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SEC Filing Instant Alerts - Page 539

Broadridge Financial Solutions logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New $20.85 Million Investment in Broadridge Financial Solutions, Inc. $BR

NYSE:BR
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Salesforce logo with Technology background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New $20.93 Million Investment in Salesforce Inc. $CRM

NYSE:CRM
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Analog Devices logo with Technology background
August 22, 2026 2:25 AM ET

56,875 Shares in Analog Devices, Inc. $ADI Purchased by EP Wealth Advisors LLC

NASDAQ:ADI
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Vertiv logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Has $23.10 Million Stock Holdings in Vertiv Holdings Co. $VRT

NYSE:VRT
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Amgen logo with Healthcare background
August 22, 2026 2:25 AM ET

Amgen Inc. $AMGN Shares Purchased by EP Wealth Advisors LLC

NASDAQ:AMGN
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Newmont logo with Materials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Acquires New Stake in Newmont Corporation $NEM

NYSE:NEM
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Chevron logo with Energy background
August 22, 2026 2:25 AM ET

172,344 Shares in Chevron Corporation $CVX Purchased by EP Wealth Advisors LLC

NYSE:CVX
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Vistra logo with Utilities background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Purchases 178,303 Shares of Vistra Corp. $VST

NYSE:VST
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Automatic Data Processing logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Buys Shares of 152,174 Automatic Data Processing, Inc. $ADP

NASDAQ:ADP
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Merck KGaA logo with Healthcare background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Takes $36.28 Million Position in Merck KGaA $MKGAF

OTCMKTS:MKGAF
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O'Reilly Automotive logo with Consumer Discretionary background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New $36.58 Million Investment in O'Reilly Automotive, Inc. $ORLY

NASDAQ:ORLY
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Honeywell Aerospace logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Takes Position in Honeywell Aerospace $HONA

NASDAQ:HONA
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S&P Global logo with Finance background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Lowers Stake in S&P Global Inc. $SPGI

NYSE:SPGI
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Honeywell Aerospace logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Buys Shares of 174,245 Honeywell Aerospace $HONA

NASDAQ:HONA
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Netflix logo with Communication Services background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Acquires New Holdings in Netflix, Inc. $NFLX

NASDAQ:NFLX
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RTX logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Purchases New Holdings in RTX Corporation $RTX

NYSE:RTX
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HCA Healthcare logo with Healthcare background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Takes $43.29 Million Position in HCA Healthcare, Inc. $HCA

NYSE:HCA
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Allstate logo with Finance background
August 22, 2026 2:25 AM ET

195,664 Shares in The Allstate Corporation $ALL Acquired by EP Wealth Advisors LLC

NYSE:ALL
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Southern logo with Utilities background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Invests $47.01 Million in Southern Company (The) $SO

NYSE:SO
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Rockwell Automation logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New Investment in Rockwell Automation, Inc. $ROK

NYSE:ROK
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Xcel Energy logo with Utilities background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New $49.26 Million Investment in Xcel Energy Inc. $XEL

NASDAQ:XEL
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Keysight Technologies logo with Technology background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Takes Position in Keysight Technologies Inc. $KEYS

NYSE:KEYS
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TJX Companies logo with Consumer Discretionary background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New Investment in The TJX Companies, Inc. $TJX

NYSE:TJX
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Valero Energy logo with Energy background
August 22, 2026 2:25 AM ET

Valero Energy Corporation $VLO Shares Acquired by EP Wealth Advisors LLC

NYSE:VLO
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Prologis logo with Real Estate background
August 22, 2026 2:25 AM ET

448,244 Shares in Prologis, Inc. $PLD Bought by EP Wealth Advisors LLC

NYSE:PLD
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Welltower logo with Real Estate background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Purchases Shares of 274,449 Welltower Inc. $WELL

NYSE:WELL
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Oracle logo with Technology background
August 22, 2026 2:25 AM ET

Oracle Corporation $ORCL Shares Purchased by EP Wealth Advisors LLC

NYSE:ORCL
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BlackRock logo with Finance background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Makes New Investment in BlackRock $BLK

NYSE:BLK
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Stryker logo with Healthcare background
August 22, 2026 2:25 AM ET

243,288 Shares in Stryker Corporation $SYK Acquired by EP Wealth Advisors LLC

NYSE:SYK
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Union Pacific logo with Industrials background
August 22, 2026 2:25 AM ET

EP Wealth Advisors LLC Purchases Shares of 293,323 Union Pacific Corporation $UNP

NYSE:UNP
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