SEC Filing Articles

Verity Asset Management Inc. Acquires Shares of 7,761 iShares US Preferred Stock ETF (NASDAQ:PFF)

Verity Asset Management Inc. acquired a new stake in iShares US Preferred Stock ETF (NASDAQ:PFF) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 7,761 shares of the company’s stock, valued at approximately $287,000. A number of other institutional investors and hedge […]

Verity Asset Management Inc. Acquires Shares of 17,837 People’s United Financial, Inc. (NASDAQ:PBCT)

Verity Asset Management Inc. acquired a new stake in People’s United Financial, Inc. (NASDAQ:PBCT) in the second quarter, HoldingsChannel reports. The institutional investor acquired 17,837 shares of the bank’s stock, valued at approximately $323,000. A number of other large investors have also recently bought and sold shares of the business. BlackRock Inc. raised its stake […]

Payden & Rygel Purchases 14,600 Shares of Merck & Co., Inc. (NYSE:MRK)

Payden & Rygel boosted its position in shares of Merck & Co., Inc. (NYSE:MRK) by 3.0% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 501,500 shares of the company’s stock after purchasing an additional 14,600 shares during the quarter. Merck & Co., Inc. makes up approximately 2.9% of Payden & Rygel’s investment […]

Payden & Rygel Raises Position in Delta Air Lines, Inc. (NYSE:DAL)

Payden & Rygel grew its position in Delta Air Lines, Inc. (NYSE:DAL) by 0.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 541,500 shares of the transportation company’s stock after buying an additional 800 shares during the period. Delta Air Lines makes up about 2.1% of Payden […]

Palouse Capital Management Inc. Invests $250,000 in Central Garden & Pet Co (NASDAQ:CENT)

Palouse Capital Management Inc. acquired a new position in Central Garden & Pet Co (NASDAQ:CENT) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 9,281 shares of the company’s stock, valued at approximately $250,000. Other large investors have also modified their […]

Mylan NV (NASDAQ:MYL) Shares Bought by Palouse Capital Management Inc.

Palouse Capital Management Inc. lifted its stake in shares of Mylan NV (NASDAQ:MYL) by 51.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 81,206 shares of the company’s stock after purchasing an additional 27,413 shares during the quarter. Palouse Capital […]

Western Wealth Management LLC Buys 1,630 Shares of Pimco Total Return ETF (NYSEARCA:BOND)

Western Wealth Management LLC grew its stake in Pimco Total Return ETF (NYSEARCA:BOND) by 16.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,726 shares of the exchange traded fund’s stock after purchasing an additional 1,630 shares during the quarter. Western […]

Signition LP Makes New Investment in SVMK Inc (NASDAQ:SVMK)

Signition LP acquired a new position in shares of SVMK Inc (NASDAQ:SVMK) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 10,493 shares of the company’s stock, valued at approximately $173,000. A number of other large investors have also recently bought and sold shares of SVMK. FMR LLC […]

46,700 Shares in NexGen Energy Ltd (NYSEAMERICAN:NXE) Acquired by Signition LP

Signition LP acquired a new position in NexGen Energy Ltd (NYSEAMERICAN:NXE) during the second quarter, HoldingsChannel.com reports. The fund acquired 46,700 shares of the company’s stock, valued at approximately $73,000. Several other institutional investors and hedge funds have also bought and sold shares of the stock. Dudley & Shanley Inc. boosted its holdings in shares […]

Murphy Pohlad Asset Management LLC Cuts Stake in Pfizer Inc. (NYSE:PFE)

Murphy Pohlad Asset Management LLC lowered its position in Pfizer Inc. (NYSE:PFE) by 2.0% 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 owned 44,657 shares of the biopharmaceutical company’s stock after selling 900 shares during the quarter. Murphy […]

3,338 Shares in Itron, Inc. (NASDAQ:ITRI) Acquired by Signition LP

Signition LP purchased a new position in shares of Itron, Inc. (NASDAQ:ITRI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 3,338 shares of the scientific and technical instruments company’s stock, valued at approximately $209,000. Several other hedge funds have also modified their […]

Signition LP Reduces Holdings in BRP Inc (NASDAQ:DOOO)

