SEC Filing Articles

Corundum Group Inc. Sells 184 Shares of Verizon Communications Inc. (NYSE:VZ)

Corundum Group Inc. cut its position in shares of Verizon Communications Inc. (NYSE:VZ) by 3.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,024 shares of the cell phone carrier’s stock after selling 184 shares during the quarter. Corundum Group Inc.’s holdings in […]

Verizon Communications Inc. (NYSE:VZ) is OLD Republic International Corp’s Largest Position

OLD Republic International Corp lowered its position in Verizon Communications Inc. (NYSE:VZ) by 4.8% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,966,000 shares of the cell phone carrier’s stock after selling 100,000 shares during the quarter. Verizon Communications comprises 3.3% of OLD Republic […]

Hourglass Capital LLC Sells 876 Shares of Verizon Communications Inc. (NYSE:VZ)

Hourglass Capital LLC trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 1.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,243 shares of the cell phone carrier’s stock after selling 876 shares during the period. […]

ConocoPhillips (NYSE:COP) Holdings Raised by Private Capital Group LLC

Private Capital Group LLC grew its position in ConocoPhillips (NYSE:COP) by 15.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,213 shares of the energy producer’s stock after acquiring an additional 976 shares during the quarter. Private Capital Group LLC’s holdings in ConocoPhillips […]

Tiedemann Advisors LLC Sells 1,953 Shares of JD.Com Inc (NASDAQ:JD)

Tiedemann Advisors LLC decreased its holdings in JD.Com Inc (NASDAQ:JD) by 20.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 7,633 shares of the information services provider’s stock after selling 1,953 shares during the period. Tiedemann Advisors LLC’s holdings in JD.Com were worth $309,000 […]

Shepherd Financial Partners LLC Sells 11,712 Shares of Visa Inc (NYSE:V)

Shepherd Financial Partners LLC cut its holdings in Visa Inc (NYSE:V) by 34.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,643 shares of the credit-card processor’s stock after selling 11,712 shares during the period. Visa makes up 1.3% of Shepherd Financial […]

Visa Inc (NYSE:V) Shares Sold by Buckingham Asset Management LLC

Buckingham Asset Management LLC decreased its holdings in Visa Inc (NYSE:V) by 14.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,487 shares of the credit-card processor’s stock after selling 3,497 shares during the quarter. Buckingham Asset Management LLC’s holdings in Visa […]

Checchi Capital Advisers LLC Purchases 481 Shares of Consolidated Edison, Inc. (NYSE:ED)

Checchi Capital Advisers LLC increased its position in shares of Consolidated Edison, Inc. (NYSE:ED) by 11.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,616 shares of the utilities provider’s stock after purchasing an additional 481 shares during the period. Checchi Capital […]

Ieq Capital LLC Acquires 887 Shares of Travelers Companies Inc (NYSE:TRV)

Ieq Capital LLC raised its position in shares of Travelers Companies Inc (NYSE:TRV) by 19.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,378 shares of the insurance provider’s stock after acquiring an additional 887 shares during the period. Ieq Capital […]

Rossmore Private Capital Purchases 150 Shares of Booking Holdings Inc. (NASDAQ:BKNG)

Rossmore Private Capital boosted its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 142.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 255 shares of the business services provider’s stock after purchasing an additional 150 shares during the quarter. Rossmore Private […]

Philip Morris International Inc. (NYSE:PM) Shares Sold by Financial Architects Inc

Financial Architects Inc cut its holdings in shares of Philip Morris International Inc. (NYSE:PM) by 10.8% in the first quarter, HoldingsChannel reports. The firm owned 4,688 shares of the company’s stock after selling 568 shares during the period. Financial Architects Inc’s holdings in Philip Morris International were worth $342,000 as of its most recent filing […]

Procter & Gamble Co (NYSE:PG) Shares Acquired by Trillium Asset Management LLC

Trillium Asset Management LLC boosted its stake in Procter & Gamble Co (NYSE:PG) by 5.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,568 shares of the company’s stock after acquiring an additional 7,972 shares during the period. Trillium Asset […]

Game Plan Financial Advisors LLC Has $1.99 Million Stake in Intel Co. (NASDAQ:INTC)

