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October 30, 2023
Smith Shellnut Wilson LLC ADV boosted its position in Business First Bancshares, Inc. (NASDAQ:BFST – Free Report) by 1.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 171,655 shares of the company’s stock after buying an additional 2,000 shares during the quarter. Business […]
October 30, 2023
Smith Shellnut Wilson LLC ADV trimmed its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.2% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,579 shares of the company’s stock after selling 756 shares during the […]
October 30, 2023
Smith Shellnut Wilson LLC ADV trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,000 shares of the company’s stock after selling 56 shares during […]
October 30, 2023
Smith Shellnut Wilson LLC ADV cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 13.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,529 shares of the exchange traded fund’s stock after selling 1,325 shares during the […]
September 1, 2023
Smith Shellnut Wilson LLC ADV cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,575 shares of the exchange traded fund’s stock after selling 212 shares during the quarter. Invesco […]
June 5, 2023
Smith Shellnut Wilson LLC ADV cut its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 10.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,260 shares of the information services provider’s stock after selling 1,220 shares during the […]
June 5, 2023
Freestone Capital Holdings LLC reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 11.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 99,423 shares of the network equipment provider’s stock after selling 12,474 shares during the period. Freestone […]
June 5, 2023
Smith Shellnut Wilson LLC ADV decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,825 shares of the company’s stock after selling 3,290 […]
June 5, 2023
Smith Shellnut Wilson LLC ADV cut its stake in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 3.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,205 shares of the cable giant’s stock after selling 275 shares during the […]
June 5, 2023
Smith Shellnut Wilson LLC ADV trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,532 shares of the company’s stock after selling 154 shares during the period. Smith […]