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.
2,500 Invesco QQQ $QQQ Shares Sold by Wealth Management Partners LLC
Wealth Management Partners LLC cut its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 6.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,967 shares of…
Texas Instruments Incorporated $TXN Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 61.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm…
Eli Lilly and Company $LLY Shares Sold by USAdvisors Wealth Management LLC
USAdvisors Wealth Management LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 95.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 286…
Costco Wholesale Corporation $COST Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lessened its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 17.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,365…
7,059 ServiceNow, Inc. $NOW Shares Sold by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC lowered its stake in ServiceNow, Inc. (NYSE:NOW - Free Report) by 58.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
1,482 Micron Technology, Inc. $MU Shares Purchased by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC grew its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 23.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,939…
ConocoPhillips $COP Holdings Lessened by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC trimmed its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 63.3% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 12,568 shares of the energy…
52,739 Microsoft Corporation $MSFT Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The…
3M Company $MMM Shares Acquired by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its position in shares of 3M Company (NYSE:MMM - Free Report) by 173.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,138 shares of the…
Airbnb, Inc. $ABNB Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC trimmed its position in shares of Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 74.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,242 shares…
MetLife, Inc. $MET Stock Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC cut its holdings in shares of MetLife, Inc. (NYSE:MET - Free Report) by 46.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
Accenture PLC $ACN Stock: Axxcess Wealth Management LLC Cuts Holdings
Axxcess Wealth Management LLC trimmed its holdings in shares of Accenture PLC (NYSE:ACN - Free Report) by 81.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,304 shares of the…
39,667 Johnson & Johnson $JNJ Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 44.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Howmet Aerospace Inc. $HWM Stock Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC reduced its holdings in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 70.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 5,627 shares of the company's…
UnitedHealth Group Incorporated $UNH Stock Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 59.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
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