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.
Standard Chartered's 2025 profit jumps 16% buoyed by wealth management growth
Standard Chartered Bank, one of Hong Kong's three note-issuing banks, reported a 16 per cent profit jump for 2025, as strong wealth management growth helped it weather rising bad debt from the city's commercial real estate slump. The London-based…
Apple Inc. $AAPL Shares Acquired by Liberty Wealth Management LLC
Liberty Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 111,291 shares of the…
Gitterman Wealth Management LLC Acquires 4,297 Shares of NVIDIA Corporation $NVDA
Gitterman Wealth Management LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 109.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,214 shares of…
NVIDIA Corporation $NVDA is Jacksonville Wealth Management LLC's 2nd Largest Position
Jacksonville Wealth Management LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Dakota Wealth Management Reduces Position in Southern Company (The) $SO
Dakota Wealth Management trimmed its holdings in Southern Company (The) (NYSE:SO - Free Report) by 19.8% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 112,459 shares of the utilities…
Walmart Inc. $WMT Shares Sold by Dakota Wealth Management
Dakota Wealth Management cut its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 10.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 90,196 shares…
Dakota Wealth Management Cuts Holdings in Broadcom Inc. $AVGO
Dakota Wealth Management trimmed its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 14.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Pfizer Inc. $PFE Shares Purchased by Dakota Wealth Management
Dakota Wealth Management grew its stake in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 33.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 348,386 shares of the biopharmaceutical company's stock after…
Dakota Wealth Management Lowers Position in The Progressive Corporation $PGR
Dakota Wealth Management decreased its stake in The Progressive Corporation (NYSE:PGR - Free Report) by 39.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
AppLovin Corporation $APP Shares Bought by Dakota Wealth Management
Dakota Wealth Management raised its holdings in AppLovin Corporation (NASDAQ:APP - Free Report) by 14.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
Exxon Mobil Corporation $XOM Shares Acquired by Dakota Wealth Management
Dakota Wealth Management boosted its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 6.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 261,814…
Dakota Wealth Management Increases Holdings in Arista Networks, Inc. $ANET
Dakota Wealth Management grew its holdings in Arista Networks, Inc. (NYSE:ANET - Free Report) by 89.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 97,283 shares of the technology…
Axxcess Wealth Management LLC Has $211,000 Position in ProShares UltraPro QQQ $TQQQ
Axxcess Wealth Management LLC cut its holdings in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ - Free Report) by 97.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Dakota Wealth Management Boosts Stock Position in GE Aerospace $GE
Dakota Wealth Management lifted its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Dakota Wealth Management Sells 11,658 Shares of Caterpillar Inc. $CAT
Dakota Wealth Management lowered its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 15.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 64,046 shares of…
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