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 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
11.7KNew |
$3.67M - $4.48M
|
11.7K
$5.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$3.66M - $4.47M
|
11.7K
$5.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.7KNew |
$3.66M - $4.47M
|
11.7K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$3.62M - $4.41M
|
11.5K
$5.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11.5KNew |
$3.61M - $4.41M
|
11.5K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 0.39% |
$3.6M - $4.4M
|
2.94M
$1.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
11.5K+ 84.35% |
$3.6M - $4.4M
|
25.1K
$11.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$3.6M - $4.39M
|
11.5K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
11.3K+ 28.89% |
$3.56M - $4.34M
|
50.6K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
11.3K+ 230.19% |
$3.53M - $4.32M
|
16.2K
$7.16M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
11.1KNew |
$3.49M - $4.26M
|
11.1K
$4.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.1K+ 4.89% |
$3.49M - $4.26M
|
239K
$106M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.1K+ 4.61% |
$3.48M - $4.25M
|
253K
$112M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 6.91% |
$3.48M - $4.25M
|
172K
$76.1M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.1KNew |
$3.48M - $4.25M
|
11.1K
$4.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
11K+ 68.04% |
$3.45M - $4.21M
|
27.2K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
10.9K+ 4.52% |
$3.43M - $4.19M
|
253K
$112M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
10.9K+ 631.73% |
$3.43M - $4.18M
|
12.7K
$5.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.9K+ 7.53% |
$3.41M - $4.16M
|
155K
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
10.9KNew |
$3.41M - $4.16M
|
10.9K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.9K+ 29.64% |
$3.4M - $4.16M
|
47.5K
$21M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
10.8K+ 7.26% |
$3.38M - $4.13M
|
160K
$70.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.8K+ 3.54% |
$3.37M - $4.12M
|
315K
$139M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.8K+ 71.32% |
$3.37M - $4.12M
|
25.8K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.7K+ 12.49% |
$3.37M - $4.11M
|
96.8K
$42.8M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.7KNew |
$3.37M - $4.11M
|
10.7K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 108.46% |
$3.36M - $4.11M
|
20.6K
$9.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 5.15% |
$3.34M - $4.08M
|
218K
$96.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.6K+ 7.55% |
$3.34M - $4.07M
|
152K
$67.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.6KNew |
$3.33M - $4.07M
|
10.6K
$4.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
10.6K+ 16.15% |
$3.33M - $4.06M
|
76.3K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 111.49% |
$3.32M - $4.05M
|
20.1K
$8.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
10.6KNew |
$3.31M - $4.04M
|
10.6K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10.5KNew |
$3.3M - $4.02M
|
10.5K
$4.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.4K+ 18.54% |
$3.25M - $3.97M
|
66.4K
$29.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4K+ 7.61% |
$3.25M - $3.97M
|
147K
$64.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 1.89% |
$3.19M - $3.89M
|
549K
$243M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1K+ 5.4% |
$3.17M - $3.88M
|
198K
$87.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
10KNew |
$3.14M - $3.84M
|
10K
$4.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
10K+ 0.88% |
$3.13M - $3.83M
|
1.15M
$507M
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10K+ 22.22% |
$3.13M - $3.83M
|
55K
$24.3M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.94K+ 125.84% |
$3.12M - $3.8M
|
17.8K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
9.93KNew |
$3.11M - $3.8M
|
9.93K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
9.92KNew |
$3.11M - $3.8M
|
9.92K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
9.88K+ 118.15% |
$3.1M - $3.78M
|
18.2K
$8.07M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
9.83KNew |
$3.08M - $3.76M
|
9.83K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.81K+ 38.29% |
$3.08M - $3.76M
|
35.4K
$15.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.8K+ 28.1% |
$3.07M - $3.75M
|
44.7K
$19.8M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.69K+ 37.61% |
$3.04M - $3.71M
|
35.5K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9.68KNew |
$3.03M - $3.71M
|
9.68K
$4.28M
|