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
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.87K+ 6.91% |
$585K - $715K
|
28.9K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.85K+ 6.2% |
$578K - $706K
|
31.6K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.84K+ 0.66% |
$578K - $705K
|
282K
$119M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.84K+ 7.0% |
$576K - $703K
|
28.1K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.83KNew |
$574K - $701K
|
1.83K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.83K+ 1.69% |
$573K - $700K
|
110K
$46.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.81K+ 6.76% |
$567K - $692K
|
28.5K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$564K - $688K
|
1.8K
$756K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 7.17% |
$563K - $687K
|
26.9K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 8.16% |
$563K - $687K
|
23.8K
$10M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.78K+ 1.01% |
$558K - $682K
|
178K
$74.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.78K+ 4.07% |
$558K - $681K
|
45.5K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.78K+ 19.09% |
$557K - $680K
|
11.1K
$4.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.77K+ 81.96% |
$555K - $678K
|
3.93K
$1.65M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.77KNew |
$555K - $678K
|
1.77K
$744K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75K+ 4.42% |
$548K - $669K
|
41.4K
$17.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.75K+ 2.59% |
$547K - $669K
|
69.3K
$29.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.74K+ 11.49% |
$547K - $667K
|
16.9K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
1.74KNew |
$546K - $666K
|
1.74K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 88.74% |
$543K - $663K
|
3.69K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.73K+ 6.42% |
$542K - $662K
|
28.6K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
1.73K+ 0.23% |
$541K - $661K
|
754K
$317M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.71K+ 3.77% |
$537K - $656K
|
47.2K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.71KNew |
$536K - $654K
|
1.71K
$719K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 3.21% |
$536K - $654K
|
54.9K
$23.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 9.96% |
$534K - $652K
|
18.8K
$7.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.7K+ 2.65% |
$533K - $651K
|
65.8K
$27.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.7K+ 12.02% |
$532K - $650K
|
15.8K
$6.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.69KNew |
$531K - $648K
|
1.69K
$711K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.68K+ 31.5% |
$526K - $643K
|
7.01K
$2.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 25.05% |
$524K - $640K
|
8.35K
$3.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.67K+ 3.89% |
$524K - $640K
|
44.6K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.67K+ 4.45% |
$524K - $639K
|
39.2K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.67K+ 9.36% |
$523K - $639K
|
19.5K
$8.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66K+ 89.49% |
$520K - $635K
|
3.52K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.66KNew |
$520K - $635K
|
1.66K
$697K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.65KNew |
$517K - $631K
|
1.65K
$693K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.65KNew |
$516K - $630K
|
1.65K
$692K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.65K+ 65.29% |
$516K - $630K
|
4.17K
$1.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.65K+ 20.83% |
$516K - $630K
|
9.54K
$4.01M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.65K+ 0.97% |
$516K - $630K
|
171K
$71.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.63K+ 1.05% |
$511K - $625K
|
157K
$65.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$508K - $621K
|
1.62K
$682K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.62K+ 2.18% |
$508K - $620K
|
76.1K
$32M
|
|
|
Jan 10, 2024
Q4 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.61K+ 102.02% |
$506K - $618K
|
3.2K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 2.9% |
$502K - $613K
|
57K
$23.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.6K+ 5.52% |
$502K - $613K
|
30.6K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.6K+ 2.91% |
$502K - $613K
|
56.6K
$23.8M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.6K+ 5.52% |
$502K - $613K
|
30.6K
$12.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 14.88% |
$502K - $613K
|
12.4K
$5.19M
|