SEC Filing Articles

Public Employees Retirement System of Ohio Reduces Position in Estee Lauder Companies, Inc. (The) (EL)

Public Employees Retirement System of Ohio lowered its holdings in Estee Lauder Companies, Inc. (The) (NYSE:EL) by 3.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 187,868 shares of the company’s stock after selling 7,628 shares during the period. Public Employees Retirement System of Ohio owned […]

Vident Investment Advisory LLC Invests $472,000 in Pitney Bowes Inc. (PBI)

Vident Investment Advisory LLC purchased a new stake in shares of Pitney Bowes Inc. (NYSE:PBI) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 33,677 shares of the technology company’s stock, valued at approximately $472,000. Other institutional investors and hedge funds also recently bought and […]

Belpointe Asset Management LLC Invests $217,000 in Vanguard Total World Stock (VT)

Belpointe Asset Management LLC acquired a new stake in Vanguard Total World Stock (NYSEARCA:VT) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,074 shares of the exchange traded fund’s stock, valued at approximately $217,000. Other institutional investors and hedge funds have also recently […]

Van Hulzen Asset Management LLC Lowers Holdings in SPDR S&P 500 ETF Trust (SPY)

Van Hulzen Asset Management LLC reduced its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 36.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 6,523 shares of the company’s stock after selling 3,800 shares during the period. Van Hulzen Asset Management LLC’s holdings […]

OxFORD Asset Management LLP Trims Holdings in NewMarket Co. (NEU)

OxFORD Asset Management LLP cut its holdings in shares of NewMarket Co. (NYSE:NEU) by 25.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,566 shares of the specialty chemicals company’s stock after selling 1,232 shares during the quarter. OxFORD Asset […]

Belpointe Asset Management LLC Takes Position in SPDR KBW Regional Banking (KRE)

Belpointe Asset Management LLC acquired a new stake in SPDR KBW Regional Banking (NYSEARCA:KRE) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,740 shares of the exchange traded fund’s stock, valued at approximately $212,000. Other large investors have […]

10.8% Stake of Creative Medical Technology Holdings Inc (CELZ) Held by Herbst Timothy

Herbst Timothy recently stated that they own 10.8% of Creative Medical Technology Holdings Inc (OTCMKTS:CELZ) in a Form 13G/A disclosure that was filed with the Securities and Exchange Commission on Monday, December 18th. The investor owns 11,346,677 shares of the stock valued at approximately $289,340. The filing is available through Edgar at this link. Creative […]

Susquehanna International Group LLP Sells 8,488 Shares of West Pharmaceutical Services, Inc. (WST)

Susquehanna International Group LLP lowered its position in West Pharmaceutical Services, Inc. (NYSE:WST) by 62.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,127 shares of the medical instruments supplier’s stock after selling 8,488 shares during the period. Susquehanna International Group […]

Braun Stacey Associates Inc. Sells 37,805 Shares of U.S. Bancorp (USB)

Braun Stacey Associates Inc. trimmed its holdings in shares of U.S. Bancorp (NYSE:USB) by 13.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 242,466 shares of the financial services provider’s stock after selling 37,805 shares during the period. […]

Knoll, Inc. (KNL) Shares Bought by Highbridge Capital Management LLC

Highbridge Capital Management LLC lifted its holdings in shares of Knoll, Inc. (NYSE:KNL) by 45.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 24,538 shares of the business services provider’s stock after purchasing an additional 7,622 shares during the period. Highbridge Capital Management LLC’s holdings in Knoll […]

Magnetar Financial LLC Invests $204,000 in UNITIL Corporation (UTL)

Magnetar Financial LLC acquired a new position in UNITIL Corporation (NYSE:UTL) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,124 shares of the utilities provider’s stock, valued at approximately $204,000. Other large investors also recently bought and sold shares of the company. […]

Bath Savings Trust Co Increases Stake in Verizon Communications Inc. (VZ)

Bath Savings Trust Co grew its position in shares of Verizon Communications Inc. (NYSE:VZ) by 4.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 36,817 shares of the cell phone carrier’s stock after buying an additional 1,450 shares during the […]

The Coca-Cola Co (KO) Stake Lessened by Tandem Investment Advisors Inc.

