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.
Caterpillar Inc. $CAT Holdings Increased by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 86.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional…
Amazon.com, Inc. $AMZN Shares Bought by MOKAN Wealth Management Inc.
MOKAN Wealth Management Inc. raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 10.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,830 shares of…
RTX Corporation $RTX Shares Acquired by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC increased its holdings in RTX Corporation (NYSE:RTX - Free Report) by 81.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
Ritholtz Wealth Management Purchases 23,521 Shares of Apple Inc. $AAPL
Ritholtz Wealth Management grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 583,607 shares of the…
Robertson Stephens Wealth Management LLC Increases Holdings in Visa Inc. $V
Robertson Stephens Wealth Management LLC grew its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 19.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Robertson Stephens Wealth Management LLC Grows Stake in Amgen Inc. $AMGN
Robertson Stephens Wealth Management LLC lifted its holdings in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 500.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The…
BCS Wealth Management Raises Stock Holdings in Amazon.com, Inc. $AMZN
BCS Wealth Management increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 88.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,906 shares of…
Robertson Stephens Wealth Management LLC Trims Stake in Sprott Inc. $SII
Robertson Stephens Wealth Management LLC reduced its holdings in shares of Sprott Inc. (NYSE:SII - Free Report) by 13.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
MOKAN Wealth Management Inc. Purchases 3,902 Shares of NVIDIA Corporation $NVDA
MOKAN Wealth Management Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 24,463 shares of the computer…
Iams Wealth Management LLC Sells 3,353 Shares of Alphabet Inc. $GOOGL
Iams Wealth Management LLC decreased its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 24.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Newmark Group, Inc. $NMRK Shares Bought by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC raised its holdings in Newmark Group, Inc. (NASDAQ:NMRK - Free Report) by 22.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Merck & Co., Inc. $MRK Shares Purchased by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC increased its holdings in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 198.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor…
Robertson Stephens Wealth Management LLC Boosts Stock Position in Netflix, Inc. $NFLX
Robertson Stephens Wealth Management LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 923.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Robertson Stephens Wealth Management LLC Acquires 34,246 Shares of AbbVie Inc. $ABBV
Robertson Stephens Wealth Management LLC increased its holdings in AbbVie Inc. (NYSE:ABBV - Free Report) by 118.2% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 63,218 shares of the company's…
American Express Company $AXP Shares Purchased by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC boosted its holdings in American Express Company (NYSE:AXP - Free Report) by 217.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional…
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