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
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
165+ 0.09% |
$51.7K - $63.1K
|
188K
$78M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
163+ 1.74% |
$51.1K - $62.4K
|
9.51K
$3.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
162+ 4.75% |
$50.8K - $62K
|
3.57K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
162+ 2.29% |
$50.8K - $62K
|
7.23K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
162+ 0.84% |
$50.8K - $62K
|
19.3K
$8.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
161+ 0.52% |
$50.5K - $61.6K
|
31K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
160+ 3.49% |
$50.1K - $61.2K
|
4.74K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
159+ 0.74% |
$49.8K - $60.8K
|
21.8K
$9.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
158+ 1.69% |
$49.5K - $60.5K
|
9.52K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
158+ 4.21% |
$49.5K - $60.5K
|
3.92K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
158+ 9.74% |
$49.5K - $60.5K
|
1.78K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
157+ 49.84% |
$49.2K - $60.1K
|
472
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
156+ 6.29% |
$48.9K - $59.7K
|
2.64K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
155+ 2.97% |
$48.6K - $59.3K
|
5.37K
$2.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
155+ 2.87% |
$48.6K - $59.3K
|
5.56K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
154+ 0.74% |
$48.3K - $58.9K
|
21.1K
$8.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
154+ 1.3% |
$48.3K - $58.9K
|
12K
$5M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
153+ 0.4% |
$47.9K - $58.6K
|
38K
$15.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
153New |
$47.9K - $58.6K
|
153
$63.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
152+ 1.89% |
$47.6K - $58.2K
|
8.2K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
152+ 1.33% |
$47.6K - $58.2K
|
11.6K
$4.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
151+ 2.35% |
$47.3K - $57.8K
|
6.57K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
150+ 6.78% |
$47K - $57.4K
|
2.36K
$981K
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
150+ 0.85% |
$47K - $57.4K
|
17.9K
$7.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
150+ 19.71% |
$47K - $57.4K
|
911
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
150+ 14.23% |
$47K - $57.4K
|
1.2K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 0.86% |
$46.7K - $57K
|
17.4K
$7.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
149+ 9.21% |
$46.7K - $57K
|
1.77K
$733K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
148+ 1.57% |
$46.4K - $56.6K
|
9.59K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
148+ 1.9% |
$46.4K - $56.6K
|
7.92K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
147+ 2.1% |
$46.1K - $56.3K
|
7.15K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
146+ 1.12% |
$45.8K - $55.9K
|
13.2K
$5.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
145+ 3.42% |
$45.4K - $55.5K
|
4.38K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
145+ 0.67% |
$45.4K - $55.5K
|
21.7K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145+ 4.11% |
$45.4K - $55.5K
|
3.68K
$1.53M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
145+ 6.3% |
$45.4K - $55.5K
|
2.45K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
143+ 160.67% |
$44.8K - $54.7K
|
232
$96.3K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
142+ 6.3% |
$44.5K - $54.3K
|
2.4K
$994K
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
140+ 14.54% |
$43.9K - $53.6K
|
1.1K
$458K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
139+ 0.93% |
$43.6K - $53.2K
|
15.2K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
139+ 0.82% |
$43.6K - $53.2K
|
17.2K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
139+ 2.02% |
$43.6K - $53.2K
|
7.04K
$2.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
138+ 3.45% |
$43.2K - $52.8K
|
4.13K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
138+ 5.09% |
$43.2K - $52.8K
|
2.85K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
138+ 1.96% |
$43.2K - $52.8K
|
7.19K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
138+ 3.19% |
$43.2K - $52.8K
|
4.47K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
137+ 0.61% |
$42.9K - $52.4K
|
22.5K
$9.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
137+ 0.93% |
$42.9K - $52.4K
|
14.9K
$6.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
136+ 0.82% |
$42.6K - $52K
|
16.7K
$6.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
136+ 0.52% |
$42.6K - $52K
|
26.1K
$10.8M
|