Concurrent Investment Advisors LLC trimmed its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 1.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,421 shares of the company’s stock after selling 475 shares during the period. Concurrent Investment […]

LGT Financial Advisors LLC decreased its holdings in Onto Innovation Inc. (NYSE:ONTO – Free Report) by 36.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 155 shares of the semiconductor company’s stock after selling 90 shares during the period. LGT Financial […]

Ballast Advisors LLC reduced its position in shares of American Express (NYSE:AXP) by 5.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,365 shares of the payment services company’s stock after selling 130 shares during the period. Ballast Advisors LLC’s holdings in American […]