Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGENT INVESTMENT MANAGEMENT LLC | 01-26-2023 | 12-31-2022 | 231 | 373,278,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $24,318,000 | 187,159 | 6.51 | 7.69 | -3,608 | -1.89 | 12-31-2022 |
| MICROSOFT CORP | COM | 2 | $14,365,000 | 59,898 | 3.85 | 4.05 | 325 | 0.55 | 12-31-2022 |
| JPMORGAN CHASE & CO | COM | 3 | $12,172,000 | 90,766 | 3.26 | 2.76 | 186 | 0.21 | 12-31-2022 |
| ALPHABET INC. CLASS C | COM | 4 | $11,588,000 | 130,596 | 3.10 | 130,596 | +Inf | 12-31-2022 |
