Home » SEC Filing Articles
First American Trust FSB Sells 554 Shares of Union Pacific Co. (NYSE:UNP)
First American Trust FSB lessened its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 35,520 shares... More of this article »
Grant GrossMendelsohn LLC Has $629,000 Stake in The Coca-Cola Company (NYSE:KO)
Grant GrossMendelsohn LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 2.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Grant GrossMendelsohn LLC Acquires 1,407 Shares of Exelon Co. (NASDAQ:EXC)
Grant GrossMendelsohn LLC grew its holdings in Exelon Co. (NASDAQ:EXC – Free Report) by 25.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,955... More of this article »
Grant GrossMendelsohn LLC Lowers Stake in Pfizer Inc. (NYSE:PFE)
Grant GrossMendelsohn LLC lowered its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 13.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
First American Trust FSB Cuts Stake in CMS Energy Co. (NYSE:CMS)
First American Trust FSB trimmed its position in shares of CMS Energy Co. (NYSE:CMS – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 153,152 shares of the utilities... More of this article »
First American Trust FSB Lowers Holdings in The Coca-Cola Company (NYSE:KO)
First American Trust FSB reduced its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 11.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 153,781 shares of the company’s... More of this article »
QUALCOMM Incorporated (NASDAQ:QCOM) Shares Sold by First American Trust FSB
First American Trust FSB trimmed its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 4.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 49,772... More of this article »
Schlumberger Limited (NYSE:SLB) Shares Purchased by First American Trust FSB
First American Trust FSB grew its position in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stock Holdings Raised by First American Trust FSB
First American Trust FSB raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 39.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 46,879 shares of the semiconductor... More of this article »
First American Trust FSB Trims Stock Position in Tyson Foods, Inc. (NYSE:TSN)
First American Trust FSB cut its holdings in shares of Tyson Foods, Inc. (NYSE:TSN – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Grant GrossMendelsohn LLC Sells 231 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)
Grant GrossMendelsohn LLC decreased its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 16.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Stock Position Trimmed by MTC Wealth Management LLC
MTC Wealth Management LLC reduced its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Grant GrossMendelsohn LLC Has $341,000 Holdings in F.N.B. Co. (NYSE:FNB)
Grant GrossMendelsohn LLC trimmed its holdings in F.N.B. Co. (NYSE:FNB – Free Report) by 10.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 24,630 shares of the bank’s stock after... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) is First American Trust FSB’s 8th Largest Position
First American Trust FSB reduced its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Grant GrossMendelsohn LLC Boosts Stock Position in Becton, Dickinson and Company (NYSE:BDX)
Grant GrossMendelsohn LLC grew its stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 28.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Crescent Grove Advisors LLC Purchases 1,427 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Crescent Grove Advisors LLC boosted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Stock Holdings Raised by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 92,421 shares of the... More of this article »
Members Trust Co Purchases New Stake in Invesco QQQ (NASDAQ:QQQ)
Members Trust Co bought a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 582... More of this article »
Members Trust Co Purchases New Shares in Broadcom Inc. (NASDAQ:AVGO)
Members Trust Co purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Sold by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Grant GrossMendelsohn LLC Purchases 67 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Grant GrossMendelsohn LLC lifted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Southside Bancshares, Inc. (NASDAQ:SBSI) Stock Holdings Cut by Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC reduced its position in shares of Southside Bancshares, Inc. (NASDAQ:SBSI – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
2,324 Shares in SPDR S&P Transportation ETF (NYSEARCA:XTN) Bought by Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC bought a new position in shares of SPDR S&P Transportation ETF (NYSEARCA:XTN – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 2,324... More of this article »
Hamilton Point Investment Advisors LLC Increases Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Hamilton Point Investment Advisors LLC raised its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 0.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Hamilton Point Investment Advisors LLC Has $6.37 Million Stock Holdings in Roper Technologies, Inc. (NYSE:ROP)
Hamilton Point Investment Advisors LLC raised its holdings in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 0.7% in the 4th quarter, HoldingsChannel reports. The fund owned 11,682 shares of the industrial products company’s... More of this article »
