Valeo Financial Advisors LLC decreased its stake in Snowflake Inc. (NYSE:SNOW – Free Report) by 14.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 15,720 shares of the company’s stock after selling 2,591 shares during the quarter. Valeo Financial Advisors LLC’s holdings in […]

Fermata Advisors LLC lessened its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,753 shares of the company’s stock after selling 379 shares during the quarter. Fermata Advisors LLC’s holdings […]

Stolper Co trimmed its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 1.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 24,532 shares of the financial services provider’s stock after selling 256 shares during the quarter. Stolper Co’s holdings in Morgan Stanley were worth $2,557,000 at the end of […]

LVW Advisors LLC boosted its stake in Medtronic plc (NYSE:MDT – Free Report) by 51.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,349 shares of the medical technology company’s stock after buying an additional 6,231 shares during the period. LVW […]

LVW Advisors LLC trimmed its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 15.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 12,654 shares of the financial services provider’s stock after selling 2,361 shares during the quarter. LVW Advisors LLC’s holdings in Morgan Stanley were worth $1,319,000 at the […]