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Kingswood Wealth Advisors LLC Sells 665,064 Shares of Blue Owl Capital Corporation $OBDC

MarketBeat

Kingswood Wealth Advisors LLC decreased its holdings in shares of Blue Owl Capital Corporation (NYSE:OBDC - Free Report) by 84.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 121,559 shares of the co

NYSE:OBDC
Read Kingswood Wealth Advisors LLC Sells 665,064 Shares of Blue Owl Capital Corporation $OBDC
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Wealth Management Nebraska Sells 1,034 Shares of Invesco QQQ $QQQ

MarketBeat

Wealth Management Nebraska lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 40.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,541 shares of the exchange traded fund's stock after selling 1,034 shares during the period. Weal

NASDAQ:QQQ
Read Wealth Management Nebraska Sells 1,034 Shares of Invesco QQQ $QQQ
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Merck & Co., Inc. $MRK Shares Sold by Kingswood Wealth Advisors LLC

MarketBeat

Kingswood Wealth Advisors LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 46.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,635 shares of the company's stock after selling 20,644 sh

NYSE:MRK
Read Merck & Co., Inc. $MRK Shares Sold by Kingswood Wealth Advisors LLC
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Kingswood Wealth Advisors LLC Sells 23,108 Shares of McDonald's Corporation $MCD

MarketBeat

Kingswood Wealth Advisors LLC trimmed its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 78.2% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 6,449 shares of the fast-food giant's stock after selling 23,108 shares during the qu

NYSE:MCD
Read Kingswood Wealth Advisors LLC Sells 23,108 Shares of McDonald's Corporation $MCD
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Uber Technologies, Inc. $UBER Holdings Trimmed by Kingswood Wealth Advisors LLC

MarketBeat

Kingswood Wealth Advisors LLC trimmed its position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 53.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 20,595 shares of the ride-sharing company's stock aft

NYSE:UBER
Read Uber Technologies, Inc. $UBER Holdings Trimmed by Kingswood Wealth Advisors LLC
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Bristol Myers Squibb Company $BMY Shares Sold by Kingswood Wealth Advisors LLC

MarketBeat

Kingswood Wealth Advisors LLC cut its position in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 46.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,579 shares of the biopharmaceutical company's

NYSE:BMY
Read Bristol Myers Squibb Company $BMY Shares Sold by Kingswood Wealth Advisors LLC

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All MarketBeat Instant News Alerts

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Kingswood Wealth Advisors LLC Sells 7,461 Shares of Dell Technologies Inc. $DELL

MarketBeat
NYSE:DELL
Read Kingswood Wealth Advisors LLC Sells 7,461 Shares of Dell Technologies Inc. $DELL
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Kingswood Wealth Advisors LLC Lowers Stock Position in GE Aerospace $GE

MarketBeat
NYSE:GE
Read Kingswood Wealth Advisors LLC Lowers Stock Position in GE Aerospace $GE
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Kingswood Wealth Advisors LLC Sells 2,577 Shares of GE Vernova Inc. $GEV

MarketBeat
NYSE:GEV
Read Kingswood Wealth Advisors LLC Sells 2,577 Shares of GE Vernova Inc. $GEV
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L3Harris Technologies Inc $LHX Shares Purchased by Kingswood Wealth Advisors LLC

MarketBeat
NYSE:LHX
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Kingswood Wealth Advisors LLC Has $4.77 Million Stock Holdings in Walmart Inc. $WMT

MarketBeat
NYSE:WMT
Read Kingswood Wealth Advisors LLC Has $4.77 Million Stock Holdings in Walmart Inc. $WMT
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Costco Wholesale Corporation $COST Shares Sold by Kingswood Wealth Advisors LLC

MarketBeat
NASDAQ:COST
Read Costco Wholesale Corporation $COST Shares Sold by Kingswood Wealth Advisors LLC
Hamilton Insurance Group logo with Finance background

Joel Isaacson & Co. LLC Makes New $270,000 Investment in Hamilton Insurance Group, Ltd. $HG

MarketBeat
NYSE:HG
Read Joel Isaacson & Co. LLC Makes New $270,000 Investment in Hamilton Insurance Group, Ltd. $HG
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Joel Isaacson & Co. LLC Invests $298,000 in Coupang, Inc. $CPNG

