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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.23K+ 11.68% |
$384K - $469K
|
11.7K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.22KNew |
$382K - $467K
|
1.22K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.22K+ 2.73% |
$381K - $465K
|
45.7K
$19.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.21K+ 2.28% |
$380K - $465K
|
54.5K
$22.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.21K+ 126.33% |
$379K - $463K
|
2.17K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.2K+ 3.36% |
$376K - $460K
|
37K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.2K+ 2.34% |
$376K - $460K
|
52.5K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
1.2K+ 1.69% |
$376K - $459K
|
72.1K
$30.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.2K+ 1.07% |
$376K - $459K
|
114K
$47.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.2K+ 9.55% |
$375K - $458K
|
13.7K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 5.21% |
$375K - $458K
|
24.2K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.19K+ 7.42% |
$373K - $456K
|
17.2K
$7.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.19KNew |
$373K - $455K
|
1.19K
$500K
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.19KNew |
$372K - $455K
|
1.19K
$499K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.19K+ 0.45% |
$372K - $454K
|
264K
$111M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1.18K+ 12.8% |
$369K - $451K
|
10.4K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
1.18K+ 2.35% |
$369K - $450K
|
51.1K
$21.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.18KNew |
$368K - $450K
|
1.18K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.17K+ 3.11% |
$368K - $449K
|
39K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.17K+ 14.49% |
$368K - $449K
|
9.28K
$3.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.17K+ 10.65% |
$368K - $449K
|
12.2K
$5.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 16.77% |
$367K - $448K
|
8.15K
$3.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.17K+ 0.39% |
$365K - $446K
|
298K
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.17K+ 3.41% |
$365K - $446K
|
35.4K
$14.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.16K+ 2.48% |
$364K - $445K
|
48K
$20.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.16K+ 8.25% |
$363K - $443K
|
15.2K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.16K+ 57.46% |
$362K - $442K
|
3.17K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.15K+ 0.55% |
$360K - $440K
|
210K
$88.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.15K+ 84.04% |
$360K - $439K
|
2.51K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.14K+ 13.56% |
$359K - $438K
|
9.58K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
1.14K+ 5.17% |
$358K - $437K
|
23.3K
$9.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.14K+ 3.44% |
$358K - $437K
|
34.3K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.14K+ 16.58% |
$358K - $437K
|
8.04K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.14K+ 58.76% |
$357K - $436K
|
3.08K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.14K+ 0.77% |
$356K - $435K
|
149K
$62.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 0.99% |
$356K - $435K
|
116K
$48.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.14KNew |
$356K - $434K
|
1.14K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13K+ 6.55% |
$355K - $434K
|
18.5K
$7.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.13K+ 15.12% |
$355K - $434K
|
8.64K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.13K+ 13.41% |
$354K - $432K
|
9.55K
$4.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.13KNew |
$354K - $432K
|
1.13K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.13K+ 5.54% |
$353K - $431K
|
21.5K
$9.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.13K+ 3.29% |
$353K - $431K
|
35.4K
$14.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.12K+ 1.66% |
$351K - $428K
|
68.4K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.12KNew |
$350K - $427K
|
1.12K
$469K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.11K+ 2.66% |
$349K - $426K
|
43K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.11KNew |
$349K - $426K
|
1.11K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.11K+ 12.26% |
$348K - $426K
|
10.2K
$4.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.11KNew |
$348K - $425K
|
1.11K
$467K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.11K+ 8.41% |
$347K - $423K
|
14.3K
$5.99M
|