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.
ASK Asset & Wealth Management gets SEBI nod for mutual fund operations
ASK Asset & Wealth Management Group has received regulatory approval from the Securities and Exchange Board of India (SEBI) to begin operating as an investment manager for mutual funds in India. The company previously received in-principle…
Maridea Wealth Management LLC Takes Position in Mastercard Incorporated $MA
Maridea Wealth Management LLC bought a new stake in Mastercard Incorporated (NYSE:MA - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,331…
Axxcess Wealth Management LLC Buys 1,832 Shares of Caterpillar Inc. $CAT
Axxcess Wealth Management LLC boosted its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 9.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,816 shares…
Oracle Corporation $ORCL Shares Purchased by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC boosted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 17.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
The Home Depot, Inc. $HD Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC grew its holdings in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Bank of America Corporation $BAC Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lifted its holdings in shares of Bank of America Corporation (NYSE:BAC - Free Report) by 6.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 224,711…
Maridea Wealth Management LLC Boosts Stock Holdings in McDonald's Corporation $MCD
Maridea Wealth Management LLC increased its position in McDonald's Corporation (NYSE:MCD - Free Report) by 174.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Exxon Mobil Corporation $XOM Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its position in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 7.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.
Axxcess Wealth Management LLC Increases Stake in Palantir Technologies Inc. $PLTR
Axxcess Wealth Management LLC grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 6.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Maridea Wealth Management LLC Trims Stake in Cipher Mining Inc. $CIFR
Maridea Wealth Management LLC reduced its stake in Cipher Mining Inc. (NASDAQ:CIFR - Free Report) by 22.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
King Wealth Management Group Raises Stock Position in Cigna Group $CI
King Wealth Management Group grew its stake in shares of Cigna Group (NYSE:CI - Free Report) by 70.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,692…
Verizon Communications Inc. $VZ Holdings Lifted by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC raised its position in Verizon Communications Inc. (NYSE:VZ - Free Report) by 24.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 176,454…
Maridea Wealth Management LLC Sells 70,727 Shares of IREN Limited $IREN
Maridea Wealth Management LLC cut its holdings in IREN Limited (NASDAQ:IREN - Free Report) by 20.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 268,174 shares of…
24,375 Shares in Trex Company, Inc. $TREX Acquired by Maridea Wealth Management LLC
Maridea Wealth Management LLC bought a new stake in Trex Company, Inc. (NYSE:TREX - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 24,375 shares of the…
Axxcess Wealth Management LLC Purchases 2,374 Shares of Thermo Fisher Scientific Inc. $TMO
Axxcess Wealth Management LLC boosted its position in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 9.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
Receive a Daily briefing on Wealth Management Industry News
Get Started