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Carson Advisory Inc. Grows Stake in Bank of America Co. (NYSE:BAC)

Carson Advisory Inc. increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,233 shares of the financial services provider’s stock after purchasing an additional 2,953 shares during the quarter. […] ....

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Carson Advisory Inc. Sells 146 Shares of Merck & Co., Inc. (NYSE:MRK)

Carson Advisory Inc. reduced its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,624 shares of the company’s stock after selling 146 shares during the quarter. Carson Advisory Inc.’s holdings […] ....

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Carson Advisory Inc. Purchases 1,239 Shares of NextEra Energy, Inc. (NYSE:NEE)

Carson Advisory Inc. boosted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,837 shares of the utilities provider’s stock after acquiring an additional 1,239 shares during the period. Carson […] ....

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CVS Health Co. (NYSE:CVS) Stake Decreased by Carson Advisory Inc.

Carson Advisory Inc. trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 25.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,091 shares of the pharmacy operator’s stock after selling 1,031 shares during the quarter. Carson Advisory Inc.’s […] ....

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Carson Advisory Inc. Has $382,000 Position in Block, Inc. (NYSE:SQ)

Carson Advisory Inc. cut its holdings in shares of Block, Inc. (NYSE:SQ – Free Report) by 11.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,940 shares of the technology company’s stock after selling 645 shares during the period. Carson […] ....

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