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October 14, 2023
Shell Asset Management Co. raised its holdings in Iron Mountain Incorporated (NYSE:IRM – Free Report) by 6.0% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 48,299 shares of the financial services provider’s stock after purchasing an additional 2,730 shares during the period. Shell Asset Management Co.’s holdings in Iron Mountain were worth $2,744,000 […]
October 13, 2023
Country Club Bank GFN trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 72,320 shares of the financial services provider’s stock after selling 3,800 shares during the period. Country Club Bank GFN’s holdings in JPMorgan Chase & […]
October 13, 2023
Nikulski Financial Inc. boosted its position in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 16.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,125 shares of the company’s stock after buying an additional 1,304 shares during the quarter. Nikulski […]
October 13, 2023
Waycross Investment Management Co decreased its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 14.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 48,110 shares of the company’s stock after selling 8,050 shares during the quarter. Pacer US […]
October 13, 2023
Calamos Advisors LLC boosted its stake in Magellan Midstream Partners, L.P. (NYSE:MMP – Free Report) by 1,387.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 738,660 shares of the pipeline company’s stock after purchasing an additional 689,000 shares during the period. Calamos Advisors LLC owned about 0.37% […]
October 12, 2023
StockNews.com initiated coverage on shares of Magellan Midstream Partners (NYSE:MMP – Free Report) in a research report report published on Monday morning. The firm issued a hold rating on the pipeline company’s stock. A number of other brokerages have also recently commented on MMP. Barclays upped their target price on shares of Magellan Midstream Partners […]
October 11, 2023
River Street Advisors LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,848 shares of the financial services provider’s stock after selling 316 shares during […]
October 10, 2023
Grove Bank & Trust grew its position in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 48.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,391 shares of the company’s stock after purchasing an additional 6,950 shares […]
October 10, 2023
RBA Wealth Management LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 88.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,756 shares of the financial services provider’s stock after selling 30,084 shares during the quarter. RBA Wealth Management […]
October 10, 2023
Segment Wealth Management LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 11.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 13,284 shares of the financial services provider’s stock after selling 1,775 shares during the period. Segment Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,932,000 as of […]