Tandem Investment Advisors Inc. cut its holdings in The Coca-Cola Co (NYSE:KO) by 4.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 95,208 shares of the company’s stock after selling 4,929 shares during the period. Tandem Investment Advisors […]

Asset Management One Co. Ltd. Increases Holdings in EastGroup Properties, Inc. (EGP)

Asset Management One Co. Ltd. raised its position in EastGroup Properties, Inc. (NYSE:EGP) by 1.3% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 89,734 shares of the real estate investment trust’s stock after acquiring an additional 1,119 shares during the period. Asset Management One Co. Ltd. owned […]

Brown Advisory Inc. Acquires 1,145 Shares of Caterpillar, Inc. (CAT)

Brown Advisory Inc. lifted its holdings in Caterpillar, Inc. (NYSE:CAT) by 2.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,870 shares of the industrial products company’s stock after purchasing an additional 1,145 shares during the period. Brown Advisory Inc.’s holdings in […]

Aberdeen Asia-Pacific Income Fund, Inc. (FAX) Shares Bought by Ladenburg Thalmann Financial Services Inc.

Ladenburg Thalmann Financial Services Inc. boosted its holdings in Aberdeen Asia-Pacific Income Fund, Inc. (NYSEAMERICAN:FAX) by 5.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 322,188 shares of the investment management company’s stock after buying an additional 17,644 shares during the quarter. Ladenburg […]

Shell Asset Management Co. Boosts Holdings in McDonald's Co. (MCD)

Shell Asset Management Co. grew its holdings in McDonald's Co. (NYSE:MCD) by 80.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 488,339 shares of the fast-food giant’s stock after acquiring an additional 218,061 shares during the period. McDonald's […]

Lynch & Associates IN Raises Position in Wells Fargo & Company (WFC)

Lynch & Associates IN boosted its stake in shares of Wells Fargo & Company (NYSE:WFC) by 3.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,925 shares of the financial services provider’s stock after acquiring an additional 3,943 shares during the quarter. Wells […]

Service Co. International (SCI) Shares Sold by Neuberger Berman Group LLC

Neuberger Berman Group LLC trimmed its holdings in Service Co. International (NYSE:SCI) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,966,736 shares of the company’s stock after selling 86,848 shares during the period. Neuberger Berman Group LLC owned about […]

GSA Capital Partners LLP Acquires New Position in Essex Property Trust Inc (ESS)

GSA Capital Partners LLP acquired a new stake in shares of Essex Property Trust Inc (NYSE:ESS) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,676 shares of the real estate investment trust’s stock, valued at approximately $1,696,000. A number of other hedge funds […]

Stifel Financial Corp Acquires 1,775 Shares of Xcel Energy Inc. (XEL)

Stifel Financial Corp increased its holdings in Xcel Energy Inc. (NYSE:XEL) by 2.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 82,000 shares of the utilities provider’s stock after buying an additional 1,775 shares during the period. Stifel Financial Corp’s holdings in Xcel […]

VEREIT Inc. (VER) Holdings Lifted by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP grew its position in VEREIT Inc. (NYSE:VER) by 2.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,942,160 shares of the financial services provider’s stock after buying an additional 375,844 shares during the quarter. […]

18,298 Shares in TELUS Corporation (TU) Acquired by Susquehanna International Group LLP

Susquehanna International Group LLP purchased a new position in TELUS Corporation (NYSE:TU) (TSE:T) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 18,298 shares of the Wireless communications provider’s stock, valued at approximately $658,000. Several other institutional investors also recently […]

Ladenburg Thalmann Financial Services Inc. Has $1.73 Million Stake in STMicroelectronics N.V. (STM)

Ladenburg Thalmann Financial Services Inc. grew its position in STMicroelectronics N.V. (NYSE:STM) by 2.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 88,934 shares of the semiconductor producer’s stock after buying an additional 2,392 shares during the period. Ladenburg […]

Teva Pharmaceutical Industries Ltd (TEVA) Position Boosted by Chevy Chase Trust Holdings Inc.

Chevy Chase Trust Holdings Inc. raised its holdings in shares of Teva Pharmaceutical Industries Ltd (NYSE:TEVA) by 81.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,239 shares of the company’s stock after buying an additional 5,497 shares during the […]

Public Employees Retirement System of Ohio Sells 3,636 Shares of SL Green Realty Corp (SLG)

Public Employees Retirement System of Ohio reduced its stake in SL Green Realty Corp (NYSE:SLG) by 2.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 151,937 shares of the real estate investment trust’s stock after selling 3,636 shares during the quarter. Public Employees […]

Bank of N.T. Butterfield & Son Limited (The) (NTB) Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. lessened its holdings in shares of Bank of N.T. Butterfield & Son Limited (The) (NYSE:NTB) by 37.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,126 shares of the bank’s stock after selling 3,668 shares during […]

Nu Skin Enterprises, Inc. (NUS) Position Lowered by Ameriprise Financial Inc.

