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May 2, 2024
Carson Advisory Inc. trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 25.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,091 shares of the pharmacy operator’s stock after selling 1,031 shares during the quarter. Carson Advisory Inc.’s […]
May 2, 2024
Carson Advisory Inc. cut its holdings in shares of Block, Inc. (NYSE:SQ – Free Report) by 11.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,940 shares of the technology company’s stock after selling 645 shares during the period. Carson […]
May 2, 2024
Carson Advisory Inc. cut its stake in Weyerhaeuser (NYSE:WY – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 29,359 shares of the real estate investment trust’s stock after selling 900 shares during the period. Carson Advisory Inc.’s […]
May 2, 2024
Carson Advisory Inc. cut its stake in shares of Ford Motor (NYSE:F – Free Report) by 38.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 45,705 shares of the auto manufacturer’s stock after selling 28,625 shares during the period. Carson Advisory Inc.’s holdings in […]
May 2, 2024
Carson Advisory Inc. decreased its holdings in Kimbell Royalty Partners, LP (NYSE:KRP – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 45,791 shares of the energy company’s stock after selling 2,150 shares during the quarter. Carson Advisory Inc.’s holdings […]
May 2, 2024
Carson Advisory Inc. lessened its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 14.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,727 shares of the company’s stock after selling 638 shares during the quarter. Carson Advisory Inc.’s holdings in […]
May 2, 2024
Carson Advisory Inc. cut its position in The Southern Company (NYSE:SO – Free Report) by 0.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 70,228 shares of the utilities provider’s stock after selling 539 shares during the quarter. Southern makes up approximately 3.8% of […]
May 2, 2024
Carson Advisory Inc. cut its holdings in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,667 shares of the pipeline company’s stock after selling 2,393 shares during the quarter. Carson Advisory Inc.’s […]
May 2, 2024
Carson Advisory Inc. trimmed its stake in General Electric (NYSE:GE – Free Report) by 5.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 4,921 shares of the conglomerate’s stock after selling 300 shares during the quarter. Carson Advisory Inc.’s holdings in General Electric were worth $628,000 at the end of the most recent reporting […]
May 2, 2024
Carson Advisory Inc. lowered its stake in Walker & Dunlop, Inc. (NYSE:WD – Free Report) by 6.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,150 shares of the financial services provider’s stock after selling 850 shares during the period. Walker & Dunlop makes […]