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.
Intuit Inc. $INTU Stake Reduced by Spire Wealth Management
Spire Wealth Management cut its stake in Intuit Inc. (NASDAQ:INTU - Free Report) by 55.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,249 shares of the…
HB Wealth Management LLC Raises Holdings in BlackRock $BLK
HB Wealth Management LLC boosted its position in BlackRock (NYSE:BLK - Free Report) by 27.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,975 shares of the asset manager's stock after…
Cloudflare, Inc. $NET Position Increased by Spire Wealth Management
Spire Wealth Management boosted its stake in shares of Cloudflare, Inc. (NYSE:NET - Free Report) by 1,758.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,815 shares…
Chevron Corporation $CVX Shares Acquired by Spire Wealth Management
Spire Wealth Management boosted its stake in Chevron Corporation (NYSE:CVX - Free Report) by 49.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 27,463 shares of the oil and gas company's stock after…
Chevron Corporation $CVX Position Increased by HB Wealth Management LLC
HB Wealth Management LLC lifted its position in Chevron Corporation (NYSE:CVX - Free Report) by 23.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Spire Wealth Management Raises Stock Position in Oracle Corporation $ORCL
Spire Wealth Management lifted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 264.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 32,381 shares of the…
HB Wealth Management LLC Acquires 2,132 Shares of Deere & Company $DE
HB Wealth Management LLC grew its holdings in Deere & Company (NYSE:DE - Free Report) by 20.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
HB Wealth Management LLC Acquires 6,423 Shares of Salesforce Inc. $CRM
HB Wealth Management LLC increased its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 18.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,601 shares…
Who Are High-Net-Worth Individuals, and How Do They Manage Their Wealth?
To qualify as a high-net-worth individual, you must have at least $1 million in liquid assets after debt and other liabilities are factored in. Liquid assets should be easily accessible and not tied up in property you must sell, like antiques or…
Spire Wealth Management Trims Stake in Applied Materials, Inc. $AMAT
Spire Wealth Management decreased its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 45.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,660 shares of…
HB Wealth Management LLC Purchases 47,474 Shares of Corning Incorporated $GLW
HB Wealth Management LLC grew its position in shares of Corning Incorporated (NYSE:GLW - Free Report) by 215.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Lakeridge Wealth Management LLC Sells 1,069 Shares of Microsoft Corporation $MSFT
Lakeridge Wealth Management LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
HB Wealth Management LLC Raises Stake in Norfolk Southern Corporation $NSC
HB Wealth Management LLC boosted its stake in Norfolk Southern Corporation (NYSE:NSC - Free Report) by 30.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,689…
Geneos Wealth Management Inc. Trims Stock Position in Tesla, Inc. $TSLA
Geneos Wealth Management Inc. cut its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 21.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,147 shares…
Moran Wealth Management LLC Takes Position in Darden Restaurants, Inc. $DRI
Moran Wealth Management LLC purchased a new stake in Darden Restaurants, Inc. (NYSE:DRI - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 18,239 shares of the…
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