SEC Filing Articles

Natixis Advisors L.P. Purchases 22,002 Shares of Netflix, Inc. (NASDAQ:NFLX)

Natixis Advisors L.P. grew its position in Netflix, Inc. (NASDAQ:NFLX) by 28.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,429 shares of the Internet television network’s stock after acquiring an additional 22,002 shares during the quarter. Natixis Advisors L.P.’s holdings in Netflix […]

Dominion Energy, Inc. (NYSE:D) Shares Bought by Dean Investment Associates LLC

Dean Investment Associates LLC boosted its holdings in shares of Dominion Energy, Inc. (NYSE:D) by 13.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 45,288 shares of the utilities provider’s stock after buying an additional 5,287 shares during the quarter. […]

The Home Depot, Inc. (NYSE:HD) Shares Purchased by Sage Capital Advisors llc

Sage Capital Advisors llc boosted its stake in The Home Depot, Inc. (NYSE:HD) by 22.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 11,308 shares of the home improvement retailer’s stock after acquiring an additional 2,041 shares during the quarter. The Home Depot accounts for about […]

Dean Investment Associates LLC Decreases Stock Holdings in Digital Realty Trust, Inc. (NYSE:DLR)

Dean Investment Associates LLC lowered its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR) by 1.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 27,551 shares of the real estate investment trust’s stock after selling 314 shares during the […]

Beaumont Financial Partners LLC Has $2.26 Million Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Beaumont Financial Partners LLC trimmed its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 11.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,630 shares of the exchange traded fund’s stock after selling 3,049 shares during the period. […]

IFM Investors Pty Ltd Raises Position in Lam Research Co. (NASDAQ:LRCX)

IFM Investors Pty Ltd raised its stake in Lam Research Co. (NASDAQ:LRCX) by 12.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,748 shares of the semiconductor company’s stock after purchasing an additional 1,698 shares during the quarter. IFM Investors Pty […]

Adobe Inc. (NASDAQ:ADBE) Shares Purchased by Natixis Advisors L.P.

Natixis Advisors L.P. raised its position in shares of Adobe Inc. (NASDAQ:ADBE) by 0.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 196,877 shares of the software company’s stock after purchasing an additional 482 shares during the period. Natixis Advisors L.P.’s holdings in […]

Intuit Inc. (NASDAQ:INTU) Shares Purchased by Natixis Advisors L.P.

Natixis Advisors L.P. boosted its stake in Intuit Inc. (NASDAQ:INTU) by 3.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 174,153 shares of the software maker’s stock after acquiring an additional 5,557 shares during the quarter. Natixis Advisors L.P. owned 0.06% of Intuit worth $66,711,000 as […]

Compton Capital Management Inc. RI Sells 61 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)

Compton Capital Management Inc. RI reduced its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC) by 0.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,554 shares of the financial services provider’s stock after selling 61 shares during the period. Compton […]

DexCom, Inc. (NASDAQ:DXCM) Stock Position Decreased by Knuff & Co LLC

Knuff & Co LLC lowered its holdings in DexCom, Inc. (NASDAQ:DXCM) by 6.6% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,613 shares of the medical device company’s stock after selling 956 shares during the period. DexCom comprises about 2.1% of Knuff […]

Grant GrossMendelsohn LLC Acquires New Position in Comcast Co. (NASDAQ:CMCSA)

Grant GrossMendelsohn LLC bought a new position in Comcast Co. (NASDAQ:CMCSA) during the first quarter, Holdings Channel reports. The institutional investor bought 3,641 shares of the cable giant’s stock, valued at approximately $204,000. Several other large investors also recently bought and sold shares of the company. Bogart Wealth LLC increased its holdings in shares of […]

ARK Next Generation Internation ETF (NYSEARCA:ARKW) Shares Acquired by Grant GrossMendelsohn LLC

Grant GrossMendelsohn LLC grew its stake in ARK Next Generation Internation ETF (NYSEARCA:ARKW) by 6.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,183 shares of the company’s stock after buying an additional 1,368 shares during the period. ARK Next Generation Internation ETF […]

Cognizant Technology Solutions Co. (NASDAQ:CTSH) Stock Position Lifted by Yacktman Asset Management LP

