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.
Why a Wealth Manager Made This $155 Million Asset Manager Stake Its Largest Holding
Schneider Downs Wealth Management Advisors increased its position in Federated Hermes (FHI +1.06%) during the first quarter, acquiring an estimated $3.56 million in shares based on average quarterly pricing, according to a May 14, 2026, SEC filing.
Sandro Wealth Management LLC Takes $6.12 Million Position in Apple Inc. $AAPL
Sandro Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 22,510 shares of the iPhone maker's…
Texas Capital Bank Wealth Management Services Inc Boosts Stake in Broadcom Inc. $AVGO
Texas Capital Bank Wealth Management Services Inc lifted its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 16.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Kingsview Wealth Management LLC Purchases New Stake in AECOM $ACM
Kingsview Wealth Management LLC purchased a new stake in AECOM (NYSE:ACM - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 21,582…
29,301 Shares in Alphabet Inc. $GOOG Purchased by Keudell Morrison Wealth Management
Keudell Morrison Wealth Management bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm…
M3 Wealth Management LLC Invests $1.29 Million in Broadcom Inc. $AVGO
M3 Wealth Management LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired…
Elite Wealth Management Inc. Sells 22,309 Shares of Microsoft Corporation $MSFT
Elite Wealth Management Inc. lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 246,734 shares of…
Northwestern Mutual Wealth Management Co. Decreases Stake in AutoZone, Inc. $AZO
Northwestern Mutual Wealth Management Co. reduced its stake in shares of AutoZone, Inc. (NYSE:AZO - Free Report) by 70.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,709 shares of…
Northwestern Mutual Wealth Management Co. Cuts Holdings in Spotify Technology $SPOT
Northwestern Mutual Wealth Management Co. trimmed its holdings in shares of Spotify Technology (NYSE:SPOT - Free Report) by 18.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
Kingsview Wealth Management LLC Sells 9,363 Shares of Chubb Limited $CB
Kingsview Wealth Management LLC decreased its holdings in Chubb Limited (NYSE:CB - Free Report) by 63.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,279…
Northwestern Mutual Wealth Management Co. Trims Stake in PepsiCo, Inc. $PEP
Northwestern Mutual Wealth Management Co. lowered its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 4.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
Northwestern Mutual Wealth Management Co. Boosts Position in Morgan Stanley $MS
Northwestern Mutual Wealth Management Co. grew its holdings in shares of Morgan Stanley (NYSE:MS - Free Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 138,177 shares of the…
Keudell Morrison Wealth Management Takes Position in Meta Platforms, Inc. $META
Keudell Morrison Wealth Management acquired a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,142 shares of…
Platt Wealth Management LLC Purchases New Position in JPMorgan Chase & Co. $JPM
Platt Wealth Management LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 17,955…
Keudell Morrison Wealth Management Invests $2.86 Million in JPMorgan Chase & Co. $JPM
Keudell Morrison Wealth Management purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 8,884…
Receive a Daily briefing on Wealth Management Industry News
Get Started