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.
Domestic, foreign banks tap into wealth management to drive revenue diversification
Domestic and foreign lenders are intensifying their push into wealth management to secure new long-term growth drivers beyond traditional interest income, seeking to target high net worth older adults with senior-focused services and digital…
Salesforce Inc. $CRM Shares Purchased by VCI Wealth Management LLC
VCI Wealth Management LLC raised its position in Salesforce Inc. (NYSE:CRM - Free Report) by 43.2% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 7,390 shares of the CRM provider's stock…
JGP Wealth Management LLC Lowers Position in Comcast Corporation $CMCSA
JGP Wealth Management LLC decreased its stake in shares of Comcast Corporation (NASDAQ:CMCSA - Free Report) by 96.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,876 shares of the…
VCI Wealth Management LLC Invests $995,000 in Airbnb, Inc. $ABNB
VCI Wealth Management LLC acquired a new stake in Airbnb, Inc. (NASDAQ:ABNB - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 8,194 shares of the…
11,496 Shares in Albemarle Corporation $ALB Bought by VCI Wealth Management LLC
VCI Wealth Management LLC bought a new stake in Albemarle Corporation (NYSE:ALB - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 11,496 shares of…
VCI Wealth Management LLC Invests $1.35 Million in Jabil, Inc. $JBL
VCI Wealth Management LLC purchased a new stake in shares of Jabil, Inc. (NYSE:JBL - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 6,199 shares…
Centurion Wealth Management LLC Boosts Position in Microsoft Corporation $MSFT
Centurion Wealth Management LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.0% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,264 shares of the…
VCI Wealth Management LLC Takes Position in KKR & Co. Inc. $KKR
VCI Wealth Management LLC acquired a new stake in shares of KKR & Co. Inc. (NYSE:KKR - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 10,782…
VCI Wealth Management LLC Takes $1.35 Million Position in Wabtec $WAB
VCI Wealth Management LLC acquired a new stake in Wabtec (NYSE:WAB - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 6,752 shares of the transportation company's stock, valued at…
6,136 Shares in Microsoft Corporation $MSFT Acquired by Meadowbrook Wealth Management LLC
Meadowbrook Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 6,136 shares of the…
Prudential Financial, Inc. $PRU Shares Sold by VCI Wealth Management LLC
VCI Wealth Management LLC trimmed its stake in Prudential Financial, Inc. (NYSE:PRU - Free Report) by 51.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,888…
Seed Wealth Management Inc. Sells 1,915 Shares of Salesforce Inc. $CRM
Seed Wealth Management Inc. lowered its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 52.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,770…
Sheets Smith Wealth Management Sells 7,589 Shares of Accenture PLC $ACN
Sheets Smith Wealth Management reduced its position in Accenture PLC (NYSE:ACN - Free Report) by 39.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,486 shares of the…
VCI Wealth Management LLC Invests $1.44 Million in Intel Corporation $INTC
VCI Wealth Management LLC purchased a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased…
16,950 Shares in CocaCola Company (The) $KO Bought by VCI Wealth Management LLC
VCI Wealth Management LLC purchased a new position in shares of CocaCola Company (The) (NYSE:KO - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
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