Yacktman Asset Management LP increased its stake in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH) by 1.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 4,418,032 shares of the information technology service provider’s stock after purchasing an additional 59,880 shares during the quarter. Cognizant Technology Solutions accounts for approximately 3.6% of Yacktman Asset […]

Yacktman Asset Management LP Acquires 246,700 Shares of Ingredion Incorporated (NYSE:INGR)

Yacktman Asset Management LP grew its stake in shares of Ingredion Incorporated (NYSE:INGR) by 10.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,642,505 shares of the company’s stock after buying an additional 246,700 shares during the period. […]

Grant GrossMendelsohn LLC Makes New Investment in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Grant GrossMendelsohn LLC acquired a new stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,218 shares of the exchange traded fund’s stock, valued at approximately $245,000. Other institutional investors have also bought and […]

Grant GrossMendelsohn LLC Purchases 839 Shares of First Trust Global Wind Energy ETF (NYSEARCA:FAN)

Grant GrossMendelsohn LLC boosted its stake in shares of First Trust Global Wind Energy ETF (NYSEARCA:FAN) by 2.1% during the 1st quarter, Holdings Channel reports. The institutional investor owned 40,183 shares of the company’s stock after buying an additional 839 shares during the quarter. Grant GrossMendelsohn LLC’s holdings in First Trust Global Wind Energy ETF […]

Intel Co. (NASDAQ:INTC) Shares Bought by Bingham Osborn & Scarborough LLC

Bingham Osborn & Scarborough LLC increased its holdings in Intel Co. (NASDAQ:INTC) by 49.2% in the first quarter, HoldingsChannel.com reports. The firm owned 9,976 shares of the chip maker’s stock after buying an additional 3,291 shares during the quarter. Bingham Osborn & Scarborough LLC’s holdings in Intel were worth $638,000 at the end of the […]

Raytheon Technologies Co. (NYSE:RTX) Shares Bought by Morris Retirement Advisors LLC

Morris Retirement Advisors LLC grew its holdings in shares of Raytheon Technologies Co. (NYSE:RTX) by 4.2% during the first quarter, Holdings Channel.com reports. The firm owned 6,907 shares of the company’s stock after buying an additional 280 shares during the quarter. Morris Retirement Advisors LLC’s holdings in Raytheon Technologies were worth $534,000 as of its […]

Acas LLC Acquires Shares of 4,067 Intel Co. (NASDAQ:INTC)

Acas LLC acquired a new stake in shares of Intel Co. (NASDAQ:INTC) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,067 shares of the chip maker’s stock, valued at approximately $260,000. Other hedge funds and other institutional investors also recently added to or reduced […]

CLARET ASSET MANAGEMENT Corp Decreases Holdings in Medtronic plc (NYSE:MDT)

CLARET ASSET MANAGEMENT Corp trimmed its holdings in shares of Medtronic plc (NYSE:MDT) by 0.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,030 shares of the medical technology company’s stock after selling 155 shares during the quarter. Medtronic accounts for approximately 1.1% […]

Greatmark Investment Partners Inc. Has $3.75 Million Holdings in Amgen Inc. (NASDAQ:AMGN)

Greatmark Investment Partners Inc. increased its position in shares of Amgen Inc. (NASDAQ:AMGN) by 11.3% during the first quarter, Holdings Channel.com reports. The institutional investor owned 15,086 shares of the medical research company’s stock after purchasing an additional 1,527 shares during the period. Greatmark Investment Partners Inc.’s holdings in Amgen were worth $3,754,000 as of […]

Greatmark Investment Partners Inc. Sells 390 Shares of Novartis AG (NYSE:NVS)

Greatmark Investment Partners Inc. trimmed its position in shares of Novartis AG (NYSE:NVS) by 1.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,798 shares of the company’s stock after selling 390 shares during the period. Greatmark Investment Partners […]

Washington Capital Management Inc. Sells 6,800 Shares of Halliburton (NYSE:HAL)

Washington Capital Management Inc. cut its holdings in Halliburton (NYSE:HAL) by 10.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,080 shares of the oilfield services company’s stock after selling 6,800 shares during the quarter. Halliburton accounts for approximately 1.2% of Washington […]

D.B. Root & Company LLC Has $1.02 Million Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

