Summit Wealth Partners LLC bought a new stake in Morgan Stanley (NYSE:MS – Free Report) in the first quarter, HoldingsChannel.com reports. The fund bought 7,410 shares of the financial services provider’s stock, valued at approximately $1,219,000. Several other institutional investors also recently made changes to their positions in MS. Purpose Unlimited Inc. bought a new […]

Independent Franchise Partners LLP acquired a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 537,999 shares of the CRM provider’s stock, valued at approximately $142,521,000. Salesforce comprises about 0.9% of […]

Vantus Wealth LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,050 shares of the financial services provider’s stock, valued at approximately $1,949,000. JPMorgan Chase & Co. comprises […]