SEC Filing Articles

Marco Investment Management LLC Takes $230,000 Position in Repligen Co. (NASDAQ:RGEN)

Marco Investment Management LLC purchased a new stake in shares of Repligen Co. (NASDAQ:RGEN) in the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 2,675 shares of the biotechnology company’s stock, valued at approximately $230,000. Other institutional investors and hedge funds have also recently made changes to their positions in the company. Advisors Preferred LLC […]

Strategic Wealth Partners Ltd. Has $1.67 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Strategic Wealth Partners Ltd. lowered its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 23.5% during the second quarter, Holdings Channel reports. The institutional investor owned 14,499 shares of the company’s stock after selling 4,443 shares during the period. Strategic Wealth Partners Ltd.’s holdings in Vanguard Dividend Appreciation ETF were worth $1,669,000 as of its […]

Stone Ridge Asset Management LLC Purchases 188,915 Shares of Wells Fargo & Co (NYSE:WFC)

Stone Ridge Asset Management LLC raised its position in Wells Fargo & Co (NYSE:WFC) by 66.5% during the second quarter, Holdings Channel.com reports. The institutional investor owned 473,062 shares of the financial services provider’s stock after purchasing an additional 188,915 shares during the quarter. Wells Fargo & Co accounts for 1.3% of Stone Ridge Asset […]

SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS) Shares Sold by Strategic Wealth Partners Ltd.

Strategic Wealth Partners Ltd. trimmed its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS) by 34.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 118,053 shares of the company’s stock after selling 62,828 shares during the period. SPDR Portfolio Short […]

Stone Ridge Asset Management LLC Buys 90,800 Shares of Raytheon (NYSE:RTN)

Stone Ridge Asset Management LLC boosted its holdings in Raytheon (NYSE:RTN) by 395.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 113,786 shares of the aerospace company’s stock after buying an additional 90,800 shares during the quarter. Raytheon makes up 1.2% of Stone […]

Seizert Capital Partners LLC Sells 2,519 Shares of Fabrinet (NYSE:FN)

Seizert Capital Partners LLC reduced its holdings in Fabrinet (NYSE:FN) by 4.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,432 shares of the technology company’s stock after selling 2,519 shares during the quarter. Seizert Capital Partners LLC owned 0.16% of Fabrinet […]

Mirador Capital Partners LP Raises Stock Position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (NYSEARCA:BSJL)

Mirador Capital Partners LP lifted its stake in shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF (NYSEARCA:BSJL) by 11.6% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 97,657 shares of the company’s stock after acquiring an additional 10,114 shares during the quarter. Invesco BulletShares 2021 High Yield Corporate Bond ETF […]

Strategic Wealth Partners Ltd. Sells 482 Shares of Anthem Inc (NYSE:ANTM)

Strategic Wealth Partners Ltd. reduced its holdings in shares of Anthem Inc (NYSE:ANTM) by 9.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,666 shares of the company’s stock after selling 482 shares during the quarter. Strategic Wealth Partners Ltd.’s holdings […]

3M Co (NYSE:MMM) Shares Sold by Strategic Wealth Partners Ltd.

Strategic Wealth Partners Ltd. cut its stake in 3M Co (NYSE:MMM) by 4.2% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 4,852 shares of the conglomerate’s stock after selling 212 shares during the period. Strategic Wealth Partners Ltd.’s holdings in 3M were worth $841,000 as of its most recent filing with the […]

Strategic Wealth Partners Ltd. Sells 3,104 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Strategic Wealth Partners Ltd. reduced its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 21.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,567 shares of the company’s stock after selling 3,104 shares during the period. Strategic Wealth Partners Ltd.’s […]

Mirador Capital Partners LP Makes New Investment in Stars Group Inc (NASDAQ:TSG)

Mirador Capital Partners LP purchased a new position in shares of Stars Group Inc (NASDAQ:TSG) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 72,720 shares of the company’s stock, valued at approximately $1,241,000. A number of other institutional […]

Reynders McVeigh Capital Management LLC Acquires 324 Shares of Alphabet Inc (NASDAQ:GOOG)

Reynders McVeigh Capital Management LLC lifted its holdings in shares of Alphabet Inc (NASDAQ:GOOG) by 3.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 9,613 shares of the information services provider’s stock after purchasing an additional 324 shares during the period. Reynders McVeigh Capital Management LLC’s holdings in Alphabet were worth $10,391,000 as of […]

