Phillips Financial Management LLC decreased its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 11.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,678 shares of the company’s stock after selling 2,501 shares during the period. Phillips Financial […]
Applied Finance Capital Management LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 4.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 124,500 shares of the financial services provider’s stock after buying an additional […]
Sowell Financial Services LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 21.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 86,851 shares of the financial services provider’s stock after purchasing an additional 15,178 shares […]
Annis Gardner Whiting Capital Advisors LLC acquired a new stake in Novo Nordisk A/S (NYSE:NVO – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,501 shares of the company’s stock, valued at approximately $137,000. A number of other large […]
Beverly Hills Private Wealth LLC cut its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 38.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 760 shares of the aerospace company’s stock after selling 477 shares during the quarter. Beverly […]