SEC Filing Articles

Aptus Capital Advisors LLC Has $3.62 Million Holdings in Target Co. (NYSE:TGT)

Aptus Capital Advisors LLC cut its holdings in shares of Target Co. (NYSE:TGT) by 83.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 20,506 shares of the retailer’s stock after selling 102,625 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Target were […]

Princeton Portfolio Strategies Group LLC Raises Position in Chevron Co. (NYSE:CVX)

Princeton Portfolio Strategies Group LLC grew its holdings in shares of Chevron Co. (NYSE:CVX) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,121 shares of the oil and gas company’s stock after purchasing an additional 160 shares during […]

Nicholas Company Inc. Sells 1,500 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Nicholas Company Inc. trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,397,300 shares of the network equipment provider’s stock after selling 1,500 shares during the period. Cisco Systems comprises 1.2% of Nicholas Company Inc.’s investment portfolio, […]

PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Nicholas Company Inc.

Nicholas Company Inc. lowered its position in PepsiCo, Inc. (NASDAQ:PEP) by 0.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,885 shares of the company’s stock after selling 500 shares during the quarter. Nicholas Company Inc.’s holdings in PepsiCo were worth […]

Merriman Wealth Management LLC Acquires 6,830 Shares of Vanguard FTSE Emerging Markets Index Fund ETF Shares (NYSEARCA:VWO)

Merriman Wealth Management LLC increased its holdings in Vanguard FTSE Emerging Markets Index Fund ETF Shares (NYSEARCA:VWO) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 90,348 shares of the exchange traded fund’s stock after purchasing an additional 6,830 shares […]

Oracle Co. (NYSE:ORCL) Shares Sold by Snow Capital Management LP

Snow Capital Management LP lessened its stake in Oracle Co. (NYSE:ORCL) by 2.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 87,631 shares of the enterprise software provider’s stock after selling 1,928 shares during the quarter. Snow Capital Management LP’s holdings […]

Mid Atlantic Financial Management Inc. ADV Decreases Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Mid Atlantic Financial Management Inc. ADV cut its stake in Invesco QQQ Trust (NASDAQ:QQQ) by 29.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 46,327 shares of the exchange traded fund’s stock after selling 19,711 shares during the period. Invesco QQQ […]

Walmart Inc. (NYSE:WMT) Position Increased by Mid Atlantic Financial Management Inc. ADV

Mid Atlantic Financial Management Inc. ADV increased its position in shares of Walmart Inc. (NYSE:WMT) by 17.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,466 shares of the retailer’s stock after acquiring an additional 3,995 shares during […]

Financial Counselors Inc. Purchases 49,958 Shares of Intel Co. (NASDAQ:INTC)

Financial Counselors Inc. boosted its stake in Intel Co. (NASDAQ:INTC) by 8.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 665,333 shares of the chip maker’s stock after acquiring an additional 49,958 shares during the quarter. Intel accounts for 0.8% of Financial […]

Merriman Wealth Management LLC Has $10.05 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Merriman Wealth Management LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,765 shares of the company’s stock after selling 583 shares during the period. iShares Core S&P […]

Mid Atlantic Financial Management Inc. ADV Has $2.80 Million Stake in Caterpillar Inc. (NYSE:CAT)

Mid Atlantic Financial Management Inc. ADV boosted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 122.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 15,358 shares of the industrial products company’s stock after purchasing an additional 8,447 shares during the quarter. Mid Atlantic Financial Management Inc. ADV’s holdings in Caterpillar were worth $2,795,000 […]

Princeton Portfolio Strategies Group LLC Has $10.85 Million Holdings in American Tower Co. (REIT) (NYSE:AMT)

Princeton Portfolio Strategies Group LLC lifted its holdings in shares of American Tower Co. (REIT) (NYSE:AMT) by 7.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,321 shares of the real estate investment trust’s stock after purchasing an additional 3,360 shares during […]

Firestone Capital Management Grows Position in Alphabet Inc. (NASDAQ:GOOG)

Firestone Capital Management increased its holdings in Alphabet Inc. (NASDAQ:GOOG) by 12.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 314 shares of the information services provider’s stock after purchasing an additional 34 shares during the period. Firestone Capital […]

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by Amica Mutual Insurance Co.

