Page 35 - Wealth Managers News Today

In 2023, Old Mutual Wealth consolidated its high-net-worth business behind a unified proposition: Private Clients by Old Mutual Wealth.

KG&L Capital Management LLC lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 24.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,417 shares of the company’s stock after purchasing an additional 878 shares during […]

/PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, welcomed a fleet of new advisors and teams in the months...

Steward Partners Kicks Off 2024 With Over $1 Billion In New Client Assets

BetterWealth LLC grew its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,909,389 shares of the company’s stock after buying an additional 227,639 shares […]

UMB Bank n.a. lessened its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 10.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 133,678 shares of the company’s stock after selling 15,981 shares during the quarter. Eli Lilly and Company makes up 1.1% of UMB Bank n.a.’s investment portfolio, making the […]

Leavell Investment Management Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,726 shares of the company’s stock after purchasing an additional 176 shares during the period. Leavell Investment Management Inc.’s holdings […]

In his last role he was head of UK wholesale at Franklin Templeton

Beacon Financial Advisory LLC grew its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 50.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,893 shares of the company’s stock after acquiring an additional 5,316 shares […]

Dumont & Blake Investment Advisors LLC lowered its position in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 81,275 shares of the company’s stock after selling 2,010 […]