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.
Hang Seng Bank grows wealth network despite Beijing's tighter capital scrutiny
Hang Seng Bank says it continues to invest in its wealth centre network to capture growing demand from high-net-worth clients, even as Hong Kong's wealth management industry faces uncertainty amid Beijing's tighter scrutiny of mainland Chinese…
Northwestern Mutual Wealth Management Co. Makes New Investment in Prologis, Inc. $PLD
Northwestern Mutual Wealth Management Co. acquired a new position in shares of Prologis, Inc. (NYSE:PLD - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Apple Inc. $AAPL Position Lessened by Arista Wealth Management LLC
Arista Wealth Management LLC reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,540…
Axxcess Wealth Management LLC Increases Holdings in Invesco QQQ $QQQ
Axxcess Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 6.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Northwestern Mutual Wealth Management Co. Buys Shares of 9,613 Vertex Pharmaceuticals Incorporated $VRTX
Northwestern Mutual Wealth Management Co. bought a new position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought…
WT Wealth Management Buys 3,138 Shares of Tesla, Inc. $TSLA
WT Wealth Management raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 39.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Northwestern Mutual Wealth Management Co. Purchases New Position in Quest Diagnostics Incorporated $DGX
Northwestern Mutual Wealth Management Co. acquired a new position in shares of Quest Diagnostics Incorporated (NYSE:DGX - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and…
Invesco QQQ $QQQ Shares Purchased by Ascentis Wealth Management LLC
Ascentis Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 13,368.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 35,288 shares of the exchange traded…
Alphabet Inc. $GOOG Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned…
MercadoLibre, Inc. $MELI Shares Bought by Asset One Wealth Management LLC
Asset One Wealth Management LLC grew its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 408.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,680 shares of…
Orgel Wealth Management LLC Acquires Shares of 3,630 NVIDIA Corporation $NVDA
Orgel Wealth Management LLC bought a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,630 shares of the…
MFG Wealth Management Inc. Acquires 5,594 Shares of Microsoft Corporation $MSFT
MFG Wealth Management Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 186.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Takes Position in Honeywell Aerospace $HONA
Northwestern Mutual Wealth Management Co. acquired a new stake in Honeywell Aerospace (NASDAQ:HONA - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 45,116 shares of the company's stock, valued…
2,333 Shares in Microsoft Corporation $MSFT Purchased by Puff Wealth Management LLC
Puff Wealth Management LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
9,136 Shares in AbbVie Inc. $ABBV Acquired by VCI Wealth Management LLC
VCI Wealth Management LLC purchased a new position in AbbVie Inc. (NYSE:ABBV - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 9,136 shares of the…
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