Page 4 - Smith Shellnut Wilson News Today

Here's a list of the biggest fee-only registered investment advisors, based on the data firms report to the SEC on their Form ADV.

BATON ROUGE, La., July 05, 2023 -- Business First Bancshares, Inc. , the parent company of b1BANK, today announced that it is scheduled to release second quarter 2023 earnings after market close...

Smith Shellnut Wilson LLC ADV acquired a new stake in Franklin Resources, Inc. (NYSE:BEN – Get Rating) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 7,751 shares of the closed-end fund’s stock, valued at approximately $204,000. A number of other institutional investors and hedge funds have also recently modified their holdings of […]

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 […]

Smith Shellnut Wilson LLC ADV bought a new stake in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 7,000 shares of the company’s stock, valued at approximately $205,000. Other large investors have also recently made […]

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 […]

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 […]

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 […]

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 […]

The Board of Governors of the Federal Reserve System instituted its Bank Term Funding Program to make additional funding available to eligible depository institutions to meet the needs of depositors in response to the bank failures of Signature Bank and Silicon Valley Bank.