D.B. Root & Company LLC grew its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) by 97.1% in the 1st quarter, Holdings Channel reports. The fund owned 4,767 shares of the pharmaceutical company’s stock after buying an additional 2,348 shares during the period. D.B. Root & Company LLC’s holdings in Vertex Pharmaceuticals were worth $1,024,000 […]

Weatherly Asset Management L. P. Has $2.72 Million Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Weatherly Asset Management L. P. cut its position in iShares S&P 500 ETF (NYSEARCA:IVV) by 4.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,838 shares of the company’s stock after selling 355 shares during the period. Weatherly Asset Management L. P.’s holdings in […]

Beaumont Financial Partners LLC Increases Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Beaumont Financial Partners LLC raised its position in iShares S&P 500 ETF (NYSEARCA:IVV) by 5.7% in the first quarter, Holdings Channel reports. The institutional investor owned 46,351 shares of the company’s stock after purchasing an additional 2,485 shares during the period. iShares S&P 500 ETF accounts for about 1.6% of Beaumont Financial Partners LLC’s portfolio, […]

Marshall & Sullivan Inc. WA Purchases 42,287 Shares of Monster Beverage Co. (NASDAQ:MNST)

Marshall & Sullivan Inc. WA lifted its position in Monster Beverage Co. (NASDAQ:MNST) by 996.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,530 shares of the company’s stock after buying an additional 42,287 shares during the period. Monster Beverage comprises […]

Natixis Advisors L.P. Buys 26,335 Shares of Union Pacific Co. (NYSE:UNP)

Natixis Advisors L.P. lifted its holdings in Union Pacific Co. (NYSE:UNP) by 5.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 509,852 shares of the railroad operator’s stock after buying an additional 26,335 shares during the period. Natixis Advisors L.P. […]

Natixis Advisors L.P. Has $137.95 Million Stake in The Boeing Company (NYSE:BA)

Natixis Advisors L.P. increased its holdings in shares of The Boeing Company (NYSE:BA) by 2.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 541,560 shares of the aircraft producer’s stock after acquiring an additional 14,713 shares during the period. The Boeing accounts for approximately 0.7% of Natixis Advisors L.P.’s portfolio, making the stock its […]

JSF Financial LLC Decreases Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

JSF Financial LLC cut its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,555 shares of the company’s stock after selling 222 shares during the period. JSF Financial LLC’s […]

The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Purchased by Great Diamond Partners LLC

Great Diamond Partners LLC raised its stake in The PNC Financial Services Group, Inc. (NYSE:PNC) by 4.0% in the first quarter, HoldingsChannel.com reports. The fund owned 2,460 shares of the financial services provider’s stock after purchasing an additional 95 shares during the quarter. Great Diamond Partners LLC’s holdings in The PNC Financial Services Group were […]

Roosevelt Investment Group LLC Trims Holdings in Target Co. (NYSE:TGT)

Roosevelt Investment Group LLC trimmed its position in Target Co. (NYSE:TGT) by 38.7% in the 1st quarter, HoldingsChannel reports. The fund owned 7,928 shares of the retailer’s stock after selling 5,000 shares during the quarter. Roosevelt Investment Group LLC’s holdings in Target were worth $1,570,000 as of its most recent filing with the Securities and […]

Buckingham Capital Management Inc. Boosts Stock Position in United Parcel Service, Inc. (NYSE:UPS)

Buckingham Capital Management Inc. lifted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 8.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,973 shares of the transportation company’s stock after purchasing an additional 478 shares during the quarter. Buckingham Capital Management Inc.’s […]

7,960 Shares in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) Bought by Grant GrossMendelsohn LLC

Grant GrossMendelsohn LLC acquired a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 7,960 shares of the company’s stock, valued at approximately $621,000. A number of other hedge funds and other […]

Greatmark Investment Partners Inc. Buys New Position in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM)

Greatmark Investment Partners Inc. purchased a new position in shares of Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 30,550 shares of the company’s stock, valued at approximately $661,000. Several other institutional investors and hedge funds […]

Greatmark Investment Partners Inc. Cuts Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Greatmark Investment Partners Inc. trimmed its stake in shares of Norfolk Southern Co. (NYSE:NSC) by 11.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,685 shares of the railroad operator’s stock after selling 225 shares during the quarter. Greatmark Investment Partners […]

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by Kohmann Bosshard Financial Services LLC

Kohmann Bosshard Financial Services LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 35.0% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 230,356 shares of the company’s stock after acquiring an additional 59,691 shares during the period. Schwab US Dividend Equity ETF […]

Kinder Morgan, Inc. (NYSE:KMI) Shares Purchased by Scott & Selber Inc.

