Home » SEC Filing Articles

IBM Retirement Fund Decreases Holdings in Walgreens Boots Alliance Inc (WBA)

IBM Retirement Fund Decreases Holdings in Walgreens Boots Alliance Inc (WBA)

IBM Retirement Fund lowered its stake in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 12.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 16,016 shares of the pharmacy operator’s... 
IBM Retirement Fund Sells 999 Shares of Goldman Sachs Group Inc (GS)

IBM Retirement Fund Sells 999 Shares of Goldman Sachs Group Inc (GS)

IBM Retirement Fund lessened its stake in Goldman Sachs Group Inc (NYSE:GS) by 13.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,543 shares of the investment management... 
Fusion Family Wealth LLC Has $17.73 Million Stake in Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Fusion Family Wealth LLC Has $17.73 Million Stake in Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Fusion Family Wealth LLC grew its holdings in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) by 17.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... 
Unigestion Holding SA Lowers Position in Comcast Co. (CMCSA)

Unigestion Holding SA Lowers Position in Comcast Co. (CMCSA)

Unigestion Holding SA trimmed its holdings in Comcast Co. (NASDAQ:CMCSA) by 5.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 585,200 shares... 
Fusion Family Wealth LLC Lowers Stake in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)

Fusion Family Wealth LLC Lowers Stake in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)

Fusion Family Wealth LLC trimmed its position in shares of Invesco BulletShares 2019 Corporate Bond ETF (NYSEARCA:BSCJ) by 55.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange... 
O Shaughnessy Asset Management LLC Buys 4,937 Shares of National Presto Industries Inc. (NPK)

O Shaughnessy Asset Management LLC Buys 4,937 Shares of National Presto Industries Inc. (NPK)

O Shaughnessy Asset Management LLC increased its stake in National Presto Industries Inc. (NYSE:NPK) by 133.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... 
Skechers USA Inc (SKX) Position Increased by Stone Ridge Asset Management LLC

Skechers USA Inc (SKX) Position Increased by Stone Ridge Asset Management LLC

Stone Ridge Asset Management LLC increased its holdings in shares of Skechers USA Inc (NYSE:SKX) by 13.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... 
KCM Investment Advisors LLC Raises Stake in Ecolab Inc. (ECL)

KCM Investment Advisors LLC Raises Stake in Ecolab Inc. (ECL)

KCM Investment Advisors LLC lifted its position in shares of Ecolab Inc. (NYSE:ECL) by 1.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 102,974 shares... 
Sanderson Farms, Inc. (SAFM) Stake Decreased by O Shaughnessy Asset Management LLC

Sanderson Farms, Inc. (SAFM) Stake Decreased by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC lessened its holdings in shares of Sanderson Farms, Inc. (NASDAQ:SAFM) by 45.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... 
ArcelorMittal SA (MT) Holdings Boosted by O Shaughnessy Asset Management LLC

ArcelorMittal SA (MT) Holdings Boosted by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC grew its stake in shares of ArcelorMittal SA (NYSE:MT) by 595.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... 
Skandinaviska Enskilda Banken AB publ Increases Stake in Equity Residential (EQR)

Skandinaviska Enskilda Banken AB publ Increases Stake in Equity Residential (EQR)

Skandinaviska Enskilda Banken AB publ grew its position in shares of Equity Residential (NYSE:EQR) by 13.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... 
Skandinaviska Enskilda Banken AB publ Sells 1,462 Shares of Tesla Inc (TSLA)

Skandinaviska Enskilda Banken AB publ Sells 1,462 Shares of Tesla Inc (TSLA)

Skandinaviska Enskilda Banken AB publ reduced its holdings in Tesla Inc (NASDAQ:TSLA) by 6.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,176 shares... 
Regal Investment Advisors LLC Reduces Stake in Huntington Bancshares Incorporated (HBAN)

Regal Investment Advisors LLC Reduces Stake in Huntington Bancshares Incorporated (HBAN)

Regal Investment Advisors LLC decreased its holdings in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN) by 46.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... 
Fidelity National Information Servcs Inc (FIS) Position Cut by Skandinaviska Enskilda Banken AB publ

