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.
Kingsview Wealth Management LLC Acquires New Holdings in Huntington Ingalls Industries, Inc. $HII
Kingsview Wealth Management LLC acquired a new stake in Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired…
Phillips 66 $PSX Shares Sold by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC reduced its stake in Phillips 66 (NYSE:PSX - Free Report) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Kingsview Wealth Management LLC Acquires 2,527 Shares of McKesson Corporation $MCK
Kingsview Wealth Management LLC raised its holdings in shares of McKesson Corporation (NYSE:MCK - Free Report) by 77.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,805…
Illinois Tool Works Inc. $ITW Shares Purchased by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC lifted its holdings in Illinois Tool Works Inc. (NYSE:ITW - Free Report) by 22.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
103,407 Shares in Amkor Technology, Inc. $AMKR Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC acquired a new position in shares of Amkor Technology, Inc. (NASDAQ:AMKR - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired…
Kingsview Wealth Management LLC Acquires Shares of 100,891 Steven Madden, Ltd. $SHOO
Kingsview Wealth Management LLC acquired a new stake in shares of Steven Madden, Ltd. (NASDAQ:SHOO - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired…
Kingsview Wealth Management LLC Acquires New Shares in OneMain Holdings, Inc. $OMF
Kingsview Wealth Management LLC acquired a new stake in OneMain Holdings, Inc. (NYSE:OMF - Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 78,601 shares of the financial…
Kingsview Wealth Management LLC Has $3.84 Million Position in InterDigital, Inc. $IDCC
Kingsview Wealth Management LLC raised its stake in InterDigital, Inc. (NASDAQ:IDCC - Free Report) by 276.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund…
Alphabet Inc. $GOOGL Shares Purchased by 49 Wealth Management LLC
49 Wealth Management LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 71.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,972…
Kingsview Wealth Management LLC Has $3.82 Million Position in The Charles Schwab Corporation $SCHW
Kingsview Wealth Management LLC grew its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 577.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 38,245 shares of the…
Cherry Tree Wealth Management LLC Raises Stake in Tesla, Inc. $TSLA
Cherry Tree Wealth Management LLC raised its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6,278.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,212 shares…
Yukon Wealth Management Inc. Trims Stock Holdings in Invesco QQQ $QQQ
Yukon Wealth Management Inc. lessened its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 82.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,244 shares of the exchange…
Bluebird Wealth Management LLC Invests $3.22 Million in Amazon.com, Inc. $AMZN
Bluebird Wealth Management LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Oracle Corporation $ORCL Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 6.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 407,067 shares of the…
Northwestern Mutual Wealth Management Co. Raises Stock Position in ServiceNow, Inc. $NOW
Northwestern Mutual Wealth Management Co. increased its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 372.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
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