📰 Wealth Services News
Page 47 - Wealth Services News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Wealth Services. Real-time updates on events, politics, business and more.
March 11, 2024
Auxier Asset Management cut its holdings in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 3.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 227,759 shares of the bank’s stock after selling 7,000 shares during the […]
March 10, 2024
Kennedy Capital Management LLC grew its holdings in Atmos Energy Co. (NYSE:ATO – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 20,910 shares of the utilities provider’s stock after buying an additional 561 shares during the quarter. Kennedy Capital Management LLC’s holdings in Atmos Energy were worth $2,215,000 […]
March 10, 2024
Royal Bank of Canada lowered its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 15.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,323,475 shares of the bank’s stock after selling 435,329 shares during the quarter. Royal Bank […]
March 10, 2024
Integrated Wealth Concepts LLC raised its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 70,668 shares of the bank’s stock after purchasing an additional 1,012 […]
March 10, 2024
Mercer Global Advisors Inc. ADV increased its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 148,599 shares of the bank’s stock after acquiring an additional […]
March 9, 2024
Essex Financial Services Inc. raised its position in Organon & Co. (NYSE:OGN – Free Report) by 8.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,189 shares of the company’s stock after acquiring an additional 1,965 shares during the quarter. Essex Financial […]
March 9, 2024
SBA Communications Co. (NASDAQ:SBAC – Get Free Report) Director Mary S. Chan sold 1,977 shares of SBA Communications stock in a transaction that occurred on Tuesday, March 5th. The shares were sold at an average price of $217.99, for a total transaction of $430,966.23. Following the transaction, the director now directly owns 4,622 shares in […]
March 9, 2024
Mercer Global Advisors Inc. ADV decreased its holdings in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 26.1% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 52,284 shares of the financial services provider’s stock after selling 18,511 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in CME Group were […]
February 29, 2024
Tower Research Capital LLC TRC grew its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 36.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,550 shares of the company’s stock after purchasing an additional 6,501 shares during the period. […]
February 29, 2024
CAVA Group (NYSE:CAVA – Get Free Report) had its price target boosted by stock analysts at JPMorgan Chase & Co. from $40.00 to $50.00 in a report released on Thursday, Benzinga reports. The brokerage currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective suggests a potential downside of 15.78% from […]