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American Trust Has $15.22 Million Position in Microsoft Co. (NASDAQ:MSFT)

American Trust raised its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 28.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 49,353 shares of the software giant’s stock after purchasing an additional 11,060 shares during the period. Microsoft accounts […]
United States Christopherc Capossela Microsoft Corporation Wealth Enhancement Advisory Services Dfpg Investments Exchange Commission

USAdvisors Wealth Management LLC Sells 195 Shares of Microsoft Co. (NASDAQ:MSFT)

USAdvisors Wealth Management LLC lowered its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,011 shares of the software giant’s stock after selling 195 shares during the quarter. USAdvisors Wealth Management […]
Christopherc Capossela Piper Sandler Usadvisors Wealth Management Securities Exchange Commission Microsoft Corporation Credit Suisse Group

Microsoft Co. (NASDAQ:MSFT) is Peachtree Investment Partners LLC's 2nd Largest Position

Peachtree Investment Partners LLC boosted its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.6% in the 1st quarter, Holdings Channel reports. The fund owned 89,204 shares of the software giant’s stock after purchasing an additional 1,392 shares during the period. Microsoft makes up about 12.6% of Peachtree Investment Partners LLC’s investment portfolio, making […]
Christopherc Capossela Morgan Stanley Microsoft Corporation Wealth Enhancement Advisory Services Dfpg Investments Arbor Investment Advisors

L.M. Kohn & Company Acquires New Holdings in Microsoft Co. (NASDAQ:MSFT)

L.M. Kohn & Company acquired a new stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) during the first quarter, HoldingsChannel.com reports. The institutional investor acquired 18,996 shares of the software giant’s stock, valued at approximately $5,857,000. Microsoft accounts for approximately 2.3% of L.M. Kohn & Company’s investment portfolio, making the stock its 5th […]
Christopherc Capossela Cantor Fitzgerald Piper Sandler Morgan Stanley Holdings Securities Inc Microsoft Corporation

Microsoft Co. (NASDAQ:MSFT) Shares Purchased by Phocas Financial Corp.

Phocas Financial Corp. increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 12,775 shares of the software giant’s stock after purchasing an additional 51 shares during the period. Phocas Financial Corp.’s holdings in Microsoft were worth $3,939,000 as of its […]
Christopherc Capossela Morgan Stanley Deutsche Bank Aktiengesellschaft Wealth Enhancement Advisory Services Arbor Investment Advisors Capital Management

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Microsoft Co. (NASDAQ:MSFT) is EverSource Wealth Advisors LLC's 8th Largest Position

EverSource Wealth Advisors LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 31.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,653 shares of the software giant’s stock after acquiring an additional 6,633 shares during the period. […]
Christopherc Capossela Stifel Nicolaus Geode Capital Management Securities Exchange Commission Microsoft Corporation Eversource Wealth Advisors

First National Bank of Omaha Has $93.77 Million Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

First National Bank of Omaha lessened its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 7.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 304,129 shares of the software giant’s stock after selling 26,256 shares during the quarter. Microsoft accounts for approximately 4.8% of First National Bank of Omaha’s holdings, making […]
Christopherc Capossela Holdings Securities Inc Microsoft Corporation Deutsche Bank Aktiengesellschaft M Kohn Company Jpmorgan Chase Co

Connors Investor Services Inc. Boosts Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Connors Investor Services Inc. increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 6.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 101,615 shares of the software giant’s stock after acquiring an additional 5,790 shares during […]
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