Perigon Wealth Management LLC Reduces Position in Lantern …

4 days ago · Perigon Wealth Management LLC trimmed its stake in Lantern Pharma Inc. (NASDAQ:LTRN – Free Report) by 49.5% during the fourth quarter, according to its most …

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Perigon Wealth Management LLC Reduces Position In Lantern …

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4 days ago · Perigon Wealth Management LLC trimmed its stake in Lantern Pharma Inc. (NASDAQ:LTRN – Free Report) by 49.5% during the fourth quarter, according to its most …

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Perigon Wealth Management LLC Invests $211,000 In Raymond …

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4 days ago · Perigon Wealth Management LLC Reduces Position in Lantern Pharma Inc. (NASDAQ:LTRN) Perigon Wealth Management LLC Purchases Shares of 18,567 Wipro …

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Perigon Wealth Management LLC Reduces Position In

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Jan 28, 2025 · Perigon Wealth Management LLC lowered its stake in Blackstone Inc. (NYSE:BX - Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The …

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Perigon Wealth Management LLC Sells 2,694 Shares Of

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Jan 29, 2025 · Perigon Wealth Management LLC trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.9% during the 4th quarter, according to its most recent …

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PERIGON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

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Perigon Rises From 56 To 42 San Francisco Business Times

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Nov 6, 2024 · Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …

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Perigon Wealth Management LLC Trims Stock Holdings In Meta

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Feb 1, 2025 · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

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Perigon Wealth Management LLC Raises Position In HashiCorp, Inc ...

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Jan 28, 2025 · Perigon Wealth Management LLC increased its position in shares of HashiCorp, Inc. (NASDAQ:HCP - Free Report) by 42.7% during the 4th quarter, according to the company …

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Executive Director, Head Of Operational Strategy - LinkedIn

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Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …

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Perigon Wealth Management LLC Has $200,000 Stake In Take-Two ...

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4 days ago · Perigon Wealth Management LLC reduced its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 16.9% in the fourth quarter, …

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Perigon Wealth Management LLC Has $868,000 Position In

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Jan 31, 2025 · Perigon Wealth Management LLC raised its position in Lennar Co. (NYSE:LEN - Free Report) by 126.5% in the 4th quarter, according to its most recent Form 13F filing with …

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Perigon Wealth Management LLC Reduces Position In Liberty …

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4 days ago · Perigon Wealth Management LLC trimmed its holdings in Liberty Energy Inc. (NYSE:LBRT – Free Report) by 21.9% during the 4th quarter, Holdings Channel.com reports. …

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FAQs about Perigon Wealth Management LLC Reduces Position in Lantern … Coupon?

Does perigon Wealth Management LLC own Lantern Pharma?

Perigon Wealth Management LLC’s holdings in Lantern Pharma were worth $47,000 at the end of the most recent quarter. A number of other hedge funds have also recently modified their holdings of LTRN. Dimensional Fund Advisors LP grew its holdings in shares of Lantern Pharma by 55.7% in the 2nd quarter. ...

Does perigon wealth management own Wipro Limited?

Perigon Wealth Management LLC acquired a new position in Wipro Limited (NYSE:WIT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 18,567 shares of the information technology services provider’s stock, valued at approximately $61,000. ...

Who is perigon wealth management?

Perigon Wealth Management is a large advisory firm with 3498 clients and discretionary assets under management (AUM) of $4,043,963,049 (Form ADV from 2023-04-26). Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. ...

Does perigon wealth management own Take-Two Interactive Software?

Perigon Wealth Management LLC reduced its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 16.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,091 shares of the company’s stock after selling 222 shares during the […] ...

Did perigon wealth management buy East West Bancorp (ewbc)?

Perigon Wealth Management LLC purchased a new position in shares of East West Bancorp, Inc. (NASDAQ:EWBC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). ...

What is perigon wealth management's biggest holding?

Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. Perigon Wealth Management's largest holding is Apple Inc with shares held of 813,564. ...