SEC Filing Articles

3M Co (NYSE:MMM) Position Increased by Markel Corp

Markel Corp increased its position in shares of 3M Co (NYSE:MMM) by 2.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 208,000 shares of the conglomerate’s stock after acquiring an additional 4,000 shares during the period. Markel Corp’s […]

Markel Corp Purchases 33,000 Shares of The Carlyle Group LP (NASDAQ:CG)

Markel Corp increased its position in shares of The Carlyle Group LP (NASDAQ:CG) by 2.9% in the second quarter, Holdings Channel.com reports. The institutional investor owned 1,177,000 shares of the financial services provider’s stock after buying an additional 33,000 shares during the period. Markel Corp’s holdings in The Carlyle Group were worth $26,612,000 at the […]

Brookfield Asset Management Inc (NYSE:BAM) Stake Boosted by Markel Corp

Markel Corp increased its position in shares of Brookfield Asset Management Inc (NYSE:BAM) (TSE:BAM.A) by 0.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,764,341 shares of the financial services provider’s stock after buying an additional 26,650 shares during the period. […]

Eli Lilly And Co (NYSE:LLY) Shares Sold by Qube Research & Technologies Ltd

Qube Research & Technologies Ltd trimmed its stake in shares of Eli Lilly And Co (NYSE:LLY) by 71.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,876 shares of the company’s stock after selling 32,950 shares during the quarter. Qube Research & Technologies […]

Qube Research & Technologies Ltd Sells 1,013 Shares of Humana Inc (NYSE:HUM)

Qube Research & Technologies Ltd lowered its stake in shares of Humana Inc (NYSE:HUM) by 18.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,580 shares of the insurance provider’s stock after selling 1,013 shares during the […]

Qube Research & Technologies Ltd Has $1.95 Million Stake in Morgan Stanley (NYSE:MS)

Qube Research & Technologies Ltd boosted its holdings in Morgan Stanley (NYSE:MS) by 9.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,541 shares of the financial services provider’s stock after purchasing an additional 3,814 shares during the quarter. Qube Research & Technologies […]

15,545 Shares in NXP Semiconductors NV (NASDAQ:NXPI) Purchased by Qube Research & Technologies Ltd

Qube Research & Technologies Ltd bought a new position in shares of NXP Semiconductors NV (NASDAQ:NXPI) in the 2nd quarter, Holdings Channel reports. The fund bought 15,545 shares of the semiconductor provider’s stock, valued at approximately $1,517,000. Other hedge funds also recently made changes to their positions in the company. Covenant Multifamily Offices LLC bought […]

Qube Research & Technologies Ltd Increases Stock Position in Halliburton (NYSE:HAL)

Qube Research & Technologies Ltd raised its position in shares of Halliburton (NYSE:HAL) by 53.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 73,989 shares of the oilfield services company’s stock after buying an additional 25,690 shares during the quarter. Qube Research […]

Qube Research & Technologies Ltd Cuts Stake in Paypal Holdings Inc (NASDAQ:PYPL)

Qube Research & Technologies Ltd reduced its stake in Paypal Holdings Inc (NASDAQ:PYPL) by 5.4% during the second quarter, according to its most recent filing with the SEC. The fund owned 19,548 shares of the credit services provider’s stock after selling 1,112 shares during the quarter. Qube Research & Technologies Ltd’s holdings in Paypal were […]

Qube Research & Technologies Ltd Trims Position in Merck & Co., Inc. (NYSE:MRK)

Qube Research & Technologies Ltd lessened its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 67.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 31,002 shares of the company’s stock after selling 64,275 shares during the quarter. Qube Research […]

Qube Research & Technologies Ltd Sells 21,761 Shares of American Express (NYSE:AXP)

Qube Research & Technologies Ltd trimmed its holdings in shares of American Express (NYSE:AXP) by 37.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,841 shares of the payment services company’s stock after selling 21,761 shares during the quarter. American Express comprises […]

Oakworth Capital Inc. Boosts Holdings in Travelers Companies Inc (NYSE:TRV)

Oakworth Capital Inc. grew its position in shares of Travelers Companies Inc (NYSE:TRV) by 61.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,309 shares of the insurance provider’s stock after purchasing an additional 883 shares during the period. Oakworth Capital Inc.’s holdings in […]

Oakworth Capital Inc. Decreases Holdings in Eli Lilly And Co (NYSE:LLY)

Oakworth Capital Inc. decreased its position in shares of Eli Lilly And Co (NYSE:LLY) by 1.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,242 shares of the company’s stock after selling 93 shares during the period. Oakworth Capital Inc.’s holdings in […]

Oakworth Capital Inc. Sells 84 Shares of United Technologies Co. (NYSE:UTX)

