Home » SEC Filing Articles

First National Bank of Mount Dora Trust Investment Services Sells 975 Shares of Lennar Co. (LEN)

First National Bank of Mount Dora Trust Investment Services Sells 975 Shares of Lennar Co. (LEN)

First National Bank of Mount Dora Trust Investment Services decreased its holdings in Lennar Co. (NYSE:LEN) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... 
First National Bank of Mount Dora Trust Investment Services Has $4.64 Million Stake in Illinois Tool Works Inc. (ITW)

First National Bank of Mount Dora Trust Investment Services Has $4.64 Million Stake in Illinois Tool Works Inc. (ITW)

First National Bank of Mount Dora Trust Investment Services cut its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW) by 6.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 27,816 shares... 
SemGroup Corp (SEMG) is Chickasaw Capital Management LLC’s 6th Largest Position

SemGroup Corp (SEMG) is Chickasaw Capital Management LLC’s 6th Largest Position

Chickasaw Capital Management LLC boosted its holdings in SemGroup Corp (NYSE:SEMG) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... 
Lululemon Athletica inc. (LULU) Holdings Cut by Chickasaw Capital Management LLC

Lululemon Athletica inc. (LULU) Holdings Cut by Chickasaw Capital Management LLC

Chickasaw Capital Management LLC lessened its stake in shares of Lululemon Athletica inc. (NASDAQ:LULU) by 17.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... 
United Parcel Service, Inc. (UPS) Shares Bought by Knights of Columbus Asset Advisors LLC

United Parcel Service, Inc. (UPS) Shares Bought by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC raised its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 54.2% during the 3rd quarter, Holdings Channel reports. The firm owned 12,662 shares of the transportation company’s... 
Cubist Systematic Strategies LLC Increases Stake in Halcon Resources Corporation (HK)

Cubist Systematic Strategies LLC Increases Stake in Halcon Resources Corporation (HK)

Cubist Systematic Strategies LLC grew its holdings in Halcon Resources Corporation (NYSE:HK) by 35.8% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 39,039 shares of the energy company’s... 
Union Pacific Co. (UNP) Shares Bought by TCW Group Inc.

Union Pacific Co. (UNP) Shares Bought by TCW Group Inc.

TCW Group Inc. increased its holdings in shares of Union Pacific Co. (NYSE:UNP) by 4.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned... 
JPMorgan Chase & Co. Increases Position in Seaspan Co. (SSW)

JPMorgan Chase & Co. Increases Position in Seaspan Co. (SSW)

JPMorgan Chase & Co. lifted its position in shares of Seaspan Co. (NYSE:SSW) by 76.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 318,452 shares of the shipping company’s stock after... 
Altria Group Inc (MO) Shares Sold by Candriam Luxembourg S.C.A.

Altria Group Inc (MO) Shares Sold by Candriam Luxembourg S.C.A.

Candriam Luxembourg S.C.A. trimmed its position in Altria Group Inc (NYSE:MO) by 11.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 360,123... 
Gabelli Funds LLC Has $38.15 Million Holdings in The Coca-Cola Co (KO)

Gabelli Funds LLC Has $38.15 Million Holdings in The Coca-Cola Co (KO)

Gabelli Funds LLC cut its stake in shares of The Coca-Cola Co (NYSE:KO) by 2.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 847,600 shares of the company’s stock... 
Public Employees Retirement System of Ohio Lowers Position in Tenneco Inc (TEN)

Public Employees Retirement System of Ohio Lowers Position in Tenneco Inc (TEN)

Public Employees Retirement System of Ohio decreased its position in Tenneco Inc (NYSE:TEN) by 89.2% in the third quarter, HoldingsChannel.com reports. The firm owned 5,897 shares of the auto parts company’s stock after selling... 
American Express Company (AXP) Shares Bought by First Republic Investment Management Inc.

American Express Company (AXP) Shares Bought by First Republic Investment Management Inc.

