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 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
193+ 0.63% |
$60.5K - $73.9K
|
30.8K
$12.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
193+ 5.13% |
$60.5K - $73.9K
|
3.96K
$1.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
193+ 30.35% |
$60.5K - $73.9K
|
829
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
192+ 0.82% |
$60.2K - $73.5K
|
23.7K
$9.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
191+ 6.25% |
$59.9K - $73.1K
|
3.25K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
191+ 1.59% |
$59.9K - $73.1K
|
12.2K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
191+ 0.66% |
$59.9K - $73.1K
|
29.2K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
191+ 1.14% |
$59.9K - $73.1K
|
17K
$7.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
190+ 1.8% |
$59.5K - $72.7K
|
10.7K
$4.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 1.94% |
$58.9K - $71.9K
|
9.86K
$4.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
188+ 2.49% |
$58.9K - $71.9K
|
7.75K
$3.22M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
188+ 1.42% |
$58.9K - $71.9K
|
13.4K
$5.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
188+ 6.87% |
$58.9K - $71.9K
|
2.92K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
187+ 1.68% |
$58.6K - $71.6K
|
11.3K
$4.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
186+ 2.69% |
$58.3K - $71.2K
|
7.1K
$2.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
186+ 0.57% |
$58.3K - $71.2K
|
32.7K
$13.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
185+ 0.75% |
$58K - $70.8K
|
24.9K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
184+ 0.39% |
$57.7K - $70.4K
|
47.1K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.75% |
$57.7K - $70.4K
|
24.6K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
183+ 0.35% |
$57.4K - $70K
|
52.6K
$21.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
183+ 0.38% |
$57.4K - $70K
|
48.9K
$20.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
182+ 1.51% |
$57K - $69.7K
|
12.2K
$5.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
180+ 12.18% |
$56.4K - $68.9K
|
1.66K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
180+ 6.05% |
$56.4K - $68.9K
|
3.16K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
180+ 0.22% |
$56.4K - $68.9K
|
83.1K
$34.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
179+ 0.38% |
$56.1K - $68.5K
|
47.4K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
179+ 0.95% |
$56.1K - $68.5K
|
18.9K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
179+ 1.41% |
$56.1K - $68.5K
|
12.9K
$5.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
178+ 8.73% |
$55.8K - $68.1K
|
2.22K
$920K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
178+ 9.21% |
$55.8K - $68.1K
|
2.11K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
176+ 7.86% |
$55.2K - $67.4K
|
2.42K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
176+ 1.35% |
$55.2K - $67.4K
|
13.2K
$5.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
175+ 28.0% |
$54.8K - $67K
|
800
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
175+ 2.29% |
$54.8K - $67K
|
7.82K
$3.25M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
175+ 28.0% |
$54.8K - $67K
|
800
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
174+ 2.06% |
$54.5K - $66.6K
|
8.63K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
172+ 1.48% |
$53.9K - $65.8K
|
11.8K
$4.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
172+ 0.94% |
$53.9K - $65.8K
|
18.5K
$7.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
172+ 3.55% |
$53.9K - $65.8K
|
5.02K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
171+ 0.63% |
$53.6K - $65.4K
|
27.3K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
171+ 1.13% |
$53.6K - $65.4K
|
15.3K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
171+ 0.79% |
$53.6K - $65.4K
|
21.8K
$9.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
170+ 16.59% |
$53.3K - $65.1K
|
1.2K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
170+ 0.52% |
$53.3K - $65.1K
|
32.6K
$13.5M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
169+ 1.9% |
$53K - $64.7K
|
9.06K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
168+ 0.55% |
$52.6K - $64.3K
|
30.4K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
167+ 0.48% |
$52.3K - $63.9K
|
34.7K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
166+ 0.27% |
$52K - $63.5K
|
60.9K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
166+ 3.55% |
$52K - $63.5K
|
4.85K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
165+ 0.82% |
$51.7K - $63.1K
|
20.3K
$8.42M
|