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May 20, 2023
XML Financial LLC grew its stake in L3Harris Technologies, Inc. (NYSE:LHX – Get Rating) by 20.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,185 shares of the company’s stock after purchasing an additional 530 shares during the period. XML Financial LLC’s […]
May 20, 2023
XML Financial LLC boosted its holdings in Visa Inc. (NYSE:V – Get Rating) by 1.4% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 7,630 shares of the credit-card processor’s stock after buying an additional 102 shares during the period. XML Financial LLC’s holdings in Visa were worth […]
May 20, 2023
XML Financial LLC reduced its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 15.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,087 shares of the oil and gas company’s stock after selling 7,921 shares during the period. XML […]
May 20, 2023
XML Financial LLC lowered its stake in The Walt Disney Company (NYSE:DIS – Get Rating) by 36.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,392 shares of the entertainment giant’s stock after selling 5,930 shares during the period. […]
May 20, 2023
XML Financial LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 15.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,322 shares of the company’s stock after buying an additional 570 shares during the period. […]
May 20, 2023
XML Financial LLC trimmed its position in Waste Management, Inc. (NYSE:WM – Get Rating) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,999 shares of the business services provider’s stock after selling 74 shares during the […]
May 20, 2023
XML Financial LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Get Rating) by 12.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,732 shares of the medical technology company’s stock after buying an additional 1,473 shares during the period. XML Financial LLC’s holdings in […]
May 20, 2023
XML Financial LLC raised its position in 3M (NYSE:MMM – Get Rating) by 5.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 7,274 shares of the conglomerate’s stock after acquiring an additional 368 shares during the quarter. XML Financial LLC’s holdings in 3M were worth $872,000 at the end of the most recent […]
May 20, 2023
XML Financial LLC decreased its holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Get Rating) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,254 shares of the biopharmaceutical company’s stock after selling 30 shares during the quarter. XML Financial LLC’s holdings in […]
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 […]