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 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
707+ 0.72% |
$222K - $271K
|
98.9K
$39M
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
707+ 1.05% |
$222K - $271K
|
68.3K
$26.9M
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
703+ 1.31% |
$220K - $269K
|
54.4K
$21.4M
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700New |
$219K - $268K
|
700
$276K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
700+ 1.96% |
$219K - $268K
|
36.3K
$14.3M
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
699+ 3.15% |
$219K - $268K
|
22.9K
$9.03M
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
698+ 2.24% |
$219K - $267K
|
31.9K
$12.6M
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
697+ 1.49% |
$218K - $267K
|
47.6K
$18.7M
|
|
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
$3.67M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
696+ 2.16% |
$218K - $266K
|
32.9K
$13M
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
696New |
$218K - $266K
|
696
$274K
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
692+ 6.05% |
$217K - $265K
|
12.1K
$4.78M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
690+ 3.31% |
$216K - $264K
|
21.5K
$8.48M
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
689+ 1.76% |
$216K - $264K
|
39.7K
$15.7M
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
687+ 4.72% |
$215K - $263K
|
15.2K
$6.01M
|
|
Feb 13, 2024
Q4 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
685+ 4.02% |
$215K - $262K
|
17.7K
$6.98M
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
681New |
$213K - $261K
|
681
$268K
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
680New |
$213K - $260K
|
680
$268K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
675+ 40.69% |
$212K - $258K
|
2.33K
$920K
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
674+ 11.05% |
$211K - $258K
|
6.77K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
670+ 0.61% |
$210K - $256K
|
111K
$43.8M
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
670+ 0.01% |
$210K - $256K
|
9.96M
$3.92B
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
669New |
$210K - $256K
|
669
$264K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
666+ 7.64% |
$209K - $255K
|
9.38K
$3.7M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
666+ 0.82% |
$209K - $255K
|
81.7K
$32.2M
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
665+ 4.58% |
$208K - $254K
|
15.2K
$5.99M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
664+ 2.33% |
$208K - $254K
|
29.2K
$11.5M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
662+ 0.92% |
$207K - $253K
|
72.5K
$28.6M
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
657+ 3.72% |
$206K - $251K
|
18.3K
$7.21M
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 9.01% |
$206K - $251K
|
7.95K
$3.13M
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
656New |
$206K - $251K
|
656
$258K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
654+ 14.63% |
$205K - $250K
|
5.12K
$2.02M
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
654+ 4.58% |
$205K - $250K
|
14.9K
$5.88M
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
652+ 1.21% |
$204K - $250K
|
54.6K
$21.5M
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
651New |
$204K - $249K
|
651
$257K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
647+ 0.4% |
$203K - $248K
|
163K
$64.2M
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
643+ 4.83% |
$202K - $246K
|
13.9K
$5.5M
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
642+ 5.41% |
$201K - $246K
|
12.5K
$4.93M
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
641+ 82.71% |
$201K - $245K
|
1.42K
$558K
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
641New |
$201K - $245K
|
641
$253K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
639+ 0.65% |
$200K - $245K
|
98.3K
$38.7M
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
637+ 1.43% |
$200K - $244K
|
45.1K
$17.8M
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
635+ 6.81% |
$199K - $243K
|
9.96K
$3.93M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
633+ 0.88% |
$198K - $242K
|
72.8K
$28.7M
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
631+ 2.07% |
$198K - $241K
|
31.1K
$12.3M
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
629New |
$197K - $241K
|
629
$248K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
627+ 23.92% |
$196K - $240K
|
3.25K
$1.28M
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
623+ 14.35% |
$195K - $238K
|
4.96K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
623+ 0.91% |
$195K - $238K
|
69.4K
$27.3M
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
622+ 10.98% |
$195K - $238K
|
6.29K
$2.48M
|