SEC Filing Articles

Mycio Wealth Partners LLC Has $313,000 Stake in Bank of New York Mellon Corp (BK)

Mycio Wealth Partners LLC lifted its position in Bank of New York Mellon Corp (NYSE:BK) by 7.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,204 shares of the bank’s stock after purchasing an additional 450 shares during the […]

Strs Ohio Has $39.36 Million Stake in iShares MSCI Emerging Markets ETF (EEM)

Strs Ohio decreased its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 51.8% during the 1st quarter, HoldingsChannel reports. The fund owned 917,000 shares of the exchange traded fund’s stock after selling 986,000 shares during the quarter. Strs Ohio’s holdings in iShares MSCI Emerging Markets ETF were worth $39,357,000 as of its most recent […]

Strs Ohio Sells 199,989 Shares of Qorvo Inc (QRVO)

Strs Ohio lessened its holdings in Qorvo Inc (NASDAQ:QRVO) by 28.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 500,230 shares of the semiconductor company’s stock after selling 199,989 shares during the period. Strs Ohio’s holdings in Qorvo were worth $35,881,000 at […]

Clorox Co (CLX) Stake Lessened by Wedbush Securities Inc.

Wedbush Securities Inc. trimmed its position in shares of Clorox Co (NYSE:CLX) by 2.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,090 shares of the company’s stock after selling 109 shares during the quarter. Wedbush Securities Inc.’s holdings […]

American Electric Power Company Inc (AEP) Shares Sold by Wedbush Securities Inc.

Wedbush Securities Inc. reduced its holdings in American Electric Power Company Inc (NYSE:AEP) by 1.4% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,391 shares of the utilities provider’s stock after selling 151 shares during the quarter. Wedbush Securities Inc.’s holdings in American […]

Edwards Lifesciences Corp (EW) Position Increased by Wedbush Securities Inc.

Wedbush Securities Inc. increased its holdings in shares of Edwards Lifesciences Corp (NYSE:EW) by 9.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,875 shares of the medical research company’s stock after acquiring an additional 405 shares during the quarter. Wedbush Securities […]

Boston Properties, Inc. (BXP) Shares Sold by New Mexico Educational Retirement Board

New Mexico Educational Retirement Board reduced its holdings in shares of Boston Properties, Inc. (NYSE:BXP) by 1.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,923 shares of the real estate investment trust’s stock after selling 200 shares during […]

New Mexico Educational Retirement Board Decreases Holdings in Verisk Analytics, Inc. (VRSK)

New Mexico Educational Retirement Board trimmed its position in shares of Verisk Analytics, Inc. (NASDAQ:VRSK) by 0.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,700 shares of the business services provider’s stock after selling 100 shares during the period. New […]

New Mexico Educational Retirement Board Sells 700 Shares of Ventas, Inc. (VTR)

New Mexico Educational Retirement Board cut its holdings in shares of Ventas, Inc. (NYSE:VTR) by 2.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,676 shares of the real estate investment trust’s stock after selling 700 shares during the period. […]

New Mexico Educational Retirement Board Sells 700 Shares of PACCAR Inc (PCAR)

New Mexico Educational Retirement Board cut its holdings in shares of PACCAR Inc (NASDAQ:PCAR) by 2.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,103 shares of the company’s stock after selling 700 shares during the period. New Mexico Educational […]

Peterson Wealth Advisors LLC Trims Position in iShares Core S&P Small-Cap ETF (IJR)

Peterson Wealth Advisors LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 19.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 19,170 shares of the exchange traded fund’s stock after selling 4,660 shares during the quarter. iShares […]

Meeder Asset Management Inc. Has $746,000 Holdings in Zions Bancorporation NA (ZION)

Meeder Asset Management Inc. boosted its stake in shares of Zions Bancorporation NA (NASDAQ:ZION) by 5.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,440 shares of the bank’s stock after buying an additional 818 shares during the period. […]

United Therapeutics Co. (UTHR) Holdings Trimmed by Meeder Asset Management Inc.

Meeder Asset Management Inc. lowered its stake in shares of United Therapeutics Co. (NASDAQ:UTHR) by 25.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,526 shares of the biotechnology company’s stock after selling 2,252 shares during the period. Meeder Asset Management […]

8,653 Shares in Allegion PLC (ALLE) Purchased by Meeder Asset Management Inc.

