Clear Creek Financial Management LLC acquired a new stake in Carlisle Companies Incorporated (NYSE:CSL – Free Report) during the 4th quarter, according to its most recent 13F filing with the ...

Annaly Capital Management, Inc. (NYSE:NLY), a diversified capital manager specializing in mortgage finance and corporate middle market lending, has demonstrated resilience in a challenging market ...

Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...

Bill Ackman announced on Saturday that his management company would leave Delaware to reincorporate in Nevada.

Q4 2024 Mark Fitzgibbon, Piper Sandler, inquired about the timeline for regulatory approvals on the Berkshire Hills merger. CEO Perrault said regulators are expected to require year-end numbers for ...

Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.