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August 4, 2023
Destination Wealth Management bought a new stake in International Business Machines Co. (NYSE:IBM – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,342 shares of the technology company’s stock, valued at approximately $307,000. Several other institutional investors have […]
August 2, 2023
Andesa Financial Management Inc. grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 98.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 47,022 shares of the retailer’s stock after acquiring an additional 23,374 shares during the period. Walmart accounts for approximately […]
August 2, 2023
Nordwand Advisors LLC bought a new stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 394 shares of the technology company’s stock, valued at approximately $52,000. Several other large investors have also recently bought and […]
August 2, 2023
Levy Wealth Management Group LLC raised its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 6.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 151,383 shares of the company’s stock after buying an additional 8,794 […]
August 2, 2023
Ten Capital Wealth Advisors LLC grew its position in Walmart Inc. (NYSE:WMT – Free Report) by 13.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,038 shares of the retailer’s stock after purchasing an additional 123 shares during the quarter. Ten Capital Wealth […]
August 1, 2023
Peddock Capital Advisors LLC raised its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 6.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,387 shares of the technology company’s stock after acquiring an additional 526 shares during the period. Peddock […]
August 1, 2023
Resolute Wealth Strategies LLC acquired a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 5,680 shares of the retailer’s stock, valued at approximately $838,000. Walmart comprises approximately 0.7% of Resolute Wealth Strategies LLC’s investment portfolio, making the stock its 25th biggest position. Several […]
August 1, 2023
Oregon Public Employees Retirement Fund lessened its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 108,502 shares of the retailer’s stock after selling 433 shares during the period. Oregon Public Employees […]
July 31, 2023
Great Diamond Partners LLC boosted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 9.0% during the 1st quarter, HoldingsChannel reports. The fund owned 5,544 shares of the retailer’s stock after buying an additional 460 shares during the quarter. Great Diamond Partners LLC’s holdings in Walmart were worth $817,000 as of its […]
July 31, 2023
Cahaba Wealth Management Inc. decreased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,489 shares of the retailer’s stock after selling 77 shares during the period. Cahaba […]