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.
Wealth management firm highlights staying power of Scottish oil and gas jobs
As major players in Scotland's oil and gas industry continue to urge the government to exploit the UK's remaining North Sea resources to avoid heavy job losses particularly in northeast Scotland, independent wealth management and financial planning…
EP Wealth Acquires $900M Opes Wealth Management
EP Wealth, an acquisitive registered investment advisor based in Torrance, Calif., has acquired Opes Wealth Management, a Menlo Park, Calif.-based firm with over $900 million in assets under management. This represents EP's fifth deal of 2026…
Ritholtz Wealth Management Invests $914,000 in Brunswick Corporation $BC
Ritholtz Wealth Management acquired a new stake in shares of Brunswick Corporation (NYSE:BC - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Ritholtz Wealth Management Buys Shares of 36,973 Constellium SE $CSTM
Ritholtz Wealth Management bought a new position in shares of Constellium SE (NYSE:CSTM - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Greenup Street Wealth Management LLC Decreases Stock Holdings in Alphabet Inc. $GOOGL
Greenup Street Wealth Management LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 9.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
BCS Wealth Management Lowers Stake in Microsoft Corporation $MSFT
BCS Wealth Management cut its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 58.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,452…
BCS Wealth Management Lowers Stake in Apple Inc. $AAPL
BCS Wealth Management cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 50.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,621 shares…
Pinnacle Wealth Management Advisory Group LLC Trims Holdings in Bloom Energy Corporation $BE
Pinnacle Wealth Management Advisory Group LLC lowered its stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 68.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
Parkway Wealth Management Group LLC Lowers Position in Meta Platforms, Inc. $META
Parkway Wealth Management Group LLC decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 87.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 442 shares of the social…
NVIDIA Corporation $NVDA Shares Acquired by Focused Wealth Management Inc
Focused Wealth Management Inc grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 66.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 86,834 shares of the computer…
Apollon Wealth Management LLC Raises Holdings in Cummins Inc. $CMI
Apollon Wealth Management LLC increased its position in Cummins Inc. (NYSE:CMI - Free Report) by 16.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Tesla, Inc. $TSLA Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 92,722 shares of…
Brown Miller Wealth Management LLC Grows Stock Position in Kinder Morgan, Inc. $KMI
Brown Miller Wealth Management LLC grew its holdings in Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 44.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 123,726…
Apollon Wealth Management LLC Boosts Stake in Baker Hughes Company $BKR
Apollon Wealth Management LLC boosted its stake in shares of Baker Hughes Company (NASDAQ:BKR - Free Report) by 421.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Eli Lilly and Company $LLY Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 52.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 66,192…
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