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August 9, 2023
Culbertson A N & Co. Inc. cut its position in Brookfield Co. (NYSE:BN – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 84,140 shares of the company’s stock after selling 2,275 shares during the quarter. Culbertson A N & Co. […]
August 9, 2023
Becton, Dickinson and Company (NYSE:BDX – Get Free Report) EVP Michael David Garrison sold 1,300 shares of the firm’s stock in a transaction dated Tuesday, August 8th. The stock was sold at an average price of $277.13, for a total transaction of $360,269.00. Following the transaction, the executive vice president now owns 5,157 shares of […]
August 5, 2023
Sax Wealth Advisors LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 6.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,947 shares of the pharmacy operator’s stock after selling 270 shares during the period. […]
August 4, 2023
FirstPurpose Wealth LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,061 shares of the company’s stock after purchasing an additional 118 shares during the period. FirstPurpose […]
August 3, 2023
Ellevest Inc. lifted its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 349.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,884 shares of the pharmacy operator’s stock after purchasing an additional 2,242 shares during the quarter. Ellevest Inc.’s holdings […]
August 3, 2023
CFS Investment Advisory Services LLC increased its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 14.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,354 shares of the company’s stock after buying an additional 2,031 shares during […]
August 3, 2023
Briaud Financial Planning Inc bought a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,686 shares of the exchange traded fund’s stock, valued at […]
August 2, 2023
Fund Evaluation Group LLC cut its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 15.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,303 shares of the exchange traded fund’s stock after selling 782 shares during […]
August 2, 2023
Wealthcare Advisory Partners LLC raised its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,272 shares of the company’s stock after acquiring […]
August 2, 2023
Cidel Asset Management Inc. trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 98.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,430 shares of the pharmacy operator’s stock after selling 299,341 shares during the quarter. Cidel Asset Management Inc.’s […]