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.
NVIDIA Corporation $NVDA Shares Sold by Gibbs Wealth Management
Gibbs Wealth Management cut its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 42,512 shares…
Alphabet Inc. $GOOG Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 15.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Ritholtz Wealth Management Raises Stock Holdings in Amazon.com, Inc. $AMZN
Ritholtz Wealth Management grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 2.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 250,366 shares…
Gibbs Wealth Management Sells 4,023 Shares of Amazon.com, Inc. $AMZN
Gibbs Wealth Management decreased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 11.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 31,261 shares of the…
Netflix, Inc. $NFLX Shares Bought by Eads & Heald Wealth Management
Eads & Heald Wealth Management raised its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 874.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Tesla, Inc. $TSLA Shares Sold by Aprio Wealth Management LLC
Aprio Wealth Management LLC trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 50.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,412…
Microsoft Corporation $MSFT Stock Position Cut by Jackson Thornton Wealth Management LLC
Jackson Thornton Wealth Management LLC trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The…
HB Wealth Management LLC Increases Position in Johnson & Johnson $JNJ
HB Wealth Management LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor…
Calamos Wealth Management LLC Grows Position in Walmart Inc. $WMT
Calamos Wealth Management LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 281,906 shares of the retailer's stock after…
Iams Wealth Management LLC Has $3.69 Million Holdings in Meta Platforms, Inc. $META
Iams Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 40.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,595…
Tanager Wealth Management LLP Has $37.11 Million Stock Position in Alphabet Inc. $GOOG
Tanager Wealth Management LLP raised its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 17.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Geneos Wealth Management Inc. Trims Stock Position in Oklo Inc. $OKLO
Geneos Wealth Management Inc. cut its holdings in shares of Oklo Inc. (NYSE:OKLO - Free Report) by 48.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,525 shares…
Aprio Wealth Management LLC Grows Stock Holdings in Netflix, Inc. $NFLX
Aprio Wealth Management LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,057.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,632…
Geneos Wealth Management Inc. Trims Stock Position in ExxonMobil Corporation $XOM
Geneos Wealth Management Inc. cut its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 3.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Aprio Wealth Management LLC Acquires 5,575 Shares of Oracle Corporation $ORCL
Aprio Wealth Management LLC boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 120.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned…
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