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 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.68K+ 191.51% |
$1.15M - $1.41M
|
5.6K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.68KNew |
$1.15M - $1.41M
|
3.68K
$1.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.66K+ 0.28% |
$1.15M - $1.4M
|
1.3M
$540M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.65K+ 7.8% |
$1.14M - $1.4M
|
50.4K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.63K+ 31.29% |
$1.14M - $1.39M
|
15.2K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 5.65% |
$1.13M - $1.38M
|
67.7K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.61K+ 44.42% |
$1.13M - $1.38M
|
11.7K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.61K+ 17.02% |
$1.13M - $1.38M
|
24.8K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.6K+ 11.89% |
$1.13M - $1.38M
|
33.9K
$14.1M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.6KNew |
$1.13M - $1.38M
|
3.6K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 15.58% |
$1.13M - $1.37M
|
26.6K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 50.82% |
$1.12M - $1.37M
|
10.6K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.55K+ 4.31% |
$1.11M - $1.36M
|
86K
$35.7M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.54KNew |
$1.11M - $1.36M
|
3.54K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
3.53K+ 23.42% |
$1.11M - $1.35M
|
18.6K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.52KNew |
$1.1M - $1.35M
|
3.52K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.52KNew |
$1.1M - $1.35M
|
3.52K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.52KNew |
$1.1M - $1.35M
|
3.52K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.51KNew |
$1.1M - $1.34M
|
3.51K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.51K+ 8.09% |
$1.1M - $1.34M
|
46.9K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.5K+ 0.75% |
$1.1M - $1.34M
|
471K
$195M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.49KNew |
$1.09M - $1.34M
|
3.49K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.49K+ 1.8% |
$1.09M - $1.33M
|
197K
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.47KNew |
$1.09M - $1.33M
|
3.47K
$1.44M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.46KNew |
$1.08M - $1.32M
|
3.46K
$1.43M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.45KNew |
$1.08M - $1.32M
|
3.45K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.45K+ 17.21% |
$1.08M - $1.32M
|
23.5K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.44K+ 6.8% |
$1.08M - $1.32M
|
54K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.41K+ 4.01% |
$1.07M - $1.31M
|
88.5K
$36.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.4K+ 52.43% |
$1.07M - $1.3M
|
9.89K
$4.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.37KNew |
$1.06M - $1.29M
|
3.37K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.36K+ 9.94% |
$1.05M - $1.29M
|
37.2K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.36K+ 2.3% |
$1.05M - $1.29M
|
149K
$62M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 1.55% |
$1.05M - $1.28M
|
219K
$91M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.33K+ 27.0% |
$1.04M - $1.27M
|
15.7K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
3.33K+ 0.25% |
$1.04M - $1.27M
|
1.33M
$552M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.33K+ 2.62% |
$1.04M - $1.27M
|
130K
$54.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.31K+ 22.73% |
$1.04M - $1.27M
|
17.9K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.31KNew |
$1.04M - $1.27M
|
3.31K
$1.37M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.29KNew |
$1.03M - $1.26M
|
3.29K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.28K+ 5.74% |
$1.03M - $1.26M
|
60.5K
$25.1M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.28KNew |
$1.03M - $1.25M
|
3.28K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$1.03M - $1.25M
|
3.28K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.26KNew |
$1.02M - $1.25M
|
3.26K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.25KNew |
$1.02M - $1.24M
|
3.25K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.24KNew |
$1.02M - $1.24M
|
3.24K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.24KNew |
$1.02M - $1.24M
|
3.24K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.24K+ 18.74% |
$1.02M - $1.24M
|
20.5K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.24KNew |
$1.01M - $1.24M
|
3.24K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.23K+ 10.75% |
$1.01M - $1.23M
|
33.2K
$13.8M
|