SEC Filing Articles

California Public Employees Retirement System Has $2.42 Million Position in Casella Waste Systems Inc. (CWST)

California Public Employees Retirement System lifted its holdings in Casella Waste Systems Inc. (NASDAQ:CWST) by 15.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,899 shares of the industrial products company’s stock after buying an additional 17,499 […]

SPDR S&P 500 ETF Trust (SPY) is Burke & Herbert Bank & Trust Co.’s 2nd Largest Position

Burke & Herbert Bank & Trust Co. lessened its stake in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,983 shares of the company’s stock after selling 459 shares during the period. SPDR S&P […]

Apple Inc. (AAPL) Holdings Lessened by Bremer Trust National Association

Bremer Trust National Association lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,397 shares of the iPhone maker’s stock after selling 1,570 shares during the period. Apple comprises 1.9% […]

BLB&B Advisors LLC Buys Shares of 3,752 Anadarko Petroleum Co. (APC)

BLB&B Advisors LLC bought a new stake in shares of Anadarko Petroleum Co. (NYSE:APC) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 3,752 shares of the oil and gas development company’s stock, valued at approximately $201,000. Other institutional investors have also modified their holdings […]

Piper Jaffray Companies (PJC) Shares Sold by California Public Employees Retirement System

California Public Employees Retirement System reduced its holdings in Piper Jaffray Companies (NYSE:PJC) by 12.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 39,908 shares of the financial services provider’s stock after selling 5,792 shares during the quarter. California Public Employees Retirement System’s holdings […]

Berkshire Asset Management LLC PA Acquires Shares of 3,239 Davita Inc (DVA)

Berkshire Asset Management LLC PA acquired a new position in shares of Davita Inc (NYSE:DVA) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,239 shares of the company’s stock, valued at approximately $234,000. A number of other hedge funds and other institutional investors have […]

Berkshire Asset Management LLC PA Purchases 30,547 Shares of General Mills, Inc. (GIS)

Berkshire Asset Management LLC PA increased its position in shares of General Mills, Inc. (NYSE:GIS) by 8.7% in the 4th quarter, HoldingsChannel reports. The fund owned 380,218 shares of the company’s stock after buying an additional 30,547 shares during the quarter. General Mills comprises about 2.2% of Berkshire Asset Management LLC PA’s holdings, making the […]

Caterpillar Inc. (CAT) Shares Sold by Benjamin F. Edwards & Company Inc.

Benjamin F. Edwards & Company Inc. trimmed its position in shares of Caterpillar Inc. (NYSE:CAT) by 9.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 12,053 shares of the industrial products company’s stock after selling 1,223 shares during the period. Benjamin F. Edwards & Company Inc.’s holdings in Caterpillar were worth $1,899,000 at the […]

Benjamin F. Edwards & Company Inc. Raises Holdings in AFLAC Incorporated (AFL)

Benjamin F. Edwards & Company Inc. grew its stake in AFLAC Incorporated (NYSE:AFL) by 9.7% in the 4th quarter, HoldingsChannel reports. The firm owned 30,689 shares of the financial services provider’s stock after purchasing an additional 2,726 shares during the period. Benjamin F. Edwards & Company Inc.’s holdings in AFLAC were worth $2,694,000 at the […]

ConocoPhillips (COP) Stake Boosted by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. lifted its holdings in ConocoPhillips (NYSE:COP) by 132.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,801 shares of the energy producer’s stock after purchasing an additional 8,993 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in ConocoPhillips […]

21,842 Shares in Marinus Pharmaceuticals Inc (MRNS) Acquired by Bank of New York Mellon Corp

Bank of New York Mellon Corp bought a new position in shares of Marinus Pharmaceuticals Inc (NASDAQ:MRNS) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 21,842 shares of the biopharmaceutical company’s stock, valued at approximately $128,000. Bank of […]

Bank of Montreal Can Raises Position in Becton Dickinson and Co (BDX)

Bank of Montreal Can increased its position in shares of Becton Dickinson and Co (NYSE:BDX) by 25.5% during the fourth quarter, Holdings Channel reports. The fund owned 420,170 shares of the medical instruments supplier’s stock after buying an additional 85,285 shares during the quarter. Bank of Montreal Can’s holdings in Becton Dickinson and were worth […]

Bank of Montreal Can Has $115.19 Million Holdings in UBS Group AG (UBS)

Bank of Montreal Can grew its holdings in UBS Group AG (NYSE:UBS) by 4.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 6,263,829 shares of the bank’s stock after acquiring an additional 243,598 shares during the quarter. Bank of Montreal Can’s holdings in UBS Group were worth $115,192,000 at the end of the most […]

Bank of Montreal Can Reduces Position in Citrix Systems, Inc. (CTXS)