Fidelity National Information Servcs Inc (FIS) Position Cut by Skandinaviska Enskilda Banken AB publ

Skandinaviska Enskilda Banken AB publ cut its position in shares of Fidelity National Information Servcs Inc (NYSE:FIS) by 4.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 56,999 shares of... 
Eaton Co. PLC (ETN) Holdings Reduced by Obermeyer Wood Investment Counsel Lllp

Eaton Co. PLC (ETN) Holdings Reduced by Obermeyer Wood Investment Counsel Lllp

Obermeyer Wood Investment Counsel Lllp lowered its holdings in Eaton Co. PLC (NYSE:ETN) by 1.6% during the third quarter, HoldingsChannel reports. The firm owned 353,340 shares of the industrial products company’s stock after... 
Ruggie Capital Group Has $1.14 Million Position in SPDR Portfolio Short Term Treasury ETF (SPTS)

Ruggie Capital Group Has $1.14 Million Position in SPDR Portfolio Short Term Treasury ETF (SPTS)

Ruggie Capital Group increased its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS) by 42.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The... 
Obermeyer Wood Investment Counsel Lllp Sells 55,725 Shares of Robert Half International Inc. (RHI)

Obermeyer Wood Investment Counsel Lllp Sells 55,725 Shares of Robert Half International Inc. (RHI)

Obermeyer Wood Investment Counsel Lllp lessened its stake in shares of Robert Half International Inc. (NYSE:RHI) by 8.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... 
Kinder Morgan Inc (KMI) Position Reduced by Samson Capital Management LLC

Kinder Morgan Inc (KMI) Position Reduced by Samson Capital Management LLC

Samson Capital Management LLC cut its stake in shares of Kinder Morgan Inc (NYSE:KMI) by 3.8% in the 3rd quarter, Holdings Channel reports. The firm owned 426,746 shares of the pipeline company’s stock after selling 16,751 shares... 
Oakview Capital Management L.P. Acquires 20,363 Shares of American International Group Inc (AIG)

Oakview Capital Management L.P. Acquires 20,363 Shares of American International Group Inc (AIG)

Oakview Capital Management L.P. raised its holdings in shares of American International Group Inc (NYSE:AIG) by 4.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
RKL Wealth Management LLC Lowers Position in Henry Schein, Inc. (HSIC)

RKL Wealth Management LLC Lowers Position in Henry Schein, Inc. (HSIC)

RKL Wealth Management LLC lessened its stake in Henry Schein, Inc. (NASDAQ:HSIC) by 4.3% during the third quarter, HoldingsChannel.com reports. The firm owned 27,061 shares of the company’s stock after selling 1,214 shares during... 
3,244 Shares in iShares MSCI KLD 400 Social ETF (DSI) Acquired by New England Professional Planning Group Inc.

3,244 Shares in iShares MSCI KLD 400 Social ETF (DSI) Acquired by New England Professional Planning Group Inc.

New England Professional Planning Group Inc. purchased a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the third quarter, according to its most recent filing with the SEC. The fund purchased 3,244 shares of the... 
Colgate-Palmolive (CL) Shares Sold by RKL Wealth Management LLC

Colgate-Palmolive (CL) Shares Sold by RKL Wealth Management LLC

RKL Wealth Management LLC lessened its holdings in Colgate-Palmolive (NYSE:CL) by 12.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,026 shares... 
Oracle Co. (ORCL) Shares Sold by Skandinaviska Enskilda Banken AB publ

Oracle Co. (ORCL) Shares Sold by Skandinaviska Enskilda Banken AB publ

Skandinaviska Enskilda Banken AB publ lowered its holdings in Oracle Co. (NYSE:ORCL) by 41.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 525,305 shares... 
Regal Investment Advisors LLC Takes $221,000 Position in Fiat Chrysler Automobiles NV (FCAU)

Regal Investment Advisors LLC Takes $221,000 Position in Fiat Chrysler Automobiles NV (FCAU)

Regal Investment Advisors LLC bought a new position in Fiat Chrysler Automobiles NV (NYSE:FCAU) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 12,626 shares of the company’s... 
Mack Cali Realty Corp (CLI) Shares Sold by Forward Management LLC

