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November 15, 2023
Berger Financial Group Inc reduced its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 0.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 105,246 shares of the exchange traded fund’s stock after selling 631 shares […]
November 13, 2023
Montag A & Associates Inc. lifted its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 9.7% in the second quarter, HoldingsChannel.com reports. The fund owned 30,568 shares of the pharmacy operator’s stock after acquiring an additional 2,704 shares during the quarter. Montag A & Associates Inc.’s holdings in CVS Health were […]
November 12, 2023
Swiss National Bank lowered its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 10.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,153,800 shares of the home improvement retailer’s stock after selling 246,000 shares during the period. Swiss National Bank’s holdings in Lowe’s Companies were worth $486,113,000 at the end of […]
November 12, 2023
1ST Source Bank grew its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,673 shares of the home improvement retailer’s stock after acquiring an additional 193 shares during […]
November 9, 2023
Kestra Private Wealth Services LLC boosted its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 14.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 142,605 shares of the exchange traded fund’s stock […]
November 7, 2023
Capital Square LLC lessened its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,015 shares of the home improvement retailer’s stock after selling 200 shares during the quarter. Lowe’s […]
November 7, 2023
Haverford Trust Co grew its stake in CVS Health Co. (NYSE:CVS – Free Report) by 0.1% during the second quarter, Holdings Channel.com reports. The fund owned 2,308,897 shares of the pharmacy operator’s stock after acquiring an additional 3,213 shares during the period. CVS Health accounts for about 1.8% of Haverford Trust Co’s investment portfolio, making […]
November 7, 2023
Brown Wealth Management LLC bought a new position in shares of CVS Health Co. (NYSE:CVS – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 3,080 shares of the pharmacy operator’s stock, valued at approximately $213,000. Other institutional investors […]
November 7, 2023
Providence Wealth Advisors LLC lessened its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 6.3% during the second quarter, HoldingsChannel.com reports. The fund owned 6,713 shares of the home improvement retailer’s stock after selling 450 shares during the quarter. Lowe’s Companies makes up about 1.7% of Providence Wealth Advisors LLC’s portfolio, making the […]
November 6, 2023
SouthState Corp trimmed its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 13.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,096 shares of the home improvement retailer’s stock after selling 3,946 shares during the period. SouthState Corp’s holdings in […]