Reynders McVeigh Capital Management LLC Decreases Stake in United Technologies Co. (NYSE:UTX)

Reynders McVeigh Capital Management LLC decreased its position in United Technologies Co. (NYSE:UTX) by 5.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,685 shares of the conglomerate’s stock after selling 1,585 shares during the period. Reynders McVeigh Capital Management LLC’s holdings in […]

Reynders McVeigh Capital Management LLC Grows Position in Home Depot Inc (NYSE:HD)

Reynders McVeigh Capital Management LLC lifted its stake in shares of Home Depot Inc (NYSE:HD) by 3.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 23,770 shares of the home improvement retailer’s stock after buying an additional 822 shares during the quarter. Reynders […]

Automatic Data Processing (NASDAQ:ADP) Shares Sold by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC lessened its holdings in Automatic Data Processing (NASDAQ:ADP) by 4.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 109,775 shares of the business services provider’s stock after selling 4,832 shares during the quarter. Automatic Data […]

Prime Capital Investment Advisors LLC Has $1.03 Million Stock Position in Constellation Brands, Inc. (NYSE:STZ)

Prime Capital Investment Advisors LLC trimmed its position in Constellation Brands, Inc. (NYSE:STZ) by 76.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,217 shares of the company’s stock after selling 17,382 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings […]

Prime Capital Investment Advisors LLC Increases Holdings in Occidental Petroleum Co. (NYSE:OXY)

Prime Capital Investment Advisors LLC grew its holdings in Occidental Petroleum Co. (NYSE:OXY) by 3,687.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,749 shares of the oil and gas producer’s stock after acquiring an additional 13,386 shares during the period. […]

Prime Capital Investment Advisors LLC Makes New $1.39 Million Investment in Emerson Electric Co. (NYSE:EMR)

Prime Capital Investment Advisors LLC bought a new position in shares of Emerson Electric Co. (NYSE:EMR) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 20,765 shares of the industrial products company’s stock, valued at approximately $1,385,000. A number […]

Prime Capital Investment Advisors LLC Makes New $588,000 Investment in FS KKR Capital Corp (NYSE:FSK)

Prime Capital Investment Advisors LLC acquired a new position in shares of FS KKR Capital Corp (NYSE:FSK) in the second quarter, HoldingsChannel.com reports. The firm acquired 98,668 shares of the company’s stock, valued at approximately $588,000. A number of other hedge funds also recently added to or reduced their stakes in the business. Horan Securities […]

Ford Motor (NYSE:F) Shares Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC reduced its stake in shares of Ford Motor (NYSE:F) by 67.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,528 shares of the auto manufacturer’s stock after selling 352,161 shares during the quarter. Prime Capital Investment Advisors […]

Tower Bridge Advisors Boosts Stake in Concho Resources Inc (NYSE:CXO)

Tower Bridge Advisors raised its holdings in shares of Concho Resources Inc (NYSE:CXO) by 57.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,000 shares of the oil and natural gas company’s stock after buying an additional 1,095 shares during […]

Tower Bridge Advisors Lowers Position in PNC Financial Services Group Inc (NYSE:PNC)

Tower Bridge Advisors decreased its stake in PNC Financial Services Group Inc (NYSE:PNC) by 2.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,805 shares of the financial services provider’s stock after selling 121 shares during the period. Tower Bridge Advisors’ holdings […]

NextEra Energy Inc (NYSE:NEE) Shares Bought by Mid Atlantic Financial Management Inc. ADV

Mid Atlantic Financial Management Inc. ADV increased its stake in NextEra Energy Inc (NYSE:NEE) by 6.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,402 shares of the utilities provider’s stock after purchasing an additional 478 shares during the quarter. Mid Atlantic […]

Mid Atlantic Financial Management Inc. ADV Buys 4,074 Shares of Advent Claymore Convertible Sec & Inc Fd (NYSE:AVK)

Mid Atlantic Financial Management Inc. ADV grew its stake in shares of Advent Claymore Convertible Sec & Inc Fd (NYSE:AVK) by 4.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 99,193 shares of the investment management company’s stock after buying an additional […]

SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Mid Atlantic Financial Management Inc. ADV

Mid Atlantic Financial Management Inc. ADV increased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD) by 2.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,623 shares of the exchange traded fund’s stock after purchasing an additional 241 shares during the […]