Page 12 - Carson Advisory News Today

Carson Advisory Inc. purchased a new stake in Oracle Co. (NYSE:ORCL – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,829 shares of the enterprise software provider’s stock, valued at approximately $231,000. Other hedge funds and other institutional investors […]

Carson Advisory Inc. trimmed its stake in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 5.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,749 shares of the technology company’s stock after selling 789 shares during the quarter. […]

Carson Advisory Inc. cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 14.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,961 shares of the company’s stock after selling 500 shares during the quarter. Carson Advisory Inc.’s holdings […]

Carson Advisory Inc. grew its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,182 shares of the home improvement retailer’s stock after buying an additional 224 shares during the quarter. […]

Carson Advisory Inc. boosted its stake in United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 5.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,695 shares of the transportation company’s stock after purchasing an additional 462 shares during […]

Carson Advisory Inc. bought a new position in shares of Oracle Co. (NYSE:ORCL – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 2,829 shares of the enterprise software provider’s stock, valued at approximately $231,000. Other hedge funds have also recently added to or reduced their stakes in the company. Belpointe Asset […]

David J Yvars Group lifted its position in Royce Value Trust Inc. (NYSE:RVT – Get Rating) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,550 shares of the financial services provider’s stock after buying an additional 1,785 shares during the […]

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