Biggest News Aggregation in the World
📰 Wealth Services News

Page 14 - Wealth Services News Today

Fast, Ad-Free News Updates

Stay updated with breaking news from Wealth Services. Real-time updates on events, politics, business and more.

Bank of New York Mellon (NYSE:BK) & QCR (NASDAQ:QCRH) Head-To-Head Review

Bank of New York Mellon (NYSE:BK – Get Free Report) and QCR (NASDAQ:QCRH – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations and risk. Analyst Recommendations This is a summary […]
New York United States York Mellon Corporation Securities Services Holdings Inc News Ratings For Bank
Source: wkrb13.com

Accenture plc (NYSE:ACN) Stock Holdings Boosted by MainStreet Investment Advisors LLC

MainStreet Investment Advisors LLC raised its position in shares of Accenture plc (NYSE:ACN – Free Report) by 6.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 16,765 shares of the information technology services provider’s stock after buying an additional 946 shares during the period. MainStreet Investment Advisors LLC’s holdings in Accenture were worth $5,883,000 […]
Joel Unruch Mainstreet Investment Advisors Pittenger Anderson Inc Panagora Asset Management Inc Cullen Frost Bankers Inc Morgan Stanley

Motco Decreases Holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Motco trimmed its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,611 shares of the company’s stock after selling 1,634 shares during the quarter. Motco’s […]
Pathstone Family Office Arlington Trust Co Envestnet Portfolio Solutions Inc Quarter For Vanguard International High Dividend Yield Confluence Wealth Services Inc International Assets Investment Management

Thoroughbred Financial Services LLC Makes New Investment in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Thoroughbred Financial Services LLC acquired a new position in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,393 shares of the company’s stock, valued at approximately $1,665,000. Several other large […]
Keystone Wealth Services Dynamic Advisor Solutions Exchange Commission Financial Services Roger Wittlin Investment Advisory Raymond James Associates

Saratoga Research & Investment Management Sells 11,339 Shares of Visa Inc. (NYSE:V)

Saratoga Research & Investment Management cut its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.3% during the 4th quarter, Holdings Channel reports. The fund owned 251,367 shares of the credit-card processor’s stock after selling 11,339 shares during the period. Visa comprises approximately 3.0% of Saratoga Research & Investment Management’s investment portfolio, […]
United States V Raymond James Vvisit Holdingschannel Ryan Mcinerney Lloyd Carney Columbus Asset Advisors
Source: wkrb13.com

Stay Updated with Latest News

Get breaking news updates delivered to your inbox

Browse All News →

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by L.M. Kohn & Company

L.M. Kohn & Company decreased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 13.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,127 shares of the company’s stock after selling 1,145 shares during the […]
Charles Schwab Investment Management Inc Hb Wealth Management Lm Kohn Company M Kohn Company Securities Exchange Commission International Assets Investment Management

Mizuho Markets Americas LLC Makes New $2.47 Million Investment in Starbucks Co. (NASDAQ:SBUX)

Mizuho Markets Americas LLC purchased a new position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 25,753 shares of the coffee company’s stock, valued at approximately $2,473,000. Several other […]
United States Michael Aaron Conway Confluence Wealth Services Inc Wealthplan Partners Nilsine Partners Channel Development

Macy's (NYSE:M) Coverage Initiated by Analysts at StockNews.com

StockNews.com started coverage on shares of Macy’s (NYSE:M – Free Report) in a report published on Saturday. The brokerage issued a hold rating on the stock. Several other equities research analysts have also commented on the stock. TD Cowen lowered shares of Macy’s from an outperform rating to a market perform rating and reduced their […]
United States Adrianv Mitchell Goldman Sachs Group Glassman Wealth Services Telsey Advisory Group Macy Company Profile

New Century Financial Group LLC Invests $328,000 in NIKE, Inc. (NYSE:NKE)

New Century Financial Group LLC acquired a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 3,018 shares of the footwear maker’s stock, valued at approximately $328,000. A number of other hedge funds and other institutional […]
Markg Parker Moniques Matheson Jack Purcell Piper Sandler Chuck Taylor Stifel Nicolaus

Financial Advocates Investment Management Has $7.23 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Advocates Investment Management decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 66,197 shares of the exchange traded fund’s stock after selling 3,913 […]
United States Banque Pictet Cie Allen Capital Group Index Fund Confluence Wealth Services Inc Wealthplan Investment Management

Explore More Categories

World News India News Business Technology Sports Entertainment Health Science