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Carson Advisory Inc. Takes $226,000 Position in Autodesk, Inc. (NASDAQ:ADSK)

Carson Advisory Inc. bought a new stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,030 shares of the software company’s stock, valued at approximately $226,000. Other large investors have also modified […]
United Kingdom General United Kingdom United States Andrew Anagnost Robertw Baird Maryt Mcdowell
Source: wkrb13.com

Carson Advisory Inc. Makes New $185,000 Investment in Quest Diagnostics Incorporated (NYSE:DGX)

Carson Advisory Inc. acquired a new position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 23,100 shares of the medical research company’s stock, valued at approximately $185,000. Other large investors also recently bought and sold shares of […]
United States Piper Sandler Mark Sheptoff Financial Planning Morgan Stanley Creative Financial Designs Inc Carson Advisory Inc

Carson Advisory Inc. Sells 1,068 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Carson Advisory Inc. reduced its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 14.2% in the second quarter, HoldingsChannel.com reports. The firm owned 6,427 shares of the company’s stock after selling 1,068 shares during the period. Carson Advisory Inc.’s holdings in Schwab US Dividend Equity ETF were worth $467,000 at the […]
Dow Jones Tradewinds Capital Management O Shaughnessy Asset Management Carson Advisory Inc Graham Capital Wealth Management Sage Mountain Advisors

8,656 Shares in iShares U.S. Financials ETF (NYSEARCA:IYF) Bought by Carson Advisory Inc.

Carson Advisory Inc. acquired a new position in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 8,656 shares of the company’s stock, valued at approximately $268,000. A number of other […]
United States Nova Scotia Dow Jones Blackrock Inc Citigroup Inc Ironwood Wealth Management
Source: wkrb13.com

4,932 Shares in Devon Energy Co. (NYSE:DVN) Acquired by Carson Advisory Inc.

Carson Advisory Inc. acquired a new stake in Devon Energy Co. (NYSE:DVN – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 4,932 shares of the energy company’s stock, valued at approximately $238,000. Several other large investors also recently […]
United States Oklahoma City Dennisc Cameron Stifel Nicolaus Piper Sandler News Ratings For Devon Energy Daily

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Carson Advisory Inc. Makes New Investment in Devon Energy Co. (NYSE:DVN)

Carson Advisory Inc. bought a new stake in Devon Energy Co. (NYSE:DVN – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor bought 4,932 shares of the energy company’s stock, valued at approximately $238,000. A number of other hedge funds and other institutional investors have also recently modified their holdings of the […]
United States Oklahoma City Piper Sandler Dennisc Cameron Devon Energy Price Performance Devon Energy Cuts Dividend
Source: wkrb13.com

Carson Advisory Inc. Reduces Position in Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Carson Advisory Inc. reduced its stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 5.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,619 shares of the company’s stock after selling 1,041 shares during the quarter. Carson Advisory Inc.’s […]
Gerhard Zeiler Raymond James China Universal Asset Management Co Seizert Capital Partners Securities Exchange Commission Virtu Financial
Source: wkrb13.com

Carson Advisory Inc. Sells 1,000 Shares of Intel Co. (NASDAQ:INTC)

Carson Advisory Inc. trimmed its holdings in Intel Co. (NASDAQ:INTC – Free Report) by 5.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,465 shares of the chip maker’s stock after selling 1,000 shares during the period. Carson Advisory Inc.’s holdings in Intel […]
Robertw Baird Patrickp Gelsinger Carson Advisory Inc Lumature Wealth Partners Exchange Commission Client Computing Group
Source: wkrb13.com

Carson Advisory Inc. Decreases Stake in Intel Co. (NASDAQ:INTC)

Carson Advisory Inc. decreased its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 5.7% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 16,465 shares of the chip maker’s stock after selling 1,000 shares during the quarter. Carson Advisory Inc.’s holdings in Intel were worth $551,000 as of its most recent […]
Raymond James Patrickp Gelsinger China Universal Asset Management Co Deutsche Bank Aktiengesellschaft Intel Co Data Center

Carson Advisory Inc. Makes New Investment in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RCD)

Carson Advisory Inc. purchased a new stake in shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RCD – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,758 shares of the company’s stock, valued at approximately $615,000. Several other […]
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