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.
Norway Wealth Fund Fires Manager in Turkey After Trading Fines
Norges Bank Investment Management, Norway's $2.1 trillion sovereign wealth fund, cut ties with a finance firm in Turkey after regulators fined one of its top managers for improper trading. The Oslo-based fund terminated its relationship with…
Modera Wealth Management LLC Trims Stake in Amazon.com, Inc. $AMZN
Modera Wealth Management LLC cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
Microsoft Corporation $MSFT Shares Acquired by Jackson Thornton Wealth Management LLC
Jackson Thornton Wealth Management LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 47.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Apple Inc. $AAPL is LJI Wealth Management LLC's 10th Largest Position
LJI Wealth Management LLC trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,816…
GDS Wealth Management Acquires 3,116 Shares of Amazon.com, Inc. $AMZN
GDS Wealth Management grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 2.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 130,635 shares of the e-commerce giant's stock after…
BAM Wealth Management LLC Buys Shares of 7,188 Amazon.com, Inc. $AMZN
BAM Wealth Management LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 7,188 shares of the…
Dynasty Wealth Management LLC Buys 42,470 Shares of Microsoft Corporation $MSFT
Dynasty Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4,804.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,354…
AE Wealth Management LLC Boosts Stock Holdings in Alphabet Inc. $GOOGL
AE Wealth Management LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 924,927…
Abich Financial Wealth Management LLC Takes $700,000 Position in Tesla, Inc. $TSLA
Abich Financial Wealth Management LLC bought a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 1,575 shares of the electric…
Abich Financial Wealth Management LLC Buys New Shares in McDonald's Corporation $MCD
Abich Financial Wealth Management LLC purchased a new position in McDonald's Corporation (NYSE:MCD - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund…
Abich Financial Wealth Management LLC Acquires New Position in Invesco QQQ $QQQ
Abich Financial Wealth Management LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Abich Financial Wealth Management LLC Acquires New Holdings in Micron Technology, Inc. $MU
Abich Financial Wealth Management LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Abich Financial Wealth Management LLC Invests $813,000 in International Business Machines Corporation $IBM
Abich Financial Wealth Management LLC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 2,882…
Ichikoh Industries FY Net Y6.20B Vs Net Y4.47B
Ichikoh Industries Ltd. (7244.TO) Japan Year Ended December 31 GROUP 2025 2024 Revenue Y117.09 bln Y125.54 bln Operating Profit Y5.82 bln Y4.88 bln Pretax Profit Y7.57 bln Y6.52 bln Net Profit Y6.20 bln Y4.47 bln Per share Earnings Y64.47 Y46.48…
Katakura Industries FY Net Y5.76B Vs Net Y3.52B
Katakura Industries Co. Ltd. (3001.TO) Japan Year Ended December 31 GROUP 2025 2024 Revenue Y40.65 bln Y39.42 bln Operating Profit Y5.86 bln Y4.12 bln Pretax Profit Y7.22 bln Y5.48 bln Net Profit Y5.76 bln Y3.52 bln Per share Earnings Y180.73…
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