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 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 53.42% |
$763K - $932K
|
7K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.43K+ 46.9% |
$763K - $931K
|
7.62K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 5.55% |
$763K - $931K
|
46.3K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.43KNew |
$762K - $930K
|
2.43K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
2.41K+ 2.79% |
$756K - $923K
|
89K
$37.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.41K+ 5.76% |
$755K - $922K
|
44.2K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 1.46% |
$750K - $916K
|
166K
$69.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.38K+ 4.67% |
$746K - $911K
|
53.3K
$22.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.37K+ 18.28% |
$742K - $907K
|
15.3K
$6.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.36KNew |
$738K - $901K
|
2.36K
$990K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.35KNew |
$737K - $900K
|
2.35K
$988K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.34KNew |
$733K - $895K
|
2.34K
$983K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.33K+ 1.05% |
$730K - $892K
|
225K
$94.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 1.43% |
$728K - $889K
|
165K
$69.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.31K+ 10.3% |
$723K - $883K
|
24.7K
$10.4M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
2.3KNew |
$721K - $880K
|
2.3K
$966K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.29KNew |
$718K - $877K
|
2.29K
$963K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.29K+ 23.53% |
$717K - $876K
|
12K
$5.05M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.29KNew |
$716K - $875K
|
2.29K
$961K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.28K+ 0.13% |
$715K - $873K
|
1.78M
$748M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.28K+ 82.79% |
$713K - $871K
|
5.03K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.27K+ 2.73% |
$710K - $867K
|
85.2K
$35.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.27KNew |
$710K - $867K
|
2.27K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.26K+ 1.38% |
$709K - $865K
|
166K
$69.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.26K+ 51.39% |
$707K - $863K
|
6.65K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.25K+ 1.11% |
$706K - $862K
|
205K
$86.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.25K+ 20.69% |
$704K - $859K
|
13.1K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.24K+ 0.3% |
$702K - $857K
|
743K
$312M
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
2.24K+ 2.34% |
$700K - $855K
|
97.7K
$41.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.23K+ 13.47% |
$700K - $855K
|
18.8K
$7.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.23K+ 2.73% |
$699K - $854K
|
84K
$35.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23K+ 1.91% |
$699K - $853K
|
119K
$49.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.23K+ 1.69% |
$699K - $853K
|
134K
$56.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.23K+ 1.8% |
$697K - $852K
|
126K
$52.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
2.21K+ 1.64% |
$694K - $847K
|
137K
$57.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.19K+ 7.26% |
$688K - $840K
|
32.4K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.19KNew |
$686K - $837K
|
2.19K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.18KNew |
$684K - $835K
|
2.18K
$917K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.18K+ 28.11% |
$684K - $835K
|
9.94K
$4.18M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.18K+ 4.92% |
$683K - $834K
|
46.5K
$19.5M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.18K+ 4.35% |
$683K - $834K
|
52.3K
$22M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.15K+ 3.47% |
$673K - $821K
|
64K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.14K+ 3.15% |
$670K - $818K
|
69.9K
$29.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.13K+ 2.77% |
$668K - $816K
|
79.1K
$33.2M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.13KNew |
$668K - $816K
|
2.13K
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.12K+ 5.98% |
$663K - $809K
|
37.5K
$15.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.11K+ 1005.71% |
$662K - $808K
|
2.32K
$976K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 2.62% |
$662K - $808K
|
82.6K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.11K+ 4.49% |
$662K - $808K
|
49.2K
$20.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 3.12% |
$662K - $808K
|
69.9K
$29.4M
|