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 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
9.31K+ 109.48% |
$2.92M - $3.56M
|
17.8K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
9.27K+ 17.76% |
$2.9M - $3.55M
|
61.5K
$25.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.2K+ 47.96% |
$2.88M - $3.52M
|
28.4K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
9.18K+ 0.14% |
$2.88M - $3.51M
|
6.75M
$2.84B
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.13K+ 195.33% |
$2.86M - $3.49M
|
13.8K
$5.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
9.1K+ 0.66% |
$2.85M - $3.48M
|
1.4M
$588M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.05K+ 6.34% |
$2.83M - $3.46M
|
152K
$63.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
8.97K+ 23.41% |
$2.81M - $3.43M
|
47.3K
$19.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
8.94K+ 12.56% |
$2.8M - $3.42M
|
80.1K
$33.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.92K+ 3.43% |
$2.8M - $3.42M
|
269K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
8.92K+ 84.67% |
$2.8M - $3.41M
|
19.5K
$8.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.78K+ 89.64% |
$2.75M - $3.36M
|
18.6K
$7.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
8.76KNew |
$2.74M - $3.35M
|
8.76K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.75K+ 1.79% |
$2.74M - $3.35M
|
496K
$208M
|
|
|
Jan 24, 2024
Q4 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
8.73K+ 21.49% |
$2.74M - $3.34M
|
49.4K
$20.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.64K+ 1.4% |
$2.71M - $3.31M
|
627K
$263M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
8.56KNew |
$2.68M - $3.27M
|
8.56K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
BUY
|
- |
8.55K+ 2.33% |
$2.68M - $3.27M
|
376K
$158M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.54K+ 0.2% |
$2.68M - $3.27M
|
4.19M
$1.76B
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
8.54K+ 4.84% |
$2.68M - $3.27M
|
185K
$77.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 18.66% |
$2.67M - $3.27M
|
54.3K
$22.8M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 18.66% |
$2.67M - $3.27M
|
54.3K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.49KNew |
$2.66M - $3.25M
|
8.49K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.48K+ 0.43% |
$2.66M - $3.25M
|
2M
$839M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.48K+ 13.55% |
$2.66M - $3.25M
|
71.1K
$29.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.48KNew |
$2.66M - $3.24M
|
8.48K
$3.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
8.46KNew |
$2.65M - $3.24M
|
8.46K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.45KNew |
$2.65M - $3.23M
|
8.45K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.45KNew |
$2.65M - $3.23M
|
8.45K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.37K+ 79.73% |
$2.62M - $3.2M
|
18.9K
$7.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.34K+ 2.75% |
$2.61M - $3.19M
|
312K
$131M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.33K+ 14.96% |
$2.61M - $3.19M
|
64K
$26.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8.32K+ 11.78% |
$2.61M - $3.19M
|
79K
$33.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.21KNew |
$2.57M - $3.14M
|
8.21K
$3.45M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.2KNew |
$2.57M - $3.14M
|
8.2K
$3.45M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8.17KNew |
$2.56M - $3.12M
|
8.17K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
8.13K+ 21.75% |
$2.55M - $3.11M
|
45.5K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.05K+ 4.1% |
$2.52M - $3.08M
|
204K
$85.9M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
8.03K+ 97.96% |
$2.52M - $3.07M
|
16.2K
$6.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
8.02K+ 2.94% |
$2.51M - $3.07M
|
280K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Spinecap Sas
Paris, I0 |
BUY
|
- |
8.02KNew |
$2.51M - $3.07M
|
8.02K
$3.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8.01K+ 357.88% |
$2.51M - $3.07M
|
10.3K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.99KNew |
$2.5M - $3.06M
|
7.99K
$3.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
7.96K+ 14.13% |
$2.49M - $3.05M
|
64.3K
$27M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.91KNew |
$2.48M - $3.03M
|
7.91K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
7.84K+ 32.64% |
$2.46M - $3M
|
31.9K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
7.84K+ 19.26% |
$2.46M - $3M
|
48.5K
$20.4M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.83KNew |
$2.45M - $3M
|
7.83K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
7.8KNew |
$2.44M - $2.98M
|
7.8K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.75KNew |
$2.43M - $2.97M
|
7.75K
$3.26M
|