Home » SEC Filing Articles

Image for Summit Financial Group Inc. Sells 448 Shares of iShares S&P 500 ETF (NYSEARCA:IVV)

Summit Financial Group Inc. Sells 448 Shares of iShares S&P 500 ETF (NYSEARCA:IVV)

Summit Financial Group Inc. reduced its holdings in iShares S&P 500 ETF (NYSEARCA:IVV) by 4.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Hikari Power Ltd Sells 9,000 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Hikari Power Ltd Sells 9,000 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Hikari Power Ltd trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 20.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Bath Savings Trust Co

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Bath Savings Trust Co

Bath Savings Trust Co cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 1.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,145 shares of... More of this article »
Image for Bath Savings Trust Co Decreases Stake in The Coca-Cola Company (NYSE:KO)

Bath Savings Trust Co Decreases Stake in The Coca-Cola Company (NYSE:KO)

Bath Savings Trust Co reduced its stake in shares of The Coca-Cola Company (NYSE:KO) by 7.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 87,945 shares of the company’s... More of this article »
Image for Bath Savings Trust Co Purchases 5,448 Shares of Verizon Communications Inc. (NYSE:VZ)

Bath Savings Trust Co Purchases 5,448 Shares of Verizon Communications Inc. (NYSE:VZ)

Bath Savings Trust Co grew its position in shares of Verizon Communications Inc. (NYSE:VZ) by 6.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for WealthTrust Asset Management LLC Buys Shares of 10,389 American Tower Co. (REIT) (NYSE:AMT)

WealthTrust Asset Management LLC Buys Shares of 10,389 American Tower Co. (REIT) (NYSE:AMT)

WealthTrust Asset Management LLC purchased a new position in American Tower Co. (REIT) (NYSE:AMT) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 10,389... More of this article »
Image for Bath Savings Trust Co Has $4.11 Million Position in Visa Inc. (NYSE:V)

Bath Savings Trust Co Has $4.11 Million Position in Visa Inc. (NYSE:V)

Bath Savings Trust Co increased its stake in Visa Inc. (NYSE:V) by 3.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 17,586 shares of the credit-card processor’s stock after... More of this article »
Image for American Tower Co. (REIT) (NYSE:AMT) Stock Holdings Lifted by JLP Asset Management LLC

American Tower Co. (REIT) (NYSE:AMT) Stock Holdings Lifted by JLP Asset Management LLC

JLP Asset Management LLC lifted its position in American Tower Co. (REIT) (NYSE:AMT) by 20.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Metropolis Capital Ltd Acquires 230,186 Shares of Visa Inc. (NYSE:V)

Metropolis Capital Ltd Acquires 230,186 Shares of Visa Inc. (NYSE:V)

Metropolis Capital Ltd raised its holdings in Visa Inc. (NYSE:V) by 33.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 912,696 shares... More of this article »
Image for WealthTrust Asset Management LLC Acquires Shares of 10,555 Visa Inc. (NYSE:V)

WealthTrust Asset Management LLC Acquires Shares of 10,555 Visa Inc. (NYSE:V)

WealthTrust Asset Management LLC acquired a new position in shares of Visa Inc. (NYSE:V) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 10,555 shares of the... More of this article »
Image for Comcast Co. (NASDAQ:CMCSA) Shares Purchased by Tandem Investment Advisors Inc.

Comcast Co. (NASDAQ:CMCSA) Shares Purchased by Tandem Investment Advisors Inc.

Tandem Investment Advisors Inc. increased its position in shares of Comcast Co. (NASDAQ:CMCSA) by 13.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for State of Alaska Department of Revenue Sells 32,565 Shares of Costco Wholesale Co. (NASDAQ:COST)

State of Alaska Department of Revenue Sells 32,565 Shares of Costco Wholesale Co. (NASDAQ:COST)

State of Alaska Department of Revenue lowered its holdings in Costco Wholesale Co. (NASDAQ:COST) by 26.2% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for State of Alaska Department of Revenue Has $36.38 Million Stake in Costco Wholesale Co. (NASDAQ:COST)

State of Alaska Department of Revenue Has $36.38 Million Stake in Costco Wholesale Co. (NASDAQ:COST)

State of Alaska Department of Revenue decreased its position in shares of Costco Wholesale Co. (NASDAQ:COST) by 26.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) is State of Alaska Department of Revenue’s 6th Largest Position

Alphabet Inc. (NASDAQ:GOOG) is State of Alaska Department of Revenue’s 6th Largest Position

State of Alaska Department of Revenue trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 0.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Hodges Capital Management Inc. Reduces Holdings in Target Co. (NYSE:TGT)

Hodges Capital Management Inc. Reduces Holdings in Target Co. (NYSE:TGT)

Hodges Capital Management Inc. lowered its position in shares of Target Co. (NYSE:TGT) by 29.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,783... More of this article »
Image for Paragon Wealth Strategies LLC Has $12.18 Million Position in Vanguard Total International Bond Index Fund ETF Shares (NASDAQ:BNDX)

Paragon Wealth Strategies LLC Has $12.18 Million Position in Vanguard Total International Bond Index Fund ETF Shares (NASDAQ:BNDX)

Paragon Wealth Strategies LLC lowered its position in Vanguard Total International Bond Index Fund ETF Shares (NASDAQ:BNDX) by 11.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Hohimer Wealth Management LLC Raises Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)

Hohimer Wealth Management LLC Raises Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)

Hohimer Wealth Management LLC boosted its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 9.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,580 shares of the wireless technology... More of this article »
Image for Pure Financial Advisors Inc. Raises Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)

Pure Financial Advisors Inc. Raises Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)

Pure Financial Advisors Inc. grew its stake in QUALCOMM Incorporated (NASDAQ:QCOM) by 4.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Gradient Investments LLC Raises Stake in Raytheon Technologies Co. (NYSE:RTX)

Gradient Investments LLC Raises Stake in Raytheon Technologies Co. (NYSE:RTX)

Gradient Investments LLC boosted its holdings in shares of Raytheon Technologies Co. (NYSE:RTX) by 1.7% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 217,956 shares of the company’s... More of this article »
Image for Gradient Investments LLC Boosts Stake in McDonald’s Co. (NYSE:MCD)

Gradient Investments LLC Boosts Stake in McDonald’s Co. (NYSE:MCD)

Gradient Investments LLC boosted its stake in shares of McDonald’s Co. (NYSE:MCD) by 3.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Gradient Investments LLC Has $12.32 Million Holdings in CVS Health Co. (NYSE:CVS)

Gradient Investments LLC Has $12.32 Million Holdings in CVS Health Co. (NYSE:CVS)

Gradient Investments LLC raised its holdings in shares of CVS Health Co. (NYSE:CVS) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 147,662 shares... More of this article »
Image for Gradient Investments LLC Raises Stock Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)

Gradient Investments LLC Raises Stock Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)

Gradient Investments LLC lifted its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Stock Holdings Increased by Gradient Investments LLC

Exxon Mobil Co. (NYSE:XOM) Stock Holdings Increased by Gradient Investments LLC

Gradient Investments LLC increased its position in Exxon Mobil Co. (NYSE:XOM) by 0.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 315,511 shares of the oil and gas company’s... More of this article »
Image for Gradient Investments LLC Buys 152 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Gradient Investments LLC Buys 152 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Gradient Investments LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Image for Altria Group, Inc. (NYSE:MO) Shares Sold by Geneos Wealth Management Inc.

Altria Group, Inc. (NYSE:MO) Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. cut its position in Altria Group, Inc. (NYSE:MO) by 15.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 97,353 shares of the company’s stock... More of this article »