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June 7, 2023
Smith Moore & CO. increased its holdings in Eli Lilly and Company (NYSE:LLY – Get Rating) by 1.1% during the 4th quarter, HoldingsChannel reports. The firm owned 5,393 shares of the company’s stock after buying an additional 58 shares during the period. Smith Moore & CO.’s holdings in Eli Lilly and were worth $1,973,000 at […]
June 7, 2023
Smith Moore & CO. lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 3.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,216 shares of the company’s stock after acquiring an additional 494 shares during the period. […]
June 7, 2023
Smith Moore & CO. increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,732 shares of the company’s stock after buying an additional 1,295 shares during the period. […]
June 7, 2023
Smith Moore & CO. grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 212,837 shares of the exchange traded fund’s stock after purchasing an additional 6,162 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 2.8% of […]
June 7, 2023
Prio Wealth Limited Partnership purchased a new stake in The TJX Companies, Inc. (NYSE:TJX – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 119,559 shares of the apparel and home fashions retailer’s stock, valued at approximately $9,517,000. […]
June 7, 2023
Prio Wealth Limited Partnership bought a new stake in United Parcel Service, Inc. (NYSE:UPS – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 126,809 shares of the transportation company’s stock, valued at approximately $22,045,000. Several other institutional […]
June 7, 2023
Smith Moore & CO. cut its stake in AbbVie Inc. (NYSE:ABBV – Get Rating) by 1.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,914 shares of the company’s stock after selling 514 shares during the quarter. AbbVie makes up approximately 0.9% […]
June 7, 2023
Smith Moore & CO. increased its stake in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 0.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 15,685 shares of the company’s stock after purchasing an additional 128 shares during the quarter. Smith Moore […]
June 7, 2023
Smith Moore & CO. grew its position in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Get Rating) by 0.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 445,570 shares of the company’s stock after buying an additional 2,672 shares during the period. iMGP […]
June 7, 2023
Smith Moore & CO. trimmed its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 1.3% in the fourth quarter, HoldingsChannel reports. The fund owned 31,038 shares of the company’s stock after selling 415 shares during the period. Vanguard S&P 500 ETF makes up 1.5% of Smith Moore & CO.’s investment portfolio, making […]