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.
4,029 Shares in CSW Industrials, Inc. $CSW Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. bought a new stake in CSW Industrials, Inc. (NYSE:CSW - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 4,029 shares…
Netflix, Inc. $NFLX Position Increased by Tradition Wealth Management LLC
Tradition Wealth Management LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 764.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Alphabet Inc. $GOOGL Shares Sold by Nicola Wealth Management LTD.
Nicola Wealth Management LTD. decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 43.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
2,169 Shares in Apple Inc. $AAPL Purchased by Redstone Wealth Management LLC
Redstone Wealth Management LLC purchased a new position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,169…
20,000 Shares in NVIDIA Corporation $NVDA Acquired by Redstone Wealth Management LLC
Redstone Wealth Management LLC acquired a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 20,000 shares of the computer…
Platform Wealth Management LLC Acquires Shares of 1,505 Broadcom Inc. $AVGO
Platform Wealth Management LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 1,505 shares of the semiconductor…
DaVita Inc. $DVA Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. boosted its stake in shares of DaVita Inc. (NYSE:DVA - Free Report) by 420.1% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 8,967 shares of the company's stock…
FFT Wealth Management LLC Sells 5,799 Shares of Alphabet Inc. $GOOGL
FFT Wealth Management LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 35.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Exelixis, Inc. $EXEL Position Increased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. boosted its holdings in Exelixis, Inc. (NASDAQ:EXEL - Free Report) by 2,920.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
HFR Wealth Management LLC Increases Stake in Procter & Gamble Company (The) $PG
HFR Wealth Management LLC lifted its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 42.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 102,334 shares of the…
Vista Cima Wealth Management LLC Purchases 2,628 Shares of Broadcom Inc. $AVGO
Vista Cima Wealth Management LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 53.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,507…
HFR Wealth Management LLC Has $29.03 Million Holdings in Amphenol Corporation $APH
HFR Wealth Management LLC reduced its stake in Amphenol Corporation (NYSE:APH - Free Report) by 5.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
HFR Wealth Management LLC Sells 125,994 Shares of McCormick & Company, Incorporated $MKC
HFR Wealth Management LLC lowered its position in shares of McCormick & Company, Incorporated (NYSE:MKC - Free Report) by 93.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.
Northwestern Mutual Wealth Management Co. Has $1.42 Million Position in Kenvue Inc. $KVUE
Northwestern Mutual Wealth Management Co. lowered its position in Kenvue Inc. (NYSE:KVUE - Free Report) by 60.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 82,225…
Omnitrust Wealth Management Inc Acquires New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Omnitrust Wealth Management Inc acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 1,529 shares of the…
Receive a Daily briefing on Wealth Management Industry News
Get Started