Mendota Financial Group LLC lowered its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 40.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 190 shares of the insurance provider’s stock after selling 129 shares during the period. Mendota Financial Group LLC’s […]

Octavia Wealth Advisors LLC reduced its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 7.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,790 shares of the company’s stock after selling 144 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in […]

Perpetual Ltd decreased its position in shares of The Allstate Co. (NYSE:ALL – Free Report) by 97.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,575 shares of the insurance provider’s stock after selling 128,619 shares during the quarter. Perpetual […]

RFG Holdings Inc. boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,560 shares of the electric vehicle producer’s stock after purchasing an additional 289 shares during […]

Bank & Trust Co lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,391 shares of the financial services provider’s stock after selling 81 shares […]

Brendel Financial Advisors LLC lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,383 shares of the financial services provider’s stock after selling 55 shares during the period. JPMorgan Chase […]

Sarasin & Partners LLP lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 46.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,657,698 shares of the financial services provider’s stock after buying an additional 526,578 shares during the quarter. JPMorgan […]

Franklin Street Advisors Inc. NC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 151,169 shares of the financial services provider’s stock after selling 386 shares during the period. […]

UMB Bank n.a. boosted its holdings in American Express (NYSE:AXP) by 6.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,133 shares of the payment services company’s stock after purchasing an additional 1,340 shares during the quarter. UMB Bank n.a.’s holdings in American […]

Beaumont Financial Advisors LLC decreased its holdings in shares of American Express (NYSE:AXP) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,369 shares of the payment services company’s stock after selling 368 shares during the period. Beaumont Financial […]

Atomi Financial Group Inc. grew its holdings in shares of Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 4.3% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,225 shares of the financial services provider’s stock after buying an additional 836 shares during the period. […]

Tobam raised its position in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 189.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,700 shares of the medical instruments supplier’s stock after acquiring an additional 2,423 shares during the period. […]