Page 39 - Wealth Services News Today

Dumont & Blake Investment Advisors LLC trimmed its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 21.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,468 shares of the bank’s stock after selling 1,505 shares during […]

Tsfg LLC decreased its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 42.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 278 shares of the company’s stock after selling 201 shares during the period. Tsfg LLC’s holdings in iShares MSCI […]

Piscataqua Savings Bank cut its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 2.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,247 shares of the credit services provider’s stock after selling 174 shares during the period. Mastercard comprises approximately 2.5% of Piscataqua Savings Bank’s […]

First Citizens Bank & Trust Co. increased its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,332 shares of the company’s stock after purchasing an additional 2,268 […]

Canadian Imperial Bank of Commerce (NYSE:CM – Get Free Report) (TSE:CM) has earned a consensus rating of “Moderate Buy” from the nine ratings firms that are covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating and six have given a buy […]

Country Club Bank GFN decreased its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 193,894 shares of the bank’s stock after selling 6,621 shares during the […]

IShares Europe ETF (NYSEARCA:IEV – Get Free Report)’s stock price reached a new 52-week high on Monday . The stock traded as high as $55.90 and last traded at $55.89, with a volume of 18087 shares. The stock had previously closed at $55.67. iShares Europe ETF Stock Performance The firm has a market capitalization of […]

Hofer & Associates. Inc purchased a new position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,260 shares of the bank’s stock, valued at approximately $222,000. A number […]

Keystone Wealth Services LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 8.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 9,147 shares of the information services provider’s stock after acquiring an additional 694 shares during the quarter. Keystone Wealth Services LLC’s holdings in Alphabet were worth $1,278,000 at […]

Next Level Private LLC purchased a new position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm purchased 4,546 shares of the bank’s stock, valued at approximately $237,000. Other institutional investors and hedge funds have also made changes to their positions […]