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 08, 2024
Q4 2023
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
BUY
|
- |
20.4KNew |
$6.38M - $7.79M
|
20.4K
$8.56M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
20.2KNew |
$6.34M - $7.74M
|
20.2K
$8.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
20K+ 100.0% |
$6.27M - $7.65M
|
40K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20KNew |
$6.26M - $7.64M
|
20K
$8.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 0.54% |
$6.18M - $7.55M
|
3.66M
$1.54B
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.6K+ 10.08% |
$6.15M - $7.52M
|
215K
$90.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
19.6K+ 19.32% |
$6.14M - $7.5M
|
121K
$50.8M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
19.5KNew |
$6.13M - $7.48M
|
19.5K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19.5K+ 0.17% |
$6.12M - $7.47M
|
11.4M
$4.79B
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
19.5KNew |
$6.1M - $7.45M
|
19.5K
$8.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
19.4K+ 26.59% |
$6.08M - $7.43M
|
92.4K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
19.2KNew |
$6.03M - $7.36M
|
19.2K
$8.08M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
19.1K+ 9.48% |
$5.98M - $7.31M
|
220K
$92.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19K+ 11.27% |
$5.96M - $7.28M
|
188K
$79M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.5KNew |
$5.8M - $7.08M
|
18.5K
$7.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.3K+ 24.2% |
$5.75M - $7.02M
|
94.1K
$39.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.3K+ 28.41% |
$5.74M - $7.01M
|
82.8K
$34.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
18.3K+ 2.61% |
$5.72M - $6.99M
|
717K
$301M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.2K+ 60.07% |
$5.7M - $6.97M
|
48.5K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.2K+ 3.74% |
$5.7M - $6.96M
|
505K
$212M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
18.2KNew |
$5.7M - $6.96M
|
18.2K
$7.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
18KNew |
$5.65M - $6.9M
|
18K
$7.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
18K+ 27.42% |
$5.65M - $6.9M
|
83.7K
$35.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
17.9KNew |
$5.62M - $6.86M
|
17.9K
$7.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
17.9KNew |
$5.6M - $6.83M
|
17.9K
$7.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
17.8K+ 93.98% |
$5.59M - $6.83M
|
36.8K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.8K+ 19.41% |
$5.59M - $6.82M
|
110K
$46.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
17.8KNew |
$5.57M - $6.8M
|
17.8K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
17.8K+ 51.41% |
$5.57M - $6.8M
|
52.3K
$22M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.6K+ 90.71% |
$5.51M - $6.73M
|
37K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 46.43% |
$5.51M - $6.72M
|
55.4K
$23.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.6K+ 6.23% |
$5.5M - $6.72M
|
299K
$126M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.5K+ 17.91% |
$5.5M - $6.71M
|
115K
$48.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
17.3K+ 5.44% |
$5.43M - $6.63M
|
336K
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
17.3K+ 31.63% |
$5.42M - $6.62M
|
72K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.1K+ 5.31% |
$5.36M - $6.55M
|
339K
$143M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
17.1K+ 12.08% |
$5.35M - $6.53M
|
158K
$66.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
17KNew |
$5.33M - $6.51M
|
17K
$7.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
16.9K+ 1.82% |
$5.3M - $6.48M
|
947K
$398M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
16.9KNew |
$5.29M - $6.45M
|
16.9K
$7.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
16.9K+ 9.21% |
$5.28M - $6.45M
|
200K
$84M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8K+ 19.43% |
$5.26M - $6.42M
|
103K
$43.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
16.8K+ 129.97% |
$5.25M - $6.42M
|
29.7K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
16.7K+ 5.07% |
$5.23M - $6.39M
|
346K
$145M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.7K+ 0.8% |
$5.22M - $6.37M
|
2.09M
$876M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
16.6K+ 28.52% |
$5.2M - $6.35M
|
74.7K
$31.4M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$5.17M - $6.31M
|
16.5K
$6.93M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16.4K+ 122.01% |
$5.13M - $6.27M
|
29.8K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
16.4K+ 0.94% |
$5.12M - $6.26M
|
1.76M
$740M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.3K+ 8.84% |
$5.11M - $6.23M
|
201K
$84.3M
|