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.
Woodward, Inc. $WWD Shares Sold by Graybill Wealth Management LTD.
Graybill Wealth Management LTD. cut its holdings in Woodward, Inc. (NASDAQ:WWD - Free Report) by 29.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned…
Graybill Wealth Management LTD. Makes New Investment in QXO, Inc. $QXO
Graybill Wealth Management LTD. acquired a new position in QXO, Inc. (NYSE:QXO - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 196,178 shares of the…
Graybill Wealth Management LTD. Makes New Investment in Waters Corporation $WAT
Graybill Wealth Management LTD. bought a new stake in Waters Corporation (NYSE:WAT - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Graybill Wealth Management LTD. Raises Position in Becton, Dickinson and Company $BDX
Graybill Wealth Management LTD. increased its holdings in Becton, Dickinson and Company (NYSE:BDX - Free Report) by 47.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
Graybill Wealth Management LTD. Sells 24,240 Shares of Williams Companies, Inc. (The) $WMB
Graybill Wealth Management LTD. decreased its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB - Free Report) by 23.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 80,734 shares of the pipeline…
Tcfg Wealth Management LLC Boosts Stake in Amazon.com, Inc. $AMZN
Tcfg Wealth Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 14.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 32,554 shares…
WJ Wealth Management LLC Cuts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
WJ Wealth Management LLC cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 43.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,659…
Apple Inc. $AAPL Shares Acquired by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 34.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 84,385 shares of…
Tcfg Wealth Management LLC Boosts Position in Visa Inc. $V
Tcfg Wealth Management LLC raised its stake in Visa Inc. (NYSE:V - Free Report) by 312.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 38,046 shares of the…
Tesla, Inc. $TSLA Position Increased by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 1,552.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Tcfg Wealth Management LLC Buys 26,388 Shares of Mastercard Incorporated $MA
Tcfg Wealth Management LLC increased its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 2,364.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 27,504 shares of the credit services…
Tcfg Wealth Management LLC Buys 16,921 Shares of Strategy Inc $MSTR
Tcfg Wealth Management LLC boosted its stake in Strategy Inc (NASDAQ:MSTR - Free Report) by 1,445.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor…
Tcfg Wealth Management LLC Invests $4.42 Million in Starbucks Corporation $SBUX
Tcfg Wealth Management LLC bought a new stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 52,211 shares of the coffee company's…
Tcfg Wealth Management LLC Buys Shares of 18,347 Intuit Inc. $INTU
Tcfg Wealth Management LLC bought a new position in shares of Intuit Inc. (NASDAQ:INTU - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought…
Opes Wealth Management LLC Reduces Stock Holdings in Netflix, Inc. $NFLX
Opes Wealth Management LLC lessened its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 96.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 718 shares of the…
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