SEC Filing Articles

Fmr LLC Sells 661,078 Shares of Alphabet Inc (NASDAQ:GOOGL)

Fmr LLC decreased its stake in shares of Alphabet Inc (NASDAQ:GOOGL) by 4.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,293,916 shares of the information services provider’s stock after selling 661,078 shares during the period. Alphabet accounts for […]

Fmr LLC Purchases 2,123,713 Shares of Norfolk Southern Corp. (NYSE:NSC)

Fmr LLC lifted its position in shares of Norfolk Southern Corp. (NYSE:NSC) by 27.4% during the 1st quarter, HoldingsChannel reports. The fund owned 9,875,360 shares of the railroad operator’s stock after purchasing an additional 2,123,713 shares during the period. Fmr LLC’s holdings in Norfolk Southern were worth $1,845,606,000 at the end of the most recent […]

Fmr LLC Has $2.87 Billion Holdings in United Technologies Co. (NYSE:UTX)

Fmr LLC lowered its stake in United Technologies Co. (NYSE:UTX) by 8.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 22,301,087 shares of the conglomerate’s stock after selling 2,072,939 shares during the quarter. Fmr LLC’s holdings in United Technologies were worth $2,874,386,000 at the end of the most recent reporting period. Other hedge funds […]

WealthPLAN Partners LLC Has $926,000 Stake in Chevron Co. (NYSE:CVX)

WealthPLAN Partners LLC grew its holdings in shares of Chevron Co. (NYSE:CVX) by 3.4% in the 1st quarter, Holdings Channel reports. The firm owned 7,584 shares of the oil and gas company’s stock after purchasing an additional 250 shares during the quarter. WealthPLAN Partners LLC’s holdings in Chevron were worth $926,000 as of its most […]

WealthPLAN Partners LLC Has $7.12 Million Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

WealthPLAN Partners LLC boosted its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 5.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 245,400 shares of the company’s stock after purchasing an additional 13,613 shares during the quarter. SPDR Portfolio Developed World ex-US ETF comprises approximately 1.1% of WealthPLAN Partners LLC’s […]

WealthPLAN Partners LLC Acquires 1,979 Shares of 3M Co (NYSE:MMM)

WealthPLAN Partners LLC grew its holdings in 3M Co (NYSE:MMM) by 11.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 19,996 shares of the conglomerate’s stock after purchasing an additional 1,979 shares during the quarter. WealthPLAN Partners LLC’s holdings in 3M were worth $3,481,000 […]

1,386,307 Shares in iShares MSCI Europe Small-Cap ETF (NASDAQ:IEUS) Acquired by Horizon Investments LLC

Horizon Investments LLC purchased a new stake in iShares MSCI Europe Small-Cap ETF (NASDAQ:IEUS) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,386,307 shares of the company’s stock, valued at approximately $70,009,000. iShares MSCI Europe Small-Cap ETF makes up about […]

Horizon Investments LLC Buys 2,772 Shares of Honeywell International Inc. (NYSE:HON)

Horizon Investments LLC boosted its stake in shares of Honeywell International Inc. (NYSE:HON) by 14.1% during the first quarter, HoldingsChannel reports. The firm owned 22,374 shares of the conglomerate’s stock after purchasing an additional 2,772 shares during the quarter. Horizon Investments LLC’s holdings in Honeywell International were worth $3,556,000 as of its most recent SEC […]

Alphabet Inc (NASDAQ:GOOGL) Shares Bought by Horizon Investments LLC

Horizon Investments LLC increased its position in Alphabet Inc (NASDAQ:GOOGL) by 144.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,455 shares of the information services provider’s stock after purchasing an additional 1,452 shares during the quarter. Horizon Investments LLC’s holdings in Alphabet […]

Merit Financial Group LLC Buys 258 Shares of Mastercard Inc (NYSE:MA)

Merit Financial Group LLC increased its stake in shares of Mastercard Inc (NYSE:MA) by 9.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,851 shares of the credit services provider’s stock after buying an additional 258 shares during the quarter. Merit […]

Merit Financial Group LLC Purchases 1,481 Shares of Southwest Airlines Co (NYSE:LUV)

Merit Financial Group LLC boosted its position in Southwest Airlines Co (NYSE:LUV) by 24.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,458 shares of the airline’s stock after purchasing an additional 1,481 shares during the period. Merit Financial […]

Philip Morris International Inc. (NYSE:PM) Holdings Raised by Laurel Wealth Advisors Inc.

