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…
U.S. Bank signs on as NFL's bank and wealth management partner
Why it matters: U.S. Bancorp is deepening its relationship with the nation's biggest sports league in an arrangement that will shine a light on the bank during the Super Bowl. Supporting data: The Minneapolis-based company's NFL links date back to…
Apple Inc. $AAPL Shares Sold by Aegis Wealth Management LLC
Aegis Wealth Management LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 21.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,454…
Perigon Wealth Management LLC Cuts Holdings in Broadcom Inc. $AVGO
Perigon Wealth Management LLC cut its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 153,175 shares of the…
NVIDIA Corporation $NVDA Shares Sold by Northwest Wealth Management LLC
Northwest Wealth Management LLC trimmed its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 39.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,116 shares…
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…
MOR Wealth Management LLC Purchases New Shares in NVIDIA Corporation $NVDA
MOR Wealth Management LLC purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 27,733…
Perigon Wealth Management LLC Sells 8,906 Shares of Strategy Inc $MSTR
Perigon Wealth Management LLC reduced its position in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 72.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
Visa Inc. $V Position Cut by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co lessened its position in shares of Visa Inc. (NYSE:V - Free Report) by 1.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 257,999 shares…
Guided Capital Wealth Management LLC Grows Holdings in Alphabet Inc. $GOOGL
Guided Capital Wealth Management LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 26.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Sherman Wealth Management LLC Takes $1.64 Million Position in NVIDIA Corporation $NVDA
Sherman Wealth Management LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 8,768…
Finer Wealth Management Inc. Decreases Stock Position in Energy Transfer LP $ET
Finer Wealth Management Inc. reduced its position in Energy Transfer LP (NYSE:ET - Free Report) by 83.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 28,445…
CCG Wealth Management LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD
CCG Wealth Management LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 3,757 shares of the semiconductor…
MOR Wealth Management LLC Makes New $2.14 Million Investment in Amazon.com, Inc. $AMZN
MOR Wealth Management LLC acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 9,270…
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