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SignalPoint Asset Management LLC Has $4.20 Million Stake in Walmart Inc. (NYSE:WMT)

SignalPoint Asset Management LLC lifted its holdings in Walmart Inc. (NYSE:WMT – Get Rating) by 0.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,458 shares of the retailer’s stock after acquiring an additional 91 shares during the period. Walmart […]
United States Alicel Walton S Robson Walton Ulland Investment Advisors Financial Group Walmart International
Source: wkrb13.com

Raymond James & Associates Sells 81,752 Shares of Walmart Inc. (NYSE:WMT)

Raymond James & Associates lowered its stake in Walmart Inc. (NYSE:WMT – Get Rating) by 1.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,115,100 shares of the retailer’s stock after selling 81,752 shares during the period. Raymond James & […]
United States S Robson Walton Alicel Walton Gordon Haskett Walmart Company Profile Walmart International

Beacon Financial Group Has $2.36 Million Stake in Walmart Inc. (NYSE:WMT)

Beacon Financial Group trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 4.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,691 shares of the retailer’s stock after selling 740 shares during the quarter. Beacon Financial Group’s holdings in […]
S Robson Walton Jimc Walton Ulland Investment Advisors My Personal Securities Exchange Commission Financial Group

Raymond James & Associates Sells 81,752 Shares of Walmart Inc. (NYSE:WMT)

Raymond James & Associates reduced its position in Walmart Inc. (NYSE:WMT – Get Rating) by 1.9% during the first quarter, Holdings Channel reports. The institutional investor owned 4,115,100 shares of the retailer’s stock after selling 81,752 shares during the quarter. Raymond James & Associates’ holdings in Walmart were worth $606,771,000 as of its most recent […]
Stifel Nicolaus S Robson Walton Johnr Furner Royal Bank Securities Exchange Commission Raymond James Associates
Source: wkrb13.com

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Acquired by HB Wealth Management LLC

HB Wealth Management LLC lifted its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 7.5% in the first quarter, HoldingsChannel.com reports. The firm owned 3,503,816 shares of the company’s stock after purchasing an additional 243,754 shares during the quarter. SPDR Portfolio S&P 500 Growth ETF comprises 3.2% of HB Wealth […]
Ci Private Wealth Moneta Group Investment Advisors Hb Wealth Management First Command Advisory Services Inc Get Rating Group Investment Advisors

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iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Elk River Wealth Management LLC

Elk River Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 18.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 58,446 shares of the company’s stock after buying an additional 9,071 shares during the […]
United States Japan Science Technology Agency Exchange Commission Neuberger Berman Group Elk River Wealth Management Moneta Group Investment Advisors

HB Wealth Management LLC Has $186.05 Million Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

HB Wealth Management LLC increased its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 7.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,503,816 shares of the company’s stock after buying an additional 243,754 shares during […]
Equitable Holdings Inc First Command Advisory Services Inc Exchange Commission Moneta Group Investment Advisors Morgan Stanley Hb Wealth Management
Source: wkrb13.com

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Acquired by SFG Wealth Management LLC.

SFG Wealth Management LLC. boosted its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 6.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,253 shares of the company’s stock after buying an additional 601 […]
Equitable Holdings Inc Morgan Stanley Moneta Group Investment Advisors First Command Advisory Services Inc Wealth Management Sfg Wealth Management

Appleton Partners Inc. MA Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Appleton Partners Inc. MA grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,294 shares of the company’s stock after buying an additional 207 shares during the period. Appleton […]
United States Appleton Partners Inc Japan Science Technology Agency Company Profile Financial Services Group Inc Securities Exchange Commission

ST Germain D J Co. Inc. Grows Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

ST Germain D J Co. Inc. lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 169.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 8,491 shares of the company’s stock after purchasing an additional 5,340 shares during the period. ST Germain D […]
United States St Germaindj Co First Command Advisory Services Inc Financial Services Group Inc Company Profile Japan Science Technology Agency

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