Laurel Wealth Advisors Inc. grew its position in Philip Morris International Inc. (NYSE:PM) by 7.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,297 shares of the company’s stock after buying an additional 1,419 shares during the quarter. Laurel Wealth Advisors […]

Royal Caribbean Cruises Ltd (NYSE:RCL) Holdings Raised by Laurel Wealth Advisors Inc.

Laurel Wealth Advisors Inc. grew its holdings in Royal Caribbean Cruises Ltd (NYSE:RCL) by 3.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,363 shares of the company’s stock after acquiring an additional 313 shares during the quarter. Laurel Wealth Advisors […]

Verizon Communications Inc. (NYSE:VZ) Position Cut by Laurel Wealth Advisors Inc.

Laurel Wealth Advisors Inc. lowered its position in shares of Verizon Communications Inc. (NYSE:VZ) by 2.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 91,157 shares of the cell phone carrier’s stock after selling 2,699 shares during the quarter. Verizon Communications accounts for about […]

Redwood Investment Management LLC Acquires 920 Shares of Tiffany & Co. (NYSE:TIF)

Redwood Investment Management LLC grew its holdings in Tiffany & Co. (NYSE:TIF) by 10.2% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,911 shares of the specialty retailer’s stock after buying an additional 920 shares during the quarter. Redwood Investment Management LLC’s […]

Corning Incorporated (NYSE:GLW) Shares Sold by J.P. Marvel Investment Advisors LLC

J.P. Marvel Investment Advisors LLC lessened its position in Corning Incorporated (NYSE:GLW) by 0.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 260,549 shares of the electronics maker’s stock after selling 1,140 shares during the quarter. Corning makes up about 2.8% of J.P. […]

Kraton Corp (NYSE:KRA) Holdings Cut by Lombard Odier Asset Management USA Corp

Lombard Odier Asset Management USA Corp trimmed its stake in shares of Kraton Corp (NYSE:KRA) by 84.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,000 shares of the specialty chemicals company’s stock after selling 337,388 shares during […]

177,663 Shares in Hewlett Packard Enterprise Co (NYSE:HPE) Purchased by Redwood Investment Management LLC

Redwood Investment Management LLC purchased a new position in shares of Hewlett Packard Enterprise Co (NYSE:HPE) during the first quarter, HoldingsChannel reports. The fund purchased 177,663 shares of the technology company’s stock, valued at approximately $2,741,000. Hewlett Packard Enterprise accounts for approximately 1.2% of Redwood Investment Management LLC’s portfolio, making the stock its 26th biggest […]

Lombard Odier Asset Management USA Corp Purchases Shares of 365,000 Extreme Networks, Inc (NASDAQ:EXTR)

Lombard Odier Asset Management USA Corp purchased a new position in shares of Extreme Networks, Inc (NASDAQ:EXTR) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 365,000 shares of the technology company’s stock, valued at approximately $2,734,000. Other large investors […]

Lombard Odier Asset Management USA Corp Buys Shares of 267,500 Capri Holdings Ltd (NYSE:CPRI)

Lombard Odier Asset Management USA Corp bought a new position in Capri Holdings Ltd (NYSE:CPRI) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 267,500 shares of the company’s stock, valued at approximately $12,238,000. Capri makes up about 0.9% of Lombard […]

Metropolitan Life Insurance Co NY Trims Holdings in Lockheed Martin Co. (NYSE:LMT)

