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October 25, 2023
Scharf Investments LLC cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 650,215 shares of the software giant’s stock after selling 4,708 shares during the period. […]
October 25, 2023
PBMares Wealth Management LLC lifted its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,863 shares of the software giant’s stock after acquiring an additional 63 shares […]
October 20, 2023
Trinity Financial Advisors LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 5.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 3,659 shares of the software giant’s stock after purchasing an additional 205 shares during the quarter. Microsoft makes up 0.7% of Trinity Financial Advisors LLC’s portfolio, making the stock its […]
October 20, 2023
Atticus Wealth Management LLC trimmed its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,560 shares of the software giant’s stock after selling 346 shares during the period. Microsoft comprises about 2.1% of […]
October 20, 2023
Altus Wealth Management LLC decreased its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 15.7% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 1,466 shares of the software giant’s stock after selling 274 shares during the quarter. Microsoft accounts for 0.4% of Altus Wealth Management LLC’s holdings, making the stock its 14th […]
October 20, 2023
Cassia Capital Partners LLC raised its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 3,861 shares of the software giant’s stock after buying an additional 130 shares during the quarter. Microsoft makes up about 1.0% of Cassia Capital Partners LLC’s […]
October 20, 2023
RNC Capital Management LLC decreased its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.5% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 64,656 shares of the software giant’s stock after selling 2,343 shares during the quarter. RNC Capital Management LLC’s holdings in Microsoft were worth $22,018,000 as of its most recent SEC […]
October 20, 2023
Beacon Financial Group trimmed its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.6% during the second quarter, HoldingsChannel reports. The fund owned 18,728 shares of the software giant’s stock after selling 106 shares during the quarter. Beacon Financial Group’s holdings in Microsoft were worth $6,275,000 as of its most recent SEC […]
October 20, 2023
Baker Tilly Wealth Management LLC trimmed its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 97,368 shares of the software giant’s stock after selling 4,566 shares during the quarter. Microsoft comprises 3.5% of Baker Tilly Wealth Management LLC’s investment portfolio, making the stock its […]
October 20, 2023
Birchcreek Wealth Management LLC decreased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.5% in the 2nd quarter, Holdings Channel reports. The fund owned 7,722 shares of the software giant’s stock after selling 195 shares during the period. Microsoft accounts for 1.8% of Birchcreek Wealth Management LLC’s investment portfolio, making the […]