Clearstead Strengthens Its Position in Wealth Management with New Philadelphia Team Acquisition#USA#Philadelphia#Clearstead_Advisors#myCIO_Wealth_Partners
Clearstead Strengthens Its Position in Wealth Management with New Philadelphia Team Acquisition
Clearstead Advisors enhances its footprint in wealth management by acquiring a seasoned team in Philadelphia, bolstering its capabilities.
third-news.com
July 1, 2026 at 12:22 PM
Clearstead Strengthens Its Position in Wealth Management with New Philadelphia Team Acquisition#USA#Philadelphia#Clearstead_Advisors#myCIO_Wealth_Partners
Thank you to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
March 19, 2026 at 5:15 PM
Thank you to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
Thank you to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
March 2, 2026 at 8:02 PM
Thank you to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
People Moves
$62B RIA Clearstead Hires M&A Head +
Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.
$62B RIA Clearstead Hires M&A Head +
Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.
People Moves: $62B Clearstead Hires M&A Head
Also, Raymond James hires an ETF strategy head, Cetera taps a growth lead from Fidelity, Harbourfront names a new CEO, and Rossby hires a compliance chief.
spr.ly
April 23, 2026 at 11:00 PM
People Moves
$62B RIA Clearstead Hires M&A Head +
Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.
$62B RIA Clearstead Hires M&A Head +
Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.
Thank you once again to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
March 29, 2026 at 12:01 PM
Thank you once again to Avalon Trust for supporting Save The Bay’s Hamilton Family Aquarium as the Community Access Sponsor for the month of March!
https://clearstead.com/clearstead-avalon-trust/
https://clearstead.com/clearstead-avalon-trust/
NewEdge Wealth LLC Takes Position in NNN REIT, Inc. $NNN
NewEdge Wealth LLC purchased a new stake in NNN REIT, Inc. (NYSE:NNN – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 13,125 shares of the real estate investment trust’s stock, valued at approximately $611,000.…
NewEdge Wealth LLC purchased a new stake in NNN REIT, Inc. (NYSE:NNN – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 13,125 shares of the real estate investment trust’s stock, valued at approximately $611,000.…
NewEdge Wealth LLC Takes Position in NNN REIT, Inc. $NNN
NewEdge Wealth LLC purchased a new stake in NNN REIT, Inc. (NYSE:NNN – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 13,125 shares of the real estate investment trust’s stock, valued at approximately $611,000. Other hedge funds have also recently added to or reduced their stakes in the company. Clearstead Trust LLC [...]
news-area.com
August 23, 2026 at 9:28 PM
NewEdge Wealth LLC Takes Position in NNN REIT, Inc. $NNN
NewEdge Wealth LLC purchased a new stake in NNN REIT, Inc. (NYSE:NNN – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 13,125 shares of the real estate investment trust’s stock, valued at approximately $611,000.…
NewEdge Wealth LLC purchased a new stake in NNN REIT, Inc. (NYSE:NNN – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 13,125 shares of the real estate investment trust’s stock, valued at approximately $611,000.…
1,018 Shares in Equinix, Inc. $EQIX Bought by Clearstead Trust LLC
Clearstead Trust LLC purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Clearstead Trust LLC purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
1,018 Shares in Equinix, Inc. $EQIX Bought by Clearstead Trust LLC
Clearstead Trust LLC purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,018 shares of the financial services provider’s stock, valued at approximately $1,061,000. Several other large investors have also bought [...]
news-area.com
August 16, 2026 at 8:58 PM
1,018 Shares in Equinix, Inc. $EQIX Bought by Clearstead Trust LLC
Clearstead Trust LLC purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Clearstead Trust LLC purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor…
Clearstead Trust LLC Takes Position in Automatic Data Processing, Inc. $ADP
Clearstead Trust LLC bought a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought…
Clearstead Trust LLC bought a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought…
Clearstead Trust LLC Takes Position in Automatic Data Processing, Inc. $ADP
Clearstead Trust LLC bought a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 14,838 shares of the business services provider’s stock, valued at approximately $3,323,000. A number of other hedge funds have also [...]
