Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Bain Capital to Acquire Australian Wealth Management Business
SYDNEY—Bain Capital will pay more than US$349 million to acquire an Australian wealth-management business from local investment manager Perpetual. The Boston-based private-equity provider has long been seeking exposure to Australian wealth…
Hollow Brook Wealth Management LLC Invests $1.39 Million in Flotek Industries, Inc. $FTK
Hollow Brook Wealth Management LLC acquired a new stake in shares of Flotek Industries, Inc. (NYSE:FTK - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Qualcomm Incorporated $QCOM Shares Bought by Destination Wealth Management
Destination Wealth Management raised its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 184,069 shares of…
Sempra Energy $SRE Stake Reduced by 44 Wealth Management LLC
44 Wealth Management LLC trimmed its holdings in Sempra Energy (NYSE:SRE - Free Report) by 80.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,851 shares of the utilities…
Apple Inc. $AAPL Position Boosted by Circle Wealth Management LLC
Circle Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 6,637,298 shares of the iPhone maker's stock after acquiring an…
Destination Wealth Management Grows Holdings in Colgate-Palmolive Company $CL
Destination Wealth Management increased its holdings in shares of Colgate-Palmolive Company (NYSE:CL - Free Report) by 3.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
JPL Wealth Management LLC Takes Position in Strategy Inc $MSTR
JPL Wealth Management LLC bought a new stake in Strategy Inc (NASDAQ:MSTR - Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund bought 9,395 shares of the software maker's stock, valued at approximately…
Circle Wealth Management LLC Grows Holdings in NVIDIA Corporation $NVDA
Circle Wealth Management LLC raised its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 16.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Alphabet Inc. $GOOGL Shares Purchased by Circle Wealth Management LLC
Circle Wealth Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 2.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 80,072 shares of the…
Destination Wealth Management Acquires 13,153 Shares of Exxon Mobil Corporation $XOM
Destination Wealth Management lifted its holdings in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 94.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Destination Wealth Management Has $37.75 Million Holdings in Danaher Corporation $DHR
Destination Wealth Management increased its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 4.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Circle Wealth Management LLC Acquires 1,704 Shares of Broadcom Inc. $AVGO
Circle Wealth Management LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 10.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Destination Wealth Management Has $21.92 Million Position in Pfizer Inc. $PFE
Destination Wealth Management raised its stake in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 4.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Destination Wealth Management Sells 11,712 Shares of Palantir Technologies Inc. $PLTR
Destination Wealth Management decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 40.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange…
Destination Wealth Management Purchases 7,060 Shares of Eli Lilly and Company $LLY
Destination Wealth Management raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 14.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
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