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.
Nour Private Management Completes Acquisition of Mirabaud Canada's Wealth Management Business
The acquisition expands NPW's integrated private wealth platform for ultra-high-net-worth families and institutions, with continuity of service for Mirabaud Canada clients as the primary focus. OAKVILLE, ON, Nov. 3, 2026 /CNW/ -- Nour Private…
STMicroelectronics N.V. $STM Holdings Decreased by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its stake in shares of STMicroelectronics N.V. (NYSE:STM - Free Report) by 90.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 12,487 shares of…
Amazon.com, Inc. $AMZN Shares Sold by Wagner Wealth Management Corp
Wagner Wealth Management Corp trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 57.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Apple Inc. $AAPL Shares Sold by Foguth Wealth Management LLC.
Foguth Wealth Management LLC. decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,341 shares of…
PTC Inc. $PTC Shares Newly Bought by VCI Wealth Management LLC
VCI Wealth Management LLC bought a new position in PTC Inc. (NASDAQ:PTC - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 13,680 shares of the…
Modera Wealth Management LLC Makes New Investment in Linde PLC $LIN
Modera Wealth Management LLC bought a new stake in shares of Linde PLC (NASDAQ:LIN - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,959 shares of the basic…
8,842 Broadcom Inc. $AVGO Shares Purchased by Partners Wealth Management LLC
Partners Wealth Management LLC raised its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 759.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
Partners Wealth Management LLC Buys New Position in Alphabet Inc. $GOOG
Partners Wealth Management LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought…
Middle Market Industrial Manufacturing: An Operator-Driven Recovery
John Stewart, Founding and Managing Partner of MiddleGround Capital. I believe the current vintage year could be a landmark for value creation, for investors focused on driving operational improvement. The 2020–2025 period represents…
Broadcom Inc. $AVGO Shares Newly Acquired by Bosman Wealth Management LLC
Bosman Wealth Management LLC purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,041…
Johnson & Johnson $JNJ Stock Purchased by Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management LLC grew its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 23.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 50,900 shares of the company's stock after buying an…
McAlvany Wealth Management LLC Buys 168,714 Shares of Equinox Gold Corp. $EQX
McAlvany Wealth Management LLC grew its stake in shares of Equinox Gold Corp. (NYSEAMERICAN:EQX - Free Report) by 1,673.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 178,797 shares…
VCI Wealth Management LLC Makes New Investment in Johnson Controls International plc $JCI
VCI Wealth Management LLC acquired a new position in shares of Johnson Controls International plc (NYSE:JCI - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 32,900 shares of the…
VCI Wealth Management LLC Makes New $2.04 Million Investment in Sempra Energy $SRE
VCI Wealth Management LLC bought a new stake in shares of Sempra Energy (NYSE:SRE - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 26,237 shares of the utilities provider's…
VCI Wealth Management LLC Makes New $1.20 Million Investment in Waystar Holding Corp. $WAY
VCI Wealth Management LLC bought a new position in Waystar Holding Corp. (NASDAQ:WAY - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 47,508…
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