Signition LP decreased its holdings in shares of BRP Inc (NASDAQ:DOOO) by 40.0% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 6,300 shares of the company’s stock after selling 4,200 shares during the quarter. Signition LP’s holdings in BRP were worth $226,000 as of its most recent filing with the SEC. Several […]

Westhampton Capital LLC Purchases New Shares in Alphabet Inc (NASDAQ:GOOGL)

Westhampton Capital LLC purchased a new stake in Alphabet Inc (NASDAQ:GOOGL) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 573 shares of the information services provider’s stock, valued at approximately $620,000. Several other institutional investors have also added to or reduced their stakes in […]

Westhampton Capital LLC Purchases Shares of 1,935 T. Rowe Price Group Inc (NASDAQ:TROW)

Westhampton Capital LLC purchased a new stake in T. Rowe Price Group Inc (NASDAQ:TROW) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,935 shares of the asset manager’s stock, valued at approximately $212,000. Other hedge funds and other institutional investors […]

Signition LP Sells 1,616 Shares of Texas Roadhouse Inc (NASDAQ:TXRH)

Signition LP decreased its position in shares of Texas Roadhouse Inc (NASDAQ:TXRH) by 26.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,531 shares of the restaurant operator’s stock after selling 1,616 shares during the quarter. Signition LP’s holdings in Texas Roadhouse were worth $243,000 at […]

Westhampton Capital LLC Purchases New Position in BorgWarner Inc. (NYSE:BWA)

Westhampton Capital LLC purchased a new stake in BorgWarner Inc. (NYSE:BWA) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 6,400 shares of the auto parts company’s stock, valued at approximately $269,000. Several other hedge funds and other institutional investors have […]

Alliant Energy Co. (NYSE:LNT) Shares Acquired by Savant Capital LLC

Savant Capital LLC boosted its position in shares of Alliant Energy Co. (NYSE:LNT) by 2.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,364 shares of the utilities provider’s stock after purchasing an additional 230 shares during the period. […]

Savant Capital LLC Has $366,000 Stock Holdings in ConocoPhillips (NYSE:COP)

Savant Capital LLC cut its holdings in ConocoPhillips (NYSE:COP) by 9.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,008 shares of the energy producer’s stock after selling 660 shares during the quarter. Savant Capital LLC’s holdings in ConocoPhillips were worth $366,000 […]

Savant Capital LLC Grows Stake in Nike Inc (NYSE:NKE)

Savant Capital LLC lifted its position in Nike Inc (NYSE:NKE) by 4.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,959 shares of the footwear maker’s stock after buying an additional 266 shares during the period. Savant Capital LLC’s holdings […]

Savant Capital LLC Has $1.14 Million Position in Anthem Inc (NYSE:ANTM)

Savant Capital LLC lessened its position in Anthem Inc (NYSE:ANTM) by 5.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,043 shares of the company’s stock after selling 234 shares during the period. Savant Capital LLC’s holdings in Anthem […]

Savant Capital LLC Acquires 112 Shares of Adobe Inc (NASDAQ:ADBE)

Savant Capital LLC grew its holdings in Adobe Inc (NASDAQ:ADBE) by 3.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,490 shares of the software company’s stock after acquiring an additional 112 shares during the quarter. Savant Capital LLC’s holdings in Adobe were worth […]

Prime Capital Investment Advisors LLC Takes $300,000 Position in Invesco Senior Loan ETF (NYSEARCA:BKLN)

Prime Capital Investment Advisors LLC bought a new stake in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 13,218 shares of the exchange traded fund’s stock, valued at approximately $300,000. Several other hedge funds and […]

Prime Capital Investment Advisors LLC Decreases Stake in Colgate-Palmolive (NYSE:CL)

Prime Capital Investment Advisors LLC lowered its stake in Colgate-Palmolive (NYSE:CL) by 33.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,850 shares of the company’s stock after selling 1,450 shares during the period. Prime Capital Investment Advisors LLC’s […]

Marco Investment Management LLC Makes New Investment in PROS Holdings, Inc. (NYSE:PRO)

Marco Investment Management LLC bought a new position in shares of PROS Holdings, Inc. (NYSE:PRO) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,475 shares of the software maker’s stock, valued at approximately $220,000. A number of other institutional investors […]

Prime Capital Investment Advisors LLC Boosts Stake in SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

Prime Capital Investment Advisors LLC lifted its stake in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1,467.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 439 shares of the company’s stock after purchasing an additional 411 shares during the period. Prime Capital […]

