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Patient Capital Management LLC Sells 38,707 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Patient Capital Management LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 12.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 268,411 shares of the financial services provider’s stock after selling 38,707 shares during the quarter. JPMorgan Chase & […] ....

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Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) Stake Lowered by Syverson Strege & Co

Syverson Strege & Co trimmed its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 6.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 46,062 shares of the company’s stock after selling 3,110 shares during the quarter. Dimensional U.S. […] ....

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Vivaldi Capital Management LP Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Vivaldi Capital Management LP lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 31.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,933 shares of the financial services provider’s stock after purchasing an additional 1,888 shares during the quarter. Vivaldi Capital Management […] ....

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Elevate Wealth Advisory Inc. Makes New Investment in Dimensional International High Profitability ETF (BATS:DIHP)

Elevate Wealth Advisory Inc. acquired a new position in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 9,162 shares of the company’s stock, valued at approximately $235,000. Other hedge funds have also recently bought and sold shares of the company. Intrepid […] ....

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AT&T Inc. (NYSE:T) Shares Sold by KPP Advisory Services LLC

KPP Advisory Services LLC lowered its stake in AT&T Inc. (NYSE:T – Free Report) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 146,579 shares of the technology company’s stock after selling 1,728 shares during the quarter. AT&T comprises 2.2% of KPP Advisory Services LLC’s investment portfolio, making the stock its 6th largest […] ....

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