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August 10, 2023
Equitable Trust Co. lifted its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 6.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 6,720 shares of the technology company’s stock after purchasing an additional 400 shares during the quarter. Equitable Trust Co.’s holdings in International Business Machines were […]
August 10, 2023
JDM Financial Group LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 193.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 813 shares of the exchange traded fund’s stock after purchasing an […]
August 10, 2023
Wrapmanager Inc. trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.2% in the 1st quarter, Holdings Channel reports. The firm owned 3,115 shares of the retailer’s stock after selling 391 shares during the quarter. Wrapmanager Inc.’s holdings in Walmart were worth $459,000 at the end of the most recent quarter. […]
August 10, 2023
West Coast Financial LLC acquired a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,398 shares of the retailer’s stock, valued at approximately $206,000. Other large investors also recently […]
August 10, 2023
Charter Research & Investment Group Inc. increased its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 1.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,766 shares of the technology company’s stock after purchasing an additional 289 […]
August 10, 2023
Charter Research & Investment Group Inc. raised its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 1.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,766 shares of the technology company’s stock after purchasing an additional 289 shares during […]
August 10, 2023
Kanawha Capital Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,605 shares of the exchange traded fund’s stock after buying […]
August 10, 2023
Armbruster Capital Management Inc. cut its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,400 shares of the retailer’s stock after selling 175 shares during the quarter. Armbruster Capital Management […]
August 9, 2023
Terril Brothers Inc. purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,434 shares of the retailer’s stock, valued at approximately $211,000. A number of other large investors have […]
August 9, 2023
Brighton Jones LLC decreased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 18,861 shares of the retailer’s stock after selling 2,344 shares during the quarter. Brighton Jones LLC’s holdings in Walmart were worth $2,781,000 at the end of the most recent […]