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 Fully Exits Position in Oilfield Services Company, According to Latest SEC Filing
Carolina Wealth Advisors, LLC fully exited its RPC (RES +1.32%) stake in the first quarter, selling 1,252,201 shares for an estimated $7.80 million based on average pricing, according to an April 7, 2026, SEC filing. According to a filing with the…
Wealth Manager Scoops Up 3.4 Million Shares of Exchange-Traded Fund, According to Recent SEC Filing
Park Avenue Securities LLC initiated a new position in BlackRock ETF Trust - iShares Large Cap Core Active ETF (BLCR 0.52%), buying 3,433,223 shares in the first quarter of 2026. The estimated transaction value was $147.07 million, based on the…
Wealth Manager: 'Hard to See a World Where You're Not Investing in AI' Buy These Dips Now
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here…
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 2,872 Shares of Cavco Industries, Inc. $CVCO
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Cavco Industries, Inc. (NASDAQ:CVCO - Free Report) by 82.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and…
Amgen Inc. $AMGN Shares Sold by KFG Wealth Management LLC
KFG Wealth Management LLC lowered its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 37.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,248 shares of the medical…
Williams-Sonoma, Inc. $WSM Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its holdings in shares of Williams-Sonoma, Inc. (NYSE:WSM - Free Report) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Whalen Wealth Management Inc. Takes $767,000 Position in Exxon Mobil Corporation $XOM
Whalen Wealth Management Inc. acquired a new stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 6,371 shares…
252,160 Shares in Omnicom Group Inc. $OMC Purchased by Modera Wealth Management LLC
Modera Wealth Management LLC bought a new position in Omnicom Group Inc. (NYSE:OMC - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 252,160…
NVIDIA Corporation $NVDA Shares Purchased by Spire Wealth Management
Spire Wealth Management increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 624,234…
Ameliora Wealth Management Ltd. Takes Position in Affirm Holdings, Inc. $AFRM
Ameliora Wealth Management Ltd. bought a new stake in shares of Affirm Holdings, Inc. (NASDAQ:AFRM - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
KFG Wealth Management LLC Increases Stock Holdings in International Business Machines Corporation $IBM
KFG Wealth Management LLC increased its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 275.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned…
Modera Wealth Management LLC Sells 7,295 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Modera Wealth Management LLC decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 256,958 shares of…
Selective Wealth Management Inc. Purchases New Holdings in Broadcom Inc. $AVGO
Selective Wealth Management Inc. acquired a new position in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 1,745 shares of the…
Praetorian Wealth Management Inc. Acquires 3,110 Shares of NVIDIA Corporation $NVDA
Praetorian Wealth Management Inc. raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 109.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Netflix, Inc. $NFLX Shares Bought by Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 877.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
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