Page 9 - Xml Financial News Today

XML Financial LLC grew its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,253 shares of the company’s stock after buying an additional 274 shares […]

XML Financial LLC bought a new position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,013 shares of the company’s stock, valued at approximately $208,000. Other hedge funds also recently made […]

XML Financial LLC grew its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 72,525 shares of the company’s stock after purchasing an additional 591 shares during the period. Merck & Co., Inc. […]

XML Financial LLC cut its holdings in shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO – Free Report) by 36.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,000 shares of the investment management company’s stock after selling 25,650 shares during the […]

XML Financial LLC lowered its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 18.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 477 shares of the medical research company’s stock after selling 110 shares during the […]

XML Financial LLC cut its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.0% in the third quarter, HoldingsChannel reports. The firm owned 209,114 shares of the company’s stock after selling 8,696 shares during the quarter. Vanguard Total Bond Market ETF accounts for 1.7% of XML Financial LLC’s portfolio, making the […]

XML Financial LLC reduced its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 63.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,069 shares of the exchange traded fund’s stock after selling 14,090 shares during […]

XML Financial LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,770 shares of the company’s stock after purchasing an additional 863 shares […]

XML Financial LLC reduced its position in Gates Industrial Corp PLC (NYSE:GTES – Free Report) by 24.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,750 shares of the company’s stock after selling 7,342 shares during the period. XML Financial LLC’s […]

XML Financial LLC decreased its position in shares of Gates Industrial Corp PLC (NYSE:GTES – Free Report) by 24.4% in the 3rd quarter, Holdings Channel reports. The firm owned 22,750 shares of the company’s stock after selling 7,342 shares during the quarter. XML Financial LLC’s holdings in Gates Industrial were worth $264,000 at the end […]