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 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
106+ 1.63% |
$33.2K - $40.6K
|
6.6K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
106+ 0.16% |
$33.2K - $40.6K
|
67.8K
$28.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
105+ 0.75% |
$32.9K - $40.2K
|
14.1K
$5.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
105+ 0.2% |
$32.9K - $40.2K
|
51.9K
$21.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
104+ 3.83% |
$32.6K - $39.8K
|
2.82K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
104+ 1.06% |
$32.6K - $39.8K
|
9.9K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
104+ 2.26% |
$32.6K - $39.8K
|
4.71K
$1.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
102+ 14.33% |
$32K - $39K
|
814
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
102+ 1.28% |
$32K - $39K
|
8.09K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
102+ 0.97% |
$32K - $39K
|
10.6K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
102+ 2.12% |
$32K - $39K
|
4.91K
$2.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
101+ 1.21% |
$31.7K - $38.7K
|
8.43K
$3.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
101+ 1.31% |
$31.7K - $38.7K
|
7.82K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
101+ 0.73% |
$31.7K - $38.7K
|
14K
$5.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
101+ 1.68% |
$31.7K - $38.7K
|
6.1K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 0.45% |
$31.3K - $38.3K
|
22.6K
$9.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100+ 12.52% |
$31.3K - $38.3K
|
899
$380K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
100+ 4.32% |
$31.3K - $38.3K
|
2.42K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
99+ 0.73% |
$31K - $37.9K
|
13.7K
$5.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
99+ 1.21% |
$31K - $37.9K
|
8.31K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
98+ 2.01% |
$30.7K - $37.5K
|
4.97K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
96+ 1.03% |
$30.1K - $36.7K
|
9.41K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
96+ 1.08% |
$30.1K - $36.7K
|
9.01K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
96+ 1.85% |
$30.1K - $36.7K
|
5.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
96+ 2.23% |
$30.1K - $36.7K
|
4.39K
$1.86M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
96+ 1.04% |
$30.1K - $36.7K
|
9.29K
$3.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
95+ 6.83% |
$29.8K - $36.4K
|
1.49K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
95+ 0.7% |
$29.8K - $36.4K
|
13.8K
$5.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
95+ 0.83% |
$29.8K - $36.4K
|
11.5K
$4.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
95+ 1.34% |
$29.8K - $36.4K
|
7.2K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
95+ 1.87% |
$29.8K - $36.4K
|
5.16K
$2.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
94+ 1.12% |
$29.5K - $36K
|
8.48K
$3.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
94+ 0.94% |
$29.5K - $36K
|
10.1K
$4.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
94+ 28.48% |
$29.5K - $36K
|
424
$179K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
92+ 3.71% |
$28.8K - $35.2K
|
2.57K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
91+ 1.13% |
$28.5K - $34.8K
|
8.12K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.71% |
$28.5K - $34.8K
|
12.9K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 1.07% |
$28.2K - $34.4K
|
8.53K
$3.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
89+ 1.71% |
$27.9K - $34.1K
|
5.29K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
89+ 1.1% |
$27.9K - $34.1K
|
8.15K
$3.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
89+ 0.84% |
$27.9K - $34.1K
|
10.7K
$4.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
88+ 0.5% |
$27.6K - $33.7K
|
17.6K
$7.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
88+ 3.23% |
$27.6K - $33.7K
|
2.82K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.83% |
$27.3K - $33.3K
|
10.5K
$4.45M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
87+ 4.51% |
$27.3K - $33.3K
|
2.02K
$852K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
87+ 0.48% |
$27.3K - $33.3K
|
18.2K
$7.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
86+ 1.79% |
$27K - $32.9K
|
4.89K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 3.07% |
$26.6K - $32.5K
|
2.86K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
85+ 1.04% |
$26.6K - $32.5K
|
8.27K
$3.5M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
85+ 1.18% |
$26.6K - $32.5K
|
7.28K
$3.08M
|