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Microsoft Corp Stock Research

MSFT

276.20USD+10.76(+4.05%)Market Closed

Which funds bought or sold MSFT recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-03-15B. Riley Wealth Advisors, Inc.REDUCED 2.09%-8.15-4,273,36074,565,600310,923
2023-03-14AWM CAPITAL, LLCREDUCED 0.24%-2.37-23,621721,3793,008
2023-03-13Claro Advisors LLCADDED 3.23%26.911,540,4309,864,43041,133
2023-03-10VICTORY CAPITAL MANAGEMENT INCADDED 1.74%2.4382,522,4001,590,180,0006,630,730
2023-03-10BAILLIE GIFFORD & COREDUCED 1.48%-4.39-22,407,3001,421,040,0005,925,450
2023-03-10MATHER GROUP, LLC.ADDED 0.30%7.711,546,98015,719,00065,545
2023-03-10Financial Alternatives, IncNEW 0.26%-262,123262,1231,093
2023-03-10Flagstone Financial ManagementNEW 0.57%-932,595932,5953,889
2023-03-08SHEETS SMITH WEALTH MANAGEMENTREDUCED 0.85%-2.5817,1785,431,18022,647
2023-03-08Capital Asset Advisory Services LLCADDED 0.81%6.01983,03410,154,00041,745
2023-03-08Pacific Wealth ManagementSOLD OFF -%-100-277,000--
2023-03-07Great Lakes Retirement, Inc.NEW 1.83%-7,161,0707,161,07029,860
2023-03-07Nordwand Advisors, LLCNEW 0.61%-4,902,4004,902,40038,197
2023-03-06NORTH STAR ASSET MANAGEMENT INCADDED 2.52%12.495,546,83040,575,800169,193
2023-03-06Aldebaran Financial Inc.ADDED 2.08%42.36596,8301,935,8308,072
2023-03-06Rockefeller Capital Management L.P.REDUCED 3.58%-6.28-25,755,000711,560,0002,967,070
2023-03-06BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALADDED 0.32%13.73123,538848,5383,538
2023-03-03TIAA, FSBADDED 0.75%1.167,600,030189,878,000791,752
2023-03-03Crumly & Associates Inc.REDUCED 0.41%-13.29-129,7831,078,2204,496
2023-03-02RESTON WEALTH MANAGEMENT LLCREDUCED 0.47%-2.087,084846,0843,528
2023-03-02OLIVER LAGORE VANVALIN INVESTMENT GROUPREDUCED 0.51%-19.98-191,933898,0673,745
2023-03-02LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MANEW 6.08%-490,926,000490,926,0002,047,060
2023-03-01BENNICAS & ASSOCIATES, INC.UNCHANGED 1.98%-99,4473,429,45014,300
2023-03-01SMITHBRIDGE ASSET MANAGEMENT INC/DEADDED 3.97%62.66,021,00014,949,00062,333
2023-03-01Regal Investment Advisors LLCADDED 1.56%1.92757,17816,064,20066,984

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Which funds are the top buyers of MSFT?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC642,665,000154,124,000,000 4.20%
BlackRock Inc.532,043,000127,594,000,000 4.00%
STATE STREET CORP294,575,00070,644,900,000 4.15%
FMR LLC198,986,00047,720,700,000 4.74%
PRICE T ROWE ASSOCIATES INC /MD/168,647,00040,445,000,000 6.51%
GEODE CAPITAL MANAGEMENT, LLC142,731,00034,172,700,000 4.80%
MORGAN STANLEY119,418,00028,638,800,000 3.25%
JPMORGAN CHASE & CO93,021,10022,308,300,000 2.94%
Capital World Investors91,715,10021,995,300,000 4.69%
NORGES BANK86,316,90020,700,500,000 4.99%

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Which funds have put a big percent of portfolio in MSFT?

Fund Name$ Value% Port.
JOHO CAPITAL LLC141,686,000 45.85%
COASTAL INVESTMENT MANAGEMENT, L.P.29,867,000 41.59%
TRB Advisors LP40,769,000 40.03%
Skye Global Management LP1,160,370,000 39.94%
ACTIAM N.V.411,145,000 34.51%
SANDER CAPITAL ADVISORS INC50,412,000 33.38%
COMMERZBANK AKTIENGESELLSCHAFT /FI203,250,000 33.32%
LAIRD NORTON TRUST COMPANY, LLC197,370,000 28.03%
BELLEVUE ASSET MANAGEMENT, LLC36,149,600 27.96%
BILL & MELINDA GATES FOUNDATION TRUST9,416,450,000 26.36%

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Trend of No. of funds that hold MSFT

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
NORGES BANK20,700,500,000
CI Private Wealth, LLC936,066,000
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA490,926,000
Cercano Management LLC408,875,000
Third Point LLC282,988,000
BLS CAPITAL FONDSMAEGLERSELSKAB A/S275,538,000
Newlands Management Operations LLC251,888,000
BSN CAPITAL PARTNERS Ltd246,267,000