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.
Western Wealth Management LLC Increases Holdings in Salesforce Inc. $CRM
Western Wealth Management LLC increased its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 48.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,663…
The Walt Disney Company $DIS Shares Purchased by Western Wealth Management LLC
Western Wealth Management LLC increased its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 97.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,642…
Union Pacific Corporation $UNP Shares Acquired by Western Wealth Management LLC
Western Wealth Management LLC increased its position in Union Pacific Corporation (NYSE:UNP - Free Report) by 184.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,570…
CME Group Inc. $CME Shares Acquired by Western Wealth Management LLC
Western Wealth Management LLC increased its stake in shares of CME Group Inc. (NASDAQ:CME - Free Report) by 1,432.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
NextEra Energy, Inc. $NEE Shares Acquired by Western Wealth Management LLC
Western Wealth Management LLC increased its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 44.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor…
Western Wealth Management LLC Increases Stock Position in Amgen Inc. $AMGN
Western Wealth Management LLC lifted its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 137.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Abbott Laboratories $ABT Stock Position Lifted by Western Wealth Management LLC
Western Wealth Management LLC raised its holdings in shares of Abbott Laboratories (NYSE:ABT - Free Report) by 66.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Western Wealth Management LLC Buys 5,232 Shares of UnitedHealth Group Incorporated $UNH
Western Wealth Management LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 61.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Western Wealth Management LLC Raises Stock Holdings in Merck & Co., Inc. $MRK
Western Wealth Management LLC raised its holdings in Merck & Co., Inc. (NYSE:MRK - Free Report) by 43.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
International Business Machines Corporation $IBM Position Raised by Western Wealth Management LLC
Western Wealth Management LLC grew its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 43.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned…
Palo Alto Networks, Inc. $PANW Shares Purchased by Western Wealth Management LLC
Western Wealth Management LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 33.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 20,454 shares of the…
Apple Inc. $AAPL Holdings Decreased by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Amazon.com, Inc. $AMZN is Bartlett & CO. Wealth Management LLC's 8th Largest Position
Bartlett & CO. Wealth Management LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Microsoft Corporation $MSFT is Marks Group Wealth Management Inc's 9th Largest Position
Marks Group Wealth Management Inc cut its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 38,065 shares of the software giant's stock…
Industrials Up on Cyclical Demand - Industrials Roundup
Shares of industrial and transportation companies rose as traders rotated back into cyclical sectors. A roughly $21 billion U.S. Air Force project to modernize Boeing-made B-52 bombers 'will likely continue to face significant challenges' around…
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