Home » SEC Filing Articles
Blue Bell Private Wealth Management LLC Has $56,000 Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Blue Bell Private Wealth Management LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 30.0% in the third quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
California Public Employees Retirement System Raises Stock Holdings in Starbucks Co. (NASDAQ:SBUX)
California Public Employees Retirement System boosted its holdings in Starbucks Co. (NASDAQ:SBUX – Get Rating) by 12.0% in the third quarter, HoldingsChannel reports. The firm owned 3,170,565 shares of the coffee company’s... More of this article »
California Public Employees Retirement System Boosts Holdings in S&P Global Inc. (NYSE:SPGI)
California Public Employees Retirement System grew its position in S&P Global Inc. (NYSE:SPGI – Get Rating) by 16.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
USS Investment Management Ltd Sells 2,068 Shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX)
USS Investment Management Ltd reduced its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Get Rating) by 11.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by O Dell Group LLC
O Dell Group LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 1.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Bedel Financial Consulting Inc. Boosts Position in JPMorgan Chase & Co. (NYSE:JPM)
Bedel Financial Consulting Inc. raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 32,747 shares of the financial services provider’s stock after... More of this article »
Salem Investment Counselors Inc. Has $243,000 Stake in United Parcel Service, Inc. (NYSE:UPS)
Salem Investment Counselors Inc. lifted its position in United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 77.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Congress Wealth Management LLC DE Has $9.48 Million Stock Position in Zebra Technologies Co. (NASDAQ:ZBRA)
Congress Wealth Management LLC DE lifted its stake in Zebra Technologies Co. (NASDAQ:ZBRA – Get Rating) by 2.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
IDEXX Laboratories, Inc. (NASDAQ:IDXX) Shares Sold by Congress Asset Management Co. MA
Congress Asset Management Co. MA lessened its holdings in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Get Rating) by 61.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Paragon Capital Management LLC Boosts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Paragon Capital Management LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 4.5% during the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Caterpillar Inc. (NYSE:CAT) Shares Bought by Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC raised its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 1.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Congress Wealth Management LLC DE Cuts Stake in VanEck Gold Miners ETF (NYSEARCA:GDX)
Congress Wealth Management LLC DE lowered its holdings in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Get Rating) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Stake Lifted by Congress Wealth Management LLC DE
Congress Wealth Management LLC DE grew its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Get Rating) by 5.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 67,706... More of this article »
California Public Employees Retirement System Has $223.56 Million Holdings in The Goldman Sachs Group, Inc. (NYSE:GS)
California Public Employees Retirement System grew its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 18.4% during the third quarter, according to the company in its most recent filing with the... More of this article »
Ironwood Investment Counsel LLC Has $340,000 Holdings in Honeywell International Inc. (NASDAQ:HON)
Ironwood Investment Counsel LLC cut its stake in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) by 10.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ford Motor (NYSE:F) Stock Holdings Boosted by Resources Investment Advisors LLC.
Resources Investment Advisors LLC. lifted its position in shares of Ford Motor (NYSE:F – Get Rating) by 11.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 96,193 shares of the auto... More of this article »
Salem Investment Counselors Inc. Increases Holdings in Starbucks Co. (NASDAQ:SBUX)
Salem Investment Counselors Inc. lifted its position in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) by 4.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Wayfinding Financial LLC
Wayfinding Financial LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 10.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Fort Pitt Capital Group LLC Grows Position in JPMorgan Chase & Co. (NYSE:JPM)
Fort Pitt Capital Group LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Liberty Capital Management Inc. Sells 90 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Liberty Capital Management Inc. reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,702 shares of the financial... More of this article »
MUFG Securities EMEA plc Takes $15.48 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
MUFG Securities EMEA plc purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
CCLA Investment Management Makes New $55.64 Million Investment in JPMorgan Chase & Co. (NYSE:JPM)
CCLA Investment Management bought a new position in JPMorgan Chase & Co. (NYSE:JPM – Get Rating) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 531,022 shares... More of this article »
Synergy Asset Management LLC Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)
Synergy Asset Management LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »