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
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.11K+ 4.49% |
$662K - $808K
|
49.2K
$20.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 3.12% |
$662K - $808K
|
69.9K
$29.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.1K+ 1.88% |
$659K - $805K
|
114K
$48.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.1K+ 21.96% |
$657K - $803K
|
11.7K
$4.93M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.08KNew |
$653K - $798K
|
2.08K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.08KNew |
$653K - $797K
|
2.08K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$653K - $797K
|
2.08K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07K+ 1.14% |
$648K - $791K
|
184K
$77.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2.07KNew |
$647K - $790K
|
2.07K
$873K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.05KNew |
$643K - $785K
|
2.05K
$868K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.05KNew |
$643K - $785K
|
2.05K
$868K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.05K+ 7.17% |
$642K - $784K
|
30.6K
$13M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.03KNew |
$635K - $776K
|
2.03K
$857K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.03K+ 5.92% |
$635K - $775K
|
36.2K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.03K+ 9.39% |
$635K - $775K
|
23.6K
$9.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
2.01KNew |
$631K - $770K
|
2.01K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.01KNew |
$629K - $768K
|
2.01K
$849K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.01K+ 5.76% |
$628K - $767K
|
36.8K
$15.6M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2K+ 10.47% |
$627K - $766K
|
21.1K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 1.63% |
$627K - $766K
|
125K
$52.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2K+ 61.46% |
$627K - $765K
|
5.25K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2KNew |
$627K - $765K
|
2K
$846K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2K+ 61.0% |
$626K - $765K
|
5.28K
$2.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.99K+ 3.8% |
$624K - $762K
|
54.4K
$23M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.99K+ 65.76% |
$623K - $761K
|
5.01K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.98K+ 13.14% |
$621K - $759K
|
17.1K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.98KNew |
$621K - $758K
|
1.98K
$838K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.98KNew |
$620K - $757K
|
1.98K
$836K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.97K+ 10.45% |
$618K - $754K
|
20.8K
$8.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.97K+ 6.06% |
$617K - $753K
|
34.5K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.97K+ 0.95% |
$617K - $753K
|
209K
$88.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.97K+ 1.48% |
$617K - $753K
|
135K
$57M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.96K+ 31.88% |
$613K - $749K
|
8.1K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
BUY
|
- |
1.94KNew |
$608K - $742K
|
1.94K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.94K+ 6.23% |
$608K - $742K
|
33.1K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.93K+ 2.9% |
$605K - $739K
|
68.6K
$29M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 83.22% |
$603K - $736K
|
4.24K
$1.79M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.92KNew |
$603K - $736K
|
1.92K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
1.92K+ 29.8% |
$602K - $736K
|
8.37K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 3.13% |
$602K - $735K
|
63.4K
$26.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.91K+ 21.74% |
$597K - $729K
|
10.7K
$4.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.9K+ 37.83% |
$596K - $728K
|
6.93K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.9K+ 0.94% |
$596K - $728K
|
205K
$86.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 40.97% |
$595K - $727K
|
6.54K
$2.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.89KNew |
$591K - $721K
|
1.89K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.89K+ 8.45% |
$591K - $721K
|
24.2K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
1.88K+ 28.67% |
$590K - $721K
|
8.45K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.88K+ 5.85% |
$589K - $720K
|
34K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.88KNew |
$589K - $720K
|
1.88K
$796K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.88KNew |
$588K - $718K
|
1.88K
$793K
|