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August 2, 2023
Carson Advisory Inc. lowered its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 140,233 shares of the technology company’s stock after selling 5,826 shares during the […]
August 2, 2023
Carson Advisory Inc. reduced its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 19.5% in the first quarter, HoldingsChannel reports. The firm owned 4,140 shares of the biopharmaceutical company’s stock after selling 1,000 shares during the quarter. Carson Advisory Inc.’s holdings in Bristol-Myers Squibb were worth $287,000 as of its most recent […]
August 2, 2023
Carson Advisory Inc. reduced its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 5.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,183 shares of the transportation company’s stock after selling 512 shares during the quarter. United […]
May 8, 2023
Carson Advisory Inc. trimmed its position in Ford Motor (NYSE:F – Get Rating) by 12.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,543 shares of the auto manufacturer’s stock after selling 5,636 shares during the quarter. Carson Advisory […]
May 8, 2023
Carson Advisory Inc. raised its holdings in The Southern Company (NYSE:SO – Get Rating) by 3.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 72,916 shares of the utilities provider’s stock after buying an additional 2,618 shares during the quarter. Southern accounts for about […]
May 8, 2023
Carson Advisory Inc. lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,562 shares of the company’s stock after purchasing an additional 398 shares during the quarter. Carson Advisory Inc.’s […]
May 8, 2023
Carson Advisory Inc. raised its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 19.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,230 shares of the company’s stock after purchasing an additional 521 shares during the period. […]
May 8, 2023
Carson Advisory Inc. trimmed its holdings in shares of Prudential Financial, Inc. (NYSE:PRU – Get Rating) by 5.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,519 shares of the financial services provider’s stock after selling 500 shares during the quarter. Carson Advisory Inc.’s holdings in Prudential Financial were worth $847,000 as of […]
May 8, 2023
Carson Advisory Inc. boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,254 shares of the company’s stock after acquiring an additional 317 shares during the period. PepsiCo accounts […]
May 8, 2023
Carson Advisory Inc. purchased a new position in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,469 shares of the computer hardware maker’s stock, valued at approximately $215,000. A number of other […]