SEC Filing Articles

Cozad Asset Management Inc. Purchases 456 Shares of PacWest Bancorp (PACW)

Cozad Asset Management Inc. lifted its position in shares of PacWest Bancorp (NASDAQ:PACW) by 1.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,067 shares of the financial services provider’s stock after purchasing an additional 456 shares during […]

Telos Capital Management Inc. Acquires 1,659 Shares of iShares Russell Mid-Cap Value ETF (IWS)

Telos Capital Management Inc. raised its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 9.7% in the first quarter, HoldingsChannel.com reports. The firm owned 18,850 shares of the company’s stock after purchasing an additional 1,659 shares during the quarter. Telos Capital Management Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,637,000 as […]

RNC Capital Management LLC Purchases Shares of 8,301 Elanco Animal Health (ELAN)

RNC Capital Management LLC purchased a new position in shares of Elanco Animal Health (NASDAQ:ELAN) in the 1st quarter, HoldingsChannel reports. The firm purchased 8,301 shares of the company’s stock, valued at approximately $266,000. Several other large investors also recently made changes to their positions in the company. Morgan Stanley acquired a new position in […]

Infosys Ltd (INFY) Shares Bought by Unison Advisors LLC

Unison Advisors LLC grew its position in Infosys Ltd (NYSE:INFY) by 1.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 186,011 shares of the technology company’s stock after buying an additional 1,775 shares during the quarter. Infosys accounts […]

Telos Capital Management Inc. Acquires 1,814 Shares of PNC Financial Services Group Inc (PNC)

Telos Capital Management Inc. lifted its holdings in PNC Financial Services Group Inc (NYSE:PNC) by 9.1% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 21,673 shares of the financial services provider’s stock after acquiring an additional 1,814 shares during the quarter. Telos Capital Management […]

eBay Inc (EBAY) Position Cut by Oakbrook Investments LLC

Oakbrook Investments LLC reduced its holdings in shares of eBay Inc (NASDAQ:EBAY) by 9.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,000 shares of the e-commerce company’s stock after selling 6,120 shares during the period. Oakbrook Investments LLC’s holdings in eBay […]

Peoples Financial Services CORP. Boosts Position in Xylem Inc (XYL)

Peoples Financial Services CORP. boosted its stake in shares of Xylem Inc (NYSE:XYL) by 2.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 8,938 shares of the industrial products company’s stock after purchasing an additional 250 shares during the period. Peoples Financial Services CORP.’s holdings in Xylem were worth $706,000 as of its […]

Peoples Financial Services CORP. Purchases Shares of 881 Dunkin Brands Group Inc (DNKN)

Peoples Financial Services CORP. purchased a new position in shares of Dunkin Brands Group Inc (NASDAQ:DNKN) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 881 shares of the restaurant operator’s stock, valued at approximately $66,000. Several other institutional investors and hedge […]

Rothschild Investment Corp IL Reduces Stake in Starwood Property Trust, Inc. (STWD)

Rothschild Investment Corp IL cut its stake in Starwood Property Trust, Inc. (NYSE:STWD) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 275,968 shares of the real estate investment trust’s stock after selling 700 shares during the period. Rothschild Investment […]

Rothschild Investment Corp IL Invests $2.67 Million in Petmed Express Inc (PETS)

Rothschild Investment Corp IL bought a new stake in shares of Petmed Express Inc (NASDAQ:PETS) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 117,120 shares of the company’s stock, valued at approximately $2,668,000. Several other institutional investors and hedge funds also recently […]

Rothschild Investment Corp IL Has $1.97 Million Stake in Ambarella Inc (AMBA)

Rothschild Investment Corp IL grew its position in shares of Ambarella Inc (NASDAQ:AMBA) by 3.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,600 shares of the semiconductor company’s stock after acquiring an additional 1,475 shares during the quarter. Rothschild Investment Corp […]

Rothschild Investment Corp IL Has $1.30 Million Holdings in Diebold Nixdorf Inc (DBD)

Rothschild Investment Corp IL reduced its position in Diebold Nixdorf Inc (NYSE:DBD) by 5.6% during the 1st quarter, Holdings Channel reports. The firm owned 117,654 shares of the technology company’s stock after selling 7,000 shares during the period. Rothschild Investment Corp IL’s holdings in Diebold Nixdorf were worth $1,302,000 as of its most recent SEC […]

