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May 24, 2023
Bison Wealth LLC decreased its position in CVS Health Co. (NYSE:CVS – Get Rating) by 4.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 21,500 shares of the pharmacy operator’s stock after selling 1,101 shares during the period. Bison Wealth LLC’s holdings in CVS Health were […]
May 24, 2023
Bison Wealth LLC boosted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 5.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,321 shares of the home improvement retailer’s stock after purchasing an additional 396 shares during the quarter. Bison […]
May 24, 2023
Bison Wealth LLC decreased its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Get Rating) by 10.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 7,665 shares of the company’s stock after selling 918 shares during the quarter. Bison Wealth LLC’s holdings in Hilton Worldwide were worth $1,095,000 as of […]
May 24, 2023
SYSTM Wealth Solutions LLC bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) during the fourth quarter, Holdings Channel reports. The firm bought 64,270 shares of the transportation company’s stock, valued at approximately $11,173,000. United Parcel Service accounts for 1.4% of SYSTM Wealth Solutions LLC’s investment portfolio, making the […]
May 24, 2023
Bison Wealth LLC lifted its position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Get Rating) by 10.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,873 shares of the exchange traded fund’s stock after purchasing an additional 452 shares […]
May 24, 2023
Bison Wealth LLC lifted its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,035 shares of the oil and gas company’s stock after purchasing an additional 207 shares during the quarter. Bison […]
May 24, 2023
Wealth Advisory Solutions LLC boosted its position in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 6.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 149,241 shares of the apparel and home fashions retailer’s stock after buying an additional 8,449 shares […]
May 24, 2023
Bison Wealth LLC lowered its stake in shares of Clean Harbors, Inc. (NYSE:CLH – Get Rating) by 8.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,153 shares of the business services provider’s stock after selling 1,027 shares during the period. […]
May 24, 2023
Bison Wealth LLC increased its holdings in shares of Overlay Shares Core Bond ETF (NYSEARCA:OVB – Get Rating) by 81.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 255,933 shares of the company’s stock after acquiring an additional 114,839 shares during the […]
May 24, 2023
Wealth Advisory Solutions LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Get Rating) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,548 shares of the company’s stock after selling 1,987 shares during the quarter. Eli Lilly and […]