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Inovio Pharmaceuticals Inc (INO) Shares Bought by Defender Capital LLC.

Inovio Pharmaceuticals Inc (INO) Shares Bought by Defender Capital LLC.

Defender Capital LLC. grew its holdings in Inovio Pharmaceuticals Inc (NASDAQ:INO) by 19.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 692,400 shares... 
Blue Chip Partners Inc. Has $709,000 Position in Analog Devices, Inc. (ADI)

Blue Chip Partners Inc. Has $709,000 Position in Analog Devices, Inc. (ADI)

Blue Chip Partners Inc. lessened its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 23.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,734... 
Blue Chip Partners Inc. Has $2.94 Million Holdings in Toronto-Dominion Bank (TD)

Blue Chip Partners Inc. Has $2.94 Million Holdings in Toronto-Dominion Bank (TD)

Blue Chip Partners Inc. decreased its position in Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 6.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,170... 
Blue Bell Private Wealth Management LLC Has $35,000 Position in The India Fund, Inc. (IFN)

Blue Bell Private Wealth Management LLC Has $35,000 Position in The India Fund, Inc. (IFN)

Blue Bell Private Wealth Management LLC lessened its holdings in The India Fund, Inc. (NYSE:IFN) by 46.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
ETFMG Alternative Harvest ETF (MJ) Position Increased by Blue Bell Private Wealth Management LLC

ETFMG Alternative Harvest ETF (MJ) Position Increased by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC boosted its holdings in shares of ETFMG Alternative Harvest ETF (NYSEARCA:MJ) by 15.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... 
Sequent Asset Management LLC Sells 2,115 Shares of Newmont Mining Corp (NEM)

Sequent Asset Management LLC Sells 2,115 Shares of Newmont Mining Corp (NEM)

Sequent Asset Management LLC lessened its position in Newmont Mining Corp (NYSE:NEM) by 11.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Kwmg LLC Buys 2,407 Shares of Vanguard Mid-Cap Value ETF (VOE)

Kwmg LLC Buys 2,407 Shares of Vanguard Mid-Cap Value ETF (VOE)

Kwmg LLC lifted its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 2.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
Kwmg LLC Has $2.46 Million Holdings in Corning Incorporated (GLW)

Kwmg LLC Has $2.46 Million Holdings in Corning Incorporated (GLW)

Kwmg LLC raised its position in shares of Corning Incorporated (NYSE:GLW) by 0.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 74,180... 
Vanguard Small-Cap Value ETF (VBR) Shares Bought by Kwmg LLC

Vanguard Small-Cap Value ETF (VBR) Shares Bought by Kwmg LLC

Kwmg LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... 
Royce Micro Capital Trust Inc. (RMT) Shares Sold by Blue Bell Private Wealth Management LLC

Royce Micro Capital Trust Inc. (RMT) Shares Sold by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC cut its stake in Royce Micro Capital Trust Inc. (NYSE:RMT) by 11.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... 
Blue Bell Private Wealth Management LLC Has $2.81 Million Holdings in Schwab U.S. Mid-Cap ETF (SCHM)

Blue Bell Private Wealth Management LLC Has $2.81 Million Holdings in Schwab U.S. Mid-Cap ETF (SCHM)

Blue Bell Private Wealth Management LLC grew its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 1.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... 
Atwood & Palmer Inc. Acquires 7,725 Shares of Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Atwood & Palmer Inc. Acquires 7,725 Shares of Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Atwood & Palmer Inc. grew its holdings in Invesco BulletShares 2021 Corporate Bond ETF (NYSEARCA:BSCL) by 3.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... 
Deere & Company (DE) Position Decreased by Atwood & Palmer Inc.

Deere & Company (DE) Position Decreased by Atwood & Palmer Inc.