Bank of Montreal Can lowered its holdings in Citrix Systems, Inc. (NASDAQ:CTXS) by 73.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,109,453 shares of the cloud computing company’s stock after selling 3,078,745 shares during the period. Bank of Montreal Can’s holdings in Citrix Systems were […]

People's United Financial, Inc. (PBCT) Stake Lessened by Atria Investments LLC

Atria Investments LLC trimmed its holdings in People's United Financial, Inc. (NASDAQ:PBCT) by 3.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 149,951 shares of the bank’s stock after selling 6,093 shares during the quarter. Atria Investments LLC’s holdings in People's United […]

CF Industries Holdings, Inc. (CF) Shares Sold by Atria Investments LLC

Atria Investments LLC trimmed its stake in CF Industries Holdings, Inc. (NYSE:CF) by 13.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 69,369 shares of the basic materials company’s stock after selling 10,661 shares during the period. Atria Investments LLC’s holdings in CF Industries were worth $2,951,000 at the end of the most recent […]

FirstEnergy Corp. (FE) Stake Lifted by Atria Investments LLC

Atria Investments LLC grew its holdings in FirstEnergy Corp. (NYSE:FE) by 12.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 104,194 shares of the utilities provider’s stock after purchasing an additional 11,662 shares during the quarter. Atria Investments LLC’s holdings in FirstEnergy […]

Vanguard Emerging Markets Stock Index Fd (VWO) Shares Sold by Asset Dedication LLC

Asset Dedication LLC lowered its stake in Vanguard Emerging Markets Stock Index Fd (NYSEARCA:VWO) by 89.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,719 shares of the exchange traded fund’s stock after selling 56,572 shares during the period. […]

AMG National Trust Bank Invests $205,000 in Pfizer Inc. (PFE) Stock

AMG National Trust Bank acquired a new stake in Pfizer Inc. (NYSE:PFE) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,753 shares of the biopharmaceutical company’s stock, valued at approximately $205,000. A number of other hedge funds and other institutional investors […]

Access Financial Services Inc. Takes $204,000 Position in Home Depot Inc (HD)

Access Financial Services Inc. bought a new position in shares of Home Depot Inc (NYSE:HD) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,245 shares of the home improvement retailer’s stock, valued at approximately $204,000. Other hedge funds and other institutional investors have also […]

Advisors Asset Management Inc. Has $7.75 Million Position in Bristol-Myers Squibb Co (BMY)

Advisors Asset Management Inc. lessened its position in shares of Bristol-Myers Squibb Co (NYSE:BMY) by 4.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 121,565 shares of the biopharmaceutical company’s stock after selling 5,567 shares during the period. Advisors Asset Management Inc.’s holdings in Bristol-Myers Squibb were worth $7,749,000 as of its most […]

Guerin John Patrick Et Al Has Stake in Daily Journal Co. (DJCO)

Guerin John Patrick Et Al recently revealed that they own 13.6% of Daily Journal Co. (NASDAQ:DJCO) in a Schedule 13D/A disclosure that was filed with the Securities and Exchange Commission on Wednesday, January 17th. The investor owns 188,304 shares of the stock valued at approximately $45,117,638. The filing is available through Edgar at this hyperlink. […]

Hamilton Lane Advisors LLC Decreases Holdings in Chegg Inc (CHGG)

Hamilton Lane Advisors LLC trimmed its holdings in Chegg Inc (NYSE:CHGG) by 64.9% during the fourth quarter, HoldingsChannel reports. The firm owned 20,000 shares of the technology company’s stock after selling 37,003 shares during the period. Hamilton Lane Advisors LLC’s holdings in Chegg were worth $326,000 at the end of the most recent reporting period. […]

Hamilton Lane Advisors LLC Buys 7,827 Shares of ABIOMED, Inc. (ABMD)

Hamilton Lane Advisors LLC raised its stake in shares of ABIOMED, Inc. (NASDAQ:ABMD) by 50.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 23,241 shares of the medical equipment provider’s stock after buying an additional 7,827 shares during the quarter. ABIOMED comprises 2.3% of Hamilton Lane Advisors LLC’s holdings, making the stock its 13th […]

Hamilton Lane Advisors LLC Has $1.28 Million Position in Ctrip.Com International Ltd (CTRP)

Hamilton Lane Advisors LLC boosted its stake in Ctrip.Com International Ltd (NASDAQ:CTRP) by 26.2% in the fourth quarter, HoldingsChannel reports. The firm owned 28,984 shares of the company’s stock after purchasing an additional 6,013 shares during the quarter. Hamilton Lane Advisors LLC’s holdings in Ctrip.Com International were worth $1,278,000 at the end of the most […]