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 Shares Acquired by Triangle Securities Wealth Management
Triangle Securities Wealth Management lifted its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 98.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Datadog, Inc. $DDOG Shares Purchased by Triangle Securities Wealth Management
Triangle Securities Wealth Management grew its stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 757.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,690 shares of the…
Linde PLC $LIN Shares Newly Acquired by Triangle Securities Wealth Management
Triangle Securities Wealth Management bought a new stake in Linde PLC (NASDAQ:LIN - Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 5,149 shares of the basic materials company's stock…
Costco Wholesale Corporation $COST Shares Bought by Triangle Securities Wealth Management
Triangle Securities Wealth Management boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 126.3% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,674 shares of the…
NVIDIA Corporation $NVDA Stock Holdings Cut by 49 Wealth Management LLC
49 Wealth Management LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 57.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,760 shares of…
NVIDIA Corporation $NVDA Stock: Kingsview Wealth Management LLC Boosts Holdings
Kingsview Wealth Management LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned…
Triangle Securities Wealth Management Acquires 28,879 Shares of Builders FirstSource, Inc. $BLDR
Triangle Securities Wealth Management bought a new stake in Builders FirstSource, Inc. (NYSE:BLDR - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
Amazon.com, Inc. $AMZN Stock: Factor Wealth Management LTD Trims Stake
Factor Wealth Management LTD cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 27.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,340 shares of the…
Laidlaw Wealth Management LLC Purchases New Position in Microsoft Corporation $MSFT
Laidlaw Wealth Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
15,188 Shares in Ameriprise Financial, Inc. $AMP Bought by Triangle Securities Wealth Management
Triangle Securities Wealth Management acquired a new position in shares of Ameriprise Financial, Inc. (NYSE:AMP - Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 15,188 shares of the…
Overall Alumina Market Remains Constructive, Alcoa CEO Says -- Market Talk
The alumina market remains overall constructive, Alcoa CEO Bill Oplinger says on a call with analysts Thursday. The market tightened a bit outside of China during the recent quarter, which pushed the alumina price index up sequentially to $370 per…
Caterpillar Resource Industries President Denise Johnson to Retire
Caterpillar's group president of resource industries, Denise Johnson, is retiring after 25 years with the construction- and mining-equipment maker. Caterpillar on Thursday said Derrick York, who currently serves as senior vice president of the…
Gibraltar Industries to Sell Infrastructure Business to Saint-Gobain for $208 Million
Gibraltar Industries has struck a deal to sell its infrastructure business, D.S. Brown, to French building-materials supplier Saint-Gobain for $208 million in cash. Gibraltar, a Buffalo, N.Y., manufacturer and provider of products and services for…
BNY stock pops on strong earnings - showing exactly why we like this bank in this market
Bank of New York on Thursday delivered top- and bottom-line beats, with better-than-expected fee-based revenue and net interest income, as well as healthy pre-tax margin expansion. The strength of the quarter set the stage for management to boost…
Communications Services Up on Rotation From Tech -- Communications Services Roundup
Communications-services companies rose as traders rotate out of the technology sector into some laggards. Shares of Skydance, AT&T and Netflix, all of which have struggled this year, rose on Thursday in a broad rotation. Write to Rob Curran at…
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