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.
LGT Wealth Management UK adopts Addepar platform
LGT Wealth Management UK has chosen Addepar, a data and artificial intelligence platform, to uspport its front-office and client service teams. The integration of Addepar will provide LGT Wealth Management UK with a system for clearer and more…
SeaCrest Wealth Management LLC Raises Stake in ServiceNow, Inc. $NOW
SeaCrest Wealth Management LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 411.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,927 shares of the…
Netflix, Inc. $NFLX Shares Bought by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 836.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 44,240 shares…
Maridea Wealth Management LLC Increases Position in Amazon.com, Inc. $AMZN
Maridea Wealth Management LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 18.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 45,426…
SeaCrest Wealth Management LLC Increases Holdings in Lam Research Corporation $LRCX
SeaCrest Wealth Management LLC lifted its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 34.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
SeaCrest Wealth Management LLC Buys 11,454 Shares of Merck & Co., Inc. $MRK
SeaCrest Wealth Management LLC raised its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 46.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
National Wealth Management Group LLC Makes New $800,000 Investment in CrowdStrike $CRWD
National Wealth Management Group LLC acquired a new stake in CrowdStrike (NASDAQ:CRWD - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,706 shares of the…
National Wealth Management Group LLC Increases Holdings in Analog Devices, Inc. $ADI
National Wealth Management Group LLC increased its stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 184.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
4,799 Shares in Teradyne, Inc. $TER Purchased by National Wealth Management Group LLC
National Wealth Management Group LLC acquired a new stake in Teradyne, Inc. (NASDAQ:TER - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,799…
National Wealth Management Group LLC Invests $1.46 Million in Western Digital Corporation $WDC
National Wealth Management Group LLC purchased a new stake in Western Digital Corporation (NASDAQ:WDC - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,487 shares…
National Wealth Management Group LLC Sells 5,546 Shares of Lam Research Corporation $LRCX
National Wealth Management Group LLC trimmed its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 27.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 14,545 shares of…
8,927 Shares in Southern Copper Corporation $SCCO Bought by National Wealth Management Group LLC
National Wealth Management Group LLC acquired a new stake in shares of Southern Copper Corporation (NYSE:SCCO - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange…
National Wealth Management Group LLC Acquires Shares of 5,614 Vertiv Holdings Co. $VRT
National Wealth Management Group LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 5,614…
National Wealth Management Group LLC Invests $998,000 in Principal Financial Group, Inc. $PFG
National Wealth Management Group LLC purchased a new stake in Principal Financial Group, Inc. (NASDAQ:PFG - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 11,318 shares of the company's…
National Wealth Management Group LLC Has $1.18 Million Position in Applied Materials, Inc. $AMAT
National Wealth Management Group LLC grew its holdings in Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 275.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor…
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