Game Plan Financial Advisors LLC trimmed its holdings in Intel Co. (NASDAQ:INTC) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,846 shares of the chip maker’s stock after selling 175 shares during the period. Intel comprises about […]

Tiedemann Advisors LLC Increases Stake in Intel Co. (NASDAQ:INTC)

Tiedemann Advisors LLC grew its position in shares of Intel Co. (NASDAQ:INTC) by 90.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 341,165 shares of the chip maker’s stock after buying an additional 162,350 shares during the quarter. Intel accounts for 1.2% of […]

Norfolk Southern Corp. (NYSE:NSC) Holdings Decreased by Securian Asset Management Inc

Securian Asset Management Inc cut its holdings in Norfolk Southern Corp. (NYSE:NSC) by 1.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,743 shares of the railroad operator’s stock after selling 493 shares during the quarter. Securian Asset Management Inc’s […]

Intel Co. (NASDAQ:INTC) Shares Acquired by Ieq Capital LLC

Ieq Capital LLC lifted its holdings in shares of Intel Co. (NASDAQ:INTC) by 25.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 80,366 shares of the chip maker’s stock after purchasing an additional 16,249 shares during the quarter. Ieq Capital LLC’s holdings in Intel […]

Johnson Controls International PLC (NYSE:JCI) Shares Sold by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank trimmed its position in shares of Johnson Controls International PLC (NYSE:JCI) by 56.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 237,456 shares of the company’s stock after selling 310,508 shares during the period. Zurcher Kantonalbank Zurich […]

Financial Architects Inc Purchases 270 Shares of Caterpillar Inc. (NYSE:CAT)

Financial Architects Inc boosted its position in Caterpillar Inc. (NYSE:CAT) by 5.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,941 shares of the industrial products company’s stock after purchasing an additional 270 shares during the period. Financial Architects Inc’s […]

Private Capital Group LLC Acquires 44 Shares of Msci Inc (NYSE:MSCI)

Private Capital Group LLC boosted its holdings in shares of Msci Inc (NYSE:MSCI) by 6.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 752 shares of the technology company’s stock after purchasing an additional 44 shares during the quarter. Private […]

51,593 Shares in Kimberly Clark Corp (NYSE:KMB) Purchased by Bartlett & Co. LLC

Bartlett & Co. LLC acquired a new position in Kimberly Clark Corp (NYSE:KMB) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 51,593 shares of the company’s stock, valued at approximately $6,597,000. Other hedge funds have also recently bought and sold shares of the company. […]

Stryker Co. (NYSE:SYK) Stock Holdings Raised by Financial Architects Inc

Financial Architects Inc raised its stake in Stryker Co. (NYSE:SYK) by 386.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 1,235 shares of the medical technology company’s stock after purchasing an additional 981 shares during the period. Financial Architects Inc’s holdings in Stryker were worth $206,000 as […]

Ieq Capital LLC Sells 264 Shares of JD.Com Inc (NASDAQ:JD)

Ieq Capital LLC lowered its stake in shares of JD.Com Inc (NASDAQ:JD) by 2.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,103 shares of the information services provider’s stock after selling 264 shares during the quarter. […]

Paypal Holdings Inc (NASDAQ:PYPL) Shares Purchased by Rossmore Private Capital

Rossmore Private Capital raised its stake in Paypal Holdings Inc (NASDAQ:PYPL) by 28.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,161 shares of the credit services provider’s stock after acquiring an additional 925 shares during the period. Rossmore Private […]

Rossmore Private Capital Invests $221,000 in Alibaba Group Holding Ltd (NYSE:BABA)

Rossmore Private Capital purchased a new position in Alibaba Group Holding Ltd (NYSE:BABA) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,134 shares of the specialty retailer’s stock, valued at approximately $221,000. Several other hedge funds have also bought […]

Ieq Capital LLC Sells 57,302 Shares of General Motors (NYSE:GM)

