]

Marshall Wace LLP Purchases 113,244 Shares of Baidu Inc (NASDAQ:BIDU)

Marshall Wace LLP raised its position in Baidu Inc (NASDAQ:BIDU) by 2,767.4% in the first quarter, Holdings Channel reports. The fund owned 117,336 shares of the information services provider’s stock after buying an additional 113,244 shares during the period. Marshall Wace LLP’s holdings in Baidu were worth $19,343,000 as of its most recent SEC filing. […]

Marshall Wace North America L.P. Sells 130,290 Shares of Charter Communications Inc (NASDAQ:CHTR)

Marshall Wace North America L.P. lessened its holdings in shares of Charter Communications Inc (NASDAQ:CHTR) by 49.0% 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 135,493 shares of the company’s stock after selling 130,290 shares during the period. […]

Marshall Wace LLP Has $22.09 Million Position in Quest Diagnostics Inc (NYSE:DGX)

Marshall Wace LLP lowered its stake in shares of Quest Diagnostics Inc (NYSE:DGX) by 49.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 245,614 shares of the medical research company’s stock after selling 238,045 shares during the quarter. Marshall Wace LLP’s holdings in Quest Diagnostics were worth $22,085,000 at the end of the […]

Full Sail Capital LLC Decreases Holdings in Aon PLC (NYSE:AON)

Full Sail Capital LLC trimmed its holdings in shares of Aon PLC (NYSE:AON) by 46.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,208 shares of the financial services provider’s stock after selling 1,030 shares during the period. Full Sail […]

AllianceBernstein Holding LP (NYSE:AB) Shares Bought by Meridian Wealth Management LLC

Meridian Wealth Management LLC grew its holdings in AllianceBernstein Holding LP (NYSE:AB) by 4.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,915 shares of the asset manager’s stock after purchasing an additional 355 shares during the quarter. Meridian Wealth Management LLC’s holdings in […]

Full Sail Capital LLC Sells 4,824 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Full Sail Capital LLC cut its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 59.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,268 shares of the company’s stock after selling 4,824 shares during the quarter. Full Sail […]

Meridian Wealth Management LLC Takes Position in Mastercard Inc (NYSE:MA)

Meridian Wealth Management LLC bought a new position in shares of Mastercard Inc (NYSE:MA) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,372 shares of the credit services provider’s stock, valued at approximately $323,000. A number of other institutional investors and […]

Financial Advisors Network Inc. Reduces Holdings in Facebook, Inc. (NASDAQ:FB)

Financial Advisors Network Inc. reduced its position in shares of Facebook, Inc. (NASDAQ:FB) by 32.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 1,131 shares of the social networking company’s stock after selling 549 shares during the period. Financial Advisors Network Inc.’s holdings in Facebook were worth $201,000 as of its most recent SEC […]

Thor Advisors LLC Takes $37,000 Position in Kansas City Southern (NYSE:KSU)

Thor Advisors LLC bought a new stake in Kansas City Southern (NYSE:KSU) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 316 shares of the transportation company’s stock, valued at approximately $37,000. A number of other institutional investors and hedge funds also recently made […]