Metropolitan Life Insurance Co NY cut its stake in Lockheed Martin Co. (NYSE:LMT) by 4.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,529 shares of the aerospace company’s stock after selling 1,917 shares during the period. Metropolitan Life Insurance […]

Zuora Inc (NYSE:ZUO) Shares Bought by Gilder Gagnon Howe & Co. LLC

Gilder Gagnon Howe & Co. LLC raised its holdings in shares of Zuora Inc (NYSE:ZUO) by 198.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,975,935 shares of the company’s stock after acquiring an additional 1,313,273 shares during […]

Metropolitan Life Insurance Co NY Purchases 26,789 Shares of Walt Disney Co (NYSE:DIS)

Metropolitan Life Insurance Co NY grew its stake in shares of Walt Disney Co (NYSE:DIS) by 9.9% in the first quarter, HoldingsChannel.com reports. The fund owned 296,877 shares of the entertainment giant’s stock after acquiring an additional 26,789 shares during the quarter. Walt Disney comprises about 0.6% of Metropolitan Life Insurance Co NY’s investment portfolio, […]

Gilder Gagnon Howe & Co. LLC Acquires Shares of 3,453,224 Veracyte Inc (NASDAQ:VCYT)

Gilder Gagnon Howe & Co. LLC acquired a new position in shares of Veracyte Inc (NASDAQ:VCYT) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 3,453,224 shares of the biotechnology company’s stock, valued at approximately $86,400,000. Gilder Gagnon Howe & Co. LLC owned 0.08% of Veracyte at the end of the most recent reporting period. […]

Chegg Inc (NYSE:CHGG) Shares Sold by Gilder Gagnon Howe & Co. LLC

Gilder Gagnon Howe & Co. LLC decreased its stake in Chegg Inc (NYSE:CHGG) by 9.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 4,924,952 shares of the technology company’s stock after selling 528,334 shares during the period. Chegg accounts for approximately 2.0% of Gilder Gagnon Howe & Co. LLC’s holdings, making the stock […]

MetLife Investment Advisors LLC Reduces Holdings in Costco Wholesale Co. (NASDAQ:COST)

MetLife Investment Advisors LLC reduced its position in Costco Wholesale Co. (NASDAQ:COST) by 0.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 125,210 shares of the retailer’s stock after selling 109 shares during the period. MetLife Investment Advisors LLC’s holdings […]

Weiss Asset Management LP Acquires New Position in MGE Energy, Inc. (NASDAQ:MGEE)

Weiss Asset Management LP acquired a new stake in shares of MGE Energy, Inc. (NASDAQ:MGEE) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,216 shares of the utilities provider’s stock, valued at approximately $219,000. Other large investors also recently made changes to their […]

Front Row Advisors LLC Raises Position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Front Row Advisors LLC boosted its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) by 26.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,239 shares of the company’s stock after acquiring an additional 259 shares during the quarter. Front Row Advisors LLC’s holdings in Vanguard Intermediate-Term Corporate Bond ETF were […]

Front Row Advisors LLC Grows Holdings in Church & Dwight Co., Inc. (NYSE:CHD)

Front Row Advisors LLC raised its stake in shares of Church & Dwight Co., Inc. (NYSE:CHD) by 2.0% in the 1st quarter, Holdings Channel reports. The firm owned 16,379 shares of the company’s stock after acquiring an additional 315 shares during the period. Front Row Advisors LLC’s holdings in Church & Dwight were worth $1,167,000 […]

Hahn Capital Management LLC Decreases Position in Pioneer Natural Resources (NYSE:PXD)

Hahn Capital Management LLC cut its stake in Pioneer Natural Resources (NYSE:PXD) by 0.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 133,918 shares of the oil and gas development company’s stock after selling 1,147 shares during the quarter. Pioneer Natural Resources […]

