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.
Northwestern Mutual Wealth Management Co. Raises Stock Holdings in Applied Industrial Technologies, Inc. $AIT
Northwestern Mutual Wealth Management Co. boosted its stake in shares of Applied Industrial Technologies, Inc. (NYSE:AIT - Free Report) by 2,920.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,724…
Northwestern Mutual Wealth Management Co. Acquires 154,060 Shares of Rexford Industrial Realty, Inc. $REXR
Northwestern Mutual Wealth Management Co. raised its holdings in shares of Rexford Industrial Realty, Inc. (NYSE:REXR - Free Report) by 5,347.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange…
Stag Industrial, Inc. $STAG Position Boosted by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its holdings in Stag Industrial, Inc. (NYSE:STAG - Free Report) by 7,339.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Wagner Wealth Management LLC Purchases 4,519 Shares of NVIDIA Corporation $NVDA
Wagner Wealth Management LLC boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 47.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Stronghold Wealth Management L.L.C. Takes $767,000 Position in Broadcom Inc. $AVGO
Stronghold Wealth Management L.L.C. bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
Axxcess Wealth Management LLC Grows Stock Position in Robinhood Markets, Inc. $HOOD
Axxcess Wealth Management LLC increased its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 155.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The…
Sylvamo Corporation $SLVM Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its position in Sylvamo Corporation (NYSE:SLVM - Free Report) by 84,243.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
Enpro Inc. $NPO Position Increased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its holdings in shares of Enpro Inc. (NYSE:NPO - Free Report) by 105,350.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 23,199…
Axxcess Wealth Management LLC Purchases 4,256 Shares of Spotify Technology $SPOT
Axxcess Wealth Management LLC increased its position in shares of Spotify Technology (NYSE:SPOT - Free Report) by 130.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,524…
Axxcess Wealth Management LLC Raises Holdings in Altria Group, Inc. $MO
Axxcess Wealth Management LLC raised its holdings in shares of Altria Group, Inc. (NYSE:MO - Free Report) by 252.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Grows Holdings in Workday, Inc. $WDAY
Northwestern Mutual Wealth Management Co. grew its position in Workday, Inc. (NASDAQ:WDAY - Free Report) by 242.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,017 shares of the…
TE Connectivity Ltd. $TEL Shares Acquired by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC grew its position in TE Connectivity Ltd. (NYSE:TEL - Free Report) by 583.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Fluor Corporation $FLR Holdings Raised by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its stake in shares of Fluor Corporation (NYSE:FLR - Free Report) by 6,229.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
Alphabet Inc. $GOOG Stake Decreased by Granite Bay Wealth Management LLC
Granite Bay Wealth Management LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 16.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
Axxcess Wealth Management LLC Increases Holdings in Prudential Financial, Inc. $PRU
Axxcess Wealth Management LLC boosted its holdings in shares of Prudential Financial, Inc. (NYSE:PRU - Free Report) by 393.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission…
Receive a Daily briefing on Wealth Management Industry News
Get Started