Hamilton Point Investment Advisors LLC Has $10.93 Million Stake in Church & Dwight Co., Inc. (NYSE:CHD)
Hamilton Point Investment Advisors LLC increased its stake in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The firm owned 115,583 shares of the company’s... More of this article »
Hamilton Point Investment Advisors LLC Raises Holdings in American Express (NYSE:AXP)
Hamilton Point Investment Advisors LLC raised its holdings in shares of American Express (NYSE:AXP) by 1.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard Mid-Cap Index Fund ETF Shares (NYSEARCA:VO) Position Increased by Grant GrossMendelsohn LLC
Grant GrossMendelsohn LLC raised its position in shares of Vanguard Mid-Cap Index Fund ETF Shares (NYSEARCA:VO – Free Report) by 23.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) Stock Position Increased by Grant GrossMendelsohn LLC
Grant GrossMendelsohn LLC lifted its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 16.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Grant GrossMendelsohn LLC Has $811,000 Position in CVS Health Co. (NYSE:CVS)
Grant GrossMendelsohn LLC increased its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 21.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Grant GrossMendelsohn LLC Makes New $1.45 Million Investment in Fiserv, Inc. (NYSE:FI)
Grant GrossMendelsohn LLC acquired a new position in shares of Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
3,100 Shares in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) Acquired by Grant GrossMendelsohn LLC
Grant GrossMendelsohn LLC bought a new position in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Grant GrossMendelsohn LLC Cuts Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
Grant GrossMendelsohn LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Grant GrossMendelsohn LLC Has $7.38 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Grant GrossMendelsohn LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Pacer US Cash Cows 100 ETF (BATS:COWZ) Shares Sold by Grant GrossMendelsohn LLC
Grant GrossMendelsohn LLC lowered its stake in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 20.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) is Grant GrossMendelsohn LLC’s 5th Largest Position
Grant GrossMendelsohn LLC raised its holdings in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Grant GrossMendelsohn LLC Decreases Stake in AbbVie Inc. (NYSE:ABBV)
Grant GrossMendelsohn LLC reduced its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,388 shares... More of this article »
Grant GrossMendelsohn LLC Buys 745 Shares of First Trust Managed Municipal ETF (NASDAQ:FMB)
Grant GrossMendelsohn LLC grew its holdings in First Trust Managed Municipal ETF (NASDAQ:FMB – Free Report) by 2.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 30,646 shares of the company’s stock... More of this article »
Crescent Grove Advisors LLC Has $1.48 Million Stock Position in The Boeing Company (NYSE:BA)
Crescent Grove Advisors LLC lowered its stake in The Boeing Company (NYSE:BA – Free Report) by 15.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Angel Oak Income ETF (NYSEARCA:CARY) Shares Sold by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC reduced its holdings in Angel Oak Income ETF (NYSEARCA:CARY – Free Report) by 17.5% during the 4th quarter, Holdings Channel reports. The firm owned 324,615 shares of the company’s stock after... More of this article »
Hamilton Point Investment Advisors LLC Purchases New Shares in Schwab International Equity ETF (NYSEARCA:SCHF)
Hamilton Point Investment Advisors LLC bought a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Hamilton Point Investment Advisors LLC Sells 200 Shares of MongoDB, Inc. (NASDAQ:MDB)
Hamilton Point Investment Advisors LLC decreased its position in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 23.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 643 shares of the... More of this article »
Tyler Technologies, Inc. (NYSE:TYL) Holdings Trimmed by Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC lowered its position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 15.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Hamilton Point Investment Advisors LLC Sells 150 Shares of W.W. Grainger, Inc. (NYSE:GWW)
Hamilton Point Investment Advisors LLC decreased its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Hamilton Point Investment Advisors LLC Lowers Stock Holdings in Williams-Sonoma, Inc. (NYSE:WSM)
Hamilton Point Investment Advisors LLC reduced its stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 27.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Unilever PLC (NYSE:UL) Shares Purchased by Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC increased its position in shares of Unilever PLC (NYSE:UL – Free Report) by 1.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 113,348 shares of the company’s stock... More of this article »
Hamilton Point Investment Advisors LLC Buys 1,949 Shares of Main Street Capital Co. (NYSE:MAIN)
Hamilton Point Investment Advisors LLC boosted its stake in Main Street Capital Co. (NYSE:MAIN – Free Report) by 1.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Hamilton Point Investment Advisors LLC Buys 262 Shares of Cummins Inc. (NYSE:CMI)
Hamilton Point Investment Advisors LLC boosted its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »