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 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
216+ 0.2% |
$67.7K - $82.7K
|
108K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
215+ 1.22% |
$67.4K - $82.3K
|
17.8K
$7.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 3.79% |
$66.8K - $81.5K
|
5.83K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
212+ 0.13% |
$66.4K - $81.1K
|
159K
$67.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
210+ 5.54% |
$65.8K - $80.4K
|
4K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
209+ 0.4% |
$65.5K - $80K
|
52.5K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
209+ 0.31% |
$65.5K - $80K
|
68.3K
$28.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
208+ 16.12% |
$65.2K - $79.6K
|
1.5K
$634K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
207+ 0.7% |
$64.9K - $79.2K
|
29.7K
$12.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 1.42% |
$64.9K - $79.2K
|
14.8K
$6.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
206+ 0.47% |
$64.6K - $78.8K
|
43.6K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
204+ 3.9% |
$63.9K - $78.1K
|
5.43K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
204+ 1.46% |
$63.9K - $78.1K
|
14.2K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
204+ 3.97% |
$63.9K - $78.1K
|
5.34K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.88% |
$63.9K - $78.1K
|
23.4K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
204+ 6.96% |
$63.9K - $78.1K
|
3.14K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
204+ 11.12% |
$63.9K - $78.1K
|
2.04K
$862K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
203+ 0.48% |
$63.6K - $77.7K
|
42.9K
$18.2M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
202+ 0.24% |
$63.3K - $77.3K
|
85.7K
$36.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
202+ 0.47% |
$63.3K - $77.3K
|
43.6K
$18.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
201+ 6.92% |
$63K - $76.9K
|
3.1K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
201+ 0.23% |
$63K - $76.9K
|
85.9K
$36.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
201+ 13.65% |
$63K - $76.9K
|
1.67K
$708K
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
201+ 0.36% |
$63K - $76.9K
|
56.1K
$23.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200+ 5.4% |
$62.7K - $76.5K
|
3.91K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
200+ 2.31% |
$62.7K - $76.5K
|
8.87K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
200+ 11.55% |
$62.7K - $76.5K
|
1.93K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 0.82% |
$62.7K - $76.5K
|
24.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
199+ 28.63% |
$62.4K - $76.2K
|
894
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
199+ 4.61% |
$62.4K - $76.2K
|
4.52K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
197+ 5.36% |
$61.7K - $75.4K
|
3.87K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
197+ 1.09% |
$61.7K - $75.4K
|
18.2K
$7.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
196+ 1.36% |
$61.4K - $75K
|
14.6K
$6.17M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
196+ 1.43% |
$61.4K - $75K
|
13.9K
$5.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
194+ 1.65% |
$60.8K - $74.2K
|
11.9K
$5.04M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
194+ 13.09% |
$60.8K - $74.2K
|
1.68K
$709K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
193+ 0.63% |
$60.5K - $73.9K
|
30.8K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
193+ 5.13% |
$60.5K - $73.9K
|
3.96K
$1.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
193+ 30.35% |
$60.5K - $73.9K
|
829
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
192+ 0.82% |
$60.2K - $73.5K
|
23.7K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
191+ 6.25% |
$59.9K - $73.1K
|
3.25K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
191+ 1.59% |
$59.9K - $73.1K
|
12.2K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
191+ 0.66% |
$59.9K - $73.1K
|
29.2K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
191+ 1.14% |
$59.9K - $73.1K
|
17K
$7.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
190+ 1.8% |
$59.5K - $72.7K
|
10.7K
$4.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 1.94% |
$58.9K - $71.9K
|
9.86K
$4.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
188+ 2.49% |
$58.9K - $71.9K
|
7.75K
$3.28M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
188+ 1.42% |
$58.9K - $71.9K
|
13.4K
$5.66M
|