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Carson Advisory Inc. Purchases Shares of 19,449 Haleon plc (NYSE:HLN)

Carson Advisory Inc. purchased a new stake in shares of Haleon plc (NYSE:HLN – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 19,449 shares of the company’s stock, valued at approximately $642,000. Other hedge funds and other institutional investors also recently modified […]
United States Asia Pacific City State Bank Carson Advisory Inc Exchange Commission American National Bank

Carson Advisory Inc. Increases Position in CarMax, Inc. (NYSE:KMX)

Carson Advisory Inc. boosted its holdings in CarMax, Inc. (NYSE:KMX – Free Report) by 119.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,998 shares of the company’s stock after buying an additional 3,810 shares during the quarter. Carson Advisory Inc.’s holdings in […]
United States Jong Daniels Blume Capital Management Inc Royal Bank Vitalstone Financial Capital Advisors Ltd

Carson Advisory Inc. Acquires New Shares in Qualys, Inc. (NASDAQ:QLYS)

Carson Advisory Inc. bought a new position in shares of Qualys, Inc. (NASDAQ:QLYS – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,904 shares of the software maker’s stock, valued at approximately $584,000. Several other institutional investors also recently […]
United States Sumedhs Thakar Brucek Posey Network Detection Qualys Inc Fortis Capital Advisors

General Electric (NYSE:GE) Holdings Decreased by Carson Advisory Inc.

Carson Advisory Inc. cut its position in shares of General Electric (NYSE:GE – Free Report) by 20.6% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 6,298 shares of the conglomerate’s stock after selling 1,630 shares during the period. Carson Advisory Inc.’s holdings in General Electric were worth $692,000 as of its most recent filing […]
Michaelj Holston Carson Advisory Inc Calamos Wealth Management Capital Investment Advisory Services Wells Fargo Company Securities Exchange Commission

Carson Advisory Inc. Sells 1,600 Shares of Occidental Petroleum Co. (NYSE:OXY)

Carson Advisory Inc. lowered its position in shares of Occidental Petroleum Co. (NYSE:OXY – Free Report) by 11.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,852 shares of the oil and gas producer’s stock after selling 1,600 shares during the quarter. Carson Advisory […]
United States Occidental Petroleum Corporation Herold Advisors Inc Carson Advisory Inc Advisory Services Lazard Asset Management

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Carson Advisory Inc. Has $1.60 Million Stock Position in Bank of America Co. (NYSE:BAC)

Carson Advisory Inc. lessened its stake in Bank of America Co. (NYSE:BAC – Free Report) by 1.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,822 shares of the financial services provider’s stock after selling 668 shares during the quarter. […]
United States Jamesp Demare News Ratings For Bank Quarter For Bank Pasadena Private Wealth Fort Sheridan Advisors

Carson Advisory Inc. Has $500,000 Holdings in Eli Lilly and Company (NYSE:LLY)

Carson Advisory Inc. lessened its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.5% during the second quarter, HoldingsChannel reports. The fund owned 1,065 shares of the company’s stock after selling 99 shares during the quarter. Carson Advisory Inc.’s holdings in Eli Lilly and Company were worth $500,000 as of its most […]
Eli Lilly Alonzo Weems Bogart Wealth Lilly Endowment Inc Raleigh Capital Management Inc Carson Advisory Inc

Carson Advisory Inc. Acquires Shares of 723 BorgWarner Inc. (NYSE:BWA)

Carson Advisory Inc. purchased a new position in BorgWarner Inc. (NYSE:BWA – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 723 shares of the auto parts company’s stock, valued at approximately $321,000. A number of other institutional investors have also recently […]
Robertw Baird Ltd Zurich Exchange Commission Macquarie Group Ltd Carson Advisory Inc Dimensional Fund Advisors

658 Shares in NorthWestern Energy Group, Inc. (NYSE:NWE) Bought by Carson Advisory Inc.

Carson Advisory Inc. bought a new position in shares of NorthWestern Energy Group, Inc. (NYSE:NWE – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 658 shares of the company’s stock, valued at approximately $300,000. A number of […]
New Mexico United States Raymond James Associates Atria Wealth Solutions Inc Northwestern Energy Group Inc Northwestern Energy Group Stock Performance

Carson Advisory Inc. Takes $338,000 Position in Airbnb, Inc. (NASDAQ:ABNB)

Carson Advisory Inc. bought a new stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,128 shares of the company’s stock, valued at approximately $338,000. Several other hedge funds and other institutional investors […]
Aristotlen Balogh Catherinec Powell Securities Exchange Commission Airbnb Inc Morgan Stanley Pinnacle Associates Ltd
Source: wkrb13.com

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