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.
Mueller Industries, Inc. $MLI Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its holdings in Mueller Industries, Inc. (NYSE:MLI - Free Report) by 18.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,271…
Accenture PLC $ACN Shares Sold by Bar Harbor Wealth Management
Bar Harbor Wealth Management lessened its stake in shares of Accenture PLC (NYSE:ACN - Free Report) by 67.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,789 shares of the…
Apollon Wealth Management LLC Increases Stake in Intel Corporation $INTC
Apollon Wealth Management LLC lifted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 4.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Astrazeneca Plc $AZN Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its position in Astrazeneca Plc (NYSE:AZN - Free Report) by 318.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 65,229 shares of the…
Bar Harbor Wealth Management Has $541,000 Stake in Equinix, Inc. $EQIX
Bar Harbor Wealth Management decreased its position in Equinix, Inc. (NASDAQ:EQIX - Free Report) by 81.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Apollon Wealth Management LLC Buys 2,609 Shares of AppLovin Corporation $APP
Apollon Wealth Management LLC lifted its stake in AppLovin Corporation (NASDAQ:APP - Free Report) by 54.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,369 shares of the…
Apollon Wealth Management LLC Sells 17,111 Shares of Southern Company (The) $SO
Apollon Wealth Management LLC decreased its position in shares of Southern Company (The) (NYSE:SO - Free Report) by 19.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Apollon Wealth Management LLC Decreases Stock Holdings in AT&T Inc. $T
Apollon Wealth Management LLC reduced its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 19.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 216,700…
Apollon Wealth Management LLC Acquires 4,828 Shares of Lam Research Corporation $LRCX
Apollon Wealth Management LLC grew its holdings in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 13.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Arta Finance Wealth Management LLC Buys Shares of 12,555 Meta Platforms, Inc. $META
Arta Finance Wealth Management LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Bartlett & CO. Wealth Management LLC Has $2.07 Million Stake in PACCAR Inc. $PCAR
Bartlett & CO. Wealth Management LLC raised its holdings in shares of PACCAR Inc. (NASDAQ:PCAR - Free Report) by 76.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Bartlett & CO. Wealth Management LLC Grows Stock Holdings in Texas Pacific Land Corporation $TPL
Bartlett & CO. Wealth Management LLC increased its stake in shares of Texas Pacific Land Corporation (NYSE:TPL - Free Report) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange…
Apollon Wealth Management LLC Has $6.31 Million Stock Holdings in Intuitive Surgical, Inc. $ISRG
Apollon Wealth Management LLC trimmed its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 51.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission…
Bartlett & CO. Wealth Management LLC Sells 440,344 Shares of Booz Allen Hamilton Holding Corporation $BAH
Bartlett & CO. Wealth Management LLC decreased its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 85.6% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned…
Ritholtz Wealth Management Boosts Stake in PulteGroup, Inc. $PHM
Ritholtz Wealth Management raised its holdings in shares of PulteGroup, Inc. (NYSE:PHM - Free Report) by 43.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
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