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 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.12KNew |
$1.29M - $1.57M
|
4.12K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.11K+ 13.64% |
$1.29M - $1.57M
|
34.3K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.11K+ 1.3% |
$1.29M - $1.57M
|
320K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.1K+ 25.87% |
$1.28M - $1.57M
|
19.9K
$8.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1820.09% |
$1.28M - $1.56M
|
4.3K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.07KNew |
$1.28M - $1.56M
|
4.07K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
4.07K+ 5.05% |
$1.28M - $1.56M
|
84.7K
$35.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.07KNew |
$1.27M - $1.56M
|
4.07K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.07KNew |
$1.27M - $1.56M
|
4.07K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.05K+ 11.76% |
$1.27M - $1.55M
|
38.5K
$16.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.05K+ 0.4% |
$1.27M - $1.55M
|
1.02M
$429M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.05KNew |
$1.27M - $1.55M
|
4.05K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.03K+ 22.18% |
$1.26M - $1.54M
|
22.2K
$9.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.02KNew |
$1.26M - $1.54M
|
4.02K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.98K+ 7.4% |
$1.25M - $1.52M
|
57.8K
$24.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.98K+ 11.9% |
$1.25M - $1.52M
|
37.4K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.97K+ 18.94% |
$1.24M - $1.52M
|
24.9K
$10.5M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.97KNew |
$1.24M - $1.52M
|
3.97K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
3.94KNew |
$1.24M - $1.51M
|
3.94K
$1.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.93K+ 7.32% |
$1.23M - $1.51M
|
57.7K
$24.2M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.9KNew |
$1.22M - $1.49M
|
3.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.88K+ 11.01% |
$1.21M - $1.48M
|
39.1K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.86K+ 120.42% |
$1.21M - $1.48M
|
7.06K
$2.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.83KNew |
$1.2M - $1.46M
|
3.83K
$1.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.8K+ 0.09% |
$1.19M - $1.46M
|
4.15M
$1.75B
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
3.8K+ 8.93% |
$1.19M - $1.45M
|
46.3K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.78K+ 0.05% |
$1.18M - $1.45M
|
8.18M
$3.44B
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.78K+ 41.33% |
$1.18M - $1.45M
|
12.9K
$5.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.77K+ 3.25% |
$1.18M - $1.44M
|
120K
$50.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.77K+ 12.66% |
$1.18M - $1.44M
|
33.5K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.77K+ 17.02% |
$1.18M - $1.44M
|
25.9K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
3.75K+ 2.92% |
$1.18M - $1.44M
|
132K
$55.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.74KNew |
$1.17M - $1.43M
|
3.74K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.73KNew |
$1.17M - $1.43M
|
3.73K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.72KNew |
$1.17M - $1.42M
|
3.72K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.71K+ 19.35% |
$1.16M - $1.42M
|
22.9K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.71KNew |
$1.16M - $1.42M
|
3.71K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.7K+ 13.38% |
$1.16M - $1.42M
|
31.4K
$13.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.7K+ 13.38% |
$1.16M - $1.42M
|
31.4K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.7K+ 35.42% |
$1.16M - $1.42M
|
14.1K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.69K+ 22.54% |
$1.16M - $1.41M
|
20.1K
$8.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.68K+ 42.92% |
$1.15M - $1.41M
|
12.3K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.68K+ 191.51% |
$1.15M - $1.41M
|
5.6K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.68KNew |
$1.15M - $1.41M
|
3.68K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.66K+ 0.28% |
$1.15M - $1.4M
|
1.3M
$547M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.65K+ 7.8% |
$1.14M - $1.4M
|
50.4K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.63K+ 31.29% |
$1.14M - $1.39M
|
15.2K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 5.65% |
$1.13M - $1.38M
|
67.7K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.61K+ 44.42% |
$1.13M - $1.38M
|
11.7K
$4.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.61K+ 17.02% |
$1.13M - $1.38M
|
24.8K
$10.4M
|