Purchases and Sales Made in Q4 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2023. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
16.1KNew |
$5.04M - $6.16M
|
16.1K
$6.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
16.1KNew |
$5.03M - $6.15M
|
16.1K
$6.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 26.6% |
$5M - $6.1M
|
75.9K
$31.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
15.9KNew |
$4.99M - $6.1M
|
15.9K
$6.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
15.9K+ 41.61% |
$4.99M - $6.09M
|
54.2K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
15.8KNew |
$4.96M - $6.05M
|
15.8K
$6.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
15.7K+ 3.38% |
$4.92M - $6.01M
|
480K
$201M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
15.6KNew |
$4.9M - $5.99M
|
15.6K
$6.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
15.6K+ 29.33% |
$4.89M - $5.97M
|
68.8K
$28.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
15.6KNew |
$4.87M - $5.95M
|
15.6K
$6.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
15.6K+ 12.53% |
$4.87M - $5.95M
|
140K
$58.7M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
15.6KNew |
$4.87M - $5.95M
|
15.6K
$6.54M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
15.5KNew |
$4.87M - $5.95M
|
15.5K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
15.5KNew |
$4.87M - $5.95M
|
15.5K
$6.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
15.4KNew |
$4.83M - $5.89M
|
15.4K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$4.82M - $5.89M
|
15.4K
$6.47M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
15.4KNew |
$4.81M - $5.88M
|
15.4K
$6.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15.2K+ 46.41% |
$4.77M - $5.83M
|
48K
$20.2M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
15.2KNew |
$4.76M - $5.81M
|
15.2K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
15.1K+ 74.07% |
$4.75M - $5.8M
|
35.6K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
15.1KNew |
$4.74M - $5.78M
|
15.1K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1K+ 4.04% |
$4.72M - $5.76M
|
388K
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
15K+ 28.62% |
$4.7M - $5.74M
|
67.4K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
15KNew |
$4.7M - $5.74M
|
15K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
15K+ 12.06% |
$4.7M - $5.74M
|
139K
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
14.9KNew |
$4.67M - $5.7M
|
14.9K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.9K+ 21.96% |
$4.66M - $5.69M
|
82.6K
$34.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14.8KNew |
$4.63M - $5.65M
|
14.8K
$6.2M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14.6KNew |
$4.59M - $5.6M
|
14.6K
$6.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
14.5KNew |
$4.55M - $5.56M
|
14.5K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
14.5KNew |
$4.55M - $5.55M
|
14.5K
$6.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
14.4K+ 7.1% |
$4.51M - $5.51M
|
217K
$91.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
14.3K+ 0.21% |
$4.48M - $5.47M
|
6.67M
$2.8B
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14.1KNew |
$4.43M - $5.41M
|
14.1K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14.1K+ 22.55% |
$4.43M - $5.41M
|
76.8K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14.1K+ 7.11% |
$4.42M - $5.4M
|
213K
$89.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.1KNew |
$4.41M - $5.39M
|
14.1K
$5.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14K+ 80.87% |
$4.4M - $5.38M
|
31.4K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 2.49% |
$4.39M - $5.37M
|
576K
$242M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
14K+ 273.55% |
$4.39M - $5.36M
|
19.1K
$8.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
14K+ 9.41% |
$4.39M - $5.36M
|
163K
$68.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
13.9K+ 23.08% |
$4.37M - $5.34M
|
74.4K
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
13.9KNew |
$4.36M - $5.32M
|
13.9K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9KNew |
$4.35M - $5.31M
|
13.9K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
13.7KNew |
$4.3M - $5.25M
|
13.7K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
13.7K+ 125.65% |
$4.3M - $5.25M
|
24.6K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
13.7KNew |
$4.3M - $5.25M
|
13.7K
$5.76M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$4.29M - $5.24M
|
13.7K
$5.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
13.6K+ 66.5% |
$4.25M - $5.19M
|
33.9K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
13.5K+ 423.25% |
$4.24M - $5.18M
|
16.7K
$7.04M
|