Home » SEC Filing Articles

Image for Eli Lilly and Company (NYSE:LLY) Shares Sold by Greylin Investment Management Inc

Eli Lilly and Company (NYSE:LLY) Shares Sold by Greylin Investment Management Inc

Greylin Investment Management Inc decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 12.4% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 7,425... More of this article »
Image for Argus Investors Counsel Inc. Has $2.88 Million Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

Argus Investors Counsel Inc. Has $2.88 Million Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

Argus Investors Counsel Inc. raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.0% during the 1st quarter, Holdings Channel reports. The institutional investor owned 5,933 shares of the social networking... More of this article »
Image for Heirloom Wealth Management Boosts Position in Exxon Mobil Co. (NYSE:XOM)

Heirloom Wealth Management Boosts Position in Exxon Mobil Co. (NYSE:XOM)

Heirloom Wealth Management lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 18.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Adobe Inc. (NASDAQ:ADBE) Shares Acquired by Argus Investors Counsel Inc.

Adobe Inc. (NASDAQ:ADBE) Shares Acquired by Argus Investors Counsel Inc.

Argus Investors Counsel Inc. lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Argus Investors Counsel Inc. Buys 16,154 Shares of Walmart Inc. (NYSE:WMT)

Argus Investors Counsel Inc. Buys 16,154 Shares of Walmart Inc. (NYSE:WMT)

Argus Investors Counsel Inc. grew its stake in Walmart Inc. (NYSE:WMT – Free Report) by 162.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Costco Wholesale Co. (NASDAQ:COST) Position Decreased by Argus Investors Counsel Inc.

Costco Wholesale Co. (NASDAQ:COST) Position Decreased by Argus Investors Counsel Inc.

Argus Investors Counsel Inc. lessened its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for MFA Wealth Advisors LLC Has $1.26 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

MFA Wealth Advisors LLC Has $1.26 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

MFA Wealth Advisors LLC lifted its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 28.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 2,761 shares of... More of this article »
Image for Cascade Investment Advisors Inc. Buys 2,425 Shares of Pfizer Inc. (NYSE:PFE)

Cascade Investment Advisors Inc. Buys 2,425 Shares of Pfizer Inc. (NYSE:PFE)

Cascade Investment Advisors Inc. raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 4.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Cascade Investment Advisors Inc. Sells 707 Shares of Meta Platforms, Inc. (NASDAQ:META)

Cascade Investment Advisors Inc. Sells 707 Shares of Meta Platforms, Inc. (NASDAQ:META)

Cascade Investment Advisors Inc. trimmed its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Heirloom Wealth Management Acquires New Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Heirloom Wealth Management Acquires New Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Heirloom Wealth Management bought a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Argus Investors Counsel Inc.

PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Argus Investors Counsel Inc.

Argus Investors Counsel Inc. reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Cascade Investment Advisors Inc. Lowers Stake in General Mills, Inc. (NYSE:GIS)

Cascade Investment Advisors Inc. Lowers Stake in General Mills, Inc. (NYSE:GIS)

Cascade Investment Advisors Inc. lessened its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 5.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Argus Investors Counsel Inc. Boosts Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Argus Investors Counsel Inc. Boosts Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Argus Investors Counsel Inc. raised its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Argus Investors Counsel Inc. Sells 2,245 Shares of Caterpillar Inc. (NYSE:CAT)

Argus Investors Counsel Inc. Sells 2,245 Shares of Caterpillar Inc. (NYSE:CAT)

Argus Investors Counsel Inc. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 34.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for MFA Wealth Advisors LLC Makes New Investment in Lowe’s Companies, Inc. (NYSE:LOW)

MFA Wealth Advisors LLC Makes New Investment in Lowe’s Companies, Inc. (NYSE:LOW)

MFA Wealth Advisors LLC bought a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Greylin Investment Management Inc Sells 995 Shares of Bank of America Co. (NYSE:BAC)

Greylin Investment Management Inc Sells 995 Shares of Bank of America Co. (NYSE:BAC)

Greylin Investment Management Inc trimmed its holdings in shares of Bank of America Co. (NYSE:BAC) by 0.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Cascade Investment Advisors Inc. Cuts Stock Holdings in Intel Co. (NASDAQ:INTC)

Cascade Investment Advisors Inc. Cuts Stock Holdings in Intel Co. (NASDAQ:INTC)

Cascade Investment Advisors Inc. reduced its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 24.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for MFA Wealth Advisors LLC Invests $9.97 Million in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

