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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.16% |
$1.57K - $1.91K
|
3.19K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.02% |
$1.57K - $1.91K
|
28K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$1.57K - $1.91K
|
4.83K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.23% |
$1.57K - $1.91K
|
2.21K
$941K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.03% |
$1.57K - $1.91K
|
18.8K
$7.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.18% |
$1.57K - $1.91K
|
2.75K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4+ 0.18% |
$1.25K - $1.53K
|
2.18K
$929K
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
4+ 0.26% |
$1.25K - $1.53K
|
1.56K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
4+ 0.03% |
$1.25K - $1.53K
|
15.6K
$6.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$1.25K - $1.53K
|
7.22K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.25K - $1.53K
|
1.97K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$1.25K - $1.53K
|
20.2K
$8.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4+ 0.06% |
$1.25K - $1.53K
|
6.69K
$2.85M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4+ 0.39% |
$1.25K - $1.53K
|
1.04K
$442K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3+ 0.15% |
$940 - $1.15K
|
1.99K
$848K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.11% |
$940 - $1.15K
|
2.83K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3+ 0.13% |
$940 - $1.15K
|
2.39K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.07% |
$940 - $1.15K
|
4.57K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2+ 0.05% |
$627 - $765
|
4.38K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$627 - $765
|
2.92K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2+ 0.03% |
$627 - $765
|
6.37K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.16% |
$627 - $765
|
1.22K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.05% |
$627 - $765
|
4.36K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.17% |
$627 - $765
|
1.18K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$627 - $765
|
5.14K
$2.19M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2+ 0.06% |
$627 - $765
|
3.28K
$1.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.06K
$875K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.21K
$941K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1+ 0.12% |
$313 - $383
|
820
$349K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$313 - $383
|
777
$331K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$313 - $383
|
7.21K
$3.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.04% |
$313 - $383
|
2.31K
$981K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$313 - $383
|
2.67K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1+ 0.11% |
$313 - $383
|
920
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$313 - $383
|
802
$341K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.0% |
$313 - $383
|
22.5K
$9.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.13% |
$313 - $383
|
780
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$313 - $383
|
4.18K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.07% |
$313 - $383
|
1.51K
$642K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.02% |
$313 - $383
|
4.19K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.2K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.09% |
$313 - $383
|
1.13K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
1.9K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$313 - $383
|
814
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$313 - $383
|
1.23K
$525K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1- 0.1% |
$313 - $383
|
1.04K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$313 - $383
|
19.6K
$8.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2- 0.02% |
$627 - $765
|
9.44K
$4.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 0.1% |
$627 - $765
|
1.98K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2- 0.04% |
$627 - $765
|
5.48K
$2.33M
|