Wells Fargo & Co (NYSE:WFC) Shares Sold by MetLife Investment Advisors LLC

MetLife Investment Advisors LLC decreased its position in Wells Fargo & Co (NYSE:WFC) by 3.9% in the first quarter, Holdings Channel reports. The fund owned 1,163,956 shares of the financial services provider’s stock after selling 47,621 shares during the period. MetLife Investment Advisors LLC’s holdings in Wells Fargo & Co were worth $56,242,000 as of […]

Dixon Hubard Feinour & Brown Inc. VA Grows Holdings in Ingersoll-Rand PLC (NYSE:IR)

Dixon Hubard Feinour & Brown Inc. VA raised its stake in shares of Ingersoll-Rand PLC (NYSE:IR) by 73.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,690 shares of the industrial products company’s stock after purchasing an additional 2,415 shares during the period. […]

Dixon Hubard Feinour & Brown Inc. VA Boosts Stake in Merck & Co., Inc. (NYSE:MRK)

Dixon Hubard Feinour & Brown Inc. VA raised its stake in shares of Merck & Co., Inc. (NYSE:MRK) by 9.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 22,648 shares of the company’s stock after purchasing an additional 1,932 shares during the quarter. Dixon […]

Dixon Hubard Feinour & Brown Inc. VA Has $6.29 Million Holdings in Pfizer Inc. (NYSE:PFE)

Dixon Hubard Feinour & Brown Inc. VA raised its position in Pfizer Inc. (NYSE:PFE) by 3.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 148,108 shares of the biopharmaceutical company’s stock after purchasing an additional 4,907 shares during the quarter. Pfizer comprises approximately 1.9% […]

Weiss Asset Management LP Invests $3.79 Million in iShares PHLX Semiconductor ETF (NASDAQ:SOXX) Stock

Weiss Asset Management LP bought a new position in shares of iShares PHLX Semiconductor ETF (NASDAQ:SOXX) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund bought 20,000 shares of the exchange traded fund’s stock, valued at approximately $3,791,000. A number of other hedge funds and other […]

iShares Global Timber & Forestry ETF (NASDAQ:WOOD) Shares Bought by M Holdings Securities Inc.

M Holdings Securities Inc. increased its stake in iShares Global Timber & Forestry ETF (NASDAQ:WOOD) by 17.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,133 shares of the company’s stock after acquiring an additional 3,759 shares during the quarter. M Holdings […]

First Dallas Securities Inc. Purchases New Position in J M Smucker Co (NYSE:SJM)

First Dallas Securities Inc. acquired a new stake in J M Smucker Co (NYSE:SJM) in the first quarter, according to its most recent filing with the SEC. The fund acquired 3,065 shares of the company’s stock, valued at approximately $357,000. A number of other institutional investors have also added to or reduced their stakes in […]

First Dallas Securities Inc. Reduces Position in LegacyTexas Financial Group Inc (NASDAQ:LTXB)

First Dallas Securities Inc. lowered its position in LegacyTexas Financial Group Inc (NASDAQ:LTXB) by 7.3% in the 1st quarter, Holdings Channel reports. The firm owned 15,832 shares of the financial services provider’s stock after selling 1,243 shares during the period. First Dallas Securities Inc.’s holdings in LegacyTexas Financial Group were worth $592,000 as of its […]

First Dallas Securities Inc. Sells 3,748 Shares of US Concrete Inc (NASDAQ:USCR)

First Dallas Securities Inc. trimmed its holdings in US Concrete Inc (NASDAQ:USCR) by 5.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,526 shares of the construction company’s stock after selling 3,748 shares during the period. US Concrete accounts for approximately 1.8% of […]

Nordea Investment Management AB Has $182.72 Million Position in Wells Fargo & Co (NYSE:WFC)

Nordea Investment Management AB lowered its position in shares of Wells Fargo & Co (NYSE:WFC) by 1.9% in the first quarter, HoldingsChannel.com reports. The firm owned 3,781,520 shares of the financial services provider’s stock after selling 72,884 shares during the period. Nordea Investment Management AB’s holdings in Wells Fargo & Co were worth $182,722,000 at […]

