Live Breaking News & Updates on Wealth advisory

Syon Capital LLC Grows Position in Microsoft Co. (NASDAQ:MSFT)

Syon Capital LLC lifted its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 26.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,893 shares of the software giant’s stock after buying an additional 15,946 shares during the […]

Canada , Judson-althoff , Kathleent-hogan , Microsoft-co , Microsoft , Kathleens-wright-associates-inc , Paypay-securities-corp , Royal-bank , Exchange-commission , Microsoft-corporation , Keycorp , Citigroup

Microsoft Co. (NASDAQ:MSFT) Shares Sold by Supplemental Annuity Collective Trust of NJ

Supplemental Annuity Collective Trust of NJ reduced its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 60,500 shares of the software giant’s stock after selling 2,100 shares during the quarter. Microsoft accounts for 7.9% […]

Canada , Kathleent-hogan , Judson-althoff , Microsoft , Morgan-stanley , Microsoft-co , Supplemental-annuity-collective , Securities-exchange-commission , Exchange-commission , Microsoft-corporation , Barclays , Royal-bank

Cantor Fitzgerald Investment Advisors L.P. Takes Position in 3M (NYSE:MMM)

Cantor Fitzgerald Investment Advisors L.P. acquired a new stake in shares of 3M (NYSE:MMM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,216 shares of the conglomerate’s stock, valued at approximately $242,000. Several other institutional investors and hedge funds have […]

United-states , Canada , Kokusai-asset-management-co , Wealthplan-investment-management , M-company-profile , Citigroup , Mitsubishi-ufj , Authentikos-wealth-advisory , M-company , Wealthspire-advisors , Royal-bank

3M (NYSE:MMM) Holdings Lifted by Hilltop Holdings Inc.

Hilltop Holdings Inc. increased its holdings in 3M (NYSE:MMM – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,473 shares of the conglomerate’s stock after acquiring an additional 730 shares during the period. Hilltop Holdings […]

United-states , America , M-company , Financial-services , Visionpoint-advisory-group , Jpmorgan-chase-co , Cape-investment-advisory-inc , Citigroup , Exchange-commission , Milestone-investment-advisors , Authentikos-wealth-advisory

Evermay Wealth Management LLC Has $359,000 Stock Holdings in Netflix, Inc. (NASDAQ:NFLX)

Evermay Wealth Management LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 718.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 737 shares of the Internet television network’s stock after buying an additional 647 shares during […]

Davida-hyman , Gregoryk-peters , Needham-company , Netflix , Evermay-wealth-management , Bear-mountain-capital-inc , Nasdaq , Pacifica-partners-inc , Netflix-inc , Blue-bell-private-wealth-management , Keycorp

Walmart Inc. (NYSE:WMT) Shares Acquired by Mitchell Sinkler & Starr PA

Mitchell Sinkler & Starr PA increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,458 shares of the retailer’s stock after acquiring an additional 795 shares […]

Johnr-furner , Mitchell-sinkler-starr , Ceoc-douglas-mcmillon , Walmart-inc , Sam-club , Morgan-stanley , Partnership-wealth-management , Walmart , Signature-resources-capital-management , Authentikos-wealth-advisory , Walmart-neighborhood-market , Exchange-commission

Bell & Brown Wealth Advisors LLC Makes New Investment in Netflix, Inc. (NASDAQ:NFLX)

Bell & Brown Wealth Advisors LLC bought a new position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,429 shares of the Internet television network’s stock, valued at approximately $696,000. Other […]

Annem-sweeney , Spencer-adam-neumann , Nasdaq , Netflix-inc , Netflix , Pacifica-partners-inc , Authentikos-wealth-advisory , Blue-bell-private-wealth-management , Bell-brown-wealth-advisors , Netflix-company-profile , Citigroup , Jefferies-financial-group

Peak Asset Management LLC Sells 74 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Peak Asset Management LLC trimmed its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 0.7% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 11,026 shares of the exchange traded fund’s stock after selling 74 shares during the quarter. SPDR S&P MidCap […]

United-states , Alabama , Securities-inc , Atria-investments-inc , Authentikos-wealth-advisory , Sonata-capital-group-inc , Peak-asset-management , Free-report , Asset-management , Wealth-advisory , Capital-group

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Peak Asset Management LLC

Peak Asset Management LLC raised its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,802 shares of the oil and gas company’s stock after acquiring an additional 131 shares during […]

United-states , Canada , Piper-sandler , Darrinl-talley , Securities-exchange-commission , Exxon-mobil-co , Sumitomo-mitsui-financial-group-inc , Partnership-wealth-management , Wells-fargo-company , Authentikos-wealth-advisory , Keener-financial-planning , Exxon-mobil-corporation

Peak Asset Management LLC Reduces Holdings in 3M (NYSE:MMM)

Peak Asset Management LLC lessened its position in shares of 3M (NYSE:MMM – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,159 shares of the conglomerate’s stock after selling 108 shares during the quarter. Peak Asset Management LLC’s holdings […]

Canada , United-states , M-company , M-company-profile , Financial-services , Visionpoint-advisory-group , Milestone-investment-advisors , Citigroup , Authentikos-wealth-advisory , Cape-investment-advisory-inc , Peak-asset-management