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 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
31.8KNew |
$9.96M - $12.2M
|
31.8K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
31.7K+ 87.81% |
$9.92M - $12.1M
|
67.7K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
31.2K+ 208.98% |
$9.79M - $12M
|
46.2K
$19.4M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
31KNew |
$9.72M - $11.9M
|
31K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Fernbridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
31K+ 23.38% |
$9.7M - $11.8M
|
163K
$68.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30.9K+ 58.2% |
$9.68M - $11.8M
|
84K
$35.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30.9KNew |
$9.67M - $11.8M
|
30.9K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
30.6KNew |
$9.6M - $11.7M
|
30.6K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
30.6K+ 14.72% |
$9.58M - $11.7M
|
238K
$100M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.5K+ 43.22% |
$9.55M - $11.7M
|
101K
$42.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
30.3K+ 78.25% |
$9.5M - $11.6M
|
69K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$9.43M - $11.5M
|
30.1K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
30.1K+ 16.67% |
$9.43M - $11.5M
|
211K
$88.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
30KNew |
$9.4M - $11.5M
|
30K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
29.9K+ 1.5% |
$9.38M - $11.5M
|
2.03M
$853M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29.9K+ 3.94% |
$9.37M - $11.4M
|
789K
$331M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
29.8K+ 4.25% |
$9.34M - $11.4M
|
731K
$307M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
29.6K+ 114015.38% |
$9.29M - $11.3M
|
29.7K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
29.3K+ 0.88% |
$9.19M - $11.2M
|
3.37M
$1.42B
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
29.1K+ 1.15% |
$9.13M - $11.2M
|
2.57M
$1.08B
|
|
|
Feb 09, 2024
Q4 2023
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
28.9KNew |
$9.06M - $11.1M
|
28.9K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.9K+ 25.22% |
$9.05M - $11.1M
|
143K
$60.3M
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
28.6KNew |
$8.97M - $11M
|
28.6K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.6K+ 261.0% |
$8.95M - $10.9M
|
39.5K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
28.5K+ 21.34% |
$8.93M - $10.9M
|
162K
$68.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
28.3KNew |
$8.88M - $10.8M
|
28.3K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
28.2KNew |
$8.85M - $10.8M
|
28.2K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
28.2K+ 4.68% |
$8.85M - $10.8M
|
632K
$266M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 76.8% |
$8.78M - $10.7M
|
64.5K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28K+ 3016.92% |
$8.77M - $10.7M
|
28.9K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
28KNew |
$8.76M - $10.7M
|
28K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.4KNew |
$8.6M - $10.5M
|
27.4K
$11.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27.1K+ 109.12% |
$8.49M - $10.4M
|
51.9K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
27.1K+ 106.25% |
$8.48M - $10.4M
|
52.5K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
27K+ 26.81% |
$8.46M - $10.3M
|
128K
$53.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
26.9K+ 3.55% |
$8.44M - $10.3M
|
786K
$330M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 603.77% |
$8.44M - $10.3M
|
31.4K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
26.8KNew |
$8.41M - $10.3M
|
26.8K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Freemont Management S.A.
|
BUY
|
- |
26.6K+ 23.84% |
$8.34M - $10.2M
|
138K
$58.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
26.5KNew |
$8.3M - $10.1M
|
26.5K
$11.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
26.1KNew |
$8.19M - $10M
|
26.1K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
26.1KNew |
$8.17M - $9.97M
|
26.1K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
26K+ 0.38% |
$8.16M - $9.96M
|
6.96M
$2.92B
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25.7KNew |
$8.05M - $9.83M
|
25.7K
$10.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
25.6KNew |
$8.01M - $9.78M
|
25.6K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.5K+ 10.56% |
$7.98M - $9.75M
|
267K
$112M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25.4KNew |
$7.96M - $9.72M
|
25.4K
$10.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.1KNew |
$7.88M - $9.62M
|
25.1K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
25.1KNew |
$7.85M - $9.59M
|
25.1K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
25K+ 4.23% |
$7.84M - $9.58M
|
616K
$259M
|