Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Wealth Manager Builds Position in Fixed-Income ETF, According to Latest SEC Filing
On April 15, 2026, Gradient Capital Advisors, LLC disclosed a purchase of 52,666 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP 0.20%), an estimated $2.87 million trade based on quarterly average pricing. According to an SEC filing…
AE Wealth Management LLC Sells 230,957 Shares of LXP Industrial Trust $LXP
AE Wealth Management LLC cut its stake in shares of LXP Industrial Trust (NYSE:LXP - Free Report) by 79.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
AE Wealth Management LLC Cuts Stock Holdings in Teva Pharmaceutical Industries Ltd. $TEVA
AE Wealth Management LLC trimmed its holdings in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA - Free Report) by 41.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.
HWB Partners Joins Baird Wealth Management Team
A $1 billion team offering high-net-worth wealth management services (with specialties in sports-focused advisory services) is joining Baird's private wealth management business. HWB Partners is based in Indianapolis and includes directors and…
Revisor Wealth Management LLC Purchases 4,593 Shares of Tesla, Inc. $TSLA
Revisor Wealth Management LLC raised its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 74.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,774…
AE Wealth Management LLC Increases Position in Strategy Inc $MSTR
AE Wealth Management LLC lifted its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 626.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
AE Wealth Management LLC Grows Stake in Johnson & Johnson $JNJ
AE Wealth Management LLC raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 490,135…
Pilgrim's Pride Corporation $PPC Shares Bought by AE Wealth Management LLC
AE Wealth Management LLC raised its position in Pilgrim's Pride Corporation (NASDAQ:PPC - Free Report) by 164.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 60,718 shares of the company's stock after…
AE Wealth Management LLC Sells 10,741 Shares of Crh Plc $CRH
AE Wealth Management LLC decreased its holdings in Crh Plc (NYSE:CRH - Free Report) by 33.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned…
AE Wealth Management LLC Purchases New Holdings in Incyte Corporation $INCY
AE Wealth Management LLC purchased a new stake in Incyte Corporation (NASDAQ:INCY - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 26,995 shares of the biopharmaceutical company's…
AE Wealth Management LLC Acquires 16,489 Shares of ServiceNow, Inc. $NOW
AE Wealth Management LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 432.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,304 shares of the information…
Eli Lilly and Company $LLY Shares Bought by AE Wealth Management LLC
AE Wealth Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 4.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
AE Wealth Management LLC Cuts Stock Holdings in Centrus Energy Corp. $LEU
AE Wealth Management LLC lowered its position in Centrus Energy Corp. (NYSE:LEU - Free Report) by 56.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund…
AE Wealth Management LLC Has $2.52 Million Position in Oklo Inc. $OKLO
AE Wealth Management LLC cut its holdings in shares of Oklo Inc. (NYSE:OKLO - Free Report) by 60.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,121 shares of the…
AE Wealth Management LLC Purchases 7,766 Shares of RenaissanceRe Holdings Ltd. $RNR
AE Wealth Management LLC raised its position in RenaissanceRe Holdings Ltd. (NYSE:RNR - Free Report) by 447.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
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