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.
Walmart Inc. $WMT Shares Bought by MOKAN Wealth Management Inc.
MOKAN Wealth Management Inc. increased its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 28.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 55,585…
MOKAN Wealth Management Inc. Trims Position in Gilead Sciences, Inc. $GILD
MOKAN Wealth Management Inc. trimmed its position in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 62.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
MOKAN Wealth Management Inc. Has $3.15 Million Holdings in ConocoPhillips $COP
MOKAN Wealth Management Inc. lessened its holdings in ConocoPhillips (NYSE:COP - Free Report) by 26.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 33,339 shares of the…
MOKAN Wealth Management Inc. Acquires Shares of 1,312 W.W. Grainger, Inc. $GWW
MOKAN Wealth Management Inc. acquired a new stake in shares of W.W. Grainger, Inc. (NYSE:GWW - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
17,686 Shares in A. O. Smith Corporation $AOS Bought by MOKAN Wealth Management Inc.
MOKAN Wealth Management Inc. bought a new stake in A. O. Smith Corporation (NYSE:AOS - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought…
82,600 Shares in Fluor Corporation $FLR Purchased by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC bought a new stake in Fluor Corporation (NYSE:FLR - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 82,600 shares of the construction company's…
Quadrant Private Wealth Management LLC Acquires 4,306 Shares of Salesforce Inc. $CRM
Quadrant Private Wealth Management LLC grew its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 22.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Quadrant Private Wealth Management LLC Sells 5,999 Shares of Snowflake Inc. $SNOW
Quadrant Private Wealth Management LLC reduced its stake in Snowflake Inc. (NYSE:SNOW - Free Report) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
Cisco Systems, Inc. $CSCO Position Cut by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 74.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Quadrant Private Wealth Management LLC Acquires Shares of 36,413 CoreWeave Inc. $CRWV
Quadrant Private Wealth Management LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional…
MOKAN Wealth Management Inc. Invests $1.24 Million in Cognizant Technology Solutions Corporation $CTSH
MOKAN Wealth Management Inc. purchased a new stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
MOKAN Wealth Management Inc. Has $318,000 Stock Position in UnitedHealth Group Incorporated $UNH
MOKAN Wealth Management Inc. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 89.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The…
Quadrant Private Wealth Management LLC Has $3.38 Million Holdings in Starbucks Corporation $SBUX
Quadrant Private Wealth Management LLC increased its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 58.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Quadrant Private Wealth Management LLC Buys New Stake in Tri Continental Corporation $TY
Quadrant Private Wealth Management LLC purchased a new position in shares of Tri Continental Corporation (NYSE:TY - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
Quadrant Private Wealth Management LLC Purchases 10,813 Shares of International Business Machines Corporation $IBM
Quadrant Private Wealth Management LLC raised its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 604.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm…
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