Page 29 - Wealth Services News Today

Hardman Johnston Global Advisors LLC raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 187,119 shares of the credit services provider’s stock after purchasing an additional 2,909 […]

W. R. Berkley (NYSE:WRB – Free Report) had its target price raised by Keefe, Bruyette & Woods from $85.00 to $88.00 in a research report sent to investors on Wednesday morning, Benzinga reports. They currently have a market perform rating on the insurance provider’s stock. Other equities research analysts have also issued reports about the […]

Pinnacle Bancorp Inc. decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 14,925 shares of the information services provider’s stock after selling 77 shares during the period. Alphabet comprises 0.7% of Pinnacle Bancorp Inc.’s portfolio, […]

Prime Capital Investment Advisors LLC acquired a new stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 8,141 shares of the bank’s stock, valued at approximately $424,000. Several other […]

Hanson & Doremus Investment Management increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 6.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 18,829 shares of the credit-card processor’s stock after purchasing an additional 1,177 shares during the quarter. Visa accounts for approximately 0.9% of Hanson & Doremus Investment […]

Allspring Global Investments Holdings LLC increased its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 89.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 977,609 shares of the bank’s stock after […]

Allspring Global Investments Holdings LLC grew its holdings in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 89.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 977,609 shares of the bank’s stock after purchasing an additional 461,997 shares […]

Harbor Investment Advisory LLC cut its stake in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,770 shares of the semiconductor provider’s stock after selling 680 shares during the period. Harbor Investment […]

Confluence Wealth Services Inc. lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,190 shares of the oil and gas company’s stock after acquiring an additional […]

Sandy Spring Bank raised its position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 4.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,957 shares of the company’s stock after purchasing an additional 2,115 shares during […]