SEC Filing Articles

Holderness Investments Co. Acquires 175 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Holderness Investments Co. increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 0.9% in the first quarter, HoldingsChannel.com reports. The firm owned 19,095 shares of the company’s stock after purchasing an additional 175 shares during the quarter. Vanguard Dividend Appreciation ETF makes up approximately 1.0% of Holderness Investments Co.’s investment portfolio, making the stock […]

Hendley & Co. Inc. Purchases 658 Shares of Visa Inc (NYSE:V)

Hendley & Co. Inc. raised its position in shares of Visa Inc (NYSE:V) by 0.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 80,170 shares of the credit-card processor’s stock after purchasing an additional 658 shares during the quarter. Visa accounts for […]

Lowe Brockenbrough & Co. Inc. Has $4.96 Million Position in Abbott Laboratories (NYSE:ABT)

Lowe Brockenbrough & Co. Inc. boosted its holdings in Abbott Laboratories (NYSE:ABT) by 2.5% in the 1st quarter, Holdings Channel reports. The firm owned 62,003 shares of the healthcare product maker’s stock after buying an additional 1,514 shares during the quarter. Lowe Brockenbrough & Co. Inc.’s holdings in Abbott Laboratories were worth $4,956,000 at the […]

GYL Financial Synergies LLC Invests $1.27 Million in Worthington Industries, Inc. (NYSE:WOR)

GYL Financial Synergies LLC acquired a new stake in shares of Worthington Industries, Inc. (NYSE:WOR) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 34,008 shares of the industrial products company’s stock, valued at approximately $1,269,000. A number of […]

Lowe Brockenbrough & Co. Inc. Has $9.81 Million Position in 3M Co (NYSE:MMM)

Lowe Brockenbrough & Co. Inc. lifted its position in 3M Co (NYSE:MMM) by 0.2% in the first quarter, HoldingsChannel.com reports. The firm owned 47,192 shares of the conglomerate’s stock after buying an additional 90 shares during the period. 3M makes up about 1.4% of Lowe Brockenbrough & Co. Inc.’s portfolio, making the stock its 19th […]

20,679 Shares in Raymond James (NYSE:RJF) Acquired by GYL Financial Synergies LLC

GYL Financial Synergies LLC purchased a new stake in Raymond James (NYSE:RJF) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 20,679 shares of the financial services provider’s stock, valued at approximately $1,663,000. A number of other institutional investors have also […]

IMS Capital Management Purchases 397 Shares of Paychex, Inc. (NASDAQ:PAYX)

IMS Capital Management increased its position in shares of Paychex, Inc. (NASDAQ:PAYX) by 3.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,152 shares of the business services provider’s stock after buying an additional 397 shares during the period. IMS Capital Management’s holdings in Paychex […]

IMS Capital Management Takes $290,000 Position in Walt Disney Co (NYSE:DIS)

IMS Capital Management bought a new stake in shares of Walt Disney Co (NYSE:DIS) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,609 shares of the entertainment giant’s stock, valued at approximately $290,000. Several other institutional investors and hedge funds […]

Trust Co. of Toledo NA OH Sells 2,578 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Trust Co. of Toledo NA OH decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 84,746 shares of the network equipment provider’s stock after selling 2,578 shares during the period. Cisco Systems comprises approximately […]

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) is GYL Financial Synergies LLC’s 3rd Largest Position

GYL Financial Synergies LLC raised its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 93,403 shares of the company’s stock after acquiring an additional 2,699 shares during the quarter. […]

Trust Co. of Toledo NA OH Has $1.28 Million Stake in Farmers & Merchants Bancorp, Inc. (OH) (NASDAQ:FMAO)

Trust Co. of Toledo NA OH reduced its holdings in shares of Farmers & Merchants Bancorp, Inc. (OH) (NASDAQ:FMAO) by 49.8% in the first quarter, Holdings Channel reports. The institutional investor owned 42,415 shares of the financial services provider’s stock after selling 42,154 shares during the period. Trust Co. of Toledo NA OH’s holdings in […]

Trust Co. of Toledo NA OH Sells 1,638 Shares of Fifth Third Bancorp (NASDAQ:FITB)

Trust Co. of Toledo NA OH lessened its holdings in shares of Fifth Third Bancorp (NASDAQ:FITB) by 2.7% in the first quarter, HoldingsChannel reports. The firm owned 59,088 shares of the financial services provider’s stock after selling 1,638 shares during the period. Trust Co. of Toledo NA OH’s holdings in Fifth Third Bancorp were worth […]

ZWJ Investment Counsel Inc. Acquires 4,460 Shares of Pfizer Inc. (NYSE:PFE)

ZWJ Investment Counsel Inc. boosted its position in Pfizer Inc. (NYSE:PFE) by 11.4% during the first quarter, Holdings Channel reports. The institutional investor owned 43,530 shares of the biopharmaceutical company’s stock after acquiring an additional 4,460 shares during the quarter. ZWJ Investment Counsel Inc.’s holdings in Pfizer were worth $1,849,000 as of its most recent […]

Ecolab Inc. (NYSE:ECL) Shares Bought by ZWJ Investment Counsel Inc.

