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.
Whalen Wealth Management Inc. Grows Holdings in Apple Inc. $AAPL
Whalen Wealth Management Inc. boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 57.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
ServiceNow, Inc. $NOW Shares Purchased by Smith Salley Wealth Management
Smith Salley Wealth Management boosted its position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 388.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
AMETEK, Inc. $AME Shares Sold by Smith Salley Wealth Management
Smith Salley Wealth Management lowered its position in AMETEK, Inc. (NYSE:AME - Free Report) by 17.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Cummins Inc. $CMI Shares Bought by Smith Salley Wealth Management
Smith Salley Wealth Management grew its stake in Cummins Inc. (NYSE:CMI - Free Report) by 1,381.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor…
49,516 Shares in Alcoa $AA Acquired by Moran Wealth Management LLC
Moran Wealth Management LLC bought a new position in shares of Alcoa (NYSE:AA - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 49,516…
Moran Wealth Management LLC Buys New Shares in Gartner, Inc. $IT
Moran Wealth Management LLC purchased a new position in Gartner, Inc. (NYSE:IT - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 13,938 shares…
Revisor Wealth Management LLC Boosts Holdings in Enbridge Inc $ENB
Revisor Wealth Management LLC grew its position in Enbridge Inc (NYSE:ENB - Free Report) TSE: ENB by 96.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Smith Salley Wealth Management Invests $12.13 Million in Amphenol Corporation $APH
Smith Salley Wealth Management acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired…
Smith Salley Wealth Management Increases Stock Holdings in Brookfield Corporation $BN
Smith Salley Wealth Management raised its position in shares of Brookfield Corporation (NYSE:BN - Free Report) by 48.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Smith Salley Wealth Management Buys 23,304 Shares of Netflix, Inc. $NFLX
Smith Salley Wealth Management raised its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 908.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Union Pacific Corporation $UNP Shares Sold by Smith Salley Wealth Management
Smith Salley Wealth Management decreased its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 10.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Palantir Technologies Inc. $PLTR Shares Bought by TriaGen Wealth Management LLC
TriaGen Wealth Management LLC grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 126.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Smith Salley Wealth Management Sells 18,859 Shares of RTX Corporation $RTX
Smith Salley Wealth Management decreased its position in shares of RTX Corporation (NYSE:RTX - Free Report) by 8.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Jackson Wealth Management LLC Buys 3,341 Shares of Apple Inc. $AAPL
Jackson Wealth Management LLC grew its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 205,198 shares of the…
Moran Wealth Management LLC Lowers Position in Equinox Gold Corp. $EQX
Moran Wealth Management LLC decreased its position in shares of Equinox Gold Corp. (NYSEAMERICAN:EQX - Free Report) by 37.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
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