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.
BlackRock $BLK Shares Bought by Ritholtz Wealth Management
Ritholtz Wealth Management increased its holdings in BlackRock (NYSE:BLK - Free Report) by 37.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,171…
Netflix, Inc. $NFLX Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 812.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Newmont Corporation $NEM Shares Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management increased its stake in Newmont Corporation (NYSE:NEM - Free Report) by 67.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,754 shares of the…
Invesco QQQ $QQQ Stake Trimmed by Ritholtz Wealth Management
Ritholtz Wealth Management reduced its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 0.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 387,575 shares of the…
Ritholtz Wealth Management Buys 60,645 Shares of Pfizer Inc. $PFE
Ritholtz Wealth Management increased its stake in Pfizer Inc. (NYSE:PFE - Free Report) by 51.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 178,481…
Ritholtz Wealth Management Acquires 16,695 Shares of Biogen Inc. $BIIB
Ritholtz Wealth Management increased its holdings in Biogen Inc. (NASDAQ:BIIB - Free Report) by 142.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,375 shares…
Puma Biotechnology, Inc. $PBYI Shares Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management raised its stake in shares of Puma Biotechnology, Inc. (NASDAQ:PBYI - Free Report) by 47.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Gibbs Wealth Management Acquires 11,291 Shares of Netflix, Inc. $NFLX
Gibbs Wealth Management lifted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 444.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Ritholtz Wealth Management Sells 94,103 Shares of Equinor ASA $EQNR
Ritholtz Wealth Management cut its position in shares of Equinor ASA (NYSE:EQNR - Free Report) by 31.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 202,025 shares of…
Ritholtz Wealth Management Raises Holdings in Applied Materials, Inc. $AMAT
Ritholtz Wealth Management increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,770 shares of the manufacturing equipment…
Ritholtz Wealth Management Grows Stock Holdings in PepsiCo, Inc. $PEP
Ritholtz Wealth Management raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 33.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,546 shares of the company's…
Western Digital Corporation $WDC Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management boosted its position in Western Digital Corporation (NASDAQ:WDC - Free Report) by 369.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,916 shares of the data…
Broadcom Inc. $AVGO Shares Sold by Seed Wealth Management Inc.
Seed Wealth Management Inc. trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 57.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,011 shares of the…
Ritholtz Wealth Management Purchases 5,450 Shares of Tesla, Inc. $TSLA
Ritholtz Wealth Management boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 59,116 shares of the electric vehicle producer's…
Accenture PLC $ACN Shares Sold by Bar Harbor Wealth Management
Bar Harbor Wealth Management lessened its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 67.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,789 shares of the…
Receive a Daily briefing on Wealth Management Industry News
Get Started