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 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
595+ 5.18% |
$186K - $228K
|
12.1K
$5.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
594+ 118.8% |
$186K - $227K
|
1.09K
$465K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
593+ 0.49% |
$186K - $227K
|
121K
$51.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
592+ 2.08% |
$186K - $227K
|
29.1K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
592+ 11.21% |
$186K - $227K
|
5.87K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
591+ 4.3% |
$185K - $226K
|
14.3K
$6.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
590+ 3.76% |
$185K - $226K
|
16.3K
$6.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
589+ 3.99% |
$185K - $225K
|
15.4K
$6.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
589+ 2.43% |
$185K - $225K
|
24.8K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
588+ 2.55% |
$184K - $225K
|
23.6K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
588+ 1.13% |
$184K - $225K
|
52.8K
$22.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
586+ 8.5% |
$184K - $224K
|
7.48K
$3.18M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
586+ 45.39% |
$184K - $224K
|
1.88K
$799K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
585New |
$183K - $224K
|
585
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
583New |
$183K - $223K
|
583
$248K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
582New |
$182K - $223K
|
582
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
581New |
$182K - $222K
|
581
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
581+ 48.58% |
$182K - $222K
|
1.78K
$756K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
580+ 1.88% |
$182K - $222K
|
31.4K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
575New |
$180K - $220K
|
575
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
572+ 7.94% |
$179K - $219K
|
7.77K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
572+ 2.83% |
$179K - $219K
|
20.8K
$8.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
571New |
$179K - $219K
|
571
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
571+ 0.63% |
$179K - $219K
|
91.2K
$38.8M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
570+ 0.59% |
$179K - $218K
|
96.8K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
570+ 0.84% |
$179K - $218K
|
68.5K
$29.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
568New |
$178K - $217K
|
568
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
567+ 0.1% |
$178K - $217K
|
596K
$254M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
566+ 23.09% |
$177K - $217K
|
3.02K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
566+ 131.63% |
$177K - $217K
|
996
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
566+ 1.79% |
$177K - $217K
|
32.3K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
565+ 16.79% |
$177K - $216K
|
3.93K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
563+ 0.72% |
$176K - $215K
|
78.4K
$33.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
562+ 12.18% |
$176K - $215K
|
5.18K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
561+ 53.33% |
$176K - $215K
|
1.61K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
560+ 2.31% |
$175K - $214K
|
24.8K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
560+ 2.26% |
$175K - $214K
|
25.3K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
557+ 0.66% |
$175K - $213K
|
85.5K
$36.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
557+ 2.85% |
$175K - $213K
|
20.1K
$8.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
554+ 0.76% |
$174K - $212K
|
73.7K
$31.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
553+ 1.39% |
$173K - $212K
|
40.2K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
552New |
$173K - $211K
|
552
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
550+ 7.81% |
$172K - $210K
|
7.59K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
549+ 10.49% |
$172K - $210K
|
5.78K
$2.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
548+ 0.62% |
$172K - $210K
|
89.3K
$38M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
548+ 250.23% |
$172K - $210K
|
767
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
548New |
$172K - $210K
|
548
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
547New |
$171K - $209K
|
547
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
547+ 6.13% |
$171K - $209K
|
9.47K
$4.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
546+ 20.47% |
$171K - $209K
|
3.21K
$1.37M
|