Stone Ridge Asset Management LLC Grows Position in Alphabet Inc (NASDAQ:GOOGL)

Stone Ridge Asset Management LLC increased its holdings in shares of Alphabet Inc (NASDAQ:GOOGL) by 88.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,540 shares of the information services provider’s stock after acquiring an additional 9,180 shares during the quarter. Alphabet […]

Strategic Wealth Partners Ltd. Cuts Stock Position in Amgen, Inc. (NASDAQ:AMGN)

Strategic Wealth Partners Ltd. cut its stake in Amgen, Inc. (NASDAQ:AMGN) by 11.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,678 shares of the medical research company’s stock after selling 1,114 shares during the quarter. Strategic Wealth Partners […]

Stone Ridge Asset Management LLC Acquires New Position in Celgene Co. (NASDAQ:CELG)

Stone Ridge Asset Management LLC purchased a new position in shares of Celgene Co. (NASDAQ:CELG) in the 2nd quarter, Holdings Channel reports. The firm purchased 180,001 shares of the biopharmaceutical company’s stock, valued at approximately $16,639,000. Celgene accounts for about 1.0% of Stone Ridge Asset Management LLC’s investment portfolio, making the stock its 10th biggest […]

Strategic Wealth Partners Ltd. Purchases 3,926 Shares of JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ)

Strategic Wealth Partners Ltd. raised its position in shares of JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ) by 3.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 128,768 shares of the exchange traded fund’s stock after purchasing an additional 3,926 shares during […]

Seizert Capital Partners LLC Sells 2,519 Shares of Fabrinet (NYSE:FN)

Seizert Capital Partners LLC reduced its holdings in Fabrinet (NYSE:FN) by 4.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,432 shares of the technology company’s stock after selling 2,519 shares during the quarter. Seizert Capital Partners LLC owned 0.16% of Fabrinet […]

Strategic Wealth Partners Ltd. Reduces Stock Position in Sherwin-Williams Co (NYSE:SHW)

Strategic Wealth Partners Ltd. lowered its stake in Sherwin-Williams Co (NYSE:SHW) by 16.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,719 shares of the specialty chemicals company’s stock after selling 331 shares during the quarter. Strategic Wealth Partners Ltd.’s holdings in Sherwin-Williams were […]

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Strategic Wealth Partners Ltd.

Strategic Wealth Partners Ltd. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,387 shares of the company’s stock after selling 360 shares during the quarter. […]

Strategic Wealth Partners Ltd. Sells 3,104 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Strategic Wealth Partners Ltd. reduced its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 21.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,567 shares of the company’s stock after selling 3,104 shares during the period. Strategic Wealth Partners Ltd.’s […]

Mirador Capital Partners LP Has $1.18 Million Stock Position in Hillenbrand, Inc. (NYSE:HI)

Mirador Capital Partners LP raised its holdings in Hillenbrand, Inc. (NYSE:HI) by 4.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 29,843 shares of the company’s stock after acquiring an additional 1,246 shares during the period. Mirador Capital Partners LP’s holdings in Hillenbrand were worth $1,181,000 at the end of the most recent quarter. […]

AbbVie Inc (NYSE:ABBV) Shares Acquired by Mirador Capital Partners LP

Mirador Capital Partners LP lifted its stake in shares of AbbVie Inc (NYSE:ABBV) by 96.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,210 shares of the company’s stock after buying an additional 15,819 shares during the quarter. AbbVie makes up […]

Visa Inc (NYSE:V) Shares Sold by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC lessened its holdings in shares of Visa Inc (NYSE:V) by 0.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 26,351 shares of the credit-card processor’s stock after selling 62 shares during the quarter. Reynders McVeigh Capital Management LLC’s holdings in Visa were […]

Reynders McVeigh Capital Management LLC Decreases Stake in United Technologies Co. (NYSE:UTX)

Reynders McVeigh Capital Management LLC decreased its position in United Technologies Co. (NYSE:UTX) by 5.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,685 shares of the conglomerate’s stock after selling 1,585 shares during the period. Reynders McVeigh Capital Management LLC’s holdings in […]

Reynders McVeigh Capital Management LLC Lowers Stake in NVIDIA Co. (NASDAQ:NVDA)

