Page 22 - Wealth Services News Today

Intellectus Partners LLC increased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 11.1% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 83,435 shares of the biopharmaceutical company’s stock after buying an additional 8,352 shares during the quarter. Intellectus Partners LLC’s holdings in Pfizer were worth […]

Truist Financial Corp raised its stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 33.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,297,698 shares of the bank’s stock after acquiring an additional 323,343 shares […]

Red Lighthouse Investment Management LLC grew its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 70,316 shares of the company’s stock after acquiring an additional 2,193 […]

W. R. Berkley (NYSE:WRB – Free Report) had its target price lowered by Truist Financial from $95.00 to $93.00 in a report issued on Wednesday, Benzinga reports. The brokerage currently has a buy rating on the insurance provider’s stock. Several other research analysts have also commented on the company. Royal Bank of Canada lifted their […]

W. R. Berkley (NYSE:WRB – Free Report) had its price objective cut by Royal Bank of Canada from $88.00 to $86.00 in a report released on Wednesday, Benzinga reports. They currently have a sector perform rating on the insurance provider’s stock. WRB has been the topic of a number of other research reports. Evercore ISI […]

IFM Investors Pty Ltd trimmed its position in W. R. Berkley Co. (NYSE:WRB – Free Report) by 2.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,504 shares of the insurance provider’s stock after selling 946 shares during the quarter. IFM Investors Pty […]

O Brien Greene & Co. Inc purchased a new stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 4,391 shares of the bank’s stock, valued at approximately $229,000. A number of other […]

O Brien Greene & Co. Inc purchased a new stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,391 shares of the bank’s stock, valued at approximately $229,000. Several other […]

Unique Wealth Strategies LLC acquired a new position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 14,071 shares of the bank’s stock, valued at approximately […]

Yoder Wealth Management Inc. acquired a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 503 shares of the credit services provider’s stock, valued at approximately $215,000. A number of other institutional investors […]