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.
Gravitas Recruitment Group Expands into UK Wealth Management Recruitment
London, United Kingdom, April 8th, 2026, Chainwire Gravitas Recruitment Group has launched a dedicated UK wealth management recruitment division, responding to rising demand from financial institutions seeking experienced professionals to support…
Whitaker Myers Wealth Managers LTD. Acquires New Position in Huntington Ingalls Industries, Inc. $HII
Whitaker Myers Wealth Managers LTD. acquired a new stake in Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Kingsman Wealth Management Inc. Purchases 11,038 Shares of RTX Corporation $RTX
Kingsman Wealth Management Inc. increased its position in RTX Corporation (NYSE:RTX - Free Report) by 62.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Shrier Wealth Management LLC Invests $727,000 in Amazon.com, Inc. $AMZN
Shrier Wealth Management LLC acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 3,150 shares of the e-commerce giant's stock, valued at…
Kingsman Wealth Management Inc. Raises Stock Position in Citigroup Inc. $C
Kingsman Wealth Management Inc. grew its holdings in Citigroup Inc. (NYSE:C - Free Report) by 49.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,746 shares of the company's stock…
NVIDIA Corporation $NVDA Shares Sold by Lord & Richards Wealth Management LLC
Lord & Richards Wealth Management LLC lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 16.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Kingsman Wealth Management Inc. Purchases 4,376 Shares of Vertiv Holdings Co. $VRT
Kingsman Wealth Management Inc. grew its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 63.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
Sherman Wealth Management LLC Acquires Shares of 9,408 Apple Inc. $AAPL
Sherman Wealth Management LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 9,408 shares of the iPhone…
MOR Wealth Management LLC Purchases Shares of 26,685 Apple Inc. $AAPL
MOR Wealth Management LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 26,685 shares of the iPhone…
Shrier Wealth Management LLC Buys New Shares in NVIDIA Corporation $NVDA
Shrier Wealth Management LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 4,138 shares of the…
Howmet Aerospace Inc. $HWM Stock Position Lifted by Kingsman Wealth Management Inc.
Kingsman Wealth Management Inc. increased its stake in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 16.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Kingsman Wealth Management Inc. Takes Position in Advanced Micro Devices, Inc. $AMD
Kingsman Wealth Management Inc. bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,316 shares of the…
The Goldman Sachs Group, Inc. $GS Shares Acquired by Kingsman Wealth Management Inc.
Kingsman Wealth Management Inc. boosted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 34.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Kingsman Wealth Management Inc. Sells 1,897 Shares of Costco Wholesale Corporation $COST
Kingsman Wealth Management Inc. lowered its position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 26.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Guided Capital Wealth Management LLC Reduces Stock Holdings in NVIDIA Corporation $NVDA
Guided Capital Wealth Management LLC decreased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
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