MFA Wealth Advisors LLC Invests $9.97 Million in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

MFA Wealth Advisors LLC acquired a new stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Heirloom Wealth Management Sells 442 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Heirloom Wealth Management Sells 442 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Heirloom Wealth Management trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 33.1% during the first quarter, HoldingsChannel reports. The firm owned 895 shares of the company’s... More of this article »
Image for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Decreased by Keb Asset Management LLC

Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Decreased by Keb Asset Management LLC

Keb Asset Management LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Shares Bought by Intergy Private Wealth LLC

Alphabet Inc. (NASDAQ:GOOG) Shares Bought by Intergy Private Wealth LLC

Intergy Private Wealth LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Acquired by Gordian Advisors LLC

Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Acquired by Gordian Advisors LLC

Gordian Advisors LLC raised its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.2% in the first quarter, HoldingsChannel reports. The firm owned 328,065 shares of the company’s... More of this article »
Image for IFG Advisors LLC Has $3.55 Million Stock Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

IFG Advisors LLC Has $3.55 Million Stock Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

IFG Advisors LLC increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Cascade Investment Advisors Inc. Has $935,000 Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

Cascade Investment Advisors Inc. Has $935,000 Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

Cascade Investment Advisors Inc. raised its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Target Co. (NYSE:TGT) Shares Sold by Cascade Investment Advisors Inc.

Target Co. (NYSE:TGT) Shares Sold by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. lowered its stake in shares of Target Co. (NYSE:TGT – Free Report) by 1.7% in the first quarter, Holdings Channel reports. The institutional investor owned 8,769 shares of the retailer’s... More of this article »
Image for Applied Materials, Inc. (NASDAQ:AMAT) is Cascade Investment Advisors Inc.’s 3rd Largest Position

Applied Materials, Inc. (NASDAQ:AMAT) is Cascade Investment Advisors Inc.’s 3rd Largest Position

Cascade Investment Advisors Inc. trimmed its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Greylin Investment Management Inc Has $242,000 Holdings in The Williams Companies, Inc. (NYSE:WMB)

Greylin Investment Management Inc Has $242,000 Holdings in The Williams Companies, Inc. (NYSE:WMB)

Greylin Investment Management Inc lowered its position in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) by 6.8% during the first quarter, Holdings Channel reports. The fund owned 6,200 shares of the pipeline... More of this article »
Image for Summit Financial LLC Acquires 674 Shares of Lockheed Martin Co. (NYSE:LMT)

Summit Financial LLC Acquires 674 Shares of Lockheed Martin Co. (NYSE:LMT)

Summit Financial LLC grew its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 37.8% during the 1st quarter, Holdings Channel reports. The firm owned 2,458 shares of the aerospace company’s stock after purchasing... More of this article »
Image for Greylin Investment Management Inc Lowers Stock Holdings in Alibaba Group Holding Limited (NYSE:BABA)

Greylin Investment Management Inc Lowers Stock Holdings in Alibaba Group Holding Limited (NYSE:BABA)

Greylin Investment Management Inc lowered its stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 2.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by Greylin Investment Management Inc

Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by Greylin Investment Management Inc

Greylin Investment Management Inc reduced its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 33.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Greylin Investment Management Inc Sells 1,264 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Greylin Investment Management Inc Sells 1,264 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Greylin Investment Management Inc lowered its position in Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 11.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Keb Asset Management LLC Buys 312 Shares of Abbott Laboratories (NYSE:ABT)

Keb Asset Management LLC Buys 312 Shares of Abbott Laboratories (NYSE:ABT)

Keb Asset Management LLC raised its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 8.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,896... More of this article »
Image for Vanguard Small-Cap ETF (NYSEARCA:VB) Position Trimmed by North Ridge Wealth Advisors Inc.

Vanguard Small-Cap ETF (NYSEARCA:VB) Position Trimmed by North Ridge Wealth Advisors Inc.

