SEC Filing Articles

Crumly & Associates Inc. Buys New Stake in Pfizer Inc. (NYSE:PFE)

Crumly & Associates Inc. bought a new stake in shares of Pfizer Inc. (NYSE:PFE) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 15,827 shares of the biopharmaceutical company’s stock, valued at approximately $581,000. Pfizer makes up 0.5% of Crumly & Associates Inc.’s portfolio, […]

Camarda Financial Advisors LLC Sells 100 Shares of Home Depot Inc (NYSE:HD)

Camarda Financial Advisors LLC decreased its stake in shares of Home Depot Inc (NYSE:HD) by 5.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,716 shares of the home improvement retailer’s stock after selling 100 shares during the quarter. Camarda Financial Advisors […]

Crumly & Associates Inc. Takes Position in Home Depot Inc (NYSE:HD)

Crumly & Associates Inc. acquired a new stake in Home Depot Inc (NYSE:HD) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 839 shares of the home improvement retailer’s stock, valued at approximately $233,000. Several other hedge funds and other institutional investors also recently […]

Walmart Inc. (NYSE:WMT) Shares Sold by Canal Capital Management LLC

Canal Capital Management LLC lessened its stake in shares of Walmart Inc. (NYSE:WMT) by 5.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,668 shares of the retailer’s stock after selling 207 shares during the quarter. Canal Capital […]

Hendley & Co. Inc. Acquires Shares of 39,167 Walmart Inc. (NYSE:WMT)

Hendley & Co. Inc. acquired a new stake in shares of Walmart Inc. (NYSE:WMT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 39,167 shares of the retailer’s stock, valued at approximately $5,480,000. Walmart accounts for approximately 2.3% of Hendley & […]

2,957 Shares in Walmart Inc. (NYSE:WMT) Bought by Paragon Capital Management LLC

Paragon Capital Management LLC purchased a new position in Walmart Inc. (NYSE:WMT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,957 shares of the retailer’s stock, valued at approximately $414,000. A number of other institutional investors have also bought and sold […]

First Heartland Consultants Inc. Cuts Position in Walmart Inc. (NYSE:WMT)

First Heartland Consultants Inc. lessened its holdings in Walmart Inc. (NYSE:WMT) by 5.6% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,989 shares of the retailer’s stock after selling 530 shares during the period. First Heartland Consultants Inc.’s holdings in Walmart were worth […]

Bank OZK Purchases 6,375 Shares of Walmart Inc. (NYSE:WMT)

Bank OZK increased its position in shares of Walmart Inc. (NYSE:WMT) by 48.3% in the 3rd quarter, HoldingsChannel reports. The fund owned 19,563 shares of the retailer’s stock after acquiring an additional 6,375 shares during the period. Walmart makes up about 1.5% of Bank OZK’s portfolio, making the stock its 22nd largest holding. Bank OZK’s […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Crossvault Capital Management LLC

Crossvault Capital Management LLC decreased its holdings in shares of The Procter & Gamble Company (NYSE:PG) by 31.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,583 shares of the company’s stock after selling 2,096 shares during the period. Crossvault Capital Management LLC’s holdings in […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC trimmed its holdings in The Procter & Gamble Company (NYSE:PG) by 3.5% during the third quarter, HoldingsChannel.com reports. The firm owned 7,816 shares of the company’s stock after selling 280 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in The Procter & Gamble were worth $1,086,000 […]

First Heartland Consultants Inc. Has $554,000 Position in Intel Co. (NASDAQ:INTC)

First Heartland Consultants Inc. increased its stake in shares of Intel Co. (NASDAQ:INTC) by 3.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,703 shares of the chip maker’s stock after buying an additional 318 shares during the quarter. First […]

Tennessee Valley Asset Management Partners Acquires Shares of 16,185 The Procter & Gamble Company (NYSE:PG)

Tennessee Valley Asset Management Partners acquired a new stake in shares of The Procter & Gamble Company (NYSE:PG) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 16,185 shares of the company’s stock, valued at approximately $2,250,000. The Procter & Gamble […]

The Procter & Gamble Company (NYSE:PG) Shares Acquired by Strategic Wealth Management Group LLC

