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 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
784New |
$246K - $300K
|
784
$325K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
784New |
$246K - $300K
|
784
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
780+ 4.02% |
$244K - $299K
|
20.2K
$8.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
778+ 23.32% |
$244K - $298K
|
4.11K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
774+ 41.61% |
$243K - $296K
|
2.63K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
770+ 2.02% |
$241K - $295K
|
38.8K
$16.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
767+ 12.64% |
$240K - $294K
|
6.83K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
767New |
$240K - $294K
|
767
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
762+ 1.49% |
$239K - $292K
|
52K
$21.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
762+ 10.68% |
$239K - $292K
|
7.9K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
757New |
$237K - $290K
|
757
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
755+ 16.5% |
$237K - $289K
|
5.33K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
755+ 2.4% |
$237K - $289K
|
32.3K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
753+ 15.5% |
$236K - $288K
|
5.61K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
750+ 9.53% |
$235K - $287K
|
8.62K
$3.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
748+ 5.39% |
$234K - $286K
|
14.6K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
748New |
$234K - $286K
|
748
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
747+ 3.88% |
$234K - $286K
|
20K
$8.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
744+ 2.89% |
$233K - $285K
|
26.5K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
744+ 34.77% |
$233K - $285K
|
2.88K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
742+ 47.35% |
$233K - $284K
|
2.31K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
742+ 6.6% |
$233K - $284K
|
12K
$4.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
740+ 46.05% |
$232K - $283K
|
2.35K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
740+ 0.32% |
$232K - $283K
|
235K
$97.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
738+ 1.43% |
$231K - $282K
|
52.5K
$21.8M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
735+ 9.86% |
$230K - $281K
|
8.19K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
731+ 49.49% |
$229K - $280K
|
2.21K
$916K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
730+ 2.12% |
$229K - $279K
|
35.1K
$14.6M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
727New |
$228K - $278K
|
727
$302K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
723+ 3.86% |
$227K - $277K
|
19.5K
$8.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
722+ 10.31% |
$226K - $276K
|
7.72K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
721+ 1.9% |
$226K - $276K
|
38.6K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
718+ 10.03% |
$225K - $275K
|
7.88K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
713+ 6.3% |
$223K - $273K
|
12K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
709+ 55.96% |
$222K - $271K
|
1.98K
$820K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
708+ 0.78% |
$222K - $271K
|
91.8K
$38.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
708+ 7.73% |
$222K - $271K
|
9.87K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
708New |
$222K - $271K
|
708
$294K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
707+ 0.72% |
$222K - $271K
|
98.9K
$41M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
707+ 1.05% |
$222K - $271K
|
68.3K
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
703+ 1.31% |
$220K - $269K
|
54.4K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700New |
$219K - $268K
|
700
$290K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
700+ 1.96% |
$219K - $268K
|
36.3K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
699+ 3.15% |
$219K - $268K
|
22.9K
$9.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
698+ 2.24% |
$219K - $267K
|
31.9K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
697+ 1.49% |
$218K - $267K
|
47.6K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
697+ 8.08% |
$218K - $267K
|
9.32K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
696+ 2.16% |
$218K - $266K
|
32.9K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
696New |
$218K - $266K
|
696
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
692+ 6.05% |
$217K - $265K
|
12.1K
$5.03M
|