SEC Filing Articles

Vanguard Total International Stock ETF (VXUS) Shares Bought by Capstone Financial Advisors Inc.

Capstone Financial Advisors Inc. lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS) by 29.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 601,201 shares of the company’s stock after buying an additional 135,779 shares during the period. […]

20,347 Shares in DENTSPLY SIRONA Inc (XRAY) Purchased by Diag Capital Management LP

Diag Capital Management LP bought a new stake in DENTSPLY SIRONA Inc (NASDAQ:XRAY) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 20,347 shares of the medical instruments supplier’s stock, valued at approximately $757,000. Other institutional investors also recently modified […]

Diag Capital Management LP Invests $2.15 Million in Akorn, Inc. (AKRX)

Diag Capital Management LP bought a new stake in shares of Akorn, Inc. (NASDAQ:AKRX) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 634,046 shares of the company’s stock, valued at approximately $2,149,000. Akorn accounts for about 2.5% of Diag Capital Management LP’s […]

Diag Capital Management LP Invests $4.95 Million in Zimmer Biomet Holdings Inc (ZBH)

Diag Capital Management LP acquired a new position in shares of Zimmer Biomet Holdings Inc (NYSE:ZBH) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 47,684 shares of the medical equipment provider’s stock, valued at approximately $4,946,000. Zimmer Biomet accounts for about 5.7% of Diag Capital Management LP’s holdings, making the stock its 3rd […]

Edge Capital Group LLC Acquires New Holdings in Cummins Inc. (CMI)

Edge Capital Group LLC acquired a new stake in shares of Cummins Inc. (NYSE:CMI) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 30,954 shares of the company’s stock, valued at approximately $4,137,000. Other institutional investors and hedge funds […]

Edge Capital Group LLC Purchases Shares of 83,321 Eaton Co. PLC (ETN)

Edge Capital Group LLC purchased a new position in shares of Eaton Co. PLC (NYSE:ETN) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 83,321 shares of the industrial products company’s stock, valued at approximately $5,721,000. Other institutional investors have also recently added to or reduced their stakes in the company. Highwater Wealth […]

Edge Capital Group LLC Invests $8.02 Million in Texas Instruments Incorporated (TXN) Stock

Edge Capital Group LLC acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 84,855 shares of the semiconductor company’s stock, valued at approximately $8,019,000. Texas Instruments makes up about 0.9% of Edge Capital Group LLC’s holdings, making […]

Edge Capital Group LLC Purchases Shares of 581,083 Vanguard International Dividend Appreciation ETF (VIGI)

Edge Capital Group LLC purchased a new stake in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 581,083 shares of the company’s stock, valued at approximately $33,470,000. Vanguard International Dividend Appreciation ETF accounts for approximately […]

Financial Advocates Investment Management Sells 3,213 Shares of Vanguard Small-Cap Value ETF (VBR)

Financial Advocates Investment Management cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 20.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,745 shares of the company’s stock after selling 3,213 shares during the period. Financial Advocates Investment Management’s holdings […]

Financial Advocates Investment Management Sells 3,561 Shares of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC)

Financial Advocates Investment Management lowered its stake in shares of First Trust Dorsey Wright Dynamic Focus 5 ETF (NASDAQ:FVC) by 12.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,043 shares of the company’s stock after selling 3,561 shares during the period. Financial Advocates Investment […]

Fidelity National Information Servcs Inc (FIS) Shares Bought by Candriam Luxembourg S.C.A.

Candriam Luxembourg S.C.A. grew its stake in shares of Fidelity National Information Servcs Inc (NYSE:FIS) by 63.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 101,855 shares of the information technology services provider’s stock after buying an additional 39,701 shares during the period. Candriam Luxembourg S.C.A.’s holdings […]

Financial Advocates Investment Management Has $986,000 Stake in Schwab US Small-Cap ETF (SCHA)

Financial Advocates Investment Management reduced its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 18.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,394 shares of the company’s stock after selling 4,643 shares during the quarter. Financial Advocates Investment Management’s holdings in Schwab US […]

Tiffany & Co. (TIF) Holdings Boosted by Candriam Luxembourg S.C.A.

