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Colton Groome Financial Advisors LLC Invests $395,000 in Walmart Inc. (NYSE:WMT)

Colton Groome Financial Advisors LLC purchased a new stake in Walmart Inc. (NYSE:WMT – Get Rating) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,678 shares of the retailer’s stock, valued at approximately $395,000. Several other institutional investors and hedge funds have also […]
S Robson Walton David Chojnowski My Personal Ulland Investment Advisors First Command Advisory Services Inc Colton Groome Financial Advisors

Transform Wealth LLC Has $4.83 Million Stock Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Transform Wealth LLC lowered its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,166 shares of the company’s stock after selling 2,606 shares during the quarter. […]
Raymond James Financial Services Advisors Inc Nvest Financial Securities Exchange Commission Wallington Asset Management First Command Advisory Services Inc Transform Wealth

AE Wealth Management LLC Has $43.12 Million Position in Walmart Inc. (NYSE:WMT)

AE Wealth Management LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 5.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 292,456 shares of the retailer’s stock after buying an additional 14,532 shares during the quarter. AE Wealth […]
David Chojnowski Gordon Haskett S Robson Walton Telsey Advisory Group Exchange Commission Ae Wealth Management
Source: wkrb13.com

Walmart Inc. (NYSE:WMT) Shares Sold by Covea Finance

Covea Finance trimmed its position in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 57.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,570 shares of the retailer’s stock after selling 168,916 shares during the quarter. Covea Finance’s […]
United States S Robson Walton Alicel Walton Telsey Advisory Group Walmart International Exchange Commission

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

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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

First Command Advisory Services Inc. Purchases New Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

First Command Advisory Services Inc. bought a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 354 shares of the company’s stock, valued at approximately $27,000. Vanguard Intermediate-Term Bond ETF makes up 0.0% […]
First Command Advisory Services Inc Moneta Group Investment Advisors Northwestern Mutual Wealth Management Co Morgan Stanley Wells Fargo Company United Capital Financial Advisers

First Command Advisory Services Inc. Invests $35,000 in Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

First Command Advisory Services Inc. bought a new position in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Get Rating) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 697 shares of the company’s stock, valued at approximately […]
Company Profile First Command Advisory Services Inc Bleakley Financial Group Exchange Commission Renaissance Technologies Barclays Capital

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