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.
Watsco, Inc. $WSO Shares Sold by Nicola Wealth Management LTD.
Nicola Wealth Management LTD. cut its stake in Watsco, Inc. (NYSE:WSO - Free Report) by 52.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,000 shares of the construction…
Nicola Wealth Management LTD. Decreases Stake in CocaCola Company (The) $KO
Nicola Wealth Management LTD. reduced its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 8.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Netflix, Inc. $NFLX Shares Bought by Nicola Wealth Management LTD.
Nicola Wealth Management LTD. raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,291.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 167,000 shares of…
Nicola Wealth Management LTD. Takes Position in Tetra Tech, Inc. $TTEK
Nicola Wealth Management LTD. purchased a new stake in shares of Tetra Tech, Inc. (NASDAQ:TTEK - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Nicola Wealth Management LTD. Sells 14,000 Shares of Walmart Inc. $WMT
Nicola Wealth Management LTD. lowered its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 7.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Nicola Wealth Management LTD. Buys 127,000 Shares of AT&T Inc. $T
Nicola Wealth Management LTD. lifted its stake in AT&T Inc. (NYSE:T - Free Report) by 16.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 916,400…
Nicola Wealth Management LTD. Raises Stock Holdings in ServiceNow, Inc. $NOW
Nicola Wealth Management LTD. raised its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 400.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Nicola Wealth Management LTD. Cuts Stake in Intuitive Surgical, Inc. $ISRG
Nicola Wealth Management LTD. lowered its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 23.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The…
Sony Corporation $SONY Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its holdings in shares of Sony Corporation (NYSE:SONY - Free Report) by 69.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange…
Nicola Wealth Management LTD. Decreases Position in Hyatt Hotels Corporation $H
Nicola Wealth Management LTD. reduced its position in shares of Hyatt Hotels Corporation (NYSE:H - Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Boosts Holdings in Sanmina Corporation $SANM
Northwestern Mutual Wealth Management Co. grew its position in Sanmina Corporation (NASDAQ:SANM - Free Report) by 21,174.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission…
Northwestern Mutual Wealth Management Co. Decreases Position in Aflac Incorporated $AFL
Northwestern Mutual Wealth Management Co. trimmed its position in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 62.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional…
Brickley Wealth Management Grows Holdings in Apple Inc. $AAPL
Brickley Wealth Management lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Phillips 66 $PSX Shares Sold by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lessened its holdings in shares of Phillips 66 (NYSE:PSX - Free Report) by 17.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,248 shares…
TopBuild Corp. $BLD Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its position in TopBuild Corp. (NYSE:BLD - Free Report) by 3,781.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
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