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.
Rialto Wealth Management LLC Has $1.45 Million Position in AutoNation, Inc. $AN
Rialto Wealth Management LLC grew its holdings in AutoNation, Inc. (NYSE:AN - Free Report) by 364.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,633 shares of…
Palacios Wealth Management LLC Grows Holdings in Meta Platforms, Inc. $META
Palacios Wealth Management LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Jackson Thornton Wealth Management LLC Raises Stake in Apple Inc. $AAPL
Jackson Thornton Wealth Management LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 18.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Meridian Wealth Management LLC Has $38.31 Million Holdings in Alphabet Inc. $GOOGL
Meridian Wealth Management LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 157,592…
Gitterman Wealth Management LLC Has $2.37 Million Stake in Alphabet Inc. $GOOGL
Gitterman Wealth Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 20.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
National Wealth Management Group LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
National Wealth Management Group LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 19.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Quadrant Private Wealth Management LLC Has $11.17 Million Stake in Microsoft Corporation $MSFT
Quadrant Private Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The…
Atticus Wealth Management LLC Buys 3,168 Shares of Tesla, Inc. $TSLA
Atticus Wealth Management LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 146.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,327 shares of the…
Dynasty Wealth Management LLC Buys 64,374 Shares of Apple Inc. $AAPL
Dynasty Wealth Management LLC grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 397.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 80,566 shares of the…
Atticus Wealth Management LLC Purchases 6,500 Shares of Palantir Technologies Inc. $PLTR
Atticus Wealth Management LLC grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 194.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
Oxinas Partners Wealth Management LLC Has $1.47 Million Stock Position in Broadcom Inc. $AVGO
Oxinas Partners Wealth Management LLC lessened its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 53.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,445…
RBI's tighter lending norms rattle capital market stocks
Shares of capital market firms fell sharply after the Reserve Bank of India introduced stricter lending norms for securities intermediaries. The Nifty Capital Markets index declined 2.02% to 4,691.80, reflecting broad weakness across capital market…
Harbor Active Small Cap ETF Q4 2025 Commentary (SMLL)
Much of the U.S. economy has been bouncing along the bottom since the 2022 peaks. During the fourth quarter, the Harbor Active Small Cap ETF returned -4.29% ('NAV'), significantly underperforming the Russell 2000 Index, which returned 2.19%. The…
Chart Industries, Inc. $GTLS Shares Sold by TimesSquare Capital Management LLC
TimesSquare Capital Management LLC lowered its position in shares of Chart Industries, Inc. (NYSE:GTLS - Free Report) by 18.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 109,771 shares…
Todd Asset Management LLC Boosts Stake in Huntington Ingalls Industries, Inc. $HII
Todd Asset Management LLC increased its stake in shares of Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) by 21.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…
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