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.
New SpaceX millionaires are reinventing the business of managing large wealth
The SpaceX IPO is minting thousands of new millionaires, some of whom have joined forces to negotiate a wealth management plan at lower fees. Private banks, wirehouses, trust companies and other registered investment advisors are sending teams to…
Deere & Company $DE Shares Purchased by Lyell Wealth Management LP
Lyell Wealth Management LP grew its position in shares of Deere & Company (NYSE:DE - Free Report) by 14.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,922 shares of…
NVIDIA Corporation $NVDA is Lyell Wealth Management LP's Largest Position
Lyell Wealth Management LP lowered its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Lyell Wealth Management LP Cuts Holdings in DexCom, Inc. $DXCM
Lyell Wealth Management LP reduced its position in DexCom, Inc. (NASDAQ:DXCM - Free Report) by 46.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,120 shares of the…
Amazon.com, Inc. $AMZN Holdings Lifted by Lyell Wealth Management LP
Lyell Wealth Management LP increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 174,649 shares of the e-commerce…
Salesforce Inc. $CRM Shares Sold by Lyell Wealth Management LP
Lyell Wealth Management LP reduced its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 11.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 52,094 shares…
Connecticut Wealth Management LLC Reduces Holdings in McKesson Corporation $MCK
Connecticut Wealth Management LLC decreased its position in shares of McKesson Corporation (NYSE:MCK - Free Report) by 42.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Apple Inc. $AAPL Position Lifted by Lyell Wealth Management LP
Lyell Wealth Management LP grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 183,761…
Lyell Wealth Management LP Reduces Position in Alphabet Inc. $GOOG
Lyell Wealth Management LP decreased its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 85,356 shares of the…
Intel Corporation $INTC Shares Bought by Fox Hill Wealth Management
Fox Hill Wealth Management grew its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 61.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
Fox Hill Wealth Management Buys 19,869 Shares of Netflix, Inc. $NFLX
Fox Hill Wealth Management increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 339.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,718…
Netflix, Inc. $NFLX Stock Holdings Boosted by Lyell Wealth Management LP
Lyell Wealth Management LP lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,132.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 206,381 shares of the Internet television…
Lyell Wealth Management LP Boosts Position in Meta Platforms, Inc. $META
Lyell Wealth Management LP raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Alphabet Inc. $GOOGL is Lyell Wealth Management LP's 2nd Largest Position
Lyell Wealth Management LP raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 19.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Lyell Wealth Management LP Buys 103,931 Shares of ServiceNow, Inc. $NOW
Lyell Wealth Management LP lifted its stake in ServiceNow, Inc. (NYSE:NOW - Free Report) by 392.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Receive a Daily briefing on Wealth Management Industry News
Get Started