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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
426+ 5.63% |
$134K - $163K
|
7.99K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
426+ 16.61% |
$134K - $163K
|
2.99K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
424+ 9.45% |
$133K - $162K
|
4.91K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
423+ 6.41% |
$133K - $162K
|
7.02K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
422+ 0.96% |
$132K - $161K
|
44.3K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
420+ 0.3% |
$132K - $161K
|
140K
$59.3M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
417+ 5.92% |
$131K - $160K
|
7.46K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
411+ 8.96% |
$129K - $157K
|
5K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
409+ 2.09% |
$128K - $157K
|
20K
$8.46M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
407+ 1.87% |
$128K - $156K
|
22.2K
$9.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
406+ 2.3% |
$127K - $155K
|
18.1K
$7.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
406+ 2.37% |
$127K - $155K
|
17.6K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
406+ 2.95% |
$127K - $155K
|
14.2K
$6M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
403+ 2.04% |
$126K - $154K
|
20.2K
$8.54M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
400+ 2.67% |
$125K - $153K
|
15.4K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
400+ 10.72% |
$125K - $153K
|
4.13K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
399+ 1.73% |
$125K - $153K
|
23.5K
$9.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
398+ 13.9% |
$125K - $152K
|
3.26K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
397+ 2.71% |
$124K - $152K
|
15.1K
$6.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
396+ 11.6% |
$124K - $152K
|
3.81K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
396+ 2.31% |
$124K - $152K
|
17.5K
$7.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
396+ 4.0% |
$124K - $152K
|
10.3K
$4.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
395+ 31.93% |
$124K - $151K
|
1.63K
$690K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
392+ 2.76% |
$123K - $150K
|
14.6K
$6.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
391+ 0.22% |
$123K - $150K
|
178K
$75.2M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
390+ 2.13% |
$122K - $149K
|
18.7K
$7.93M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
386+ 3.89% |
$121K - $148K
|
10.3K
$4.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
386+ 47.3% |
$121K - $148K
|
1.2K
$508K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
381+ 2.82% |
$119K - $146K
|
13.9K
$5.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
373+ 8.08% |
$117K - $143K
|
4.99K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
373+ 1.61% |
$117K - $143K
|
23.6K
$9.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
373+ 4.34% |
$117K - $143K
|
8.98K
$3.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
373+ 1.99% |
$117K - $143K
|
19.1K
$8.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
371+ 3.45% |
$116K - $142K
|
11.1K
$4.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
370+ 1.57% |
$116K - $142K
|
24K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
369+ 0.98% |
$116K - $141K
|
37.9K
$16M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
369+ 7.47% |
$116K - $141K
|
5.31K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
368+ 3.45% |
$115K - $141K
|
11K
$4.67M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
368+ 3.05% |
$115K - $141K
|
12.4K
$5.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
368+ 21.57% |
$115K - $141K
|
2.07K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
367+ 1.29% |
$115K - $140K
|
28.8K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
366+ 6.46% |
$115K - $140K
|
6.04K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
361+ 2.54% |
$113K - $138K
|
14.6K
$6.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
360+ 9.97% |
$113K - $138K
|
3.97K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
359+ 0.95% |
$113K - $137K
|
38.3K
$16.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
359+ 3.25% |
$113K - $137K
|
11.4K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
358+ 36.09% |
$112K - $137K
|
1.35K
$571K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
356+ 3.5% |
$112K - $136K
|
10.5K
$4.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
355+ 1.44% |
$111K - $136K
|
25.1K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
355+ 0.29% |
$111K - $136K
|
124K
$52.4M
|