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Concentric Wealth Management LLC Has $3.29 Million Holdings in The Bank of New York Mellon Co. (NYSE:BK)

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 […]

United-states
America
Catherine-keating
Senthilkumar-santhanakrishnan
Securities-exchange-commission
York-mellon-company-profile
Jefferies-financial-group
Family-office
News-ratings-for-bank
Concentric-wealth-management
Blue-trust-inc
York-mellon-corporation

Concentric Wealth Management LLC Acquires 919 Shares of The Bank of New York Mellon Co. (NYSE:BK)

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 […]

Canada
United-states
America
Zurcher-kantonalbank-zurich-cantonalbank
Kurtisr-kurimsky
Senthilkumar-santhanakrishnan
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Norges-bank
Concentric-wealth-management
York-mellon-company-profile
Jefferies-financial-group

Cohen & Steers Inc. Sells 1,741,851 Shares of SBA Communications Co. (NASDAQ:SBAC)

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 […]

Canada
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Wells-fargo-company
Turtle-creek-wealth-advisors
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Nasdaq
Communications-announces-dividend

Fullerton Fund Management Co Ltd. Makes New $4.93 Million Investment in Mastercard Incorporated (NYSE:MA)

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 […]

Indiana
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Syntegra-private-wealth-group
Indiana-trust-investment-management
Carolinas-wealth-consulting
Mastercard-incorporated
Foundation-mastercard
Fullerton-fund-management-co-ltd
Wells-fargo-company
Securities-exchange-commission

Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) is Chicago Wealth Management Inc.'s 10th Largest Position

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 […]

Chicago
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Halpern-financial-inc
Wealth-strategies-group
Chicago-wealth-management-inc
Glassman-wealth-services
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Chicago-wealth-management
Free-report

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