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.
Northwestern Mutual Wealth Management Co. Acquires 67,377 Shares of Patrick Industries, Inc. $PATK
Northwestern Mutual Wealth Management Co. lifted its holdings in Patrick Industries, Inc. (NASDAQ:PATK - Free Report) by 204,172.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &…
Keudell Morrison Wealth Management Takes Position in Amcor PLC $AMCR
Keudell Morrison Wealth Management bought a new position in Amcor PLC (NYSE:AMCR - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 45,966 shares of the…
Axxcess Wealth Management LLC Boosts Holdings in Intuit Inc. $INTU
Axxcess Wealth Management LLC boosted its position in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 371.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,838…
Axxcess Wealth Management LLC Boosts Stake in Citigroup Inc. $C
Axxcess Wealth Management LLC grew its holdings in shares of Citigroup Inc. (NYSE:C - Free Report) by 81.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
Axxcess Wealth Management LLC Boosts Holdings in AppLovin Corporation $APP
Axxcess Wealth Management LLC raised its holdings in AppLovin Corporation (NASDAQ:APP - Free Report) by 45.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,728…
Axxcess Wealth Management LLC Acquires 18,514 Shares of BlackRock $BLK
Axxcess Wealth Management LLC raised its holdings in BlackRock (NYSE:BLK - Free Report) by 532.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,992 shares of the asset…
Pfizer Inc. $PFE Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC raised its position in Pfizer Inc. (NYSE:PFE - Free Report) by 100.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 408,819…
Axxcess Wealth Management LLC Raises Position in Amgen Inc. $AMGN
Axxcess Wealth Management LLC lifted its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 211.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 51,870…
The Boeing Company $BA Stock Holdings Lifted by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lifted its holdings in The Boeing Company (NYSE:BA - Free Report) by 324.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 94,960 shares of the aircraft…
Axxcess Wealth Management LLC Raises Position in Vertiv Holdings Co. $VRT
Axxcess Wealth Management LLC raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 332.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned…
Apple Inc. $AAPL Stock Position Cut by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lowered its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 200,004…
Axxcess Wealth Management LLC Purchases 30,419 Shares of Accenture PLC $ACN
Axxcess Wealth Management LLC lifted its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 126.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 54,502 shares of the information…
Micron Technology, Inc. $MU Shares Acquired by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 452.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm…
Analog Devices, Inc. $ADI Stake Boosted by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 5,713.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Axxcess Wealth Management LLC Raises Holdings in Illinois Tool Works Inc. $ITW
Axxcess Wealth Management LLC raised its holdings in Illinois Tool Works Inc. (NYSE:ITW - Free Report) by 248.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,715…
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