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
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
670+ 0.01% |
$210K - $256K
|
9.96M
$4.21B
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
669New |
$210K - $256K
|
669
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
666+ 7.64% |
$209K - $255K
|
9.38K
$3.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
666+ 0.82% |
$209K - $255K
|
81.7K
$34.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
665+ 4.58% |
$208K - $254K
|
15.2K
$6.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
664+ 2.33% |
$208K - $254K
|
29.2K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
662+ 0.92% |
$207K - $253K
|
72.5K
$30.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
657+ 3.72% |
$206K - $251K
|
18.3K
$7.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 9.01% |
$206K - $251K
|
7.95K
$3.36M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
656New |
$206K - $251K
|
656
$277K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
654+ 14.63% |
$205K - $250K
|
5.12K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
654+ 4.58% |
$205K - $250K
|
14.9K
$6.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
652+ 1.21% |
$204K - $250K
|
54.6K
$23.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
651New |
$204K - $249K
|
651
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
647+ 0.4% |
$203K - $248K
|
163K
$68.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
643+ 4.83% |
$202K - $246K
|
13.9K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
641+ 82.71% |
$201K - $245K
|
1.42K
$599K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
641New |
$201K - $245K
|
641
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
639+ 0.65% |
$200K - $245K
|
98.3K
$41.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
637+ 1.43% |
$200K - $244K
|
45.1K
$19.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
635+ 6.81% |
$199K - $243K
|
9.96K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
633+ 0.88% |
$198K - $242K
|
72.8K
$30.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
631+ 2.07% |
$198K - $241K
|
31.1K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
629New |
$197K - $241K
|
629
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
627+ 23.92% |
$196K - $240K
|
3.25K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
623+ 14.35% |
$195K - $238K
|
4.96K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
623+ 0.91% |
$195K - $238K
|
69.4K
$29.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
622+ 10.98% |
$195K - $238K
|
6.29K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
622+ 5.3% |
$195K - $238K
|
12.4K
$5.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
620+ 1.69% |
$194K - $237K
|
37.3K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
620+ 4.77% |
$194K - $237K
|
13.6K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
620+ 1.68% |
$194K - $237K
|
37.6K
$15.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
619+ 17.16% |
$194K - $237K
|
4.23K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
619+ 18.2% |
$194K - $237K
|
4.02K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
618New |
$194K - $237K
|
618
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
618New |
$194K - $237K
|
618
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
BUY
|
- |
618New |
$194K - $237K
|
618
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
617+ 12.66% |
$193K - $236K
|
5.49K
$2.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
617+ 0.54% |
$193K - $236K
|
115K
$48.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
614New |
$192K - $235K
|
614
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
614+ 1.11% |
$192K - $235K
|
55.9K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
613+ 1.41% |
$192K - $235K
|
44.2K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
613New |
$192K - $235K
|
613
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
612+ 9.22% |
$192K - $234K
|
7.25K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
611+ 0.58% |
$191K - $234K
|
107K
$45.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
609+ 18.06% |
$191K - $233K
|
3.98K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
604New |
$189K - $231K
|
604
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
601+ 21.27% |
$188K - $230K
|
3.43K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
600New |
$188K - $230K
|
600
$254K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
599+ 37.55% |
$188K - $229K
|
2.19K
$928K
|