SEC Filing Articles

Novocure Ltd (NVCR) Shares Sold by Essex Investment Management Co. LLC

Essex Investment Management Co. LLC trimmed its holdings in shares of Novocure Ltd (NASDAQ:NVCR) by 14.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 144,668 shares of the medical equipment provider’s stock after selling 24,459 shares during the period. Novocure comprises 0.8% of Essex Investment Management Co. LLC’s holdings, making the stock […]

Aptiv PLC (APTV) Position Lowered by Essex Investment Management Co. LLC

Essex Investment Management Co. LLC lessened its holdings in shares of Aptiv PLC (NYSE:APTV) by 30.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 61,389 shares of the auto parts company’s stock after selling 27,168 shares during the quarter. Essex […]

Five Below Inc (FIVE) Shares Sold by Essex Investment Management Co. LLC

Essex Investment Management Co. LLC reduced its stake in Five Below Inc (NASDAQ:FIVE) by 5.7% in the 4th quarter, Holdings Channel reports. The firm owned 29,813 shares of the specialty retailer’s stock after selling 1,813 shares during the period. Essex Investment Management Co. LLC’s holdings in Five Below were worth $3,050,000 as of its most […]

Stevens Capital Management LP Takes Position in Viacom, Inc. (VIAB)

Stevens Capital Management LP purchased a new position in shares of Viacom, Inc. (NASDAQ:VIAB) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 141,167 shares of the company’s stock, valued at approximately $3,628,000. A number of other large investors have also recently made […]

46,028 Shares in Fortinet Inc (FTNT) Acquired by Stevens Capital Management LP

Stevens Capital Management LP bought a new stake in Fortinet Inc (NASDAQ:FTNT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 46,028 shares of the software maker’s stock, valued at approximately $3,242,000. A number of other large investors have also recently modified their holdings of […]

Swedbank Acquires 25,110 Shares of salesforce.com, inc. (CRM)

Swedbank boosted its holdings in shares of salesforce.com, inc. (NYSE:CRM) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,340,980 shares of the CRM provider’s stock after buying an additional 25,110 shares during the quarter. salesforce.com accounts for about 1.0% of Swedbank’s portfolio, […]

Todd Asset Management LLC Has $14.04 Million Stake in Verizon Communications Inc. (VZ)

Todd Asset Management LLC reduced its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 0.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 262,919 shares of the cell phone carrier’s stock after selling 1,373 shares during the quarter. Todd Asset Management LLC’s holdings in Verizon Communications were worth $14,037,000 as of its most […]

Teachers Advisors LLC Boosts Holdings in Columbia Financial Inc (CLBK)

Teachers Advisors LLC increased its position in Columbia Financial Inc (NASDAQ:CLBK) by 4.5% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 95,983 shares of the company’s stock after purchasing an additional 4,171 shares during the period. Teachers Advisors LLC’s holdings in Columbia Financial were worth $1,603,000 at the end of the most recent […]

Ruth’s Hospitality Group, Inc. (RUTH) Shares Sold by Teachers Advisors LLC

Teachers Advisors LLC reduced its position in Ruth’s Hospitality Group, Inc. (NASDAQ:RUTH) by 3.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,535 shares of the restaurant operator’s stock after selling 2,285 shares during the period. Teachers Advisors LLC owned about 0.19% […]

Essex Investment Management Co. LLC Purchases 78,288 Shares of Agnico Eagle Mines Ltd (AEM)

Essex Investment Management Co. LLC increased its position in shares of Agnico Eagle Mines Ltd (NYSE:AEM) (TSE:AEM) by 41.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 268,137 shares of the mining company’s stock after acquiring an additional 78,288 shares during […]

Kayne Anderson Rudnick Investment Management LLC Trims Position in Primerica, Inc. (PRI)

Kayne Anderson Rudnick Investment Management LLC reduced its stake in shares of Primerica, Inc. (NYSE:PRI) by 5.1% in the 4th quarter, HoldingsChannel reports. The fund owned 3,912,800 shares of the financial services provider’s stock after selling 211,306 shares during the period. Primerica makes up 2.6% of Kayne Anderson Rudnick Investment Management LLC’s investment portfolio, making […]

Nicolet Bankshares Inc. Has $269,000 Holdings in SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Nicolet Bankshares Inc. lessened its stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,926 shares of the company’s stock after selling 679 shares during the quarter. Nicolet Bankshares Inc.’s […]

Nicolet Bankshares Inc. Acquires 850 Shares of Vanguard Small-Cap ETF (VB)

