Home » SEC Filing Articles

Mather Group LLC. Sells 152 Shares of IQVIA Holdings Inc. (NYSE:IQV)

Mather Group LLC. Sells 152 Shares of IQVIA Holdings Inc. (NYSE:IQV)

Mather Group LLC. lessened its stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 26.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 419 shares of... More of this article »
abrdn plc Has $14.17 Million Stake in IQVIA Holdings Inc. (NYSE:IQV)

abrdn plc Has $14.17 Million Stake in IQVIA Holdings Inc. (NYSE:IQV)

abrdn plc lowered its position in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 12.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 71,965 shares of the medical research... More of this article »
Mather Group LLC. Sells 1,313 Shares of Ford Motor (NYSE:F)

Mather Group LLC. Sells 1,313 Shares of Ford Motor (NYSE:F)

Mather Group LLC. lessened its holdings in shares of Ford Motor (NYSE:F – Free Report) by 18.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Verity Asset Management Inc. Purchases 161 Shares of Exxon Mobil Co. (NYSE:XOM)

Verity Asset Management Inc. Purchases 161 Shares of Exxon Mobil Co. (NYSE:XOM)

Verity Asset Management Inc. raised its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
RMR Capital Management LLC Has $3.67 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

RMR Capital Management LLC Has $3.67 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

RMR Capital Management LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
FSA Advisors Inc. Has $404,000 Holdings in Alphabet Inc. (NASDAQ:GOOGL)

FSA Advisors Inc. Has $404,000 Holdings in Alphabet Inc. (NASDAQ:GOOGL)

FSA Advisors Inc. boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 25.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Commonwealth Financial Services LLC Has $1.99 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)

Commonwealth Financial Services LLC Has $1.99 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)

Commonwealth Financial Services LLC increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Robbins Farley Has $333,000 Position in Tesla, Inc. (NASDAQ:TSLA)

Robbins Farley Has $333,000 Position in Tesla, Inc. (NASDAQ:TSLA)

Robbins Farley grew its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 28.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Calton & Associates Inc. Sells 2,298 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Calton & Associates Inc. Sells 2,298 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Calton & Associates Inc. trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 52.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,111 shares of the... More of this article »
Fiduciary Advisors Inc. Invests $39,000 in Alphabet Inc. (NASDAQ:GOOGL)

Fiduciary Advisors Inc. Invests $39,000 in Alphabet Inc. (NASDAQ:GOOGL)

Fiduciary Advisors Inc. bought a new position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 206 shares of the information services... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Tempus Wealth Planning LLC

Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC increased its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cyr Financial Inc. Sells 220 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Cyr Financial Inc. Sells 220 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Cyr Financial Inc. trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.6% in the fourth quarter, HoldingsChannel reports. The firm owned 4,528 shares of the information services provider’s stock... More of this article »
Quantum Financial Planning Services Inc. Purchases Shares of 2,633 Alphabet Inc. (NASDAQ:GOOGL)

Quantum Financial Planning Services Inc. Purchases Shares of 2,633 Alphabet Inc. (NASDAQ:GOOGL)

Quantum Financial Planning Services Inc. purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 2,633 shares of the information... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Hixon Zuercher LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Hixon Zuercher LLC

Hixon Zuercher LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 28,212 shares of the information services provider’s... More of this article »
Mediolanum International Funds Ltd Has $171.77 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Mediolanum International Funds Ltd Has $171.77 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Mediolanum International Funds Ltd cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Stephens Consulting LLC Acquires 891 Shares of Tesla, Inc. (NASDAQ:TSLA)

Stephens Consulting LLC Acquires 891 Shares of Tesla, Inc. (NASDAQ:TSLA)

Stephens Consulting LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 126.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Clarity Financial LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Clarity Financial LLC

Clarity Financial LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 27.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Mather Group LLC. Purchases 5,681 Shares of Exxon Mobil Co. (NYSE:XOM)

Mather Group LLC. Purchases 5,681 Shares of Exxon Mobil Co. (NYSE:XOM)

Mather Group LLC. increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Cullinan Associates Inc. Sells 2,400 Shares of Tesla, Inc. (NASDAQ:TSLA)

Cullinan Associates Inc. Sells 2,400 Shares of Tesla, Inc. (NASDAQ:TSLA)

Cullinan Associates Inc. lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Sloy Dahl & Holst LLC Acquires 3,468 Shares of Exxon Mobil Co. (NYSE:XOM)

Sloy Dahl & Holst LLC Acquires 3,468 Shares of Exxon Mobil Co. (NYSE:XOM)

Sloy Dahl & Holst LLC lifted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 78.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Brown Lisle Cummings Inc. Acquires 1,532 Shares of Exxon Mobil Co. (NYSE:XOM)

Brown Lisle Cummings Inc. Acquires 1,532 Shares of Exxon Mobil Co. (NYSE:XOM)

Brown Lisle Cummings Inc. increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Kathleen S. Wright Associates Inc.

Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates Inc. decreased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Pennsylvania Capital Management Inc. ADV Invests $902,000 in Tesla, Inc. (NASDAQ:TSLA)

Pennsylvania Capital Management Inc. ADV Invests $902,000 in Tesla, Inc. (NASDAQ:TSLA)

Pennsylvania Capital Management Inc. ADV acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Pennsylvania Capital Management Inc. ADV Increases Holdings in Exxon Mobil Co. (NYSE:XOM)

Pennsylvania Capital Management Inc. ADV Increases Holdings in Exxon Mobil Co. (NYSE:XOM)

Pennsylvania Capital Management Inc. ADV lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 17.2% in the 4th quarter, HoldingsChannel reports. The firm owned 6,578 shares of the oil and gas company’s stock... More of this article »
Commonwealth Financial Services LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Commonwealth Financial Services LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Commonwealth Financial Services LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 1,061 shares of the electric vehicle producer’s... More of this article »