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.
Meta Platforms, Inc. $META Stock Acquired by BAM Wealth Management LLC
BAM Wealth Management LLC grew its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 38.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Aberdeen Wealth Management LLC Acquires 14,527 Shares of Apple Inc. $AAPL
Aberdeen Wealth Management LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 14,527 shares of the…
Microsoft Corporation $MSFT Shares Bought by Udine Wealth Management Inc.
Udine Wealth Management Inc. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,241…
4,614 Microsoft Corporation $MSFT Shares Purchased by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.5% in the second quarter, according to its most recent filing with the SEC. The firm owned 989,415 shares of the software…
Elevation Wealth Management LLC Buys 879 Shares of Meta Platforms, Inc. $META
Elevation Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 21.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund…
Apple Inc. $AAPL Shares Newly Bought by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 21,572 shares of the iPhone maker's stock, valued…
Yukon Wealth Management Inc. Buys New Position in Amazon.com, Inc. $AMZN
Yukon Wealth Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased…
2,399 NVIDIA Corporation $NVDA Shares Bought by Triton Wealth Management PLLC
Triton Wealth Management PLLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Asset One Wealth Management LLC Makes New $33.85 Million Investment in Apple Inc. $AAPL
Asset One Wealth Management LLC purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased…
Corecivic Shares Slip After CEO Resigns for Health Reasons
Shares of Corecivic fell after the company said its president and chief executive has resigned, citing health reasons. The stock slid 7.5%, to $31.79, on Friday. Despite the loss, shares are up nearly 67% year to date. The private prison operator…
Staar Surgical Shares Rise on $50M Buyback Plans
Staar Surgical shares advanced Friday after the company said its board authorized a $50 million share-buyback program. The vision-correction solutions company said the decision was based on the board's confidence in its business progress, as well…
Largo Shares Slide on Pricing of $5.7 Million Offering
Largo shares were sharply lower Friday after the company priced its $5.7 million offering below recent trading prices. Shares fell 24% in Toronto to 74 Canadian cents (52 cents) and 25% in New York to 51 cents. The vanadium producer on Friday said…
Mark Wahlberg is coming to TechCrunch Disrupt 2026
Let's just get this out of the way: Mark Wahlberg is as A-list as it gets. He broke out in 1997's “Boogie Nights,” and in the nearly three decades since, he's built one of the highest-wattage careers in Hollywood: two Academy Award…
EVI Industries (NYSEAMERICAN:EVI) Share Price Crosses Above Two Hundred Day Moving Average - Here's Why
EVI Industries, Inc. (NYSEAMERICAN:EVI - Get Free Report) passed above its two hundred day moving average during trading on Friday. The stock has a two hundred day moving average of $17.35 and traded as high as $20.54. EVI Industries shares last…
CyphaLab Unveils New On-Chain Financial Infrastructure to Solve Capital Market Fragmentation During the $300 Trillion TradFi Transition
New York, USA, September 25th, 2026, FinanceWire As global financial institutions push into real-world asset (RWA) tokenization, major operational bottlenecks persist: fragmented cross-domain order reconciliation, steep custody friction, and a lack…
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