Oakworth Capital Inc. lessened its holdings in shares of United Technologies Co. (NYSE:UTX) by 2.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 3,182 shares of the conglomerate’s stock after selling 84 shares during the period. Oakworth Capital Inc.’s holdings in United Technologies were worth $415,000 at […]

Oakworth Capital Inc. Raises Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Oakworth Capital Inc. boosted its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 10.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,662 shares of the medical research company’s stock after purchasing an additional 157 shares during the period. […]

Oakworth Capital Inc. Sells 231 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Oakworth Capital Inc. lowered its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 11.6% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 1,765 shares of the company’s stock after selling 231 shares during the quarter. Oakworth Capital Inc.’s holdings in Vanguard Small-Cap ETF were worth $277,000 at the end of the most recent reporting […]

JMG Financial Group Ltd. Acquires 92,858 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

JMG Financial Group Ltd. grew its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 19.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 573,987 shares of the company’s stock after purchasing an additional 92,858 shares during the quarter. Schwab U.S. Mid-Cap […]

Yorktown Management & Research Co Inc Buys Shares of 18,200 Kraft Heinz Co (NASDAQ:KHC)

Yorktown Management & Research Co Inc bought a new stake in shares of Kraft Heinz Co (NASDAQ:KHC) in the second quarter, HoldingsChannel reports. The institutional investor bought 18,200 shares of the company’s stock, valued at approximately $565,000. Other hedge funds and other institutional investors have also recently modified their holdings of the company. Northwestern Mutual […]

Yorktown Management & Research Co Inc Grows Stock Position in Eaton Vance Corp (NYSE:EV)

Yorktown Management & Research Co Inc increased its position in shares of Eaton Vance Corp (NYSE:EV) by 195.9% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,900 shares of the asset manager’s stock after buying an additional 14,500 shares during the quarter. Yorktown […]

Yorktown Management & Research Co Inc Has $1.03 Million Stock Position in Redwood Trust, Inc. (NYSE:RWT)

Yorktown Management & Research Co Inc decreased its position in Redwood Trust, Inc. (NYSE:RWT) by 55.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 62,000 shares of the real estate investment trust’s stock after selling 78,000 shares during the period. […]

Yorktown Management & Research Co Inc Invests $3.08 Million in Invesco Mortgage Capital Inc (NYSE:IVR)

Yorktown Management & Research Co Inc acquired a new position in shares of Invesco Mortgage Capital Inc (NYSE:IVR) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 191,000 shares of the real estate investment trust’s stock, valued at approximately $3,079,000. Invesco Mortgage Capital comprises […]

Mesa Laboratories, Inc. (NASDAQ:MLAB) Shares Acquired by Yorktown Management & Research Co Inc

Yorktown Management & Research Co Inc lifted its stake in shares of Mesa Laboratories, Inc. (NASDAQ:MLAB) by 20.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,000 shares of the medical instruments supplier’s stock after acquiring an additional 843 shares during […]

Yorktown Management & Research Co Inc Acquires 24,100 Shares of Tapestry Inc (NYSE:TPR)

Yorktown Management & Research Co Inc grew its holdings in Tapestry Inc (NYSE:TPR) by 66.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,400 shares of the luxury accessories retailer’s stock after purchasing an additional 24,100 shares during the period. Yorktown […]

Jones Financial Companies Lllp Has $564,000 Position in Synchrony Financial (NYSE:SYF)

Jones Financial Companies Lllp lowered its stake in Synchrony Financial (NYSE:SYF) by 2.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,260 shares of the financial services provider’s stock after selling 344 shares during the period. Jones Financial Companies […]

Phillips 66 (NYSE:PSX) Shares Bought by Jones Financial Companies Lllp

Jones Financial Companies Lllp grew its stake in shares of Phillips 66 (NYSE:PSX) by 24.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,253 shares of the oil and gas company’s stock after purchasing an additional 823 shares during […]

Fiserv Inc (NASDAQ:FISV) Stake Decreased by Jones Financial Companies Lllp

Jones Financial Companies Lllp lessened its holdings in shares of Fiserv Inc (NASDAQ:FISV) by 1.0% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 9,936 shares of the business services provider’s stock after selling 99 shares during the quarter. Jones Financial Companies Lllp’s holdings in Fiserv were worth $906,000 as of its most recent […]

Jones Financial Companies Lllp Has $1.37 Million Position in Capital One Financial Corp. (NYSE:COF)

Jones Financial Companies Lllp lowered its stake in shares of Capital One Financial Corp. (NYSE:COF) by 2.2% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,133 shares of the financial services provider’s stock after selling 337 shares during the period. Jones Financial Companies […]

