Page 23 - Wealth Services News Today

TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) – Equities research analysts at Zacks Research dropped their Q3 2024 earnings per share (EPS) estimates for shares of TC Energy in a research note issued on Wednesday, April 24th. Zacks Research analyst T. Saha now expects that the pipeline company will post earnings of $0.67 per […]

McClarren Financial Advisors Inc. lifted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 35,601 shares of the company’s stock after purchasing an additional 263 shares during the period. Vanguard […]

The Bank of New York Mellon Co. (NYSE:BK – Get Free Report) EVP J Kevin Mccarthy sold 40,000 shares of Bank of New York Mellon stock in a transaction on Friday, April 19th. The stock was sold at an average price of $56.15, for a total value of $2,246,000.00. Following the transaction, the executive vice […]

Regions Financial (NYSE:RF – Free Report) had its target price reduced by Morgan Stanley from $27.00 to $25.00 in a report released on Monday, Benzinga reports. They currently have an overweight rating on the bank’s stock. A number of other research firms have also recently weighed in on RF. Truist Financial cut their price target […]

NorthLanding Financial Partners LLC increased its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 3.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 95,086 shares of the company’s stock after buying an additional 3,406 shares during the period. First Trust […]

Duality Advisers LP lessened its holdings in shares of Westlake Co. (NYSE:WLK – Free Report) by 29.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,542 shares of the specialty chemicals company’s stock after selling 1,857 shares during the quarter. Duality Advisers LP’s holdings in Westlake were worth $636,000 at the end of […]

W. R. Berkley (NYSE:WRB – Free Report) had its price objective decreased by BMO Capital Markets from $93.00 to $87.00 in a research note published on Wednesday morning, Benzinga reports. BMO Capital Markets currently has a market perform rating on the insurance provider’s stock. A number of other equities research analysts have also recently issued […]

Carret Asset Management LLC lowered its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,400 shares of the bank’s stock after selling 200 […]

Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model.

Bailard Inc. lowered its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 1.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 217,195 shares of the biopharmaceutical company’s stock after selling 4,219 shares during the period. Bailard Inc.’s holdings in Pfizer were […]