Page 20 - Wealth Services News Today

Confluence Wealth Services Inc. raised its stake in Janus Henderson Group plc (NYSE:JHG – Free Report) by 8.7% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 26,386 shares of the company’s stock after buying an additional 2,103 shares during the quarter. Confluence Wealth Services Inc.’s holdings in […]

Confluence Wealth Services Inc. grew its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 97.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 2,541 shares of the semiconductor company’s stock after acquiring an additional 1,256 shares during the period. Confluence Wealth Services Inc.’s holdings in Analog Devices were worth […]

Confluence Wealth Services Inc. raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,104 shares of the CRM provider’s stock after acquiring an additional 169 shares during the quarter. […]

Confluence Wealth Services Inc. trimmed its holdings in shares of CVS Health Co. (NYSE:CVS – Free Report) by 11.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,338 shares of the pharmacy operator’s stock after selling 1,330 shares during the quarter. Confluence Wealth Services […]

Confluence Wealth Services Inc. lifted its stake in shares of Bank of America Co. (NYSE:BAC – Free Report) by 43.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,964 shares of the financial services provider’s stock after purchasing an additional 5,401 […]

Confluence Wealth Services Inc. lowered its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 1.8% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 10,434 shares of the utilities provider’s stock after selling 192 shares during the quarter. Confluence Wealth Services […]

Confluence Wealth Services Inc. raised its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 12.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,362 shares of the utilities provider’s stock after acquiring an additional 1,170 shares during […]

Confluence Wealth Services Inc. lifted its position in Oracle Co. (NYSE:ORCL – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,286 shares of the enterprise software provider’s stock after purchasing an additional 343 shares during the quarter. Confluence […]

Cannell & Co. decreased its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 484,752 shares of the bank’s stock after selling 1,570 shares […]

Crescent Sterling Ltd. increased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.8% during the first quarter, HoldingsChannel.com reports. The fund owned 28,156 shares of the oil and gas company’s stock after buying an additional 503 shares during the period. Chevron makes up approximately 4.0% of Crescent Sterling Ltd.’s holdings, making the stock […]