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.
HK crowns global wealth management rankings as Chief Executive secures historic Central Asian business deals
Hong Kong has officially overtaken Switzerland to become the world's leading offshore wealth management hub, bolstered by a massive influx of private capital and landmark strategic backing from Beijing's national development plan. The milestone…
Why is this Wealth Manager Buying 1 Million Shares of Harley Davidson?
On June 8, 2026, wealth manager Pine Valley Investments Ltd Liability Co disclosed a buy of 1,133,505 Harley-Davidson shares, an estimated $22.22 million trade based on quarterly average pricing. According to a June 8, 2026 SEC filing, Pine Valley…
Marks Group Wealth Management Inc Sells 3,937 Shares of Cavco Industries, Inc. $CVCO
Marks Group Wealth Management Inc cut its stake in shares of Cavco Industries, Inc. (NASDAQ:CVCO - Free Report) by 38.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,378 shares of the…
AI Intensifies War for Talent in Wealth Management
As artificial intelligence and other tremors rock the financial services industry, Cresset CEO Susie Cranston speculated that the war for talent may intensify. During last week's BNY INSITE conference in Aurora, Colo., Cranston said that…
AMETEK, Inc. $AME Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc lessened its stake in shares of AMETEK, Inc. (NYSE:AME - Free Report) by 11.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 41,800 shares of the technology company's stock…
ITT Inc. $ITT Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its holdings in shares of ITT Inc. (NYSE:ITT - Free Report) by 13.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,354…
GE Aerospace $GE Shares Acquired by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc increased its position in GE Aerospace (NYSE:GE - Free Report) by 244.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,069…
Marks Group Wealth Management Inc Raises Position in Oracle Corporation $ORCL
Marks Group Wealth Management Inc increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 165.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 41,693 shares of…
W.W. Grainger, Inc. $GWW Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its stake in W.W. Grainger, Inc. (NYSE:GWW - Free Report) by 9.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Marks Group Wealth Management Inc Lowers Stake in FTI Consulting, Inc. $FCN
Marks Group Wealth Management Inc reduced its holdings in shares of FTI Consulting, Inc. (NYSE:FCN - Free Report) by 51.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Fair Isaac Corporation $FICO Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc lowered its position in shares of Fair Isaac Corporation (NYSE:FICO - Free Report) by 23.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Marks Group Wealth Management Inc Buys 18,691 Shares of Starbucks Corporation $SBUX
Marks Group Wealth Management Inc increased its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 79.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
nVent Electric PLC $NVT Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc reduced its position in nVent Electric PLC (NYSE:NVT - Free Report) by 16.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 100,918 shares of the company's stock after…
Marks Group Wealth Management Inc Trims Stake in EMCOR Group, Inc. $EME
Marks Group Wealth Management Inc lowered its position in EMCOR Group, Inc. (NYSE:EME - Free Report) by 15.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 15,675 shares of the construction company's stock…
Marks Group Wealth Management Inc Sells 7,418 Shares of Stryker Corporation $SYK
Marks Group Wealth Management Inc lessened its stake in shares of Stryker Corporation (NYSE:SYK - Free Report) by 14.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 44,057…
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