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.
Gibbs Wealth Management Buys 7,814 Shares of Novanta Inc. $NOVT
Gibbs Wealth Management boosted its stake in Novanta Inc. (NASDAQ:NOVT - Free Report) by 156.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,806 shares of the…
Amazon.com, Inc. $AMZN Shares Bought by Triton Wealth Management PLLC
Triton Wealth Management PLLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 24.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
GC Wealth Management RIA LLC Purchases 1,306 Shares of Caterpillar Inc. $CAT
GC Wealth Management RIA LLC boosted its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 41.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,480 shares…
Morgan Stanley $MS Position Boosted by Gibbs Wealth Management
Gibbs Wealth Management grew its holdings in Morgan Stanley (NYSE:MS - Free Report) by 103.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,088 shares of the…
Gibbs Wealth Management Buys 3,573 Shares of Sterling Infrastructure, Inc. $STRL
Gibbs Wealth Management raised its stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) by 95.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
The Boeing Company $BA Position Boosted by Gibbs Wealth Management
Gibbs Wealth Management increased its position in The Boeing Company (NYSE:BA - Free Report) by 214.3% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,171 shares of the aircraft…
American International Group, Inc. $AIG Shares Purchased by Gibbs Wealth Management
Gibbs Wealth Management grew its stake in shares of American International Group, Inc. (NYSE:AIG - Free Report) by 147.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
Gibbs Wealth Management Increases Stake in Snap-On Incorporated $SNA
Gibbs Wealth Management lifted its stake in shares of Snap-On Incorporated (NYSE:SNA - Free Report) by 528.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,293…
Invesco QQQ $QQQ Shares Sold by Keebeck Wealth Management
Keebeck Wealth Management decreased its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 24.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,126 shares of the…
Autodesk, Inc. $ADSK Shares Acquired by Gibbs Wealth Management
Gibbs Wealth Management increased its stake in shares of Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 271.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Gibbs Wealth Management Grows Position in AbbVie Inc. $ABBV
Gibbs Wealth Management grew its holdings in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 178.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,233 shares of the…
Gibbs Wealth Management Raises Holdings in Cigna Group $CI
Gibbs Wealth Management lifted its holdings in Cigna Group (NYSE:CI - Free Report) by 137.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,965 shares of the…
Gibbs Wealth Management Raises Position in Tesla, Inc. $TSLA
Gibbs Wealth Management raised its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 234.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,064 shares of…
Keebeck Wealth Management Lowers Holdings in Amphenol Corporation $APH
Keebeck Wealth Management reduced its position in Amphenol Corporation (NYSE:APH - Free Report) by 15.5% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 43,119 shares of the electronics maker's stock after…
Chevron Corporation $CVX Shares Purchased by Gibbs Wealth Management
Gibbs Wealth Management raised its stake in Chevron Corporation (NYSE:CVX - Free Report) by 112.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,068 shares…
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