Cwm LLC grew its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 10.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 123,565 shares of the credit services provider’s stock after acquiring an additional 11,321 shares during the quarter. Cwm LLC’s holdings […]

Wynn Capital LLC increased its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 8.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,385 shares of the credit services provider’s stock after purchasing an additional 910 shares during the quarter. Wynn Capital LLC’s holdings in PayPal were worth $888,000 as of its […]

Juncture Wealth Strategies LLC purchased a new position in shares of Global-E Online Ltd. (NASDAQ:GLBE – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 12,667 shares of the company’s stock, valued at approximately $487,000. Other hedge funds also recently modified their […]

Perpetual Ltd lowered its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 6.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 10,682 shares of the credit services provider’s stock after selling 725 shares during the period. Perpetual Ltd’s holdings in PayPal were worth […]

Iowa State Bank lessened its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,635 shares of the credit-card processor’s stock after selling 463 shares during the period. Iowa State Bank’s holdings in Visa […]

Beaumont Financial Advisors LLC acquired a new position in shares of Reddit, Inc. (NYSE:RDDT – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,886 shares of the company’s stock, valued at approximately $388,000. Several other hedge […]

Albion Financial Group UT bought a new stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 1,815 shares of the exchange traded fund’s stock, valued at approximately $90,000. Other hedge funds and other […]

Beaumont Financial Advisors LLC reduced its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 23.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,207 shares of the business services provider’s stock after selling 685 shares during the period. Beaumont Financial Advisors LLC’s holdings in Automatic Data Processing were […]

UMB Bank n.a. trimmed its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 6.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,479 shares of the company’s stock after selling 167 shares during the quarter. UMB Bank n.a.’s holdings […]

UMB Bank n.a. increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.1% during the 3rd quarter, Holdings Channel reports. The fund owned 17,904 shares of the credit services provider’s stock after purchasing an additional 698 shares during the quarter. UMB Bank n.a.’s holdings in PayPal were worth $1,397,000 as […]

Nvest Financial LLC grew its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 22.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,188 shares of the credit services provider’s stock after purchasing an additional 219 shares during the period. Nvest Financial […]

San Luis Wealth Advisors LLC boosted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 3.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,903 shares of the credit-card processor’s stock after buying an additional 530 shares during the […]

Westwind Capital trimmed its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 40.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 69,178 shares of the credit services provider’s stock after selling 47,165 shares during the quarter. Mastercard accounts for 8.3% of […]

Davies Financial Advisors Inc. cut its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 20.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,073 shares of the credit-card processor’s stock after selling 278 shares during the quarter. Davies Financial Advisors Inc.’s […]

Davies Financial Advisors Inc. lessened its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,827 shares of the credit services provider’s stock after selling 277 shares during the quarter. […]

ORBA Wealth Advisors L.L.C. lowered its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 3.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,251 shares of the credit-card processor’s stock after selling 87 shares during the period. […]

New England Professional Planning Group Inc. bought a new stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 833 shares of the business services provider’s stock, […]

ORBA Wealth Advisors L.L.C. trimmed its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 1.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 1,815 shares of the exchange traded fund’s stock after selling 25 shares during the quarter. ORBA […]

West Coast Financial LLC bought a new stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 372 shares of the exchange traded fund’s stock, valued at approximately $218,000. A number of other hedge funds and […]

Clarius Group LLC decreased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,973 shares of the credit-card processor’s stock after selling 52 shares during the quarter. Clarius Group LLC’s holdings […]

Atomi Financial Group Inc. grew its holdings in shares of Mizuho Financial Group, Inc. (NYSE:MFG – Free Report) by 4.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 115,399 shares of the bank’s stock after buying an additional 4,462 shares during the period. […]

Wedmont Private Capital lifted its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 6.6% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,747 shares of the business services provider’s stock after acquiring an additional 231 shares during the quarter. Wedmont Private Capital’s holdings in Automatic Data Processing were worth $1,057,000 at […]

CCM Investment Advisers LLC trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 3.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 53,864 shares of the credit-card processor’s stock after selling 1,728 shares during the quarter. Visa comprises approximately 1.7% of […]