Tag: SEC Filings
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Valley Forge Investment Consultants Inc. ADV Sells 162 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Valley Forge Investment Consultants Inc. ADV lowered its position in JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 22.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 573 shares of the financial services provider’s stock after selling 162 shares ... -
IndexIQ Advisors LLC Makes New $407,000 Investment in Viasat, Inc. (NASDAQ:VSAT)
IndexIQ Advisors LLC bought a new position in shares of Viasat, Inc. (NASDAQ:VSAT – Get Rating) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 8,350 shares of the communications equipment provider’s stock, valued at approximately $407,000. A number of other large investors also recently ... -
SG Americas Securities LLC Makes New Investment in Park National Co. (NYSEAMERICAN:PRK)
SG Americas Securities LLC bought a new position in shares of Park National Co. (NYSEAMERICAN:PRK – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,415 shares of the financial services provider’s stock, valued at approximately $317,000. A number ... -
New York State Common Retirement Fund Acquires 16,629 Shares of American Homes 4 Rent (NYSE:AMH)
New York State Common Retirement Fund lifted its holdings in shares of American Homes 4 Rent (NYSE:AMH – Get Rating) by 5.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 306,734 shares of the real estate investment trust’s stock after acquiring an additional 16,629 shares during the ... -
American Homes 4 Rent (NYSE:AMH) Holdings Trimmed by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. trimmed its position in shares of American Homes 4 Rent (NYSE:AMH – Get Rating) by 0.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 296,403 shares of the real estate investment trust’s stock after selling 670 shares during the ... -
Brio Consultants LLC Makes New Investment in Johnson & Johnson (NYSE:JNJ)
Brio Consultants LLC purchased a new position in Johnson & Johnson (NYSE:JNJ – Get Rating) in the 1st quarter, HoldingsChannel reports. The fund purchased 1,296 shares of the company’s stock, valued at approximately $230,000. Several other institutional investors have also modified their holdings of the business. Patron Partners LLC grew its stake in shares of ... -
Steward Partners Investment Advisory LLC Purchases 3,095 Shares of Rent-A-Center, Inc. (NASDAQ:RCII)
Steward Partners Investment Advisory LLC grew its position in shares of Rent-A-Center, Inc. (NASDAQ:RCII – Get Rating) by 672.8% in the 1st quarter, HoldingsChannel reports. The firm owned 3,555 shares of the company’s stock after acquiring an additional 3,095 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in Rent-A-Center were worth $90,000 at ... -
GHP Investment Advisors Inc. Makes New Investment in Public Service Enterprise Group Incorporated (NYSE:PEG)
GHP Investment Advisors Inc. bought a new position in Public Service Enterprise Group Incorporated (NYSE:PEG – Get Rating) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 907 shares of the utilities provider’s stock, valued at approximately $64,000. A number of other institutional investors have also ... -
GHP Investment Advisors Inc. Invests $56,000 in Twilio Inc. (NYSE:TWLO)
GHP Investment Advisors Inc. bought a new position in shares of Twilio Inc. (NYSE:TWLO – Get Rating) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 337 shares of the technology company’s stock, valued at approximately $56,000. A number of ... -
Greenleaf Trust Makes New $216,000 Investment in HF Sinclair Co. (NYSE:DINO)
Greenleaf Trust purchased a new position in HF Sinclair Co. (NYSE:DINO – Get Rating) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 5,414 shares of the company’s stock, valued at approximately $216,000. A number of other institutional investors and hedge funds have ...