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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.89KNew |
$2.16M - $2.64M
|
6.89K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.87K+ 73.59% |
$2.15M - $2.63M
|
16.2K
$8.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.97% |
$2.13M - $2.6M
|
235K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
6.8K+ 15.1% |
$2.13M - $2.6M
|
51.8K
$27.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.79K+ 72.33% |
$2.13M - $2.6M
|
16.2K
$8.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.74K+ 11.68% |
$2.11M - $2.58M
|
64.4K
$33.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
6.72K+ 22.67% |
$2.11M - $2.57M
|
36.3K
$19.1M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
6.69KNew |
$2.1M - $2.56M
|
6.69K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
6.66K+ 15.07% |
$2.09M - $2.55M
|
50.8K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.65K+ 1.63% |
$2.08M - $2.55M
|
414K
$217M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.64K+ 4.9% |
$2.08M - $2.54M
|
142K
$74.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.59K+ 3.52% |
$2.07M - $2.52M
|
194K
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.59K+ 10.93% |
$2.07M - $2.52M
|
66.9K
$35.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.57K+ 1.32% |
$2.06M - $2.52M
|
505K
$266M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.57K+ 9.9% |
$2.06M - $2.52M
|
73K
$38.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 8.89% |
$2.06M - $2.51M
|
80.3K
$42.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.55K+ 48.35% |
$2.05M - $2.51M
|
20.1K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.52K+ 68.54% |
$2.04M - $2.49M
|
16K
$8.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.51KNew |
$2.04M - $2.49M
|
6.51K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.5K+ 2.72% |
$2.04M - $2.49M
|
245K
$129M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
6.48K+ 10.36% |
$2.03M - $2.48M
|
69.1K
$36.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
6.45K+ 0.95% |
$2.02M - $2.47M
|
688K
$362M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.41K+ 23.63% |
$2.01M - $2.45M
|
33.5K
$17.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.41K+ 4.15% |
$2.01M - $2.45M
|
161K
$84.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.34K+ 0.34% |
$1.99M - $2.43M
|
1.88M
$987M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.32KNew |
$1.98M - $2.42M
|
6.32K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6.3K+ 11.29% |
$1.97M - $2.41M
|
62.1K
$32.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
6.26KNew |
$1.96M - $2.39M
|
6.26K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.25K+ 4.24% |
$1.96M - $2.39M
|
154K
$80.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.25K+ 34.45% |
$1.96M - $2.39M
|
24.4K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.24K+ 24.66% |
$1.95M - $2.39M
|
31.5K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.21KNew |
$1.95M - $2.38M
|
6.21K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.19K+ 23.29% |
$1.94M - $2.37M
|
32.8K
$17.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.18K+ 4.46% |
$1.94M - $2.36M
|
145K
$76M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.18KNew |
$1.94M - $2.36M
|
6.18K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.16KNew |
$1.93M - $2.36M
|
6.16K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.15K+ 30.15% |
$1.93M - $2.35M
|
26.5K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.07K+ 8.53% |
$1.9M - $2.32M
|
77.2K
$40.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.01K+ 4.34% |
$1.88M - $2.3M
|
145K
$76M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6K+ 1.22% |
$1.88M - $2.3M
|
498K
$262M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
5.98K+ 47.91% |
$1.88M - $2.29M
|
18.5K
$9.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.93K+ 1.61% |
$1.86M - $2.27M
|
375K
$197M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.93K+ 55.2% |
$1.86M - $2.27M
|
16.7K
$8.77M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.91K+ 28.06% |
$1.85M - $2.26M
|
27K
$14.2M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.85M - $2.26M
|
5.9K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5.87K+ 132.26% |
$1.84M - $2.25M
|
10.3K
$5.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
5.87K+ 7.61% |
$1.84M - $2.25M
|
83K
$43.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.87K+ 7.11% |
$1.84M - $2.24M
|
88.4K
$46.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.85KNew |
$1.83M - $2.24M
|
5.85K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.85KNew |
$1.83M - $2.24M
|
5.85K
$3.07M
|