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.
Why UHNW Families Must Evaluate Troubleshooting Mastery When Selecting A Wealth Manager
Your wealth manager should function as a conductor who brings together the right professionals. The number of ultra-high-net-worth (UHNW) families continues to grow, and while this growth presents major opportunities, it also increases complexity.
Jeffrey Epstein's Ex-Deutsche Bank Wealth Manager Leaves US Firm
One of Jeffrey Epstein's former top Deutsche Bank AG relationship managers left a financial services firm with ties to ultra-wealthy individuals caught up in US government files on the late financier. Stewart Oldfield stepped down at the end of…
Meridian Wealth Management LLC Boosts Stake in Innodata Inc. $INOD
Meridian Wealth Management LLC increased its position in Innodata Inc. (NASDAQ:INOD - Free Report) by 237.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Meridian Wealth Management LLC Boosts Holdings in Amphenol Corporation $APH
Meridian Wealth Management LLC raised its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 773.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,388 shares of the…
Meridian Wealth Management LLC Boosts Position in Cloudflare, Inc. $NET
Meridian Wealth Management LLC boosted its position in shares of Cloudflare, Inc. (NYSE:NET - Free Report) by 188.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor…
Meridian Wealth Management LLC Increases Stake in ServiceNow, Inc. $NOW
Meridian Wealth Management LLC lifted its stake in ServiceNow, Inc. (NYSE:NOW - Free Report) by 287.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,189 shares of the…
Alphabet Inc. $GOOGL Shares Sold by Absher Wealth Management LLC
Absher Wealth Management LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 111,385 shares of the information services…
Meridian Wealth Management LLC Grows Stake in Lam Research Corporation $LRCX
Meridian Wealth Management LLC raised its stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 29.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Meridian Wealth Management LLC Boosts Stock Holdings in Eli Lilly and Company $LLY
Meridian Wealth Management LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 24.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Meridian Wealth Management LLC Buys 2,636 Shares of Micron Technology, Inc. $MU
Meridian Wealth Management LLC lifted its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 63.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Meridian Wealth Management LLC Purchases 33,666 Shares of Novo Nordisk A/S $NVO
Meridian Wealth Management LLC boosted its position in Novo Nordisk A/S (NYSE:NVO - Free Report) by 265.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Meridian Wealth Management LLC Acquires 33,817 Shares of SoFi Technologies, Inc. $SOFI
Meridian Wealth Management LLC raised its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 34.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Meridian Wealth Management LLC Takes Position in Citizens Financial Group, Inc. $CFG
Meridian Wealth Management LLC purchased a new stake in Citizens Financial Group, Inc. (NYSE:CFG - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Calamos Wealth Management LLC Grows Position in Alphabet Inc. $GOOGL
Calamos Wealth Management LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Moran Wealth Management LLC Grows Stake in Apple Inc. $AAPL
Moran Wealth Management LLC lifted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 16.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,746 shares of the iPhone maker's…
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