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.
Goldman Sachs Q3 earnings beat, bolstered by strong asset and wealth management growth (GS:NYSE)
Goldman Sachs (NYSE: GS) stock rose 3.3% in Tuesday premarket trading after the Wall Street bank's Q3 top and bottom lines exceeded consensus estimates even as markets-related revenue eased from an unusually strong Q2. Solid growth in its asset and…
14,748 Shares in Newmont Corporation $NEM Purchased by Accel Wealth Management
Accel Wealth Management acquired a new position in Newmont Corporation (NYSE:NEM - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 14,748…
Intel Corporation $INTC Shares Sold by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management decreased its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 48.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
MercadoLibre, Inc. $MELI Shares Newly Bought by Verus Wealth Management LLC
Verus Wealth Management LLC bought a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Fastenal Company $FAST Shares Newly Bought by Verus Wealth Management LLC
Verus Wealth Management LLC acquired a new position in Fastenal Company (NASDAQ:FAST - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Oracle Corporation $ORCL Shares Newly Acquired by Verus Wealth Management LLC
Verus Wealth Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 9,939 shares of the enterprise software…
Marvell Technology, Inc. $MRVL Shares Newly Acquired by Accel Wealth Management
Accel Wealth Management bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 4,119…
Cummins Inc. $CMI Stock: Salvus Wealth Management LLC Grows Holdings
Salvus Wealth Management LLC lifted its stake in Cummins Inc. (NYSE:CMI - Free Report) by 1,301.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,863 shares…
4,988 Alphabet Inc. $GOOG Shares Sold by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 54.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Accel Wealth Management Buys 7,370 Shares of Arista Networks, Inc. $ANET
Accel Wealth Management lifted its stake in Arista Networks, Inc. (NYSE:ANET - Free Report) by 337.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,555 shares of the…
Applied Materials, Inc. $AMAT Stock Bought by Verus Wealth Management LLC
Verus Wealth Management LLC boosted its position in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 2,427.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
3,660 Shares in Palantir Technologies Inc. $PLTR Acquired by Spartan Planning & Wealth Management
Spartan Planning & Wealth Management acquired a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Houlihan Lokey, Inc. $HLI Shares Newly Purchased by Salvus Wealth Management LLC
Salvus Wealth Management LLC bought a new position in Houlihan Lokey, Inc. (NYSE:HLI - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 18,476 shares of the…
Somnigroup International Inc. $SGI Stock Holdings Lifted by Salvus Wealth Management LLC
Salvus Wealth Management LLC boosted its holdings in Somnigroup International Inc. (NYSE:SGI - Free Report) by 31.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
KLA Corporation $KLAC Stake Lowered by JGP Wealth Management LLC
JGP Wealth Management LLC reduced its stake in shares of KLA Corporation (NASDAQ:KLAC - Free Report) by 22.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 270,046…
Receive a Daily briefing on Wealth Management Industry News
Get Started