ZWJ Investment Counsel Inc. lifted its position in Ecolab Inc. (NYSE:ECL) by 1.1% during the first quarter, Holdings Channel reports. The fund owned 76,178 shares of the basic materials company’s stock after acquiring an additional 844 shares during the period. ZWJ Investment Counsel Inc.’s holdings in Ecolab were worth $13,448,000 at the end of the […]

ZWJ Investment Counsel Inc. Acquires 9,761 Shares of JPMorgan Chase & Co. (NYSE:JPM)

ZWJ Investment Counsel Inc. lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% in the 1st quarter, HoldingsChannel reports. The fund owned 283,846 shares of the financial services provider’s stock after buying an additional 9,761 shares during the period. JPMorgan Chase & Co. makes up approximately 2.4% of ZWJ Investment Counsel Inc.’s investment […]

Elmwood Wealth Management Inc. Boosts Position in Global X YieldCo Index ETF (NASDAQ:YLCO)

Elmwood Wealth Management Inc. increased its stake in Global X YieldCo Index ETF (NASDAQ:YLCO) by 8.2% during the first quarter, HoldingsChannel.com reports. The firm owned 31,203 shares of the company’s stock after acquiring an additional 2,355 shares during the period. Elmwood Wealth Management Inc.’s holdings in Global X YieldCo Index ETF were worth $403,000 as […]

Hi Line Capital Management LLC Grows Position in Discovery Inc Series C (NASDAQ:DISCK)

Hi Line Capital Management LLC lifted its holdings in Discovery Inc Series C (NASDAQ:DISCK) by 1.4% during the 1st quarter, HoldingsChannel reports. The fund owned 268,279 shares of the company’s stock after acquiring an additional 3,766 shares during the quarter. Discovery Inc Series C accounts for approximately 3.3% of Hi Line Capital Management LLC’s holdings, […]

Elmwood Wealth Management Inc. Sells 610 Shares of UnitedHealth Group Inc (NYSE:UNH)

Elmwood Wealth Management Inc. decreased its holdings in shares of UnitedHealth Group Inc (NYSE:UNH) by 7.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,335 shares of the healthcare conglomerate’s stock after selling 610 shares during the period. UnitedHealth Group […]

Elmwood Wealth Management Inc. Has $945,000 Position in Procter & Gamble Co (NYSE:PG)

Elmwood Wealth Management Inc. trimmed its holdings in Procter & Gamble Co (NYSE:PG) by 2.2% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 9,084 shares of the company’s stock after selling 200 shares during the period. Elmwood Wealth Management Inc.’s holdings in Procter & Gamble were worth […]

Rehmann Capital Advisory Group Acquires Shares of 23,339 Vanguard Growth ETF (NYSEARCA:VUG)

Rehmann Capital Advisory Group acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) in the first quarter, HoldingsChannel.com reports. The firm acquired 23,339 shares of the company’s stock, valued at approximately $3,651,000. Several other institutional investors have also recently modified their holdings of VUG. JPMorgan Chase & Co. grew its position in shares […]

Rehmann Capital Advisory Group Lowers Position in Home Depot Inc (NYSE:HD)

Rehmann Capital Advisory Group lessened its stake in Home Depot Inc (NYSE:HD) by 5.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,642 shares of the home improvement retailer’s stock after selling 548 shares during the quarter. Rehmann Capital Advisory Group’s holdings in Home […]

Diversified Trust Co Sells 13,956 Shares of Mplx Lp (NYSE:MPLX)

Diversified Trust Co lowered its position in shares of Mplx Lp (NYSE:MPLX) by 22.4% in the first quarter, Holdings Channel reports. The fund owned 48,410 shares of the pipeline company’s stock after selling 13,956 shares during the period. Diversified Trust Co’s holdings in Mplx were worth $1,592,000 as of its most recent SEC filing. A […]

Diversified Trust Co Purchases 6,420 Shares of Baxter International Inc (NYSE:BAX)