Mack Cali Realty Corp (CLI) Shares Sold by Forward Management LLC

Forward Management LLC decreased its stake in shares of Mack Cali Realty Corp (NYSE:CLI) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
Pioneer Natural Resources (PXD) Position Raised by Harbour Capital Advisors LLC

Pioneer Natural Resources (PXD) Position Raised by Harbour Capital Advisors LLC

Harbour Capital Advisors LLC lifted its stake in shares of Pioneer Natural Resources (NYSE:PXD) by 115.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Harbour Capital Advisors LLC Decreases Stake in Monster Beverage Corp (MNST)

Harbour Capital Advisors LLC Decreases Stake in Monster Beverage Corp (MNST)

Harbour Capital Advisors LLC reduced its holdings in Monster Beverage Corp (NASDAQ:MNST) by 25.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 15,525 shares of the company’s stock after... 
Harbour Capital Advisors LLC Boosts Position in Booking Holdings Inc. (BKNG)

Harbour Capital Advisors LLC Boosts Position in Booking Holdings Inc. (BKNG)

Harbour Capital Advisors LLC increased its position in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 8.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... 
TELUS Co. (TU) Position Decreased by Granite Investment Advisors LLC

TELUS Co. (TU) Position Decreased by Granite Investment Advisors LLC

Granite Investment Advisors LLC decreased its stake in TELUS Co. (NYSE:TU) (TSE:T) by 13.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 88,198 shares of the... 
Harbour Capital Advisors LLC Boosts Stake in iShares Russell 1000 ETF (IWB)

Harbour Capital Advisors LLC Boosts Stake in iShares Russell 1000 ETF (IWB)

Harbour Capital Advisors LLC lifted its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 2,122.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... 
Granite Investment Advisors LLC Sells 1,695 Shares of Bank of New York Mellon Corp (BK)

Granite Investment Advisors LLC Sells 1,695 Shares of Bank of New York Mellon Corp (BK)

Granite Investment Advisors LLC cut its holdings in Bank of New York Mellon Corp (NYSE:BK) by 1.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 112,080... 
Granite Investment Advisors LLC Purchases 8,886 Shares of FedEx Co. (FDX)

Granite Investment Advisors LLC Purchases 8,886 Shares of FedEx Co. (FDX)

Granite Investment Advisors LLC lifted its position in shares of FedEx Co. (NYSE:FDX) by 30.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
Lee Financial Co Invests $130,000 in Texas Pacific Land Trust (TPL)

Lee Financial Co Invests $130,000 in Texas Pacific Land Trust (TPL)

Lee Financial Co bought a new stake in Texas Pacific Land Trust (NYSE:TPL) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... 
Cheetah Mobile Inc (CMCM) Shares Sold by Penserra Capital Management LLC

Cheetah Mobile Inc (CMCM) Shares Sold by Penserra Capital Management LLC

Penserra Capital Management LLC lessened its stake in Cheetah Mobile Inc (NYSE:CMCM) by 10.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
Penserra Capital Management LLC Has $836,000 Stake in Despegar.com Corp (DESP)

Penserra Capital Management LLC Has $836,000 Stake in Despegar.com Corp (DESP)

Penserra Capital Management LLC lessened its position in shares of Despegar.com Corp (NYSE:DESP) by 10.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 49,563 shares of... 
Pendal Group Ltd Buys Shares of 1,913 Wix.Com Ltd (WIX)

Pendal Group Ltd Buys Shares of 1,913 Wix.Com Ltd (WIX)

Pendal Group Ltd bought a new position in shares of Wix.Com Ltd (NASDAQ:WIX) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,913... 
Penserra Capital Management LLC Purchases New Position in BioTelemetry Inc (BEAT)

Penserra Capital Management LLC Purchases New Position in BioTelemetry Inc (BEAT)

Penserra Capital Management LLC purchased a new stake in BioTelemetry Inc (NASDAQ:BEAT) in the 3rd quarter, Holdings Channel reports. The firm purchased 10,108 shares of the medical research company’s stock, valued at approximately... 
The Coca-Cola Co (KO) Holdings Lifted by ProVise Management Group LLC