Vanguard S&P 500 ETF (VOO) Shares Sold by Wells Trecaso Financial Group LLC

Wells Trecaso Financial Group LLC trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 11.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,470 shares of the company’s stock after selling 190 shares during the period. Wells Trecaso […]

Telos Capital Management Inc. Purchases 3,222 Shares of Spdr Portfolio Total Stock Market Etf (SPTM)

Telos Capital Management Inc. increased its position in shares of Spdr Portfolio Total Stock Market Etf (BMV:SPTM) by 27.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 14,913 shares of the company’s stock after purchasing an additional 3,222 shares during the quarter. Telos Capital Management Inc.’s holdings in Spdr Portfolio Total Stock Market […]

PulteGroup, Inc. (PHM) Shares Bought by State of Alaska Department of Revenue

State of Alaska Department of Revenue boosted its stake in PulteGroup, Inc. (NYSE:PHM) by 15.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,265 shares of the construction company’s stock after purchasing an additional 8,779 shares during the period. State […]

Norges Bank Takes $31.61 Million Position in Brookfield Property Reit Inc (BPR)

Norges Bank bought a new stake in shares of Brookfield Property Reit Inc (NASDAQ:BPR) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,963,239 shares of the company’s stock, valued at approximately $31,608,000. Norges Bank owned approximately 1.54% of Brookfield Property Reit at the end […]

Norges Bank Purchases New Holdings in Brooks Automation, Inc (BRKS)

Norges Bank purchased a new stake in Brooks Automation, Inc (NASDAQ:BRKS) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,177,095 shares of the semiconductor company’s stock, valued at approximately $30,816,000. Several other large investors have also bought and sold shares of the company. […]

State of Alaska Department of Revenue Has $1.91 Million Position in Bunge Ltd (BG)

State of Alaska Department of Revenue increased its stake in Bunge Ltd (NYSE:BG) by 1.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,920 shares of the basic materials company’s stock after purchasing an additional 577 shares during the quarter. State of […]

Norges Bank Buys New Holdings in People’s United Financial, Inc. (PBCT)

Norges Bank bought a new stake in People’s United Financial, Inc. (NASDAQ:PBCT) during the fourth quarter, HoldingsChannel.com reports. The fund bought 2,217,308 shares of the bank’s stock, valued at approximately $31,996,000. A number of other institutional investors have also recently modified their holdings of PBCT. Princeton Global Asset Management LLC bought a new stake in […]

Norges Bank Purchases Shares of 231,991 WEX Inc (WEX)

Norges Bank purchased a new position in WEX Inc (NYSE:WEX) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 231,991 shares of the business services provider’s stock, valued at approximately $32,492,000. Norges Bank owned about 0.54% of WEX at the end of the most recent […]

Norges Bank Invests $1.04 Billion in Union Pacific Co. (UNP) Stock

Norges Bank acquired a new position in Union Pacific Co. (NYSE:UNP) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 7,497,046 shares of the railroad operator’s stock, valued at approximately $1,036,317,000. A number of other institutional investors have also modified their holdings […]

Public Employees Retirement System of Ohio Takes Position in Re/Max Holdings Inc (RMAX)

Public Employees Retirement System of Ohio acquired a new position in shares of Re/Max Holdings Inc (NYSE:RMAX) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 5,586 shares of the financial services provider’s stock, valued at approximately $172,000. A number of other large investors have also recently bought […]

Public Employees Retirement System of Ohio Reduces Position in Methode Electronics Inc. (MEI)

Public Employees Retirement System of Ohio cut its position in shares of Methode Electronics Inc. (NYSE:MEI) by 77.5% during the 4th quarter, HoldingsChannel reports. The firm owned 9,043 shares of the electronics maker’s stock after selling 31,151 shares during the period. Public Employees Retirement System of Ohio’s holdings in Methode Electronics were worth $211,000 as […]

HFF, Inc. (HF) Holdings Lowered by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio trimmed its stake in shares of HFF, Inc. (NYSE:HF) by 82.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,635 shares of the financial services provider’s stock after selling 36,597 shares during the quarter. Public Employees Retirement […]

Public Employees Retirement System of Ohio Cuts Stake in Peabody Energy Co. (BTU)

Public Employees Retirement System of Ohio lessened its holdings in Peabody Energy Co. (NYSE:BTU) by 39.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,229 shares of the coal producer’s stock after selling 6,554 shares during the period. Public Employees Retirement […]