Atwood & Palmer Inc. lessened its holdings in Deere & Company (NYSE:DE) by 13.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Atwood & Palmer Inc. Sells 6,195 Shares of Atlas Air Worldwide Holdings, Inc. (AAWW)

Atwood & Palmer Inc. Sells 6,195 Shares of Atlas Air Worldwide Holdings, Inc. (AAWW)

Atwood & Palmer Inc. cut its holdings in shares of Atlas Air Worldwide Holdings, Inc. (NASDAQ:AAWW) by 3.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... 
iShares Russell 1000 Value ETF (IWD) Position Decreased by American Financial Advisors LLC

iShares Russell 1000 Value ETF (IWD) Position Decreased by American Financial Advisors LLC

American Financial Advisors LLC reduced its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 10.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... 
American Financial Advisors LLC Takes Position in iShares 7-10 Year Treasury Bond ETF (IEF)

American Financial Advisors LLC Takes Position in iShares 7-10 Year Treasury Bond ETF (IEF)

American Financial Advisors LLC acquired a new position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... 
Atwood & Palmer Inc. Decreases Holdings in Aptiv PLC (APTV)

Atwood & Palmer Inc. Decreases Holdings in Aptiv PLC (APTV)

Atwood & Palmer Inc. trimmed its holdings in Aptiv PLC (NYSE:APTV) by 0.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
American Financial Advisors LLC Has $292,000 Holdings in OShares Global Internet Giants ETF (OGIG)

American Financial Advisors LLC Has $292,000 Holdings in OShares Global Internet Giants ETF (OGIG)

American Financial Advisors LLC reduced its stake in shares of OShares Global Internet Giants ETF (NYSEARCA:OGIG) by 94.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 12,131 shares of the... 
American Financial Advisors LLC Boosts Position in iShares S&P Small-Cap 600 Value ETF (IJS)

American Financial Advisors LLC Boosts Position in iShares S&P Small-Cap 600 Value ETF (IJS)

American Financial Advisors LLC increased its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 19.4% in the first quarter, according to the company in its most recent filing with the SEC. The institutional... 
SPDR S&P Biotech ETF (XBI) Shares Sold by American Financial Advisors LLC

SPDR S&P Biotech ETF (XBI) Shares Sold by American Financial Advisors LLC

American Financial Advisors LLC lowered its stake in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI) by 14.0% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 154,322 shares of the exchange... 
Advisor Partners LLC Sells 174 Shares of Autodesk, Inc. (ADSK)

Advisor Partners LLC Sells 174 Shares of Autodesk, Inc. (ADSK)

Advisor Partners LLC cut its stake in shares of Autodesk, Inc. (NASDAQ:ADSK) by 2.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,051 shares of the software... 
Advisor Partners LLC Has $959,000 Position in Royal Bank of Canada (RY)

Advisor Partners LLC Has $959,000 Position in Royal Bank of Canada (RY)

Advisor Partners LLC boosted its holdings in Royal Bank of Canada (NYSE:RY) (TSE:RY) by 3.5% during the 1st quarter, HoldingsChannel reports. The fund owned 12,695 shares of the financial services provider’s stock after buying... 
Broadcom Inc (AVGO) Shares Sold by Advisor Partners LLC

Broadcom Inc (AVGO) Shares Sold by Advisor Partners LLC

Advisor Partners LLC lowered its position in Broadcom Inc (NASDAQ:AVGO) by 4.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 9,717 shares of the semiconductor manufacturer’s stock after selling 465 shares... 
Vanguard Dividend Appreciation ETF (VIG) Stake Lessened by Carmichael Hill & Associates Inc.

Vanguard Dividend Appreciation ETF (VIG) Stake Lessened by Carmichael Hill & Associates Inc.

Carmichael Hill & Associates Inc. lowered its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 1.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 15,260 shares of the... 
Trinity Legacy Partners LLC Buys 2,360 Shares of Cummins Inc. (CMI)

Trinity Legacy Partners LLC Buys 2,360 Shares of Cummins Inc. (CMI)

Trinity Legacy Partners LLC grew its stake in shares of Cummins Inc. (NYSE:CMI) by 19.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
PenderFund Capital Management Ltd. Purchases Shares of 1,510,111 Maxar Technologies Inc (MAXR)

PenderFund Capital Management Ltd. Purchases Shares of 1,510,111 Maxar Technologies Inc (MAXR)

PenderFund Capital Management Ltd. purchased a new stake in shares of Maxar Technologies Inc (NYSE:MAXR) in the first quarter, HoldingsChannel reports. The firm purchased 1,510,111 shares of the company’s stock, valued at approximately... 
Moody Lynn & Lieberson LLC Has $780,000 Holdings in Dover Corp (DOV)

Moody Lynn & Lieberson LLC Has $780,000 Holdings in Dover Corp (DOV)

