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 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
50+ 2.56% |
$15.7K - $19.1K
|
2.01K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 0.28% |
$15.7K - $19.1K
|
17.8K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
50+ 0.35% |
$15.7K - $19.1K
|
14.4K
$6.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
49+ 0.28% |
$15.4K - $18.8K
|
17.8K
$7.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
49+ 0.35% |
$15.4K - $18.8K
|
13.9K
$5.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
48+ 6.53% |
$15K - $18.4K
|
783
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
48+ 0.16% |
$15K - $18.4K
|
30.3K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
48+ 0.7% |
$15K - $18.4K
|
6.9K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
47+ 0.06% |
$14.7K - $18K
|
73.5K
$31.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.21% |
$14.7K - $18K
|
22.9K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
47+ 0.08% |
$14.7K - $18K
|
60.5K
$25.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
46+ 0.29% |
$14.4K - $17.6K
|
16.1K
$6.84M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
45+ 0.16% |
$14.1K - $17.2K
|
27.8K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
45+ 0.13% |
$14.1K - $17.2K
|
33.9K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
45+ 0.86% |
$14.1K - $17.2K
|
5.26K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
44+ 0.3% |
$13.8K - $16.8K
|
14.9K
$6.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
43+ 1.53% |
$13.5K - $16.5K
|
2.85K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
43+ 2.24% |
$13.5K - $16.5K
|
1.96K
$831K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
42+ 0.78% |
$13.2K - $16.1K
|
5.45K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 13.91% |
$13.2K - $16.1K
|
344
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
42+ 0.12% |
$13.2K - $16.1K
|
36.2K
$15.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 0.16% |
$12.8K - $15.7K
|
25.4K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
41+ 0.04% |
$12.8K - $15.7K
|
111K
$47.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
41+ 0.26% |
$12.8K - $15.7K
|
15.5K
$6.58M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
41+ 3.76% |
$12.8K - $15.7K
|
1.13K
$479K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
40+ 0.5% |
$12.5K - $15.3K
|
7.96K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
40+ 0.53% |
$12.5K - $15.3K
|
7.54K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.21% |
$12.5K - $15.3K
|
18.8K
$7.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
40+ 1.23% |
$12.5K - $15.3K
|
3.29K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
40+ 6.03% |
$12.5K - $15.3K
|
703
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
40+ 0.54% |
$12.5K - $15.3K
|
7.45K
$3.16M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
40+ 0.35% |
$12.5K - $15.3K
|
11.3K
$4.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
39+ 1.28% |
$12.2K - $14.9K
|
3.1K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
39+ 0.48% |
$12.2K - $14.9K
|
8.19K
$3.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
38+ 2.65% |
$11.9K - $14.5K
|
1.47K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
38+ 2.26% |
$11.9K - $14.5K
|
1.72K
$728K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
38+ 5.13% |
$11.9K - $14.5K
|
779
$330K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
37+ 0.07% |
$11.6K - $14.2K
|
55.4K
$23.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 23.68% |
$11.3K - $13.8K
|
188
$79.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
35+ 2.11% |
$11K - $13.4K
|
1.69K
$717K
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
35+ 1.55% |
$11K - $13.4K
|
2.29K
$971K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
35+ 0.44% |
$11K - $13.4K
|
8.02K
$3.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
35+ 0.29% |
$11K - $13.4K
|
12.2K
$5.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
34+ 0.11% |
$10.7K - $13K
|
30.8K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
34+ 3.48% |
$10.7K - $13K
|
1.01K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.3% |
$10.7K - $13K
|
11.4K
$4.81M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
34+ 2.31% |
$10.7K - $13K
|
1.51K
$637K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
33+ 0.19% |
$10.3K - $12.6K
|
17.2K
$7.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
33+ 2.19% |
$10.3K - $12.6K
|
1.54K
$653K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
33+ 0.69% |
$10.3K - $12.6K
|
4.79K
$2.03M
|