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 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
89+ 1.71% |
$27.9K - $34.1K
|
5.29K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
89+ 1.1% |
$27.9K - $34.1K
|
8.15K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
89+ 0.84% |
$27.9K - $34.1K
|
10.7K
$4.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
88+ 0.5% |
$27.6K - $33.7K
|
17.6K
$7.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
88+ 3.23% |
$27.6K - $33.7K
|
2.82K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.83% |
$27.3K - $33.3K
|
10.5K
$4.37M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
87+ 4.51% |
$27.3K - $33.3K
|
2.02K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
87+ 0.48% |
$27.3K - $33.3K
|
18.2K
$7.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
86+ 1.79% |
$27K - $32.9K
|
4.89K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 3.07% |
$26.6K - $32.5K
|
2.86K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
85+ 1.04% |
$26.6K - $32.5K
|
8.27K
$3.43M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
85+ 1.18% |
$26.6K - $32.5K
|
7.28K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
84+ 1.79% |
$26.3K - $32.1K
|
4.77K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
84+ 1.58% |
$26.3K - $32.1K
|
5.41K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
83+ 2.32% |
$26K - $31.8K
|
3.67K
$1.52M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
82+ 6.95% |
$25.7K - $31.4K
|
1.26K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
82+ 0.29% |
$25.7K - $31.4K
|
28.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
82+ 5.06% |
$25.7K - $31.4K
|
1.7K
$707K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
81+ 0.14% |
$25.4K - $31K
|
56.5K
$23.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
81+ 3.01% |
$25.4K - $31K
|
2.77K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
81+ 1.11% |
$25.4K - $31K
|
7.4K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81+ 1.1% |
$25.4K - $31K
|
7.42K
$3.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
79+ 6.17% |
$24.8K - $30.2K
|
1.36K
$564K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
79+ 2.78% |
$24.8K - $30.2K
|
2.92K
$1.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
78+ 0.23% |
$24.4K - $29.9K
|
33.7K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
78+ 1.05% |
$24.4K - $29.9K
|
7.5K
$3.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
77+ 0.13% |
$24.1K - $29.5K
|
60.8K
$25.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
77+ 3.8% |
$24.1K - $29.5K
|
2.1K
$873K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
76+ 1.34% |
$23.8K - $29.1K
|
5.75K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
76+ 4.7% |
$23.8K - $29.1K
|
1.69K
$703K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
76+ 0.68% |
$23.8K - $29.1K
|
11.2K
$4.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 0.33% |
$23.5K - $28.7K
|
22.7K
$9.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
75+ 0.59% |
$23.5K - $28.7K
|
12.8K
$5.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75+ 0.46% |
$23.5K - $28.7K
|
16.3K
$6.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
75+ 2.08% |
$23.5K - $28.7K
|
3.68K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
75+ 3.75% |
$23.5K - $28.7K
|
2.08K
$861K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
74+ 3.51% |
$23.2K - $28.3K
|
2.18K
$906K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
73+ 1.97% |
$22.9K - $27.9K
|
3.78K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
73+ 2.8% |
$22.9K - $27.9K
|
2.68K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
73+ 0.07% |
$22.9K - $27.9K
|
112K
$46.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
72+ 1.13% |
$22.6K - $27.6K
|
6.44K
$2.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
71+ 0.16% |
$22.3K - $27.2K
|
44.8K
$18.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
71+ 0.04% |
$22.3K - $27.2K
|
161K
$67M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
71+ 2.35% |
$22.3K - $27.2K
|
3.09K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
70+ 0.04% |
$21.9K - $26.8K
|
175K
$72.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
70+ 8.0% |
$21.9K - $26.8K
|
945
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
70+ 1.39% |
$21.9K - $26.8K
|
5.1K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 0.33% |
$21.9K - $26.8K
|
21.5K
$8.91M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
68+ 0.19% |
$21.3K - $26K
|
35.1K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
67+ 0.8% |
$21K - $25.6K
|
8.46K
$3.51M
|