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.
Northcape Wealth Management LLC Buys Shares of 38,644 Apple Inc. $AAPL
Northcape Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 38,644 shares of…
Northwestern Mutual Wealth Management Co. Buys Shares of 3,664,707 Amazon.com, Inc. $AMZN
Northwestern Mutual Wealth Management Co. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
DeLarme Wealth Management Inc. Buys New Shares in Apple Inc. $AAPL
DeLarme Wealth Management Inc. purchased a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Aberdeen Wealth Management LLC Reduces Holdings in JPMorgan Chase & Co. $JPM
Aberdeen Wealth Management LLC trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 70.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Corient Private Wealth LP Raises Position in Advanced Energy Industries, Inc. $AEIS
Corient Private Wealth LP grew its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 46.2% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Nykredit A S Takes Position in Wheaton Precious Metals Corp. $WPM
Nykredit A S purchased a new stake in shares of Wheaton Precious Metals Corp. (NYSE:WPM - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Royal Bank of Canada Highlights 18% ROE, HSBC Synergies and U.S. Growth
3 Nimble Free Cash Flow Names With Light Assets Royal Bank Of Canada NYSE: RY Chief Financial Officer Katherine Gibson said the bank has made progress toward the strategic and financial objectives outlined at its Investor Day, citing growth across…
Tidal Investments LLC Sells 57,861 Shares of Donaldson Company, Inc. $DCI
Tidal Investments LLC decreased its position in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) by 83.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Pfizer Inc. (NYSE:PFE) Receives Consensus Recommendation of 'Hold' from Brokerages
Pfizer Inc. (NYSE:PFE - Get Free Report) has been assigned an average rating of 'Hold' from the twenty-one analysts that are currently covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation…
VIRGINIA RETIREMENT SYSTEMS ET Al Makes New $401.14 Million Investment in Alphabet Inc. $GOOGL
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Nykredit A S Invests $13.77 Million in KKR & Co. Inc. $KKR
Nykredit A S bought a new position in KKR & Co. Inc. (NYSE:KKR - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 149,987 shares of the asset…
Turn8 Private Wealth Inc. Reduces Stock Holdings in NVIDIA Corporation $NVDA
Turn8 Private Wealth Inc. lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.8% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,597 shares of…
Park Place Capital Corp Trims Stock Holdings in JPMorgan Chase & Co. $JPM
Park Place Capital Corp lowered its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 17.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,001 shares…
FB Financial Corporation (NYSE:FBK) Given Average Recommendation of 'Buy' by Analysts
Shares of FB Financial Corporation (NYSE:FBK - Get Free Report) have been assigned a consensus recommendation of 'Buy' from the seven analysts that are presently covering the firm, Marketbeat.com reports. Six research analysts have rated the stock…
ArcelorMittal (NYSE:MT) Receives Average Rating of 'Hold' from Analysts
ArcelorMittal (NYSE:MT - Get Free Report) has been assigned a consensus rating of 'Hold' from the twelve brokerages that are covering the firm, Marketbeat reports. Seven research analysts have rated the stock with a hold recommendation and five…
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