First Republic Investment Management Inc. raised its holdings in American Express Company (NYSE:AXP) by 11.5% in the third quarter, Holdings Channel reports. The fund owned 140,634 shares of the payment services company’s stock... 
Graco Inc. (GGG) Position Cut by Dimensional Fund Advisors LP

Graco Inc. (GGG) Position Cut by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP lessened its stake in Graco Inc. (NYSE:GGG) by 1.7% in the third quarter, HoldingsChannel reports. The institutional investor owned 368,085 shares of the industrial products company’s stock after... 
California State Teachers Retirement System Raises Position in Insmed Incorporated (INSM)

California State Teachers Retirement System Raises Position in Insmed Incorporated (INSM)

California State Teachers Retirement System increased its position in Insmed Incorporated (NASDAQ:INSM) by 8.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... 
Investment Partners Ltd. OH  ADV Buys 1,787 Shares of Cisco Systems, Inc. (CSCO)

Investment Partners Ltd. OH ADV Buys 1,787 Shares of Cisco Systems, Inc. (CSCO)

Investment Partners Ltd. OH ADV grew its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,069 shares... 
Advantus Capital Management Inc Has $19.25 Million Stake in UnitedHealth Group Inc (UNH)

Advantus Capital Management Inc Has $19.25 Million Stake in UnitedHealth Group Inc (UNH)

Advantus Capital Management Inc lifted its holdings in shares of UnitedHealth Group Inc (NYSE:UNH) by 1.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 98,302 shares of the healthcare conglomerate’s... 
Enova International Inc (ENVA) Shares Bought by Public Employees Retirement System of Ohio

Enova International Inc (ENVA) Shares Bought by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio increased its stake in shares of Enova International Inc (NYSE:ENVA) by 69.0% in the third quarter, Holdings Channel reports. The institutional investor owned 23,598 shares of the credit... 
Goelzer Investment Management Inc. Has $1.16 Million Position in Alphabet Inc (GOOGL)

Goelzer Investment Management Inc. Has $1.16 Million Position in Alphabet Inc (GOOGL)

Goelzer Investment Management Inc. trimmed its stake in shares of Alphabet Inc (NASDAQ:GOOGL) by 6.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Ameriprise Financial Inc. Has $1.80 Million Stake in Bright Horizons Family Solutions Inc (BFAM)

Ameriprise Financial Inc. Has $1.80 Million Stake in Bright Horizons Family Solutions Inc (BFAM)

Ameriprise Financial Inc. trimmed its holdings in shares of Bright Horizons Family Solutions Inc (NYSE:BFAM) by 31.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 20,877 shares of the company’s... 
Rothschild Capital Partners LLC Sells 2,516 Shares of Visa Inc (V)

Rothschild Capital Partners LLC Sells 2,516 Shares of Visa Inc (V)

Rothschild Capital Partners LLC lowered its holdings in shares of Visa Inc (NYSE:V) by 6.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
Procter & Gamble Company (The) (PG) Holdings Trimmed by Heritage Investors Management Corp

Procter & Gamble Company (The) (PG) Holdings Trimmed by Heritage Investors Management Corp

Heritage Investors Management Corp cut its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 0.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... 
New York State Common Retirement Fund Decreases Position in Omega Protein Co. (OME)

New York State Common Retirement Fund Decreases Position in Omega Protein Co. (OME)

New York State Common Retirement Fund trimmed its holdings in shares of Omega Protein Co. (NYSE:OME) by 39.3% in the third quarter, HoldingsChannel.com reports. The firm owned 25,100 shares of the company’s stock after selling... 
California Public Employees Retirement System Increases Stake in Bill Barrett Co. (BBG)

California Public Employees Retirement System Increases Stake in Bill Barrett Co. (BBG)

California Public Employees Retirement System grew its stake in shares of Bill Barrett Co. (NYSE:BBG) by 2.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,207,668 shares of the energy company’s... 
New York State Common Retirement Fund Has $335,000 Stake in Ichor Holdings, Ltd. (ICHR)

New York State Common Retirement Fund Has $335,000 Stake in Ichor Holdings, Ltd. (ICHR)

New York State Common Retirement Fund cut its stake in Ichor Holdings, Ltd. (NASDAQ:ICHR) by 92.3% in the third quarter, HoldingsChannel reports. The firm owned 12,500 shares of the technology company’s stock after selling 149,815... 
Cubist Systematic Strategies LLC Invests $259,000 in Meridian Bancorp, Inc. (EBSB) Stock

Cubist Systematic Strategies LLC Invests $259,000 in Meridian Bancorp, Inc. (EBSB) Stock

Cubist Systematic Strategies LLC bought a new stake in Meridian Bancorp, Inc. (NASDAQ:EBSB) in the third quarter, Holdings Channel reports. The fund bought 13,894 shares of the savings and loans company’s stock, valued at approximately... 
Okta Inc (OKTA) Shares Bought by Bank of New York Mellon Corp