Scott & Selber Inc. raised its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 0.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 68,629 shares of the pipeline company’s stock after buying an additional 632 shares during the period. […]

Ford Financial Group LLC Acquires Shares of 4,301 Verizon Communications Inc. (NYSE:VZ)

Ford Financial Group LLC acquired a new stake in shares of Verizon Communications Inc. (NYSE:VZ) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,301 shares of the cell phone carrier’s stock, valued at approximately $250,000. A number of other institutional investors and […]

iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) Shares Bought by Madrona Financial Services LLC

Madrona Financial Services LLC boosted its stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 10.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 86,663 shares of the company’s stock after purchasing an additional 8,483 shares during the quarter. iShares Core 1-5 […]

Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) Shares Purchased by Morris Retirement Advisors LLC

Morris Retirement Advisors LLC raised its holdings in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) by 13.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,208 shares of the company’s stock after purchasing an additional 1,207 shares during […]

Beaumont Financial Partners LLC Acquires 17,956 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Beaumont Financial Partners LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 13.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 153,784 shares of the company’s stock after purchasing an additional 17,956 shares during the period. Vanguard S&P […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Griffin Asset Management Inc.

Griffin Asset Management Inc. lessened its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 22.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,769 shares of the information services provider’s stock after selling 799 shares during the quarter. Griffin Asset Management Inc.’s holdings in […]

D.B. Root & Company LLC Sells 103 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

D.B. Root & Company LLC cut its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP) by 0.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,836 shares of the business services provider’s stock after selling 103 shares during […]

CLARET ASSET MANAGEMENT Corp Acquires 365 Shares of BRP Inc. (NASDAQ:DOOO)

CLARET ASSET MANAGEMENT Corp boosted its holdings in shares of BRP Inc. (NASDAQ:DOOO) by 3.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 9,812 shares of the company’s stock after purchasing an additional 365 shares during the period. CLARET ASSET MANAGEMENT Corp’s holdings in BRP were worth $851,000 as of its most recent […]

CLARET ASSET MANAGEMENT Corp Acquires 1,348 Shares of TC Energy Co. (NYSE:TRP)

CLARET ASSET MANAGEMENT Corp increased its position in shares of TC Energy Co. (NYSE:TRP) (TSE:TRP) by 9.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,208 shares of the pipeline company’s stock after acquiring an additional 1,348 shares during the period. CLARET ASSET […]

JSF Financial LLC Buys 11,065 Shares of JPMorgan Ultra-Short Municipal Income ETF (NYSEARCA:JMST)

JSF Financial LLC increased its stake in JPMorgan Ultra-Short Municipal Income ETF (NYSEARCA:JMST) by 26.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 53,167 shares of the company’s stock after purchasing an additional 11,065 shares during the period. JPMorgan Ultra-Short Municipal […]

Compton Capital Management Inc. RI Acquires 300 Shares of Public Service Enterprise Group Incorporated (NYSE:PEG)

Compton Capital Management Inc. RI increased its holdings in Public Service Enterprise Group Incorporated (NYSE:PEG) by 4.5% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 7,000 shares of the utilities provider’s stock after purchasing an additional 300 shares during the quarter. Compton Capital Management Inc. RI’s holdings in Public Service Enterprise Group were […]

Franklin Street Advisors Inc. NC Sells 100 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Franklin Street Advisors Inc. NC trimmed its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 7.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,230 shares of the home improvement retailer’s stock after selling 100 shares during the period. Franklin Street […]

Security National Trust Co. Has $319,000 Stock Position in Otis Worldwide Co. (NYSE:OTIS)

Security National Trust Co. decreased its stake in Otis Worldwide Co. (NYSE:OTIS) by 26.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,661 shares of the company’s stock after selling 1,673 shares during the quarter. Security National Trust Co.’s holdings in Otis Worldwide were […]