MarketBeat
NYSE:CPNG
Read Joel Isaacson & Co. LLC Invests $298,000 in Coupang, Inc. $CPNG
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Joel Isaacson & Co. LLC Invests $308,000 in The Progressive Corporation $PGR

MarketBeat
NYSE:PGR
Read Joel Isaacson & Co. LLC Invests $308,000 in The Progressive Corporation $PGR
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Vimeo, Inc. $VMEO Holdings Reduced by Joel Isaacson & Co. LLC

MarketBeat
NASDAQ:VMEO
Read Vimeo, Inc. $VMEO Holdings Reduced by Joel Isaacson & Co. LLC
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Joel Isaacson & Co. LLC Buys 3,713 Shares of O'Reilly Automotive, Inc. $ORLY

MarketBeat
NASDAQ:ORLY
Read Joel Isaacson & Co. LLC Buys 3,713 Shares of O'Reilly Automotive, Inc. $ORLY
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Joel Isaacson & Co. LLC Cuts Position in Diageo plc $DEO

MarketBeat
NYSE:DEO
Read Joel Isaacson & Co. LLC Cuts Position in Diageo plc $DEO
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Joel Isaacson & Co. LLC Acquires 7,455 Shares of Interactive Brokers Group, Inc. $IBKR

MarketBeat
NASDAQ:IBKR
Read Joel Isaacson & Co. LLC Acquires 7,455 Shares of Interactive Brokers Group, Inc. $IBKR
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PPHE Hotel Group (LON:PPH) Stock Price Passes Below 200-Day Moving Average - Here's Why

MarketBeat
LON:PPH
Read PPHE Hotel Group (LON:PPH) Stock Price Passes Below 200-Day Moving Average - Here's Why
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Joel Isaacson & Co. LLC Cuts Stake in Core Scientific, Inc. $CORZ

MarketBeat
NASDAQ:CORZ
Read Joel Isaacson & Co. LLC Cuts Stake in Core Scientific, Inc. $CORZ
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Vertu Motors (LON:VTU) Share Price Crosses Below 200 Day Moving Average - Time to Sell?

MarketBeat
LON:VTU
Read Vertu Motors (LON:VTU) Share Price Crosses Below 200 Day Moving Average - Time to Sell?
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Synthomer (LON:SYNT) Stock Passes Below Two Hundred Day Moving Average - Here's What Happened

MarketBeat
LON:SYNT
Read Synthomer (LON:SYNT) Stock Passes Below Two Hundred Day Moving Average - Here's What Happened
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Joel Isaacson & Co. LLC Acquires Shares of 4,567 KKR & Co. Inc. $KKR

MarketBeat
NYSE:KKR
Read Joel Isaacson & Co. LLC Acquires Shares of 4,567 KKR & Co. Inc. $KKR
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Synectics (LON:SNX) Share Price Passes Below 200-Day Moving Average - Here's Why

MarketBeat
LON:SNX
Read Synectics (LON:SNX) Share Price Passes Below 200-Day Moving Average - Here's Why
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Wilmington (LON:WIL) Stock Passes Below 200-Day Moving Average - Should You Sell?

MarketBeat
LON:WIL
Read Wilmington (LON:WIL) Stock Passes Below 200-Day Moving Average - Should You Sell?
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Robert Walters (LON:RWA) Stock Price Crosses Below Two Hundred Day Moving Average - Time to Sell?

MarketBeat
LON:RWA
Read Robert Walters (LON:RWA) Stock Price Crosses Below Two Hundred Day Moving Average - Time to Sell?
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Mulberry Group (LON:MUL) Shares Cross Below Two Hundred Day Moving Average - Should You Sell?

MarketBeat
LON:MUL
Read Mulberry Group (LON:MUL) Shares Cross Below Two Hundred Day Moving Average - Should You Sell?
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Pason Systems (TSE:PSI) Stock Passes Below 200-Day Moving Average - Should You Sell?

MarketBeat
TSE:PSI
Read Pason Systems (TSE:PSI) Stock Passes Below 200-Day Moving Average - Should You Sell?
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ASOS (LON:ASC) Stock Crosses Below Two Hundred Day Moving Average - Here's Why

MarketBeat
LON:ASC
Read ASOS (LON:ASC) Stock Crosses Below Two Hundred Day Moving Average - Here's Why