Ameriprise Financial Inc. cut its position in shares of Nu Skin Enterprises, Inc. (NYSE:NUS) by 6.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 199,601 shares of the company’s stock after selling 14,333 shares during the period. Ameriprise Financial Inc. owned […]

Community Trust & Investment Co. Has $18.82 Million Position in Medtronic PLC (MDT)

Community Trust & Investment Co. raised its stake in shares of Medtronic PLC (NYSE:MDT) by 1.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 241,975 shares of the medical technology company’s stock after purchasing an additional 2,649 shares during the period. […]

TIER REIT, Inc. (TIER) Holdings Decreased by Susquehanna International Group LLP

Susquehanna International Group LLP reduced its position in TIER REIT, Inc. (NYSE:TIER) by 34.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,830 shares of the real estate investment trust’s stock after selling 14,136 shares during the quarter. […]

39,777 Shares in Ryerson Holding Corp (RYI) Purchased by Highbridge Capital Management LLC

Highbridge Capital Management LLC purchased a new stake in Ryerson Holding Corp (NYSE:RYI) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 39,777 shares of the basic materials company’s stock, valued at approximately $431,000. Highbridge Capital Management LLC owned approximately 0.11% of Ryerson as […]

Lowe's Companies, Inc. (LOW) Holdings Reduced by Swiss National Bank

Swiss National Bank decreased its holdings in Lowe's Companies, Inc. (NYSE:LOW) by 0.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,157,248 shares of the home improvement retailer’s stock after selling 21,000 shares during the quarter. Swiss National Bank owned approximately 377,210.04% […]

Reliance Steel & Aluminum Co. (RS) Shares Bought by Barrow Hanley Mewhinney & Strauss LLC

Barrow Hanley Mewhinney & Strauss LLC lifted its stake in Reliance Steel & Aluminum Co. (NYSE:RS) by 633.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,552 shares of the industrial products company’s stock after purchasing an additional 2,204 shares during the quarter. Barrow […]

36,237 Shares in SunCoke Energy Inc (SXC) Purchased by Engineers Gate Manager LP

Engineers Gate Manager LP acquired a new stake in SunCoke Energy Inc (NYSE:SXC) during the third quarter, according to its most recent filing with the SEC. The firm acquired 36,237 shares of the energy company’s stock, valued at approximately $331,000. Engineers Gate Manager LP owned about 0.06% of SunCoke Energy as of its most recent […]

3,745 Shares in PNC Financial Services Group Inc (PNC) Purchased by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC purchased a new position in shares of PNC Financial Services Group Inc (NYSE:PNC) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,745 shares of the financial services provider’s stock, valued at approximately $504,000. A number of other large investors have […]

Janus Henderson Group PLC Boosts Holdings in Newfield Exploration Co. (NFX)

Janus Henderson Group PLC raised its position in Newfield Exploration Co. (NYSE:NFX) by 3,994.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,899,262 shares of the energy company’s stock after purchasing an additional 1,852,876 shares during the period. Janus Henderson Group PLC owned about 0.95% of Newfield […]

Janus Henderson Group PLC Boosts Position in FleetCor Technologies, Inc. (FLT)

Janus Henderson Group PLC increased its holdings in FleetCor Technologies, Inc. (NYSE:FLT) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 355,770 shares of the business services provider’s stock after buying an additional 6,064 shares during the quarter. Janus Henderson […]

Home Depot, Inc. (The) (HD) Shares Bought by Stokes & Hubbell Capital Management LLC

Stokes & Hubbell Capital Management LLC lifted its stake in Home Depot, Inc. (The) (NYSE:HD) by 252.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,261 shares of the home improvement retailer’s stock after buying an additional 10,210 shares during the quarter. Stokes & Hubbell Capital […]

Schwab Charles Investment Management Inc. Has $20.59 Million Stake in ITT Inc. (ITT)

Schwab Charles Investment Management Inc. decreased its stake in ITT Inc. (NYSE:ITT) by 9.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 465,074 shares of the conglomerate’s stock after selling 50,384 shares during the period. Schwab Charles Investment Management Inc. owned […]

Level 3 Communications, Inc. (LVLT) Shares Bought by California Public Employees Retirement System

California Public Employees Retirement System lifted its stake in Level 3 Communications, Inc. (NYSE:LVLT) by 4.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 607,225 shares of the technology company’s stock after acquiring an additional 24,925 shares during the quarter. California Public […]