Nicolet Bankshares Inc. increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 40.6% in the fourth quarter, HoldingsChannel reports. The firm owned 2,945 shares of the company’s stock after purchasing an additional 850 shares during the period. Nicolet Bankshares Inc.’s holdings in Vanguard Small-Cap ETF were worth $389,000 as of its most recent SEC filing. […]

NorthCoast Asset Management LLC Buys Shares of 40,832 SP Plus Corp (SP)

NorthCoast Asset Management LLC bought a new stake in SP Plus Corp (NASDAQ:SP) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 40,832 shares of the business services provider’s stock, valued at approximately $1,206,000. NorthCoast Asset Management LLC owned about 0.18% of SP Plus at the end of […]

Intercontinental Exchange Inc (ICE) Position Cut by Nicolet Bankshares Inc.

Nicolet Bankshares Inc. lessened its holdings in shares of Intercontinental Exchange Inc (NYSE:ICE) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,552 shares of the financial services provider’s stock after selling 397 shares during the quarter. Nicolet Bankshares Inc.’s holdings in Intercontinental […]

Redmond Asset Management LLC Lowers Position in SYSCO Co. (SYY)

Redmond Asset Management LLC reduced its position in SYSCO Co. (NYSE:SYY) by 30.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 4,314 shares of the company’s stock after selling 1,854 shares during the quarter. Redmond Asset Management LLC’s holdings in SYSCO were worth $270,000 as of its most recent filing with the SEC. A […]

Mettler-Toledo International Inc. (MTD) Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC trimmed its stake in Mettler-Toledo International Inc. (NYSE:MTD) by 66.8% in the 4th quarter, HoldingsChannel reports. The firm owned 2,872 shares of the medical instruments supplier’s stock after selling 5,788 shares during the period. SG Americas Securities LLC’s holdings in Mettler-Toledo International were worth $1,624,000 as of its most recent filing […]

Enterprise Products Partners L.P. (EPD) Shares Bought by Frontier Investment Mgmt Co.

Frontier Investment Mgmt Co. grew its holdings in Enterprise Products Partners L.P. (NYSE:EPD) by 1.0% during the 4th quarter, HoldingsChannel reports. The fund owned 58,206 shares of the oil and gas producer’s stock after acquiring an additional 580 shares during the period. Frontier Investment Mgmt Co.’s holdings in Enterprise Products Partners were worth $1,431,000 at […]

Altice USA Inc (ATUS) Position Lowered by Frontier Investment Mgmt Co.

Frontier Investment Mgmt Co. reduced its stake in Altice USA Inc (NYSE:ATUS) by 19.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 181,494 shares of the company’s stock after selling 42,518 shares during the quarter. Frontier Investment Mgmt Co.’s holdings […]

Golub Capital BDC Inc (GBDC) Stake Boosted by Frontier Investment Mgmt Co.

Frontier Investment Mgmt Co. grew its position in Golub Capital BDC Inc (NASDAQ:GBDC) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,079,696 shares of the investment management company’s stock after purchasing an additional 30,190 shares during the quarter. Golub […]

Kayne Anderson Rudnick Investment Management LLC Buys 24,143 Shares of Cooper Companies Inc (COO)

Kayne Anderson Rudnick Investment Management LLC increased its stake in Cooper Companies Inc (NYSE:COO) by 7.9% in the fourth quarter, Holdings Channel reports. The fund owned 328,392 shares of the medical device company’s stock after purchasing an additional 24,143 shares during the period. Kayne Anderson Rudnick Investment Management LLC’s holdings in Cooper Companies were worth […]

Frontier Investment Mgmt Co. Has $7.51 Million Position in Centurylink Inc (CTL)

Frontier Investment Mgmt Co. boosted its stake in shares of Centurylink Inc (NYSE:CTL) by 6.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 495,505 shares of the technology company’s stock after buying an additional 30,272 shares during the period. […]

NorthCoast Asset Management LLC Purchases Shares of 13,180 Travelers Companies Inc (TRV)

NorthCoast Asset Management LLC purchased a new stake in Travelers Companies Inc (NYSE:TRV) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 13,180 shares of the insurance provider’s stock, valued at approximately $1,578,000. Other institutional investors and hedge funds have also modified their […]

NorthCoast Asset Management LLC Sells 1,283 Shares of Ingredion Inc (INGR)

