WT Wealth Management trimmed its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,411 shares of the software giant’s stock after selling 1,674 shares during the quarter. Microsoft accounts for 2.9% of WT […]

Sendero Wealth Management LLC acquired a new stake in shares of Reddit Inc. (NYSE:RDDT – Free Report) during the third quarter, Holdings Channel reports. The fund acquired 20,251 shares of the company’s stock, valued at approximately $4,658,000. Other hedge funds also recently added to or reduced their stakes in the company. Financial Perspectives Inc bought […]

Sendero Wealth Management LLC raised its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 148.1% in the third quarter, HoldingsChannel reports. The firm owned 24,460 shares of the credit services provider’s stock after buying an additional 14,603 shares during the quarter. Equifax makes up 0.7% of Sendero Wealth Management LLC’s investment portfolio, […]

Summit Financial Wealth Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 17.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,963 shares of the software giant’s stock after buying an additional 1,807 shares during the quarter. […]

Sendero Wealth Management LLC reduced its stake in Capital One Financial Corporation (NYSE:COF – Free Report) by 11.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,325 shares of the financial services provider’s stock after selling 5,388 shares during the […]

Jacobs & Co. CA lessened its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 86,813 shares of the software giant’s stock after selling 1,156 shares during the period. Microsoft comprises approximately […]

OLD Point Trust & Financial Services N A grew its position in Towne Bank (NASDAQ:TOWN – Free Report) by 1,020.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 205,116 shares of the bank’s stock after acquiring an additional 186,805 […]