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.
Macy's, Inc. $M Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management increased its stake in shares of Macy's, Inc. (NYSE:M - Free Report) by 163.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Visa Inc. $V Shares Acquired by Venturi Wealth Management LLC
Venturi Wealth Management LLC lifted its stake in Visa Inc. (NYSE:V - Free Report) by 15.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,437 shares of the…
Venturi Wealth Management LLC Increases Holdings in Tesla, Inc. $TSLA
Venturi Wealth Management LLC grew its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 12.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Ritholtz Wealth Management Sells 12,163 Shares of MetLife, Inc. $MET
Ritholtz Wealth Management decreased its stake in MetLife, Inc. (NYSE:MET - Free Report) by 44.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Maridea Wealth Management LLC Sells 1,254 Shares of Caterpillar Inc. $CAT
Maridea Wealth Management LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 64.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 691 shares of…
VCI Wealth Management LLC Sells 14,863 Shares of Johnson & Johnson $JNJ
VCI Wealth Management LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 93.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Xcel Wealth Management LLC Cuts Stock Position in Walmart Inc. $WMT
Xcel Wealth Management LLC cut its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 18.9% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 40,445 shares of the retailer's stock after selling…
Venturi Wealth Management LLC Sells 11,777 Shares of Chevron Corporation $CVX
Venturi Wealth Management LLC lessened its position in Chevron Corporation (NYSE:CVX - Free Report) by 15.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 66,165…
Meta Platforms, Inc. $META Shares Bought by Tanager Wealth Management LLP
Tanager Wealth Management LLP lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 26.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Ritholtz Wealth Management Purchases 4,424 Shares of Meta Platforms, Inc. $META
Ritholtz Wealth Management raised its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 41,026 shares of the social networking company's…
BCS Wealth Management Decreases Stake in Amazon.com, Inc. $AMZN
BCS Wealth Management trimmed its position in Amazon.com, Inc. (NASDAQ:AMZN) by 49.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,594 shares of the…
Alphabet Inc. $GOOGL Shares Sold by BCS Wealth Management
BCS Wealth Management lessened its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 50.3% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,629 shares of the…
BlackRock $BLK Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC lessened its stake in shares of BlackRock (NYSE:BLK - Free Report) by 33.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,989…
Venturi Wealth Management LLC Buys 3,454 Shares of Astera Labs, Inc. $ALAB
Venturi Wealth Management LLC raised its stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 105.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 6,738 shares of the company's stock after purchasing…
Maridea Wealth Management LLC Sells 4,388 Shares of Rockwell Automation, Inc. $ROK
Maridea Wealth Management LLC decreased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 79.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
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