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 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.51KNew |
$2.04M - $2.49M
|
6.51K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.5K+ 2.72% |
$2.04M - $2.49M
|
245K
$103M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
6.48K+ 10.36% |
$2.03M - $2.48M
|
69.1K
$29M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
6.45K+ 0.95% |
$2.02M - $2.47M
|
688K
$289M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.41K+ 23.63% |
$2.01M - $2.45M
|
33.5K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.41K+ 4.15% |
$2.01M - $2.45M
|
161K
$67.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.34K+ 0.34% |
$1.99M - $2.43M
|
1.88M
$789M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.32KNew |
$1.98M - $2.42M
|
6.32K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6.3K+ 11.29% |
$1.97M - $2.41M
|
62.1K
$26.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
6.26KNew |
$1.96M - $2.39M
|
6.26K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.25K+ 4.24% |
$1.96M - $2.39M
|
154K
$64.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.25K+ 34.45% |
$1.96M - $2.39M
|
24.4K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.24K+ 24.66% |
$1.95M - $2.39M
|
31.5K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.21KNew |
$1.95M - $2.38M
|
6.21K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.19K+ 23.29% |
$1.94M - $2.37M
|
32.8K
$13.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.18K+ 4.46% |
$1.94M - $2.36M
|
145K
$60.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.18KNew |
$1.94M - $2.36M
|
6.18K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.16KNew |
$1.93M - $2.36M
|
6.16K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.15K+ 30.15% |
$1.93M - $2.35M
|
26.5K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.07K+ 8.53% |
$1.9M - $2.32M
|
77.2K
$32.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.01K+ 4.34% |
$1.88M - $2.3M
|
145K
$60.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6K+ 1.22% |
$1.88M - $2.3M
|
498K
$209M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
5.98K+ 47.91% |
$1.88M - $2.29M
|
18.5K
$7.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.93K+ 1.61% |
$1.86M - $2.27M
|
375K
$158M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.93K+ 55.2% |
$1.86M - $2.27M
|
16.7K
$7.01M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.91K+ 28.06% |
$1.85M - $2.26M
|
27K
$11.3M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.85M - $2.26M
|
5.9K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5.87K+ 132.26% |
$1.84M - $2.25M
|
10.3K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
5.87K+ 7.61% |
$1.84M - $2.25M
|
83K
$34.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.87K+ 7.11% |
$1.84M - $2.24M
|
88.4K
$37.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.85KNew |
$1.83M - $2.24M
|
5.85K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.85KNew |
$1.83M - $2.24M
|
5.85K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.83KNew |
$1.83M - $2.23M
|
5.83K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.82K+ 249.36% |
$1.82M - $2.23M
|
8.15K
$3.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.81KNew |
$1.82M - $2.22M
|
5.81K
$2.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.79KNew |
$1.82M - $2.22M
|
5.79K
$2.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.75KNew |
$1.8M - $2.2M
|
5.75K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5.74K+ 21.76% |
$1.8M - $2.2M
|
32.1K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.73K+ 11.57% |
$1.79M - $2.19M
|
55.2K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.71K+ 8.0% |
$1.79M - $2.19M
|
77.1K
$32.4M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
5.7K+ 5.56% |
$1.79M - $2.18M
|
108K
$45.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.67KNew |
$1.78M - $2.17M
|
5.67K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.67K+ 0.99% |
$1.78M - $2.17M
|
578K
$243M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.66KNew |
$1.77M - $2.17M
|
5.66K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.65KNew |
$1.77M - $2.16M
|
5.65K
$2.37M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.65KNew |
$1.77M - $2.16M
|
5.65K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.64KNew |
$1.77M - $2.16M
|
5.64K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5.62K+ 12.5% |
$1.76M - $2.15M
|
50.6K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.59K+ 2.71% |
$1.75M - $2.14M
|
212K
$89.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.57K+ 589.31% |
$1.75M - $2.13M
|
6.51K
$2.74M
|