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.
Bank earnings crunch may spur ANZ to lead sector back into wealth management
ANZ chief executive Nuno Matos may well lead the major banks back into the wealth management sector in a meaningful way. After all, as HSBC's former head of personal banking and wealth, he knows the industry better than most. That would signal…
Invesco QQQ $QQQ Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 88.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,076…
Bank of America Corporation $BAC Stock Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management raised its position in shares of Bank of America Corporation (NYSE:BAC - Free Report) by 4.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
218,264 Axon Enterprise, Inc $AXON Shares Bought by Ritholtz Wealth Management
Ritholtz Wealth Management boosted its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 10,951.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
2,228 Microsoft Corporation $MSFT Shares Bought by Market Street Wealth Management Advisors LLC
Market Street Wealth Management Advisors LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 37.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange…
Alphabet Inc. $GOOGL Stock Position Increased by Lyell Wealth Management LP
Lyell Wealth Management LP boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 193,231 shares of the information services…
Broadcom Inc. $AVGO Stock Bought by Clear Wave Wealth Management LLC
Clear Wave Wealth Management LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 19.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
5,220 NVIDIA Corporation $NVDA Shares Purchased by Selective Wealth Management Inc.
Selective Wealth Management Inc. increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 36.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Axon Enterprise, Inc $AXON Position Raised by Cabot Wealth Management Inc.
Cabot Wealth Management Inc. boosted its holdings in Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 11,781.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 223,139 shares of the…
12,418 Amazon.com, Inc. $AMZN Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC reduced its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Reduced by Ritholtz Wealth Management
Ritholtz Wealth Management decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor…
Palantir Technologies Inc. $PLTR Stock Bought by Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC increased its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 270.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Pension & Wealth Management Advisors Inc. Purchases 9,770 Shares of NVIDIA Corporation $NVDA
Pension & Wealth Management Advisors Inc. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 45.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange…
Meta Platforms, Inc. $META Shares Purchased by Asset One Wealth Management LLC
Asset One Wealth Management LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Apple Inc. $AAPL Stock: Old North State Wealth Management LLC Trims Holdings
Old North State Wealth Management LLC lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 18.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,274 shares of the…
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