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 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
368+ 21.57% |
$115K - $141K
|
2.07K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
367+ 1.29% |
$115K - $140K
|
28.8K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
366+ 6.46% |
$115K - $140K
|
6.04K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
361+ 2.54% |
$113K - $138K
|
14.6K
$6.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
360+ 9.97% |
$113K - $138K
|
3.97K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
359+ 0.95% |
$113K - $137K
|
38.3K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
359+ 3.25% |
$113K - $137K
|
11.4K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
358+ 36.09% |
$112K - $137K
|
1.35K
$561K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
356+ 3.5% |
$112K - $136K
|
10.5K
$4.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
355+ 1.44% |
$111K - $136K
|
25.1K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
355+ 0.29% |
$111K - $136K
|
124K
$51.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
355+ 7.9% |
$111K - $136K
|
4.85K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
354+ 50.07% |
$111K - $135K
|
1.06K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
354+ 1.06% |
$111K - $135K
|
33.7K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
354+ 9.81% |
$111K - $135K
|
3.96K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
353+ 13.41% |
$111K - $135K
|
2.99K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
352+ 20.37% |
$110K - $135K
|
2.08K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
349+ 3.79% |
$109K - $134K
|
9.57K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
348+ 0.07% |
$109K - $133K
|
526K
$219M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
342+ 1.87% |
$107K - $131K
|
18.7K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
342+ 1.67% |
$107K - $131K
|
20.9K
$8.68M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
339+ 2.3% |
$106K - $130K
|
15.1K
$6.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
338+ 1.26% |
$106K - $129K
|
27.3K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
337+ 4.39% |
$106K - $129K
|
8.02K
$3.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
337+ 9.53% |
$106K - $129K
|
3.87K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
336+ 13.02% |
$105K - $129K
|
2.92K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
335+ 0.15% |
$105K - $128K
|
220K
$91.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
334+ 1.26% |
$105K - $128K
|
26.8K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
333+ 1.48% |
$104K - $127K
|
22.8K
$9.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
333+ 1.68% |
$104K - $127K
|
20.1K
$8.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
332+ 23.51% |
$104K - $127K
|
1.74K
$725K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
330+ 3.23% |
$103K - $126K
|
10.5K
$4.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
327+ 1.07% |
$102K - $125K
|
30.8K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
326+ 3.42% |
$102K - $125K
|
9.86K
$4.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
326+ 9.53% |
$102K - $125K
|
3.75K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
325+ 1.33% |
$102K - $124K
|
24.7K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
325+ 8.85% |
$102K - $124K
|
4K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
324+ 7.79% |
$102K - $124K
|
4.49K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
323+ 0.55% |
$101K - $124K
|
59.6K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
320+ 1.1% |
$100K - $122K
|
29.5K
$12.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
320+ 2.11% |
$100K - $122K
|
15.5K
$6.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
319+ 20.32% |
$100K - $122K
|
1.89K
$785K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
318+ 3.27% |
$99.7K - $122K
|
10K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
318+ 5.64% |
$99.7K - $122K
|
5.96K
$2.48M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
317+ 15.47% |
$99.3K - $121K
|
2.37K
$984K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
316+ 8.86% |
$99K - $121K
|
3.88K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
316+ 0.3% |
$99K - $121K
|
104K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
315+ 2.49% |
$98.7K - $121K
|
12.9K
$5.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
313+ 5.52% |
$98.1K - $120K
|
5.98K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
313+ 18.23% |
$98.1K - $120K
|
2.03K
$844K
|