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.
Vivid Wealth Management LLC Purchases Shares of 21,176 PPG Industries, Inc. $PPG
Vivid Wealth Management LLC purchased a new stake in PPG Industries, Inc. (NYSE:PPG - Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 21,176 shares of the specialty chemicals…
Caterpillar Inc. $CAT Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC lowered its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 14.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned…
Spotify Technology $SPOT Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC lessened its stake in shares of Spotify Technology (NYSE:SPOT - Free Report) by 20.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Corpay, Inc $CPAY Shares Purchased by Moran Wealth Management LLC
Moran Wealth Management LLC increased its holdings in Corpay, Inc (NYSE:CPAY - Free Report) by 77.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 37,869 shares of the…
Flex Ltd. $FLEX Stake Lessened by Moran Wealth Management LLC
Moran Wealth Management LLC lessened its holdings in Flex Ltd. (NASDAQ:FLEX - Free Report) by 8.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 159,433 shares…
Moran Wealth Management LLC Sells 9,633 Shares of Wabtec $WAB
Moran Wealth Management LLC decreased its holdings in shares of Wabtec (NYSE:WAB - Free Report) by 13.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 61,062…
Sprouts Farmers Market, Inc. $SFM Shares Acquired by Moran Wealth Management LLC
Moran Wealth Management LLC increased its holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM - Free Report) by 11.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Moran Wealth Management LLC Decreases Position in Garmin Ltd. $GRMN
Moran Wealth Management LLC decreased its position in Garmin Ltd. (NYSE:GRMN - Free Report) by 58.7% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 75,045 shares of the scientific and technical…
Zoetis Inc. $ZTS Stake Raised by Moran Wealth Management LLC
Moran Wealth Management LLC lifted its holdings in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 22.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned…
Accenture PLC $ACN Shares Sold by HB Wealth Management LLC
HB Wealth Management LLC lowered its stake in Accenture PLC (NYSE:ACN - Free Report) by 13.1% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 117,501 shares of the…
PepsiCo, Inc. $PEP Shares Purchased by Moran Wealth Management LLC
Moran Wealth Management LLC raised its position in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 12.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 98,836 shares of the…
Moran Wealth Management LLC Trims Holdings in FedEx Corporation $FDX
Moran Wealth Management LLC reduced its stake in FedEx Corporation (NYSE:FDX - Free Report) by 14.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 75,254 shares of the shipping service…
NVIDIA Corporation $NVDA Shares Purchased by Maridea Wealth Management LLC
Maridea Wealth Management LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 68,499…
HB Wealth Management LLC Boosts Stake in CocaCola Company (The) $KO
HB Wealth Management LLC boosted its position in CocaCola Company (The) (NYSE:KO - Free Report) by 4.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Vivid Wealth Management LLC Invests $2.46 Million in Amgen Inc. $AMGN
Vivid Wealth Management LLC bought a new position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 6,987 shares of the medical research company's…
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