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.
Mueller Industries, Inc. $MLI Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its holdings in Mueller Industries, Inc. (NYSE:MLI - Free Report) by 18.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,271…
Ritholtz Wealth Management Boosts Stake in PulteGroup, Inc. $PHM
Ritholtz Wealth Management raised its holdings in shares of PulteGroup, Inc. (NYSE:PHM - Free Report) by 43.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Ritholtz Wealth Management Purchases 1,546 Shares of Caterpillar Inc. $CAT
Ritholtz Wealth Management raised its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 11.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
ServiceNow, Inc. $NOW Shares Acquired by Venturi Wealth Management LLC
Venturi Wealth Management LLC grew its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 424.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 22,289 shares of the information…
Netflix, Inc. $NFLX Shares Purchased by Venturi Wealth Management LLC
Venturi Wealth Management LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 856.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,968 shares of the Internet…
Ritholtz Wealth Management Reduces Position in EMCOR Group, Inc. $EME
Ritholtz Wealth Management cut its stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 9.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Chevron Corporation $CVX Shares Acquired by Venturi Wealth Management LLC
Venturi Wealth Management LLC increased its stake in shares of Chevron Corporation (NYSE:CVX - Free Report) by 82.2% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 77,942 shares of the oil…
Ritholtz Wealth Management Increases Holdings in Cisco Systems, Inc. $CSCO
Ritholtz Wealth Management lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 15.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Ritholtz Wealth Management Grows Holdings in Expedia Group, Inc. $EXPE
Ritholtz Wealth Management grew its holdings in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 29.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Venturi Wealth Management LLC Increases Position in Tesla, Inc. $TSLA
Venturi Wealth Management LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,999 shares of the…
Ritholtz Wealth Management Acquires 35,240 Shares of U.S. Bancorp $USB
Ritholtz Wealth Management grew its holdings in U.S. Bancorp (NYSE:USB - Free Report) by 29.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 155,491 shares of the financial services…
Ritholtz Wealth Management Purchases 11,791 Shares of Citigroup Inc. $C
Ritholtz Wealth Management raised its position in shares of Citigroup Inc. (NYSE:C - Free Report) by 9.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Ritholtz Wealth Management Sells 3,530 Shares of Celestica, Inc. $CLS
Ritholtz Wealth Management lowered its position in Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 7.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 42,484…
General Motors Company $GM Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its position in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 46.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Ritholtz Wealth Management Boosts Holdings in Procter & Gamble Company (The) $PG
Ritholtz Wealth Management grew its position in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 12.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
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