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 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.95KNew |
$1.55M - $1.89M
|
4.95K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.93K+ 3.81% |
$1.55M - $1.89M
|
134K
$52.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.92KNew |
$1.54M - $1.88M
|
4.92K
$1.94M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.91KNew |
$1.54M - $1.88M
|
4.91K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.9KNew |
$1.54M - $1.88M
|
4.9K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.87K+ 6.07% |
$1.53M - $1.86M
|
85.1K
$33.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.87KNew |
$1.53M - $1.86M
|
4.87K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.84K+ 685.41% |
$1.52M - $1.85M
|
5.55K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.83K+ 0.59% |
$1.51M - $1.85M
|
822K
$324M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.82K+ 23.7% |
$1.51M - $1.84M
|
25.1K
$9.91M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.81K+ 7.7% |
$1.51M - $1.84M
|
67.3K
$26.5M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$1.49M - $1.83M
|
4.77K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 7.77% |
$1.49M - $1.82M
|
65.9K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.74K+ 2.21% |
$1.49M - $1.81M
|
219K
$86.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.73K+ 3.77% |
$1.48M - $1.81M
|
130K
$51.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.71KNew |
$1.47M - $1.8M
|
4.71K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.7K+ 1.63% |
$1.47M - $1.8M
|
293K
$115M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.7KNew |
$1.47M - $1.8M
|
4.7K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.61KNew |
$1.45M - $1.77M
|
4.61K
$1.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
4.6K+ 3.93% |
$1.44M - $1.76M
|
122K
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4.57K+ 113.84% |
$1.43M - $1.75M
|
8.59K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.56KNew |
$1.43M - $1.75M
|
4.56K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.52K+ 0.57% |
$1.42M - $1.73M
|
796K
$314M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.5KNew |
$1.41M - $1.72M
|
4.5K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.5K+ 45.19% |
$1.41M - $1.72M
|
14.5K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.48K+ 0.57% |
$1.4M - $1.71M
|
790K
$311M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.48KNew |
$1.4M - $1.71M
|
4.48K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
4.47K+ 16.77% |
$1.4M - $1.71M
|
31.1K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.45K+ 7.68% |
$1.4M - $1.7M
|
62.5K
$24.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4.45K+ 4.28% |
$1.39M - $1.7M
|
108K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4.43K+ 6.26% |
$1.39M - $1.7M
|
75.3K
$29.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
4.43KNew |
$1.39M - $1.7M
|
4.43K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.43K+ 40.19% |
$1.39M - $1.7M
|
15.5K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.43KNew |
$1.39M - $1.69M
|
4.43K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.43K+ 22.79% |
$1.39M - $1.69M
|
23.8K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 9.93% |
$1.39M - $1.69M
|
49K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.42KNew |
$1.38M - $1.69M
|
4.42K
$1.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$1.38M - $1.69M
|
4.42K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.41KNew |
$1.38M - $1.69M
|
4.41K
$1.74M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.4KNew |
$1.38M - $1.68M
|
4.4K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
4.39K+ 8.01% |
$1.38M - $1.68M
|
59.2K
$23.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
4.39K+ 7.42% |
$1.38M - $1.68M
|
63.6K
$25M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 12.87% |
$1.37M - $1.68M
|
38.4K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.36K+ 386.42% |
$1.36M - $1.67M
|
5.48K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.35K+ 0.71% |
$1.36M - $1.66M
|
613K
$242M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.35K+ 3.04% |
$1.36M - $1.66M
|
147K
$58M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.34K+ 13.27% |
$1.36M - $1.66M
|
37K
$14.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.29K+ 11.32% |
$1.35M - $1.64M
|
42.2K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
4.27KNew |
$1.34M - $1.63M
|
4.27K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.26KNew |
$1.34M - $1.63M
|
4.26K
$1.68M
|