SEC Filing Articles

Steward Partners Investment Advisory LLC Purchases 26,111 Shares of Toronto-Dominion Bank (TD)

Steward Partners Investment Advisory LLC grew its position in shares of Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 169.9% during the second quarter, HoldingsChannel reports. The firm owned 41,477 shares of the bank’s stock after purchasing an additional 26,111 shares during the period. Steward Partners Investment Advisory LLC’s holdings in Toronto-Dominion Bank were worth $2,400,000 at the […]

Graco Inc. (GGG) Holdings Reduced by Whittier Trust Co.

Whittier Trust Co. cut its holdings in shares of Graco Inc. (NYSE:GGG) by 70.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,485 shares of the industrial products company’s stock after selling 51,620 shares during the quarter. Whittier Trust Co.’s holdings […]

Costco Wholesale Co. (COST) Shares Sold by Whittier Trust Co.

Whittier Trust Co. reduced its holdings in Costco Wholesale Co. (NASDAQ:COST) by 62.5% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,979 shares of the retailer’s stock after selling 30,025 shares during the quarter. Whittier Trust Co.’s holdings in Costco Wholesale were worth […]

Somerset Trust Co Trims Stake in 3M Co (MMM)

Somerset Trust Co decreased its holdings in shares of 3M Co (NYSE:MMM) by 3.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 21,256 shares of the conglomerate’s stock after selling 670 shares during the period. 3M comprises approximately 2.2% of Somerset Trust Co’s portfolio, making the stock its 8th biggest holding. Somerset Trust Co’s […]

Wealth Alliance Advisory Group LLC Buys New Holdings in Celgene Co. (CELG)

Wealth Alliance Advisory Group LLC bought a new position in Celgene Co. (NASDAQ:CELG) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,740 shares of the biopharmaceutical company’s stock, valued at approximately $218,000. Other hedge funds have also recently modified their holdings of the company. […]

Sicart Associates LLC Invests $223,000 in Walmart Inc (WMT) Stock

Sicart Associates LLC acquired a new stake in shares of Walmart Inc (NYSE:WMT) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 2,600 shares of the retailer’s stock, valued at approximately $223,000. A number of other hedge funds also recently bought and sold shares of the stock. Ballentine Partners LLC boosted its stake in […]

Doubleline Opportunistic Credit Fund common stock (DBL) Holdings Reduced by Sit Investment Associates Inc.

Sit Investment Associates Inc. decreased its holdings in shares of Doubleline Opportunistic Credit Fund common stock (NYSE:DBL) by 41.4% in the second quarter, Holdings Channel reports. The firm owned 223,575 shares of the investment management company’s stock after selling 157,959 shares during the quarter. Sit Investment Associates Inc.’s holdings in Doubleline Opportunistic Credit Fund common […]

FMC Corp (FMC) Shares Bought by Oakbrook Investments LLC

Oakbrook Investments LLC grew its stake in shares of FMC Corp (NYSE:FMC) by 54.8% in the 2nd quarter, HoldingsChannel reports. The fund owned 9,940 shares of the basic materials company’s stock after acquiring an additional 3,520 shares during the period. Oakbrook Investments LLC’s holdings in FMC were worth $887,000 at the end of the most […]

Walmart Inc (WMT) Shares Sold by Northstar Investment Advisors LLC

Northstar Investment Advisors LLC lowered its stake in shares of Walmart Inc (NYSE:WMT) by 26.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 12,907 shares of the retailer’s stock after selling 4,584 shares during the period. Northstar Investment Advisors LLC’s holdings in Walmart were worth $1,104,000 at the end of the most recent […]

21,000 Shares in iPATH S&P 500 VIX Short-Term Futures ETN (VXX) Purchased by North Star Investment Management Corp.

North Star Investment Management Corp. bought a new stake in iPATH S&P 500 VIX Short-Term Futures ETN (NYSEARCA:VXX) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 21,000 shares of the company’s stock, valued at approximately $777,000. Separately, JBF Capital Inc. […]

Prospera Financial Services Inc Trims Holdings in Gilead Sciences, Inc. (GILD)

Prospera Financial Services Inc lessened its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 27.4% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 4,736 shares of the biopharmaceutical company’s stock after selling 1,789 shares during the period. Prospera Financial Services Inc’s holdings in Gilead Sciences were worth $342,000 […]

7,242 Shares in UNILEVER N.V. Common Stock (UL) Purchased by Prospera Financial Services Inc

Prospera Financial Services Inc purchased a new stake in UNILEVER N.V. Common Stock (NYSE:UL) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,242 shares of the company’s stock, valued at approximately $401,000. Other institutional investors and hedge funds have […]

