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 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
882+ 2.72% |
$276K - $338K
|
33.3K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
878+ 9.91% |
$275K - $336K
|
9.74K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
877+ 4.41% |
$275K - $336K
|
20.8K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
874+ 30.14% |
$274K - $334K
|
3.77K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
874+ 6.65% |
$274K - $334K
|
14K
$5.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
871+ 0.45% |
$273K - $333K
|
195K
$82.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
871+ 13.03% |
$273K - $333K
|
7.56K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
870+ 1.34% |
$273K - $333K
|
66K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
869+ 6.16% |
$272K - $333K
|
15K
$6.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
864New |
$271K - $331K
|
864
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
859New |
$269K - $329K
|
859
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
855+ 1.5% |
$268K - $327K
|
57.7K
$24.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
848+ 4.61% |
$266K - $325K
|
19.2K
$8.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
845New |
$265K - $323K
|
845
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
844+ 20.25% |
$265K - $323K
|
5.01K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
841+ 22.91% |
$264K - $322K
|
4.51K
$1.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
836+ 2.01% |
$262K - $320K
|
42.3K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
836New |
$262K - $320K
|
836
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
835+ 38.82% |
$262K - $320K
|
2.99K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
829+ 88.57% |
$260K - $317K
|
1.77K
$747K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
827+ 3.65% |
$259K - $316K
|
23.5K
$9.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
827+ 13.84% |
$259K - $316K
|
6.8K
$2.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
825+ 4.02% |
$259K - $316K
|
21.4K
$9.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
823+ 16.89% |
$258K - $315K
|
5.7K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
822+ 39.67% |
$258K - $315K
|
2.89K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
817+ 7.22% |
$256K - $313K
|
12.1K
$5.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
816+ 1.54% |
$256K - $312K
|
53.8K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
816+ 2.85% |
$256K - $312K
|
29.4K
$12.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
810+ 5.47% |
$254K - $310K
|
15.6K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
809+ 1.9% |
$254K - $310K
|
43.3K
$18.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
806+ 2.65% |
$253K - $308K
|
31.3K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
805+ 3.66% |
$252K - $308K
|
22.8K
$9.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800+ 1.58% |
$251K - $306K
|
51.5K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
797+ 1.5% |
$250K - $305K
|
54.1K
$22.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
796+ 5.99% |
$249K - $305K
|
14.1K
$5.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
795+ 0.81% |
$249K - $304K
|
99.3K
$42M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
794+ 4.14% |
$249K - $304K
|
20K
$8.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
790+ 9.87% |
$248K - $302K
|
8.79K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
790+ 1.06% |
$248K - $302K
|
75.1K
$31.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
788+ 6.6% |
$247K - $302K
|
12.7K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
788+ 0.31% |
$247K - $302K
|
258K
$109M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
784New |
$246K - $300K
|
784
$332K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
784New |
$246K - $300K
|
784
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
780+ 4.02% |
$244K - $299K
|
20.2K
$8.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
778+ 23.32% |
$244K - $298K
|
4.11K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
774+ 41.61% |
$243K - $296K
|
2.63K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
770+ 2.02% |
$241K - $295K
|
38.8K
$16.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
767+ 12.64% |
$240K - $294K
|
6.83K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
767New |
$240K - $294K
|
767
$324K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
762+ 1.49% |
$239K - $292K
|
52K
$22M
|