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January 28, 2024
XML Financial LLC grew its stake in Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN – Free Report) by 3.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,458 shares of the company’s stock after purchasing an additional 385 shares […]
January 28, 2024
XML Financial LLC raised its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN – Free Report) by 3.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,458 shares of the company’s stock after acquiring an additional 385 […]
January 28, 2024
XML Financial LLC reduced its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,740 shares of the medical technology company’s stock after selling 577 shares during the period. […]
January 28, 2024
XML Financial LLC decreased its holdings in shares of CSX Co. (NASDAQ:CSX – Free Report) by 18.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,897 shares of the transportation company’s stock after selling 5,591 shares during the period. […]
January 28, 2024
XML Financial LLC lessened its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,149 shares of the company’s stock after selling 303 shares during the quarter. XML Financial LLC’s holdings […]
January 28, 2024
XML Financial LLC grew its stake in shares of BCE Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 7.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 44,967 shares of the utilities provider’s stock after purchasing an additional 3,175 shares during the period. XML Financial LLC’s holdings […]
January 28, 2024
XML Financial LLC grew its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 68.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,375 shares of the company’s stock after purchasing an additional 2,984 shares during the period. XML Financial LLC’s […]
January 28, 2024
XML Financial LLC raised its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 3.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,105 shares of the company’s stock after purchasing an additional 1,110 shares during the quarter. XML Financial LLC’s holdings in […]
January 28, 2024
XML Financial LLC raised its position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,802 shares of the exchange traded fund’s stock after purchasing an additional 2,934 shares […]
January 28, 2024
XML Financial LLC boosted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 16.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 821 shares of the industrial products company’s stock after buying an additional 118 shares during the period. XML Financial […]