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Founders Financial Securities LLC Grows Position in International Business Machines Co. (NYSE:IBM)

Founders Financial Securities LLC increased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 13.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,204 shares of the technology company’s stock after acquiring an additional 1,412 shares during […]
United States Stifel Nicolaus International Business Machines Co International Business Machines Corporation First Command Advisory Services Inc International Business Machines Stock Performance
Source: wkrb13.com

Liberty Wealth Management LLC Makes New $259,000 Investment in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Liberty Wealth Management LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,381 shares of the company’s stock, valued at approximately $259,000. Several other large […]
Fairfield Bush First Command Advisory Services Inc Liberty Wealth Management Exchange Commission Wealth Partners Capital Directions Investment Advisors

Cassaday & Co Wealth Management LLC Buys 216 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Cassaday & Co Wealth Management LLC raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,844 shares of the exchange traded fund’s stock after acquiring an additional 216 shares […]
United States Moneta Group Investment Advisors Northwestern Mutual Wealth Management Co Morgan Stanley York Mellon Corp Index Fund

J.W. Cole Advisors Inc. Grows Holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

J.W. Cole Advisors Inc. raised its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 19.8% during the first quarter, Holdings Channel.com reports. The firm owned 26,916 shares of the company’s stock after buying an additional 4,452 shares during the period. J.W. Cole Advisors Inc.’s holdings in SPDR Portfolio S&P 500 […]
W Cole Advisors Inc Moneta Group Investment Advisors Holdings Channel First Command Advisory Services Inc Jw Cole Advisors Inc Ci Private Wealth

Jump Financial LLC Purchases New Position in Walmart Inc. (NYSE:WMT)

Jump Financial LLC purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 27,556 shares of the retailer’s stock, valued at approximately $4,063,000. Other institutional investors and hedge funds have also recently added to […]
Alicel Walton Ceoc Douglas Mcmillon Piper Sandler Walmart Neighborhood Market Securities Exchange Commission First Command Advisory Services Inc

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International Business Machines Co. (NYSE:IBM) Shares Acquired by Aveo Capital Partners LLC

Aveo Capital Partners LLC lifted its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 6.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,846 shares of the technology company’s stock after purchasing an additional 172 […]
United States Stifel Nicolaus Credit Suisse Group Red Tortoise International Business Machines Co First Command Advisory Services Inc

SS&H Financial Advisors Inc. Purchases New Position in Walmart Inc. (NYSE:WMT)

SS&H Financial Advisors Inc. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,436 shares of the retailer’s stock, valued at approximately $212,000. Other hedge funds […]
Johnr Furner David Chojnowski Securities Exchange Commission Walmart Inc Jpmorgan Chase Co Newsquare Capital

Achmea Investment Management B.V. Grows Stock Holdings in International Business Machines Co. (NYSE:IBM)

Achmea Investment Management B.V. raised its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 30.0% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 101,917 shares of the technology company’s stock after purchasing an additional 23,544 shares during the […]
United States Securities Exchange Commission International Business Machines Dividend Announcement Morgan Stanley International Business Machines Corporation First Command Advisory Services Inc
Source: wkrb13.com

Fi3 FINANCIAL ADVISORS LLC Has $19.18 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Fi3 FINANCIAL ADVISORS LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 198,320 shares of the exchange traded fund’s stock after purchasing an additional 12,251 […]
United States Morgan Stanley Index Fund Moneta Group Investment Advisors First Command Advisory Services Inc Securities Exchange Commission

Walmart Inc. (NYSE:WMT) Shares Acquired by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 8.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,661 shares of the retailer’s stock after purchasing an additional 1,644 shares during the […]
Jimc Walton Alicel Walton Axxcess Wealth Management First Command Advisory Services Inc Walmart Neighborhood Market Walmart International
Source: wkrb13.com

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