Portside Wealth Group LLC grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 14,920 shares of the oil and gas company’s stock after buying an additional 219 shares during the period. […]
First Horizon Advisors Inc. decreased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,206 shares of the CRM provider’s stock after selling 2,028 shares during the period. First Horizon Advisors Inc.’s […]
Financial Advocates Investment Management lifted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 108.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,158 shares of the exchange traded fund’s stock after acquiring an additional […]
Archford Capital Strategies LLC decreased its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 5,777 shares of the CRM provider’s stock after selling 160 shares during the period. Archford Capital Strategies LLC’s holdings in Salesforce were worth $1,171,000 as of its most recent […]
Northwest Bancshares Inc. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.7% during the 3rd quarter, Holdings Channel reports. The firm owned 7,002 shares of the exchange traded fund’s stock after selling 345 shares during the quarter. Northwest Bancshares Inc.’s holdings in iShares MSCI EAFE ETF were worth $483,000 at […]