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.
Applied Industrial Technologies, Inc. $AIT Shares Acquired by Moran Wealth Management LLC
Moran Wealth Management LLC boosted its position in shares of Applied Industrial Technologies, Inc. (NYSE:AIT - Free Report) by 86.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The…
Linde PLC $LIN Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC boosted its holdings in Linde PLC (NASDAQ:LIN - Free Report) by 15.4% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 20,264 shares of the basic materials company's stock after…
Apple Inc. $AAPL Stake Lowered by VCI Wealth Management LLC
VCI Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,355 shares of the iPhone…
Apple Inc. $AAPL Shares Purchased by Venturi Wealth Management LLC
Venturi Wealth Management LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Moran Wealth Management LLC Grows Position in Visa Inc. $V
Moran Wealth Management LLC lifted its position in shares of Visa Inc. (NYSE:V - Free Report) by 34.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Moran Wealth Management LLC Grows Position in Block, Inc. $XYZ
Moran Wealth Management LLC raised its stake in shares of Block, Inc. (NYSE:XYZ - Free Report) by 86.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 107,601 shares of the technology company's stock…
SLB Limited $SLB Shares Bought by Moran Wealth Management LLC
Moran Wealth Management LLC grew its holdings in shares of SLB Limited (NYSE:SLB - Free Report) by 29.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Citigroup Inc. $C Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC raised its stake in Citigroup Inc. (NYSE:C - Free Report) by 10.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,177 shares of the…
Deere & Company $DE Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC increased its holdings in Deere & Company (NYSE:DE - Free Report) by 13.0% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 15,233 shares of the industrial products company's stock…
HB Wealth Management LLC Increases Holdings in The Allstate Corporation $ALL
HB Wealth Management LLC raised its holdings in shares of The Allstate Corporation (NYSE:ALL - Free Report) by 141.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 37,140…
Moran Wealth Management LLC Buys New Holdings in AeroVironment, Inc. $AVAV
Moran Wealth Management LLC purchased a new position in AeroVironment, Inc. (NASDAQ:AVAV - Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 22,824 shares of the aerospace company's…
Moran Wealth Management LLC Buys 6,498 Shares of SAP SE $SAP
Moran Wealth Management LLC increased its position in SAP SE (NYSE:SAP - Free Report) by 30.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,971…
Vertrix Wealth Management LLC Buys Shares of 17,564 Broadcom Inc. $AVGO
Vertrix Wealth Management LLC bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
AST SpaceMobile, Inc. $ASTS Holdings Trimmed by Moran Wealth Management LLC
Moran Wealth Management LLC reduced its position in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS - Free Report) by 18.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
The Sherwin-Williams Company $SHW Holdings Reduced by HB Wealth Management LLC
HB Wealth Management LLC lessened its holdings in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) by 9.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
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