Moody Lynn & Lieberson LLC cut its position in shares of Dover Corp (NYSE:DOV) by 2.1% during the first quarter, HoldingsChannel.com reports. The firm owned 8,316 shares of the industrial products company’s stock after... 
PNC Financial Services Group Inc (PNC) Shares Sold by New Potomac Partners LLC

PNC Financial Services Group Inc (PNC) Shares Sold by New Potomac Partners LLC

New Potomac Partners LLC trimmed its stake in PNC Financial Services Group Inc (NYSE:PNC) by 18.9% during the first quarter, HoldingsChannel.com reports. The fund owned 13,650 shares of the financial services provider’s stock... 
Moody Lynn & Lieberson LLC Acquires 17,206 Shares of Texas Instruments Incorporated (TXN)

Moody Lynn & Lieberson LLC Acquires 17,206 Shares of Texas Instruments Incorporated (TXN)

Moody Lynn & Lieberson LLC increased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 19.2% during the first quarter, HoldingsChannel.com reports. The fund owned 106,858 shares of the semiconductor company’s... 
Horrell Capital Management Inc. Lowers Stake in Progress Software Corp (PRGS)

Horrell Capital Management Inc. Lowers Stake in Progress Software Corp (PRGS)

Horrell Capital Management Inc. cut its holdings in shares of Progress Software Corp (NASDAQ:PRGS) by 67.0% during the first quarter, Holdings Channel reports. The fund owned 30,500 shares of the software maker’s stock after... 
Reilly Financial Advisors LLC Sells 719 Shares of Cognizant Technology Solutions Corp (CTSH)

Reilly Financial Advisors LLC Sells 719 Shares of Cognizant Technology Solutions Corp (CTSH)

Reilly Financial Advisors LLC lessened its stake in shares of Cognizant Technology Solutions Corp (NASDAQ:CTSH) by 3.6% in the first quarter, according to its most recent filing with the SEC. The fund owned 19,021 shares of the information... 
Walgreens Boots Alliance Inc (WBA) Stake Increased by Reilly Financial Advisors LLC

Walgreens Boots Alliance Inc (WBA) Stake Increased by Reilly Financial Advisors LLC

Reilly Financial Advisors LLC lifted its position in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 1.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... 
Reilly Financial Advisors LLC Sells 99 Shares of Check Point Software Technologies Ltd. (CHKP)

Reilly Financial Advisors LLC Sells 99 Shares of Check Point Software Technologies Ltd. (CHKP)

Reilly Financial Advisors LLC reduced its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 0.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... 
LeJeune Puetz Investment Counsel LLC Has $794,000 Stake in iShares International Preferred Stock ETF (IPFF)

LeJeune Puetz Investment Counsel LLC Has $794,000 Stake in iShares International Preferred Stock ETF (IPFF)

LeJeune Puetz Investment Counsel LLC trimmed its holdings in iShares International Preferred Stock ETF (BATS:IPFF) by 4.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 51,350 shares of the company’s... 
Palisades Hudson Asset Management L.P. Sells 16,704 Shares of iShares MSCI Australia ETF (EWA)

Palisades Hudson Asset Management L.P. Sells 16,704 Shares of iShares MSCI Australia ETF (EWA)

Palisades Hudson Asset Management L.P. lowered its stake in shares of iShares MSCI Australia ETF (NYSEARCA:EWA) by 7.2% in the first quarter, Holdings Channel reports. The firm owned 216,325 shares of the exchange traded fund’s... 
iShares MSCI Eurozone ETF (EZU) Holdings Reduced by Patten & Patten Inc. TN

iShares MSCI Eurozone ETF (EZU) Holdings Reduced by Patten & Patten Inc. TN

Patten & Patten Inc. TN reduced its position in iShares MSCI Eurozone ETF (BATS:EZU) by 24.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 42,775 shares of the company’s stock after... 
Patten & Patten Inc. TN Trims Holdings in Texas Instruments Incorporated (TXN)

Patten & Patten Inc. TN Trims Holdings in Texas Instruments Incorporated (TXN)

Patten & Patten Inc. TN decreased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 3.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... 
Spearhead Capital Advisors LLC Acquires Shares of 7,124 Vanguard Consumer Staples ETF (VDC)

Spearhead Capital Advisors LLC Acquires Shares of 7,124 Vanguard Consumer Staples ETF (VDC)

