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.
Oracle Corporation $ORCL Stock Bought by Triton Wealth Management PLLC
Triton Wealth Management PLLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 70.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Apple Inc. $AAPL Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 265,866 shares of the iPhone…
Microsoft Corporation $MSFT Shares Sold by Factor Wealth Management LTD
Factor Wealth Management LTD cut its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 45.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Apple Inc. $AAPL Shares Sold by CMH Wealth Management LLC
CMH Wealth Management LLC reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 84,731 shares of the iPhone maker's stock after selling…
Tesla, Inc. $TSLA Stock Position Lifted by Triton Wealth Management PLLC
Triton Wealth Management PLLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 12.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,286…
Broadcom Inc. $AVGO Stock: Elite Wealth Management Inc. Increases Stake
Elite Wealth Management Inc. boosted its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 41.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
GRIMES & Co WEALTH MANAGEMENT LLC Sells 2,250 Shares of Alphabet Inc. $GOOGL
GRIMES & Co WEALTH MANAGEMENT LLC cut its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
1,874 Amazon.com, Inc. $AMZN Shares Sold by Bradley & Co. Private Wealth Management LLC
Bradley & Co. Private Wealth Management LLC lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Triton Wealth Management PLLC Buys 1,333 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Triton Wealth Management PLLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 34.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned…
Beacon Pointe Buys NYC-Based Edge Wealth Management Firm
Beacon Pointe Advisors, a registered investment advisor based in Newport Beach, Calif., acquired Edge Wealth Management, a New York City-based investment advisory firm, bringing its total assets under management to roughly $72 billion. Edge Wealth…
Mexico's September Industrial Production Falls More Than Expected
MEXICO CITY--Mexico's industrial production fell more than expected in September with output declines in key manufacturing sectors and lower construction activity. Industrial production fell 1.4% from August in seasonally adjusted terms, national…
Industrials Flat as Traders Hedge on Economic Views - Industrials Roundup
Shares of industrial and transportation companies were more or less flat as traders hedged their bets on the outlook for the AI-driven U.S. economy. Federal Reserve governor Christopher Waller raised the specter of a 50-basis-point rate hike at the…
Punch Industry 1H Net Y811.00M Vs Net Y559.00M
Punch Industry Co. Ltd. (6165.TO) Japan Half-Year Ended September 30 GROUP 2026 2025 Revenue Y23.17 bln Y20.56 bln Operating Profit Y1.40 bln Y989.00 mln Pretax Profit Y1.37 bln Y1.04 bln Net Profit Y811.00 mln Y559.00 mln Per share Earnings Y29.45…
Yushiro Chemical Industry 1H Net Y2.78B Vs Net Y2.93B
Yushiro Chemical Industry Co. Ltd. (5013.TO) Japan Half-Year Ended September 30 GROUP 2026 2025 Revenue Y27.42 bln Y25.69 bln Operating Profit Y2.77 bln Y2.33 bln Pretax Profit Y3.43 bln Y2.90 bln Net Profit Y2.78 bln Y2.93 bln Per share Earnings…
Rasa Industries 1H Net Y2.52B Vs Net Y2.05B
Rasa Industries Ltd. (4022.TO) Japan Half-Year Ended September 30 GROUP 2026 2025 Revenue Y28.78 bln Y22.70 bln Operating Profit Y3.46 bln Y2.86 bln Pretax Profit Y3.60 bln Y2.95 bln Net Profit Y2.52 bln Y2.05 bln Per share Earnings Y64.48 Y52.41…
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