NorthCoast Asset Management LLC decreased its holdings in Ingredion Inc (NYSE:INGR) by 8.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 14,490 shares of the company’s stock after selling 1,283 shares during the period. NorthCoast Asset Management LLC’s holdings in Ingredion were worth $1,324,000 at the end of the most recent reporting period. […]

NorthCoast Asset Management LLC Has $2.78 Million Position in NESTLE S A/S (NSRGY)

NorthCoast Asset Management LLC reduced its holdings in shares of NESTLE S A/S (OTCMKTS:NSRGY) by 3.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,279 shares of the company’s stock after selling 1,360 shares during the quarter. NorthCoast Asset Management LLC’s holdings […]

Private Management Group Inc. Has $3.31 Million Position in Aspen Insurance Holdings Limited (AHL)

Private Management Group Inc. decreased its position in shares of Aspen Insurance Holdings Limited (NYSE:AHL) by 69.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 78,823 shares of the insurance provider’s stock after selling 181,945 shares during the period. Private Management Group Inc.’s holdings in Aspen Insurance were worth $3,310,000 at the end […]

BlackRock Ltd. Duration Income Trust (BLW) Holdings Lifted by Private Management Group Inc.

Private Management Group Inc. boosted its holdings in shares of BlackRock Ltd. Duration Income Trust (NYSE:BLW) by 28.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 595,798 shares of the investment management company’s stock after acquiring an additional 131,722 shares […]

Private Management Group Inc. Sells 711,760 Shares of America Movil SAB de CV ADR Series L (AMX)

Private Management Group Inc. reduced its stake in America Movil SAB de CV ADR Series L (NYSE:AMX) by 46.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 810,105 shares of the Wireless communications provider’s stock after selling 711,760 shares during the quarter. Private Management Group Inc.’s holdings in America Movil SAB de CV […]

Element Pointe Advisors LLC Purchases Shares of 1,012 Netflix, Inc. (NFLX)

Element Pointe Advisors LLC purchased a new position in Netflix, Inc. (NASDAQ:NFLX) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,012 shares of the Internet television network’s stock, valued at approximately $271,000. Other large investors also recently made changes to their […]

Spire Inc (SR) Holdings Trimmed by Garrison Financial Corp

Garrison Financial Corp lessened its holdings in shares of Spire Inc (NYSE:SR) by 32.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,902 shares of the utilities provider’s stock after selling 1,860 shares during the quarter. Garrison Financial Corp’s holdings […]

Enlightenment Research LLC Invests $167,000 in Tractor Supply (TSCO) Stock

Enlightenment Research LLC purchased a new position in shares of Tractor Supply (NASDAQ:TSCO) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,000 shares of the specialty retailer’s stock, valued at approximately $167,000. A number of other institutional investors and hedge funds […]

Enlightenment Research LLC Buys New Stake in BCE Inc. (BCE)

Enlightenment Research LLC bought a new position in BCE Inc. (NYSE:BCE) (TSE:BCE) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,500 shares of the utilities provider’s stock, valued at approximately $178,000. Several other hedge funds and other institutional investors […]

Enlightenment Research LLC Invests $144,000 in Royal Bank of Canada (RY) Stock

Enlightenment Research LLC bought a new stake in Royal Bank of Canada (NYSE:RY) (TSE:RY) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,100 shares of the financial services provider’s stock, valued at approximately $144,000. Other institutional investors and hedge funds also recently added […]

Enlightenment Research LLC Purchases New Stake in Estee Lauder Companies Inc (EL)

Enlightenment Research LLC purchased a new stake in shares of Estee Lauder Companies Inc (NYSE:EL) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 1,000 shares of the company’s stock, valued at approximately $130,000. Several other hedge funds have also recently modified their holdings of […]

Quad Cities Investment Group LLC Invests $67,000 in iShares International Select Dividend ETF (IDV)

Quad Cities Investment Group LLC purchased a new position in iShares International Select Dividend ETF (BATS:IDV) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 2,310 shares of the company’s stock, valued at approximately $67,000. Other large investors have also added to […]

Invesco Raymond James SB-1 Equity ETF (RYJ) Holdings Boosted by Quad Cities Investment Group LLC

Quad Cities Investment Group LLC boosted its holdings in Invesco Raymond James SB-1 Equity ETF (NYSEARCA:RYJ) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,216 shares of the company’s stock after buying an additional 300 shares during the quarter. Quad Cities […]

Homrich & Berg Buys Shares of 3,539 Paychex, Inc. (PAYX)

