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 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.42KNew |
$444K - $542K
|
1.42K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.42K+ 7.26% |
$443K - $542K
|
20.9K
$8.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 1.03% |
$437K - $534K
|
137K
$57.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.4K+ 9.11% |
$437K - $534K
|
16.7K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
1.39K+ 84.38% |
$437K - $533K
|
3.05K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.39K+ 10.07% |
$437K - $533K
|
15.2K
$6.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.39K+ 3.05% |
$435K - $531K
|
46.9K
$19.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.38KNew |
$432K - $528K
|
1.38K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.38K+ 9.05% |
$432K - $528K
|
16.6K
$7.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 13.29% |
$432K - $528K
|
11.8K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
1.37K+ 10.11% |
$431K - $526K
|
15K
$6.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.37K+ 6.16% |
$430K - $525K
|
23.7K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.37K+ 0.69% |
$430K - $525K
|
199K
$84.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.37K+ 6.07% |
$429K - $524K
|
23.9K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.36K+ 2.25% |
$427K - $522K
|
61.9K
$26.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.36K+ 14.87% |
$427K - $522K
|
10.5K
$4.45M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36K+ 6.11% |
$425K - $519K
|
23.6K
$9.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.35K+ 9.77% |
$424K - $518K
|
15.2K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.35K+ 8.54% |
$423K - $517K
|
17.2K
$7.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.34K+ 4.52% |
$421K - $514K
|
31.1K
$13.1M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.34KNew |
$419K - $512K
|
1.34K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.34KNew |
$418K - $511K
|
1.34K
$565K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.33K+ 28.51% |
$417K - $509K
|
6K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.33K+ 21.71% |
$416K - $509K
|
7.45K
$3.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.33K+ 20.42% |
$416K - $508K
|
7.83K
$3.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.32K+ 7.11% |
$415K - $507K
|
19.9K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.31K+ 10.29% |
$409K - $499K
|
14K
$5.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.3KNew |
$408K - $498K
|
1.3K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.3KNew |
$407K - $498K
|
1.3K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
1.3K+ 13.0% |
$407K - $498K
|
11.3K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.3K+ 6.73% |
$406K - $496K
|
20.5K
$8.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.29K+ 2.9% |
$403K - $492K
|
45.5K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.29KNew |
$403K - $492K
|
1.29K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.28K+ 1.35% |
$402K - $491K
|
96.6K
$40.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.28K+ 97.18% |
$400K - $488K
|
2.59K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 0.64% |
$400K - $488K
|
201K
$85.2M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.28K+ 11.45% |
$400K - $488K
|
12.4K
$5.25M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 25.5% |
$398K - $486K
|
6.26K
$2.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.27K+ 2.03% |
$398K - $486K
|
63.7K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.26KNew |
$395K - $483K
|
1.26K
$533K
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.26K+ 6.62% |
$394K - $481K
|
20.2K
$8.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.25K+ 159.95% |
$393K - $480K
|
2.04K
$862K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.25K+ 1.37% |
$392K - $479K
|
92.5K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.25K+ 3.27% |
$392K - $478K
|
39.5K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1.25K+ 0.45% |
$391K - $478K
|
277K
$117M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.24K+ 1.8% |
$390K - $476K
|
70.5K
$29.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.24KNew |
$389K - $475K
|
1.24K
$525K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.24KNew |
$388K - $474K
|
1.24K
$524K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
1.24K+ 0.9% |
$387K - $473K
|
138K
$58.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 30.3% |
$386K - $471K
|
5.3K
$2.24M
|