news-area.com
August 16, 2026 at 8:58 PM
Clearstead Trust LLC Takes Position in Automatic Data Processing, Inc. $ADP
Clearstead Trust LLC bought a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought…
Clearstead Trust LLC bought a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought…
Clearstead Trust LLC Takes $3.02 Million Position in Danaher Corporation $DHR
Clearstead Trust LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Clearstead Trust LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Clearstead Trust LLC Takes $3.02 Million Position in Danaher Corporation $DHR
Clearstead Trust LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,194 shares of the conglomerate’s stock, valued at approximately $3,020,000. Several other hedge funds have also [...]
news-area.com
August 16, 2026 at 8:58 PM
Clearstead Trust LLC Takes $3.02 Million Position in Danaher Corporation $DHR
Clearstead Trust LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
Clearstead Trust LLC bought a new stake in Danaher Corporation (NYSE:DHR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission…
8,200 Shares in Consolidated Edison Inc $ED Bought by Clearstead Trust LLC
Clearstead Trust LLC bought a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 8,200 shares of the utilities provider’s…
Clearstead Trust LLC bought a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 8,200 shares of the utilities provider’s…
8,200 Shares in Consolidated Edison Inc $ED Bought by Clearstead Trust LLC
Clearstead Trust LLC bought a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 8,200 shares of the utilities provider’s stock, valued at approximately $907,000. A number of other hedge funds also recently added to or reduced their stakes in ED. Sachetta LLC [...]
news-area.com
August 16, 2026 at 8:58 PM
8,200 Shares in Consolidated Edison Inc $ED Bought by Clearstead Trust LLC
Clearstead Trust LLC bought a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 8,200 shares of the utilities provider’s…
Clearstead Trust LLC bought a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 8,200 shares of the utilities provider’s…
Clearstead Trust LLC Acquires 54,272 Shares of Capital Group International Focus Equity ETF $CGXU
Clearstead Trust LLC raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 234.8% during the 1st quarter, according to the company in its most…
Clearstead Trust LLC raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 234.8% during the 1st quarter, according to the company in its most…
Clearstead Trust LLC Acquires 54,272 Shares of Capital Group International Focus Equity ETF $CGXU
Clearstead Trust LLC raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 234.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 77,390 shares of the company’s stock after purchasing an additional 54,272 shares [...]
news-area.com
July 17, 2026 at 9:00 PM
Clearstead Trust LLC Acquires 54,272 Shares of Capital Group International Focus Equity ETF $CGXU
Clearstead Trust LLC raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 234.8% during the 1st quarter, according to the company in its most…
Clearstead Trust LLC raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 234.8% during the 1st quarter, according to the company in its most…
Clearstead Advisors has scooped up a nine-person advisory team from myCIO Wealth Partners to run a new office in Philadelphia in the Cleveland-based firm’s latest private equity-backed expansion.
www.crainscleveland.com/accounting-c...
www.crainscleveland.com/accounting-c...
Clearstead acquires $5.1B advisory team to lead new Philadelphia office
Clearstead Advisors has expanded to Philadelphia with a nine-person team brought over from a firm called myCIO.
www.crainscleveland.com
July 1, 2026 at 6:42 PM
Clearstead Advisors has scooped up a nine-person advisory team from myCIO Wealth Partners to run a new office in Philadelphia in the Cleveland-based firm’s latest private equity-backed expansion.
www.crainscleveland.com/accounting-c...
www.crainscleveland.com/accounting-c...
