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.
2,500 Invesco QQQ $QQQ Shares Sold by Wealth Management Partners LLC
Wealth Management Partners LLC cut its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 6.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,967 shares of…
Texas Instruments Incorporated $TXN Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 61.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm…
Eli Lilly and Company $LLY Shares Sold by USAdvisors Wealth Management LLC
USAdvisors Wealth Management LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 95.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 286…
Costco Wholesale Corporation $COST Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lessened its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 17.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,365…
7,059 ServiceNow, Inc. $NOW Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lowered its stake in ServiceNow, Inc. (NYSE:NOW - Free Report) by 58.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
1,482 Micron Technology, Inc. $MU Shares Purchased by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC grew its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 23.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,939…
52,739 Microsoft Corporation $MSFT Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The…
Stock Market Investors Just Got Bad News About President Trump's Economy. History Says This Could Happen Next.
The S&P 500 (^GSPC -0.52%) and Nasdaq Composite (^IXIC -0.21%) have added 12% in 2026 despite a number of economic headwinds. That puts both indexes on pace for their fourth consecutive year of double-digit gains for the first time since the late…
Blockstream Executive Says Bitcoin (BTC) Resilience Supports Confidence
Blockstream Chief Marketing Officer Peter Bain said Bitcoin (BTC) had held up near $81,000 and institutional client feedback supported his confidence, while separate comments addressed adoption work and AI-related security concerns. In an Oct. 24…
Online Comedians Are Making a Mint Mocking Wall Street
Johnny Hilbrant Partridge never worked an hour on Wall Street, but you'd never guess that by looking at him. Nearly every day, Partridge takes to YouTube to channel his inner finance bro as P.E. Guy, a puffer-vested private equity putz who brags…
JPMorgan Wins Initial Approval for Nigeria Merchant Bank Plan
JPMorgan Chase & Co. won approval-in-principle from the Central Bank of Nigeria (CBN) on Oct. 23 to establish a merchant bank, potentially expanding options for companies seeking financing and advisory services. JPMorgan Merchant Bank Nigeria…
State pension age warning issued to anyone aged 55 and under
An expert has warned that potential changes to the State Pension could hit Brits aged 55 and under. People born after 1971 could face a longer wait to receive their State Pension if the UK Government decides to bring forward the next planned…
Talen Energy (NASDAQ:TLN) Stock Rating Lowered by Zacks Research
Talen Energy (NASDAQ:TLN - Get Free Report) was downgraded by stock analysts at Zacks Research from a 'hold' rating to a 'strong sell' rating in a research note issued to investors on Thursday, Zacks reports. 3 Stocks Benefiting From AI Demand Just…
Intercontinental Exchange Inc. $ICE Shares Newly Purchased by NBT Bank N.A.
NBT Bank N.A. bought a new position in Intercontinental Exchange Inc. (NYSE:ICE - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 11,675 shares of the financial services…
UBS Group AG (UBS) - What Are Brokerages Saying About This Stock?
Shares of UBS Group AG (NYSE:UBS - Get Free Report) have been assigned a consensus recommendation of 'Hold' from the thirteen research firms that are currently covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the…
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