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.
Apple Inc. $AAPL Stock Sold by Tanager Wealth Management LLP
Tanager Wealth Management LLP lessened its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 15.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 67,484 shares of…
Meadowbrook Wealth Management LLC Buys 3,082 Shares of Meta Platforms, Inc. $META
Meadowbrook Wealth Management LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 196.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,652…
Aegis Wealth Management LLC Makes New $1.28 Million Investment in Microsoft Corporation $MSFT
Aegis Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - 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…
Texas Capital Bank Wealth Management Services Inc Grows Stake in Microsoft Corporation $MSFT
Texas Capital Bank Wealth Management Services Inc boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 63,007 shares…
Pinnacle Wealth Management Advisory Group LLC Acquires 12,981 Shares of Amazon.com, Inc. $AMZN
Pinnacle Wealth Management Advisory Group LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 16.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor…
Eli Lilly and Company $LLY Stake Decreased by Meadowbrook Wealth Management LLC
Meadowbrook Wealth Management LLC cut its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 26.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,407 shares of the company's…
Meadowbrook Wealth Management LLC Purchases New Shares in Altria Group, Inc. $MO
Meadowbrook Wealth Management LLC purchased a new position in shares of Altria Group, Inc. (NYSE:MO - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 25,583…
Hiley Hunt Wealth Management Purchases New Stake in Arista Networks, Inc. $ANET
Hiley Hunt Wealth Management purchased a new position in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Meadowbrook Wealth Management LLC Makes New $595,000 Investment in Advanced Micro Devices, Inc. $AMD
Meadowbrook Wealth Management LLC bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 972 shares of the…
Industrials Up After Economic Data -- Industrials Roundup
Shares of industrial and transportation companies ticked up after relatively strong economic data. New weekly jobless claims slipped 2,000 to 197,000 in the latest weekly tally. A downtick in Treasury yields quelled fears about credit costs. Shares…
4,246 BlackRock $BLK Shares Acquired by Legacy Wealth Asset Management LLC
Legacy Wealth Asset Management LLC lifted its position in shares of BlackRock (NYSE:BLK - Free Report) by 214.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,225…
Legacy Wealth Asset Management LLC Boosts Holdings in CocaCola Company (The) $KO
Legacy Wealth Asset Management LLC increased its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 96.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The…
Hokko Chemical Industry 9-Mos Net Y4.50B Vs Net Y4.13B
Hokko Chemical Industry Co. Ltd. (4992.TO) Japan Nine Months Ended August 31 GROUP 2026 2025 Revenue Y44.92 bln Y41.58 bln Operating Profit Y5.41 bln Y4.85 bln Pretax Profit Y6.27 bln Y5.58 bln Net Profit Y4.50 bln Y4.13 bln Per share Earnings…
Legacy Wealth Asset Management LLC Buys 11,642 Shares of Datadog, Inc. $DDOG
Legacy Wealth Asset Management LLC grew its stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 549.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor…
12,692 Shares of Danaher Corporation $DHR Acquired by Legacy Wealth Asset Management LLC
Legacy Wealth Asset Management LLC purchased a new position in Danaher Corporation (NYSE:DHR - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
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