Clearstead Advisors has hired a new executive to oversee M&A efforts as it continues to lean into strategic deals as part of its growth strategy.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Clearstead recruits Acrisure vet as its new head of M&A
The Cleveland-based registered investment adviser hired Shaun McCracken to the new role of executive director of mergers and acquisitions.
www.crainscleveland.com
April 23, 2026 at 8:27 PM
Clearstead Advisors has hired a new executive to oversee M&A efforts as it continues to lean into strategic deals as part of its growth strategy.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
After 88 years in business, Third Federal Savings and Loan Association of Cleveland is branching into wealth management services.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Clearstead partnership brings wealth management to 88-year-old bank
Third Federal Savings and Loan Association of Cleveland has entered into a partnership with one of Northeast Ohio’s largest registered investment advisors, Clearstead Advisors.
www.crainscleveland.com
March 26, 2026 at 8:48 PM
After 88 years in business, Third Federal Savings and Loan Association of Cleveland is branching into wealth management services.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Clearstead Advisors is supporting its growth strategy in the Pacific Northwest with its first acquisition of 2026.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Clearstead Advisors buys Seattle firm serving ultra-high-net-worth clients
Clearstead Advisors, a Cleveland-based registered investment adviser, announced that it has purchased The Clarius Group, an RIA headquartered in Seattle, Washington, serving the ultra-high-net-worth c...
www.crainscleveland.com
February 3, 2026 at 6:31 PM
Clearstead Advisors is supporting its growth strategy in the Pacific Northwest with its first acquisition of 2026.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Following company growth and a leadership transition that took effect at the start of the year, Clearstead Advisors has made a new addition to its board, which is also filling the newly created role of executive chairman.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Clearstead elects new executive chairman
Clearstead Advisors has made a new addition to its board, who is also filling the newly created role of executive chairman. He joins from First Republic Bank.
www.crainscleveland.com
March 14, 2025 at 6:33 PM
Following company growth and a leadership transition that took effect at the start of the year, Clearstead Advisors has made a new addition to its board, which is also filling the newly created role of executive chairman.
www.crainscleveland.com/banking-fina...
www.crainscleveland.com/banking-fina...
Alphabet Inc. (NASDAQ:GOOGL) is Clearstead Trust LLC’s 10th Largest Position Clearstead Trust LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.6% in the fir...
#Economics #SEC #Filing #Articles
Origin | Interest | Match
#Economics #SEC #Filing #Articles
Origin | Interest | Match
Alphabet Inc. (NASDAQ:GOOGL) is Clearstead Trust LLC’s 10th Largest Position
Clearstead Trust LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,962 shares of the information services provider’s stock after selling 1,575 shares during the […]
reporter.am
August 11, 2025 at 10:39 AM
Clearstead Trust LLC Sells 68 Shares of Linde PLC (NASDAQ:LIN) Clearstead Trust LLC cut its stake in Linde PLC (NASDAQ:LIN – Free Report) by 1.0% in the 1st quarter, according to its most recent ...
#Banking #SEC #Filing #Articles
Origin | Interest | Match
#Banking #SEC #Filing #Articles
Origin | Interest | Match
Clearstead Trust LLC Sells 68 Shares of Linde PLC (NASDAQ:LIN)
Clearstead Trust LLC cut its stake in Linde PLC (NASDAQ:LIN – Free Report) by 1.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,491 shares of the basic materials company’s stock after selling 68 shares during the quarter. Linde comprises about 0.7% of […]
www.tickerreport.com
August 4, 2025 at 1:35 PM
Clearstead Trust LLC Grows Stock Position in Invesco QQQ (NASDAQ:QQQ) Clearstead Trust LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.1% in the 1st quarter, Holdings Channel.co...
