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MSFT - Microsoft Corp Stock Price, Fair Value and News
412.29
USD
+1.75
(+0.43%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold MSFT recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-08
Motley Fool Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
49,148
2024-05-08
EMERALD ADVISERS, LLC
REDUCED
Premium
Premium
Premium
Premium
18,478
2024-05-08
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
REDUCED
Premium
Premium
Premium
Premium
13,098
2024-05-08
UNIVEST FINANCIAL Corp
ADDED
Premium
Premium
Premium
Premium
34,166
2024-05-08
MAI Capital Management
ADDED
Premium
Premium
Premium
Premium
876,368
2024-05-08
TD Asset Management Inc
REDUCED
Premium
Premium
Premium
Premium
10,092,400
2024-05-08
NORTH STAR ASSET MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
157,681
2024-05-08
EVERENCE CAPITAL MANAGEMENT INC
UNCHANGED
Premium
Premium
Premium
Premium
136,858
2024-05-08
GREAT LAKES ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
596,106
2024-05-08
GW&K Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
369,012
2024-05-08
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
ADDED
Premium
Premium
Premium
Premium
1,631,200
2024-05-08
ROANOKE ASSET MANAGEMENT CORP/ NY
REDUCED
Premium
Premium
Premium
Premium
28,636
2024-05-08
AUXIER ASSET MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
112,053
2024-05-08
PETTYJOHN, WOOD & WHITE, INC
ADDED
Premium
Premium
Premium
Premium
75,714
2024-05-08
PROFUND ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
332,715
2024-05-08
PRIVATE MANAGEMENT GROUP INC
REDUCED
Premium
Premium
Premium
Premium
6,237
2024-05-08
SHEETS SMITH WEALTH MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
24,989
2024-05-08
FCA CORP /TX
REDUCED
Premium
Premium
Premium
Premium
6,384
2024-05-08
DEARBORN PARTNERS LLC
REDUCED
Premium
Premium
Premium
Premium
216,251
2024-05-08
Cantillon Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
1,446,270
2024-05-08
LETKO, BROSSEAU & ASSOCIATES INC
UNCHANGED
Premium
Premium
Premium
Premium
638
2024-05-08
AVANTAX ADVISORY SERVICES, INC.
ADDED
Premium
Premium
Premium
Premium
286,682
2024-05-08
Hills Bank & Trust Co
REDUCED
Premium
Premium
Premium
Premium
80,620
2024-05-08
First National Bank of Hutchinson
ADDED
Premium
Premium
Premium
Premium
14,485
2024-05-08
Calamos Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
2,521,200
Rows per page:
10
25
50
All
1–25 of 1934
Which funds are the top buyers of MSFT?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
664,909,000
250,032,000,000
5.46%
BlackRock Inc.
538,937,000
202,662,000,000
5.17%
STATE STREET CORP
297,627,000
111,920,000,000
5.44%
FMR LLC
218,838,000
82,292,000,000
6.32%
GEODE CAPITAL MANAGEMENT, LLC
154,271,000
57,866,500,000
6.05%
PRICE T ROWE ASSOCIATES INC /MD/
144,407,000
54,303,000,000
7.30%
JPMORGAN CHASE & CO
124,051,000
46,648,000,000
4.48%
MORGAN STANLEY
123,946,000
46,608,600,000
4.11%
NORGES BANK
95,521,900
35,920,000,000
6.28%
Capital World Investors
90,520,600
34,039,200,000
6.05%
Rows per page:
10
1–10 of 92
Which funds have put a big percent of portfolio in MSFT?
Fund Name
$ Value
% Port.
SANDER CAPITAL ADVISORS INC
97,737,000
47.68%
Laird Norton Wetherby Trust Company, LLC
380,559,000
44.98%
JOHO CAPITAL LLC
245,065,000
44.42%
COASTAL INVESTMENT MANAGEMENT, L.P.
29,867,000
41.59%
Connolly Sarah T.
389,201
35.15%
BELLEVUE ASSET MANAGEMENT, LLC
61,653,500
35.00%
BILL & MELINDA GATES FOUNDATION TRUST
14,368,800,000
33.98%
Fortis Capital Management LLC
121,443,000
31.85%
ARMSTRONG HENRY H ASSOCIATES INC
316,787,000
30.82%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold MSFT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Mediolanum International Funds Ltd
410,493,000
Canoe Financial LP
261,329,000
SpiderRock Advisors, LLC
224,623,000
FOCUSED INVESTORS FUND L P
202,850,000
BNP PARIBAS
142,677,000
WT Asset Management Ltd
87,185,000
Diversify Advisory Services, LLC
37,898,600
Cyrus J. Lawrence, LLC
36,878,000
Additions
Fund Name
% Increased
Simplicity Wealth,LLC
4,496
WEDGE CAPITAL MANAGEMENT L L P/NC
1,624
CAPSTONE INVESTMENT ADVISORS, LLC
903
SG Americas Securities, LLC
714
MILESTONE ASSET MANAGEMENT, LLC
484
CloudAlpha Capital Management Limited/Hong Kong
365
Naples Money Management LLC
352
E Fund Management (Hong Kong) Co., Ltd.
276
Reductions
Fund Name
% Reduced
INTERACTIVE FINANCIAL ADVISORS, INC.
-98.58
Granite Bay Wealth Management, LLC
-98.42
ORG Partners LLC
-96.04
Harel Insurance Investments & Financial Services Ltd.
-95.03
GUNN & Co INVESTMENT MANAGEMENT, INC.
-91.57
AFS Financial Group, LLC
-89.2
Trellis Wealth Advisors LLC
-85.5
Value Partners Investments Inc.
-81.22
Sold off
Fund Name
$ Sold
Rothschild & Co Wealth Management UK Ltd
-364,614,000
MEITAV INVESTMENT HOUSE LTD
-140,993,000
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
-27,358,700
Glassman Wealth Services
-20,354,200
PBCay One RSC Ltd
-17,109,800
FORA Capital, LLC
-10,875,800
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
-9,607,020
Invera Wealth Advisors, LLC
-5,848,950