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.
Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
Bar Harbor Wealth Management purchased a new position in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
Bar Harbor Wealth Management bought a new position in Amrize Ltd (NYSE:AMRZ - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 84,913 shares of the…
Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
BigSur Wealth Management LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 28.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,297 shares of the…
Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
Bar Harbor Wealth Management cut its stake in Accenture PLC (NYSE:ACN - Free Report) by 38.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,643 shares of…
Spartan Planning & Wealth Management Buys 3,512 Shares of Alphabet Inc. $GOOG
Spartan Planning & Wealth Management increased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 78.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,001…
Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
Meadowbrook Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
BigSur Wealth Management LLC Sells 6,465 Shares of Alphabet Inc. $GOOG
BigSur Wealth Management LLC lowered its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,215…
Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
Bar Harbor Wealth Management acquired a new position in shares of AAON, Inc. (NASDAQ:AAON - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired…
Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Meadowbrook Wealth Management LLC Takes $5.55 Million Position in NVIDIA Corporation $NVDA
Meadowbrook Wealth Management LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
Brown & Brown, Inc. $BRO Shares Sold by Bar Harbor Wealth Management
Bar Harbor Wealth Management cut its position in Brown & Brown, Inc. (NYSE:BRO - Free Report) by 31.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,246…
Bar Harbor Wealth Management Sells 19,622 Shares of Starbucks Corporation $SBUX
Bar Harbor Wealth Management cut its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 63.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Bar Harbor Wealth Management Lowers Holdings in Ryan Specialty Holdings Inc. $RYAN
Bar Harbor Wealth Management reduced its stake in shares of Ryan Specialty Holdings Inc. (NYSE:RYAN - Free Report) by 87.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Bar Harbor Wealth Management Sells 4,337 Shares of UnitedHealth Group Incorporated $UNH
Bar Harbor Wealth Management lowered its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 41.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Bar Harbor Wealth Management Buys 14,147 Shares of Merck & Co., Inc. $MRK
Bar Harbor Wealth Management grew its position in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 9.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Receive a Daily briefing on Wealth Management Industry News
Get Started