Jones Financial Companies Lllp Invests $2.35 Million in Marathon Petroleum Corp (NYSE:MPC)

Jones Financial Companies Lllp acquired a new position in shares of Marathon Petroleum Corp (NYSE:MPC) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 41,965 shares of the oil and gas company’s stock, valued at approximately $2,345,000. Other […]

Jones Financial Companies Lllp Boosts Stock Position in Philip Morris International Inc. (NYSE:PM)

Jones Financial Companies Lllp grew its stake in shares of Philip Morris International Inc. (NYSE:PM) by 6.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,224 shares of the company’s stock after buying an additional 3,453 shares during the […]

Jones Financial Companies Lllp Sells 1,294 Shares of Union Pacific Co. (NYSE:UNP)

Jones Financial Companies Lllp decreased its position in Union Pacific Co. (NYSE:UNP) by 3.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 32,535 shares of the railroad operator’s stock after selling 1,294 shares during the quarter. Jones Financial Companies Lllp’s […]

11,700 Shares in Ryman Hospitality Properties Inc (NYSE:RHP) Bought by Hillsdale Investment Management Inc.

Hillsdale Investment Management Inc. bought a new position in shares of Ryman Hospitality Properties Inc (NYSE:RHP) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 11,700 shares of the real estate investment trust’s stock, valued at approximately $949,000. A number of other hedge funds have also made […]

Wheaton Precious Metals Corp (NYSE:WPM) Shares Bought by Hillsdale Investment Management Inc.

Hillsdale Investment Management Inc. lifted its stake in Wheaton Precious Metals Corp (NYSE:WPM) by 22.8% in the second quarter, HoldingsChannel reports. The fund owned 53,300 shares of the company’s stock after purchasing an additional 9,900 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Wheaton Precious Metals were worth $1,287,000 at the end of […]

3,710 Shares in Square, Inc. (NYSE:SQ) Purchased by Sompo Japan Nipponkoa Asset Management CO. LTD.

Sompo Japan Nipponkoa Asset Management CO. LTD. bought a new position in shares of Square, Inc. (NYSE:SQ) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 3,710 shares of the technology company’s stock, valued at approximately $269,000. Other institutional investors and […]

Hillsdale Investment Management Inc. Has $1.61 Million Stock Holdings in American Equity Investment Life Holding (NYSE:AEL)

Hillsdale Investment Management Inc. lessened its stake in American Equity Investment Life Holding (NYSE:AEL) by 24.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 59,200 shares of the financial services provider’s stock after selling 19,342 shares during the quarter. Hillsdale Investment Management Inc. […]

John G Ullman & Associates Inc. Invests $223,000 in Oracle Co. (NYSE:ORCL)

John G Ullman & Associates Inc. acquired a new position in Oracle Co. (NYSE:ORCL) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 3,918 shares of the enterprise software provider’s stock, valued at approximately $223,000. Several other institutional investors have also recently […]

Pettyjohn Wood & White Inc. Has $1.30 Million Holdings in Facebook, Inc. (NASDAQ:FB)

Pettyjohn Wood & White Inc. cut its stake in shares of Facebook, Inc. (NASDAQ:FB) by 1.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,733 shares of the social networking company’s stock after selling 100 shares during the period. […]

John G Ullman & Associates Inc. Purchases New Position in Fiserv Inc (NASDAQ:FISV)

John G Ullman & Associates Inc. purchased a new stake in shares of Fiserv Inc (NASDAQ:FISV) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 4,800 shares of the business services provider’s stock, valued at approximately $438,000. Several other hedge funds and […]

John G Ullman & Associates Inc. Invests $296,000 in Evoqua Water Technologies Corp (NYSE:AQUA)

John G Ullman & Associates Inc. purchased a new position in Evoqua Water Technologies Corp (NYSE:AQUA) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 20,800 shares of the company’s stock, valued at approximately $296,000. Several other large investors have also added to or reduced their stakes in AQUA. Steward Partners Investment Advisory LLC bought […]

Penobscot Investment Management Company Inc. Grows Stock Holdings in Home Depot Inc (NYSE:HD)

Penobscot Investment Management Company Inc. increased its stake in shares of Home Depot Inc (NYSE:HD) by 2.1% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,483 shares of the home improvement retailer’s stock after purchasing an additional 725 shares during the period. Home Depot […]

Intercontinental Wealth Advisors LLC Has $250,000 Holdings in Facebook, Inc. (NASDAQ:FB)

Intercontinental Wealth Advisors LLC lessened its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 18.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,295 shares of the social networking company’s stock after selling 297 shares during the quarter. Intercontinental Wealth Advisors LLC’s holdings in […]