Reynders McVeigh Capital Management LLC reduced its holdings in shares of NVIDIA Co. (NASDAQ:NVDA) by 1.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,910 shares of the computer hardware maker’s stock after selling 976 shares during the period. […]

Automatic Data Processing (NASDAQ:ADP) Shares Sold by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC lessened its holdings in Automatic Data Processing (NASDAQ:ADP) by 4.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 109,775 shares of the business services provider’s stock after selling 4,832 shares during the quarter. Automatic Data […]

BP plc (NYSE:BP) Shares Acquired by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC grew its holdings in BP plc (NYSE:BP) by 12.2% during the 2nd quarter, Holdings Channel reports. The firm owned 16,524 shares of the oil and gas exploration company’s stock after buying an additional 1,794 shares during the period. Prime Capital Investment Advisors LLC’s holdings in BP were worth $689,000 at […]

Prime Capital Investment Advisors LLC Purchases New Position in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)

Prime Capital Investment Advisors LLC purchased a new stake in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 16,576 shares of the company’s stock, valued at approximately $1,010,000. A number of other institutional investors […]

Prime Capital Investment Advisors LLC Has $463,000 Stock Position in Home Depot Inc (NYSE:HD)

Prime Capital Investment Advisors LLC reduced its stake in shares of Home Depot Inc (NYSE:HD) by 87.0% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,227 shares of the home improvement retailer’s stock after selling 14,886 shares during the period. Prime Capital Investment Advisors LLC’s holdings in Home Depot were worth $463,000 as […]

Twitter Inc (NYSE:TWTR) Shares Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC lessened its stake in Twitter Inc (NYSE:TWTR) by 14.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 38,530 shares of the social networking company’s stock after selling 6,370 shares during the period. Prime Capital Investment Advisors LLC’s holdings in Twitter were worth […]

Comerica Incorporated (NYSE:CMA) Shares Sold by Tower Bridge Advisors

Tower Bridge Advisors trimmed its holdings in shares of Comerica Incorporated (NYSE:CMA) by 6.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,485 shares of the financial services provider’s stock after selling 525 shares during the period. Tower Bridge Advisors’ holdings in Comerica were worth […]

Tower Bridge Advisors Sells 195 Shares of Canadian Imperial Bank of Commerce (NYSE:CM)

Tower Bridge Advisors lessened its stake in Canadian Imperial Bank of Commerce (NYSE:CM) (TSE:CM) by 4.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,807 shares of the bank’s stock after selling 195 shares during the quarter. Tower Bridge Advisors’ holdings […]

Ford Motor (NYSE:F) Shares Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC reduced its stake in shares of Ford Motor (NYSE:F) by 67.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,528 shares of the auto manufacturer’s stock after selling 352,161 shares during the quarter. Prime Capital Investment Advisors […]

33,492 Shares in Corteva (NASDAQ:CTVA) Acquired by Tower Bridge Advisors

Tower Bridge Advisors bought a new position in shares of Corteva (NASDAQ:CTVA) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 33,492 shares of the company’s stock, valued at approximately $990,000. Other hedge funds have also bought and sold shares of the company. Litman Gregory Asset […]

Mid Atlantic Financial Management Inc. ADV Sells 3,254 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Mid Atlantic Financial Management Inc. ADV lessened its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 12.6% in the second quarter, according to its most recent filing with the SEC. The firm owned 22,498 shares of the exchange traded fund’s stock after selling 3,254 shares during the quarter. Mid Atlantic Financial Management Inc. […]

NextEra Energy Inc (NYSE:NEE) Shares Bought by Mid Atlantic Financial Management Inc. ADV

Mid Atlantic Financial Management Inc. ADV increased its stake in NextEra Energy Inc (NYSE:NEE) by 6.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,402 shares of the utilities provider’s stock after purchasing an additional 478 shares during the quarter. Mid Atlantic […]

Mid Atlantic Financial Management Inc. ADV Has $1.41 Million Stake in The Coca-Cola Co (NYSE:KO)

Mid Atlantic Financial Management Inc. ADV decreased its holdings in shares of The Coca-Cola Co (NYSE:KO) by 3.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 27,719 shares of the company’s stock after selling 1,076 shares during the period. Mid Atlantic Financial Management Inc. ADV’s holdings in The Coca-Cola were worth $1,411,000 […]