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July 30, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 29, 2023
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 […]
July 28, 2023
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 […]