The Coca-Cola Co (KO) Holdings Lifted by ProVise Management Group LLC

ProVise Management Group LLC grew its stake in shares of The Coca-Cola Co (NYSE:KO) by 2.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 158,346 shares of the company’s stock after purchasing an additional 3,908... 
Pendal Group Ltd Invests $126,000 in Xylem Inc (XYL)

Pendal Group Ltd Invests $126,000 in Xylem Inc (XYL)

Pendal Group Ltd acquired a new stake in shares of Xylem Inc (NYSE:XYL) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,582 shares of the industrial products company’s... 
Pendal Group Ltd Sells 6,390,724 Shares of Freeport-McMoRan Inc (FCX)

Pendal Group Ltd Sells 6,390,724 Shares of Freeport-McMoRan Inc (FCX)

Pendal Group Ltd reduced its holdings in Freeport-McMoRan Inc (NYSE:FCX) by 99.6% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 23,828 shares of the natural resource company’s... 
Stratos Wealth Partners LTD. Buys 8,672 Shares of Suburban Propane Partners LP (SPH)

Stratos Wealth Partners LTD. Buys 8,672 Shares of Suburban Propane Partners LP (SPH)

Stratos Wealth Partners LTD. increased its stake in Suburban Propane Partners LP (NYSE:SPH) by 76.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... 
Private Advisor Group LLC Grows Holdings in iShares Edge MSCI USA Value Factor ETF (VLUE)

Private Advisor Group LLC Grows Holdings in iShares Edge MSCI USA Value Factor ETF (VLUE)

Private Advisor Group LLC raised its stake in iShares Edge MSCI USA Value Factor ETF (BATS:VLUE) by 272.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
Alaska Air Group, Inc. (ALK) Stake Lessened by State Board of Administration of Florida Retirement System

Alaska Air Group, Inc. (ALK) Stake Lessened by State Board of Administration of Florida Retirement System

State Board of Administration of Florida Retirement System decreased its position in Alaska Air Group, Inc. (NYSE:ALK) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... 
A. O. Smith Corp (AOS) Stake Raised by State Board of Administration of Florida Retirement System

A. O. Smith Corp (AOS) Stake Raised by State Board of Administration of Florida Retirement System

State Board of Administration of Florida Retirement System lifted its position in A. O. Smith Corp (NYSE:AOS) by 2.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Energen Co. (EGN) Stake Lessened by State Board of Administration of Florida Retirement System

Energen Co. (EGN) Stake Lessened by State Board of Administration of Florida Retirement System

State Board of Administration of Florida Retirement System decreased its holdings in Energen Co. (NYSE:EGN) by 5.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... 
State Board of Administration of Florida Retirement System Has $11.18 Million Stake in Vistra Energy Corp (VST)

State Board of Administration of Florida Retirement System Has $11.18 Million Stake in Vistra Energy Corp (VST)

State Board of Administration of Florida Retirement System grew its stake in shares of Vistra Energy Corp (NYSE:VST) by 6.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Moody National Bank Trust Division Buys Shares of 440 SPDR S&P 500 ETF Trust (SPY)

Moody National Bank Trust Division Buys Shares of 440 SPDR S&P 500 ETF Trust (SPY)

Moody National Bank Trust Division bought a new position in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 440 shares of the company’s... 
Motorola Solutions Inc (MSI) Shares Bought by Robeco Institutional Asset Management B.V.

Motorola Solutions Inc (MSI) Shares Bought by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its position in Motorola Solutions Inc (NYSE:MSI) by 20.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 346,892... 
Southern Co (SO) Holdings Lifted by Robeco Institutional Asset Management B.V.

Southern Co (SO) Holdings Lifted by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its stake in shares of Southern Co (NYSE:SO) by 9.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... 
Robeco Institutional Asset Management B.V. Has $41.60 Million Stake in Assured Guaranty Ltd. (AGO)

Robeco Institutional Asset Management B.V. Has $41.60 Million Stake in Assured Guaranty Ltd. (AGO)

Robeco Institutional Asset Management B.V. increased its holdings in Assured Guaranty Ltd. (NYSE:AGO) by 1.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 985,003...