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.
Lennar Corporation $LEN Shares Sold by JGP Wealth Management LLC
JGP Wealth Management LLC reduced its holdings in Lennar Corporation (NYSE:LEN - Free Report) by 21.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,762 shares of…
Bar Harbor Wealth Management Takes Position in Synopsys, Inc. $SNPS
Bar Harbor Wealth Management purchased a new position in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Granite Bay Wealth Management LLC Acquires 15,098 Shares of CrowdStrike $CRWD
Granite Bay Wealth Management LLC grew its holdings in CrowdStrike (NASDAQ:CRWD - Free Report) by 2,589.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,681 shares of…
Meadowbrook Wealth Management LLC Invests $8.82 Million in Amazon.com, Inc. $AMZN
Meadowbrook Wealth Management LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Bar Harbor Wealth Management Takes Position in Amrize Ltd $AMRZ
Bar Harbor Wealth Management bought a new position in Amrize Ltd (NYSE:AMRZ - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 84,913 shares of the…
Granite Bay Wealth Management LLC Takes Position in Blackstone Inc. $BX
Granite Bay Wealth Management LLC bought a new position in Blackstone Inc. (NYSE:BX - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 28,157…
Broadcom Inc. $AVGO Holdings Raised by BigSur Wealth Management LLC
BigSur Wealth Management LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 28.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,297 shares of the…
The Goldman Sachs Group, Inc. $GS Position Reduced by Triangle Securities Wealth Management
Triangle Securities Wealth Management lowered its stake in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 49.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 6,880 shares of the investment management…
Iams Wealth Management LLC Makes New Investment in Waste Management, Inc. $WM
Iams Wealth Management LLC acquired a new stake in shares of Waste Management, Inc. (NYSE:WM - Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 5,840 shares of the business services provider's…
Bar Harbor Wealth Management Sells 5,304 Shares of Accenture PLC $ACN
Bar Harbor Wealth Management cut its stake in Accenture PLC (NYSE:ACN - Free Report) by 38.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,643 shares of…
Bar Harbor Wealth Management Purchases New Position in AAON, Inc. $AAON
Bar Harbor Wealth Management acquired a new position in shares of AAON, Inc. (NASDAQ:AAON - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired…
Amazon.com, Inc. $AMZN Shares Acquired by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 0.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
JGP Wealth Management LLC Has $7.87 Million Position in Pool Corporation $POOL
JGP Wealth Management LLC trimmed its position in Pool Corporation (NASDAQ:POOL - Free Report) by 26.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,216 shares of…
Granite Bay Wealth Management LLC Sells 13,159 Shares of Invesco QQQ $QQQ
Granite Bay Wealth Management LLC cut its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 75.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,367 shares of the…
JGP Wealth Management LLC Buys 27,337 Shares of Williams-Sonoma, Inc. $WSM
JGP Wealth Management LLC lifted its position in Williams-Sonoma, Inc. (NYSE:WSM - Free Report) by 249.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 38,281 shares of the specialty…
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