Diversified Trust Co lifted its position in shares of Baxter International Inc (NYSE:BAX) by 17.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 42,508 shares of the medical instruments supplier’s stock after purchasing an additional 6,420 shares during the quarter. Diversified Trust Co’s holdings in Baxter International were worth $3,456,000 as of its […]

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Princeton Global Asset Management LLC

Princeton Global Asset Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 298.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,933 shares of the company’s stock after purchasing an additional 11,939 shares during the quarter. Princeton Global […]

Financial Insights Inc. Increases Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Financial Insights Inc. boosted its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 1.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 87,343 shares of the exchange traded fund’s stock after buying an additional 897 shares during the period. Vanguard Mortgage-Backed Securities ETF makes up approximately 4.7% of Financial Insights Inc.’s […]

First Pacific Advisors LP Takes Position in LGI Homes Inc (NASDAQ:LGIH)

First Pacific Advisors LP bought a new stake in shares of LGI Homes Inc (NASDAQ:LGIH) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 50,439 shares of the financial services provider’s stock, valued at approximately $3,038,000. A number of other hedge funds and other institutional […]

Redhawk Wealth Advisors Inc. Buys Shares of 2,685 Visa Inc (NYSE:V)

Redhawk Wealth Advisors Inc. bought a new stake in shares of Visa Inc (NYSE:V) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,685 shares of the credit-card processor’s stock, valued at approximately $419,000. A number of other […]

Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Holdings Raised by Princeton Global Asset Management LLC

Princeton Global Asset Management LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 16.7% in the first quarter, HoldingsChannel.com reports. The fund owned 8,605 shares of the company’s stock after buying an additional 1,229 shares during the quarter. Princeton Global Asset Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth […]

Redhawk Wealth Advisors Inc. Lowers Stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Redhawk Wealth Advisors Inc. cut its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 2.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 11,685 shares of the company’s stock after selling 280 shares during the period. Redhawk Wealth Advisors Inc.’s holdings in […]

Financial Insights Inc. Takes $200,000 Position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Financial Insights Inc. acquired a new stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 3,200 shares of the company’s stock, valued at approximately $200,000. Other large investors have also made changes […]

Princeton Global Asset Management LLC Raises Holdings in Suncor Energy Inc. (NYSE:SU)

Princeton Global Asset Management LLC grew its holdings in shares of Suncor Energy Inc. (NYSE:SU) (TSE:SU) by 6.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 67,179 shares of the oil and gas producer’s stock after purchasing an additional 4,277 shares during the period. Suncor […]

First Pacific Advisors LP Has $10.54 Million Holdings in Regis Co. (NYSE:RGS)

First Pacific Advisors LP cut its stake in shares of Regis Co. (NYSE:RGS) by 3.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 535,635 shares of the company’s stock after selling 19,343 shares during the quarter. First Pacific Advisors LP’s holdings in Regis were […]

Charter Communications Inc (NASDAQ:CHTR) Position Boosted by First Pacific Advisors LP

First Pacific Advisors LP increased its position in Charter Communications Inc (NASDAQ:CHTR) by 4.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,094,858 shares of the company’s stock after acquiring an additional 42,485 shares during the period. Charter Communications comprises approximately […]

Lumbard & Kellner LLC Sells 190 Shares of Walt Disney Co (NYSE:DIS)

Lumbard & Kellner LLC reduced its position in shares of Walt Disney Co (NYSE:DIS) by 0.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 42,055 shares of the entertainment giant’s stock after selling 190 shares during the period. Walt Disney accounts […]

Pecaut & CO. Takes Position in FS Bancorp Inc (NASDAQ:FSBW)

Pecaut & CO. purchased a new position in FS Bancorp Inc (NASDAQ:FSBW) in the 1st quarter, HoldingsChannel reports. The firm purchased 4,240 shares of the bank’s stock, valued at approximately $214,000. Other large investors have also bought and sold shares of the company. Bank of New York Mellon Corp grew its stake in shares of […]

Johnson & Johnson (NYSE:JNJ) Shares Bought by Ocean Capital Management LLC

Ocean Capital Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 4,836 shares of the company’s stock after buying an additional 185 shares during the period. Ocean Capital Management LLC’s holdings in Johnson […]

Spectrum Wealth Advisory Group LLC Buys New Holdings in AT&T Inc. (NYSE:T)

Spectrum Wealth Advisory Group LLC bought a new stake in AT&T Inc. (NYSE:T) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 17,985 shares of the technology company’s stock, valued at approximately $564,000. AT&T accounts for approximately 0.9% of Spectrum […]

Marshall Wace North America L.P. Invests $21.77 Million in Splunk Inc (NASDAQ:SPLK)

