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XML Financial LLC raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,798 shares of the industrial products company’s stock after purchasing an additional 443 shares during the period. XML […]
XML Financial LLC reduced its position in shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 13.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 60,444 shares of the pharmacy operator’s stock after selling 9,318 shares during […]
XML Financial LLC lowered its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,391 shares of the company’s stock after selling 195 shares during the quarter. XML Financial LLC’s holdings […]
XML Financial LLC trimmed its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 2.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,123 shares of the company’s stock after selling 176 shares during the period. XML Financial LLC’s holdings […]
XML Financial LLC reduced its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 48.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 18,061 shares of the enterprise software provider’s stock after selling 16,769 shares during the quarter. XML Financial LLC’s holdings in Oracle were […]