Page 3 - Wealth Services News Today

Concentric Wealth Management LLC increased its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,240 shares of the bank’s stock after purchasing an additional […]

Concentric Wealth Management LLC lifted its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,240 shares of the bank’s stock after buying […]

Cohen & Steers Inc. cut its stake in shares of SBA Communications Co. (NASDAQ:SBAC – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,046,300 shares of the technology company’s stock after selling 1,741,851 shares during the […]

Fullerton Fund Management Co Ltd. bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 11,549 shares of the credit services provider’s stock, valued at approximately $4,926,000. Several other […]

Chicago Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 42.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,637 shares of the company’s stock after buying an additional 42,615 shares during the […]

LM Advisors LLC purchased a new position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 14,213 shares of the exchange traded fund’s stock, valued at approximately $5,356,000. SPDR Dow […]

SBA Communications (NASDAQ:SBAC – Get Free Report) was upgraded by stock analysts at StockNews.com from a “hold” rating to a “buy” rating in a report released on Tuesday. Several other brokerages have also weighed in on SBAC. Barclays dropped their price objective on shares of SBA Communications from $241.00 to $240.00 and set an “overweight” […]

LPL executives Anna Howard and Kimberly Sanders speak openly about their struggles to find balance being mothers and working in wealth management.

Symmetry Investments LP acquired a new position in shares of The AES Co. (NYSE:AES – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 281,486 shares of the utilities provider’s stock, valued at approximately $5,419,000. A number of other large investors […]

Elevate Wealth Advisory Inc. purchased a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,053 shares of the exchange traded fund’s stock, valued at […]