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.
Northwestern Mutual Wealth Management Co. Purchases 1,981,424 Shares of Huntington Ingalls Industries, Inc. $HII
Northwestern Mutual Wealth Management Co. boosted its position in Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) by 38,526.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The…
Smith Salley Wealth Management Grows Holdings in Apple Inc. $AAPL
Smith Salley Wealth Management increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 413,982…
Oracle Corporation $ORCL Shares Acquired by Cornerstone Wealth Management LLC
Cornerstone Wealth Management LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 28.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
TLW Wealth Management LLC Sells 35,918 Shares of Crocs, Inc. $CROX
TLW Wealth Management LLC lowered its stake in shares of Crocs, Inc. (NASDAQ:CROX - Free Report) by 37.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 60,727…
TriaGen Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
TriaGen Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 6.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 171,564 shares…
Cauble & Harre Wealth Management Inc. Acquires Shares of 1,582 Caterpillar Inc. $CAT
Cauble & Harre Wealth Management Inc. acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Cornerstone Wealth Management LLC Raises Stock Position in Salesforce Inc. $CRM
Cornerstone Wealth Management LLC lifted its position in Salesforce Inc. (NYSE:CRM - Free Report) by 137.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Revisor Wealth Management LLC Buys 9,221 Shares of Apple Inc. $AAPL
Revisor Wealth Management LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 16.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
Dogwood Wealth Management LLC Buys 2,081 Shares of Broadcom Inc. $AVGO
Dogwood Wealth Management LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 175.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,267 shares of the…
Gartner, Inc. $IT Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its stake in shares of Gartner, Inc. (NYSE:IT - Free Report) by 108,812.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 1,025,952…
AMJ Financial Wealth Management Grows Stake in Walmart Inc. $WMT
AMJ Financial Wealth Management raised its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 42.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,294…
AMJ Financial Wealth Management Lowers Position in GE Aerospace $GE
AMJ Financial Wealth Management trimmed its stake in GE Aerospace (NYSE:GE - Free Report) by 46.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,855 shares of the company's stock after…
Fortive Corporation $FTV Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its holdings in Fortive Corporation (NYSE:FTV - Free Report) by 102,687.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned…
AMJ Financial Wealth Management Sells 62,989 Shares of Nasdaq, Inc. $NDAQ
AMJ Financial Wealth Management decreased its holdings in shares of Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) by 47.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
AMJ Financial Wealth Management Acquires 5,427 Shares of Johnson & Johnson $JNJ
AMJ Financial Wealth Management increased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 832.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
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