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.
Wealth Manager Sells $3 Million of Short-Term Bond ETF With 1-Year Duration. What Should Investors Know??
On April 9, 2026, Avior Wealth Management reported selling 174,993 shares of the Invesco BulletShares 2027 Corporate Bond ETF (BSCR +0.03%), an estimated $3.45 million trade based on quarterly average pricing, according to a new SEC filing.
U.S. Bank Pens Wealth Management Deal With NFL
U.S. Bank announced this week that it has signed a multi-year agreement to become the official bank and wealth management sponsor of the National Football League. In conjunction with the partnership, U.S. Bank is launching a new financial guidance…
Spire Wealth Management Acquires 2,543 Shares of Apple Inc. $AAPL
Spire Wealth Management grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 386,398…
Alphabet Inc. $GOOG Position Increased by 1900 Wealth Management LLC
1900 Wealth Management LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 32.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
MOR Wealth Management LLC Buys Shares of 5,283 Microsoft Corporation $MSFT
MOR Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,283 shares of the software…
NVIDIA Corporation $NVDA is Bernard Wealth Management Corp.'s Largest Position
Bernard Wealth Management Corp. trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 216,437 shares of…
Signature Wealth Management Group Purchases 10,924 Shares of Amazon.com, Inc. $AMZN
Signature Wealth Management Group grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 169.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,364…
Sherman Wealth Management LLC Purchases New Position in Microsoft Corporation $MSFT
Sherman Wealth Management LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,384 shares of the…
Perigon Wealth Management LLC Has $88.09 Million Stake in Alphabet Inc. $GOOG
Perigon Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Alphabet Inc. $GOOGL Stock Holdings Lowered by PFG Private Wealth Management LLC
PFG Private Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 78.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 941 shares of the information services…
Lord & Richards Wealth Management LLC Sells 3,283 Shares of Amazon.com, Inc. $AMZN
Lord & Richards Wealth Management LLC lessened its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 36.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,817 shares of the…
1900 Wealth Management LLC Has $2.91 Million Position in Broadcom Inc. $AVGO
1900 Wealth Management LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 50.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Campbell Deegan Wealth Management LLC Buys New Shares in The Sherwin-Williams Company $SHW
Campbell Deegan Wealth Management LLC bought a new stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,430 shares…
Industrials Up on Hopes for Inflation Peak -- Industrials Roundup
Shares of industrial and transportation companies rose amid hopes that inflation has peaked. Shares of GE Aerospace and other jet-engine makers such as Safran and Rolls-Royce added to their cease-fire related gains. The U.S. gross domestic product…
Clearwater Paper to Trim 20% of Staff at Arkansas Facility, to Halve Production Capacity
Clearwater Paper will cut about 20% the workforce at its facility in Cypress Bend, Ark., and said the facility would operate at roughly half of its production capacity. The company said the restructuring would deliver between $8 million and $12…
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