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August 12, 2023
S&CO Inc. trimmed its position in RTX Co. (NYSE:RTX – Free Report) by 7.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 19,878 shares of the company’s stock after selling 1,500 shares during the period. S&CO Inc.’s holdings in RTX were worth $1,946,000 as of its […]
August 12, 2023
S&CO Inc. lessened its stake in RTX Co. (NYSE:RTX – Free Report) by 7.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 19,878 shares of the company’s stock after selling 1,500 shares during the quarter. S&CO Inc.’s holdings in RTX were worth $1,946,000 at the end of the most recent reporting period. Other […]
August 11, 2023
Trifecta Capital Advisors LLC lifted its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 100.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,556 shares of the company’s stock after acquiring an additional 15,305 shares during the quarter. […]
August 2, 2023
Canal Capital Management LLC boosted its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 3.3% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 3,702 shares of the company’s stock after purchasing an additional 117 shares during the period. Canal Capital Management LLC’s holdings in […]
July 30, 2023
Calamos Wealth Management LLC cut its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,102 shares of the company’s stock after selling 605 shares during the quarter. Calamos Wealth Management […]
July 29, 2023
Cassaday & Co Wealth Management LLC decreased its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 98.9% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,151 shares of the company’s stock after selling 296,079 shares during the period. Cassaday & Co Wealth […]
July 29, 2023
Marks Group Wealth Management Inc raised its stake in shares of Visa Inc. (NYSE:V – Free Report) by 52.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 56,155 shares of the credit-card processor’s stock after purchasing an additional 19,292 shares during the period. Visa accounts […]
July 29, 2023
TrinityPoint Wealth LLC lifted its position in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) by 49.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,535 shares of the company’s stock after buying an additional 8,116 shares during the quarter. TrinityPoint […]
July 28, 2023
Element Wealth LLC reduced its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 19.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,130 shares of the company’s stock after selling 2,265 shares during the quarter. Element […]
July 28, 2023
Element Wealth LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 1.9% during the first quarter, HoldingsChannel reports. The firm owned 7,843 shares of the pharmacy operator’s stock after selling 148 shares during the period. Element Wealth LLC’s holdings in CVS Health were worth $583,000 at the end of the most […]