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Midland Wealth Advisors LLC Invests $1.38 Million in Bank of Montreal (NYSE:BMO)

Midland Wealth Advisors LLC acquired a new position in shares of Bank of Montreal (NYSE:BMO – Free Report) (TSE:BMO) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 13,992 shares of the bank’s stock, valued at approximately $1,384,000. Other hedge funds and other institutional investors […]

Montreal
Quebec
Canada
United-states
America
Canadian
Quarter-for-bank
Jefferies-financial-group
Intact-investment-management-inc
Pacer-advisors-inc
News-ratings-for-bank

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
Securities-exchange-commission
News-ratings-for-bank
Norges-bank
Concentric-wealth-management
York-mellon-company-profile
Jefferies-financial-group

Fort Sheridan Advisors LLC Raises Position in Bank of America Co. (NYSE:BAC)

Fort Sheridan Advisors LLC increased its holdings in Bank of America Co. (NYSE:BAC) by 1.6% during the 4th quarter, HoldingsChannel reports. The fund owned 38,244 shares of the financial services provider’s stock after acquiring an additional 594 shares during the quarter. Fort Sheridan Advisors LLC’s holdings in Bank of America were worth $1,288,000 as of […]

United-states
America
News-ratings-for-bank
Quarter-for-bank
Jpmorgan-chase-co
America-corporation
Selective-wealth-management-inc
Citigroup
Kennedy-investment-group
America-co
Regent-peak-wealth-advisors

Bank of America Co. (NYSE:BAC) Shares Sold by Garner Asset Management Corp

Garner Asset Management Corp decreased its stake in shares of Bank of America Co. (NYSE:BAC) by 12.2% during the fourth quarter, HoldingsChannel reports. The firm owned 25,924 shares of the financial services provider’s stock after selling 3,594 shares during the quarter. Garner Asset Management Corp’s holdings in Bank of America were worth $853,000 as of […]

United-states
America
Piper-sandler
Houlihan-financial-resource-group-ltd
Pzena-investment-management
America-corporation
Garner-asset-management-corp
America-co
First-heartland-consultants-inc
Quarter-for-bank
Exchange-commission
Waters-parkerson

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