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.
LyondellBasell Industries N.V. $LYB Shares Purchased by Old North State Wealth Management LLC
Old North State Wealth Management LLC raised its position in LyondellBasell Industries N.V. (NYSE:LYB - Free Report) by 72.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Perigon Wealth Management LLC Increases Stake in Chevron Corporation $CVX
Perigon Wealth Management LLC boosted its position in Chevron Corporation (NYSE:CVX - Free Report) by 19.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Perigon Wealth Management LLC Lowers Holdings in Caterpillar Inc. $CAT
Perigon Wealth Management LLC decreased its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 36.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,621 shares of the industrial products…
Perigon Wealth Management LLC Increases Stake in Walmart Inc. $WMT
Perigon Wealth Management LLC grew its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 26.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Seed Wealth Management Inc. Trims Stake in Alphabet Inc. $GOOG
Seed Wealth Management Inc. cut its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 55.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,585 shares of the…
Alphabet Inc. $GOOGL Shares Sold by Revisor Wealth Management LLC
Revisor Wealth Management LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 16.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,307…
BigSur Wealth Management LLC Decreases Position in Amazon.com, Inc. $AMZN
BigSur Wealth Management LLC lessened its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 19.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 29,263 shares of the e-commerce…
Seed Wealth Management Inc. Reduces Position in Broadcom Inc. $AVGO
Seed Wealth Management Inc. trimmed its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 22.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,030…
Invesco QQQ $QQQ Shares Purchased by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. grew its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 13.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 28,202…
KW Wealth Management LLC Invests $492,000 in Bank of America Corporation $BAC
KW Wealth Management LLC bought a new stake in shares of Bank of America Corporation (NYSE:BAC - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 9,546 shares of…
Pioneer Wealth Management Group Boosts Position in Apple Inc. $AAPL
Pioneer Wealth Management Group boosted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 566.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Perigon Wealth Management LLC Raises Position in Honeywell International Inc. $HON
Perigon Wealth Management LLC lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 54.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
Perigon Wealth Management LLC Increases Position in GE Vernova Inc. $GEV
Perigon Wealth Management LLC lifted its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 40.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Merck & Co., Inc. $MRK Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its position in Merck & Co., Inc. (NYSE:MRK - Free Report) by 22.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Apollon Wealth Management LLC Increases Position in Oracle Corporation $ORCL
Apollon Wealth Management LLC boosted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 116,974 shares of the enterprise software provider's…
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