Page 10 - Xml Financial News Today

XML Financial LLC trimmed its position in shares of FedEx Co. (NYSE:FDX – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,444 shares of the shipping service provider’s stock after selling 96 shares during the […]

XML Financial LLC lowered its holdings in shares of Bank of America Co. (NYSE:BAC) by 2.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 316,297 shares of the financial services provider’s stock after selling 8,423 shares during the quarter. Bank of […]

XML Financial LLC lifted its holdings in shares of Eaton Vance Municipal Income Trust (NYSE:EVN – Free Report) by 58.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 36,500 shares of the investment management company’s stock after acquiring an additional 13,500 shares during the period. XML Financial LLC’s holdings in Eaton Vance Municipal […]

XML Financial LLC cut its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 63.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 8,069 shares of the exchange traded fund’s stock after selling 14,090 shares during the quarter. XML Financial LLC’s holdings in First Trust Morningstar Dividend Leaders […]

XML Financial LLC reduced its stake in Global Payments Inc. (NYSE:GPN – Free Report) by 12.1% during the third quarter, according to its most recent filing with the SEC. The fund owned 2,000 shares of the business services provider’s stock after selling 275 shares during the quarter. XML Financial LLC’s holdings in Global Payments were […]

XML Financial LLC cut its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 2.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 126,047 shares of the insurance provider’s stock after selling 3,516 shares during the quarter. XML Financial […]

XML Financial LLC lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 199,882 shares of the network equipment provider’s stock after selling 1,602 shares during the quarter. Cisco […]

XML Financial LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 199,882 shares of the network equipment provider’s stock after selling 1,602 shares during the period. […]

XML Financial LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the second quarter, HoldingsChannel reports. The firm owned 59,972 shares of the financial services provider’s stock after acquiring an additional 584 shares during the period. JPMorgan Chase & Co. makes up 1.0% of XML Financial LLC’s portfolio, making […]

XML Financial LLC lifted its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 18.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 12,979 shares of the company’s stock after acquiring an additional 2,060 shares during the quarter. XML Financial LLC’s holdings in Procter & Gamble were worth $1,964,000 as of […]