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.
Horizon Wealth Management LLC Buys 19,864 Shares of Coinbase Global, Inc. $COIN
Horizon Wealth Management LLC grew its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 98.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Lyell Wealth Management LP Lowers Stake in Adobe Inc. $ADBE
Lyell Wealth Management LP cut its stake in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 75.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,307 shares of the software…
NVIDIA Corporation $NVDA Shares Bought by Drive Wealth Management LLC
Drive Wealth Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 94,230…
Gibbs Wealth Management Acquires 3,822 Shares of NVIDIA Corporation $NVDA
Gibbs Wealth Management raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,322…
Invesco QQQ $QQQ Shares Sold by Horizon Wealth Management LLC
Horizon Wealth Management LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 54.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Lyell Wealth Management LP Sells 19,845 Shares of Zoetis Inc. $ZTS
Lyell Wealth Management LP decreased its stake in Zoetis Inc. (NYSE:ZTS - Free Report) by 30.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,237 shares of the…
ASML Holding N.V. $ASML Shares Purchased by Lyell Wealth Management LP
Lyell Wealth Management LP boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 5.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Lyell Wealth Management LP Lowers Stock Holdings in Salesforce Inc. $CRM
Lyell Wealth Management LP reduced its position in Salesforce Inc. (NYSE:CRM - Free Report) by 9.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Affinity Wealth Management LLC Acquires Shares of 19,921 Cloudflare, Inc. $NET
Affinity Wealth Management LLC bought a new position in shares of Cloudflare, Inc. (NYSE:NET - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought…
Guidewire Software, Inc. $GWRE Shares Sold by Lyell Wealth Management LP
Lyell Wealth Management LP lowered its holdings in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 22.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,212 shares of the technology company's…
Lyell Wealth Management LP Sells 12,626 Shares of Workday, Inc. $WDAY
Lyell Wealth Management LP reduced its holdings in Workday, Inc. (NASDAQ:WDAY - Free Report) by 13.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 81,561 shares of the…
Affinity Wealth Management LLC Buys Shares of 303,533 Adaptive Biotechnologies Corporation $ADPT
Affinity Wealth Management LLC purchased a new position in shares of Adaptive Biotechnologies Corporation (NASDAQ:ADPT - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 303,533 shares of…
Apple Inc. $AAPL is Florida Trust Wealth Management Co's 2nd Largest Position
Florida Trust Wealth Management Co increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.5% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 663,420 shares of the…
Seagate Technology Holdings PLC $STX Shares Bought by Affinity Wealth Management LLC
Affinity Wealth Management LLC grew its stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 429.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 29,237…
Lyell Wealth Management LP Grows Stock Position in Toll Brothers Inc. $TOL
Lyell Wealth Management LP grew its position in shares of Toll Brothers Inc. (NYSE:TOL - Free Report) by 18.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 91,497 shares…
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