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
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
526+ 4.54% |
$165K - $201K
|
12.1K
$6.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
525+ 19.11% |
$165K - $201K
|
3.27K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
523+ 17.2% |
$164K - $200K
|
3.56K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
523+ 1.0% |
$164K - $200K
|
52.7K
$27M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
522+ 9.62% |
$164K - $200K
|
5.95K
$3.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
520+ 5.6% |
$163K - $199K
|
9.8K
$5.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
520+ 1.92% |
$163K - $199K
|
27.6K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
519+ 1.6% |
$163K - $199K
|
32.9K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
518+ 10.5% |
$162K - $198K
|
5.45K
$2.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
515+ 25.43% |
$161K - $197K
|
2.54K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
514+ 1.77% |
$161K - $197K
|
29.6K
$15.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
512+ 3.22% |
$160K - $196K
|
16.4K
$8.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
512+ 4.82% |
$160K - $196K
|
11.1K
$5.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
511+ 2.63% |
$160K - $196K
|
20K
$10.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
510+ 3.34% |
$160K - $195K
|
15.8K
$8.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
509+ 5.99% |
$160K - $195K
|
9.01K
$4.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
509+ 6.18% |
$160K - $195K
|
8.74K
$4.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
507+ 26.2% |
$159K - $194K
|
2.44K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
506+ 3.42% |
$159K - $194K
|
15.3K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
505+ 1.22% |
$158K - $193K
|
42K
$21.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
503+ 4.88% |
$158K - $192K
|
10.8K
$5.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
503+ 0.92% |
$158K - $192K
|
55.4K
$28.4M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
502+ 6.43% |
$157K - $192K
|
8.32K
$4.25M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
500New |
$157K - $191K
|
500
$256K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
499+ 0.38% |
$156K - $191K
|
133K
$67.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
498+ 16.33% |
$156K - $191K
|
3.55K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
497+ 2.81% |
$156K - $190K
|
18.2K
$9.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
495+ 3.09% |
$155K - $189K
|
16.5K
$8.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
493+ 1.61% |
$155K - $189K
|
31.2K
$15.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
491+ 2.92% |
$154K - $188K
|
17.3K
$8.85M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
491+ 20.03% |
$154K - $188K
|
2.94K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
489+ 3.55% |
$153K - $187K
|
14.3K
$7.31M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
489New |
$153K - $187K
|
489
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
488+ 49.85% |
$153K - $187K
|
1.47K
$751K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
486+ 3.0% |
$152K - $186K
|
16.7K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
485+ 2.66% |
$152K - $186K
|
18.7K
$9.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
484+ 5.49% |
$152K - $185K
|
9.3K
$4.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
484+ 24.87% |
$152K - $185K
|
2.43K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
484+ 4.2% |
$152K - $185K
|
12K
$6.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
483+ 21.49% |
$151K - $185K
|
2.73K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
482+ 5.84% |
$151K - $184K
|
8.74K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
481+ 6.05% |
$151K - $184K
|
8.43K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
481+ 1.52% |
$151K - $184K
|
32.2K
$16.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
479+ 19.62% |
$150K - $183K
|
2.92K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
479+ 1.16% |
$150K - $183K
|
41.9K
$21.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
477+ 2.19% |
$149K - $183K
|
22.3K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
475+ 1.38% |
$149K - $182K
|
34.9K
$17.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
471+ 0.11% |
$148K - $180K
|
442K
$226M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
469+ 6.7% |
$147K - $179K
|
7.47K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
467+ 3.77% |
$146K - $179K
|
12.8K
$6.57M
|