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Asset Planning Corporation Raises Holdings in Microsoft Co. (NASDAQ:MSFT)

Asset Planning Corporation lifted its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 2.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,453 shares of the software giant’s stock after acquiring an additional 51 shares during the period. Microsoft […]
Christopherc Capossela Securities Exchange Commission Microsoft Corporation Credit Suisse Group Cooper Financial Group Redpoint Investment Management Pty Ltd

Echo45 Advisors LLC Trims Stock Position in Microsoft Co. (NASDAQ:MSFT)

Echo45 Advisors LLC lessened its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 26.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,774 shares of the software giant’s stock after selling 2,434 shares during the period. Microsoft accounts for approximately 1.6% […]
Christopherc Capossela Piper Sandler Morgan Stanley Securities Exchange Commission Microsoft Corporation Wealth Partners

Sterling Financial Planning Inc. Sells 72 Shares of Microsoft Co. (NASDAQ:MSFT)

Sterling Financial Planning Inc. trimmed its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 2.5% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,827 shares of the software giant’s stock after selling 72 shares during the period. Sterling Financial Planning Inc.’s holdings in Microsoft were worth $726,000 at the end of the […]
United States Christopherc Capossela Moffett Nathanson Piper Sandler Morgan Stanley Microsoft Corporation

Howard Capital Management Inc. Has $557,000 Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Howard Capital Management Inc. grew its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 15.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 2,168 shares of the software giant’s stock after purchasing an additional 282 shares during the quarter. Microsoft comprises about 0.2% of Howard Capital Management Inc.’s portfolio, making the stock its […]
Christopherc Capossela Piper Sandler Vanguard Group Inc Jpmorgan Chase Co Jefferies Financial Group Charles Schwab Investment Management Inc

Microsoft Co. (NASDAQ:MSFT) is Curated Wealth Partners LLC's 7th Largest Position

Curated Wealth Partners LLC boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 19.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,774 shares of the software giant’s stock after buying an additional 2,562 shares during the period. Microsoft makes […]
United States Christopherc Capossela Stifel Nicolaus Morgan Stanley Securities Exchange Commission Microsoft Corporation

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Microsoft Co. (NASDAQ:MSFT) Shares Bought by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 11.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 122,506 shares of the software giant’s stock after acquiring an additional 12,208 shares during the period. Microsoft makes up approximately 2.4% of Dynamic Advisor Solutions LLC’s holdings, making […]
United States Christopherc Capossela Securities Exchange Commission Microsoft Corporation Credit Suisse Group Valtinson Bruner Financial Planning

Microsoft Co. (NASDAQ:MSFT) Holdings Trimmed by Brendel Financial Advisors LLC

Brendel Financial Advisors LLC reduced its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 14.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,647 shares of the software giant’s stock after selling 1,820 shares during the quarter. Microsoft makes […]
Christopherc Capossela Raymond James Microsoft Corporation Swiss National Bank Microsoft Company Profile Verity Asset Management Inc

Lineweaver Wealth Advisors LLC Increases Stock Position in Microsoft Co. (NASDAQ:MSFT)

Lineweaver Wealth Advisors LLC increased its position in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.5% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 17,593 shares of the software giant’s stock after buying an additional 83 shares during the quarter. Microsoft makes up 1.5% of Lineweaver Wealth Advisors LLC’s portfolio, making […]
United States Christopherc Capossela Stifel Nicolaus Piper Sandler Morgan Stanley Microsoft Corporation

Chase Investment Counsel Corp Has $11.42 Million Stake in Microsoft Co. (NASDAQ:MSFT)

Chase Investment Counsel Corp decreased its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,472 shares of the software giant’s stock after selling 1,565 shares during the period. Microsoft comprises approximately 6.2% of […]
United States Christopherc Capossela Securities Exchange Commission Microsoft Corporation Deutsche Bank Aktiengesellschaft Chase Investment Counsel Corp

WealthBridge Investment Counsel Inc. Purchases 1,320 Shares of Microsoft Co. (NASDAQ:MSFT)

WealthBridge Investment Counsel Inc. lifted its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 11.0% during the 2nd quarter, Holdings Channel reports. The firm owned 13,268 shares of the software giant’s stock after acquiring an additional 1,320 shares during the period. WealthBridge Investment Counsel Inc.’s holdings in Microsoft were worth $3,408,000 at the end […]
Christopherc Capossela Wealthbridge Investment Counsel Inc Securities Exchange Commission Microsoft Corporation Swiss National Bank Vanguard Group Inc

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