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 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
255+ 1.39% |
$79.9K - $97.6K
|
18.6K
$7.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
254+ 5.12% |
$79.6K - $97.2K
|
5.22K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
254+ 1.55% |
$79.6K - $97.2K
|
16.7K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
253+ 7.57% |
$79.3K - $96.8K
|
3.6K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
251+ 7.31% |
$78.7K - $96.1K
|
3.68K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
249+ 2.17% |
$78K - $95.3K
|
11.7K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
249+ 6.17% |
$78K - $95.3K
|
4.29K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
247+ 0.71% |
$77.4K - $94.5K
|
35K
$14.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
246+ 2.63% |
$77.1K - $94.1K
|
9.6K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
246+ 1.74% |
$77.1K - $94.1K
|
14.4K
$6.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
244+ 2.47% |
$76.5K - $93.4K
|
10.1K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
244+ 0.77% |
$76.5K - $93.4K
|
31.8K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
242+ 0.19% |
$75.8K - $92.6K
|
129K
$55M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
242+ 2.62% |
$75.8K - $92.6K
|
9.5K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$75.8K - $92.6K
|
24.7K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
241+ 0.29% |
$75.5K - $92.2K
|
82K
$34.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
241+ 0.51% |
$75.5K - $92.2K
|
47.8K
$20.3M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
240+ 118.23% |
$75.2K - $91.8K
|
443
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
240+ 0.23% |
$75.2K - $91.8K
|
104K
$44.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
240+ 0.3% |
$75.2K - $91.8K
|
80.7K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
240+ 2.43% |
$75.2K - $91.8K
|
10.1K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
238+ 3.83% |
$74.6K - $91.1K
|
6.45K
$2.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
237+ 0.78% |
$74.3K - $90.7K
|
30.7K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 0.47% |
$74K - $90.3K
|
50K
$21.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
236+ 8.92% |
$74K - $90.3K
|
2.88K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
236+ 3.24% |
$74K - $90.3K
|
7.53K
$3.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
235+ 2.22% |
$73.6K - $89.9K
|
10.8K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
233+ 2.6% |
$73K - $89.2K
|
9.18K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
233+ 3.46% |
$73K - $89.2K
|
6.97K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
233+ 0.53% |
$73K - $89.2K
|
44.3K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
233+ 2.31% |
$73K - $89.2K
|
10.3K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
231+ 0.41% |
$72.4K - $88.4K
|
56.9K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
231New |
$72.4K - $88.4K
|
231
$98.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
229+ 4.31% |
$71.8K - $87.6K
|
5.55K
$2.36M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$71.8K - $87.6K
|
229
$97.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
228+ 2.73% |
$71.5K - $87.3K
|
8.59K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228+ 1.24% |
$71.5K - $87.3K
|
18.6K
$7.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
224+ 2.9% |
$70.2K - $85.7K
|
7.94K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
224+ 2.79% |
$70.2K - $85.7K
|
8.24K
$3.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
220+ 0.26% |
$68.9K - $84.2K
|
84.5K
$35.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
219+ 1.12% |
$68.6K - $83.8K
|
19.7K
$8.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
218+ 5.79% |
$68.3K - $83.4K
|
3.99K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.92% |
$68K - $83K
|
23.9K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
217New |
$68K - $83K
|
217
$92.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
216+ 31.21% |
$67.7K - $82.7K
|
908
$386K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
216+ 0.2% |
$67.7K - $82.7K
|
108K
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
215+ 1.22% |
$67.4K - $82.3K
|
17.8K
$7.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 3.79% |
$66.8K - $81.5K
|
5.83K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
212+ 0.13% |
$66.4K - $81.1K
|
159K
$67.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
210+ 5.54% |
$65.8K - $80.4K
|
4K
$1.7M
|