SEC Filing Articles

UnitedHealth Group Inc (UNH) Position Reduced by Xact Kapitalforvaltning AB

Xact Kapitalforvaltning AB trimmed its holdings in shares of UnitedHealth Group Inc (NYSE:UNH) by 4.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 187,894 shares of the healthcare conglomerate’s stock after selling 9,229 shares during the period. UnitedHealth Group makes […]

Somerset Trust Co Lowers Holdings in Medtronic PLC (MDT)

Somerset Trust Co trimmed its holdings in Medtronic PLC (NYSE:MDT) by 3.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,146 shares of the medical technology company’s stock after selling 1,753 shares during the quarter. Medtronic accounts for 2.4% of Somerset Trust Co’s portfolio, […]

Nikko Asset Management Americas Inc. Has $6.25 Million Position in Lockheed Martin Co. (LMT)

Nikko Asset Management Americas Inc. boosted its position in shares of Lockheed Martin Co. (NYSE:LMT) by 99.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,148 shares of the aerospace company’s stock after purchasing an additional 10,520 shares during the period. Nikko Asset […]

Swedbank Sells 2,109,575 Shares of General Electric (GE)

Swedbank lessened its holdings in General Electric (NYSE:GE) by 64.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,145,146 shares of the conglomerate’s stock after selling 2,109,575 shares during the quarter. Swedbank’s holdings in General Electric were worth $15,436,000 at the […]

Clarkston Capital Partners LLC Reduces Position in Mastercard Inc (MA)

Clarkston Capital Partners LLC reduced its position in shares of Mastercard Inc (NYSE:MA) by 0.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 72,035 shares of the credit services provider’s stock after selling 350 shares during the period. Clarkston Capital […]

Osborne Partners Capital Management LLC Sells 5,193 Shares of Abbott Laboratories (ABT)

Osborne Partners Capital Management LLC decreased its holdings in shares of Abbott Laboratories (NYSE:ABT) by 2.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 175,959 shares of the healthcare product maker’s stock after selling 5,193 shares during the period. Abbott […]

Tokio Marine Asset Management Co. Ltd. Sells 2,325 Shares of Abbott Laboratories (ABT)

Tokio Marine Asset Management Co. Ltd. lowered its position in shares of Abbott Laboratories (NYSE:ABT) by 35.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,207 shares of the healthcare product maker’s stock after selling 2,325 shares during the quarter. Tokio […]

Westpac Banking Corp Trims Holdings in VF Corp (VFC)

Westpac Banking Corp reduced its stake in VF Corp (NYSE:VFC) by 15.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 92,377 shares of the textile maker’s stock after selling 16,256 shares during the period. Westpac Banking Corp’s holdings in VF were worth $7,531,000 […]

3,371 Shares in Automatic Data Processing (ADP) Purchased by Prospera Financial Services Inc

Prospera Financial Services Inc acquired a new stake in shares of Automatic Data Processing (NASDAQ:ADP) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 3,371 shares of the business services provider’s stock, valued at approximately $452,000. Other hedge funds have also modified their […]

iShares Russell 1000 Growth ETF (IWF) Shares Sold by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC lessened its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 0.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 189,600 shares of the exchange traded fund’s stock after selling 1,412 shares during the quarter. iShares Russell […]

American Express (AXP) Stake Lifted by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC lifted its holdings in shares of American Express (NYSE:AXP) by 1.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,270 shares of the payment services company’s stock after purchasing an additional 1,131 shares during the quarter. […]

Prospera Financial Services Inc Invests $518,000 in Adobe Systems Incorporated (ADBE) Stock

Prospera Financial Services Inc acquired a new position in Adobe Systems Incorporated (NASDAQ:ADBE) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,122 shares of the software company’s stock, valued at approximately $518,000. A number of other institutional investors have also recently […]

