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.
Corient Acquires $10.7B European Wealth Manager
Corient, the fee-only registered investment advisor arm of Mubadala Capital-owned CI Financial, has acquired Bedrock Group, a European wealth manager with offices in Geneva, London, Monaco and Lisbon. The firm adds $10.7 billion in client assets.
Pursuit Wealth Management LLC Takes Position in Astrazeneca Plc $AZN
Pursuit Wealth Management LLC bought a new stake in Astrazeneca Plc (NYSE:AZN - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,917…
Pursuit Wealth Management LLC Invests $669,000 in Lam Research Corporation $LRCX
Pursuit Wealth Management LLC bought a new position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 3,911 shares of the…
Whalen Wealth Management Inc. Buys 10,846 Shares of Amazon.com, Inc. $AMZN
Whalen Wealth Management Inc. boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 83.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Pursuit Wealth Management LLC Purchases New Position in RTX Corporation $RTX
Pursuit Wealth Management LLC acquired a new stake in shares of RTX Corporation (NYSE:RTX - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 6,178 shares of the…
9,962 Shares in Corning Incorporated $GLW Bought by Pursuit Wealth Management LLC
Pursuit Wealth Management LLC bought a new position in Corning Incorporated (NYSE:GLW - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
Virginia Wealth Management Group Inc. Decreases Position in Walmart Inc. $WMT
Virginia Wealth Management Group Inc. decreased its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 19.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,869…
Pursuit Wealth Management LLC Invests $1.05 Million in Lockheed Martin Corporation $LMT
Pursuit Wealth Management LLC acquired a new position in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Microsoft Corporation $MSFT is Udine Wealth Management Inc.'s 3rd Largest Position
Udine Wealth Management Inc. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,501 shares…
Pursuit Wealth Management LLC Purchases Shares of 6,973 The TJX Companies, Inc. $TJX
Pursuit Wealth Management LLC acquired a new stake in The TJX Companies, Inc. (NYSE:TJX - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Pursuit Wealth Management LLC Takes $763,000 Position in Dell Technologies Inc. $DELL
Pursuit Wealth Management LLC acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
NVIDIA Corporation $NVDA Stock Position Increased by 1900 Wealth Management LLC
1900 Wealth Management LLC boosted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 89.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,055…
Ritholtz Wealth Management Cuts Position in W.W. Grainger, Inc. $GWW
Ritholtz Wealth Management lessened its holdings in W.W. Grainger, Inc. (NYSE:GWW - Free Report) by 82.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 569 shares of the…
Greenup Street Wealth Management LLC Takes Position in Eli Lilly and Company $LLY
Greenup Street Wealth Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,516 shares of…
Kingsman Wealth Management Inc. Increases Holdings in Broadcom Inc. $AVGO
Kingsman Wealth Management Inc. increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 45.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 17,225 shares of the…
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