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Image about RPg Family Wealth Advisory LLC Purchases 794 Shares of Microsoft Co. (NASDAQ:MSFT)

RPg Family Wealth Advisory LLC Purchases 794 Shares of Microsoft Co. (NASDAQ:MSFT)

RPg Family Wealth Advisory LLC boosted its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about Microsoft Co. (NASDAQ:MSFT) Stock Position Raised by Regent Peak Wealth Advisors LLC

Microsoft Co. (NASDAQ:MSFT) Stock Position Raised by Regent Peak Wealth Advisors LLC

Regent Peak Wealth Advisors LLC increased its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image about Apple Inc. (NASDAQ:AAPL) is Regent Peak Wealth Advisors LLC’s 2nd Largest Position

Apple Inc. (NASDAQ:AAPL) is Regent Peak Wealth Advisors LLC’s 2nd Largest Position

Regent Peak Wealth Advisors LLC increased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image about LMG Wealth Partners LLC Buys 5,736 Shares of Microsoft Co. (NASDAQ:MSFT)

LMG Wealth Partners LLC Buys 5,736 Shares of Microsoft Co. (NASDAQ:MSFT)

LMG Wealth Partners LLC boosted its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 21.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image about Apple Inc. (NASDAQ:AAPL) Shares Sold by Unionview LLC

Apple Inc. (NASDAQ:AAPL) Shares Sold by Unionview LLC

Unionview LLC trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.4% during the fourth quarter, Holdings Channel reports. The firm owned 21,018 shares of the iPhone maker’s stock after selling 296... More of this article »
Image about Level Financial Advisors Inc. Sells 1,081 Shares of Apple Inc. (NASDAQ:AAPL)

Level Financial Advisors Inc. Sells 1,081 Shares of Apple Inc. (NASDAQ:AAPL)

Level Financial Advisors Inc. trimmed its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 10.7% in the fourth quarter, Holdings Channel reports. The fund owned 9,037 shares of the iPhone maker’s stock after selling... More of this article »
Image about Apple Inc. (NASDAQ:AAPL) Shares Sold by Dupont Capital Management Corp

Apple Inc. (NASDAQ:AAPL) Shares Sold by Dupont Capital Management Corp

Dupont Capital Management Corp decreased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 11.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image about Microsoft Co. (NASDAQ:MSFT) Position Reduced by Stonegate Investment Group LLC

Microsoft Co. (NASDAQ:MSFT) Position Reduced by Stonegate Investment Group LLC

Stonegate Investment Group LLC lowered its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Requisite Capital Management LLC Trims Stake in Apple Inc. (NASDAQ:AAPL)

Requisite Capital Management LLC Trims Stake in Apple Inc. (NASDAQ:AAPL)

Requisite Capital Management LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image about Wintrust Financial (NASDAQ:WTFC) Given New $113.00 Price Target at Citigroup

Wintrust Financial (NASDAQ:WTFC) Given New $113.00 Price Target at Citigroup

Wintrust Financial (NASDAQ:WTFC – Free Report) had its target price reduced by Citigroup from $115.00 to $113.00 in a research note issued to investors on Monday morning, Benzinga reports. Citigroup currently has a buy rating... More of this article »
Image about Wintrust Financial (NASDAQ:WTFC) Given New $112.00 Price Target at Truist Financial

Wintrust Financial (NASDAQ:WTFC) Given New $112.00 Price Target at Truist Financial

Wintrust Financial (NASDAQ:WTFC – Free Report) had its price target lowered by Truist Financial from $117.00 to $112.00 in a report issued on Monday, Benzinga reports. The firm currently has a buy rating on the bank’s stock. A... More of this article »
Image about Apple Inc. (NASDAQ:AAPL) Holdings Decreased by Planning Center Inc.

Apple Inc. (NASDAQ:AAPL) Holdings Decreased by Planning Center Inc.

Planning Center Inc. decreased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about TIAA Trust National Association Trims Stock Holdings in Apple Inc. (NASDAQ:AAPL)

TIAA Trust National Association Trims Stock Holdings in Apple Inc. (NASDAQ:AAPL)

TIAA Trust National Association reduced its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,810,458... More of this article »
Image about Fenimore Asset Management Inc. Trims Stock Position in Microsoft Co. (NASDAQ:MSFT)

Fenimore Asset Management Inc. Trims Stock Position in Microsoft Co. (NASDAQ:MSFT)

Fenimore Asset Management Inc. cut its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 37.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,367 shares of the software giant’s stock after... More of this article »
Image about Fenimore Asset Management Inc. Trims Stock Holdings in Apple Inc. (NASDAQ:AAPL)

Fenimore Asset Management Inc. Trims Stock Holdings in Apple Inc. (NASDAQ:AAPL)

Fenimore Asset Management Inc. decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 16.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 13,481 shares of the iPhone maker’s stock after... More of this article »