Strategic Wealth Management Group LLC grew its position in The Procter & Gamble Company (NYSE:PG) by 1.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,413 shares of the company’s stock after purchasing an additional 150 shares during the period. The Procter & Gamble makes […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Ledyard National Bank

Ledyard National Bank trimmed its holdings in shares of The Procter & Gamble Company (NYSE:PG) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,041 shares of the company’s stock after selling 781 shares during the quarter. The […]

Nissay Asset Management Corp Japan ADV Grows Stake in Teradyne, Inc. (NYSE:TER)

Nissay Asset Management Corp Japan ADV increased its position in Teradyne, Inc. (NYSE:TER) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,238 shares of the semiconductor company’s stock after acquiring an additional 357 shares during the period. Nissay Asset Management Corp […]

Crossvault Capital Management LLC Trims Position in AT&T Inc. (NYSE:T)

Crossvault Capital Management LLC trimmed its holdings in AT&T Inc. (NYSE:T) by 8.4% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 134,138 shares of the technology company’s stock after selling 12,225 shares during the period. AT&T accounts for approximately 1.7% of Crossvault Capital Management LLC’s portfolio, making […]

The Procter & Gamble Company (NYSE:PG) Shares Purchased by Boenning & Scattergood Inc.

Boenning & Scattergood Inc. lifted its stake in The Procter & Gamble Company (NYSE:PG) by 0.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,395 shares of the company’s stock after purchasing an additional 328 shares during the period. The Procter & […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Fulcrum Capital LLC

Fulcrum Capital LLC lessened its holdings in shares of The Procter & Gamble Company (NYSE:PG) by 9.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 44,284 shares of the company’s stock after selling 4,358 shares during the quarter. The Procter & Gamble comprises approximately 2.2% of Fulcrum […]

CWH Capital Management Inc. Increases Stake in Johnson & Johnson (NYSE:JNJ)

CWH Capital Management Inc. lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 2.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,694 shares of the company’s stock after acquiring an additional 459 shares during the period. […]

Hendley & Co. Inc. Acquires 17,677 Shares of Johnson & Johnson (NYSE:JNJ)

Hendley & Co. Inc. grew its holdings in Johnson & Johnson (NYSE:JNJ) by 36.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 66,843 shares of the company’s stock after purchasing an additional 17,677 shares during the quarter. Johnson & Johnson comprises […]

Merck & Co., Inc. (NYSE:MRK) Shares Purchased by Hendley & Co. Inc.

Hendley & Co. Inc. grew its position in shares of Merck & Co., Inc. (NYSE:MRK) by 11.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 51,215 shares of the company’s stock after purchasing an additional 5,320 shares during the period. Merck & Co., […]

Facebook, Inc. (NASDAQ:FB) Shares Purchased by First Heartland Consultants Inc.

First Heartland Consultants Inc. boosted its position in Facebook, Inc. (NASDAQ:FB) by 10.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,585 shares of the social networking company’s stock after purchasing an additional 250 shares during the quarter. First Heartland Consultants Inc.’s holdings in […]

Hillcrest Wealth Advisors NY LLC Acquires New Stake in Facebook, Inc. (NASDAQ:FB)

Hillcrest Wealth Advisors NY LLC acquired a new stake in Facebook, Inc. (NASDAQ:FB) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 2,043 shares of the social networking company’s stock, valued at approximately $535,000. A number of other institutional investors have […]

CWH Capital Management Inc. Has $4.14 Million Stock Holdings in Home Depot Inc (NYSE:HD)

CWH Capital Management Inc. cut its stake in shares of Home Depot Inc (NYSE:HD) by 0.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,915 shares of the home improvement retailer’s stock after selling 113 shares during the period. Home Depot accounts for about 1.9% […]

First Heartland Consultants Inc. Lowers Stock Position in Home Depot Inc (NYSE:HD)

First Heartland Consultants Inc. cut its position in shares of Home Depot Inc (NYSE:HD) by 3.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,218 shares of the home improvement retailer’s stock after selling 160 shares during the period. First Heartland Consultants Inc.’s holdings […]