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
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
229+ 4.31% |
$71.8K - $87.6K
|
5.55K
$2.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$71.8K - $87.6K
|
229
$95K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
228+ 2.73% |
$71.5K - $87.3K
|
8.59K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228+ 1.24% |
$71.5K - $87.3K
|
18.6K
$7.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
224+ 2.9% |
$70.2K - $85.7K
|
7.94K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
224+ 2.79% |
$70.2K - $85.7K
|
8.24K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
220+ 0.26% |
$68.9K - $84.2K
|
84.5K
$35.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
219+ 1.12% |
$68.6K - $83.8K
|
19.7K
$8.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
218+ 5.79% |
$68.3K - $83.4K
|
3.99K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.92% |
$68K - $83K
|
23.9K
$9.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
217New |
$68K - $83K
|
217
$90.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
216+ 31.21% |
$67.7K - $82.7K
|
908
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
216+ 0.2% |
$67.7K - $82.7K
|
108K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
215+ 1.22% |
$67.4K - $82.3K
|
17.8K
$7.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 3.79% |
$66.8K - $81.5K
|
5.83K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
212+ 0.13% |
$66.4K - $81.1K
|
159K
$65.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
210+ 5.54% |
$65.8K - $80.4K
|
4K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
209+ 0.4% |
$65.5K - $80K
|
52.5K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
209+ 0.31% |
$65.5K - $80K
|
68.3K
$28.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
208+ 16.12% |
$65.2K - $79.6K
|
1.5K
$622K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
207+ 0.7% |
$64.9K - $79.2K
|
29.7K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 1.42% |
$64.9K - $79.2K
|
14.8K
$6.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
206+ 0.47% |
$64.6K - $78.8K
|
43.6K
$18.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
204+ 3.9% |
$63.9K - $78.1K
|
5.43K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
204+ 1.46% |
$63.9K - $78.1K
|
14.2K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
204+ 3.97% |
$63.9K - $78.1K
|
5.34K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.88% |
$63.9K - $78.1K
|
23.4K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
204+ 6.96% |
$63.9K - $78.1K
|
3.14K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
204+ 11.12% |
$63.9K - $78.1K
|
2.04K
$846K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
203+ 0.48% |
$63.6K - $77.7K
|
42.9K
$17.8M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
202+ 0.24% |
$63.3K - $77.3K
|
85.7K
$35.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
202+ 0.47% |
$63.3K - $77.3K
|
43.6K
$18.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
201+ 6.92% |
$63K - $76.9K
|
3.1K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
201+ 0.23% |
$63K - $76.9K
|
85.9K
$35.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
201+ 13.65% |
$63K - $76.9K
|
1.67K
$695K
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
201+ 0.36% |
$63K - $76.9K
|
56.1K
$23.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200+ 5.4% |
$62.7K - $76.5K
|
3.91K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
200+ 2.31% |
$62.7K - $76.5K
|
8.87K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
200+ 11.55% |
$62.7K - $76.5K
|
1.93K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 0.82% |
$62.7K - $76.5K
|
24.5K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
199+ 28.63% |
$62.4K - $76.2K
|
894
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
199+ 4.61% |
$62.4K - $76.2K
|
4.52K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
197+ 5.36% |
$61.7K - $75.4K
|
3.87K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
197+ 1.09% |
$61.7K - $75.4K
|
18.2K
$7.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
196+ 1.36% |
$61.4K - $75K
|
14.6K
$6.05M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
196+ 1.43% |
$61.4K - $75K
|
13.9K
$5.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
194+ 1.65% |
$60.8K - $74.2K
|
11.9K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
194+ 13.09% |
$60.8K - $74.2K
|
1.68K
$696K
|