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October 12, 2023
Carson Advisory Inc. raised its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 41.9% in the second quarter, Holdings Channel.com reports. The fund owned 6,653 shares of the company’s stock after buying an additional 1,964 shares during the quarter. Carson Advisory Inc.’s holdings in General Mills were worth $257,000 at the end of […]
October 11, 2023
Carson Advisory Inc. purchased a new stake in Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 4,626 shares of the financial services provider’s stock, valued at approximately $523,000. A number of other large investors also recently […]
October 11, 2023
Carson Advisory Inc. purchased a new position in Elevance Health, Inc. (NYSE:ELV – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 22,256 shares of the company’s stock, valued at approximately $4,317,000. Elevance Health comprises 3.6% of Carson […]
October 11, 2023
Carson Advisory Inc. lessened its position in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 81.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,259 shares of the company’s stock after selling 14,401 shares during the period. Carson […]
October 11, 2023
Carson Advisory Inc. decreased its position in International Business Machines Co. (NYSE:IBM – Free Report) by 3.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,596 shares of the technology company’s stock after selling 450 shares during the quarter. International Business […]
October 11, 2023
Carson Advisory Inc. increased its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 2.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,540 shares of the transportation company’s stock after acquiring an additional 725 shares during the quarter. […]
October 11, 2023
Carson Advisory Inc. bought a new stake in shares of Public Storage (NYSE:PSA – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 8,696 shares of the real estate investment trust’s stock, valued at approximately $767,000. A […]
October 11, 2023
Carson Advisory Inc. trimmed its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 3.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,596 shares of the technology company’s stock after selling 450 shares during the period. International Business Machines comprises […]
September 17, 2023
Peak Financial Advisors LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 75.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,843 shares of the company’s stock after selling 66,877 shares during […]
August 15, 2023
Kimbell Royalty Partners, LP (NYSE:KRP – Get Free Report) saw a significant decrease in short interest in the month of July. As of July 31st, there was short interest totalling 487,200 shares, a decrease of 13.2% from the July 15th total of 561,600 shares. Based on an average daily volume of 414,900 shares, the short-interest […]