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July 28, 2023
Element Wealth LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 6.6% during the first quarter, HoldingsChannel.com reports. The firm owned 1,781 shares of the retailer’s stock after selling 126 shares during the quarter. Element Wealth LLC’s holdings in Walmart were worth $263,000 as of its most recent SEC filing. A number […]
July 28, 2023
Symphony Financial Ltd. Co. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 35.6% during the first quarter, Holdings Channel.com reports. The fund owned 7,660 shares of the company’s stock after selling 4,242 shares during the period. Symphony Financial Ltd. Co.’s holdings in iShares Core S&P 500 ETF […]
July 28, 2023
NorthRock Partners LLC increased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 15.0% in the first quarter, Holdings Channel reports. The firm owned 9,917 shares of the retailer’s stock after buying an additional 1,293 shares during the quarter. NorthRock Partners LLC’s holdings in Walmart were worth $1,462,000 at the end of […]
July 28, 2023
Schiavi & Co LLC lifted its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 179.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 195,489 shares of the company’s stock after acquiring an additional 125,556 shares during the quarter. […]
July 28, 2023
Mainstay Capital Management LLC ADV increased its holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,802,634 shares of the company’s stock after purchasing an additional 41,612 […]
July 28, 2023
Gryphon Financial Partners LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 18,983 shares of the exchange traded fund’s stock after selling 484 shares during the period. Gryphon Financial Partners […]
July 28, 2023
Concentrum Wealth Management bought a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 2,220 shares of the retailer’s stock, valued at approximately $327,000. Other institutional investors also recently bought and sold shares of the company. Carl Stuart Investment Advisor Inc. purchased a new stake in […]
July 27, 2023
Anchor Capital Advisors LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 112,431 shares of the retailer’s stock after buying an additional 710 shares during the period. Anchor Capital Advisors LLC’s holdings in Walmart were worth $16,578,000 as of […]
July 25, 2023
Adell Harriman & Carpenter Inc. boosted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,317 shares of the retailer’s stock after buying an additional 667 shares during the period. Adell […]
July 25, 2023
Quantinno Capital Management LP increased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 4.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 55,247 shares of the retailer’s stock after purchasing an additional 2,132 shares during […]