Page 21 - Wealth Services News Today

Van ECK Associates Corp lifted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 33.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,984,150 shares of the biopharmaceutical company’s stock after acquiring an additional 3,265,276 shares during the period. Van ECK Associates Corp owned […]

Steele Capital Management Inc. purchased a new position in shares of Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,628 shares of the company’s stock, valued at approximately $273,000. Several other large […]

Silver Oak Securities Incorporated boosted its position in FT Cboe Vest Nasdaq-100 Buffer ETF – June (BATS:QJUN – Free Report) by 11.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 29,362 shares of the company’s stock after purchasing an additional 2,934 shares during the quarter. Silver Oak Securities Incorporated’s holdings in FT Cboe Vest […]

WealthTrust Axiom LLC grew its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 78.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 13,971 shares of the bank’s stock after purchasing an additional 6,154 shares during the quarter. WealthTrust Axiom LLC’s holdings in Bank of New […]

Cozad Asset Management Inc. grew its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 26,304 shares of the credit services provider’s stock after purchasing an additional 337 shares during the period. Mastercard accounts […]

WealthTrust Axiom LLC raised its stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 78.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,971 shares of the bank’s stock after acquiring an additional 6,154 shares during […]

Silver Oak Securities Incorporated grew its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 107.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,048 shares of the credit services provider’s stock after purchasing an additional 1,062 shares during the quarter. Silver […]

Ewa LLC boosted its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 194.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,056 shares of the company’s stock after buying an additional 79,351 shares during the […]

Intrust Bank NA reduced its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 85,111 shares of the company’s stock after selling 4,348 shares during the quarter. […]

Consolidated Planning Corp decreased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 36.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,782 shares of the biopharmaceutical company’s stock after selling 5,645 shares during the quarter. Consolidated Planning Corp’s holdings in Pfizer […]