Meeder Asset Management Inc. bought a new position in shares of Allegion PLC (NYSE:ALLE) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,653 shares of the scientific and technical instruments company’s stock, valued at approximately $785,000. Several other large investors […]

SM Energy Co (SM) Shares Bought by Meeder Asset Management Inc.

Meeder Asset Management Inc. raised its stake in shares of SM Energy Co (NYSE:SM) by 4,634.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 45,690 shares of the energy company’s stock after buying an additional 44,725 shares during the period. […]

Meeder Asset Management Inc. Has $815,000 Stake in Dillard’s, Inc. (DDS)

Meeder Asset Management Inc. reduced its stake in Dillard’s, Inc. (NYSE:DDS) by 5.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,326 shares of the company’s stock after selling 705 shares during the quarter. Meeder Asset Management Inc.’s holdings […]

Gilead Sciences, Inc. (GILD) Position Raised by Meeder Asset Management Inc.

Meeder Asset Management Inc. boosted its stake in Gilead Sciences, Inc. (NASDAQ:GILD) by 3.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 92,850 shares of the biopharmaceutical company’s stock after purchasing an additional 2,671 shares during the quarter. Meeder Asset Management Inc.’s holdings in […]

Pennsylvania Trust Co Takes $1.43 Million Position in Suncor Energy Inc. (SU)

Pennsylvania Trust Co purchased a new stake in Suncor Energy Inc. (NYSE:SU) (TSE:SU) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 27,561 shares of the oil and gas producer’s stock, valued at approximately $1,425,000. Other hedge funds also […]

Pennsylvania Trust Co Buys Shares of 7,800 HB Fuller Co (FUL)

Pennsylvania Trust Co bought a new stake in HB Fuller Co (NYSE:FUL) during the first quarter, according to its most recent disclosure with the SEC. The firm bought 7,800 shares of the specialty chemicals company’s stock, valued at approximately $1,563,000. Several other hedge funds and other institutional investors also recently bought and sold shares of […]

Skyworks Solutions Inc (SWKS) Shares Sold by Pennsylvania Trust Co

Pennsylvania Trust Co lowered its position in shares of Skyworks Solutions Inc (NASDAQ:SWKS) by 44.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,584 shares of the semiconductor manufacturer’s stock after selling 11,906 shares during the period. Pennsylvania Trust […]

Pennsylvania Trust Co Trims Position in Occidental Petroleum Co. (OXY)

Pennsylvania Trust Co reduced its position in Occidental Petroleum Co. (NYSE:OXY) by 43.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,859 shares of the oil and gas producer’s stock after selling 24,796 shares during the quarter. Pennsylvania Trust Co’s […]

Paragon Capital Management LLC Has $10.61 Million Holdings in Nike Inc (NKE)

Paragon Capital Management LLC decreased its position in Nike Inc (NYSE:NKE) by 3.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 125,997 shares of the footwear maker’s stock after selling 4,151 shares during the quarter. Nike accounts for about 5.0% of […]

Pennsylvania Trust Co Purchases New Position in Sprott Physical Gold and Silver Trust (CEF)

Pennsylvania Trust Co purchased a new stake in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 54,368 shares of the company’s stock, valued at approximately $1,726,000. Several other institutional investors and hedge funds have […]

Quantitative Systematic Strategies LLC Invests $204,000 in PennyMac Mortgage Investment Trust (PMT)

Quantitative Systematic Strategies LLC acquired a new stake in PennyMac Mortgage Investment Trust (NYSE:PMT) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 9,847 shares of the real estate investment trust’s stock, valued at approximately $204,000. Several other institutional investors and hedge funds have […]

Retrophin Inc (RTRX) Stake Decreased by Quantitative Systematic Strategies LLC

Quantitative Systematic Strategies LLC lessened its stake in shares of Retrophin Inc (NASDAQ:RTRX) by 57.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,911 shares of the biopharmaceutical company’s stock after selling 13,402 shares during the quarter. Quantitative Systematic Strategies LLC’s holdings in […]