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.
Tower View Wealth Management LLC Raises Position in HDFC Bank Limited $HDB
Tower View Wealth Management LLC boosted its holdings in HDFC Bank Limited (NYSE:HDB - Free Report) by 170.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,600 shares…
Iams Wealth Management LLC Sells 1,501 Shares of Tesla, Inc. $TSLA
Iams Wealth Management LLC cut its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 20.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,850 shares of…
The Progressive Corporation $PGR Stock Holdings Trimmed by Sheets Smith Wealth Management
Sheets Smith Wealth Management lessened its holdings in shares of The Progressive Corporation (NYSE:PGR - Free Report) by 79.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 3,921 shares of the insurance…
Whitaker Myers Wealth Managers LTD. Takes Position in Walmart Inc. $WMT
Whitaker Myers Wealth Managers LTD. acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 9,405 shares…
Mastercard Incorporated $MA Shares Purchased by Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC lifted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 558.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
Greenup Street Wealth Management LLC Buys Shares of 7,097 Salesforce Inc. $CRM
Greenup Street Wealth Management LLC purchased a new stake in Salesforce Inc. (NYSE:CRM - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 7,097 shares…
Greenup Street Wealth Management LLC Invests $2.06 Million in Sanofi $SNY
Greenup Street Wealth Management LLC purchased a new position in Sanofi (NASDAQ:SNY - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 43,562…
Greenup Street Wealth Management LLC Invests $2.04 Million in Fiserv, Inc. $FISV
Greenup Street Wealth Management LLC acquired a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 15,797 shares of…
Greenup Street Wealth Management LLC Sells 10,775 Shares of Novartis AG $NVS
Greenup Street Wealth Management LLC trimmed its stake in Novartis AG (NYSE:NVS - Free Report) by 25.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 31,232 shares of the company's…
Litman Gregory Wealth Management LLC Buys 22,445 Shares of Zoetis Inc. $ZTS
Litman Gregory Wealth Management LLC increased its stake in Zoetis Inc. (NYSE:ZTS - Free Report) by 289.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,207 shares…
Tower View Wealth Management LLC Acquires 16,766 Shares of Amphenol Corporation $APH
Tower View Wealth Management LLC boosted its stake in Amphenol Corporation (NYSE:APH - Free Report) by 18,223.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,858…
Greenup Street Wealth Management LLC Sells 23,866 Shares of Mplx Lp $MPLX
Greenup Street Wealth Management LLC reduced its holdings in shares of Mplx Lp (NYSE:MPLX - Free Report) by 41.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Greenup Street Wealth Management LLC Purchases New Position in Comcast Corporation $CMCSA
Greenup Street Wealth Management LLC acquired a new stake in Comcast Corporation (NASDAQ:CMCSA - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired…
Litman Gregory Wealth Management LLC Makes New Investment in Pfizer Inc. $PFE
Litman Gregory Wealth Management LLC acquired a new stake in Pfizer Inc. (NYSE:PFE - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 44,398 shares of the biopharmaceutical…
Bar Harbor Wealth Management Sells 11,018 Shares of Johnson & Johnson $JNJ
Bar Harbor Wealth Management lowered its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 5.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 206,778 shares of the company's stock after…
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