Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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Goelzer Investment Management Sells Out of ONEOK, Inc. (OKE)
Goelzer Investment Management has fully exited its position in ONEOK, Inc., selling all 4,034 shares as reported on October 16, 2026.
Goelzer Investment Management Takes New Position in SPDR Gold Shares
Goelzer Investment Management opened a new stake in SPDR Gold Shares, buying 953 shares valued at about $362,941.
Goelzer Investment Management Cuts Entire Stake in VEU
Goelzer Investment Management sold all of its shares in VEU, reflecting a total exit from the investment.
Goelzer Investment Management Sells Entire Stake in Intuit Inc.
Goelzer Investment Management has completely sold its position in Intuit Inc., a notable shift for this tech investment.
Goelzer Investment Management Sells Entire Stake in SCHB
Goelzer Investment Management has sold all its shares in SCHB, reducing its position by 100%.
Goelzer Investment Management Takes New Position in FMDE
Goelzer Investment Management has made a significant move by acquiring shares in FMDE.
Goelzer Investment Management Sells Entire Stake in Autodesk, Inc.
Goelzer Investment Management reported a complete exit from its Autodesk position in a recent SEC filing.
Goelzer Investment Management Sells Out of BND
Goelzer Investment Management has completely exited its position in BND, selling 12,500 shares in a recent filing.
Goelzer Investment Management Takes New Position in General Motors Company
Goelzer Investment Management has acquired 14,282 shares of General Motors in a new position, totaling approximately $1.1 million.
Goelzer Investment Management Fully Exits EMCOR Group Stake
Goelzer Investment Management has sold out of EMCOR Group, Inc., reducing its holdings to zero.
Goelzer Investment Management Takes Position in SHY
Goelzer Investment Management has opened a new stake in SHY, acquiring 19,619 shares valued at over $1.5 million.
Goelzer Investment Management Sells Out of Aptiv PLC
Goelzer Investment Management has sold its full stake in Aptiv PLC, cutting 35,383 shares.
Howard Capital Management Reduces Stake in WisdomTree, Inc.
The firm cut its position in WisdomTree, Inc. significantly in a recent filing.
PFG Advisors Takes New Stake in Cintas Corporation
PFG Advisors has initiated a new position in Cintas Corporation valued at over $1.1 million.
PFG Advisors Takes Position in Welltower Inc. (WELL)
PFG Advisors has entered the market with a new stake in Welltower Inc., acquiring 6,534 shares valued at $1.5 million.
PFG Advisors Takes New Position in DDFS
PFG Advisors has opened a new stake in DDFS, acquiring 67,972 shares valued at approximately $1.52 million.
PFG Advisors Takes New Position in Semtech Corporation
PFG Advisors has made a notable entry in Semtech with a new stake worth over $1.66 million.
PFG Advisors Takes New Position in State Street SPDR S&P Biotech ETF
PFG Advisors has initiated a new stake in the State Street SPDR S&P Biotech ETF, acquiring 11,480 shares valued at approximately $1.81 million.
PFG Advisors Takes New Position in VCSH
PFG Advisors has opened a new position in VCSH, acquiring 33,116 shares valued at over $2.5 million.
PFG Advisors Takes New Position in Duhp (DUHP)
PFG Advisors has acquired a new stake in Duhp with a total of 111,297 shares valued at approximately $4.66 million.
PFG Advisors Takes New Position in RTX Corporation
PFG Advisors has bought into aerospace and defense firm RTX Corporation, picking up a new stake in a recent filing.
PFG Advisors Takes New Position in Visa Inc. (V)
PFG Advisors has opened a new stake in Visa Inc., acquiring 20,529 shares valued at approximately $7.4 million.
DiNuzzo Private Wealth Takes Position in Duhp (DUHP)
DiNuzzo Private Wealth has opened a new investment in Duhp, marking a significant entry into the stock.
Halbert Hargrove Global Advisors Takes Position in Phillips Edison
Halbert Hargrove has opened a new stake in Phillips Edison & Company, acquiring 2,021 shares valued at about $75,465.
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