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 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.59K+ 2.71% |
$1.75M - $2.14M
|
212K
$89.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.57K+ 589.31% |
$1.75M - $2.13M
|
6.51K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.56K+ 8.77% |
$1.74M - $2.13M
|
68.9K
$29.2M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.55KNew |
$1.74M - $2.12M
|
5.55K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.47K+ 44.07% |
$1.72M - $2.09M
|
17.9K
$7.57M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.44KNew |
$1.7M - $2.08M
|
5.44K
$2.3M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.43KNew |
$1.7M - $2.08M
|
5.43K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.42K+ 61.0% |
$1.7M - $2.07M
|
14.3K
$6.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.41K+ 1.36% |
$1.69M - $2.07M
|
402K
$170M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.41K+ 1.36% |
$1.69M - $2.07M
|
404K
$171M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.4K+ 14.61% |
$1.69M - $2.07M
|
42.4K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
5.4KNew |
$1.69M - $2.07M
|
5.4K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5.39KNew |
$1.69M - $2.06M
|
5.39K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.37K+ 30.76% |
$1.68M - $2.06M
|
22.8K
$9.66M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
5.36K+ 3.58% |
$1.68M - $2.05M
|
155K
$65.6M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5.34KNew |
$1.67M - $2.04M
|
5.34K
$2.26M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.32KNew |
$1.67M - $2.04M
|
5.32K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.3K+ 2.64% |
$1.66M - $2.03M
|
206K
$87M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.29K+ 1.73% |
$1.66M - $2.02M
|
311K
$131M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.28K+ 7.46% |
$1.65M - $2.02M
|
76.1K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.27K+ 1.17% |
$1.65M - $2.02M
|
457K
$193M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.26KNew |
$1.65M - $2.01M
|
5.26K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.26KNew |
$1.65M - $2.01M
|
5.26K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
5.25K+ 25.33% |
$1.65M - $2.01M
|
26K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.23K+ 95.32% |
$1.64M - $2M
|
10.7K
$4.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
BUY
|
- |
5.18KNew |
$1.62M - $1.98M
|
5.18K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
5.17K+ 9.1% |
$1.62M - $1.98M
|
62K
$26.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
5.13KNew |
$1.61M - $1.96M
|
5.13K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.12KNew |
$1.6M - $1.96M
|
5.12K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
5.11K+ 4.35% |
$1.6M - $1.96M
|
123K
$51.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
5.11K+ 5.11% |
$1.6M - $1.95M
|
105K
$44.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.08K+ 13.87% |
$1.59M - $1.94M
|
41.7K
$17.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.02K+ 2.37% |
$1.57M - $1.92M
|
216K
$91.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.99K+ 39.35% |
$1.56M - $1.91M
|
17.7K
$7.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.99KNew |
$1.56M - $1.91M
|
4.99K
$2.11M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4.97KNew |
$1.56M - $1.9M
|
4.97K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.97KNew |
$1.56M - $1.9M
|
4.97K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.96K+ 4.31% |
$1.55M - $1.9M
|
120K
$50.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.95K+ 80.74% |
$1.55M - $1.89M
|
11.1K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.95KNew |
$1.55M - $1.89M
|
4.95K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.93K+ 3.81% |
$1.55M - $1.89M
|
134K
$56.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.92KNew |
$1.54M - $1.88M
|
4.92K
$2.08M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.91KNew |
$1.54M - $1.88M
|
4.91K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.9KNew |
$1.54M - $1.88M
|
4.9K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.87K+ 6.07% |
$1.53M - $1.86M
|
85.1K
$36M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.87KNew |
$1.53M - $1.86M
|
4.87K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.84K+ 685.41% |
$1.52M - $1.85M
|
5.55K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.83K+ 0.59% |
$1.51M - $1.85M
|
822K
$348M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.82K+ 23.7% |
$1.51M - $1.84M
|
25.1K
$10.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.81K+ 7.7% |
$1.51M - $1.84M
|
67.3K
$28.5M
|