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July 29, 2023
Corrado Advisors LLC raised its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 4.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,981 shares of the technology company’s stock after buying an additional 643 shares during the quarter. Corrado Advisors LLC’s […]
July 29, 2023
Cassaday & Co Wealth Management LLC raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,844 shares of the exchange traded fund’s stock after acquiring an additional 216 shares […]
July 29, 2023
Soltis Investment Advisors LLC increased its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 11.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 42,357 shares of the technology company’s stock after buying an additional 4,393 shares during the […]
July 29, 2023
Jump Financial LLC purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 27,556 shares of the retailer’s stock, valued at approximately $4,063,000. Other institutional investors and hedge funds have also recently added to […]
July 29, 2023
SS&H Financial Advisors Inc. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,436 shares of the retailer’s stock, valued at approximately $212,000. Other hedge funds […]
July 29, 2023
Fi3 FINANCIAL ADVISORS LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 198,320 shares of the exchange traded fund’s stock after purchasing an additional 12,251 […]
July 28, 2023
Element Wealth LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 6.6% during the first quarter, HoldingsChannel.com reports. The firm owned 1,781 shares of the retailer’s stock after selling 126 shares during the quarter. Element Wealth LLC’s holdings in Walmart were worth $263,000 as of its most recent SEC filing. A number […]
July 28, 2023
Legacy Financial Advisors Inc. lowered its position in International Business Machines Co. (NYSE:IBM – Free Report) by 22.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,802 shares of the technology company’s stock after selling 1,686 shares […]
July 28, 2023
Gryphon Financial Partners LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 18,983 shares of the exchange traded fund’s stock after selling 484 shares during the period. Gryphon Financial Partners […]
July 28, 2023
Concentrum Wealth Management bought a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 2,220 shares of the retailer’s stock, valued at approximately $327,000. Other institutional investors also recently bought and sold shares of the company. Carl Stuart Investment Advisor Inc. purchased a new stake in […]