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
|
Satovsky Asset Management LLC
|
BUY
|
- |
19+ 0.19% |
$5.95K - $7.27K
|
10.3K
$4.35M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.44% |
$5.95K - $7.27K
|
4.31K
$1.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
18+ 0.32% |
$5.64K - $6.89K
|
5.56K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
18+ 0.05% |
$5.64K - $6.89K
|
35.1K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.1% |
$5.64K - $6.89K
|
18.6K
$7.86M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.89% |
$5.64K - $6.89K
|
2.05K
$868K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.46% |
$5.33K - $6.51K
|
3.68K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
17+ 0.17% |
$5.33K - $6.51K
|
10.2K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
17+ 0.2% |
$5.33K - $6.51K
|
8.58K
$3.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
16+ 0.07% |
$5.01K - $6.12K
|
22.1K
$9.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
16+ 0.1% |
$5.01K - $6.12K
|
16.5K
$6.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
16+ 0.27% |
$5.01K - $6.12K
|
6.01K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.73% |
$4.7K - $5.74K
|
2.06K
$872K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 1.6% |
$4.7K - $5.74K
|
950
$402K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.16% |
$4.39K - $5.36K
|
8.98K
$3.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
14+ 0.23% |
$4.39K - $5.36K
|
6.21K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
14+ 0.07% |
$4.39K - $5.36K
|
19.3K
$8.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
14+ 0.47% |
$4.39K - $5.36K
|
2.97K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
13+ 1.77% |
$4.07K - $4.98K
|
749
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
13+ 0.17% |
$4.07K - $4.98K
|
7.77K
$3.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
13+ 0.12% |
$4.07K - $4.98K
|
10.8K
$4.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
13+ 1.38% |
$4.07K - $4.98K
|
955
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
13+ 1.29% |
$4.07K - $4.98K
|
1.02K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.19% |
$4.07K - $4.98K
|
7K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12+ 0.02% |
$3.76K - $4.59K
|
59.3K
$25.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
12+ 0.37% |
$3.76K - $4.59K
|
3.22K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
12+ 0.07% |
$3.76K - $4.59K
|
16.7K
$7.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
11+ 0.23% |
$3.45K - $4.21K
|
4.83K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
11+ 0.07% |
$3.45K - $4.21K
|
16.8K
$7.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.25% |
$3.45K - $4.21K
|
4.48K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.29% |
$3.13K - $3.83K
|
3.41K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$3.13K - $3.83K
|
14.2K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$3.13K - $3.83K
|
10
$4.23K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.16% |
$2.82K - $3.44K
|
5.61K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
9+ 0.24% |
$2.82K - $3.44K
|
3.72K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$2.82K - $3.44K
|
32.6K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8+ 7.41% |
$2.51K - $3.06K
|
116
$49.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8+ 0.17% |
$2.51K - $3.06K
|
4.74K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
8+ 0.03% |
$2.51K - $3.06K
|
28.2K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 0.02% |
$2.51K - $3.06K
|
46.1K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8+ 0.02% |
$2.51K - $3.06K
|
33.6K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$2.51K - $3.06K
|
4.02K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.14% |
$2.19K - $2.68K
|
5.04K
$2.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
7+ 0.69% |
$2.19K - $2.68K
|
1.02K
$432K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
7+ 0.19% |
$2.19K - $2.68K
|
3.66K
$1.55M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
7+ 0.69% |
$2.19K - $2.68K
|
1.02K
$433K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.05% |
$1.88K - $2.3K
|
11.3K
$4.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
6+ 0.5% |
$1.88K - $2.3K
|
1.22K
$516K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.03% |
$1.88K - $2.3K
|
20.9K
$8.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$1.88K - $2.3K
|
8.29K
$3.51M
|