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.
Morgan Stanley Wealth Management tearaways set up new shop
A group of suits that marched out of Morgan Stanley Wealth Management's offices two weeks before Christmas have resurfaced with a brand-new private wealth business, roping in former QIC boss Damien Frawley to chair the new venture. Street Talk can…
Aquilance Raises $16M to Expand Wealth Management Tech
Aquilance, which provides personal financial management for ultra-high-net-worth families and family offices, has raised $16 million in funding from Ten Coves Capital, a fintech-focused private equity firm that was an early investor in Bill.com. It…
Kingsman Wealth Management Inc. Raises Holdings in Microsoft Corporation $MSFT
Kingsman Wealth Management Inc. raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,703…
Smith Salley Wealth Management Purchases 9,137 Shares of Microsoft Corporation $MSFT
Smith Salley Wealth Management lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
The TJX Companies, Inc. $TJX Holdings Trimmed by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. cut its holdings in The TJX Companies, Inc. (NYSE:TJX - Free Report) by 88.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Geneos Wealth Management Inc. Decreases Stake in Meta Platforms, Inc. $META
Geneos Wealth Management Inc. lessened its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 23.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Broadcom Inc. $AVGO Shares Purchased by Spire Wealth Management
Spire Wealth Management increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 47.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 100,661…
AutoZone, Inc. $AZO Shares Sold by Spire Wealth Management
Spire Wealth Management lowered its stake in AutoZone, Inc. (NYSE:AZO - Free Report) by 92.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41 shares of…
S&P Global Inc. $SPGI Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lowered its position in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 91.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Bosman Wealth Management LLC Has $4.89 Million Stake in TechnipFMC plc $FTI
Bosman Wealth Management LLC decreased its stake in shares of TechnipFMC plc (NYSE:FTI - Free Report) by 16.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Geneos Wealth Management Inc. Sells 4,657 Shares of Quanta Services, Inc. $PWR
Geneos Wealth Management Inc. decreased its holdings in Quanta Services, Inc. (NYSE:PWR - Free Report) by 95.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 210…
Broadcom Inc. $AVGO Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC cut its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 16.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 228,189 shares of the…
Frontline PLC $FRO Shares Bought by Kiker Wealth Management LLC
Kiker Wealth Management LLC increased its position in shares of Frontline PLC (NYSE:FRO - Free Report) by 839.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Spire Wealth Management Decreases Holdings in Edwards Lifesciences Corporation $EW
Spire Wealth Management reduced its stake in Edwards Lifesciences Corporation (NYSE:EW - Free Report) by 94.8% during the third quarter, according to its most recent filing with the SEC. The fund owned 2,427 shares of the medical research company's…
Oracle Corporation $ORCL Shares Acquired by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 31.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
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