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July 11, 2023
Proffitt & Goodson Inc. lessened its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,671 shares of the retailer’s stock after selling 123 shares during the quarter. Proffitt & Goodson Inc.’s […]
July 11, 2023
James Investment Research Inc. cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,404 shares of the company’s stock after selling 1,079 shares during the quarter. James Investment Research […]
July 11, 2023
Rooted Wealth Advisors Inc. trimmed its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 13.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 90,053 shares of the company’s stock after selling 14,099 shares […]
July 10, 2023
Caldwell Sutter Capital Inc. grew its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 151.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,256 shares of the retailer’s stock after purchasing an additional 756 shares during the […]
July 10, 2023
Meritage Portfolio Management increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,969 shares of the retailer’s stock after purchasing an additional 258 shares during the period. Meritage […]
July 10, 2023
Humankind Investments LLC raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 3.3% during the 1st quarter, Holdings Channel reports. The firm owned 6,675 shares of the retailer’s stock after buying an additional 213 shares during the quarter. Humankind Investments LLC’s holdings in Walmart were worth $984,000 at the end of the most […]
July 10, 2023
Everhart Financial Group Inc. raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 115.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 13,398 shares of the company’s stock after acquiring an additional 7,189 shares during the period. Everhart Financial Group Inc.’s holdings in […]
July 10, 2023
Busey Wealth Management raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 0.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,110 shares of the retailer’s stock after buying an additional 124 shares during the period. Busey Wealth Management’s holdings in Walmart […]
July 10, 2023
JB Capital LLC raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,976 shares of the retailer’s stock after purchasing an additional 711 shares during the quarter. Walmart comprises 0.6% of JB […]
July 9, 2023
IAG Wealth Partners LLC lessened its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 8.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 107,057 shares of the company’s stock after selling 10,121 shares during the period. SPDR Portfolio S&P 500 […]