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 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
153+ 0.4% |
$47.9K - $58.6K
|
38K
$16.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
153New |
$47.9K - $58.6K
|
153
$65.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
152+ 1.89% |
$47.6K - $58.2K
|
8.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
152+ 1.33% |
$47.6K - $58.2K
|
11.6K
$4.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
151+ 2.35% |
$47.3K - $57.8K
|
6.57K
$2.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
150+ 6.78% |
$47K - $57.4K
|
2.36K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
150+ 0.85% |
$47K - $57.4K
|
17.9K
$7.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
150+ 19.71% |
$47K - $57.4K
|
911
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
150+ 14.23% |
$47K - $57.4K
|
1.2K
$512K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 0.86% |
$46.7K - $57K
|
17.4K
$7.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
149+ 9.21% |
$46.7K - $57K
|
1.77K
$752K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
148+ 1.57% |
$46.4K - $56.6K
|
9.59K
$4.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
148+ 1.9% |
$46.4K - $56.6K
|
7.92K
$3.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
147+ 2.1% |
$46.1K - $56.3K
|
7.15K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
146+ 1.12% |
$45.8K - $55.9K
|
13.2K
$5.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
145+ 3.42% |
$45.4K - $55.5K
|
4.38K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
145+ 0.67% |
$45.4K - $55.5K
|
21.7K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145+ 4.11% |
$45.4K - $55.5K
|
3.68K
$1.56M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
145+ 6.3% |
$45.4K - $55.5K
|
2.45K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
143+ 160.67% |
$44.8K - $54.7K
|
232
$98.7K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
142+ 6.3% |
$44.5K - $54.3K
|
2.4K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
140+ 14.54% |
$43.9K - $53.6K
|
1.1K
$469K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
139+ 0.93% |
$43.6K - $53.2K
|
15.2K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
139+ 0.82% |
$43.6K - $53.2K
|
17.2K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
139+ 2.02% |
$43.6K - $53.2K
|
7.04K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
138+ 3.45% |
$43.2K - $52.8K
|
4.13K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
138+ 5.09% |
$43.2K - $52.8K
|
2.85K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
138+ 1.96% |
$43.2K - $52.8K
|
7.19K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
138+ 3.19% |
$43.2K - $52.8K
|
4.47K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
137+ 0.61% |
$42.9K - $52.4K
|
22.5K
$9.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
137+ 0.93% |
$42.9K - $52.4K
|
14.9K
$6.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
136+ 0.82% |
$42.6K - $52K
|
16.7K
$7.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
136+ 0.52% |
$42.6K - $52K
|
26.1K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
136+ 4.02% |
$42.6K - $52K
|
3.52K
$1.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135+ 0.9% |
$42.3K - $51.7K
|
15.2K
$6.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
135+ 0.22% |
$42.3K - $51.7K
|
60.5K
$25.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
134+ 0.68% |
$42K - $51.3K
|
20K
$8.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
133+ 0.84% |
$41.7K - $50.9K
|
15.9K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
132+ 6.78% |
$41.4K - $50.5K
|
2.08K
$884K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
131+ 0.53% |
$41.1K - $50.1K
|
24.7K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
131+ 2.76% |
$41.1K - $50.1K
|
4.88K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 1.02% |
$40.7K - $49.8K
|
12.8K
$5.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
130+ 0.17% |
$40.7K - $49.8K
|
78.8K
$33.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
129+ 0.36% |
$40.4K - $49.4K
|
36.1K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
129+ 0.73% |
$40.4K - $49.4K
|
17.9K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 2.11% |
$40.4K - $49.4K
|
6.25K
$2.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
128+ 8.53% |
$40.1K - $49K
|
1.63K
$693K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
128New |
$40.1K - $49K
|
128
$54.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
128+ 1.46% |
$40.1K - $49K
|
8.92K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
128+ 8.08% |
$40.1K - $49K
|
1.71K
$728K
|