Marshall Wace North America L.P. acquired a new position in shares of Splunk Inc (NASDAQ:SPLK) in the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 174,684 shares of the software company’s stock, valued at approximately $21,766,000. Other large investors have also modified their holdings of the company. […]

International Value Advisers LLC Has $20.44 Million Holdings in Alphabet Inc (NASDAQ:GOOGL)

International Value Advisers LLC trimmed its stake in Alphabet Inc (NASDAQ:GOOGL) by 4.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 17,364 shares of the information services provider’s stock after selling 726 shares during the period. Alphabet comprises 0.8% of International Value Advisers LLC’s investment portfolio, […]

32,193 Shares in Invesco BuyBack Achievers ETF (NASDAQ:PKW) Acquired by Muhlenkamp & Co. Inc.

Muhlenkamp & Co. Inc. purchased a new stake in Invesco BuyBack Achievers ETF (NASDAQ:PKW) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 32,193 shares of the exchange traded fund’s stock, valued at approximately $1,920,000. Invesco BuyBack Achievers ETF makes up 0.9% […]

Marshall Wace LLP Buys 176,717 Shares of Artisan Partners Asset Management Inc (NYSE:APAM)

Marshall Wace LLP grew its stake in shares of Artisan Partners Asset Management Inc (NYSE:APAM) by 29.5% during the 1st quarter, HoldingsChannel reports. The fund owned 775,236 shares of the asset manager’s stock after buying an additional 176,717 shares during the period. Marshall Wace LLP’s holdings in Artisan Partners Asset Management were worth $19,512,000 as […]

Marshall Wace North America L.P. Takes $28.03 Million Position in Rio Tinto plc ADR (NYSE:RIO)

Marshall Wace North America L.P. bought a new position in shares of Rio Tinto plc ADR (NYSE:RIO) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 476,345 shares of the mining company’s stock, valued at approximately $28,033,000. A number of other […]

Ross Stores, Inc. (NASDAQ:ROST) Shares Sold by Marshall Wace North America L.P.

Marshall Wace North America L.P. trimmed its stake in Ross Stores, Inc. (NASDAQ:ROST) by 30.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 535,365 shares of the apparel retailer’s stock after selling 229,279 shares during the period. Marshall Wace North America L.P.’s holdings in Ross Stores […]

Marshall Wace LLP Has $22.33 Million Position in Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Marshall Wace LLP decreased its position in Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 60.6% in the 1st quarter, Holdings Channel reports. The firm owned 176,562 shares of the technology company’s stock after selling 271,096 shares during the period. Marshall Wace LLP’s holdings in Check Point Software Technologies were worth $22,333,000 at the end of […]

Full Sail Capital LLC Takes Position in Primerica, Inc. (NYSE:PRI)

Full Sail Capital LLC bought a new stake in Primerica, Inc. (NYSE:PRI) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 1,733 shares of the financial services provider’s stock, valued at approximately $212,000. Other institutional investors and hedge funds have also recently modified their holdings of the […]

Meridian Wealth Management LLC Purchases New Position in VanEck Vectors Intermediate Municipal ETF (NYSEARCA:ITM)

Meridian Wealth Management LLC purchased a new position in shares of VanEck Vectors Intermediate Municipal ETF (NYSEARCA:ITM) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 10,648 shares of the company’s stock, valued at approximately $231,000. A number of other large […]

Full Sail Capital LLC Cuts Position in Teledyne Technologies Incorporated (NYSE:TDY)

Full Sail Capital LLC lessened its holdings in Teledyne Technologies Incorporated (NYSE:TDY) by 5.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,550 shares of the scientific and technical instruments company’s stock after selling 91 shares during the quarter. Full […]

Meridian Wealth Management LLC Invests $338,000 in CarMax, Inc (NYSE:KMX)

Meridian Wealth Management LLC bought a new position in shares of CarMax, Inc (NYSE:KMX) in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor bought 4,846 shares of the company’s stock, valued at approximately $338,000. Several other hedge funds have also made changes to their positions in the company. […]

Thor Advisors LLC Acquires Shares of 59 Sherwin-Williams Co (NYSE:SHW)

Thor Advisors LLC acquired a new position in shares of Sherwin-Williams Co (NYSE:SHW) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 59 shares of the specialty chemicals company’s stock, valued at approximately $25,000. A number of other hedge funds […]

Thor Advisors LLC Invests $37,000 in Foot Locker, Inc. (NYSE:FL)

Thor Advisors LLC purchased a new stake in shares of Foot Locker, Inc. (NYSE:FL) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 608 shares of the athletic footwear retailer’s stock, valued at approximately $37,000. Other institutional investors and hedge funds […]