Maynard Savings Bank has released a formal notice announcing a change in control of its bank holding company. This legal requirement underscores a key shift in ownership, marking a notable development in the institution’s history.
Callan Family Office LLC dramatically boosted its investment in Marsh & McLennan Companies, Inc., raising its stake by 121.1% during the second quarter. An SEC filing shows the firm now holds 62,187 shares of the financial services provider, valued at $13.6 million.
L. Roy Papp & Associates LLP has acquired 2,518 shares of The Charles Schwab Corporation, valued at approximately $230,000, during the second quarter. The move, revealed through an SEC filing, underscores continued institutional interest in the financial services provider.
KLP Kapitalforvaltning AS has increased its position in Nu Holdings Ltd. (NYSE: NU) by 2.3% during the second quarter. This additional purchase brings the investor’s total to 723,400 shares, valued at $9,925,000.
OpenAI, amid its $500 billion valuation, has acquired Roi, a startup specializing in AI-powered financial advice for stocks and cryptocurrencies. The deal, executed as an acqui-hire, illustrates OpenAI’s escalating ambitions in fintech while stirring questions about regulatory compliance.
Consolidated Portfolio Review Corp signaled its continued interest in MetLife, Inc. by raising its stake in the second quarter. A recent SEC filing reports a 6.8% increase, reflecting a strategic investment in the financial services giant.
Erin Pryor, Chief Marketing and Experience Officer at First Horizon, has been named one of Memphis Business Journal’s 2025 Women Who Lead. Her commitment to client-centric innovation and growth in financial services earned her this prestigious recognition.
City Center Advisors LLC purchased 645 shares of American Express in the second quarter, according to a recent filing with the Securities & Exchange Commission. The new stake is valued at around $206,000 and underscores the fund’s interest in a prominent payment services company.
Acadian Asset Management LLC has dramatically reduced its stake in MetLife, Inc., cutting over 400,000 shares during the first quarter. The firm now holds 146,211 shares of the financial services provider, valued at $11,735,000.
WBI Investments LLC has disclosed a 19.5% decrease in its position in OneMain Holdings, Inc. during the first quarter. The institutional investor sold 4,304 shares, leaving it with 17,821 shares in the financial services provider, according to a recent 13F filing with the SEC.
