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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.1K+ 10.24% |
$346K - $423K
|
11.9K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.1K+ 0.18% |
$346K - $423K
|
624K
$262M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.1K+ 2.68% |
$346K - $422K
|
42.3K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.1KNew |
$346K - $422K
|
1.1K
$463K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.1K+ 7.13% |
$345K - $421K
|
16.5K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.1K+ 17.49% |
$344K - $420K
|
7.38K
$3.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.1KNew |
$344K - $420K
|
1.1K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.09K+ 0.98% |
$342K - $418K
|
112K
$47M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.09KNew |
$342K - $418K
|
1.09K
$459K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.09K+ 15.82% |
$341K - $416K
|
7.96K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.08KNew |
$340K - $415K
|
1.08K
$455K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.08K+ 13.6% |
$339K - $414K
|
9.03K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.08K+ 3.99% |
$339K - $414K
|
28.1K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.08K+ 1.89% |
$338K - $413K
|
58.3K
$24.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.08K+ 4.63% |
$337K - $411K
|
24.3K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.08K+ 3.55% |
$337K - $411K
|
31.4K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.08K+ 0.73% |
$337K - $411K
|
148K
$62M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.07KNew |
$336K - $410K
|
1.07K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.07KNew |
$336K - $410K
|
1.07K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.07K+ 14.93% |
$334K - $408K
|
8.21K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
1.06KNew |
$333K - $407K
|
1.06K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.06K+ 2.67% |
$332K - $406K
|
40.8K
$17.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.06K+ 1.76% |
$332K - $405K
|
61.4K
$25.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.06K+ 15.2% |
$331K - $405K
|
8.01K
$3.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.06K+ 7.86% |
$331K - $405K
|
14.5K
$6.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.05K+ 8.85% |
$330K - $403K
|
13K
$5.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.05K+ 5.94% |
$328K - $400K
|
18.7K
$7.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.04K+ 1.19% |
$326K - $398K
|
88.7K
$37.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.04K+ 5.61% |
$325K - $397K
|
19.5K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.04K+ 2.11% |
$325K - $396K
|
50K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.03K+ 0.58% |
$323K - $395K
|
178K
$74.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.03K+ 9.74% |
$323K - $394K
|
11.6K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.03K+ 67.61% |
$321K - $392K
|
2.54K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.03K+ 42.99% |
$321K - $392K
|
3.41K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Crystal Rock Capital Management
|
BUY
|
- |
1.03K+ 9.34% |
$321K - $392K
|
12K
$5.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.02KNew |
$321K - $392K
|
1.02K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.02K+ 0.25% |
$320K - $391K
|
415K
$175M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.02K+ 53.94% |
$320K - $391K
|
2.91K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.02K+ 19.87% |
$320K - $391K
|
6.16K
$2.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.02K+ 2.3% |
$318K - $389K
|
45.2K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$317K - $388K
|
1.01K
$426K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.01K+ 14.76% |
$317K - $388K
|
7.88K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.01K+ 42.64% |
$316K - $386K
|
3.37K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1K+ 15.68% |
$314K - $384K
|
7.4K
$3.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1K+ 6.98% |
$314K - $383K
|
15.3K
$6.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1K+ 2.69% |
$313K - $383K
|
38.1K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 12.62% |
$313K - $383K
|
8.93K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
999+ 1.78% |
$313K - $382K
|
57.2K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
999+ 3.43% |
$313K - $382K
|
30.1K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
995+ 4.2% |
$312K - $381K
|
24.7K
$10.4M
|