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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
25KNew |
$7.83M - $9.57M
|
25K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
25K+ 40.63% |
$7.83M - $9.57M
|
86.5K
$36.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Exor Capital LLP
London, X0 |
BUY
|
- |
25K+ 51.52% |
$7.83M - $9.57M
|
73.5K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pennant Select, LLC
Summit, NJ |
BUY
|
- |
25KNew |
$7.83M - $9.57M
|
25K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25K+ 6.03% |
$7.82M - $9.55M
|
439K
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.8KNew |
$7.77M - $9.49M
|
24.8K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
24.7K+ 247.61% |
$7.75M - $9.47M
|
34.7K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 2.58% |
$7.74M - $9.45M
|
980K
$412M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
24.7K+ 22.55% |
$7.74M - $9.45M
|
134K
$56.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
24.6K+ 3.59% |
$7.71M - $9.41M
|
711K
$299M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
24.6K+ 10.67% |
$7.71M - $9.41M
|
255K
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
24.5KNew |
$7.67M - $9.36M
|
24.5K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.4KNew |
$7.66M - $9.36M
|
24.4K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
24.1KNew |
$7.55M - $9.22M
|
24.1K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24.1KNew |
$7.54M - $9.21M
|
24.1K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.9K+ 17.98% |
$7.48M - $9.14M
|
157K
$65.8M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.8KNew |
$7.46M - $9.11M
|
23.8K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
23.6KNew |
$7.41M - $9.04M
|
23.6K
$9.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
23.5KNew |
$7.36M - $8.98M
|
23.5K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.4K+ 3.83% |
$7.33M - $8.95M
|
633K
$266M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
23.1K+ 211.32% |
$7.25M - $8.85M
|
34.1K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.1K+ 3.11% |
$7.24M - $8.85M
|
767K
$322M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
23.1KNew |
$7.23M - $8.83M
|
23.1K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23.1K+ 20.17% |
$7.23M - $8.83M
|
137K
$57.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23K+ 4.69% |
$7.21M - $8.8M
|
513K
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
23KNew |
$7.19M - $8.79M
|
23K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22.6KNew |
$7.08M - $8.65M
|
22.6K
$9.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.5K+ 48.82% |
$7.04M - $8.6M
|
68.5K
$28.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
22.4K+ 14.36% |
$7.03M - $8.58M
|
179K
$75.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22.3KNew |
$6.99M - $8.53M
|
22.3K
$9.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.2K+ 3.8% |
$6.95M - $8.49M
|
606K
$255M
|
|
|
Feb 14, 2024
Q4 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
22K+ 17.89% |
$6.89M - $8.42M
|
145K
$60.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
21.9K+ 116.8% |
$6.85M - $8.36M
|
40.6K
$17M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
21.7K+ 0.59% |
$6.8M - $8.31M
|
3.73M
$1.57B
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
21.6K+ 7.47% |
$6.77M - $8.27M
|
311K
$131M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.6K+ 8.38% |
$6.77M - $8.27M
|
279K
$117M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
21.6K+ 15.35% |
$6.77M - $8.27M
|
162K
$68.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
21.5K+ 14.58% |
$6.73M - $8.22M
|
169K
$70.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21.4K+ 12.36% |
$6.7M - $8.18M
|
194K
$81.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21.3K+ 177.04% |
$6.68M - $8.16M
|
33.4K
$14M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$6.65M - $8.12M
|
21.2K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
21.1K+ 31.74% |
$6.61M - $8.07M
|
87.5K
$36.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
21.1K+ 333.38% |
$6.61M - $8.07M
|
27.4K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20.9KNew |
$6.56M - $8.01M
|
20.9K
$8.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 10.37% |
$6.55M - $8M
|
222K
$93.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.8KNew |
$6.53M - $7.97M
|
20.8K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.8K+ 522.48% |
$6.51M - $7.94M
|
24.7K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20.6K+ 2.69% |
$6.47M - $7.9M
|
787K
$331M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
20.6K+ 11.41% |
$6.44M - $7.87M
|
201K
$84.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.5K+ 4.9% |
$6.43M - $7.85M
|
439K
$184M
|