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June 20, 2023
Procyon Advisors LLC cut its stake in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 6.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,940 shares of the biopharmaceutical company’s stock after selling 645 shares during the period. Procyon Advisors LLC’s holdings […]
June 20, 2023
Summit Financial Wealth Advisors LLC increased its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 4.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 258,557 shares of the technology company’s stock after buying an additional 10,022 shares […]
June 19, 2023
Next Level Private LLC grew its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Get Rating) by 40.2% during the first quarter, Holdings Channel reports. The fund owned 132,961 shares of the exchange traded fund’s stock after purchasing an additional 38,132 shares during the period. First Trust Morningstar Dividend Leaders Index […]
June 19, 2023
Next Level Private LLC grew its stake in shares of Ford Motor (NYSE:F – Get Rating) by 25.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,926 shares of the auto manufacturer’s stock after buying an additional 12,815 shares […]
June 19, 2023
Sage Investment Advisers LLC reduced its position in shares of The Boeing Company (NYSE:BA – Get Rating) by 3.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,775 shares of the aircraft producer’s stock after selling 250 shares during […]
June 19, 2023
Onyx Bridge Wealth Group LLC grew its stake in Altria Group, Inc. (NYSE:MO – Get Rating) by 13.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,806 shares of the company’s stock after acquiring an additional 1,370 shares during the period. […]
June 19, 2023
Next Level Private LLC boosted its holdings in Carlisle Companies Incorporated (NYSE:CSL – Get Rating) by 7.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 36,908 shares of the conglomerate’s stock after purchasing an additional 2,488 shares during the quarter. Carlisle Companies accounts […]
June 19, 2023
Next Level Private LLC boosted its position in Saratoga Investment Corp. (NYSE:SAR – Get Rating) by 2.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 28,459 shares of the financial services provider’s stock after acquiring an additional 776 shares during the quarter. Next Level […]
June 19, 2023
Next Level Private LLC grew its position in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 2.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 20,188 shares of the technology company’s stock after acquiring an additional 411 shares during the quarter. International Business Machines […]
June 19, 2023
Next Level Private LLC bought a new position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHCV – Get Rating) 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 17,563 shares of the company’s stock, valued at approximately $1,441,000. GE […]