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.
Accurate Wealth Management LLC Raises Holdings in Alphabet Inc. $GOOGL
Accurate Wealth Management LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,339 shares…
Why Gevers Wealth Management Broke Away from Cetera
Willy Gevers, the founder of Issaquah, Wash.-based Gevers Wealth Management, started his own firm with broker/dealer Cetera 21 years ago. He hadn't entertained the idea of shifting to an independent registered investment advisor model until the…
SeaCrest Wealth Management LLC Has $26.88 Million Position in Microsoft Corporation $MSFT
SeaCrest Wealth Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Amazon.com, Inc. $AMZN Position Decreased by Cherrydale Wealth Management LLC
Cherrydale Wealth Management LLC lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 23.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,154 shares of the…
Blossom Wealth Management Grows Stock Holdings in Netflix, Inc. $NFLX
Blossom Wealth Management raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 900.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 11,460 shares of the Internet television network's stock…
Dakota Wealth Management Acquires 18,775 Shares of Amazon.com, Inc. $AMZN
Dakota Wealth Management raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 372,031 shares of the e-commerce giant's stock…
Modern Wealth Acquires Legacy Wealth Management in Florida
Modern Wealth Management, an acquisitive $12 billion registered investment advisor co-founded by former United Capital executives, has acquired former LPL Financial affiliate Legacy Wealth Management, a South Florida-based advisory firm managing…
Intel Corporation $INTC Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 91.6% during the fourth quarter, according to the company in its most recent disclosure with the…
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Increases Position in Palantir Technologies Inc. $PLTR
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 20.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange…
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Stock Holdings in Merck & Co., Inc. $MRK
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 35.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &…
Canadian Pacific Kansas City Limited $CP Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management trimmed its position in Canadian Pacific Kansas City Limited (NYSE:CP - Free Report) TSE: CP by 42.7% during the 4th quarter, according to the company in its most recent filing…
Industrials Down on Energy-Shock Duration Fears - Industrials Roundup
Shares of industrial and transportation companies ticked down amid concerns about the duration of an energy shock. French carrier Air France-KLM and German airline Deutsche Lufthansa said they had submitted nonbinding offers for a minority stake in…
CSW Industrials Raises Quarterly Dividend by 11%
CSW Industrials' board raised the diversified industrial company's quarterly dividend to 30 cents a share from 27 cents. The new payout, equal to $1.20 a year, represents an annual yield of about 0.46%, based on Wednesday's closing price of…
Microchip: Growth Trend Improving After Major Plunge (NASDAQ:MCHP)
Microchip's steep 2024-2025 revenue declines were driven by excess customer inventories post-Preferred Supply Program, but distributor inventories are now normalizing. All major product segments: MCU, analog, and FPGA, are showing double-digit YoY…
Financial Services Roundup: Market Talk
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0741 GMT – Singapore banks will benefit indirectly from the Middle East conflict as investors look for stability, UOB…
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