Page 13 - Wealth Services News Today

Hohimer Wealth Management LLC decreased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,547 shares of the company’s stock after selling 676 shares during the quarter. […]

Telsey Advisory Group reiterated their market perform rating on shares of Macy’s (NYSE:M – Free Report) in a research report report published on Tuesday, Benzinga reports. The brokerage currently has a $21.00 price objective on the stock. M has been the topic of several other reports. The Goldman Sachs Group upped their target price on […]

Balentine LLC grew its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,485 shares of the bank’s stock after acquiring an additional […]

Seaport Res Ptn lowered shares of AES (NYSE:AES – Free Report) from a strong-buy rating to a hold rating in a research note published on Tuesday morning, 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. AES has […]

Columbia Asset Management lifted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,191 shares of the company’s stock after acquiring an additional 564 shares during the quarter. […]

Journey Strategic Wealth LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 20.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 11,890 shares of the oil and gas company’s stock after selling 3,023 shares during the period. Journey Strategic Wealth LLC’s holdings […]

Bard Financial Services Inc. raised its stake in Chevron Co. (NYSE:CVX – Free Report) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,870 shares of the oil and gas company’s stock after acquiring an additional 200 shares during the […]

Shares of Canadian Imperial Bank of Commerce (NYSE:CM – Get Free Report) (TSE:CM) have been assigned an average recommendation of “Hold” from the seven ratings firms that are presently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, two have given a hold rating and four […]

Corient Private Wealth LLC boosted its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 3,574,826 shares of the company’s stock after acquiring an additional 192,990 shares during the […]

Missouri Trust & Investment Co raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,453 shares of the exchange traded fund’s stock after […]