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 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
301+ 3.38% |
$94.3K - $115K
|
9.2K
$3.9M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
301+ 9.22% |
$94.3K - $115K
|
3.57K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
300+ 5.28% |
$94K - $115K
|
5.98K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
300+ 1.02% |
$94K - $115K
|
29.6K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
298+ 647.83% |
$93.4K - $114K
|
344
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
298+ 1.81% |
$93.4K - $114K
|
16.7K
$7.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
297+ 8.83% |
$93.1K - $114K
|
3.66K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
297+ 30.03% |
$93.1K - $114K
|
1.29K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
296+ 2.27% |
$92.8K - $113K
|
13.4K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
296+ 4.19% |
$92.8K - $113K
|
7.36K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
296+ 1.94% |
$92.8K - $113K
|
15.5K
$6.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
295+ 25.83% |
$92.5K - $113K
|
1.44K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
295+ 1.4% |
$92.5K - $113K
|
21.4K
$9.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
293+ 5.57% |
$91.8K - $112K
|
5.56K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
292+ 2.64% |
$91.5K - $112K
|
11.3K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
292+ 1.17% |
$91.5K - $112K
|
25.3K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
291+ 3.27% |
$91.2K - $111K
|
9.18K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
291+ 3.58% |
$91.2K - $111K
|
8.42K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
291+ 1.33% |
$91.2K - $111K
|
22.1K
$9.37M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
287+ 1.5% |
$89.9K - $110K
|
19.4K
$8.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
286+ 6.55% |
$89.6K - $109K
|
4.65K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
286+ 2.31% |
$89.6K - $109K
|
12.7K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
284+ 2.52% |
$89K - $109K
|
11.6K
$4.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
282+ 4.23% |
$88.4K - $108K
|
6.95K
$2.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
280+ 17.06% |
$87.7K - $107K
|
1.92K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
280+ 15.34% |
$87.7K - $107K
|
2.11K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
280+ 3.64% |
$87.7K - $107K
|
7.98K
$3.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
279+ 0.31% |
$87.4K - $107K
|
90.2K
$38.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
279+ 3.69% |
$87.4K - $107K
|
7.85K
$3.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
278+ 10.03% |
$87.1K - $106K
|
3.05K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
277+ 11.37% |
$86.8K - $106K
|
2.71K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
276+ 1.82% |
$86.5K - $106K
|
15.4K
$6.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
276+ 35.57% |
$86.5K - $106K
|
1.05K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
276+ 1.77% |
$86.5K - $106K
|
15.9K
$6.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
274+ 6.62% |
$85.9K - $105K
|
4.41K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
274+ 1.06% |
$85.9K - $105K
|
26.2K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
273+ 3.48% |
$85.6K - $104K
|
8.11K
$3.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
268+ 6.92% |
$84K - $103K
|
4.14K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
268+ 16.51% |
$84K - $103K
|
1.89K
$801K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
267+ 2.84% |
$83.7K - $102K
|
9.68K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
267+ 0.98% |
$83.7K - $102K
|
27.5K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
265+ 0.11% |
$83K - $101K
|
247K
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
265+ 0.97% |
$83K - $101K
|
27.7K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
265+ 2.52% |
$83K - $101K
|
10.8K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
262+ 3.32% |
$82.1K - $100K
|
8.16K
$3.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
262+ 1.83% |
$82.1K - $100K
|
14.6K
$6.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
262+ 2.97% |
$82.1K - $100K
|
9.08K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
261New |
$81.8K - $99.9K
|
261
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
260+ 0.61% |
$81.5K - $99.5K
|
43.1K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
260+ 0.96% |
$81.5K - $99.5K
|
27.5K
$11.6M
|