Caterpillar Inc. (CAT) Shares Bought by Callahan Advisors LLC

Callahan Advisors LLC raised its holdings in Caterpillar Inc. (NYSE:CAT) by 45.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,904 shares of the industrial products company’s stock after purchasing an additional 5,318 shares during the quarter. Callahan Advisors LLC’s holdings in […]

Danaher Co. (DHR) Holdings Cut by Bank of Montreal Can

Bank of Montreal Can trimmed its position in shares of Danaher Co. (NYSE:DHR) by 44.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 501,338 shares of the conglomerate’s stock after selling 404,932 shares during the quarter. Bank of Montreal Can owned approximately 0.07% […]

Benjamin F. Edwards & Company Inc. Decreases Position in Anadarko Petroleum Co. (APC)

Benjamin F. Edwards & Company Inc. cut its position in shares of Anadarko Petroleum Co. (NYSE:APC) by 12.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,869 shares of the oil and gas development company’s stock after selling 2,000 shares during the quarter. […]

Bank of Montreal Can Buys 167,599 Shares of HCA Healthcare Inc (HCA)

Bank of Montreal Can increased its stake in shares of HCA Healthcare Inc (NYSE:HCA) by 49.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 506,077 shares of the company’s stock after buying an additional 167,599 shares during the quarter. Bank of […]

Exane Derivatives Increases Stake in Comcast Co. (CMCSA)

Exane Derivatives grew its position in Comcast Co. (NASDAQ:CMCSA) by 2,443,500.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 73,308 shares of the cable giant’s stock after acquiring an additional 73,305 shares during the period. Exane Derivatives’ holdings in Comcast were worth $2,404,000 as of its most […]

Huntington National Bank Decreases Holdings in Goldman Sachs Group Inc (GS)

Huntington National Bank cut its stake in shares of Goldman Sachs Group Inc (NYSE:GS) by 5.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,538 shares of the investment management company’s stock after selling 1,436 shares during the period. Huntington National […]

General Electric (GE) Shares Bought by Alpha Cubed Investments LLC

Alpha Cubed Investments LLC grew its holdings in General Electric (NYSE:GE) by 88.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 80,444 shares of the conglomerate’s stock after purchasing an additional 37,649 shares during the quarter. Alpha Cubed Investments LLC’s holdings in General Electric […]

Microsoft Co. (MSFT) is Suffolk Capital Management LLC’s 3rd Largest Position

Suffolk Capital Management LLC boosted its holdings in Microsoft Co. (NASDAQ:MSFT) by 9.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 338,079 shares of the software giant’s stock after buying an additional 28,578 shares during the quarter. Microsoft makes up about 4.4% of […]

Chicago Capital LLC Takes Position in W W Grainger Inc (GWW)

Chicago Capital LLC bought a new stake in shares of W W Grainger Inc (NYSE:GWW) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,165 shares of the industrial products company’s stock, valued at approximately $359,000. Several other large investors have also recently bought and […]

Goodman Financial Corp Reduces Position in Microsoft Co. (MSFT)

Goodman Financial Corp decreased its holdings in Microsoft Co. (NASDAQ:MSFT) by 16.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,263 shares of the software giant’s stock after selling 629 shares during the quarter. Goodman Financial Corp’s holdings in Microsoft were […]

Burns J W & Co. Inc. NY Boosts Position in Paypal Holdings Inc (PYPL)

Burns J W & Co. Inc. NY boosted its stake in shares of Paypal Holdings Inc (NASDAQ:PYPL) by 9.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,748 shares of the credit services provider’s stock after purchasing an additional 2,810 shares during the period. Burns […]

salesforce.com, inc. (CRM) Shares Bought by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC raised its position in shares of salesforce.com, inc. (NYSE:CRM) by 6.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,434 shares of the CRM provider’s stock after purchasing an additional 1,478 shares during the quarter. Steward Partners Investment […]

Kimberly Clark Corp (KMB) Position Raised by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC increased its holdings in Kimberly Clark Corp (NYSE:KMB) by 3.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 137,841 shares of the company’s stock after buying an additional 4,990 shares during the period. Nisa Investment Advisors LLC’s holdings in Kimberly Clark were […]

