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March 26, 2022
Consolidated Capital Management LLC lowered its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,237 shares of the software giant’s stock after selling 1,822 shares during the period. […]
March 23, 2022
Strategic Wealth Investment Group LLC lifted its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,749 shares of the software giant’s stock after acquiring an additional 1,811 […]
March 22, 2022
Affinia Financial Group LLC lifted its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 10.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,620 shares of the software giant’s stock after purchasing an additional 148 shares during the period. Microsoft comprises approximately 0.3% of Affinia Financial Group LLC’s portfolio, making the stock […]
March 21, 2022
Stewart & Patten Co. LLC lessened its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 4.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 126,897 shares of the software giant’s stock after selling 6,403 shares during the period. Microsoft comprises approximately 6.4% of […]
March 21, 2022
PFG Advisors cut its position in shares of iShares Edge MSCI USA Value Factor ETF (BATS:VLUE – Get Rating) by 8.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 14,189 shares of the company’s stock after selling 1,278 shares during the quarter. PFG Advisors’ holdings in iShares Edge MSCI USA Value Factor ETF […]
March 21, 2022
Rosenberg Matthew Hamilton lessened its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 6.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,641 shares of the software giant’s stock after selling 627 shares during the […]
March 18, 2022
McClarren Financial Advisors Inc. boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 15.6% in the fourth quarter, HoldingsChannel reports. The firm owned 2,472 shares of the software giant’s stock after buying an additional 334 shares during the period. Microsoft accounts for about 0.6% of McClarren Financial Advisors Inc.’s holdings, making […]
March 16, 2022
Bristlecone Advisors LLC lowered its position in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.0% during the fourth quarter, HoldingsChannel reports. The fund owned 341,084 shares of the software giant’s stock after selling 3,502 shares during the quarter. Microsoft comprises about 13.8% of Bristlecone Advisors LLC’s portfolio, making the stock its largest holding. […]
March 15, 2022
TruWealth Advisors LLC grew its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 2.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 64,709 shares of the software giant’s stock after buying an additional 1,320 shares during the period. […]
March 14, 2022
Cypress Wealth Services LLC raised its position in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 11,388 shares of the software giant’s stock after acquiring an additional 124 shares during the quarter. Microsoft makes up approximately 1.0% of Cypress Wealth Services LLC’s portfolio, […]