SEC Filing Articles

Lazard Freres Gestion S.A.S. Purchases 97,209 Shares of Merck & Co., Inc. (NYSE:MRK)

Lazard Freres Gestion S.A.S. boosted its position in Merck & Co., Inc. (NYSE:MRK) by 7.6% during the first quarter, Holdings Channel reports. The fund owned 1,381,743 shares of the company’s stock after acquiring an additional 97,209 shares during the period. Merck & Co., Inc. comprises 3.2% of Lazard Freres Gestion S.A.S.’s holdings, making the stock […]

Capital Investment Counsel Inc Makes New Investment in Merck & Co., Inc. (NYSE:MRK)

Capital Investment Counsel Inc purchased a new position in Merck & Co., Inc. (NYSE:MRK) during the first quarter, HoldingsChannel reports. The institutional investor purchased 4,927 shares of the company’s stock, valued at approximately $380,000. Other large investors have also modified their holdings of the company. Watchman Group Inc. raised its holdings in shares of Merck […]

Commerce Bank Increases Position in NextEra Energy, Inc. (NYSE:NEE)

Commerce Bank raised its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 4.2% in the 1st quarter, Holdings Channel reports. The institutional investor owned 742,415 shares of the utilities provider’s stock after purchasing an additional 29,634 shares during the quarter. Commerce Bank’s holdings in NextEra Energy were worth $56,134,000 at the end of the […]

Satovsky Asset Management LLC Has $79.94 Million Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Satovsky Asset Management LLC boosted its holdings in iShares S&P 500 ETF (NYSEARCA:IVV) by 3.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 200,783 shares of the company’s stock after purchasing an additional 6,500 shares during the period. […]

Visa Inc. (NYSE:V) Shares Sold by TCW Group Inc.

TCW Group Inc. lessened its stake in Visa Inc. (NYSE:V) by 26.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,298,992 shares of the credit-card processor’s stock after selling 472,295 shares during the period. Visa accounts for approximately 2.6% of […]

Commerce Bank Reduces Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Commerce Bank trimmed its position in Amgen Inc. (NASDAQ:AMGN) by 22.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 181,388 shares of the medical research company’s stock after selling 51,314 shares during the period. Commerce Bank’s holdings in Amgen were worth $45,131,000 as of its […]

Compass Financial Group Inc. Has $19.60 Million Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Compass Financial Group Inc. lessened its position in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 3.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 49,272 shares of the company’s stock after selling 1,912 shares during the period. iShares S&P 500 ETF makes up […]

HWG Holdings LP Buys 109,658 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

HWG Holdings LP lifted its stake in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 79.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 248,454 shares of the exchange traded fund’s stock after purchasing an additional 109,658 shares during the […]

Commerce Bank Grows Position in Merck & Co., Inc. (NYSE:MRK)

Commerce Bank increased its position in Merck & Co., Inc. (NYSE:MRK) by 0.7% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,525,452 shares of the company’s stock after purchasing an additional 10,903 shares during the quarter. Merck & Co., Inc. makes […]

Alphabet Inc. (NASDAQ:GOOG) Shares Bought by Bridges Investment Management Inc.

Bridges Investment Management Inc. grew its position in Alphabet Inc. (NASDAQ:GOOG) by 3.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,727 shares of the information services provider’s stock after purchasing an additional 660 shares during the period. Alphabet makes up 1.1% of Bridges Investment […]

PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Lazard Freres Gestion S.A.S.

Lazard Freres Gestion S.A.S. increased its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 1.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 238,826 shares of the company’s stock after buying an additional 2,907 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings […]

Ausdal Financial Partners Inc. Buys 1,458 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Ausdal Financial Partners Inc. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 31,352 shares of the network equipment provider’s stock after purchasing an additional 1,458 shares during the quarter. Ausdal Financial Partners […]

Ausdal Financial Partners Inc. Acquires 76 Shares of Walmart Inc. (NYSE:WMT)

Ausdal Financial Partners Inc. boosted its holdings in shares of Walmart Inc. (NYSE:WMT) by 0.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,852 shares of the retailer’s stock after purchasing an additional 76 shares during the quarter. Ausdal Financial Partners Inc.’s holdings in […]