Ieq Capital LLC lowered its stake in shares of General Motors (NYSE:GM) (TSE:GMM.U) by 74.2% during the first quarter, Holdings Channel.com reports. The firm owned 19,938 shares of the auto manufacturer’s stock after selling 57,302 shares during the quarter. Ieq Capital LLC’s holdings in General Motors were worth $414,000 as of its most recent SEC […]

Financial Architects Inc Acquires 830 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Financial Architects Inc lifted its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO) by 76.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,915 shares of the company’s stock after acquiring an additional 830 shares during the period. Financial Architects Inc’s holdings in […]

Buckingham Asset Management LLC Raises Stock Position in Deere & Company (NYSE:DE)

Buckingham Asset Management LLC grew its holdings in Deere & Company (NYSE:DE) by 3.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,279 shares of the industrial products company’s stock after buying an additional 112 shares during the period. Buckingham Asset Management LLC’s […]

Securian Asset Management Inc Sells 7,203 Shares of Exxon Mobil Co. (NYSE:XOM)

Securian Asset Management Inc lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 1.7% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 413,994 shares of the oil and gas company’s stock after selling 7,203 shares during the period. Securian Asset Management Inc’s holdings in Exxon […]

Aptus Capital Advisors LLC Cuts Position in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Aptus Capital Advisors LLC cut its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) by 6.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,465 shares of the company’s stock after selling 288 shares during the quarter. […]

Aptus Capital Advisors LLC Sells 640 Shares of Procter & Gamble Co (NYSE:PG)

Aptus Capital Advisors LLC lessened its position in shares of Procter & Gamble Co (NYSE:PG) by 7.9% in the first quarter, according to its most recent filing with the SEC. The firm owned 7,438 shares of the company’s stock after selling 640 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Procter & Gamble […]

O Brien Greene & Co. Inc Has $299,000 Position in Exxon Mobil Co. (NYSE:XOM)

O Brien Greene & Co. Inc reduced its stake in Exxon Mobil Co. (NYSE:XOM) by 23.7% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 7,884 shares of the oil and gas company’s stock after selling 2,455 shares during the quarter. O Brien Greene & […]

American Electric Power Company Inc (NYSE:AEP) Shares Sold by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC reduced its stake in shares of American Electric Power Company Inc (NYSE:AEP) by 17.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,661 shares of the utilities provider’s stock after selling 548 shares during the period. Aptus Capital […]

Procter & Gamble Co (NYSE:PG) Position Boosted by Veracity Capital LLC

Veracity Capital LLC raised its holdings in shares of Procter & Gamble Co (NYSE:PG) by 20.4% during the 1st quarter, HoldingsChannel reports. The fund owned 19,891 shares of the company’s stock after purchasing an additional 3,368 shares during the period. Procter & Gamble accounts for approximately 0.6% of Veracity Capital LLC’s portfolio, making the stock […]

Procter & Gamble Co (NYSE:PG) Shares Sold by Cedar Brook Financial Partners LLC

Cedar Brook Financial Partners LLC trimmed its position in Procter & Gamble Co (NYSE:PG) by 48.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,157 shares of the company’s stock after selling 8,611 shares during the quarter. Cedar Brook Financial Partners LLC’s holdings […]

Gs Investments Inc. Buys 539 Shares of Procter & Gamble Co (NYSE:PG)

Gs Investments Inc. grew its stake in Procter & Gamble Co (NYSE:PG) by 3.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,737 shares of the company’s stock after acquiring an additional 539 shares during the period. Procter & Gamble accounts […]

Vicus Capital Sells 1,032 Shares of Procter & Gamble Co (NYSE:PG)

Vicus Capital reduced its stake in shares of Procter & Gamble Co (NYSE:PG) by 24.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,117 shares of the company’s stock after selling 1,032 shares during the quarter. Vicus Capital’s holdings in Procter & […]

Trillium Asset Management LLC Purchases 15,140 Shares of SYSCO Co. (NYSE:SYY)

Trillium Asset Management LLC boosted its position in SYSCO Co. (NYSE:SYY) by 18.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 96,839 shares of the company’s stock after purchasing an additional 15,140 shares during the period. Trillium Asset Management LLC’s […]

Financial Architects Inc Sells 129 Shares of Clorox Co (NYSE:CLX)

