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 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
999+ 1.78% |
$313K - $382K
|
57.2K
$24.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
999+ 3.43% |
$313K - $382K
|
30.1K
$12.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
995+ 4.2% |
$312K - $381K
|
24.7K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
994+ 0.59% |
$312K - $380K
|
169K
$71.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
994+ 3.75% |
$312K - $380K
|
27.5K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
994+ 0.78% |
$312K - $380K
|
128K
$54.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
993+ 15.54% |
$311K - $380K
|
7.38K
$3.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
981+ 3.8% |
$307K - $375K
|
26.8K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
975+ 16.34% |
$306K - $373K
|
6.94K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
974New |
$305K - $373K
|
974
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
972+ 7.0% |
$305K - $372K
|
14.9K
$6.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
971+ 0.26% |
$304K - $372K
|
373K
$158M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
964+ 4.26% |
$302K - $369K
|
23.6K
$9.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
960+ 3.93% |
$301K - $367K
|
25.4K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
957+ 10.51% |
$300K - $366K
|
10.1K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
956+ 20.45% |
$300K - $366K
|
5.63K
$2.38M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
956+ 16.45% |
$300K - $366K
|
6.77K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
951+ 2.42% |
$298K - $364K
|
40.3K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
950+ 16.26% |
$298K - $364K
|
6.79K
$2.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
950+ 34.41% |
$298K - $364K
|
3.71K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
950+ 5.6% |
$298K - $364K
|
17.9K
$7.58M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
950+ 34.41% |
$298K - $364K
|
3.71K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
948+ 2.55% |
$297K - $363K
|
38.1K
$16.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
948+ 0.49% |
$297K - $363K
|
194K
$82.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
947+ 1.71% |
$297K - $362K
|
56.3K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
945+ 0.62% |
$296K - $362K
|
154K
$65.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
939New |
$294K - $359K
|
939
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
938+ 9.71% |
$294K - $359K
|
10.6K
$4.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
935+ 1.48% |
$293K - $358K
|
64.2K
$27.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
933New |
$292K - $357K
|
933
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
931+ 2.33% |
$292K - $356K
|
40.9K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
926+ 5.04% |
$290K - $354K
|
19.3K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
925+ 11.02% |
$290K - $354K
|
9.32K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
923+ 6.71% |
$289K - $353K
|
14.7K
$6.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
915+ 1.3% |
$287K - $350K
|
71.2K
$30.1M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
911+ 0.02% |
$285K - $349K
|
4.01M
$1.69B
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
910+ 17.89% |
$285K - $348K
|
6K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
909New |
$285K - $348K
|
909
$384K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
908+ 8.24% |
$285K - $347K
|
11.9K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
906New |
$284K - $347K
|
906
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
903+ 1.97% |
$283K - $346K
|
46.8K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
896+ 1.48% |
$281K - $343K
|
61.4K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
895+ 2.03% |
$280K - $343K
|
45.1K
$19.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
892+ 3.14% |
$280K - $341K
|
29.3K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
889+ 8.86% |
$279K - $340K
|
10.9K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
887+ 2.53% |
$278K - $339K
|
35.9K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
887+ 15.04% |
$278K - $339K
|
6.78K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
884+ 22.26% |
$277K - $338K
|
4.86K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
884+ 16.49% |
$277K - $338K
|
6.25K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Paradice Investment Management LLC
|
BUY
|
- |
883New |
$277K - $338K
|
883
$374K
|