Thrivent Financial for Lutherans Takes $125,000 Position in Evolution Petroleum Corp (EPM)

Thrivent Financial for Lutherans bought a new position in Evolution Petroleum Corp (NYSEAMERICAN:EPM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 18,285 shares of the energy company’s stock, valued at approximately $125,000. Thrivent Financial for Lutherans owned about 0.06% […]

Thrivent Financial for Lutherans Decreases Position in Endurance International Group Holdings Inc (EIGI)

Thrivent Financial for Lutherans cut its stake in Endurance International Group Holdings Inc (NASDAQ:EIGI) by 69.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,648 shares of the software maker’s stock after selling 69,587 shares during the quarter. Thrivent Financial for Lutherans’ […]

200,000 Shares in CVS Health Corp (CVS) Acquired by Voleon Capital Management LP

Voleon Capital Management LP bought a new position in CVS Health Corp (NYSE:CVS) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 200,000 shares of the pharmacy operator’s stock, valued at approximately $13,104,000. CVS Health accounts for approximately 1.2% of Voleon Capital Management LP’s […]

Ronna Sue Cohen Decreases Holdings in W W Grainger Inc (GWW)

Ronna Sue Cohen trimmed its position in W W Grainger Inc (NYSE:GWW) by 7.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,909 shares of the industrial products company’s stock after selling 852 shares during the quarter. W […]

Valicenti Advisory Services Inc. Sells 280 Shares of Zoetis Inc (ZTS)

Valicenti Advisory Services Inc. decreased its position in shares of Zoetis Inc (NYSE:ZTS) by 0.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 47,648 shares of the company’s stock after selling 280 shares during the period. Zoetis makes up 2.3% of Valicenti Advisory […]

Ronna Sue Cohen Grows Holdings in Schwab US Broad Market ETF (SCHB)

Ronna Sue Cohen grew its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 6.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,442 shares of the company’s stock after purchasing an additional 670 shares during the quarter. Ronna Sue Cohen’s […]

Valicenti Advisory Services Inc. Has $1.65 Million Position in Schwab International Equity ETF (SCHF)

Valicenti Advisory Services Inc. grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF) by 0.8% during the first quarter, HoldingsChannel reports. The institutional investor owned 52,627 shares of the company’s stock after purchasing an additional 400 shares during the quarter. Valicenti Advisory Services Inc.’s holdings in Schwab International Equity ETF were worth $1,648,000 […]

Municipal Employees Retirement System of Michigan Takes Position in Hornbeck Offshore Services, Inc. (HOS)

Municipal Employees Retirement System of Michigan acquired a new stake in Hornbeck Offshore Services, Inc. (NYSE:HOS) during the fourth quarter, Holdings Channel reports. The firm acquired 106,270 shares of the oil and gas company’s stock, valued at approximately $153,000. Other hedge funds and other institutional investors have also bought and sold shares of the company. […]

Oppenheimer Holdings Inc. (OPY) Holdings Lowered by Squarepoint Ops LLC

Squarepoint Ops LLC trimmed its position in Oppenheimer Holdings Inc. (NYSE:OPY) by 45.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,977 shares of the financial services provider’s stock after selling 7,623 shares during the quarter. Squarepoint Ops […]

Akorn, Inc. (AKRX) Holdings Increased by Squarepoint Ops LLC

Squarepoint Ops LLC grew its position in shares of Akorn, Inc. (NASDAQ:AKRX) by 212.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,294 shares of the company’s stock after buying an additional 46,420 shares during the quarter. Squarepoint Ops LLC’s holdings in […]

114,601 Shares in DRDGOLD Ltd. (DRD) Acquired by Squarepoint Ops LLC

Squarepoint Ops LLC acquired a new stake in shares of DRDGOLD Ltd. (NYSE:DRD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 114,601 shares of the basic materials company’s stock, valued at approximately $238,000. Squarepoint Ops LLC owned 0.27% […]

1,505 Shares in SBA Communications Co. (SBAC) Purchased by Squarepoint Ops LLC

Squarepoint Ops LLC purchased a new stake in SBA Communications Co. (NASDAQ:SBAC) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,505 shares of the technology company’s stock, valued at approximately $244,000. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SBAC. Flinton Capital Management […]

7,351 Shares in iShares Intermediate-Term Corporate Bond ETF (IGIB) Acquired by Horan Securities Inc.