Asset Advisors Corp Has $3.79 Million Holdings in BB&T Co. (BBT)

Asset Advisors Corp decreased its holdings in shares of BB&T Co. (NYSE:BBT) by 3.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 75,226 shares of the insurance provider’s stock after selling 2,450 shares during the period. Asset Advisors Corp’s […]

World Asset Management Inc Raises Holdings in Travelers Companies Inc (TRV)

World Asset Management Inc boosted its holdings in Travelers Companies Inc (NYSE:TRV) by 5.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,525 shares of the insurance provider’s stock after acquiring an additional 1,049 shares during the quarter. World Asset […]

Vanguard FTSE Developed Markets ETF (VEA) Shares Sold by Whittier Trust Co. of Nevada Inc.

Whittier Trust Co. of Nevada Inc. lowered its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 31.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 152,446 shares of the company’s stock after selling 69,369 shares during […]

Pioneer Natural Resources (PXD) Shares Sold by Oakbrook Investments LLC

Oakbrook Investments LLC lessened its holdings in Pioneer Natural Resources (NYSE:PXD) by 45.9% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,085 shares of the oil and gas development company’s stock after selling 6,020 shares during the period. Oakbrook Investments LLC’s holdings in […]

Tiaa Fsb Trims Position in Fidelity National Information Servcs Inc (FIS)

Tiaa Fsb lowered its holdings in Fidelity National Information Servcs Inc (NYSE:FIS) by 3.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,736 shares of the information technology services provider’s stock after selling 2,471 shares during the quarter. Tiaa Fsb’s holdings […]

Chicago Capital LLC Acquires 1,801 Shares of Dominion Energy Inc (D)

Chicago Capital LLC grew its holdings in shares of Dominion Energy Inc (NYSE:D) by 30.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,770 shares of the utilities provider’s stock after purchasing an additional 1,801 shares during the period. Chicago Capital […]

SPC Financial Inc. Boosts Position in Dominion Energy Inc (D)

SPC Financial Inc. boosted its holdings in Dominion Energy Inc (NYSE:D) by 14.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,250 shares of the utilities provider’s stock after purchasing an additional 1,059 shares during the quarter. SPC Financial Inc.’s holdings […]

United Technologies Co. (UTX) Stake Decreased by Reilly Financial Advisors LLC

Reilly Financial Advisors LLC lowered its stake in shares of United Technologies Co. (NYSE:UTX) by 2.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,367 shares of the conglomerate’s stock after selling 1,781 shares during the quarter. United Technologies makes up […]

Wealth Alliance Advisory Group LLC Increases Stake in Vanguard FTSE Emerging Markets ETF (VWO)

Wealth Alliance Advisory Group LLC grew its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 1.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 113,053 shares of the exchange traded fund’s stock after buying an additional 2,122 shares during the […]

Sawtooth Solutions LLC Increases Stake in Exxon Mobil Co. (XOM)

Sawtooth Solutions LLC grew its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 1.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 40,727 shares of the oil and gas company’s stock after buying an additional 732 shares during the […]

Amazon.com, Inc. (AMZN) is Pittenger & Anderson Inc.’s 10th Largest Position

Pittenger & Anderson Inc. cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 5.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,841 shares of the e-commerce giant’s stock after selling 527 shares during the period. Amazon.com makes up 1.2% of Pittenger […]

Municipal Employees Retirement System of Michigan Has $6.63 Million Holdings in Amgen, Inc. (AMGN)

Municipal Employees Retirement System of Michigan raised its holdings in shares of Amgen, Inc. (NASDAQ:AMGN) by 5.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,920 shares of the medical research company’s stock after acquiring an additional 1,970 shares during the quarter. Municipal […]

KCM Investment Advisors LLC Cuts Position in Cisco Systems, Inc. (CSCO)

KCM Investment Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 157,238 shares of the network equipment provider’s stock after selling 1,262 shares during the quarter. KCM Investment Advisors LLC’s holdings in Cisco […]

Alphabet Inc Class C (GOOG) Shares Sold by Winfield Associates Inc.

