Sawyer & Company Inc increased its holdings in Visa Inc. (NYSE:V – Free Report) by 0.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,796 shares of the credit-card processor’s stock after buying an additional 83 shares during the quarter. Visa […]

CHICAGO TRUST Co NA boosted its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,290 shares of the financial services provider’s stock after buying an additional 236 shares during the quarter. […]

Douglas Lane & Associates LLC lowered its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,314,836 shares of the insurance provider’s stock after selling 84,406 shares during the period. Douglas Lane & […]

Silverlake Wealth Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,201 shares of the financial services provider’s stock after selling 337 shares during the quarter. Silverlake Wealth […]

Crestmont Private Wealth LLC boosted its holdings in Visa Inc. (NYSE:V – Free Report) by 7.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,448 shares of the credit-card processor’s stock after purchasing an additional 161 shares during […]

Professional Financial Advisors LLC increased its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 2,902 shares of the credit services provider’s stock after buying an additional 53 shares during the quarter. Professional Financial Advisors LLC’s holdings in Mastercard were worth […]

CVA Family Office LLC grew its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 3.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 24,925 shares of the cable giant’s stock after buying an additional 836 shares during the period. CVA Family Office […]

CVA Family Office LLC increased its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 1.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 149,074 shares of the company’s stock after acquiring an additional 1,718 shares during the period. […]

Compton Wealth Advisory Group LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 29,446 shares of the financial services provider’s stock after acquiring an additional 582 shares during the period. JPMorgan Chase & […]

Koshinski Asset Management Inc. trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,996 shares of the information services provider’s stock after selling 906 shares during the quarter. Koshinski Asset […]

Fiduciary Financial Group LLC lifted its holdings in Euronet Worldwide, Inc. (NASDAQ:EEFT – Free Report) by 20.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,820 shares of the business services provider’s stock after acquiring an additional 486 shares during […]

Valeo Financial Advisors LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 171,249 shares of the financial services provider’s stock after selling 1,279 shares during the quarter. JPMorgan Chase & Co. accounts for 1.0% of Valeo Financial Advisors LLC’s holdings, making […]

Merrion Investment Management Co LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,712 shares of the information services provider’s stock after selling 115 shares during the […]

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 […]

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 […]

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 […]

Cypress Wealth Services LLC lifted its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 5.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,467 shares of the technology company’s stock after acquiring an additional 71 […]

Cypress Wealth Services LLC acquired a new stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 1,133 shares of the technology company’s stock, valued at approximately $200,000. Several other institutional investors and hedge funds also […]

Cypress Wealth Services LLC trimmed its position in iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 19.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,741 shares of the company’s stock after selling 2,341 shares during the quarter. Cypress Wealth Services LLC’s […]

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. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,186 shares of the financial services provider’s stock after selling 54 shares during the quarter. Davies Financial Advisors Inc.’s […]

Franklin Street Advisors Inc. NC increased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 9.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,043 shares of the medical research company’s stock after purchasing an additional 3,599 shares during […]

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 […]

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. […]

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 […]

LVW Advisors LLC raised its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 13.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,088 shares of the financial services provider’s stock after acquiring an additional 499 shares during the period. LVW Advisors LLC’s […]

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 […]

Octavia Wealth Advisors LLC grew its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 15.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,290 shares of the company’s stock after purchasing an additional 301 shares during the quarter. Octavia […]

Octavia Wealth Advisors LLC boosted its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,945 shares of the enterprise software provider’s stock after buying an additional 76 shares during […]

Charles Schwab Trust Co lessened its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 9.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,983 shares of the enterprise software provider’s stock after selling 810 shares during […]

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 […]

Perfromance Wealth Partners LLC boosted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 17.4% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 10,245 shares of the credit services provider’s stock after acquiring an additional 1,520 shares during the period. Perfromance Wealth Partners […]

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 […]

Quotient Wealth Partners LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,842 shares of the financial services provider’s stock after purchasing an additional 75 shares during the quarter. Quotient […]

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 […]

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 […]

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 […]