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Alera Investment Advisors LLC Buys 351 Shares of Microsoft Co. (NASDAQ:MSFT)

Alera Investment Advisors LLC increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,093 shares of the software giant’s stock after acquiring an additional 351 shares during the quarter. […]
Kathleent Hogan Sanfordc Bernstein Satya Nadella Monumental Financial Group Inc Maytech Global Investments Alera Investment Advisors

Simplicity Wealth LLC Has $654,000 Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Simplicity Wealth LLC lessened its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 19.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,921 shares of the software giant’s stock after selling 477 shares during the quarter. Simplicity Wealth LLC’s […]
Kathleent Hogan Satya Nadella Stifel Nicolaus Microsoft Co Royal Bank Simplicity Wealth

Creative Financial Designs Inc. ADV Trims Stock Position in Microsoft Co. (NASDAQ:MSFT)

Creative Financial Designs Inc. ADV lessened its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 7.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,024 shares of the software giant’s stock after selling 1,106 shares during the quarter. Creative Financial […]
Kathleent Hogan Raymond James Satya Nadella Creative Financial Designs Inc Microsoft Co Pricet Rowe Associates Inc

Latitude Advisors LLC Has $2.38 Million Stake in Microsoft Co. (NASDAQ:MSFT)

Latitude Advisors LLC lessened its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 14.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,002 shares of the software giant’s stock after selling 1,212 shares during the quarter. Microsoft accounts for approximately 1.7% […]
United States Satya Nadella Stifel Nicolaus Kathleent Hogan Wells Fargo Company Latitude Advisors

Lipe & Dalton Sells 150 Shares of Microsoft Co. (NASDAQ:MSFT)

Lipe & Dalton lowered its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 7,173 shares of the software giant’s stock after selling 150 shares during the period. Microsoft comprises approximately 1.4% of Lipe & Dalton’s holdings, […]
Satya Nadella Stifel Nicolaus Kathleent Hogan Lipe Dalton Arbor Capital Management Inc Strategic Investment Solutions Inc

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Trivant Custom Portfolio Group LLC Purchases 229 Shares of Microsoft Co. (NASDAQ:MSFT)

Trivant Custom Portfolio Group LLC grew its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,877 shares of the software giant’s stock after purchasing an additional 229 shares during the quarter. Microsoft makes […]
United States Kathleent Hogan Satya Nadella Raymond James Vanguard Group Inc Moneta Group Investment Advisors

Summit Wealth & Retirement Planning Inc. Has $1.94 Million Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Summit Wealth & Retirement Planning Inc. decreased its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 25.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,688 shares of the software giant’s stock after selling 1,935 shares during the quarter. Microsoft […]
Satya Nadella Kathleent Hogan Norges Bank Microsoft Co Aaron Wealth Advisors Royal Bank

Microsoft Co. (NASDAQ:MSFT) Shares Sold by JB Capital LLC

JB Capital LLC trimmed its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.3% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 39,345 shares of the software giant’s stock after selling 510 shares during the quarter. Microsoft makes up 1.1% of JB Capital […]
Kathleent Hogan Satya Nadella Microsoft Co Jb Capital Microsoft Corporation Vanguard Group Inc

Straight Path Wealth Management Buys New Shares in Microsoft Co. (NASDAQ:MSFT)

Straight Path Wealth Management bought a new stake in Microsoft Co. (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 609 shares of the software giant’s stock, valued at approximately $207,000. Several other institutional investors have also recently added to […]
Kathleent Hogan Satya Nadella Microsoft Co Aaron Wealth Advisors Microsoft Corporation Goldman Sachs Group

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