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July 21, 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lessened its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,920 shares of the retailer’s stock after selling 76 shares during the period. […]
July 20, 2023
Advisory Alpha LLC raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 12.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,583 shares of the company’s stock after purchasing an additional 4,715 shares during the quarter. […]
July 20, 2023
Jacobsen Capital Management bought a new position in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,160 shares of the retailer’s stock, valued at approximately $318,000. Several other hedge funds and other institutional investors […]
July 20, 2023
Valmark Advisers Inc. lifted its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 28.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,229 shares of the company’s stock after buying an additional 3,788 shares during the quarter. Valmark Advisers Inc.’s holdings […]
July 20, 2023
Dover Advisors LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 777 shares of the company’s stock after selling 25 shares during the period. Dover Advisors […]
July 20, 2023
Analyst IMS Investment Management Services Ltd. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 1,400 shares of the retailer’s stock, valued at approximately $204,000. Several other large investors also recently modified their holdings of WMT. Dark Forest Capital Management LP acquired […]
July 20, 2023
Amalgamated Bank boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 8.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 400,650 shares of the retailer’s stock after purchasing an additional 31,420 shares during the period. Walmart accounts for about 0.5% of […]
July 20, 2023
IFS Advisors LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,629 shares of the company’s stock after selling 1,844 shares during the period. iShares Core […]
July 19, 2023
Gould Asset Management LLC CA trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,291 shares of the retailer’s stock after selling 200 shares during the […]
July 19, 2023
Lincoln National Corp increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 2.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,616,025 shares of the company’s stock after purchasing an additional 39,103 shares during the quarter. […]