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.
Wealth management firm highlights staying power of Scottish oil and gas jobs
As major players in Scotland's oil and gas industry continue to urge the government to exploit the UK's remaining North Sea resources to avoid heavy job losses particularly in northeast Scotland, independent wealth management and financial planning…
EP Wealth Acquires $900M Opes Wealth Management
EP Wealth, an acquisitive registered investment advisor based in Torrance, Calif., has acquired Opes Wealth Management, a Menlo Park, Calif.-based firm with over $900 million in assets under management. This represents EP's fifth deal of 2026…
Ritholtz Wealth Management Invests $914,000 in Brunswick Corporation $BC
Ritholtz Wealth Management acquired a new stake in shares of Brunswick Corporation (NYSE:BC - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Ritholtz Wealth Management Buys Shares of 36,973 Constellium SE $CSTM
Ritholtz Wealth Management bought a new position in shares of Constellium SE (NYSE:CSTM - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Greenup Street Wealth Management LLC Decreases Stock Holdings in Alphabet Inc. $GOOGL
Greenup Street Wealth Management LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 9.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Pinnacle Wealth Management Advisory Group LLC Trims Holdings in Bloom Energy Corporation $BE
Pinnacle Wealth Management Advisory Group LLC lowered its stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 68.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
Parkway Wealth Management Group LLC Lowers Position in Meta Platforms, Inc. $META
Parkway Wealth Management Group LLC decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 87.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 442 shares of the social…
Brown Miller Wealth Management LLC Grows Stock Position in Kinder Morgan, Inc. $KMI
Brown Miller Wealth Management LLC grew its holdings in Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 44.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 123,726…
The PNC Financial Services Group, Inc $PNC Holdings Raised by Master S Wealth Management Inc.
Master S Wealth Management Inc. lifted its stake in The PNC Financial Services Group, Inc (NYSE:PNC - Free Report) by 311.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,321…
Industrial Shares Rise in Broader Quarter-End Rally -- Industrials Roundup
Shares in the industrial sector rose as the broader market rallied to end a strong second quarter. Drone and defense technology provider AeroVironment late Monday reported better-than-expected quarterly earnings and shares jumped as investors…
Pinnacle Wealth Management Advisory Group LLC Has $19.73 Million Holdings in Johnson & Johnson $JNJ
Pinnacle Wealth Management Advisory Group LLC decreased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 6.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 80,710…
Ritholtz Wealth Management Makes New $827,000 Investment in T. Rowe Price Group, Inc. $TROW
Ritholtz Wealth Management purchased a new stake in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor…
Brown Miller Wealth Management LLC Has $1.15 Million Stock Position in Qualcomm Incorporated $QCOM
Brown Miller Wealth Management LLC reduced its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 37.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
Brown Miller Wealth Management LLC Has $1.39 Million Stock Holdings in Trane Technologies plc $TT
Brown Miller Wealth Management LLC increased its holdings in shares of Trane Technologies plc (NYSE:TT - Free Report) by 188.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
Laurel Oak Wealth Management LLC Has $11.52 Million Stock Holdings in JPMorgan Chase & Co. $JPM
Laurel Oak Wealth Management LLC boosted its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,172…
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