Page 36 - Wealth Managers News Today

WoodTrust Financial Corp trimmed its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,962 shares of the company’s stock after selling 50 shares during the quarter. WoodTrust Financial Corp’s […]

Dumont & Blake Investment Advisors LLC lowered its stake in shares of SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 2.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 81,275 shares of the company’s stock after selling 2,010 shares during the period. Dumont & Blake Investment Advisors […]

JLB & Associates Inc. reduced its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 17,371 shares of the company’s stock after selling 690 shares during the period. JLB & Associates Inc.’s holdings in Eli Lilly and Company were worth $10,126,000 […]

Bellecapital International Ltd. grew its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,816 shares of the company’s stock after acquiring an additional 68 shares during the period. Bellecapital […]

Pinnacle Associates Ltd. trimmed its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,295 shares of the company’s stock after selling 4,438 shares during the period. Pinnacle Associates Ltd.’s holdings […]

Ritholtz Wealth Management reduced its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 6.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,082 shares of the company’s stock after selling 1,564 shares during the period. Eli Lilly and Company accounts for about […]

Dash Acquisitions Inc. purchased a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 332 shares of the company’s stock, valued at approximately $209,000. Other institutional investors and hedge funds have also bought and sold shares of the company. JGP Wealth Management LLC […]

Keystone Wealth Services LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 17.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 684 shares of the company’s stock after selling 144 shares during the quarter. Keystone Wealth Services LLC’s holdings […]

Bangor Savings Bank decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 3,373 shares of the company’s stock after selling 147 shares during the period. Bangor Savings Bank’s holdings in Eli Lilly […]

Security Financial Services INC. cut its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,082 shares of the company’s stock after selling 29 shares during the quarter. Security Financial […]