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 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 0.37% |
$20.1K - $24.5K
|
17.3K
$7.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
64+ 0.42% |
$20.1K - $24.5K
|
15.2K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
64+ 3.95% |
$20.1K - $24.5K
|
1.69K
$713K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
64+ 1.56% |
$20.1K - $24.5K
|
4.17K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 0.76% |
$19.4K - $23.7K
|
8.17K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
62+ 0.14% |
$19.4K - $23.7K
|
44.8K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
62+ 0.72% |
$19.4K - $23.7K
|
8.62K
$3.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
61+ 0.59% |
$19.1K - $23.3K
|
10.4K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.07% |
$19.1K - $23.3K
|
84.5K
$35.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 0.19% |
$19.1K - $23.3K
|
31.7K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
60+ 3.35% |
$18.8K - $23K
|
1.85K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.6% |
$18.8K - $23K
|
10K
$4.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
59+ 0.73% |
$18.5K - $22.6K
|
8.19K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
59+ 0.21% |
$18.5K - $22.6K
|
27.8K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
59+ 2.21% |
$18.5K - $22.6K
|
2.73K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
58+ 0.09% |
$18.2K - $22.2K
|
66.8K
$28.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
58+ 1.63% |
$18.2K - $22.2K
|
3.62K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
58+ 2.9% |
$18.2K - $22.2K
|
2.06K
$871K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
58+ 0.56% |
$18.2K - $22.2K
|
10.4K
$4.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
57+ 5.34% |
$17.9K - $21.8K
|
1.13K
$476K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
57+ 1.43% |
$17.9K - $21.8K
|
4.05K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
57+ 0.49% |
$17.9K - $21.8K
|
11.7K
$4.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
56+ 0.18% |
$17.5K - $21.4K
|
31K
$13.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
56+ 0.24% |
$17.5K - $21.4K
|
23.3K
$9.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 5.54% |
$17.5K - $21.4K
|
1.07K
$451K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
56+ 1.38% |
$17.5K - $21.4K
|
4.12K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
56+ 0.31% |
$17.5K - $21.4K
|
18.3K
$7.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
56+ 7.73% |
$17.5K - $21.4K
|
780
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
55+ 3.33% |
$17.2K - $21K
|
1.71K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
55+ 1.28% |
$17.2K - $21K
|
4.36K
$1.84M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
55+ 5.39% |
$17.2K - $21K
|
1.08K
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
54+ 1.7% |
$16.9K - $20.7K
|
3.24K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
54+ 3.64% |
$16.9K - $20.7K
|
1.54K
$651K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
54+ 1.07% |
$16.9K - $20.7K
|
5.1K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
54+ 1.38% |
$16.9K - $20.7K
|
3.97K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
54+ 0.28% |
$16.9K - $20.7K
|
19.2K
$8.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
53+ 5.3% |
$16.6K - $20.3K
|
1.05K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
53+ 0.16% |
$16.6K - $20.3K
|
33.4K
$14.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
53+ 4.49% |
$16.6K - $20.3K
|
1.23K
$522K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
52+ 1.22% |
$16.3K - $19.9K
|
4.3K
$1.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
52+ 0.64% |
$16.3K - $19.9K
|
8.22K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
52+ 1.79% |
$16.3K - $19.9K
|
2.96K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
52+ 0.94% |
$16.3K - $19.9K
|
5.61K
$2.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
52+ 0.23% |
$16.3K - $19.9K
|
22.4K
$9.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
52+ 0.42% |
$16.3K - $19.9K
|
12.5K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
52+ 1.15% |
$16.3K - $19.9K
|
4.56K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 0.39% |
$16K - $19.5K
|
13.2K
$5.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
51+ 1.76% |
$16K - $19.5K
|
2.96K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 1.51% |
$16K - $19.5K
|
3.42K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
51+ 1.17% |
$16K - $19.5K
|
4.42K
$1.87M
|