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Carson Advisory Inc. Trims Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Carson Advisory Inc. decreased its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 18.2% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 910 shares of the basic materials company’s stock after selling 203 shares during the period. Carson Advisory Inc.’s holdings […]
United States Truist Financial Corp Carson Advisory Inc Envestnet Asset Management Inc International Assets Investment Management Chemicals Inc

Carson Advisory Inc. Buys 77 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Carson Advisory Inc. raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,096 shares of the company’s stock after purchasing an additional 77 shares during the […]
New York United States Exchange Commission Company Profile Carson Advisory Inc Sanders Morris Harris

Carson Advisory Inc. Has $341,000 Position in Boston Properties, Inc. (NYSE:BXP)

Carson Advisory Inc. increased its holdings in shares of Boston Properties, Inc. (NYSE:BXP – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,853 shares of the real estate investment trust’s stock after buying an additional 202 […]
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Duke Energy Co. (NYSE:DUK) is Carson Advisory Inc.'s 7th Largest Position

Carson Advisory Inc. increased its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 24.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,798 shares of the utilities provider’s stock after purchasing an additional 6,232 shares during the […]
United States Louise Renjel First Command Advisory Services Inc Duke Energy Co W Cole Advisors Inc Verum Partners

Carson Advisory Inc. Sells 211 Shares of Eaton Co. plc (NYSE:ETN)

Carson Advisory Inc. cut its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 6.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,099 shares of the industrial products company’s stock after selling 211 shares during the period. Carson Advisory Inc.’s holdings in Eaton […]
United States Ernestw Marshall Jr Heathb Monesmith Wealth Advisors Chilton Capital Management Authentikos Wealth Advisory

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Carson Advisory Inc. Has $470,000 Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Carson Advisory Inc. lowered its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 30.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,249 shares of the wireless technology company’s stock after selling 1,448 shares during the period. Carson Advisory Inc.’s holdings in QUALCOMM were worth $470,000 […]
Cristianor Amon Akashj Palkhiwala Cantor Fitzgerald Carson Advisory Inc Morgan Stanley Securities Exchange Commission

Aflac Incorporated (NYSE:AFL) Shares Sold by Carson Advisory Inc.

Carson Advisory Inc. reduced its holdings in Aflac Incorporated (NYSE:AFL – Free Report) by 10.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,376 shares of the financial services provider’s stock after selling 1,733 shares during the quarter. Aflac comprises 0.9% of […]
Raymond James Piper Sandler Masatoshi Koide Thomasj Kenny International Assets Investment Management Northern Trust Corp

Texas Permanent School Fund Corp Grows Holdings in Amazon.com, Inc. (NASDAQ:AMZN)

Texas Permanent School Fund Corp grew its position in Amazon.com, Inc. (NASDAQ:AMZN) by 0.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,876,066 shares of the e-commerce giant’s stock after buying an additional 4,260 shares during the quarter. Amazon.com accounts for 2.3% of […]
United States Jeffreyp Bezos Adam Selipsky Davidson Trust Co Exchange Commission Deutsche Bank Aktiengesellschaft

Carson Advisory Inc. Has $393,000 Stake in NVIDIA Co. (NASDAQ:NVDA)

Carson Advisory Inc. lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 4.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 903 shares of the computer hardware maker’s stock after buying an additional 40 shares during the period. […]
United States Quadro Nvidia Rtx Gpus Geforce Gpus Marka Stevens Sanfordc Bernstein Securities Exchange Commission

Carson Advisory Inc. Sells 2,679 Shares of Exxon Mobil Co. (NYSE:XOM)

Carson Advisory Inc. reduced its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 20.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,390 shares of the oil and gas company’s stock after selling 2,679 shares during the quarter. Exxon Mobil makes […]
United States Jeffreyw Ubben Leonardm Fox Redburn Atlantic Exxon Mobil Co Royal Bank

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