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.
Celestica, Inc. $CLS Stock Bought by Kassira Wealth Management LLC
Kassira Wealth Management LLC boosted its stake in shares of Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 489.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,990…
Apple Inc. $AAPL Stock Bought by Alpine Bank Wealth Management
Alpine Bank Wealth Management lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 14.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,361 shares of the…
Chevron Corporation $CVX Stock Holdings Increased by Modera Wealth Management LLC
Modera Wealth Management LLC lifted its holdings in Chevron Corporation (NYSE:CVX - Free Report) by 18.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,832…
2,807 Salesforce Inc. $CRM Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its holdings in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 13.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Marvell Technology, Inc. $MRVL Shares Newly Acquired by Kassira Wealth Management LLC
Kassira Wealth Management LLC acquired a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Johnson & Johnson $JNJ Stock Acquired by Partners Wealth Management LLC
Partners Wealth Management LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 262.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,012 shares…
Kassira Wealth Management LLC Sells 40,557 Shares of Super Micro Computer, Inc. $SMCI
Kassira Wealth Management LLC lessened its position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 80.2% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 10,012 shares of the company's stock…
8,232 Alphabet Inc. $GOOGL Shares Acquired by Gibbs Wealth Management
Gibbs Wealth Management boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 25.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
3,704 Shares of Johnson & Johnson $JNJ Purchased by Shakespeare Wealth Management LLC
Shakespeare Wealth Management LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor…
Partners Wealth Management LLC Purchases New Holdings in ExxonMobil Corporation $XOM
Partners Wealth Management LLC purchased a new position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
12,197 Microsoft Corporation $MSFT Shares Bought by HB Wealth Management LLC
HB Wealth Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Eli Lilly and Company $LLY Holdings Raised by Partners Wealth Management LLC
Partners Wealth Management LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 107.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Meta Platforms, Inc. $META Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC decreased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 138,002 shares of the social…
ExxonMobil Corporation $XOM Shares Purchased by Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC raised its holdings in ExxonMobil Corporation (NYSE:XOM - Free Report) by 216.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Eli Lilly and Company $LLY Shares Bought by Bosman Wealth Management LLC
Bosman Wealth Management LLC raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 30.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
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