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.
Nominations sought for Notable Leaders in Wealth Management
Get the free BizTimes email newsletter Stay up-to-date on the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin BizTimes Media is seeking nominations for its upcoming Notable Leaders in Wealth Management…
Straight Path Wealth Management Sells 30,000 Shares of Teva Pharmaceutical Industries Ltd. $TEVA
Straight Path Wealth Management trimmed its position in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA - Free Report) by 37.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.
Western Wealth Management LLC Boosts Stake in NVIDIA Corporation $NVDA
Western Wealth Management LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 300,844 shares of the…
Straight Path Wealth Management Decreases Stake in Pfizer Inc. $PFE
Straight Path Wealth Management reduced its position in Pfizer Inc. (NYSE:PFE - Free Report) by 43.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
SiBone $SIBN Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its position in shares of SiBone (NASDAQ:SIBN - Free Report) by 142,828.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 155,792 shares…
Celestica, Inc. $CLS Stock Holdings Decreased by Straight Path Wealth Management
Straight Path Wealth Management lowered its stake in Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 88.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,350 shares of the technology company's stock…
Robinhood Markets, Inc. $HOOD Position Raised by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 130.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional…
Prestige Wealth Management Group LLC Grows Position in Linde PLC $LIN
Prestige Wealth Management Group LLC raised its position in shares of Linde PLC (NASDAQ:LIN - Free Report) by 373.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Oracle Corporation $ORCL Holdings Boosted by Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 172.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,659…
Western Wealth Management LLC Acquires 7,617 Shares of Microsoft Corporation $MSFT
Western Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Straight Path Wealth Management Sells 7,500 Shares of Bloom Energy Corporation $BE
Straight Path Wealth Management lessened its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 57.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,500 shares of…
Prestige Wealth Management Group LLC Boosts Holdings in Ecolab Inc. $ECL
Prestige Wealth Management Group LLC lifted its stake in Ecolab Inc. (NYSE:ECL - Free Report) by 8,088.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Prestige Wealth Management Group LLC Raises Position in AbbVie Inc. $ABBV
Prestige Wealth Management Group LLC grew its position in AbbVie Inc. (NYSE:ABBV - Free Report) by 42.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Straight Path Wealth Management Sells 5,496 Shares of Tesla, Inc. $TSLA
Straight Path Wealth Management lowered its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 4.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 118,181 shares…
Rocket Lab Corporation $RKLB Shares Sold by Straight Path Wealth Management
Straight Path Wealth Management trimmed its position in shares of Rocket Lab Corporation (NASDAQ:RKLB - Free Report) by 56.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
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