Page 28 - Wealth Managers News Today

Sepio Capital LP acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 500 shares of the company’s stock, valued at approximately $291,000. Several other hedge funds and other institutional investors also […]

Godshalk Welsh Capital Management Inc. acquired a new stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 14,500 shares of the company’s stock, valued at approximately $347,000. Other large investors have […]

Bank of America downgraded shares of AON (NYSE:AON – Free Report) from a neutral rating to an underperform rating in a report published on Wednesday, MarketBeat reports. They currently have $306.00 price target on the financial services provider’s stock, down from their previous price target of $345.00. A number of other research firms also recently […]

Hohimer Wealth Management LLC lowered its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 9.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 47,282 shares of the exchange traded fund’s stock after selling 5,101 shares during the period. Hohimer Wealth Management […]

Commerce Bank lessened its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,102,444 shares of the exchange traded fund’s stock after selling 44,208 shares during […]

/PRNewswire/ -- Presidio Capital Management, one of San Diegos leading wealth management firms, is proud to announce that Ryan Sandler, CFA has joined the...

EverSource Wealth Advisors LLC reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.4% in the 4th quarter, HoldingsChannel reports. The firm owned 3,089 shares of the company’s stock after selling 43 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $1,801,000 as of […]

Investegate announcements from Director / PDMR Dealing

Norges Bank acquired a new position in Aon plc (NYSE:AON – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,453,610 shares of the financial services provider’s stock, valued at approximately $423,030,000. Norges Bank owned 0.73% of AON as […]

Coldstream Capital Management Inc. increased its stake in Aon plc (NYSE:AON – Free Report) by 44.7% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,409 shares of the financial services provider’s stock after buying an additional 1,670 shares during the quarter. Coldstream Capital Management Inc.’s holdings in […]