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.
Broadcom Inc. $AVGO Position Decreased by Stillwater Wealth Management Group
Stillwater Wealth Management Group reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 10.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional…
Broadcom Inc. $AVGO Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 10.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 205,123 shares of the semiconductor…
9,390 Shares in Welltower Inc. $WELL Acquired by High Point Wealth Management LLC
High Point Wealth Management LLC purchased a new position in Welltower Inc. (NYSE:WELL - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 9,390 shares of the real…
35,556 Shares in Southern Company (The) $SO Bought by High Point Wealth Management LLC
High Point Wealth Management LLC purchased a new position in shares of Southern Company (The) (NYSE:SO - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
High Point Wealth Management LLC Takes Position in Consolidated Edison Inc $ED
High Point Wealth Management LLC bought a new stake in Consolidated Edison Inc (NYSE:ED - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 22,047 shares of the utilities…
Kingsman Wealth Management Inc. Has $29.44 Million Holdings in NVIDIA Corporation $NVDA
Kingsman Wealth Management Inc. reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned…
Caterpillar Inc. $CAT Shares Sold by Stockman Wealth Management Inc.
Stockman Wealth Management Inc. lessened its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 6.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 36,606 shares of the industrial products company's stock…
Pursuit Wealth Management LLC Purchases Shares of 1,271 Meta Platforms, Inc. $META
Pursuit Wealth Management LLC purchased a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…
NVIDIA Corporation $NVDA Stock Position Lifted by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund…
Netflix, Inc. $NFLX Shares Bought by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 898.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
ExxonMobil Corporation $XOM Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC increased its stake in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 5.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Ubiquiti Inc. $UI Shares Sold by Segment Wealth Management LLC
Segment Wealth Management LLC lowered its position in Ubiquiti Inc. (NYSE:UI - Free Report) by 34.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,984 shares of the company's stock…
Focused Wealth Management Inc Boosts Stake in Invesco QQQ $QQQ
Focused Wealth Management Inc raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Amazon.com, Inc. $AMZN Shares Acquired by Venturi Wealth Management LLC
Venturi Wealth Management LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned…
Apple Inc. $AAPL Shares Purchased by CCG Wealth Management LLC
CCG Wealth Management LLC raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 30.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Receive a Daily briefing on Wealth Management Industry News
Get Started