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Aletheian Wealth Advisors LLC Acquires 722 Shares of Microsoft Co. (NASDAQ:MSFT)

Aletheian Wealth Advisors LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 14.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 5,886 shares of the software giant’s stock after buying an additional 722 shares during the period. Microsoft accounts for approximately 1.5% of Aletheian Wealth Advisors LLC’s portfolio, making the stock […]
United States Christopherc Capossela Morgan Stanley Valtinson Bruner Financial Planning Wealth Management Kb Financial Partners

Financial Management Network Inc. Lowers Stock Position in Microsoft Co. (NASDAQ:MSFT)

Financial Management Network Inc. cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.8% during the 2nd quarter, Holdings Channel reports. The firm owned 13,875 shares of the software giant’s stock after selling 107 shares during the period. Microsoft makes up 1.9% of Financial Management Network Inc.’s holdings, making the stock […]
Christopherc Capossela Piper Sandler Geode Capital Management Microsoft Corporation Deutsche Bank Aktiengesellschaft Nuveen Asset Management

EWG Elevate Inc. Has $1.31 Million Stock Position in Microsoft Co. (NASDAQ:MSFT)

EWG Elevate Inc. raised its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,089 shares of the software giant’s stock after buying an additional 53 shares during the period. EWG […]
United States Christopherc Capossela Stifel Nicolaus Microsoft Corporation Credit Suisse Group Elevate Inc

Brookstone Capital Management Has $30.80 Million Holdings in Microsoft Co. (NASDAQ:MSFT)

Brookstone Capital Management boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 7.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,061 shares of the software giant’s stock after purchasing an additional 7,795 shares during the period. Brookstone […]
United States Christopherc Capossela Securities Exchange Commission Microsoft Corporation Exchange Commission Castle Financial Retirement Planning Associates Inc

DBK Financial Counsel LLC Takes $211,000 Position in Microsoft Co. (NASDAQ:MSFT)

DBK Financial Counsel LLC acquired a new stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 820 shares of the software giant’s stock, valued at approximately $211,000. Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. KB Financial Partners […]
United States Christopherc Capossela Stifel Nicolaus Moffett Nathanson Piper Sandler Dbk Financial Counsel

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Microsoft Co. (NASDAQ:MSFT) is Hurlow Wealth Management Group Inc.'s 8th Largest Position

Hurlow Wealth Management Group Inc. grew its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 26,078 shares of the software giant’s stock after buying an additional 376 shares during the quarter. Microsoft makes up […]
Christopherc Capossela Rathbones Group Day Ennis Wolfe Research Weil Company Inc Microsoft Corporation

Microsoft Co. (NASDAQ:MSFT) Shares Bought by West Coast Financial LLC

West Coast Financial LLC lifted its position in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.1% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 55,332 shares of the software giant’s stock after buying an additional 578 shares during the quarter. Microsoft comprises 2.5% of […]
Christopherc Capossela Rathbones Group Securities Exchange Commission Microsoft Corporation Microsoft Company Profile Day Ennis

Cliftonlarsonallen Wealth Advisors LLC Has $8.46 Million Position in Microsoft Co. (NASDAQ:MSFT)

Cliftonlarsonallen Wealth Advisors LLC lessened its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 14.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,956 shares of the software giant’s stock after selling 5,346 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in […]
United States Christopherc Capossela Securities Exchange Commission Microsoft Corporation Cliftonlarsonallen Wealth Advisors Jpmorgan Chase Co

Microsoft Co. (NASDAQ:MSFT) Shares Bought by DnB Asset Management AS

DnB Asset Management AS raised its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,684,606 shares of the software giant’s stock after acquiring an additional 157,006 shares during the quarter. Microsoft […]
United States Christopherc Capossela Securities Exchange Commission Microsoft Corporation Deutsche Bank Aktiengesellschaft Jpmorgan Chase Co

Presidio Capital Management LLC Raises Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Presidio Capital Management LLC increased its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 7.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,735 shares of the software giant’s stock after purchasing an additional 126 shares during the period. Microsoft comprises 0.5% of Presidio Capital Management LLC’s investment portfolio, making the stock […]
United States Christopherc Capossela Microsoft Corporation Credit Suisse Group Valtinson Bruner Financial Planning Wealth Management

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