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
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.6KNew |
$501K - $612K
|
1.6K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.59K+ 2.27% |
$500K - $610K
|
71.7K
$30.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.59K+ 3.43% |
$499K - $610K
|
48K
$20.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.59K+ 0.58% |
$498K - $608K
|
276K
$116M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.59K+ 5.56% |
$497K - $607K
|
30.1K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.58K+ 1.9% |
$496K - $606K
|
85K
$35.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1.58KNew |
$494K - $603K
|
1.58K
$662K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.56K+ 111.1% |
$489K - $597K
|
2.97K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.56K+ 14.95% |
$488K - $595K
|
12K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.56K+ 11.02% |
$488K - $595K
|
15.7K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.55KNew |
$486K - $594K
|
1.55K
$652K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.54KNew |
$482K - $588K
|
1.54K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.54K+ 1.8% |
$481K - $587K
|
87K
$36.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.53K+ 33.4% |
$480K - $587K
|
6.12K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.53K+ 3.14% |
$480K - $587K
|
50.3K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.53KNew |
$479K - $585K
|
1.53K
$642K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.52K+ 6.16% |
$476K - $582K
|
26.2K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.52K+ 6.26% |
$476K - $581K
|
25.8K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.51K+ 1.71% |
$474K - $578K
|
89.8K
$37.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.51K+ 9.39% |
$473K - $577K
|
17.6K
$7.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.51K+ 3.39% |
$472K - $577K
|
45.9K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.5K+ 47.55% |
$471K - $575K
|
4.66K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.5K+ 19.94% |
$470K - $574K
|
9.03K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.5K+ 4.81% |
$470K - $574K
|
32.7K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.5K+ 13.09% |
$469K - $573K
|
12.9K
$5.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.5KNew |
$469K - $573K
|
1.5K
$629K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.48K+ 25.49% |
$465K - $568K
|
7.31K
$3.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 1.02% |
$463K - $566K
|
146K
$61.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 2.91% |
$463K - $565K
|
52.3K
$22M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.48K+ 88.18% |
$463K - $565K
|
3.15K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$461K - $563K
|
1.47K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.46K+ 36.45% |
$459K - $560K
|
5.48K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.46K+ 1.68% |
$459K - $560K
|
88.4K
$37.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.46KNew |
$457K - $558K
|
1.46K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.46K+ 15.85% |
$457K - $558K
|
10.7K
$4.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.45K+ 7.19% |
$454K - $555K
|
21.6K
$9.09M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.44KNew |
$453K - $553K
|
1.44K
$607K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 1.75% |
$451K - $551K
|
84K
$35.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.44K+ 11.21% |
$451K - $551K
|
14.3K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.44K+ 27.54% |
$450K - $549K
|
6.65K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.43K+ 3.74% |
$449K - $548K
|
39.8K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.43KNew |
$448K - $548K
|
1.43K
$601K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.43K+ 5958.33% |
$448K - $547K
|
1.45K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 7.33% |
$448K - $547K
|
20.9K
$8.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.42K+ 0.23% |
$445K - $544K
|
617K
$259M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$445K - $543K
|
1.42K
$597K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.42K+ 37.76% |
$444K - $543K
|
5.17K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.42KNew |
$444K - $542K
|
1.42K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.42K+ 7.26% |
$443K - $542K
|
20.9K
$8.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 1.03% |
$437K - $534K
|
137K
$57.4M
|