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.
Alkermes plc $ALKS Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management lowered its stake in shares of Alkermes plc (NASDAQ:ALKS - Free Report) by 28.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Venturi Wealth Management LLC Increases Stock Position in Robinhood Markets, Inc. $HOOD
Venturi Wealth Management LLC raised its stake in Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 108.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Venturi Wealth Management LLC Increases Position in Roblox Corporation $RBLX
Venturi Wealth Management LLC increased its stake in shares of Roblox Corporation (NYSE:RBLX - Free Report) by 258.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Maridea Wealth Management LLC Trims Position in McDonald's Corporation $MCD
Maridea Wealth Management LLC decreased its position in McDonald's Corporation (NYSE:MCD - Free Report) by 78.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,857 shares of the…
Ritholtz Wealth Management Acquires 5,905 Shares of Corning Incorporated $GLW
Ritholtz Wealth Management boosted its holdings in shares of Corning Incorporated (NYSE:GLW - Free Report) by 118.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Rush Enterprises, Inc. $RUSHA Shares Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management raised its position in Rush Enterprises, Inc. (NASDAQ:RUSHA - Free Report) by 375.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
NetScout Systems, Inc. $NTCT Position Increased by Ritholtz Wealth Management
Ritholtz Wealth Management increased its holdings in shares of NetScout Systems, Inc. (NASDAQ:NTCT - Free Report) by 319.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
AbbVie Inc. $ABBV Stock Holdings Boosted by Venturi Wealth Management LLC
Venturi Wealth Management LLC grew its position in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 9.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 98,919 shares of the company's stock…
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Athena Wealth Management LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 214.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,448 shares of the computer…
Maridea Wealth Management LLC Purchases New Stake in Sandisk Corporation $SNDK
Maridea Wealth Management LLC acquired a new position in shares of Sandisk Corporation (NASDAQ:SNDK - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Alphabet Inc. $GOOGL Shares Purchased by Athena Wealth Management LLC
Athena Wealth Management LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 47.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
VCI Wealth Management LLC Sells 6,229 Shares of Chevron Corporation $CVX
VCI Wealth Management LLC cut its holdings in Chevron Corporation (NYSE:CVX - Free Report) by 35.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Ritholtz Wealth Management Takes $1.62 Million Position in Terex Corporation $TEX
Ritholtz Wealth Management bought a new stake in Terex Corporation (NYSE:TEX - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 27,422 shares of the…
Ritholtz Wealth Management Raises Holdings in Intel Corporation $INTC
Ritholtz Wealth Management boosted its position in Intel Corporation (NASDAQ:INTC - Free Report) by 29.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,867 shares of the chip maker's…
Ritholtz Wealth Management Grows Position in Alphabet Inc. $GOOG
Ritholtz Wealth Management raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
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