Financial Architects Inc lowered its stake in shares of Clorox Co (NYSE:CLX) by 6.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,968 shares of the company’s stock after selling 129 shares during the period. Financial Architects Inc’s holdings in […]

Montag A & Associates Inc. Cuts Position in Walt Disney Co (NYSE:DIS)

Montag A & Associates Inc. cut its stake in Walt Disney Co (NYSE:DIS) by 10.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,528 shares of the entertainment giant’s stock after selling 5,924 shares during the quarter. Montag A & Associates Inc.’s holdings […]

Healthpeak Properties (NASDAQ:PEAK) Shares Bought by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank raised its stake in Healthpeak Properties (NASDAQ:PEAK) by 0.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 273,173 shares of the company’s stock after acquiring an additional 738 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank […]

Buckingham Asset Management LLC Sells 1,191 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Buckingham Asset Management LLC lessened its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 10.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,139 shares of the company’s stock after selling 1,191 shares during the period. Buckingham Asset Management LLC’s holdings in Schwab US […]

Bartlett & Co. LLC Takes Position in Constellation Brands, Inc. (NYSE:STZ)

Bartlett & Co. LLC purchased a new stake in shares of Constellation Brands, Inc. (NYSE:STZ) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 48,355 shares of the company’s stock, valued at approximately $6,932,000. Several other hedge funds have also […]

Bartlett & Co. LLC Makes New $6.14 Million Investment in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Bartlett & Co. LLC acquired a new position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) during the first quarter, according to its most recent filing with the SEC. The firm acquired 137,003 shares of the company’s stock, valued at approximately $6,142,000. Bartlett & Co. LLC owned about 0.08% of iShares MSCI EAFE Small-Cap ETF as […]

Colgate-Palmolive (NYSE:CL) Shares Acquired by Financial Architects Inc

Financial Architects Inc grew its holdings in Colgate-Palmolive (NYSE:CL) by 96.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,109 shares of the company’s stock after purchasing an additional 1,524 shares during the quarter. Financial Architects Inc’s holdings in Colgate-Palmolive were […]

Rossmore Private Capital Raises Stock Holdings in AT&T Inc. (NYSE:T)

Rossmore Private Capital lifted its holdings in AT&T Inc. (NYSE:T) by 51.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 39,837 shares of the technology company’s stock after buying an additional 13,582 shares during the quarter. Rossmore Private Capital’s holdings in AT&T […]

Rossmore Private Capital Cuts Stock Holdings in salesforce.com, inc. (NYSE:CRM)

Rossmore Private Capital lowered its stake in shares of salesforce.com, inc. (NYSE:CRM) by 4.9% during the first quarter, Holdings Channel reports. The fund owned 2,041 shares of the CRM provider’s stock after selling 106 shares during the period. Rossmore Private Capital’s holdings in salesforce.com were worth $294,000 as of its most recent SEC filing. Several […]

Financial Architects Inc Purchases 782 Shares of Honeywell International Inc. (NYSE:HON)

Financial Architects Inc lifted its position in Honeywell International Inc. (NYSE:HON) by 88.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,665 shares of the conglomerate’s stock after buying an additional 782 shares during the quarter. Financial Architects Inc’s holdings in […]

FedEx Co. (NYSE:FDX) Position Raised by Ieq Capital LLC

Ieq Capital LLC increased its position in shares of FedEx Co. (NYSE:FDX) by 129.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,430 shares of the shipping service provider’s stock after purchasing an additional 1,934 shares during […]

Securian Asset Management Inc Lowers Stock Holdings in Visa Inc (NYSE:V)

Securian Asset Management Inc trimmed its holdings in shares of Visa Inc (NYSE:V) by 1.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 171,167 shares of the credit-card processor’s stock after selling 2,932 shares during the period. Visa makes up approximately 0.8% of Securian Asset Management Inc’s […]

Visa Inc (NYSE:V) Stock Position Raised by DE Burlo Group Inc.

DE Burlo Group Inc. boosted its stake in Visa Inc (NYSE:V) by 3.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,073 shares of the credit-card processor’s stock after purchasing an additional 4,235 shares during the quarter. Visa comprises approximately […]