Home » SEC Filing Articles

Elite Wealth Management Inc. Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Elite Wealth Management Inc. Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Elite Wealth Management Inc. lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 156,621 shares of the... More of this article »
Prosperity Wealth Management Inc. Has $546,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Prosperity Wealth Management Inc. Has $546,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Prosperity Wealth Management Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 25.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Sloy Dahl & Holst LLC Raises Position in Alphabet Inc. (NASDAQ:GOOGL)

Sloy Dahl & Holst LLC Raises Position in Alphabet Inc. (NASDAQ:GOOGL)

Sloy Dahl & Holst LLC grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 37.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Lindbrook Capital LLC Acquires 267 Shares of Global Payments Inc. (NYSE:GPN)

Lindbrook Capital LLC Acquires 267 Shares of Global Payments Inc. (NYSE:GPN)

Lindbrook Capital LLC increased its holdings in Global Payments Inc. (NYSE:GPN – Free Report) by 54.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Quantum Private Wealth LLC Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Quantum Private Wealth LLC Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Quantum Private Wealth LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
TRUE Private Wealth Advisors Has $4.54 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

TRUE Private Wealth Advisors Has $4.54 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

TRUE Private Wealth Advisors reduced its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Scissortail Wealth Management LLC Buys 10,650 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Scissortail Wealth Management LLC Buys 10,650 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Scissortail Wealth Management LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 274.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Goodman Advisory Group LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Goodman Advisory Group LLC

Goodman Advisory Group LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 28.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 37,417 shares of the information... More of this article »
Kiley Juergens Wealth Management LLC Sells 80 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Kiley Juergens Wealth Management LLC Sells 80 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Kiley Juergens Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Greenleaf Trust Cuts Stock Holdings in CF Industries Holdings, Inc. (NYSE:CF)

Greenleaf Trust Cuts Stock Holdings in CF Industries Holdings, Inc. (NYSE:CF)

Greenleaf Trust lowered its stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
CapWealth Advisors LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

CapWealth Advisors LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

CapWealth Advisors LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 64.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Delta Financial Advisors LLC Increases Stake in JPMorgan Chase & Co. (NYSE:JPM)

Delta Financial Advisors LLC Increases Stake in JPMorgan Chase & Co. (NYSE:JPM)

Delta Financial Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
abrdn plc Grows Stock Holdings in Exelon Co. (NASDAQ:EXC)

abrdn plc Grows Stock Holdings in Exelon Co. (NASDAQ:EXC)

abrdn plc grew its stake in shares of Exelon Co. (NASDAQ:EXC – Free Report) by 70.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Greenleaf Trust Takes $235,000 Position in Essential Utilities, Inc. (NYSE:WTRG)

Greenleaf Trust Takes $235,000 Position in Essential Utilities, Inc. (NYSE:WTRG)

Greenleaf Trust purchased a new stake in Essential Utilities, Inc. (NYSE:WTRG – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Investors Asset Management of Georgia Inc. GA ADV Sells 2,499 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Investors Asset Management of Georgia Inc. GA ADV Sells 2,499 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Investors Asset Management of Georgia Inc. GA ADV reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Greenleaf Trust Sells 542 Shares of Boston Properties, Inc. (NYSE:BXP)

Greenleaf Trust Sells 542 Shares of Boston Properties, Inc. (NYSE:BXP)

Greenleaf Trust trimmed its position in Boston Properties, Inc. (NYSE:BXP – Free Report) by 12.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Discover Financial Services (NYSE:DFS) Shares Bought by Lindbrook Capital LLC

Discover Financial Services (NYSE:DFS) Shares Bought by Lindbrook Capital LLC

Lindbrook Capital LLC grew its stake in Discover Financial Services (NYSE:DFS) by 110.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Henry Schein, Inc. (NASDAQ:HSIC) Shares Sold by Xponance Inc.

Henry Schein, Inc. (NASDAQ:HSIC) Shares Sold by Xponance Inc.

Xponance Inc. cut its position in Henry Schein, Inc. (NASDAQ:HSIC – Free Report) by 11.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Greenleaf Trust Purchases Shares of 1,576 Coinbase Global, Inc. (NASDAQ:COIN)

Greenleaf Trust Purchases Shares of 1,576 Coinbase Global, Inc. (NASDAQ:COIN)

Greenleaf Trust acquired a new stake in Coinbase Global, Inc. (NASDAQ:COIN) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,576 shares... More of this article »
abrdn plc Increases Stake in Fair Isaac Co. (NYSE:FICO)

abrdn plc Increases Stake in Fair Isaac Co. (NYSE:FICO)

abrdn plc raised its stake in shares of Fair Isaac Co. (NYSE:FICO – Free Report) by 33.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
Twin Capital Management Inc. Grows Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Twin Capital Management Inc. Grows Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Twin Capital Management Inc. boosted its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
1,567 Shares in DICK’S Sporting Goods, Inc. (NYSE:DKS) Bought by Greenleaf Trust

1,567 Shares in DICK’S Sporting Goods, Inc. (NYSE:DKS) Bought by Greenleaf Trust

Greenleaf Trust purchased a new position in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Ninety One UK Ltd

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Ninety One UK Ltd

Ninety One UK Ltd decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Carnival Co. & plc (NYSE:CCL) Stake Boosted by J.W. Cole Advisors Inc.

Carnival Co. & plc (NYSE:CCL) Stake Boosted by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. grew its stake in shares of Carnival Co. & plc (NYSE:CCL – Free Report) by 10.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Greenleaf Trust Sells 319 Shares of Waters Co. (NYSE:WAT)

Greenleaf Trust Sells 319 Shares of Waters Co. (NYSE:WAT)

Greenleaf Trust decreased its holdings in shares of Waters Co. (NYSE:WAT – Free Report) by 28.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »