Jones Financial Companies Lllp increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 16.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 276,784 shares of the enterprise software provider's stock after purchasing an additional 39,656 shares during the period. Jones Financial Companies Lllp's holdings in Oracle were worth $78,3...
Jones Financial Companies Lllp increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 16.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 276,784 shares of the enterprise software provider's stock after purchasing an additional 39,656 shares during the period. Jones Financial Companies Lllp's holdings in Oracle were worth $78,386,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other hedge funds also recently bought and sold shares of ORCL. Mawer Investment Management Ltd. purchased a new stake in shares of Oracle during the 3rd quarter valued at about $239,000. A4 Wealth Advisors LLC bought a new stake in Oracle during the third quarter worth approximately $410,000. Oak Harbor Wealth Partners LLC raised its position in Oracle by 2.4% during the third quarter. Oak Harbor Wealth Partners LLC now owns 4,809 shares of the enterprise software provider's stock valued at $1,352,000 after purchasing an additional 115 shares during the period. Prostatis Group LLC bought a new stake in shares of Oracle in the 3rd quarter valued at approximately $302,000. Finally, Chung Wu Investment Group LLC bought a new stake in shares of Oracle in the 3rd quarter valued at approximately $366,000. Hedge funds and other institutional investors own 42.44% of the company's stock. Insider Buying and Selling In related news, insider Mark Hura sold 15,000 shares of the company's stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th....
Legacy Trust increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 58.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 122,764 shares of the iPhone maker's stock after buying an additional 45,193 shares during the period. Apple accounts for 6.2% of Legacy Trust's investment portfolio, making the stoc...
Legacy Trust increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 58.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 122,764 shares of the iPhone maker's stock after buying an additional 45,193 shares during the period. Apple accounts for 6.2% of Legacy Trust's investment portfolio, making the stock its biggest position. Legacy Trust's holdings in Apple were worth $31,259,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds have also bought and sold shares of the business. Capstone Wealth Management LLC grew its position in Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after buying an additional 42 shares in the last quarter. Baker Boyer National Bank boosted its position in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock valued at $3,695,000 after acquiring an additional 47 shares during the last quarter. Beddow Capital Management Inc. grew its holdings in shares of Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock worth $533,000 after purchasing an additional 47 shares in the last quarter. Uncommon Cents Investing LLC increased its position in shares of Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker's stock worth $2,701,000 after purchasing an additional 47 shares during the last quarter. Finally, Vermillion Wealth Management Inc. increased its position in shares of Apple by 0.5% in the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker's stock worth $2,456,000 after purchasing an additional 47 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other ...
Bensler LLC grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 14.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,649 shares of the semiconductor manufacturer's stock after buying an additional 3,773 shares during the period. Bensler LLC's holdings in Broadcom were worth $10,11...
Bensler LLC grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 14.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,649 shares of the semiconductor manufacturer's stock after buying an additional 3,773 shares during the period. Bensler LLC's holdings in Broadcom were worth $10,111,000 as of its most recent SEC filing. A number of other institutional investors have also made changes to their positions in AVGO. JCIC Asset Management Inc. bought a new stake in shares of Broadcom during the 3rd quarter valued at about $31,000. Longfellow Investment Management Co. LLC bought a new position in shares of Broadcom during the second quarter valued at approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom during the 2nd quarter worth approximately $28,000. Manning & Napier Advisors LLC acquired a new stake in shares of Broadcom during the 3rd quarter worth approximately $34,000. Finally, LGT Financial Advisors LLC bought a new stake in shares of Broadcom in the 2nd quarter worth approximately $31,000. 76.43% of the stock is currently owned by institutional investors. Get Broadcom alerts: Sign Up Insider Buying and Selling In other news, CEO Hock E. Tan sold 130,000 shares of the business's stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the sale, the chief executive officer directly owned 595,638 shares of the company's stock, valued at $194,189,900.76. The trade was a 17.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, f...
EFG Asset Management North America Corp. grew its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 25.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,883 shares of the semiconductor manufacturer's stock after buying an additional 11,017 shares during the quarter. Broadcom comprises 2.3% of EFG Asset Managem...
EFG Asset Management North America Corp. grew its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 25.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,883 shares of the semiconductor manufacturer's stock after buying an additional 11,017 shares during the quarter. Broadcom comprises 2.3% of EFG Asset Management North America Corp.'s investment portfolio, making the stock its 4th biggest holding. EFG Asset Management North America Corp.'s holdings in Broadcom were worth $18,095,000 as of its most recent SEC filing. A number of other institutional investors have also recently modified their holdings of AVGO. Alta Wealth Advisors LLC purchased a new stake in shares of Broadcom in the 3rd quarter worth about $407,000. Bensler LLC lifted its holdings in shares of Broadcom by 14.0% in the third quarter. Bensler LLC now owns 30,649 shares of the semiconductor manufacturer's stock valued at $10,111,000 after purchasing an additional 3,773 shares in the last quarter. Triton Financial Group Inc lifted its holdings in shares of Broadcom by 0.5% in the third quarter. Triton Financial Group Inc now owns 7,276 shares of the semiconductor manufacturer's stock valued at $2,400,000 after purchasing an additional 34 shares in the last quarter. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Broadcom in the third quarter valued at approximately $66,000. Finally, First Command Advisory Services Inc. increased its stake in shares of Broadcom by 13.9% during the 3rd quarter. First Command Advisory Services Inc. now owns 3,483 shares of the semiconductor manufacturer's stock worth $1,149,000 after purchasing an additional 426 shares in the last quarter. 76.43% of the stock is currently owned by hedge funds and other institutional investors. Get Broadcom alerts: Sign Up Analysts Set New Price Targets A number of equities research analysts have commented on the company. Mizuho set a $4...
Reporter‘s Notebook: Starmer’s Beijing Bet — Economic Realism Ends an Eight-Year Hiatus 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x U.K. Prime Minister Keir Starmer (right) and Business and Trade Secretary Peter Kyle visit the Bund in Shanghai on Jan. 31, 2026. Photo: VCG On arriving in Beijing Jan. 28, Keir Starmer invoked the words of his Labour predecessor Harold Wilson: “A ...
Reporter‘s Notebook: Starmer’s Beijing Bet — Economic Realism Ends an Eight-Year Hiatus 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x U.K. Prime Minister Keir Starmer (right) and Business and Trade Secretary Peter Kyle visit the Bund in Shanghai on Jan. 31, 2026. Photo: VCG On arriving in Beijing Jan. 28, Keir Starmer invoked the words of his Labour predecessor Harold Wilson: “A week is a long time in politics.” He then turned to the delegation of 60 British business and cultural leaders accompanying him and added a grim addendum: “Imagine eight years. That is how long it has been since a British prime minister set foot on this soil.” You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Disclaimer This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail. Share now and your friends will read it for free!
IonQ (NYSE: IONQ) has established itself as a leader in quantum computing, a cutting-edge technology poised to transform machine learning and artificial intelligence (AI). Recent breakthroughs are beginning to address an expanding scope of real-world commercial applications. Strong company sales have powered a fantastic rise in its share price, up 136% in the past year. That being said, the stock ...
IonQ (NYSE: IONQ) has established itself as a leader in quantum computing, a cutting-edge technology poised to transform machine learning and artificial intelligence (AI). Recent breakthroughs are beginning to address an expanding scope of real-world commercial applications. Strong company sales have powered a fantastic rise in its share price, up 136% in the past year. That being said, the stock has recently come under pressure amid renewed concerns in the market about whether the buzz surrounding quantum computing as an investing theme has gotten ahead of itself. At the time of writing, shares of IonQ are down 48% from their recent 52-week high, reflecting its still-speculative nature with significant volatility. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks » Does the sell-off offer investors a good chance to buy the stock ahead of a rebound? Here's what you need to know. The quantum computing future of technology Quantum computers are intended to tackle highly complex problems more effectively than even the most advanced supercomputers. While you won't need one anytime soon to play video games, quantum architecture is critical in areas like optimization, simulations, and cryptography. These application requirements can exceed the limits of classical computers based on binary logic. IonQ's strategy is to continuously develop more powerful and sophisticated quantum computers, building on its current IonQ Forte and Tempo systems, which are designed to integrate into standard data center infrastructure. While customers can purchase a system directly, the company offers access to its hardware through cloud service providers like Amazon as a cost-effective option to deploy quantum capabilities. IonQ reached several milestones last year, including the construction of a manufacturing facility and the delivery of a Forte system to an enterprise customer. These achievements alo...
Phillips Financial Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,412 shares of the iPhone maker's stock after purchasing an additional 2,317 shares during the quarter. Phillips Financial Management LLC's holdings...
Phillips Financial Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,412 shares of the iPhone maker's stock after purchasing an additional 2,317 shares during the quarter. Phillips Financial Management LLC's holdings in Apple were worth $6,216,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after purchasing an additional 42 shares during the period. Baker Boyer National Bank raised its position in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. boosted its stake in Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock valued at $533,000 after buying an additional 47 shares during the period. Uncommon Cents Investing LLC grew its position in Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker's stock worth $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. increased its stake in Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker's stock worth $2,456,000 after acquiring an additional 47 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number o...
R. W. Roge & Company Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 144.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,215 shares of the iPhone maker's stock after buying an additional 6,033 shares during the quarter. Apple comprises about 1.3% of R. W. Roge & Company...
R. W. Roge & Company Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 144.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,215 shares of the iPhone maker's stock after buying an additional 6,033 shares during the quarter. Apple comprises about 1.3% of R. W. Roge & Company Inc.'s holdings, making the stock its 18th largest position. R. W. Roge & Company Inc.'s holdings in Apple were worth $2,601,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in Apple during the fourth quarter valued at about $65,000. Nexus Investment Management ULC boosted its holdings in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after acquiring an additional 200 shares during the period. Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after purchasing an additional 125 shares during the period. Finally, HFM Investment Advisors LLC purchased a new stake in Apple during the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company's stock. Apple News Summary Here are the key news stories impacting Apple this week: Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong...
MGO One Seven LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 38.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 201,264 shares of the software giant's stock after acquiring an additional 56,159 shares during the quarter. Microsoft accounts for about 2.4% of MGO One Seven LLC's investment p...
MGO One Seven LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 38.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 201,264 shares of the software giant's stock after acquiring an additional 56,159 shares during the quarter. Microsoft accounts for about 2.4% of MGO One Seven LLC's investment portfolio, making the stock its 4th largest holding. MGO One Seven LLC's holdings in Microsoft were worth $104,245,000 as of its most recent filing with the Securities & Exchange Commission. Get Microsoft alerts: Sign Up Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Microsoft during the second quarter valued at about $50,493,678,000. Nuveen LLC bought a new stake in Microsoft in the 1st quarter worth approximately $18,733,827,000. Laurel Wealth Advisors LLC increased its position in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. Institutional investors own 71.13% of the company's stock. Wall Street Analyst Weigh In Several equities analysts recently commented on MSFT shares. Cantor Fitzgerald reiterated an "overweight" rating and set a $590.00 price target on shares of Micr...
Sumitomo Mitsui Trust Group Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,118,341 shares of the software giant's stock after purchasing an additional 224,907 shares during the period. Microso...
Sumitomo Mitsui Trust Group Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,118,341 shares of the software giant's stock after purchasing an additional 224,907 shares during the period. Microsoft makes up approximately 5.7% of Sumitomo Mitsui Trust Group Inc.'s investment portfolio, making the stock its 2nd biggest position. Sumitomo Mitsui Trust Group Inc. owned 0.26% of Microsoft worth $9,902,345,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up A number of other hedge funds also recently made changes to their positions in the company. Hippocratic Financial Advisors LLC purchased a new position in Microsoft during the 3rd quarter valued at approximately $205,000. Gradient Capital Advisors LLC raised its holdings in shares of Microsoft by 2.1% during the 3rd quarter. Gradient Capital Advisors LLC now owns 14,715 shares of the software giant's stock worth $7,622,000 after acquiring an additional 302 shares in the last quarter. First Horizon Corp bought a new position in shares of Microsoft during the 3rd quarter valued at approximately $60,772,000. MGO One Seven LLC grew its holdings in shares of Microsoft by 38.7% in the third quarter. MGO One Seven LLC now owns 201,264 shares of the software giant's stock valued at $104,245,000 after purchasing an additional 56,159 shares in the last quarter. Finally, Nixon Capital LLC bought a new stake in Microsoft in the third quarter worth $207,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors. Analysts Set New Price Targets A number of brokerages have commented on MSFT. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday. Oppenheimer reaffirmed an "outperform" rating on shares of Microsoft in a report...
Associated Banc Corp cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 593,731 shares of the iPhone maker's stock after selling 12,933 shares during the quarter. Apple makes up 4.0% of Associated Banc Corp's portfolio, making the stock its 4th largest po...
Associated Banc Corp cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 593,731 shares of the iPhone maker's stock after selling 12,933 shares during the quarter. Apple makes up 4.0% of Associated Banc Corp's portfolio, making the stock its 4th largest position. Associated Banc Corp's holdings in Apple were worth $151,182,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Apple during the second quarter worth $38,942,255,000. Nuveen LLC bought a new position in Apple during the 1st quarter worth about $17,472,482,000. PKS Advisory Services LLC raised its stake in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its stake in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds. Analysts Set New Price Targets A number of equities analysts have weighed in on AAPL shares. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research report on Friday. Evercore ISI restated an "outperform" rating and set a $330.00 target price on shar...
Meeder Advisory Services Inc. boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 166,015 shares of the software giant's stock after buying an additional 8,153 shares during the quarter. Microsoft accounts for approximately ...
Meeder Advisory Services Inc. boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 166,015 shares of the software giant's stock after buying an additional 8,153 shares during the quarter. Microsoft accounts for approximately 4.0% of Meeder Advisory Services Inc.'s investment portfolio, making the stock its 5th largest position. Meeder Advisory Services Inc.'s holdings in Microsoft were worth $85,987,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the third quarter worth approximately $38,000. University of Illinois Foundation purchased a new position in Microsoft during the second quarter valued at approximately $50,000. LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at approximately $44,000. Finally, Westend Capital Management LLC increased its stake in Microsoft by 71.2% in the 3rd quarter. Westend Capital Management LLC now owns 125 shares of the software giant's stock valued at $65,000 after buying an additional 52 shares during the period. 71.13% of the stock is currently owned by institutional investors. Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week: Analyst Ratings Changes MSFT has been the topic of a number of recent research reports. Weiss Ratings restated a "buy (b)" rating on shares of Microsoft in a research note on Thu...
Forum Financial Management LP increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 328,004 shares of the iPhone maker's stock after purchasing an additional 15,950 shares during the period. Apple accounts for 1.1% of Forum Financial Managem...
Forum Financial Management LP increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 328,004 shares of the iPhone maker's stock after purchasing an additional 15,950 shares during the period. Apple accounts for 1.1% of Forum Financial Management LP's investment portfolio, making the stock its 13th biggest position. Forum Financial Management LP's holdings in Apple were worth $83,520,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Several other institutional investors have also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Apple in the 2nd quarter valued at about $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC lifted its position in Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after buying an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC grew its stake in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. Finally, Northern Trust Corp increased its position in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Insider Activity at Apple In related news, insider Chris Kondo sold 3,752 shares of the business's stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $2...
First Horizon Corp bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 117,331 shares of the software giant's stock, valued at approximately $60,772,000. Microsoft accounts for about 2.9% of First Horizon Corp's investment portfolio, making the stock its 3rd biggest holding. Get M...
First Horizon Corp bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 117,331 shares of the software giant's stock, valued at approximately $60,772,000. Microsoft accounts for about 2.9% of First Horizon Corp's investment portfolio, making the stock its 3rd biggest holding. Get Microsoft alerts: Sign Up Several other large investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the third quarter worth $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth about $44,000. University of Illinois Foundation purchased a new position in shares of Microsoft during the second quarter valued at approximately $50,000. Finally, ROSS JOHNSON & Associates LLC grew its position in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock. Insider Activity at Microsoft In related news, EVP Takeshi Numoto sold 2,850 shares of the business's stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company's stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which...
Monument Group Wealth Advisors LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 37.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,527 shares of the iPhone maker's stock after selling 2,119 shares during the period. Apple comprises 0.5% of Monument Group Wealth Advisors LLC's holdings, makin...
Monument Group Wealth Advisors LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 37.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,527 shares of the iPhone maker's stock after selling 2,119 shares during the period. Apple comprises 0.5% of Monument Group Wealth Advisors LLC's holdings, making the stock its 12th biggest holding. Monument Group Wealth Advisors LLC's holdings in Apple were worth $898,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in Apple in the 2nd quarter worth about $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter worth approximately $17,472,482,000. PKS Advisory Services LLC boosted its holdings in shares of Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after buying an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Apple Stock Performance AAPL opened at $259.48 on Monday. The business's 50-day moving average price is $268.38 and its two-hundred day moving average price is $252.01. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a market capitalization ...