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 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
7.75KNew |
$2.43M - $2.96M
|
7.75K
$3.25M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.7K+ 167.05% |
$2.41M - $2.95M
|
12.3K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
7.65K+ 0.6% |
$2.4M - $2.93M
|
1.29M
$543M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7.63KNew |
$2.39M - $2.92M
|
7.63K
$3.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.6K+ 18.74% |
$2.38M - $2.91M
|
48.2K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
7.6K+ 307.07% |
$2.38M - $2.91M
|
10.1K
$4.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.59K+ 245.31% |
$2.38M - $2.9M
|
10.7K
$4.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
7.58K+ 9.62% |
$2.38M - $2.9M
|
86.4K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.53K+ 19.2% |
$2.36M - $2.88M
|
46.8K
$19.6M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
7.46K+ 2.08% |
$2.34M - $2.86M
|
365K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.46K+ 22.06% |
$2.34M - $2.85M
|
41.3K
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.42KNew |
$2.33M - $2.84M
|
7.42K
$3.12M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.4KNew |
$2.32M - $2.83M
|
7.4K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.35K+ 14.56% |
$2.3M - $2.81M
|
57.8K
$24.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
7.34K+ 14.41% |
$2.3M - $2.81M
|
58.3K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.32KNew |
$2.3M - $2.8M
|
7.32K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.29K+ 85.51% |
$2.29M - $2.79M
|
15.8K
$6.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.28KNew |
$2.28M - $2.79M
|
7.28K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
7.22K+ 9.96% |
$2.26M - $2.76M
|
79.7K
$33.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.19K+ 25.37% |
$2.25M - $2.75M
|
35.5K
$14.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.18K+ 375.47% |
$2.25M - $2.75M
|
9.09K
$3.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
7.18K+ 2.71% |
$2.25M - $2.75M
|
272K
$114M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.12KNew |
$2.23M - $2.73M
|
7.12K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.1K+ 1.7% |
$2.23M - $2.72M
|
426K
$179M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.07K+ 4.51% |
$2.21M - $2.7M
|
164K
$68.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.06K+ 3.1% |
$2.21M - $2.7M
|
235K
$98.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
7.03K+ 2.26% |
$2.2M - $2.69M
|
318K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.03K+ 164.83% |
$2.2M - $2.69M
|
11.3K
$4.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.01K+ 500.93% |
$2.2M - $2.68M
|
8.41K
$3.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7KNew |
$2.19M - $2.68M
|
7K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
6.99KNew |
$2.19M - $2.68M
|
6.99K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.91K+ 37.84% |
$2.16M - $2.64M
|
25.2K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.9K+ 12.57% |
$2.16M - $2.64M
|
61.8K
$26M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.89KNew |
$2.16M - $2.64M
|
6.89K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.87K+ 73.59% |
$2.15M - $2.63M
|
16.2K
$6.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.97% |
$2.13M - $2.6M
|
235K
$98.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
6.8K+ 15.1% |
$2.13M - $2.6M
|
51.8K
$21.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.79K+ 72.33% |
$2.13M - $2.6M
|
16.2K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.74K+ 11.68% |
$2.11M - $2.58M
|
64.4K
$27.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
6.72K+ 22.67% |
$2.11M - $2.57M
|
36.3K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
6.66K+ 15.07% |
$2.09M - $2.55M
|
50.8K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.65K+ 1.63% |
$2.08M - $2.55M
|
414K
$174M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.64K+ 4.9% |
$2.08M - $2.54M
|
142K
$59.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.59K+ 3.52% |
$2.07M - $2.52M
|
194K
$81.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.59K+ 10.93% |
$2.07M - $2.52M
|
66.9K
$28.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.57K+ 1.32% |
$2.06M - $2.52M
|
505K
$212M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.57K+ 9.9% |
$2.06M - $2.52M
|
73K
$30.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 8.89% |
$2.06M - $2.51M
|
80.3K
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.55K+ 48.35% |
$2.05M - $2.51M
|
20.1K
$8.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.52K+ 68.54% |
$2.04M - $2.49M
|
16K
$6.73M
|