Winfield Associates Inc. trimmed its holdings in Alphabet Inc Class C (NASDAQ:GOOG) by 2.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,452 shares of the information services provider’s stock after selling 137 shares during the quarter. Alphabet Inc Class C makes up […]

LS Investment Advisors LLC Sells 2,138 Shares of General Dynamics Co. (GD)

LS Investment Advisors LLC decreased its holdings in shares of General Dynamics Co. (NYSE:GD) by 9.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,612 shares of the aerospace company’s stock after selling 2,138 shares during the period. LS […]

TAKE-TWO INTERACTIVE SOFTWARE, INC Common Stock (TTWO) Holdings Lowered by State of Alaska Department of Revenue

State of Alaska Department of Revenue lowered its position in shares of TAKE-TWO INTERACTIVE SOFTWARE, INC Common Stock (NASDAQ:TTWO) by 2.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,250 shares of the company’s stock after selling 550 shares during […]

1,053 Shares in Thermo Fisher Scientific Inc. (TMO) Purchased by Mycio Wealth Partners LLC

Mycio Wealth Partners LLC purchased a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,053 shares of the medical research company’s stock, valued at approximately $218,000. A number of other […]

Deprince Race & Zollo Inc. Acquires 2,550 Shares of Citigroup Inc (C)

Deprince Race & Zollo Inc. boosted its holdings in Citigroup Inc (NYSE:C) by 34.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,050 shares of the financial services provider’s stock after acquiring an additional 2,550 shares during the quarter. Deprince Race & Zollo […]

Jacobs & Co. CA Trims Holdings in Bristol-Myers Squibb Co (BMY)

Jacobs & Co. CA cut its holdings in shares of Bristol-Myers Squibb Co (NYSE:BMY) by 2.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,724 shares of the biopharmaceutical company’s stock after selling 1,393 shares during the quarter. Jacobs & […]

Cisco Systems, Inc. (CSCO) is Forsta AP Fonden’s 2nd Largest Position

Forsta AP Fonden lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 12.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,392,085 shares of the network equipment provider’s stock after acquiring an additional 154,100 shares during the quarter. […]

First Hawaiian Bank Acquires Shares of 2,125 American Express (AXP)

First Hawaiian Bank acquired a new stake in American Express (NYSE:AXP) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,125 shares of the payment services company’s stock, valued at approximately $209,000. A number of other institutional investors and hedge funds […]

Honeywell (HON) Shares Bought by Mycio Wealth Partners LLC

Mycio Wealth Partners LLC increased its holdings in Honeywell (NYSE:HON) by 19.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,730 shares of the conglomerate’s stock after acquiring an additional 453 shares during the period. Mycio Wealth Partners LLC’s […]

Municipal Employees Retirement System of Michigan Decreases Stake in Trimble Inc (TRMB)

Municipal Employees Retirement System of Michigan decreased its position in Trimble Inc (NASDAQ:TRMB) by 23.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 58,410 shares of the scientific and technical instruments company’s stock after selling 18,150 shares during the quarter. Municipal Employees […]

Ally Financial Inc (ALLY) Shares Bought by LPL Financial LLC

LPL Financial LLC lifted its position in Ally Financial Inc (NYSE:ALLY) by 20.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,984 shares of the financial services provider’s stock after acquiring an additional 3,019 shares during the period. LPL Financial LLC’s […]

Automatic Data Processing (ADP) Position Trimmed by Heritage Investors Management Corp

Heritage Investors Management Corp lowered its position in Automatic Data Processing (NASDAQ:ADP) by 7.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 95,999 shares of the business services provider’s stock after selling 7,928 shares during the period. Heritage Investors Management Corp’s holdings in Automatic Data Processing […]