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.
OCBC Profit Climbs on Bank's Strong Wealth Management Fees
Oversea-Chinese Banking Corp. narrowly beat fourth-quarter profit estimates, thanks to strong wealth management fees that helped buoy the lender as new Chief Executive Officer Tan Teck Long unveiled his three-year strategy. Singapore's…
HighMark Wealth Management Buys 158,855 Shares of Axogen Stock
In its fourth-quarter 13F filing, HighMark Wealth Management LLC disclosed a purchase of 158,855 shares in Axogen (AXGN 5.43%). This purchase makes the stock one of the firm's largest holdings. According to its Feb. 4, 2026, SEC filing, HighMark…
NVIDIA Corporation $NVDA Stake Reduced by Meridian Wealth Management LLC
Meridian Wealth Management LLC lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
AE Wealth Management LLC Raises Holdings in Microsoft Corporation $MSFT
AE Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Apple Inc. $AAPL Position Boosted by National Wealth Management Group LLC
National Wealth Management Group LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 49.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Dakota Wealth Management Cuts Holdings in Amphenol Corporation $APH
Dakota Wealth Management decreased its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 32.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Accenture PLC $ACN Shares Sold by Dakota Wealth Management
Dakota Wealth Management decreased its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 19.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 29,525 shares…
PTC Inc. $PTC Shares Acquired by Dakota Wealth Management
Dakota Wealth Management lifted its stake in PTC Inc. (NASDAQ:PTC - Free Report) by 31.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,975 shares of the…
Dakota Wealth Management Sells 18,169 Shares of CrowdStrike $CRWD
Dakota Wealth Management reduced its position in CrowdStrike (NASDAQ:CRWD - Free Report) by 66.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,125 shares of the…
RTX Corporation $RTX Shares Sold by Dakota Wealth Management
Dakota Wealth Management cut its holdings in shares of RTX Corporation (NYSE:RTX - Free Report) by 16.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Dakota Wealth Management Grows Stake in ResMed Inc. $RMD
Dakota Wealth Management lifted its stake in ResMed Inc. (NYSE:RMD - Free Report) by 44.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,297 shares of…
Dakota Wealth Management Lowers Position in Comcast Corporation $CMCSA
Dakota Wealth Management trimmed its stake in shares of Comcast Corporation (NASDAQ:CMCSA - Free Report) by 20.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 143,447 shares of the cable…
CocaCola Company (The) $KO Shares Sold by Dakota Wealth Management
Dakota Wealth Management trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 34.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 79,977 shares of…
Maridea Wealth Management LLC Buys 4,907 Shares of Meta Platforms, Inc. $META
Maridea Wealth Management LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 154.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Dakota Wealth Management Invests $5.97 Million in Robinhood Markets, Inc. $HOOD
Dakota Wealth Management bought a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
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