Page 33 - Wealth Managers News Today

Twin Capital Management Inc. decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 24.9% during the fourth quarter, HoldingsChannel reports. The fund owned 14,335 shares of the company’s stock after selling 4,749 shares during the quarter. Eli Lilly and Company comprises about 1.1% of Twin Capital Management Inc.’s investment […]

Mutual of America Capital Management LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 110,902 shares of the company’s stock after selling 5,179 shares during the period. Eli Lilly and Company […]

/PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates its 23 advisor partners named to the...

Bay Harbor Wealth Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 75 shares of the company’s stock, valued at approximately $44,000. A number of other […]

Seelaus Asset Management LLC bought a new stake in Amplify Cybersecurity ETF (NYSEARCA:HACK – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,660 shares of the company’s stock, valued at approximately $221,000. Several other institutional investors also recently modified their […]

Cardinal Capital Management cut its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 34,432 shares of the company’s stock after selling 1,236 shares during the period. Eli Lilly and Company accounts for approximately 3.8% of Cardinal Capital Management’s portfolio, […]

GW Henssler & Associates Ltd. trimmed its holdings in shares of Landstar System, Inc. (NASDAQ:LSTR – Free Report) by 19.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,223 shares of the transportation company’s stock after selling 301 shares during the period. […]

Jefferies forecasts that assets under management of active Indian Wealth Managers will double by FY27 compared to their levels in FY24

RFG Advisory LLC trimmed its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 49.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 352,539 shares of the company’s stock after selling 347,936 shares during the quarter. RFG Advisory […]

RFG Advisory LLC trimmed its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 49.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 352,539 shares of the company’s stock after selling 347,936 shares […]