Horan Securities Inc. bought a new position in shares of iShares Intermediate-Term Corporate Bond ETF (NYSEARCA:IGIB) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 7,351 shares of the company’s stock, valued at approximately $405,000. iShares Intermediate-Term Corporate Bond ETF accounts for approximately 0.4% […]

iShares International Select Dividend ETF (IDV) Shares Sold by Horan Securities Inc.

Horan Securities Inc. lowered its stake in iShares International Select Dividend ETF (BATS:IDV) by 4.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 263,019 shares of the company’s stock after selling 12,257 shares during the period. iShares International Select Dividend […]

Constellation Brands, Inc. (STZ) Shares Bought by Cobiz Wealth LLC

Cobiz Wealth LLC lifted its stake in shares of Constellation Brands, Inc. (NYSE:STZ) by 56.2% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 15,998 shares of the company’s stock after buying an additional 5,759 shares during the period. Cobiz Wealth LLC’s holdings in Constellation Brands were worth $2,805,000 at the end of the […]

Alerian MLP ETF (AMLP) Stake Increased by Cobiz Wealth LLC

Cobiz Wealth LLC increased its position in shares of Alerian MLP ETF (NYSEARCA:AMLP) by 16.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,622 shares of the exchange traded fund’s stock after purchasing an additional 18,487 shares during the period. Cobiz Wealth […]

Deprince Race & Zollo Inc. Has $27.91 Million Stake in Scotts Miracle-Gro Co (SMG)

Deprince Race & Zollo Inc. lifted its position in Scotts Miracle-Gro Co (NYSE:SMG) by 1.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 355,218 shares of the basic materials company’s stock after purchasing an additional 6,344 shares during the quarter. Deprince Race & Zollo […]

Suntrust Banks Inc. Acquires 159,264 Shares of Bank of America Corp (BAC)

Suntrust Banks Inc. raised its position in Bank of America Corp (NYSE:BAC) by 5.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,170,292 shares of the financial services provider’s stock after buying an additional 159,264 shares during the period. Suntrust Banks Inc.’s holdings in […]

Two Sigma Advisers LP Buys Shares of 168,200 USA Technologies, Inc. (USAT)

Two Sigma Advisers LP bought a new position in USA Technologies, Inc. (NASDAQ:USAT) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 168,200 shares of the technology company’s stock, valued at approximately $654,000. Other hedge funds also recently modified their holdings of the company. Raymond James […]

Two Sigma Advisers LP Invests $725,000 in International Flavors & Fragrances Inc (IFF) Stock

Two Sigma Advisers LP bought a new stake in shares of International Flavors & Fragrances Inc (NYSE:IFF) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,400 shares of the specialty chemicals company’s stock, valued at approximately $725,000. A […]

Two Sigma Investments LP Sells 30,551 Shares of Edge Therapeutics Inc (EDGE)

Two Sigma Investments LP lowered its position in Edge Therapeutics Inc (NASDAQ:EDGE) by 11.4% in the 4th quarter, Holdings Channel reports. The fund owned 237,038 shares of the biotechnology company’s stock after selling 30,551 shares during the period. Two Sigma Investments LP’s holdings in Edge Therapeutics were worth $76,000 as of its most recent filing […]

Two Sigma Investments LP Takes $101,000 Position in Bovie Medical Co. (BVX)

Two Sigma Investments LP acquired a new position in shares of Bovie Medical Co. (NYSEAMERICAN:BVX) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 15,600 shares of the medical device company’s stock, valued at approximately $101,000. Several other institutional investors also […]

Two Sigma Investments LP Cuts Stake in Ensco Plc (ESV)

Two Sigma Investments LP lessened its holdings in Ensco Plc (NYSE:ESV) by 83.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 24,082 shares of the offshore drilling services provider’s stock after selling 120,537 shares during the period. Two Sigma Investments LP’s […]

Principal Financial Group Inc. Has $2.53 Million Stake in Pioneer Energy Services Corp (PES)

Principal Financial Group Inc. trimmed its stake in shares of Pioneer Energy Services Corp (NYSE:PES) by 5.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,056,202 shares of the oil and gas company’s stock after selling 124,415 shares during the quarter. […]

Unifi, Inc. (UFI) Shares Bought by Principal Financial Group Inc.

Principal Financial Group Inc. lifted its stake in Unifi, Inc. (NYSE:UFI) by 0.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 117,903 shares of the textile maker’s stock after acquiring an additional 941 shares during the period. Principal Financial […]