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.
BlackRock $BLK Shares Bought by Dakota Wealth Management
Dakota Wealth Management grew its position in BlackRock (NYSE:BLK - Free Report) by 115.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,476 shares…
Dakota Wealth Management Boosts Stake in Biogen Inc. $BIIB
Dakota Wealth Management lifted its stake in shares of Biogen Inc. (NASDAQ:BIIB - Free Report) by 429.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,897 shares of the…
Caterpillar Inc. $CAT Shares Sold by Dakota Wealth Management
Dakota Wealth Management lowered its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 59,590 shares of the…
Chubb Limited $CB Shares Sold by Dakota Wealth Management
Dakota Wealth Management trimmed its stake in shares of Chubb Limited (NYSE:CB - Free Report) by 20.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
Dakota Wealth Management Raises Position in AbbVie Inc. $ABBV
Dakota Wealth Management raised its holdings in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 31.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Dakota Wealth Management Grows Position in Netflix, Inc. $NFLX
Dakota Wealth Management grew its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 836.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 316,072…
McDonald's Corporation $MCD Shares Purchased by Dakota Wealth Management
Dakota Wealth Management increased its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 29.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Abbott Laboratories $ABT Shares Acquired by Dakota Wealth Management
Dakota Wealth Management increased its stake in shares of Abbott Laboratories (NYSE:ABT - Free Report) by 13.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
Dakota Wealth Management Increases Stake in The Progressive Corporation $PGR
Dakota Wealth Management grew its stake in shares of The Progressive Corporation (NYSE:PGR - Free Report) by 20.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Salesforce Inc. $CRM Shares Bought by Dakota Wealth Management
Dakota Wealth Management increased its position in Salesforce Inc. (NYSE:CRM - Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
Sendero Wealth Management LLC Decreases Stock Position in ConocoPhillips $COP
Sendero Wealth Management LLC cut its stake in ConocoPhillips (NYSE:COP - Free Report) by 25.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 84,956…
Dakota Wealth Management Raises Stock Position in GE Aerospace $GE
Dakota Wealth Management raised its position in GE Aerospace (NYSE:GE - Free Report) by 8.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 68,058 shares of the…
Salesforce Inc. $CRM Shares Acquired by CMH Wealth Management LLC
CMH Wealth Management LLC lifted its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 37.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,208 shares of the CRM…
Waste Management, Inc. $WM Shares Bought by Dakota Wealth Management
Dakota Wealth Management grew its holdings in Waste Management, Inc. (NYSE:WM - Free Report) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 70,529…
Dakota Wealth Management Trims Holdings in Quanta Services, Inc. $PWR
Dakota Wealth Management reduced its stake in shares of Quanta Services, Inc. (NYSE:PWR - Free Report) by 7.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 43,042 shares…
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