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XML Financial LLC Trims Holdings in CSX Co. (NASDAQ:CSX)

XML Financial LLC trimmed its stake in CSX Co. (NASDAQ:CSX – Free Report) by 18.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 24,897 shares of the transportation company’s stock after selling 5,591 shares during the period. XML Financial LLC’s holdings in CSX were worth $766,000 […]
San Diego United States Raymond James Stifel Nicolaus Fortis Capital Advisors Janiczek Wealth Management

XML Financial LLC Increases Stake in Honeywell International Inc. (NASDAQ:HON)

XML Financial LLC boosted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 11.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,350 shares of the conglomerate’s stock after purchasing an additional 529 shares during the period. XML Financial LLC’s holdings in Honeywell International were worth $988,000 as of its […]
Darius Adamczyk News Ratings For Honeywell International Daily Ltd Zurich Bank Julius Baer Co Quarter For Honeywell International Franklin Resources Inc

XML Financial LLC Sells 684 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

XML Financial LLC reduced its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 18.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,959 shares of the exchange traded fund’s stock after selling 684 shares during the period. XML Financial LLC’s […]
United States Parsons Capital Management Inc Xml Financial Breakwater Capital Group Forum Financial Management Avantax Planning Partners Inc
Source: wkrb13.com

XML Financial LLC Acquires 112 Shares of Public Storage (NYSE:PSA)

XML Financial LLC grew its holdings in Public Storage (NYSE:PSA – Free Report) by 2.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,156 shares of the real estate investment trust’s stock after purchasing an additional 112 shares during the quarter. XML […]
United States Avedick Baruyr Poladian Nathaniela Vitan Wealth Management Inc Shurgard Self Storage Limited Euronext Brussels Goldman Sachs Group

XML Financial LLC Has $382,000 Holdings in Booking Holdings Inc. (NASDAQ:BKNG)

XML Financial LLC cut its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 19.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 124 shares of the business services provider’s stock after selling 30 shares during the […]
Glennd Fogel Piper Sandler Priceline Group Inc Royal Bank Exchange Commission Financial Group
Source: wkrb13.com

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United Airlines Holdings, Inc. (NASDAQ:UAL) Shares Sold by XML Financial LLC

XML Financial LLC trimmed its position in United Airlines Holdings, Inc. (NASDAQ:UAL – Free Report) by 2.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,726 shares of the transportation company’s stock after selling 318 shares during the period. XML Financial LLC’s holdings in United Airlines […]
United States Raymond James Jamesac Kennedy Xml Financial News Ratings For United Airlines Daily United Airlines

XML Financial LLC Buys 13,500 Shares of Eaton Vance Municipal Income Trust (NYSE:EVN)

XML Financial LLC lifted its stake in Eaton Vance Municipal Income Trust (NYSE:EVN – Free Report) by 58.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,500 shares of the investment management company’s stock after acquiring an additional 13,500 shares […]
Advisors Asset Management Inc Truist Financial Corp Eaton Vance Municipal Income Trust Quarter For Eaton Vance Municipal Income Trust Eaton Vance Municipal Income Eaton Vance Municipal Income Trust Stock Down

XML Financial LLC Has $988,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

XML Financial LLC boosted its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 11.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,350 shares of the conglomerate’s stock after buying an additional 529 shares during […]
Darius Adamczyk Wedgewood Investors Inc Marco Investment Management News Ratings For Honeywell International Daily Royal Bank Xml Financial

XML Financial LLC Boosts Stock Position in The Boeing Company (NYSE:BA)

XML Financial LLC grew its stake in The Boeing Company (NYSE:BA – Free Report) by 11.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,220 shares of the aircraft producer’s stock after purchasing an additional 828 shares during the period. XML Financial […]
United States Edward Jones William Blair Absher Wealth Management Exchange Commission California Public Employees Retirement System
Source: wkrb13.com

XML Financial LLC Has $331,000 Stock Holdings in Ford Motor (NYSE:F)

XML Financial LLC lessened its stake in Ford Motor (NYSE:F – Free Report) by 30.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 26,614 shares of the auto manufacturer’s stock after selling 11,470 shares during the quarter. XML Financial LLC’s holdings in Ford […]
Fvisit Holdingschannel Redburn Atlantic Headlands Technologies Securities Exchange Commission Fairfield Bush Ford Motor Company
Source: wkrb13.com

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