Candriam Luxembourg S.C.A. boosted its holdings in shares of Tiffany & Co. (NYSE:TIF) by 700.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 154,985 shares of the specialty retailer’s stock after purchasing an additional 135,630 shares during the quarter. Candriam Luxembourg S.C.A. owned […]

Candriam Luxembourg S.C.A. Purchases 4,000 Shares of Reata Pharmaceuticals Inc (RETA)

Candriam Luxembourg S.C.A. lifted its position in shares of Reata Pharmaceuticals Inc (NASDAQ:RETA) by 2.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 199,200 shares of the company’s stock after acquiring an additional 4,000 shares during the quarter. Candriam Luxembourg S.C.A.’s holdings in Reata Pharmaceuticals were worth $11,175,000 as of its most recent […]

Paloma Partners Management Co Reduces Position in Intercontinental Exchange Inc (ICE)

Paloma Partners Management Co lessened its position in shares of Intercontinental Exchange Inc (NYSE:ICE) by 25.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 28,720 shares of the financial services provider’s stock after selling 9,782 shares during the quarter. Paloma Partners Management Co’s holdings […]

Candriam Luxembourg S.C.A. Purchases New Position in Azul SA (AZUL)

Candriam Luxembourg S.C.A. purchased a new stake in Azul SA (NYSE:AZUL) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 501,000 shares of the company’s stock, valued at approximately $13,872,000. A number of other hedge funds have also recently made changes to […]

First Foundation Advisors Has $784,000 Position in AmerisourceBergen Corp. (ABC)

First Foundation Advisors increased its holdings in AmerisourceBergen Corp. (NYSE:ABC) by 182.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,541 shares of the company’s stock after purchasing an additional 6,808 shares during the quarter. First Foundation Advisors’ holdings in AmerisourceBergen were worth $784,000 […]

First Foundation Advisors Has $623,000 Holdings in iShares Russell 2000 Value ETF (IWN)

First Foundation Advisors decreased its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 29.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,789 shares of the company’s stock after selling 2,387 shares during the quarter. First Foundation Advisors’ holdings in […]

First Foundation Advisors Invests $910,000 in SPDR Portfolio Aggregate Bond ETF (SPAB) Stock

First Foundation Advisors bought a new position in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 32,661 shares of the company’s stock, valued at approximately $910,000. Other hedge funds and other institutional investors also recently made changes […]

First Foundation Advisors Acquires 409 Shares of Booking Holdings Inc. (BKNG)

First Foundation Advisors lifted its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 178.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 638 shares of the business services provider’s stock after purchasing an additional 409 shares during the […]

D. E. Shaw & Co. Inc. Boosts Holdings in Quest Diagnostics Inc (DGX)

D. E. Shaw & Co. Inc. raised its stake in Quest Diagnostics Inc (NYSE:DGX) by 73.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 362,519 shares of the medical research company’s stock after acquiring an additional 154,086 shares during the quarter. D. […]

IBM Retirement Fund Sells 212 Shares of Lam Research Co. (LRCX)

IBM Retirement Fund lowered its holdings in Lam Research Co. (NASDAQ:LRCX) by 8.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,366 shares of the semiconductor company’s stock after selling 212 shares during the period. IBM Retirement Fund’s holdings in Lam Research were […]

Principal Financial Group Inc. Acquires 58,855 Shares of NVIDIA Co. (NVDA)

Principal Financial Group Inc. raised its holdings in NVIDIA Co. (NASDAQ:NVDA) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,245,103 shares of the computer hardware maker’s stock after buying an additional 58,855 shares during the period. Principal Financial Group Inc. owned […]

IBM Retirement Fund Trims Position in Hilton Hotels Co. (HLT)

IBM Retirement Fund lessened its stake in Hilton Hotels Co. (NYSE:HLT) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,236 shares of the company’s stock after selling 331 shares during the period. IBM Retirement Fund’s holdings in Hilton Hotels were […]

CommVault Systems, Inc. (CVLT) Shares Bought by D. E. Shaw & Co. Inc.

D. E. Shaw & Co. Inc. lifted its holdings in shares of CommVault Systems, Inc. (NASDAQ:CVLT) by 19.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 580,625 shares of the software maker’s stock after acquiring an additional 96,087 shares during the quarter. D. E. […]