Walt Disney Co (NYSE:DIS) Position Raised by Nordea Investment Management AB

Nordea Investment Management AB raised its holdings in Walt Disney Co (NYSE:DIS) by 0.5% in the first quarter, HoldingsChannel.com reports. The fund owned 4,359,740 shares of the entertainment giant’s stock after acquiring an additional 19,923 shares during the period. Walt Disney accounts for about 1.0% of Nordea Investment Management AB’s portfolio, making the stock its […]

Redmile Group LLC Invests $213,000 in Nevro Corp (NYSE:NVRO) Stock

Redmile Group LLC bought a new position in shares of Nevro Corp (NYSE:NVRO) during the first quarter, HoldingsChannel reports. The fund bought 3,400 shares of the medical equipment provider’s stock, valued at approximately $213,000. A number of other institutional investors have also recently bought and sold shares of the stock. Advisor Group Inc. grew its […]

Redmile Group LLC Sells 39,600 Shares of ICU Medical, Incorporated (NASDAQ:ICUI)

Redmile Group LLC trimmed its stake in ICU Medical, Incorporated (NASDAQ:ICUI) by 43.4% during the first quarter, Holdings Channel reports. The institutional investor owned 51,721 shares of the medical instruments supplier’s stock after selling 39,600 shares during the quarter. Redmile Group LLC’s holdings in ICU Medical were worth $12,378,000 as of its most recent filing […]

Redmile Group LLC Has $33.67 Million Holdings in Replimune Group Inc (NASDAQ:REPL)

Redmile Group LLC grew its holdings in shares of Replimune Group Inc (NASDAQ:REPL) by 1.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,212,456 shares of the company’s stock after buying an additional 23,499 shares during the quarter. Redmile Group LLC […]

EP Wealth Advisors LLC Boosts Stake in Boeing Co (NYSE:BA)

EP Wealth Advisors LLC lifted its holdings in Boeing Co (NYSE:BA) by 3.4% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 9,404 shares of the aircraft producer’s stock after purchasing an additional 312 shares during the period. EP Wealth Advisors LLC’s holdings in Boeing were worth $3,587,000 at the end of the most […]

Redmile Group LLC Grows Holdings in argenx SE – (NASDAQ:ARGX)

Redmile Group LLC grew its position in shares of argenx SE – (NASDAQ:ARGX) by 6.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,019,061 shares of the company’s stock after buying an additional 58,100 shares during the period. argenx comprises […]

Johnson & Johnson (NYSE:JNJ) Holdings Boosted by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 168,622 shares of the company’s stock after purchasing an additional 3,947 shares during the quarter. Johnson & Johnson accounts for approximately 2.3% of EP Wealth Advisors LLC’s investment portfolio, […]

OTA Financial Group L.P. Buys Shares of 44,809 SunTrust Banks, Inc. (NYSE:STI)

OTA Financial Group L.P. acquired a new stake in SunTrust Banks, Inc. (NYSE:STI) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 44,809 shares of the financial services provider’s stock, valued at approximately $2,654,000. SunTrust Banks accounts for about 1.9% of […]

General Mills, Inc. (NYSE:GIS) Position Lifted by Holderness Investments Co.

Holderness Investments Co. boosted its holdings in shares of General Mills, Inc. (NYSE:GIS) by 5.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,297 shares of the company’s stock after buying an additional 500 shares during the period. Holderness Investments Co.’s holdings […]

Hendley & Co. Inc. Has $842,000 Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Hendley & Co. Inc. lowered its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 3.4% in the first quarter, HoldingsChannel.com reports. The firm owned 12,954 shares of the biopharmaceutical company’s stock after selling 450 shares during the period. Hendley & Co. Inc.’s holdings in Gilead Sciences were worth $842,000 at the end of the most recent […]