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.
Regional Banks, Wealth Management Lead Financial Services M&A
Smaller deals involving regional banks and wealth managers are driving acquisitions in the financial services industry, according to a clutch of industry watchers. The deals reflect a broader shift away from mega-transactions and towards…
Highly optimistic on wealth management outlook amid stable, diverse HK market: FSDC
An anticipated influx of compliant mainland capital and surging listing interest from emerging markets will drive strong confidence in Hong Kong's financial outlook, the Financial Services Development Council (FSDC) said today. SCROLL TO CONTINUE…
Moran Wealth Management LLC Increases Holdings in Apple Inc. $AAPL
Moran Wealth Management LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned…
Moran Wealth Management LLC Reduces Stake in Microsoft Corporation $MSFT
Moran Wealth Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned…
Calamos Wealth Management LLC Sells 62,918 Shares of ServiceNow, Inc. $NOW
Calamos Wealth Management LLC lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 95.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Geneos Wealth Management Inc. Sells 10,000 Shares of Invesco QQQ $QQQ
Geneos Wealth Management Inc. trimmed its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 14.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 58,980…
Geneos Wealth Management Inc. Sells 5,332 Shares of The Walt Disney Company $DIS
Geneos Wealth Management Inc. trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Geneos Wealth Management Inc. Buys 54,907 Shares of Norfolk Southern Corporation $NSC
Geneos Wealth Management Inc. lifted its position in shares of Norfolk Southern Corporation (NYSE:NSC - Free Report) by 56.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
Geneos Wealth Management Inc. Has $8.19 Million Holdings in Tesla, Inc. $TSLA
Geneos Wealth Management Inc. decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 20.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,024 shares…
Diversify Wealth Management LLC Takes Position in Nasdaq, Inc. $NDAQ
Diversify Wealth Management LLC bought a new position in Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 10,961 shares of the financial services…
Geneos Wealth Management Inc. Sells 1,348 Shares of ASML Holding N.V. $ASML
Geneos Wealth Management Inc. cut its holdings in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 15.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,118 shares of the semiconductor…
Intel Corporation $INTC is Pacific Wealth Management's 7th Largest Position
Pacific Wealth Management cut its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 8.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,000 shares of…
Geneos Wealth Management Inc. Has $16.67 Million Stake in W.P. Carey Inc. $WPC
Geneos Wealth Management Inc. reduced its position in W.P. Carey Inc. (NYSE:WPC - Free Report) by 8.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 245,228 shares of the real estate…
GE Aerospace $GE Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its position in shares of GE Aerospace (NYSE:GE - Free Report) by 23.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,106 shares of the…
Marks Group Wealth Management Inc Grows Holdings in Saia, Inc. $SAIA
Marks Group Wealth Management Inc boosted its position in Saia, Inc. (NASDAQ:SAIA - Free Report) by 32.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
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