Page 31 - Wealth Services News Today

HBK Sorce Advisory LLC reduced its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 6.4% during the 4th quarter, HoldingsChannel reports. The firm owned 3,300 shares of the conglomerate’s stock after selling 224 shares during the period. HBK Sorce Advisory LLC’s holdings in Danaher were worth $763,000 at the end of the […]

RFG Advisory LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 80,571 shares of the company’s stock after purchasing an additional 2,782 shares during the period. iShares Core S&P 500 […]

Hudson Canyon Capital Management trimmed its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 2.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,816 shares of the industrial products company’s stock after selling 248 shares during the quarter. […]

Reik & CO. LLC lessened its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 12.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,690 shares of the information technology services provider’s stock after selling 390 shares during the quarter. […]

RFG Advisory LLC reduced its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 76,557 shares of the exchange traded fund’s stock after selling 6,351 shares during the […]

Pinnacle Bancorp Inc. lowered its position in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 23.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,269 shares of the oil and gas company’s stock after selling 690 shares during the quarter. Pinnacle Bancorp […]

The Bank of New York Mellon Co. (NYSE:BK – Get Free Report) has received an average recommendation of “Hold” from the eight research firms that are covering the company, Marketbeat reports. Five analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average 1 year […]

AES (NYSE:AES – Get Free Report)‘s stock had its “outperform” rating restated by stock analysts at Royal Bank of Canada in a research note issued to investors on Tuesday, Benzinga reports. They presently have a $22.00 target price on the utilities provider’s stock. Royal Bank of Canada’s target price would suggest a potential upside of […]

Confluence Wealth Services Inc. grew its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,990 shares of the company’s stock after purchasing an additional 233 shares during the […]

Confluence Wealth Services Inc. reduced its holdings in General Electric (NYSE:GE – Free Report) by 5.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,973 shares of the conglomerate’s stock after selling 374 shares during the quarter. Confluence Wealth Services Inc.’s holdings […]