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.

marketbeat.com - Lennar Corporation $LEN Shares Sold by JGP Wealth Management LLC
Lennar Corporation $LEN Shares Sold by JGP Wealth Management LLC
MarketBeat

JGP Wealth Management LLC reduced its holdings in Lennar Corporation (NYSE:LEN - Free Report) by 21.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,762 shares of…

marketbeat.com - Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
MarketBeat

Bar Harbor Wealth Management purchased a new position in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…

marketbeat.com - Granite Bay Wealth Management LLC Acquires 15,098 Shares of CrowdStrike $CRWD
Granite Bay Wealth Management LLC Acquires 15,098 Shares of CrowdStrike $CRWD
MarketBeat

Granite Bay Wealth Management LLC grew its holdings in CrowdStrike (NASDAQ:CRWD - Free Report) by 2,589.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,681 shares of…

marketbeat.com - Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
MarketBeat

Meadowbrook Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…

marketbeat.com - Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
MarketBeat

Bar Harbor Wealth Management bought a new position in Amrize Ltd (NYSE:AMRZ - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 84,913 shares of the…

marketbeat.com - Granite Bay Wealth Management LLC Takes Position in Blackstone Inc. $BX
Granite Bay Wealth Management LLC Takes Position in Blackstone Inc. $BX
MarketBeat

Granite Bay Wealth Management LLC bought a new position in Blackstone Inc. (NYSE:BX - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 28,157…

marketbeat.com - Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
MarketBeat

BigSur Wealth Management LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 28.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,297 shares of the…

marketbeat.com - The Goldman Sachs Group, Inc. $GS Position Reduced by Triangle Securities Wealth Management
The Goldman Sachs Group, Inc. $GS Position Reduced by Triangle Securities Wealth Management
MarketBeat

Triangle Securities Wealth Management lowered its stake in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 49.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 6,880 shares of the investment management…

marketbeat.com - Iams Wealth Management LLC Makes New Investment in Waste Management, Inc. $WM
Iams Wealth Management LLC Makes New Investment in Waste Management, Inc. $WM
MarketBeat

Iams Wealth Management LLC acquired a new stake in shares of Waste Management, Inc. (NYSE:WM - Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 5,840 shares of the business services provider's…

marketbeat.com - Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
MarketBeat

Bar Harbor Wealth Management cut its stake in Accenture PLC (NYSE:ACN - Free Report) by 38.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,643 shares of…

marketbeat.com - Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
MarketBeat

Bar Harbor Wealth Management acquired a new position in shares of AAON, Inc. (NASDAQ:AAON - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired…

marketbeat.com - Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
MarketBeat

Bartlett & CO. Wealth Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - JGP Wealth Management LLC Has $7.87 Million Position in Pool Corporation $POOL
JGP Wealth Management LLC Has $7.87 Million Position in Pool Corporation $POOL
MarketBeat

JGP Wealth Management LLC trimmed its position in Pool Corporation (NASDAQ:POOL - Free Report) by 26.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,216 shares of…

marketbeat.com - Granite Bay Wealth Management LLC Sells 13,159 Shares of Invesco QQQ $QQQ
Granite Bay Wealth Management LLC Sells 13,159 Shares of Invesco QQQ $QQQ
MarketBeat

Granite Bay Wealth Management LLC cut its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 75.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,367 shares of the…

marketbeat.com - JGP Wealth Management LLC Buys 27,337 Shares of Williams-Sonoma, Inc. $WSM
JGP Wealth Management LLC Buys 27,337 Shares of Williams-Sonoma, Inc. $WSM
MarketBeat

JGP Wealth Management LLC lifted its position in Williams-Sonoma, Inc. (NYSE:WSM - Free Report) by 249.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 38,281 shares of the specialty…

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