Harbour Investments Inc. grew its stake in Alliant Energy Co. (NASDAQ:LNT – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 76,786 shares of the company’s stock after buying an additional 3,294 shares during the quarter. Harbour Investments […]

Buck Wealth Strategies LLC decreased its holdings in Watsco, Inc. (NYSE:WSO – Free Report) by 10.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 13,477 shares of the construction company’s stock after selling 1,609 shares during the quarter. Watsco accounts for about 2.1% of Buck Wealth Strategies LLC’s holdings, making the stock […]

First National Trust Co cut its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 251,207 shares of the cell phone carrier’s stock after selling 2,916 shares during the […]

Winslow Asset Management Inc. decreased its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 0.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 133,259 shares of the enterprise software provider’s stock after selling 866 shares during the period. […]

Winslow Asset Management Inc. grew its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 0.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 94,748 shares of the financial services provider’s stock after purchasing an additional 569 shares during […]

Missouri Trust & Investment Co reduced its stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 7.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,180 shares of the specialty retailer’s stock after selling 955 shares during the period. […]

Waverton Investment Management Ltd reduced its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,258 shares of the cell phone carrier’s stock after selling 1,553 shares during the period. Waverton […]

Cumberland Partners Ltd raised its stake in American Express (NYSE:AXP) by 175.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,500 shares of the payment services company’s stock after buying an additional 3,500 shares during the period. Cumberland Partners Ltd’s […]

Sumitomo Mitsui Trust Group Inc. grew its position in Citigroup Inc. (NYSE:C – Free Report) by 8.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,541,263 shares of the company’s stock after acquiring an additional 365,094 shares during the quarter. Sumitomo Mitsui Trust […]

Rakuten Securities Inc. lessened its holdings in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 70.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,343 shares of the company’s stock after selling 12,822 shares during the quarter. Rakuten Securities Inc.’s holdings in Affirm […]

FDx Advisors Inc. trimmed its position in shares of American Express (NYSE:AXP – Free Report) by 14.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,108 shares of the payment services company’s stock after selling 194 shares during the quarter. FDx Advisors […]

Rakuten Securities Inc. raised its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 25.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,224 shares of the company’s stock after acquiring an additional 448 shares during the period. […]

Hemenway Trust Co LLC trimmed its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 5.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,900 shares of the financial services provider’s stock after selling 99 shares during the quarter. Hemenway Trust […]

Baillie Gifford & Co. cut its holdings in Grab Holdings Limited (NASDAQ:GRAB – Free Report) by 8.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,762,172 shares of the company’s stock after selling 4,163,606 shares during the […]

Meixler Investment Management Ltd. reduced its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,850 shares of the wireless technology company’s stock after selling 219 shares during the quarter. Meixler […]

Savvy Advisors Inc. lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,708 shares of the utilities provider’s stock after selling 222 shares during the quarter. Savvy Advisors […]

Missouri Trust & Investment Co lessened its holdings in Rocket Companies, Inc. (NYSE:RKT – Free Report) by 19.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 71,035 shares of the company’s stock after selling 17,465 shares during the period. Missouri Trust & Investment […]

Los Angeles Capital Management LLC lowered its position in shares of Credicorp Ltd. (NYSE:BAP – Free Report) by 13.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 43,521 shares of the bank’s stock after selling 6,708 shares during the quarter. Los Angeles Capital […]

Sigma Planning Corp lifted its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,473 shares of the wireless technology company’s stock after acquiring an additional 1,294 shares […]

Ridgecrest Wealth Partners LLC increased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 21,567 shares of the cell phone carrier’s stock after purchasing an additional 281 shares […]