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.
This Wealth Manager Just Made a $7 Million-Dollar Bet on BLCR
According to an SEC filing dated April 13, 2026, Kelly Financial Services LLC established a new holding of 168,755 shares in the BlackRock ETF Trust - iShares Large Cap Core Active ETF (BLCR +0.92%). The estimated transaction value was $7.3…
Ritholtz Wealth Management Takes $963,000 Position in Myers Industries, Inc. $MYE
Ritholtz Wealth Management purchased a new stake in Myers Industries, Inc. (NYSE:MYE - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 51,420 shares of the industrial products…
Ritholtz Wealth Management Lowers Stake in Matson, Inc. $MATX
Ritholtz Wealth Management lessened its stake in shares of Matson, Inc. (NYSE:MATX - Free Report) by 43.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
BCS Wealth Management Purchases 2,032 Shares of Caterpillar Inc. $CAT
BCS Wealth Management boosted its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 97.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,112 shares of the…
BCS Wealth Management Boosts Position in Merck & Co., Inc. $MRK
BCS Wealth Management increased its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 103.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,956 shares of the…
The Sherwin-Williams Company $SHW Shares Purchased by BCS Wealth Management
BCS Wealth Management lifted its stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 100.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,508 shares of the specialty…
Darwin Wealth Management LLC Reduces Stake in Broadcom Inc. $AVGO
Darwin Wealth Management LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 16.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
BCS Wealth Management Raises Holdings in NextEra Energy, Inc. $NEE
BCS Wealth Management lifted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 253.7% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 17,808 shares of the utilities provider's…
BCS Wealth Management Boosts Stock Holdings in McDonald's Corporation $MCD
BCS Wealth Management increased its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 226.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
BCS Wealth Management Boosts Stock Holdings in Invesco QQQ $QQQ
BCS Wealth Management boosted its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 98.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
8,078 Shares in BOK Financial Corporation $BOKF Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management purchased a new position in BOK Financial Corporation (NASDAQ:BOKF - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
165,066 Shares in InnovAge Holding Corp. $INNV Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management purchased a new position in InnovAge Holding Corp. (NASDAQ:INNV - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased…
Ritholtz Wealth Management Purchases Shares of 21,820 Fifth Third Bancorp $FITB
Ritholtz Wealth Management purchased a new stake in shares of Fifth Third Bancorp (NASDAQ:FITB - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 21,820…
Greenup Street Wealth Management LLC Decreases Stake in ExxonMobil Corporation $XOM
Greenup Street Wealth Management LLC reduced its stake in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 84.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,758…
BCS Wealth Management Buys Shares of 27,364 Kimberly-Clark Corporation $KMB
BCS Wealth Management bought a new stake in Kimberly-Clark Corporation (NASDAQ:KMB - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 27,364 shares…
Receive a Daily briefing on Wealth Management Industry News
Get Started