Amica Mutual Insurance Co. lessened its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 8.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,762 shares of the medical research company’s stock after selling 1,911 shares during […]

Capital Counsel LLC NY Cuts Position in Exxon Mobil Co. (NYSE:XOM)

Capital Counsel LLC NY trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 26.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,311 shares of the oil and gas company’s stock after selling 18,424 shares during the period. Exxon […]

The Coca-Cola Company (NYSE:KO) Position Boosted by Northeast Investment Management

Northeast Investment Management increased its holdings in The Coca-Cola Company (NYSE:KO) by 0.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,491 shares of the company’s stock after buying an additional 208 shares during the quarter. Northeast Investment Management’s holdings in […]

Mid Atlantic Financial Management Inc. ADV Buys 5,231 Shares of The Procter & Gamble Company (NYSE:PG)

Mid Atlantic Financial Management Inc. ADV increased its stake in The Procter & Gamble Company (NYSE:PG) by 10.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,138 shares of the company’s stock after purchasing an additional 5,231 shares during the period. Mid […]

Sargent Investment Group LLC Lowers Stock Position in Verizon Communications Inc. (NYSE:VZ)

Sargent Investment Group LLC lowered its position in Verizon Communications Inc. (NYSE:VZ) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,698 shares of the cell phone carrier’s stock after selling 305 shares during the period. Sargent […]

Sargent Investment Group LLC Grows Position in Pfizer Inc. (NYSE:PFE)

Sargent Investment Group LLC increased its position in shares of Pfizer Inc. (NYSE:PFE) by 10.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,569 shares of the biopharmaceutical company’s stock after buying an additional 1,319 shares during the period. Sargent Investment Group LLC’s holdings in […]

Sargent Investment Group LLC Buys 3,520 Shares of Carrier Global Co. (NYSE:CARR)

Sargent Investment Group LLC raised its stake in shares of Carrier Global Co. (NYSE:CARR) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,109 shares of the company’s stock after purchasing an additional 3,520 shares during the quarter. Sargent […]

Reston Wealth Management LLC Lowers Stock Position in Lockheed Martin Co. (NYSE:LMT)

Reston Wealth Management LLC lessened its position in shares of Lockheed Martin Co. (NYSE:LMT) by 6.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 736 shares of the aerospace company’s stock after selling 48 shares during the quarter. Reston […]

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Firestone Capital Management

Firestone Capital Management decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 14,545 shares of the exchange traded fund’s stock after selling 259 shares during the period. iShares Russell 2000 ETF makes up approximately 1.1% of Firestone Capital Management’s portfolio, making […]

Merriman Wealth Management LLC Has $1.73 Million Stake in Vanguard FTSE All-World ex-US Index Fund ETF Shares (NYSEARCA:VEU)

Merriman Wealth Management LLC decreased its holdings in shares of Vanguard FTSE All-World ex-US Index Fund ETF Shares (NYSEARCA:VEU) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,599 shares of the company’s stock after selling 3,068 shares […]

Northeast Investment Management Has $3.15 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)

Northeast Investment Management increased its holdings in Caterpillar Inc. (NYSE:CAT) by 10.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,309 shares of the industrial products company’s stock after purchasing an additional 1,632 shares during the period. Northeast Investment Management’s holdings in Caterpillar […]

Northeast Investment Management Decreases Stock Holdings in United Parcel Service, Inc. (NYSE:UPS)

Northeast Investment Management trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 5.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 53,940 shares of the transportation company’s stock after selling 3,012 shares during the quarter. Northeast Investment Management’s holdings in United […]