Homrich & Berg bought a new position in shares of Paychex, Inc. (NASDAQ:PAYX) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,539 shares of the business services provider’s stock, valued at approximately $231,000. Other hedge funds have also modified their holdings […]

Quad Cities Investment Group LLC Buys 5,033 Shares of Calamos Dynamic Convertible & Incm Fd (CCD)

Quad Cities Investment Group LLC grew its stake in shares of Calamos Dynamic Convertible & Incm Fd (NASDAQ:CCD) by 275.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,858 shares of the company’s stock after purchasing an additional 5,033 […]

Formidable Asset Management LLC Sells 6,180 Shares of General Mills, Inc. (GIS)

Formidable Asset Management LLC decreased its stake in shares of General Mills, Inc. (NYSE:GIS) by 11.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 45,634 shares of the company’s stock after selling 6,180 shares during the period. General Mills accounts for 0.9% of Formidable […]

Enlightenment Research LLC Invests $197,000 in Sherwin-Williams Co (SHW)

Enlightenment Research LLC purchased a new stake in Sherwin-Williams Co (NYSE:SHW) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 500 shares of the specialty chemicals company’s stock, valued at approximately $197,000. Other institutional investors have also bought and sold shares of the […]

Kovack Advisors Inc. Sells 12,330 Shares of Vanguard Total International Stock ETF (VXUS)

Kovack Advisors Inc. lessened its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS) by 68.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,645 shares of the company’s stock after selling 12,330 shares during the quarter. Kovack Advisors Inc.’s holdings in […]

Danaher Co. (DHR) Stake Decreased by Prio Wealth Limited Partnership

Prio Wealth Limited Partnership cut its position in shares of Danaher Co. (NYSE:DHR) by 1.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 62,997 shares of the conglomerate’s stock after selling 1,100 shares during the quarter. Prio Wealth Limited Partnership’s holdings in Danaher were worth $6,496,000 at the end of the most recent […]

Invesco QQQ Trust (QQQ) Stake Decreased by Homrich & Berg

Homrich & Berg lessened its position in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 64.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,970 shares of the exchange traded fund’s stock after selling 12,751 shares during the period. Homrich & […]

Homrich & Berg Sells 76 Shares of iShares U.S. Aerospace & Defense ETF (ITA)

Homrich & Berg trimmed its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 3.4% in the 4th quarter, HoldingsChannel reports. The fund owned 2,143 shares of the company’s stock after selling 76 shares during the quarter. Homrich & Berg’s holdings in iShares U.S. Aerospace & Defense ETF were worth $370,000 as […]

Homrich & Berg Has $262,000 Position in PNC Financial Services Group Inc (PNC)

Homrich & Berg lowered its position in shares of PNC Financial Services Group Inc (NYSE:PNC) by 3.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,243 shares of the financial services provider’s stock after selling 82 shares during the quarter. Homrich & Berg’s holdings […]

Kovack Advisors Inc. Has $288,000 Stake in AFLAC Incorporated (AFL)

Kovack Advisors Inc. lifted its holdings in shares of AFLAC Incorporated (NYSE:AFL) by 15.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,330 shares of the financial services provider’s stock after buying an additional 851 shares during the period. Kovack […]

Kovack Advisors Inc. Has $326,000 Position in Okta Inc (OKTA)

Kovack Advisors Inc. lifted its holdings in Okta Inc (NASDAQ:OKTA) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,107 shares of the company’s stock after purchasing an additional 126 shares during the period. Kovack Advisors Inc.’s holdings in […]

Oregon Public Employees Retirement Fund Buys 4,006,214 Shares of International Paper Co (IP)

Oregon Public Employees Retirement Fund raised its stake in International Paper Co (NYSE:IP) by 4,091.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,104,128 shares of the basic materials company’s stock after purchasing an additional 4,006,214 shares during the quarter. Oregon Public Employees Retirement Fund owned 1.01% […]

Westrock Co (WRK) Shares Bought by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund raised its position in shares of Westrock Co (NYSE:WRK) by 4,262.6% in the fourth quarter, Holdings Channel reports. The fund owned 3,767,164 shares of the basic materials company’s stock after acquiring an additional 3,680,813 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Westrock were worth $100,000 at […]

salesforce.com, inc. (CRM) Shares Bought by Kovack Advisors Inc.

Kovack Advisors Inc. increased its stake in salesforce.com, inc. (NYSE:CRM) by 7.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,745 shares of the CRM provider’s stock after acquiring an additional 761 shares during the quarter. Kovack Advisors Inc.’s holdings in salesforce.com […]