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June 29, 2023
Wendell David Associates Inc. decreased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 30,156 shares of the retailer’s stock after selling 150 shares during the quarter. Wendell David Associates […]
June 29, 2023
Ballast Inc. boosted its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 341,273 shares of the company’s stock after buying an additional 5,080 shares during the quarter. Invesco S&P […]
June 29, 2023
Ballast Inc. grew its stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 1.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 341,273 shares of the company’s stock after acquiring an additional 5,080 shares during the […]
June 29, 2023
Cardinal Capital Management lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 48,058 shares of the retailer’s stock after purchasing an additional 235 shares during the quarter. Walmart accounts for 1.5% […]
June 29, 2023
Mcdonald Partners LLC cut its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 1.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,974 shares of the company’s stock after selling 445 shares during the period. […]
June 28, 2023
Allworth Financial LP grew its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Get Rating) by 20.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,831,171 shares of the company’s stock after buying an additional 481,127 shares during […]
June 28, 2023
Insight Folios Inc trimmed its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) by 6.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,997 shares of the company’s stock after selling 211 shares during the quarter. Insight […]
June 27, 2023
Naples Global Advisors LLC raised its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) by 87.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,695 shares of the company’s stock after purchasing an additional 11,060 shares […]
June 27, 2023
Vigilare Wealth Management lowered its holdings in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 5.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,452 shares of the retailer’s stock after selling 497 shares during the period. Walmart comprises […]
June 26, 2023
Ade LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 6.6% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 32,652 shares of the company’s stock after purchasing an additional 2,016 shares during the quarter. iShares […]