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 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.5KNew |
$4.23M - $5.17M
|
13.5K
$5.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13.5K+ 20.1% |
$4.23M - $5.16M
|
80.6K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
13.4K+ 960.21% |
$4.21M - $5.14M
|
14.8K
$6.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.4K+ 22.02% |
$4.21M - $5.14M
|
74.4K
$31.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$4.15M - $5.07M
|
13.2K
$5.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13.2KNew |
$4.15M - $5.07M
|
13.2K
$5.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
13.2K+ 12.0% |
$4.14M - $5.05M
|
123K
$51.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
13.2KNew |
$4.13M - $5.04M
|
13.2K
$5.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
13.1K+ 126.76% |
$4.11M - $5.02M
|
23.5K
$9.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.1KNew |
$4.1M - $5.01M
|
13.1K
$5.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1K+ 3.37% |
$4.09M - $5M
|
400K
$168M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
13KNew |
$4.09M - $4.99M
|
13K
$5.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
13K+ 6.7% |
$4.09M - $4.99M
|
208K
$87.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13KNew |
$4.06M - $4.96M
|
13K
$5.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
13K+ 71.11% |
$4.06M - $4.96M
|
31.2K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
12.9KNew |
$4.04M - $4.93M
|
12.9K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$4.04M - $4.93M
|
12.9K
$5.41M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
12.9KNew |
$4.04M - $4.93M
|
12.9K
$5.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
12.8K+ 131.18% |
$4.01M - $4.89M
|
22.5K
$9.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 12.36% |
$4.01M - $4.89M
|
116K
$48.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 35.18% |
$4M - $4.89M
|
49.1K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12.8KNew |
$4M - $4.89M
|
12.8K
$5.37M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.7KNew |
$3.99M - $4.87M
|
12.7K
$5.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.6K+ 0.38% |
$3.95M - $4.83M
|
3.37M
$1.42B
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
12.6KNew |
$3.95M - $4.82M
|
12.6K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.6K+ 79.33% |
$3.95M - $4.82M
|
28.5K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
12.6K+ 42.07% |
$3.95M - $4.82M
|
42.5K
$17.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5K+ 144.35% |
$3.92M - $4.79M
|
21.2K
$8.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12.5KNew |
$3.9M - $4.76M
|
12.5K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.4KNew |
$3.89M - $4.76M
|
12.4K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
12.4K+ 161.81% |
$3.89M - $4.75M
|
20.1K
$8.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12.4K+ 0.64% |
$3.89M - $4.75M
|
1.96M
$824M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 7.95% |
$3.86M - $4.71M
|
167K
$70.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.3K+ 6.27% |
$3.85M - $4.7M
|
208K
$87.4M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.3K+ 69.48% |
$3.85M - $4.7M
|
29.9K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
12.2K+ 4.45% |
$3.83M - $4.68M
|
287K
$121M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
12.2KNew |
$3.83M - $4.67M
|
12.2K
$5.13M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
12.1KNew |
$3.79M - $4.63M
|
12.1K
$5.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.1KNew |
$3.78M - $4.62M
|
12.1K
$5.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
12K+ 33.52% |
$3.76M - $4.59M
|
47.8K
$20.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
11.9K+ 62.89% |
$3.74M - $4.57M
|
30.9K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
11.9K+ 369.48% |
$3.73M - $4.56M
|
15.1K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
11.8K+ 2.92% |
$3.71M - $4.53M
|
417K
$175M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.8K+ 51.16% |
$3.71M - $4.53M
|
34.9K
$14.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
11.7KNew |
$3.67M - $4.48M
|
11.7K
$4.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$3.66M - $4.47M
|
11.7K
$4.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.7KNew |
$3.66M - $4.47M
|
11.7K
$4.9M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$3.62M - $4.41M
|
11.5K
$4.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11.5KNew |
$3.61M - $4.41M
|
11.5K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 0.39% |
$3.6M - $4.4M
|
2.94M
$1.23B
|