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.
Caterpillar Inc. $CAT Shares Acquired by Spire Wealth Management
Spire Wealth Management lifted its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 68.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 21,725 shares of the industrial products…
Teradyne, Inc. $TER Shares Purchased by Spire Wealth Management
Spire Wealth Management raised its stake in Teradyne, Inc. (NASDAQ:TER - Free Report) by 19,245.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,342 shares of the…
Dakota Wealth Management Takes Position in Snap-On Incorporated $SNA
Dakota Wealth Management bought a new position in Snap-On Incorporated (NYSE:SNA - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 8,082 shares of…
Linde PLC $LIN Shares Purchased by Dakota Wealth Management
Dakota Wealth Management increased its position in shares of Linde PLC (NASDAQ:LIN - Free Report) by 158.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,608 shares of the…
Netflix, Inc. $NFLX Shares Bought by Spire Wealth Management
Spire Wealth Management raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 726.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 136,632 shares of the Internet television…
Spire Wealth Management Raises Position in Vertiv Holdings Co. $VRT
Spire Wealth Management grew its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 335.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
5,656 Shares in Nordson Corporation $NDSN Purchased by Dakota Wealth Management
Dakota Wealth Management bought a new stake in Nordson Corporation (NASDAQ:NDSN - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 5,656 shares…
GE Vernova Inc. $GEV Shares Bought by Dakota Wealth Management
Dakota Wealth Management grew its position in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 147.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,509 shares of the company's…
Dakota Wealth Management Invests $2.28 Million in Nucor Corporation $NUE
Dakota Wealth Management purchased a new stake in shares of Nucor Corporation (NYSE:NUE - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Spire Wealth Management Buys 23,147 Shares of Welltower Inc. $WELL
Spire Wealth Management grew its stake in Welltower Inc. (NYSE:WELL - Free Report) by 553.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,333 shares…
Medpace Holdings, Inc. $MEDP Shares Acquired by Spire Wealth Management
Spire Wealth Management increased its position in Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) by 946,700.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 9,468 shares of the company's stock after…
Dakota Wealth Management Boosts Holdings in Toyota Motor Corporation $TM
Dakota Wealth Management lifted its holdings in Toyota Motor Corporation (NYSE:TM - Free Report) by 440.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 9,020 shares of the company's stock…
Spire Wealth Management Purchases 37,518 Shares of Novartis AG $NVS
Spire Wealth Management increased its holdings in shares of Novartis AG (NYSE:NVS - Free Report) by 2,561.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 38,983 shares of…
Spire Wealth Management Boosts Stake in Dell Technologies Inc. $DELL
Spire Wealth Management raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 993.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Dakota Wealth Management Buys Shares of 5,921 Natera, Inc. $NTRA
Dakota Wealth Management bought a new stake in Natera, Inc. (NASDAQ:NTRA - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 5,921 shares of the medical research…
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