Okta Inc (OKTA) Shares Bought by Bank of New York Mellon Corp

Bank of New York Mellon Corp lifted its holdings in Okta Inc (NASDAQ:OKTA) by 145.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 83,528 shares of... 
35,120 Shares in Mastercard Incorporated (MA) Purchased by Kiwi Wealth Investments Limited Partnership

35,120 Shares in Mastercard Incorporated (MA) Purchased by Kiwi Wealth Investments Limited Partnership

Kiwi Wealth Investments Limited Partnership purchased a new stake in shares of Mastercard Incorporated (NYSE:MA) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... 
Public Employees Retirement System of Ohio Has $266,000 Position in Union Bankshares Corp (UBSH)

Public Employees Retirement System of Ohio Has $266,000 Position in Union Bankshares Corp (UBSH)

Public Employees Retirement System of Ohio lessened its stake in shares of Union Bankshares Corp (NASDAQ:UBSH) by 37.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... 
Rational Advisors LLC Has $263,000 Holdings in Costco Wholesale Co. (COST)

Rational Advisors LLC Has $263,000 Holdings in Costco Wholesale Co. (COST)

Rational Advisors LLC lowered its stake in shares of Costco Wholesale Co. (NASDAQ:COST) by 75.9% in the third quarter, Holdings Channel reports. The firm owned 1,600 shares of the retailer’s stock after selling 5,042 shares... 
Pier 1 Imports Inc (PIR) Shares Bought by Schwab Charles Investment Management Inc.

Pier 1 Imports Inc (PIR) Shares Bought by Schwab Charles Investment Management Inc.

Schwab Charles Investment Management Inc. grew its position in Pier 1 Imports Inc (NYSE:PIR) by 6.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,439,380 shares... 
GSA Capital Partners LLP Invests $363,000 in Generac Holdings Inc. (GNRC) Stock

GSA Capital Partners LLP Invests $363,000 in Generac Holdings Inc. (GNRC) Stock

GSA Capital Partners LLP purchased a new stake in shares of Generac Holdings Inc. (NYSE:GNRC) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
California Public Employees Retirement System Sells 12,075 Shares of Arcos Dorados Holding Inc (ARCO)

California Public Employees Retirement System Sells 12,075 Shares of Arcos Dorados Holding Inc (ARCO)

California Public Employees Retirement System cut its holdings in Arcos Dorados Holding Inc (NYSE:ARCO) by 2.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
National Commerce Corp (NCOM) Shares Bought by Bank of New York Mellon Corp

National Commerce Corp (NCOM) Shares Bought by Bank of New York Mellon Corp

Bank of New York Mellon Corp raised its stake in shares of National Commerce Corp (NASDAQ:NCOM) by 10.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Bank of New York Mellon Corp Has $2.20 Million Position in iShares Cohen & Steers REIT ETF (ICF)

Bank of New York Mellon Corp Has $2.20 Million Position in iShares Cohen & Steers REIT ETF (ICF)

Bank of New York Mellon Corp trimmed its position in iShares Cohen & Steers REIT ETF (BATS:ICF) by 11.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... 
Johnson & Johnson (JNJ) Shares Bought by Fort Pitt Capital Group LLC

Johnson & Johnson (JNJ) Shares Bought by Fort Pitt Capital Group LLC

Fort Pitt Capital Group LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 3.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,364 shares... 
Envestnet Asset Management Inc. Buys New Holdings in Dow Chemical Company (The) (DWDP)

Envestnet Asset Management Inc. Buys New Holdings in Dow Chemical Company (The) (DWDP)

Envestnet Asset Management Inc. bought a new position in shares of Dow Chemical Company (The) (NYSE:DWDP) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Ameriprise Financial Inc. Buys 18,890 Shares of Zumiez Inc. (ZUMZ)

Ameriprise Financial Inc. Buys 18,890 Shares of Zumiez Inc. (ZUMZ)

Ameriprise Financial Inc. boosted its stake in Zumiez Inc. (NASDAQ:ZUMZ) by 20.6% in the third quarter, HoldingsChannel.com reports. The firm owned 110,743 shares of the apparel and footwear maker’s stock after buying an additional... 
JPMorgan Chase & Co. Sells 19,329 Shares of Mercury Systems Inc (MRCY)

