Novare Capital Management LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 83,124 shares of the financial services provider’s stock after selling 1,799 shares during the quarter. JPMorgan Chase & […]

Norway Savings Bank lifted its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 2.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,590 shares of the investment management company’s stock after purchasing an additional 71 […]

Trust Co. of Oklahoma trimmed its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 6.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,730 shares of the business services provider’s stock after selling 176 shares during the period. […]

Cornell Pochily Investment Advisors Inc. lowered its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,606 shares of the company’s stock after selling 150 […]

Norway Savings Bank grew its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 9,318 shares of the CRM provider’s stock after acquiring an additional 231 shares during the quarter. Salesforce comprises 1.4% of Norway […]

BlueSky Wealth Advisors LLC lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 7.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 940 shares of the credit-card processor’s stock after selling 76 shares during the period. BlueSky Wealth Advisors LLC’s holdings in Visa […]

M. Kraus & Co decreased its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,822 shares of the conglomerate’s stock after selling 65 shares during the period. M. Kraus […]

Procyon Advisors LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 89,100 shares of the financial services provider’s stock after selling 2,293 shares during the quarter. JPMorgan Chase […]

Kathleen S. Wright Associates Inc. lessened its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 11.1% during the 3rd quarter, Holdings Channel reports. The firm owned 601 shares of the credit services provider’s stock after selling 75 shares during the quarter. Kathleen S. Wright Associates Inc.’s holdings in Mastercard were worth $299,000 […]

Fiduciary Alliance LLC lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 21.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 88,550 shares of the credit services provider’s stock after purchasing an additional 15,667 shares during the quarter. Fiduciary Alliance LLC’s holdings in PayPal were worth $6,910,000 as of its most […]

Willner & Heller LLC grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 27.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,522 shares of the information services provider’s stock after buying an additional 331 shares during the quarter. Willner & Heller LLC’s holdings in Alphabet were worth $254,000 as of its […]