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.

marketbeat.com - BlackRock $BLK Shares Bought by Ritholtz Wealth Management
BlackRock $BLK Shares Bought by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management increased its holdings in BlackRock (NYSE:BLK - Free Report) by 37.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,171…

marketbeat.com - Netflix, Inc. $NFLX Shares Purchased by Ritholtz Wealth Management
Netflix, Inc. $NFLX Shares Purchased by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 812.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Newmont Corporation $NEM Shares Acquired by Ritholtz Wealth Management
Newmont Corporation $NEM Shares Acquired by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management increased its stake in Newmont Corporation (NYSE:NEM - Free Report) by 67.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,754 shares of the…

marketbeat.com - Invesco QQQ $QQQ Stake Trimmed by Ritholtz Wealth Management
Invesco QQQ $QQQ Stake Trimmed by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management reduced its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 0.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 387,575 shares of the…

marketbeat.com - Ritholtz Wealth Management Buys 60,645 Shares of Pfizer Inc. $PFE
Ritholtz Wealth Management Buys 60,645 Shares of Pfizer Inc. $PFE
MarketBeat

Ritholtz Wealth Management increased its stake in Pfizer Inc. (NYSE:PFE - Free Report) by 51.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 178,481…

marketbeat.com - Ritholtz Wealth Management Acquires 16,695 Shares of Biogen Inc. $BIIB
Ritholtz Wealth Management Acquires 16,695 Shares of Biogen Inc. $BIIB
MarketBeat

Ritholtz Wealth Management increased its holdings in Biogen Inc. (NASDAQ:BIIB - Free Report) by 142.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,375 shares…

marketbeat.com - Puma Biotechnology, Inc. $PBYI Shares Acquired by Ritholtz Wealth Management
Puma Biotechnology, Inc. $PBYI Shares Acquired by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management raised its stake in shares of Puma Biotechnology, Inc. (NASDAQ:PBYI - Free Report) by 47.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…

marketbeat.com - Gibbs Wealth Management Acquires 11,291 Shares of Netflix, Inc. $NFLX
Gibbs Wealth Management Acquires 11,291 Shares of Netflix, Inc. $NFLX
MarketBeat

Gibbs Wealth Management lifted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 444.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…

marketbeat.com - Ritholtz Wealth Management Sells 94,103 Shares of Equinor ASA $EQNR
Ritholtz Wealth Management Sells 94,103 Shares of Equinor ASA $EQNR
MarketBeat

Ritholtz Wealth Management cut its position in shares of Equinor ASA (NYSE:EQNR - Free Report) by 31.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 202,025 shares of…

marketbeat.com - Ritholtz Wealth Management Raises Holdings in Applied Materials, Inc. $AMAT
Ritholtz Wealth Management Raises Holdings in Applied Materials, Inc. $AMAT
MarketBeat

Ritholtz Wealth Management increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,770 shares of the manufacturing equipment…

marketbeat.com - Ritholtz Wealth Management Grows Stock Holdings in PepsiCo, Inc. $PEP
Ritholtz Wealth Management Grows Stock Holdings in PepsiCo, Inc. $PEP
MarketBeat

Ritholtz Wealth Management raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 33.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,546 shares of the company's…

marketbeat.com - Western Digital Corporation $WDC Shares Purchased by Ritholtz Wealth Management
Western Digital Corporation $WDC Shares Purchased by Ritholtz Wealth Management
MarketBeat

Ritholtz Wealth Management boosted its position in Western Digital Corporation (NASDAQ:WDC - Free Report) by 369.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,916 shares of the data…

marketbeat.com - Broadcom Inc. $AVGO Shares Sold by Seed Wealth Management Inc.
Broadcom Inc. $AVGO Shares Sold by Seed Wealth Management Inc.
MarketBeat

Seed Wealth Management Inc. trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 57.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,011 shares of the…

marketbeat.com - Ritholtz Wealth Management Purchases 5,450 Shares of Tesla, Inc. $TSLA
Ritholtz Wealth Management Purchases 5,450 Shares of Tesla, Inc. $TSLA
MarketBeat

Ritholtz Wealth Management boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 59,116 shares of the electric vehicle producer's…

marketbeat.com - Accenture PLC $ACN Shares Sold by Bar Harbor Wealth Management
Accenture PLC $ACN Shares Sold by Bar Harbor Wealth Management
MarketBeat

Bar Harbor Wealth Management lessened its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 67.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,789 shares of the…

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