#Economics #SEC #Filing #Articles
Origin | Interest | Match
#Economics #SEC #Filing #Articles
Origin | Interest | Match
Clearstead Trust LLC Grows Stock Position in Invesco QQQ (NASDAQ:QQQ)
Clearstead Trust LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 145,887 shares of the exchange traded fund’s stock after purchasing an additional 5,745 shares during the period. Invesco QQQ comprises approximately 15.2% of Clearstead Trust LLC’s holdings, making the stock […]
reporter.am
August 4, 2025 at 8:31 AM
Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Clearstead Trust LLC Clearstead Trust LLC lifted ...
https://www.etfdailynews.com/2025/04/17/amazon-com-inc-nasdaqamzn-shares-bought-by-clearstead-trust-llc/
#Markets #SEC #Filing #Articles
Event Attributes
https://www.etfdailynews.com/2025/04/17/amazon-com-inc-nasdaqamzn-shares-bought-by-clearstead-trust-llc/
#Markets #SEC #Filing #Articles
Event Attributes
Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Clearstead Trust LLC
Clearstead Trust LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 5.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 62,533 shares of the e-commerce giant’s stock after acquiring an additional 3,177 shares during the period. Amazon.com accounts for 3.0% of Clearstead Trust LLC’s investment portfolio, making the stock its 8th biggest holding. […]
www.etfdailynews.com
April 17, 2025 at 12:07 PM
Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Clearstead Trust LLC Clearstead Trust LLC lifted ...
https://www.etfdailynews.com/2025/04/17/amazon-com-inc-nasdaqamzn-shares-bought-by-clearstead-trust-llc/
#Markets #SEC #Filing #Articles
Event Attributes
https://www.etfdailynews.com/2025/04/17/amazon-com-inc-nasdaqamzn-shares-bought-by-clearstead-trust-llc/
#Markets #SEC #Filing #Articles
Event Attributes
Clearstead Trust LLC Has $13.72 Million Position in Amazon.com, Inc. (NASDAQ:AMZN) Clearstead Tru...
https://www.defenseworld.net/2025/04/17/clearstead-trust-llc-has-13-72-million-position-in-amazon-com-inc-nasdaqamzn.html
#Companies #SEC #Filing #Articles
Event Attributes
https://www.defenseworld.net/2025/04/17/clearstead-trust-llc-has-13-72-million-position-in-amazon-com-inc-nasdaqamzn.html
#Companies #SEC #Filing #Articles
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April 17, 2025 at 11:41 AM
Clearstead Trust LLC Has $13.72 Million Position in Amazon.com, Inc. (NASDAQ:AMZN) Clearstead Tru...
https://www.defenseworld.net/2025/04/17/clearstead-trust-llc-has-13-72-million-position-in-amazon-com-inc-nasdaqamzn.html
#Companies #SEC #Filing #Articles
Event Attributes
https://www.defenseworld.net/2025/04/17/clearstead-trust-llc-has-13-72-million-position-in-amazon-com-inc-nasdaqamzn.html
#Companies #SEC #Filing #Articles
Event Attributes
Clearstead Advisors, a Cleveland-based registered investment advisor with $68 billion in client assets, has acquired a nine-person Philadelphia-based team from RIA myCIO Wealth Partners.
Clearstead Acquires $2.6B Team From myCIO Wealth
The nine-person Philadelphia-based team will join the $68 billion RIA, marking its second major acquisition this year
spr.ly
July 1, 2026 at 3:00 PM
Clearstead Advisors, a Cleveland-based registered investment advisor with $68 billion in client assets, has acquired a nine-person Philadelphia-based team from RIA myCIO Wealth Partners.
Clearstead Advisors, a Cleveland-based registered investment advisor with $55 billion in assets under advisement, has acquired The Clarius Group, a Seattle-based multi-family office RIA with about $5.1 billion in assets under management.
Clearstead Acquires $5.1B The Clarius Group
The Clarius Group expands Clearstead’s family office services and its presence in the Pacific Northwest.
spr.ly
February 3, 2026 at 6:11 PM
Clearstead Advisors, a Cleveland-based registered investment advisor with $55 billion in assets under advisement, has acquired The Clarius Group, a Seattle-based multi-family office RIA with about $5.1 billion in assets under management.