North Ridge Wealth Advisors Inc. lowered its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Image for North Ridge Wealth Advisors Inc. Raises Stock Position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)

North Ridge Wealth Advisors Inc. Raises Stock Position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)

North Ridge Wealth Advisors Inc. increased its holdings in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 5.4% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Keb Asset Management LLC Sells 1,772 Shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Keb Asset Management LLC Sells 1,772 Shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Keb Asset Management LLC lowered its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 1.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Keb Asset Management LLC Acquires 14,589 Shares of Dimensional International Value ETF (NYSEARCA:DFIV)

Keb Asset Management LLC Acquires 14,589 Shares of Dimensional International Value ETF (NYSEARCA:DFIV)

Keb Asset Management LLC increased its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 2.1% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for MFA Wealth Advisors LLC Purchases New Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

MFA Wealth Advisors LLC Purchases New Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

MFA Wealth Advisors LLC purchased a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 1st quarter, HoldingsChannel reports. The fund purchased 452 shares of the company’s stock, valued at approximately... More of this article »
Image for MFA Wealth Advisors LLC Acquires 246 Shares of Prologis, Inc. (NYSE:PLD)

MFA Wealth Advisors LLC Acquires 246 Shares of Prologis, Inc. (NYSE:PLD)

MFA Wealth Advisors LLC grew its holdings in Prologis, Inc. (NYSE:PLD – Free Report) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for ASML Holding (NASDAQ:ASML) Stock Holdings Cut by Freedom Day Solutions LLC

ASML Holding (NASDAQ:ASML) Stock Holdings Cut by Freedom Day Solutions LLC

Freedom Day Solutions LLC reduced its position in shares of ASML Holding (NASDAQ:ASML – Free Report) by 5.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Argus Investors Counsel Inc. Has $2.46 Million Stake in Analog Devices, Inc. (NASDAQ:ADI)

Argus Investors Counsel Inc. Has $2.46 Million Stake in Analog Devices, Inc. (NASDAQ:ADI)

Argus Investors Counsel Inc. lowered its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Argus Investors Counsel Inc. Increases Stock Position in United Rentals, Inc. (NYSE:URI)

Argus Investors Counsel Inc. Increases Stock Position in United Rentals, Inc. (NYSE:URI)

Argus Investors Counsel Inc. grew its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 0.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Argus Investors Counsel Inc. Sells 1,150 Shares of Marriott International, Inc. (NASDAQ:MAR)

Argus Investors Counsel Inc. Sells 1,150 Shares of Marriott International, Inc. (NASDAQ:MAR)

Argus Investors Counsel Inc. decreased its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 14.9% in the first quarter, HoldingsChannel.com reports. The fund owned 6,587 shares of the company’s stock... More of this article »
Image for Argus Investors Counsel Inc. Has $2.30 Million Position in American Express (NYSE:AXP)

Argus Investors Counsel Inc. Has $2.30 Million Position in American Express (NYSE:AXP)

Argus Investors Counsel Inc. reduced its holdings in shares of American Express (NYSE:AXP) by 12.1% during the 1st quarter, Holdings Channel.com reports. The fund owned 10,082 shares of the payment services company’s stock after... More of this article »
Image for Cascade Investment Advisors Inc. Buys Shares of 1,286 The Procter & Gamble Company (NYSE:PG)

Cascade Investment Advisors Inc. Buys Shares of 1,286 The Procter & Gamble Company (NYSE:PG)

Cascade Investment Advisors Inc. bought a new stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Cascade Investment Advisors Inc. Lowers Position in Wells Fargo & Company (NYSE:WFC)

Cascade Investment Advisors Inc. Lowers Position in Wells Fargo & Company (NYSE:WFC)

Cascade Investment Advisors Inc. cut its stake in Wells Fargo & Company (NYSE:WFC – Free Report) by 3.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Cascade Investment Advisors Inc. Has $650,000 Stock Position in Eaton Co. plc (NYSE:ETN)

Cascade Investment Advisors Inc. Has $650,000 Stock Position in Eaton Co. plc (NYSE:ETN)

Cascade Investment Advisors Inc. trimmed its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 77.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares Purchased by Cascade Investment Advisors Inc.

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares Purchased by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. boosted its holdings in SolarEdge Technologies, Inc. (NASDAQ:SEDG – Free Report) by 13.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Cascade Investment Advisors Inc. Purchases Shares of 6,466 Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Cascade Investment Advisors Inc. Purchases Shares of 6,466 Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Cascade Investment Advisors Inc. purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Image for Banner Co. (NASDAQ:BANR) Shares Bought by Cascade Investment Advisors Inc.

Banner Co. (NASDAQ:BANR) Shares Bought by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. raised its holdings in Banner Co. (NASDAQ:BANR – Free Report) by 24.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,385 shares... More of this article »
Image for Cascade Investment Advisors Inc. Has $1.45 Million Stock Position in MetLife, Inc. (NYSE:MET)

Cascade Investment Advisors Inc. Has $1.45 Million Stock Position in MetLife, Inc. (NYSE:MET)

Cascade Investment Advisors Inc. increased its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 0.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »