Home » SEC Filing Articles
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Bought by Triumph Capital Management
Triumph Capital Management increased its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 10.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Trinity Financial Advisors LLC Invests $6.49 Million in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Trinity Financial Advisors LLC bought a new position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Orion Capital Management LLC Has $3.42 Million Stock Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Orion Capital Management LLC lowered its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Acquired by Concord Wealth Partners
Concord Wealth Partners lifted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 24.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
New York Life Investment Management LLC Raises Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
New York Life Investment Management LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
New York Life Investment Management LLC Buys 32,392 Shares of American Tower Co. (NYSE:AMT)
New York Life Investment Management LLC grew its position in shares of American Tower Co. (NYSE:AMT – Free Report) by 41.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Great Valley Advisor Group Inc. Grows Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Great Valley Advisor Group Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 39,811 shares of the company’s... More of this article »
Y.D. More Investments Ltd Acquires 80 Shares of ServiceNow, Inc. (NYSE:NOW)
Y.D. More Investments Ltd grew its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Y.D. More Investments Ltd Has $732,000 Holdings in NextEra Energy, Inc. (NYSE:NEE)
Y.D. More Investments Ltd lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 28.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
4,812 Shares in U.S. Bancorp (NYSE:USB) Bought by Armstrong Fleming & Moore Inc
Armstrong Fleming & Moore Inc bought a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Y.D. More Investments Ltd Acquires 7,035 Shares of Invesco QQQ (NASDAQ:QQQ)
Y.D. More Investments Ltd boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 40.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
First Trust Direct Indexing L.P. Acquires 296 Shares of Salesforce, Inc. (NYSE:CRM)
First Trust Direct Indexing L.P. increased its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Acquired by First Trust Direct Indexing L.P.
First Trust Direct Indexing L.P. boosted its position in The Coca-Cola Company (NYSE:KO – Free Report) by 31.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
1,958 Shares in The Boeing Company (NYSE:BA) Acquired by Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.
Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Splunk Inc. (NASDAQ:SPLK) Shares Acquired by Y.D. More Investments Ltd
Y.D. More Investments Ltd boosted its holdings in shares of Splunk Inc. (NASDAQ:SPLK – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,431 shares of the software... More of this article »
Y.D. More Investments Ltd Purchases 8,845 Shares of Datadog, Inc. (NASDAQ:DDOG)
Y.D. More Investments Ltd grew its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 47.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,535... More of this article »
Concord Wealth Partners Sells 93 Shares of Tesla, Inc. (NASDAQ:TSLA)
Concord Wealth Partners cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,915 shares of the electric vehicle... More of this article »
Concord Wealth Partners Raises Holdings in Eli Lilly and Company (NYSE:LLY)
Concord Wealth Partners grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 20.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,644... More of this article »
Orion Capital Management LLC Purchases 46 Shares of Caterpillar Inc. (NYSE:CAT)
Orion Capital Management LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 5.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
New York Life Investment Management LLC Cuts Stock Position in Visa Inc. (NYSE:V)
New York Life Investment Management LLC reduced its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Sold by Orion Capital Management LLC
Orion Capital Management LLC reduced its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Concord Wealth Partners Acquires 9,020 Shares of Bristol-Myers Squibb (NYSE:BMY)
Concord Wealth Partners grew its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 41.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,639... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Stock Position Reduced by Trinity Financial Advisors LLC
Trinity Financial Advisors LLC decreased its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
20,000 Shares in Samsara Inc. (NYSE:IOT) Bought by Triumph Capital Management
Triumph Capital Management purchased a new stake in Samsara Inc. (NYSE:IOT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 20,000 shares of the... More of this article »
Mine & Arao Wealth Creation & Management LLC. Grows Holdings in Southwest Airlines Co. (NYSE:LUV)
Mine & Arao Wealth Creation & Management LLC. increased its position in Southwest Airlines Co. (NYSE:LUV – Free Report) by 58.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Triumph Capital Management Purchases 12,897 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Triumph Capital Management grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 204.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Stake Cut by Triumph Capital Management
Triumph Capital Management decreased its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 24.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
New York Life Investment Management LLC Cuts Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
New York Life Investment Management LLC lessened its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 14.4% during the 4th quarter, HoldingsChannel reports. The firm owned 54,873 shares of the... More of this article »
Prosperity Planning Inc. Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Prosperity Planning Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
New York Life Investment Management LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
New York Life Investment Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 107.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Armstrong Fleming & Moore Inc Has $811,000 Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)
Armstrong Fleming & Moore Inc lowered its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 6.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,371 shares... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by RB Capital Management LLC
RB Capital Management LLC lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,734... More of this article »
RB Capital Management LLC Sells 349 Shares of Starbucks Co. (NASDAQ:SBUX)
RB Capital Management LLC lessened its stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 71,178 shares of the coffee... More of this article »
RB Capital Management LLC Sells 1,536 Shares of W. P. Carey Inc. (NYSE:WPC)
RB Capital Management LLC decreased its stake in shares of W. P. Carey Inc. (NYSE:WPC – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
RB Capital Management LLC Cuts Position in Waste Management, Inc. (NYSE:WM)
RB Capital Management LLC lessened its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
RB Capital Management LLC Purchases New Shares in Novo Nordisk A/S (NYSE:NVO)
RB Capital Management LLC acquired a new stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
RB Capital Management LLC Cuts Stock Position in United Parcel Service, Inc. (NYSE:UPS)
RB Capital Management LLC trimmed its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
RB Capital Management LLC Acquires 581 Shares of NIKE, Inc. (NYSE:NKE)
RB Capital Management LLC boosted its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »