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.

marketbeat.com - Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
MarketBeat

Bar Harbor Wealth Management purchased a new position in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…

marketbeat.com - Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
MarketBeat

Bar Harbor Wealth Management bought a new position in Amrize Ltd (NYSE:AMRZ - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 84,913 shares of the…

marketbeat.com - Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
MarketBeat

BigSur Wealth Management LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 28.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,297 shares of the…

marketbeat.com - Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
MarketBeat

Bar Harbor Wealth Management cut its stake in Accenture PLC (NYSE:ACN - Free Report) by 38.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,643 shares of…

marketbeat.com - Spartan Planning & Wealth Management Buys 3,512 Shares of Alphabet Inc. $GOOG
Spartan Planning & Wealth Management Buys 3,512 Shares of Alphabet Inc. $GOOG
MarketBeat

Spartan Planning & Wealth Management increased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 78.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,001…

marketbeat.com - Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
MarketBeat

Meadowbrook Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…

marketbeat.com - BigSur Wealth Management LLC Sells 6,465 Shares of Alphabet Inc. $GOOG
BigSur Wealth Management LLC Sells 6,465 Shares of Alphabet Inc. $GOOG
MarketBeat

BigSur Wealth Management LLC lowered its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,215…

marketbeat.com - Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
MarketBeat

Bar Harbor Wealth Management acquired a new position in shares of AAON, Inc. (NASDAQ:AAON - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired…

marketbeat.com - Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
MarketBeat

Bartlett & CO. Wealth Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Meadowbrook Wealth Management LLC Takes $5.55 Million Position in NVIDIA Corporation $NVDA
Meadowbrook Wealth Management LLC Takes $5.55 Million Position in NVIDIA Corporation $NVDA
MarketBeat

Meadowbrook Wealth Management LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…

marketbeat.com - Brown & Brown, Inc. $BRO Shares Sold by Bar Harbor Wealth Management
Brown & Brown, Inc. $BRO Shares Sold by Bar Harbor Wealth Management
MarketBeat

Bar Harbor Wealth Management cut its position in Brown & Brown, Inc. (NYSE:BRO - Free Report) by 31.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,246…

marketbeat.com - Bar Harbor Wealth Management Sells 19,622 Shares of Starbucks Corporation $SBUX
Bar Harbor Wealth Management Sells 19,622 Shares of Starbucks Corporation $SBUX
MarketBeat

Bar Harbor Wealth Management cut its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 63.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…

marketbeat.com - Bar Harbor Wealth Management Lowers Holdings in Ryan Specialty Holdings Inc. $RYAN
Bar Harbor Wealth Management Lowers Holdings in Ryan Specialty Holdings Inc. $RYAN
MarketBeat

Bar Harbor Wealth Management reduced its stake in shares of Ryan Specialty Holdings Inc. (NYSE:RYAN - Free Report) by 87.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…

marketbeat.com - Bar Harbor Wealth Management Sells 4,337 Shares of UnitedHealth Group Incorporated $UNH
Bar Harbor Wealth Management Sells 4,337 Shares of UnitedHealth Group Incorporated $UNH
MarketBeat

Bar Harbor Wealth Management lowered its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 41.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).

marketbeat.com - Bar Harbor Wealth Management Buys 14,147 Shares of Merck & Co., Inc. $MRK
Bar Harbor Wealth Management Buys 14,147 Shares of Merck & Co., Inc. $MRK
MarketBeat

Bar Harbor Wealth Management grew its position in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 9.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…

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