Page 12 - Wealth Services News Today

AXS Investments LLC lessened its holdings in Garmin Ltd. (NYSE:GRMN – Free Report) by 6.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,365 shares of the scientific and technical instruments company’s stock after selling 100 shares during the period. AXS Investments LLC’s […]

Quantum Capital Management LLC NJ acquired a new stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,198 shares of the company’s stock, valued at approximately $69,000. Several other hedge funds have also added […]

Quantum Capital Management LLC NJ bought a new stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,198 shares of the company’s stock, valued at approximately $69,000. Other large investors also recently […]

Cape Investment Advisory Inc. cut its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,105 shares of the credit services provider’s stock after selling 117 shares during […]

Act Two Investors LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 904 shares of the specialty chemicals company’s stock, valued at approximately $282,000. A number of other hedge funds and […]

Hudson Value Partners LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,609 shares of the financial services provider’s stock after acquiring an additional 76 shares during the […]

Seaport Res Ptn cut shares of AES (NYSE:AES – Free Report) from a strong-buy rating to a hold rating in a research note released on Tuesday, Zacks.com reports. Seaport Res Ptn also issued estimates for AES’s FY2026 earnings at $2.15 EPS, FY2027 earnings at $2.43 EPS and FY2028 earnings at $2.78 EPS. Several other research […]

NetApp (NASDAQ:NTAP – Free Report) had its price objective upped by Citigroup from $110.00 to $120.00 in a research report sent to investors on Tuesday morning, Benzinga reports. Citigroup currently has a neutral rating on the data storage provider’s stock. A number of other brokerages have also commented on NTAP. StockNews.com lowered NetApp from a […]

Annis Gardner Whiting Capital Advisors LLC increased its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 593.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,962 shares of the bank’s stock after buying […]

Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 593.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,962 shares of the bank’s stock after purchasing […]