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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
126+ 5.32% |
$39.5K - $48.2K
|
2.5K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
125+ 1.43% |
$39.2K - $47.8K
|
8.84K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
124+ 2.29% |
$38.9K - $47.5K
|
5.55K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
124+ 3.0% |
$38.9K - $47.5K
|
4.26K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
123+ 0.69% |
$38.5K - $47.1K
|
17.9K
$7.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
123+ 10.92% |
$38.5K - $47.1K
|
1.25K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
122+ 1.99% |
$38.2K - $46.7K
|
6.25K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
122New |
$38.2K - $46.7K
|
122
$51.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
121+ 0.84% |
$37.9K - $46.3K
|
14.6K
$6.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 1.11% |
$37.9K - $46.3K
|
11K
$4.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
121+ 4.01% |
$37.9K - $46.3K
|
3.14K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
121+ 0.78% |
$37.9K - $46.3K
|
15.5K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
121+ 4.17% |
$37.9K - $46.3K
|
3.03K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
119+ 0.13% |
$37.3K - $45.5K
|
91.4K
$38.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
119New |
$37.3K - $45.5K
|
119
$50.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
119+ 0.22% |
$37.3K - $45.5K
|
53.5K
$22.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
118+ 5.11% |
$37K - $45.2K
|
2.43K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
118+ 0.41% |
$37K - $45.2K
|
28.9K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
117+ 0.47% |
$36.7K - $44.8K
|
25.1K
$10.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
116+ 5.81% |
$36.4K - $44.4K
|
2.11K
$898K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
116+ 1.78% |
$36.4K - $44.4K
|
6.65K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
116+ 0.46% |
$36.4K - $44.4K
|
25.1K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
116+ 0.84% |
$36.4K - $44.4K
|
13.9K
$5.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
114+ 0.88% |
$35.7K - $43.6K
|
13.1K
$5.55M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
114+ 2.02% |
$35.7K - $43.6K
|
5.77K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
113+ 2.17% |
$35.4K - $43.2K
|
5.31K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113+ 0.5% |
$35.4K - $43.2K
|
22.6K
$9.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
112+ 4.07% |
$35.1K - $42.9K
|
2.86K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
111+ 0.46% |
$34.8K - $42.5K
|
24.1K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
111+ 0.33% |
$34.8K - $42.5K
|
33.3K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
110+ 1.82% |
$34.5K - $42.1K
|
6.16K
$2.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
110+ 4.71% |
$34.5K - $42.1K
|
2.45K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
110+ 0.52% |
$34.5K - $42.1K
|
21.2K
$9.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
109+ 0.2% |
$34.2K - $41.7K
|
54.3K
$23.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
109+ 1.35% |
$34.2K - $41.7K
|
8.17K
$3.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
109+ 0.29% |
$34.2K - $41.7K
|
37.7K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
109+ 2.17% |
$34.2K - $41.7K
|
5.14K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
109+ 1.7% |
$34.2K - $41.7K
|
6.52K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
109+ 16.77% |
$34.2K - $41.7K
|
759
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 1.09% |
$34.2K - $41.7K
|
10.1K
$4.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
108+ 3.06% |
$33.8K - $41.3K
|
3.64K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
108+ 7.02% |
$33.8K - $41.3K
|
1.65K
$700K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
108+ 4.2% |
$33.8K - $41.3K
|
2.68K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108+ 2.76% |
$33.8K - $41.3K
|
4.02K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
107+ 0.93% |
$33.5K - $40.9K
|
11.6K
$4.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
106+ 1.63% |
$33.2K - $40.6K
|
6.6K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
106+ 0.16% |
$33.2K - $40.6K
|
67.8K
$28.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
105+ 0.75% |
$32.9K - $40.2K
|
14.1K
$6.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
105+ 0.2% |
$32.9K - $40.2K
|
51.9K
$22.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
104+ 3.83% |
$32.6K - $39.8K
|
2.82K
$1.2M
|