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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
489New |
$153K - $187K
|
489
$207K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
488+ 49.85% |
$153K - $187K
|
1.47K
$621K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
486+ 3.0% |
$152K - $186K
|
16.7K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
485+ 2.66% |
$152K - $186K
|
18.7K
$7.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
484+ 5.49% |
$152K - $185K
|
9.3K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
484+ 24.87% |
$152K - $185K
|
2.43K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
484+ 4.2% |
$152K - $185K
|
12K
$5.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
483+ 21.49% |
$151K - $185K
|
2.73K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
482+ 5.84% |
$151K - $184K
|
8.74K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
481+ 6.05% |
$151K - $184K
|
8.43K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
481+ 1.52% |
$151K - $184K
|
32.2K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
479+ 19.62% |
$150K - $183K
|
2.92K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
479+ 1.16% |
$150K - $183K
|
41.9K
$17.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
477+ 2.19% |
$149K - $183K
|
22.3K
$9.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
475+ 1.38% |
$149K - $182K
|
34.9K
$14.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
471+ 0.11% |
$148K - $180K
|
442K
$187M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
469+ 6.7% |
$147K - $179K
|
7.47K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
467+ 3.77% |
$146K - $179K
|
12.8K
$5.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
466+ 5.31% |
$146K - $178K
|
9.25K
$3.91M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
465+ 3.13% |
$146K - $178K
|
15.3K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
465+ 1.03% |
$146K - $178K
|
45.5K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
465+ 2.0% |
$146K - $178K
|
23.8K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
464+ 17.79% |
$145K - $178K
|
3.07K
$1.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
463+ 3.9% |
$145K - $177K
|
12.3K
$5.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
462+ 0.65% |
$145K - $177K
|
71.7K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
459+ 0.85% |
$144K - $176K
|
54.5K
$23M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
459+ 14.79% |
$144K - $176K
|
3.56K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
457+ 12.31% |
$143K - $175K
|
4.17K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
457+ 1.37% |
$143K - $175K
|
33.9K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
455+ 6.02% |
$143K - $174K
|
8.01K
$3.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
454+ 2.78% |
$142K - $174K
|
16.8K
$7.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
454+ 7.27% |
$142K - $174K
|
6.7K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
452+ 0.87% |
$142K - $173K
|
52.5K
$22.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
452+ 1.69% |
$142K - $173K
|
27.3K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
452+ 2.65% |
$142K - $173K
|
17.5K
$7.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
450+ 2.89% |
$141K - $172K
|
16K
$6.77M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
447+ 10.17% |
$140K - $171K
|
4.84K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
446+ 1.36% |
$140K - $171K
|
33.2K
$14.1M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
444+ 8.09% |
$139K - $170K
|
5.93K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
443+ 2.91% |
$139K - $170K
|
15.7K
$6.63M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
440+ 2.31% |
$138K - $168K
|
19.5K
$8.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
435+ 18.85% |
$136K - $166K
|
2.74K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
435+ 5.38% |
$136K - $166K
|
8.52K
$3.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
435+ 0.49% |
$136K - $166K
|
89.5K
$37.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
434+ 1.41% |
$136K - $166K
|
31.1K
$13.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
434+ 1.56% |
$136K - $166K
|
28.3K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
434+ 0.28% |
$136K - $166K
|
154K
$65M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
430+ 5.47% |
$135K - $165K
|
8.29K
$3.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
429+ 1.4% |
$134K - $164K
|
31.1K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
427+ 2.48% |
$134K - $163K
|
17.6K
$7.45M
|