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.
Video. 'Tremendous growth' in AI to continue, says wealth manager
Europe Today Copy/paste the link below: Copy/paste the article video embed link below: Americans 'stay optimists,' and diversification is key. Xavier Volatier, head of Transatlantic Private Wealth, speaks to our Stefan Grobe on the effects of the…
NVIDIA Corporation $NVDA Stock Purchased by BigSur Wealth Management LLC
BigSur Wealth Management LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
NVIDIA Corporation $NVDA Stake Raised by Verus Wealth Management LLC
Verus Wealth Management LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 281.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
Apple Inc. $AAPL Stock Sold by Cordatus Wealth Management LLC
Cordatus Wealth Management LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Spartan Planning & Wealth Management Sells 8,525 Shares of NVIDIA Corporation $NVDA
Spartan Planning & Wealth Management lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.6% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 40,027 shares of…
JPMorgan Chase & Co. $JPM Stock Bought by Partners Wealth Management LLC
Partners Wealth Management LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 136.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
21,850 Amphenol Corporation $APH Shares Bought by Eads & Heald Wealth Management
Eads & Heald Wealth Management raised its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 91.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
GRIMES & Co WEALTH MANAGEMENT LLC Buys 19,192 Shares of Alphabet Inc. $GOOG
GRIMES & Co WEALTH MANAGEMENT LLC boosted its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 18.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Partners Wealth Management LLC Makes New Investment in Meta Platforms, Inc. $META
Partners Wealth Management LLC bought a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 47,672 shares of…
5,106 JPMorgan Chase & Co. $JPM Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 200,189…
GRIMES & Co WEALTH MANAGEMENT LLC Acquires New Stake in MSCI Inc $MSCI
GRIMES & Co WEALTH MANAGEMENT LLC bought a new position in shares of MSCI Inc (NYSE:MSCI - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
GRIMES & Co WEALTH MANAGEMENT LLC Sells 34,201 Shares of Paychex, Inc. $PAYX
GRIMES & Co WEALTH MANAGEMENT LLC lowered its holdings in Paychex, Inc. (NASDAQ:PAYX - Free Report) by 76.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 10,270 shares of the business services…
United Parcel Service, Inc. $UPS Shares Sold by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC lowered its position in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 64.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 12,381 shares of the transportation…
Prediction markets get Democratic win right, with a few surprises
Prediction markets got the big picture right in the US midterm elections, although a few races delivered surprises as Democrats seized control of the Senate and House of Representatives. SCROLL TO CONTINUE WITH CONTENT With more than US$1.48…
Kurita Water Industries 1H Net Y7.40B Vs Net Y17.17B
Kurita Water Industries Ltd. (6370.TO) Japan Half-Year Ended September 30 GROUP 2026 2025 Revenue Y206.86 bln Y189.34 bln Operating Profit Y9.54 bln Y25.41 bln Pretax Profit Y11.22 bln Y25.22 bln Net Profit Y7.40 bln Y17.17 bln Per share Earnings…
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