Page 9 - Wealth Services News Today

United Services Automobile Association raised its stake in shares of Canadian Imperial Bank of Commerce (NYSE:CM – Free Report) (TSE:CM) by 14.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 34,659 shares of the bank’s stock after acquiring an additional 4,478 shares during the quarter. United Services Automobile Association’s holdings in Canadian Imperial Bank […]

Staley Capital Advisers Inc. trimmed its stake in shares of Newmont Co. (NYSE:NEM – Free Report) by 32.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,000 shares of the basic materials company’s stock after selling 9,019 shares during the quarter. […]

Proquility Private Wealth Partners LLC acquired a new stake in Vanguard Total World Stock Index Fund ETF Shares (NYSEARCA:VT – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 40,543 shares of the exchange traded fund’s stock, valued at approximately $4,171,000. Vanguard Total World Stock […]

Wilkinson Global Asset Management LLC grew its position in Toyota Motor Co. (NYSE:TM – Free Report) by 0.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 358,525 shares of the company’s stock after purchasing an additional 365 shares […]

CAP Partners LLC purchased a new position in shares of Block, Inc. (NYSE:SQ – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,602 shares of the technology company’s stock, valued at approximately $356,000. Several other institutional investors and hedge funds […]

EverSource Wealth Advisors LLC raised its position in iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV – Free Report) by 611.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 1,331 shares of the company’s stock after acquiring an additional 1,144 shares during the period. EverSource Wealth […]

Parallel Advisors LLC cut its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 110,934 shares of the utilities provider’s stock after selling 4,506 shares during the quarter. Parallel Advisors LLC’s holdings in NextEra Energy were worth $6,738,000 as of its most recent […]

TD Asset Management Inc increased its holdings in TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) by 32.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,304,418 shares of the pipeline company’s stock after buying an additional 3,717,342 shares during […]

TD Asset Management Inc grew its stake in TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) by 32.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,304,418 shares of the pipeline company’s stock after acquiring an additional 3,717,342 shares during the […]

Cape Investment Advisory Inc. boosted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 4,769 shares of the company’s stock after buying an additional 307 shares during the period. Cape Investment Advisory Inc.’s […]