Spearhead Capital Advisors LLC acquired a new position in Vanguard Consumer Staples ETF (NYSEARCA:VDC) in the 1st quarter, HoldingsChannel reports. The firm acquired 7,124 shares of the company’s stock, valued at approximately... 
Harbor Advisory Corp MA Buys 4,400 Shares of Vanguard FTSE Europe ETF (VGK)

Harbor Advisory Corp MA Buys 4,400 Shares of Vanguard FTSE Europe ETF (VGK)

Harbor Advisory Corp MA raised its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK) by 3.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
Hudock Capital Group LLC Raises Position in Progressive Corp (PGR)

Hudock Capital Group LLC Raises Position in Progressive Corp (PGR)

Hudock Capital Group LLC increased its position in shares of Progressive Corp (NYSE:PGR) by 38.3% during the first quarter, Holdings Channel reports. The fund owned 2,202 shares of the insurance provider’s stock after buying... 
Hudock Capital Group LLC Increases Position in Penns Woods Bancorp, Inc. (PWOD)

Hudock Capital Group LLC Increases Position in Penns Woods Bancorp, Inc. (PWOD)

Hudock Capital Group LLC increased its stake in Penns Woods Bancorp, Inc. (NASDAQ:PWOD) by 1.3% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 40,421 shares of the financial... 
Burlington Stores Inc (BURL) Holdings Increased by Chicago Capital LLC

Burlington Stores Inc (BURL) Holdings Increased by Chicago Capital LLC

Chicago Capital LLC raised its holdings in shares of Burlington Stores Inc (NYSE:BURL) by 7.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
Sierra Wireless, Inc. (SWIR) Position Boosted by Horrell Capital Management Inc.

Sierra Wireless, Inc. (SWIR) Position Boosted by Horrell Capital Management Inc.

Horrell Capital Management Inc. increased its stake in shares of Sierra Wireless, Inc. (NASDAQ:SWIR) (TSE:SW) by 18.2% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 490,000... 
Capital Investment Advisory Services LLC Has $1.03 Million Position in iShares S&P 500 Value ETF (IVE)

Capital Investment Advisory Services LLC Has $1.03 Million Position in iShares S&P 500 Value ETF (IVE)

Capital Investment Advisory Services LLC lessened its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm... 
SS&C Technologies Holdings, Inc. (SSNC) Holdings Lifted by Douglas Lane & Associates LLC

SS&C Technologies Holdings, Inc. (SSNC) Holdings Lifted by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC grew its position in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 2.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 936,546 shares of the technology company’s... 
Douglas Lane & Associates LLC Sells 65,647 Shares of Yelp Inc (YELP)

Douglas Lane & Associates LLC Sells 65,647 Shares of Yelp Inc (YELP)

Douglas Lane & Associates LLC reduced its holdings in Yelp Inc (NYSE:YELP) by 8.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 697,663 shares of the local business review company’s stock... 
Capital Investment Advisory Services LLC Cuts Stake in Welltower Inc (WELL)

Capital Investment Advisory Services LLC Cuts Stake in Welltower Inc (WELL)

Capital Investment Advisory Services LLC lowered its stake in shares of Welltower Inc (NYSE:WELL) by 2.4% in the first quarter, HoldingsChannel reports. The firm owned 7,086 shares of the real estate investment trust’s stock... 
Connecticut Wealth Management LLC Sells 693 Shares of SPDR S&P Dividend ETF (SDY)

Connecticut Wealth Management LLC Sells 693 Shares of SPDR S&P Dividend ETF (SDY)

Connecticut Wealth Management LLC reduced its position in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 2.9% in the 1st quarter, Holdings Channel reports. The firm owned 23,253 shares of the company’s stock after selling 693... 
Brio Consultants LLC Buys 2,639 Shares of First Trust Preferred Securities and Income ETF (FPE)

Brio Consultants LLC Buys 2,639 Shares of First Trust Preferred Securities and Income ETF (FPE)

Brio Consultants LLC lifted its stake in shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 4.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... 
Arkansas Financial Group Inc. Grows Position in Davis Select Financial ETF (DFNL)

Arkansas Financial Group Inc. Grows Position in Davis Select Financial ETF (DFNL)

Arkansas Financial Group Inc. lifted its stake in shares of Davis Select Financial ETF (NASDAQ:DFNL) by 19.8% during the first quarter, HoldingsChannel.com reports. The fund owned 79,026 shares of the company’s stock after buying...