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XML Financial LLC Acquires 380 Shares of Visa Inc. (NYSE:V)

XML Financial LLC grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,913 shares of the credit-card processor’s stock after buying an additional 380 shares […]
Ryan Mcinerney Rajat Taneja Vvisit Holdingschannel Securities Exchange Commission Ltd Zurich Norges Bank
Source: wkrb13.com

XML Financial LLC Takes Position in Stryker Co. (NYSE:SYK)

XML Financial LLC bought a new position in shares of Stryker Co. (NYSE:SYK – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 5,307 shares of the medical technology company’s stock, valued at approximately $1,619,000. Several other institutional investors also recently bought and sold shares of the stock. Fairfield Bush & CO. bought […]
United States Viju Menon Roth Mkm Stryker Corporation Morgan Stanley Xml Financial

XML Financial LLC Grows Stock Position in Invesco QQQ (NASDAQ:QQQ)

XML Financial LLC raised its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,865 shares of the exchange traded fund’s stock after buying an additional 282 shares during the period. […]
Exchange Commission Cascade Investment Advisors Inc Xml Financial Barrett Company Inc Free Report Private Capital
Source: wkrb13.com

XML Financial LLC Sells 272 Shares of AbbVie Inc. (NYSE:ABBV)

XML Financial LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 16,946 shares of the company’s stock after selling 272 shares during the quarter. XML Financial LLC’s holdings in AbbVie were worth […]
William Blair Venclexta Venclyxto Banco Bilbao Vizcaya Argentaria Credit Suisse Group Quintet Private Bank Europe Xml Financial

XML Financial LLC Decreases Stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

XML Financial LLC lowered its position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 2.5% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 3,643 shares of the exchange traded fund’s stock after selling 92 shares during the quarter. […]
United States Xml Financial Stock Performance Atlas Capital Advisors Financial Group Ten Capital Wealth Advisors

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Caterpillar Inc. (NYSE:CAT) Shares Purchased by XML Financial LLC

XML Financial LLC raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,798 shares of the industrial products company’s stock after purchasing an additional 443 shares during the period. XML […]
United States Robertw Baird Cherylh Johnson Anthonyd Fassino Stifel Nicolaus Caterpillar Company Profile

XML Financial LLC Has $1.72 Million Position in Walgreens Boots Alliance, Inc. (NASDAQ:WBA)

XML Financial LLC reduced its position in shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 13.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 60,444 shares of the pharmacy operator’s stock after selling 9,318 shares during […]
United Kingdom General United Kingdom United States Walgreens Boots Alliance Announces Dividend Walgreens Boots Alliance Inc Blackrock Inc

XML Financial LLC Has $873,000 Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

XML Financial LLC lowered its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,391 shares of the company’s stock after selling 195 shares during the quarter. XML Financial LLC’s holdings […]
Connable Office Inc Carlton Hofferkamp Jenks Wealth Management Polaris Wealth Advisory Group Exchange Commission Modera Wealth Management Xml Financial

XML Financial LLC Decreases Position in Marriott International, Inc. (NASDAQ:MAR)

XML Financial LLC trimmed its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 2.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,123 shares of the company’s stock after selling 176 shares during the period. XML Financial LLC’s holdings […]
Anthony Capuano Rajeev Menon Quarter For Marriott International Ew Hotels Mcclarren Financial Advisors Inc Marriott International Company Profile

XML Financial LLC Decreases Stock Holdings in Oracle Co. (NYSE:ORCL)

XML Financial LLC reduced its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 48.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 18,061 shares of the enterprise software provider’s stock after selling 16,769 shares during the quarter. XML Financial LLC’s holdings in Oracle were […]
Piper Sandler Fairfield Bush Jefferies Financial Group Investment Management Inc Baird Financial Group Inc Xml Financial
Source: wkrb13.com

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