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Beirne Wealth Consulting Services LLC Sells 554 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

Published: May 8, 2023

Carson Advisory Inc. bought a new position in shares of Oracle Co. (NYSE:ORCL – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 2,829 shares of the enterprise software provider’s stock, valued at approximately $231,000. Other hedge funds have also recently added to or reduced their stakes in the company. Belpointe Asset […]

Source: dailypolitical.com

David J Yvars Group Has $511,000 Stake in Royce Value Trust Inc. (NYSE:RVT)

Published: March 23, 2023

David J Yvars Group lifted its position in Royce Value Trust Inc. (NYSE:RVT – Get Rating) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,550 shares of the financial services provider’s stock after buying an additional 1,785 shares during the […]

Source: wkrb13.com

Carson Advisory Inc. Trims Stock Holdings in Chevron Co. (NYSE:CVX)

Published: July 26, 2022

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Source: etfdailynews.com

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Carson Advisory Inc.

Published: July 26, 2022

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Source: etfdailynews.com