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XML Financial LLC Buys 385 Shares of Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN)

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 […]
Investors Services Securities Exchange Commission Morgan Stanley Susquehanna International Group Sunbelt Securities Inc Koshinski Asset Management Inc

XML Financial LLC Boosts Holdings in Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN)

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 […]
Susquehanna International Group Sunbelt Securities Inc Morgan Stanley Xml Financial Investors Services Company Profile

XML Financial LLC Trims Holdings in Medtronic plc (NYSE:MDT)

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. […]
United States Exchange Commission Hartford Financial Management Inc Medtronic Company Profile Venturi Wealth Management Royal Bank

XML Financial LLC Sells 5,591 Shares of CSX Co. (NASDAQ:CSX)

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. […]
United States Stifel Nicolaus Jpmorgan Chase Co Exchange Commission Value Partners Investments Inc Maj Invest Holding

Philip Morris International Inc. (NYSE:PM) Position Reduced by XML Financial LLC

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 […]
United States Stifel Nicolaus Philip Morris International Inc Cetera Advisor Networks Philip Morris International Dividend Announcement Philip Morris International Profile

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XML Financial LLC Purchases 3,175 Shares of BCE Inc. (NYSE:BCE)

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 […]
National Bank Jpmorgan Chase Co Xml Financial Vanguard Group Inc Canaccord Genuity Group Free Report

XML Financial LLC Has $1.39 Million Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

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 […]
Exchange Commission Xml Financial Mercer Global Advisors Inc Moneta Group Investment Advisors Charles Schwab Investment Advisory Inc National Association

XML Financial LLC Boosts Stake in General Mills, Inc. (NYSE:GIS)

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 […]
Nova Scotia Stifel Nicolaus Jeffreyl Harmening America Foodservice Charles Schwab Investment Management Inc Moneta Group Investment Advisors

Vanguard Information Technology ETF (NYSEARCA:VGT) is XML Financial LLC's 9th Largest Position

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 […]
United States Quarter For Vanguard Information Technology Exchange Commission Octavia Wealth Advisors Koshinski Asset Management Inc Charter Oak Capital Management

XML Financial LLC Acquires 118 Shares of Deere & Company (NYSE:DE)

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 […]
Quarter For Deere Company Financial Services Morgan Stanley Osaic Holdings Inc Westwood Holdings Group Inc Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet

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