Twitter Inc (TWTR) Holdings Lifted by World Asset Management Inc

World Asset Management Inc raised its holdings in shares of Twitter Inc (NYSE:TWTR) by 142.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,610 shares of the social networking company’s stock after purchasing an additional 26,185 shares during the period. World Asset […]

JetBlue Airways Co. (JBLU) Shares Bought by Retirement Systems of Alabama

Retirement Systems of Alabama lifted its holdings in shares of JetBlue Airways Co. (NASDAQ:JBLU) by 1.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 747,809 shares of the transportation company’s stock after purchasing an additional 9,749 shares during the quarter. Retirement Systems of Alabama’s holdings in JetBlue Airways were worth $14,193,000 at the end […]

Retirement Systems of Alabama Has $15.28 Million Holdings in PTC Inc (PTC)

Retirement Systems of Alabama cut its position in shares of PTC Inc (NASDAQ:PTC) by 0.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 162,913 shares of the technology company’s stock after selling 978 shares during the quarter. Retirement Systems of Alabama’s holdings in […]

Retirement Systems of Alabama Increases Position in Cummins Inc. (CMI)

Retirement Systems of Alabama increased its position in Cummins Inc. (NYSE:CMI) by 2.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 111,989 shares of the company’s stock after purchasing an additional 2,858 shares during the quarter. Retirement Systems of […]

LKQ Co. (LKQ) Holdings Lifted by Oakbrook Investments LLC

Oakbrook Investments LLC grew its position in LKQ Co. (NASDAQ:LKQ) by 98.3% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 24,365 shares of the auto parts company’s stock after purchasing an additional 12,075 shares during the period. Oakbrook Investments LLC’s holdings in LKQ were worth $777,000 at the end of the most recent […]

Prospera Financial Services Inc Acquires Shares of 19,942 Centurylink Inc (CTL)

Prospera Financial Services Inc acquired a new stake in Centurylink Inc (NYSE:CTL) in the second quarter, HoldingsChannel.com reports. The fund acquired 19,942 shares of the technology company’s stock, valued at approximately $380,000. Other institutional investors have also recently made changes to their positions in the company. Ballew Advisors Inc acquired a new stake in Centurylink […]

Aon PLC (AON) Holdings Lowered by Retirement Systems of Alabama

Retirement Systems of Alabama cut its position in Aon PLC (NYSE:AON) by 2.5% during the second quarter, Holdings Channel reports. The firm owned 114,719 shares of the financial services provider’s stock after selling 2,886 shares during the quarter. Retirement Systems of Alabama’s holdings in AON were worth $15,736,000 as of its most recent SEC filing. […]

Micron Technology, Inc. (MU) Holdings Raised by Xact Kapitalforvaltning AB

Xact Kapitalforvaltning AB boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 4.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 232,369 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,554 shares during the quarter. Xact Kapitalforvaltning AB’s holdings in […]

Iqvia Holdings Inc (IQV) Holdings Lowered by Westpac Banking Corp

Westpac Banking Corp trimmed its stake in Iqvia Holdings Inc (NYSE:IQV) by 6.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,573 shares of the medical research company’s stock after selling 4,472 shares during the period. Westpac Banking Corp’s holdings in Iqvia […]

Westpac Banking Corp Sells 5,537 Shares of KLA-Tencor Corp (KLAC)

Westpac Banking Corp reduced its holdings in shares of KLA-Tencor Corp (NASDAQ:KLAC) by 8.3% in the 2nd quarter, HoldingsChannel reports. The fund owned 60,877 shares of the semiconductor company’s stock after selling 5,537 shares during the period. Westpac Banking Corp’s holdings in KLA-Tencor were worth $6,242,000 at the end of the most recent reporting period. […]

24,605 Shares in Campbell Soup (CPB) Purchased by North Star Investment Management Corp.

North Star Investment Management Corp. bought a new stake in Campbell Soup (NYSE:CPB) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 24,605 shares of the company’s stock, valued at approximately $997,000. A number of other institutional investors and hedge funds […]

BioMarin Pharmaceutical Inc. (BMRN) Shares Sold by State of Alaska Department of Revenue

State of Alaska Department of Revenue lowered its position in shares of BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) by 2.5% in the 2nd quarter, Holdings Channel reports. The firm owned 21,290 shares of the biotechnology company’s stock after selling 541 shares during the quarter. State of Alaska Department of Revenue’s holdings in BioMarin Pharmaceutical were worth $2,005,000 […]

Steward Partners Investment Advisory LLC Boosts Position in Colgate-Palmolive (CL)

Steward Partners Investment Advisory LLC increased its stake in shares of Colgate-Palmolive (NYSE:CL) by 15.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 40,697 shares of the company’s stock after purchasing an additional 5,382 shares during the quarter. Steward Partners Investment Advisory […]

iShares Core S&P Small-Cap ETF (IJR) Stake Increased by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.0% in the second quarter, Holdings Channel reports. The institutional investor owned 75,141 shares of the exchange traded fund’s stock after acquiring an additional 6,857 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in iShares […]