Slow Capital Inc. Decreases Holdings in Alphabet Inc. (NASDAQ:GOOG)

Slow Capital Inc. lowered its stake in Alphabet Inc. (NASDAQ:GOOG) by 9.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,160 shares of the information services provider’s stock after selling 229 shares during the period. Alphabet accounts for 1.1% […]

Peachtree Investment Partners LLC Has $966,000 Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Peachtree Investment Partners LLC lessened its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 3.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,974 shares of the exchange traded fund’s stock after selling 156 shares during the period. Peachtree Investment Partners LLC’s […]

Intel Co. (NASDAQ:INTC) Shares Purchased by Slow Capital Inc.

Slow Capital Inc. boosted its position in Intel Co. (NASDAQ:INTC) by 25.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 47,125 shares of the chip maker’s stock after purchasing an additional 9,678 shares during the quarter. Slow Capital Inc.’s holdings in Intel were worth […]

Van Strum & Towne Inc. Buys 1,595 Shares of AbbVie Inc. (NYSE:ABBV)

Van Strum & Towne Inc. lifted its stake in shares of AbbVie Inc. (NYSE:ABBV) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 31,080 shares of the company’s stock after acquiring an additional 1,595 shares during the quarter. AbbVie comprises approximately […]

Inlet Private Wealth LLC Increases Stock Position in Amgen Inc. (NASDAQ:AMGN)

Inlet Private Wealth LLC boosted its stake in Amgen Inc. (NASDAQ:AMGN) by 2.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,209 shares of the medical research company’s stock after purchasing an additional 696 shares during the quarter. Amgen comprises […]

JMG Financial Group Ltd. Purchases Shares of 6,478 Exxon Mobil Co. (NYSE:XOM)

JMG Financial Group Ltd. purchased a new stake in shares of Exxon Mobil Co. (NYSE:XOM) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 6,478 shares of the oil and gas company’s stock, valued at approximately $362,000. Several other institutional investors and hedge funds also […]

Fort Washington Investment Advisors Inc. OH Boosts Stake in PepsiCo, Inc. (NASDAQ:PEP)

Fort Washington Investment Advisors Inc. OH increased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 16.9% in the first quarter, HoldingsChannel.com reports. The firm owned 224,552 shares of the company’s stock after buying an additional 32,532 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in PepsiCo were worth $31,763,000 at the […]

Interchange Capital Partners LLC Decreases Stock Position in The Home Depot, Inc. (NYSE:HD)

Interchange Capital Partners LLC cut its holdings in The Home Depot, Inc. (NYSE:HD) by 11.5% during the 1st quarter, Holdings Channel reports. The firm owned 5,394 shares of the home improvement retailer’s stock after selling 700 shares during the period. The Home Depot makes up approximately 1.0% of Interchange Capital Partners LLC’s investment portfolio, making […]

McDonald’s Co. (NYSE:MCD) Stake Raised by Wade G W & Inc.

Wade G W & Inc. grew its holdings in shares of McDonald’s Co. (NYSE:MCD) by 34.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,501 shares of the fast-food giant’s stock after buying an additional 4,443 shares during the […]

Coco Enterprises LLC Increases Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Coco Enterprises LLC grew its stake in Merck & Co., Inc. (NYSE:MRK) by 44.5% in the first quarter, Holdings Channel reports. The fund owned 4,182 shares of the company’s stock after purchasing an additional 1,288 shares during the period. Coco Enterprises LLC’s holdings in Merck & Co., Inc. were worth $322,000 at the end of […]

Community Bank & Trust Waco Texas Purchases 1,479 Shares of Medtronic plc (NYSE:MDT)

Community Bank & Trust Waco Texas raised its position in shares of Medtronic plc (NYSE:MDT) by 14.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,058 shares of the medical technology company’s stock after purchasing an additional 1,479 shares during […]

Lakeview Capital Partners LLC Purchases 412 Shares of Costco Wholesale Co. (NASDAQ:COST)

Lakeview Capital Partners LLC lifted its position in Costco Wholesale Co. (NASDAQ:COST) by 11.7% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,921 shares of the retailer’s stock after buying an additional 412 shares during the period. Lakeview Capital Partners LLC’s […]