JPMorgan Chase & Co. Sells 19,329 Shares of Mercury Systems Inc (MRCY)

JPMorgan Chase & Co. cut its stake in shares of Mercury Systems Inc (NASDAQ:MRCY) by 32.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 40,081 shares of the technology company’s stock after selling 19,329... 
Celgene Co. (CELG) Shares Sold by Telemus Capital LLC

Celgene Co. (CELG) Shares Sold by Telemus Capital LLC

Telemus Capital LLC lowered its holdings in shares of Celgene Co. (NASDAQ:CELG) by 3.7% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 25,549 shares of the biopharmaceutical company’s... 
New York State Teachers Retirement System Has $326.12 Million Stake in Home Depot Inc (HD)

New York State Teachers Retirement System Has $326.12 Million Stake in Home Depot Inc (HD)

New York State Teachers Retirement System cut its holdings in shares of Home Depot Inc (NYSE:HD) by 4.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,993,870 shares of the home improvement retailer’s... 
Acxiom Co. (ACXM) Holdings Trimmed by GSA Capital Partners LLP

Acxiom Co. (ACXM) Holdings Trimmed by GSA Capital Partners LLP

GSA Capital Partners LLP trimmed its holdings in Acxiom Co. (NASDAQ:ACXM) by 44.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,230 shares of the information... 
Kornitzer Capital Management Inc. KS Has $8.10 Million Stake in Walt Disney Co (DIS)

Kornitzer Capital Management Inc. KS Has $8.10 Million Stake in Walt Disney Co (DIS)

Kornitzer Capital Management Inc. KS cut its position in Walt Disney Co (NYSE:DIS) by 10.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,173... 
United Technologies Co. (UTX) Stake Increased by Smith Moore & CO.

United Technologies Co. (UTX) Stake Increased by Smith Moore & CO.

Smith Moore & CO. raised its position in shares of United Technologies Co. (NYSE:UTX) by 24.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... 
Bbva Compass Bancshares Inc. Trims Stake in Alphabet Inc (GOOGL)

Bbva Compass Bancshares Inc. Trims Stake in Alphabet Inc (GOOGL)

Bbva Compass Bancshares Inc. lowered its holdings in shares of Alphabet Inc (NASDAQ:GOOGL) by 2.4% in the 3rd quarter, Holdings Channel reports. The firm owned 19,801 shares of the information services provider’s stock after... 
Jensen Investment Management Inc. Has $356.19 Million Position in Oracle Corporation (ORCL)

Jensen Investment Management Inc. Has $356.19 Million Position in Oracle Corporation (ORCL)

Jensen Investment Management Inc. increased its position in Oracle Corporation (NYSE:ORCL) by 16.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 7,366,960 shares of the enterprise software... 
California State Teachers Retirement System Sells 13,159 Shares of Washington Real Estate Investment Trust (WRE)

California State Teachers Retirement System Sells 13,159 Shares of Washington Real Estate Investment Trust (WRE)

California State Teachers Retirement System cut its holdings in Washington Real Estate Investment Trust (NYSE:WRE) by 9.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... 
Bristol-Myers Squibb Co (BMY) Shares Sold by Klingenstein Fields & Co. LLC

Bristol-Myers Squibb Co (BMY) Shares Sold by Klingenstein Fields & Co. LLC

Klingenstein Fields & Co. LLC decreased its holdings in Bristol-Myers Squibb Co (NYSE:BMY) by 2.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... 
Dimensional Fund Advisors LP Acquires 731 Shares of Sempra Energy (SRE)

Dimensional Fund Advisors LP Acquires 731 Shares of Sempra Energy (SRE)

Dimensional Fund Advisors LP lifted its position in Sempra Energy (NYSE:SRE) by 0.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
Merck & Co., Inc. (MRK) is Bank of the Ozarks’ 7th Largest Position

Merck & Co., Inc. (MRK) is Bank of the Ozarks’ 7th Largest Position

Bank of the Ozarks lowered its stake in Merck & Co., Inc. (NYSE:MRK) by 2.6% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 61,357 shares of the company’s... 
Eli Lilly and Co (LLY) Holdings Reduced by Visionary Asset Management Inc.

Eli Lilly and Co (LLY) Holdings Reduced by Visionary Asset Management Inc.

Visionary Asset Management Inc. cut its position in Eli Lilly and Co (NYSE:LLY) by 9.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional...