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.
LPL Financial Gets a UBS Buy Rating: Wall Street Sees $380 for This Wealth Management Play
UBS initiated coverage of LPL Financial (LPLA) with a Buy rating and $380 price target, signaling conviction in a stock that has fallen 12% year-to-date despite strong operational momentum driven by the Commonwealth Financial Network acquisition…
Wealth managers forecast 'historic surge' in fine wine demand amid 'Great Wealth Flight'
AI, ‘Wexit' (the ‘Great Wealth flight') and deepening capital commitment are expected to play an increasing role in boosting the fine wine market in the coming years, according to WineCap's latest Wealth Report. According to the…
Whalen Wealth Management Inc. Takes Position in Johnson & Johnson $JNJ
Whalen Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired…
Apple Inc. $AAPL Shares Sold by Aegis Wealth Management LLC
Aegis Wealth Management LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 21.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,454…
Perigon Wealth Management LLC Cuts Holdings in Broadcom Inc. $AVGO
Perigon Wealth Management LLC cut its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 153,175 shares of the…
NVIDIA Corporation $NVDA Shares Sold by Northwest Wealth Management LLC
Northwest Wealth Management LLC trimmed its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 39.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,116 shares…
Palumbo Wealth Management LLC Buys 82,118 Shares of Babcock $BW
Palumbo Wealth Management LLC increased its stake in shares of Babcock (NYSE:BW - Free Report) by 38.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 297,681…
Palumbo Wealth Management LLC Sells 3,743 Shares of BlackRock $BLK
Palumbo Wealth Management LLC lessened its position in BlackRock (NYSE:BLK - Free Report) by 89.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 425 shares of the asset…
Modera Wealth Management LLC Reduces Holdings in Unilever PLC $UL
Modera Wealth Management LLC trimmed its position in shares of Unilever PLC (NYSE:UL - Free Report) by 14.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 185,328 shares of the…
Salesforce Inc. $CRM Shares Acquired by Palumbo Wealth Management LLC
Palumbo Wealth Management LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 117.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,617…
MOR Wealth Management LLC Purchases New Shares in NVIDIA Corporation $NVDA
MOR Wealth Management LLC purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 27,733…
Perigon Wealth Management LLC Sells 8,906 Shares of Strategy Inc $MSTR
Perigon Wealth Management LLC reduced its position in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 72.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned…
Palumbo Wealth Management LLC Cuts Stake in O'Reilly Automotive, Inc. $ORLY
Palumbo Wealth Management LLC cut its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 87.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Guided Capital Wealth Management LLC Grows Holdings in Alphabet Inc. $GOOGL
Guided Capital Wealth Management LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 26.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Visa Inc. $V Position Cut by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co lessened its position in shares of Visa Inc. (NYSE:V - Free Report) by 1.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 257,999 shares…
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