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 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.71KNew |
$851K - $1.04M
|
2.71K
$1.15M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.71KNew |
$851K - $1.04M
|
2.71K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.71KNew |
$848K - $1.04M
|
2.71K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2.69K+ 6.13% |
$843K - $1.03M
|
46.6K
$19.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.69KNew |
$842K - $1.03M
|
2.69K
$1.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
2.68K+ 3.59% |
$841K - $1.03M
|
77.4K
$32.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.68K+ 4.94% |
$840K - $1.03M
|
56.9K
$24.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.68KNew |
$840K - $1.03M
|
2.68K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.68K+ 57.07% |
$840K - $1.03M
|
7.37K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.68KNew |
$839K - $1.02M
|
2.68K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.67K+ 4.83% |
$838K - $1.02M
|
58K
$24.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
2.67K+ 16.39% |
$837K - $1.02M
|
19K
$8.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.66KNew |
$834K - $1.02M
|
2.66K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.66K+ 8.51% |
$833K - $1.02M
|
33.9K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.65K+ 3.96% |
$831K - $1.01M
|
69.6K
$29.4M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
2.65K+ 3.41% |
$830K - $1.01M
|
80.2K
$33.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.64KNew |
$828K - $1.01M
|
2.64K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 4.93% |
$826K - $1.01M
|
56.1K
$23.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.64K+ 2.71% |
$826K - $1.01M
|
100K
$42.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.64KNew |
$826K - $1.01M
|
2.64K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 23.37% |
$819K - $1M
|
13.8K
$5.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.61KNew |
$817K - $998K
|
2.61K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.59K+ 3.14% |
$813K - $993K
|
85.2K
$36M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
2.58K+ 6.75% |
$810K - $989K
|
40.9K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.58K+ 3.55% |
$807K - $986K
|
75.1K
$31.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
2.57K+ 19.56% |
$804K - $982K
|
15.7K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.57K+ 3.22% |
$804K - $982K
|
82.2K
$34.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.56K+ 2.86% |
$803K - $981K
|
92.2K
$39M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.56K+ 5.45% |
$803K - $981K
|
49.6K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 6.78% |
$801K - $978K
|
40.3K
$17M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 2.19% |
$800K - $977K
|
119K
$50.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.55K+ 26.97% |
$800K - $977K
|
12K
$5.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.55K+ 25.02% |
$799K - $976K
|
12.7K
$5.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2.55KNew |
$799K - $975K
|
2.55K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.55K+ 24.13% |
$799K - $975K
|
13.1K
$5.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.54K+ 40.0% |
$796K - $972K
|
8.89K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.54K+ 24.81% |
$796K - $972K
|
12.8K
$5.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.54K+ 0.92% |
$795K - $971K
|
277K
$117M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.53K+ 26.19% |
$794K - $969K
|
12.2K
$5.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.52K+ 118.32% |
$789K - $964K
|
4.65K
$1.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.51K+ 7.88% |
$788K - $962K
|
34.4K
$14.6M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.51K+ 7.88% |
$788K - $962K
|
34.4K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.51K+ 189.64% |
$786K - $959K
|
3.83K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2.5K+ 100.0% |
$783K - $957K
|
5K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.5KNew |
$783K - $956K
|
2.5K
$1.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 1.46% |
$782K - $955K
|
174K
$73.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
2.49K+ 0.92% |
$779K - $951K
|
272K
$115M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.48K+ 7.03% |
$778K - $951K
|
37.8K
$16M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.48K+ 17.14% |
$778K - $949K
|
17K
$7.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.45KNew |
$768K - $938K
|
2.45K
$1.04M
|