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May 20, 2023
XML Financial LLC boosted its position in shares of Danaher Co. (NYSE:DHR – Get Rating) by 3.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,151 shares of the conglomerate’s stock after purchasing an additional 195 shares during the […]
May 20, 2023
XML Financial LLC cut its holdings in KKR Real Estate Finance Trust Inc. (NYSE:KREF – Get Rating) by 2.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 87,215 shares of the company’s stock after selling 2,435 shares during the quarter. XML Financial LLC owned about 0.13% […]
May 20, 2023
XML Financial LLC acquired a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 28,226 shares of the company’s stock, valued at approximately $2,291,000. Several other large investors also […]
May 20, 2023
XML Financial LLC grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 5.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,092 shares of the company’s stock after acquiring an additional 581 shares during the period. […]
May 20, 2023
XML Financial LLC lowered its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,844 shares of the investment management company’s stock after selling 153 shares during the period. XML […]
May 20, 2023
XML Financial LLC raised its holdings in 3M (NYSE:MMM – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,274 shares of the conglomerate’s stock after acquiring an additional 368 shares during the period. XML Financial LLC’s […]
May 20, 2023
XML Financial LLC raised its stake in Medical Properties Trust, Inc. (NYSE:MPW – Get Rating) by 24.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 154,487 shares of the real estate investment trust’s stock after buying an additional 30,489 shares during […]
May 20, 2023
XML Financial LLC lifted its position in Caterpillar Inc. (NYSE:CAT – Get Rating) by 40.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,126 shares of the industrial products company’s stock after purchasing an additional 1,752 shares during the period. XML Financial LLC’s holdings in Caterpillar were […]
May 20, 2023
XML Financial LLC cut its stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,326 shares of the cable giant’s stock after selling 1,067 shares during the quarter. XML Financial LLC’s holdings in Comcast […]
May 20, 2023
XML Financial LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,800 shares of the retailer’s stock after buying an additional 270 shares during the quarter. […]