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XML Financial LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,211 shares of the financial services provider’s stock after buying an additional 1,170 shares during the period. JPMorgan Chase & […]
XML Financial LLC increased its stake in AstraZeneca PLC (NASDAQ:AZN – Get Rating) by 3.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,948 shares of the company’s stock after acquiring an additional 200 shares during the quarter. XML Financial LLC’s holdings in AstraZeneca were worth $403,000 at the end of the most […]
XML Financial LLC boosted its stake in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD – Get Rating) by 22.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,124 shares of the company’s stock after buying an additional 5,570 […]
XML Financial LLC raised its stake in The Williams Companies, Inc. (NYSE:WMB – Get Rating) by 3.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,288 shares of the pipeline company’s stock after buying an additional 464 shares during the quarter. XML […]