Oak Ridge Investments LLC Acquires New Stake in AbbVie Inc (ABBV)

Oak Ridge Investments LLC acquired a new stake in AbbVie Inc (NYSE:ABBV) during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 107,216 shares of the company’s stock, valued at approximately $10,148,000. Several other large investors have also recently made changes to their positions in ABBV. […]

Principal Financial Group Inc. Sells 314,321 Shares of Time Warner Inc (TWX)

Principal Financial Group Inc. reduced its holdings in shares of Time Warner Inc (NYSE:TWX) by 22.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,116,316 shares of the media conglomerate’s stock after selling 314,321 shares during the quarter. Principal Financial Group Inc.’s […]

Icon Plc (ICLR) Stake Boosted by Principal Financial Group Inc.

Principal Financial Group Inc. lifted its stake in Icon Plc (NASDAQ:ICLR) by 20.6% during the 1st quarter, Holdings Channel reports. The fund owned 946,806 shares of the medical research company’s stock after purchasing an additional 161,558 shares during the quarter. Principal Financial Group Inc.’s holdings in Icon were worth $111,856,000 at the end of the […]

Wagner Wealth Management LLC Raises Position in Home Depot Inc (HD)

Wagner Wealth Management LLC increased its position in Home Depot Inc (NYSE:HD) by 13.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,513 shares of the home improvement retailer’s stock after purchasing an additional 1,240 shares during the quarter. Home […]

Northern Trust Corp Purchases 13,110 Shares of Simply Good Foods Co (SMPL)

Northern Trust Corp lifted its position in shares of Simply Good Foods Co (NASDAQ:SMPL) by 11.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 127,304 shares of the financial services provider’s stock after acquiring an additional 13,110 shares during the period. Northern Trust Corp owned 0.18% of […]

AAC Holdings Inc (AAC) Shares Sold by Northern Trust Corp

Northern Trust Corp trimmed its holdings in AAC Holdings Inc (NYSE:AAC) by 15.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 142,783 shares of the company’s stock after selling 25,564 shares during the quarter. Northern Trust Corp owned 0.60% of AAC worth $1,639,000 […]

Beese Fulmer Investment Management Inc. Takes $219,000 Position in Target Co. (TGT)

Beese Fulmer Investment Management Inc. bought a new stake in shares of Target Co. (NYSE:TGT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,880 shares of the retailer’s stock, valued at approximately $219,000. Other institutional investors also recently added to or reduced […]

Simon Property Group Inc (SPG) Stake Lessened by Creative Planning

Creative Planning trimmed its position in shares of Simon Property Group Inc (NYSE:SPG) by 7.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 44,972 shares of the real estate investment trust’s stock after selling 3,874 shares during the quarter. […]

Creative Planning Sells 13,048 Shares of SYSCO Co. (SYY)

Creative Planning decreased its position in shares of SYSCO Co. (NYSE:SYY) by 11.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,700 shares of the company’s stock after selling 13,048 shares during the quarter. Creative Planning’s holdings in […]

Deere & Company (DE) Holdings Lessened by Creative Planning

Creative Planning lessened its holdings in shares of Deere & Company (NYSE:DE) by 6.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,725 shares of the industrial products company’s stock after selling 2,754 shares during the period. Creative Planning’s holdings in […]

Invesco Dynamic Semiconductors ETF (PSI) Shares Bought by Wells Fargo & Company MN

Wells Fargo & Company MN boosted its holdings in Invesco Dynamic Semiconductors ETF (NYSEARCA:PSI) by 32.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,351 shares of the company’s stock after acquiring an additional 4,506 shares during the period. Wells Fargo […]

Franco Nevada Corp (FNV) Stake Raised by Wells Fargo & Company MN

Wells Fargo & Company MN grew its position in Franco Nevada Corp (NYSE:FNV) (TSE:FNV) by 6.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 14,654 shares of the basic materials company’s stock after purchasing an additional 939 shares during the period. Wells Fargo & Company […]

Craft Brew Alliance Inc (BREW) Stake Raised by Wells Fargo & Company MN

Wells Fargo & Company MN grew its position in Craft Brew Alliance Inc (NASDAQ:BREW) by 5.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 50,330 shares of the company’s stock after purchasing an additional 2,816 shares during the period. Wells Fargo & Company MN owned […]

Maxim Integrated Products Inc. (MXIM) Shares Bought by Nikko Asset Management Americas Inc.

Nikko Asset Management Americas Inc. increased its stake in shares of Maxim Integrated Products Inc. (NASDAQ:MXIM) by 13.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 63,874 shares of the semiconductor company’s stock after purchasing an additional 7,774 shares during the […]