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 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.24KNew |
$1.02M - $1.24M
|
3.24K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.24KNew |
$1.02M - $1.24M
|
3.24K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.24K+ 18.74% |
$1.02M - $1.24M
|
20.5K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.24KNew |
$1.01M - $1.24M
|
3.24K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.23K+ 10.75% |
$1.01M - $1.23M
|
33.2K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.22K+ 6.03% |
$1.01M - $1.23M
|
56.5K
$22.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.21K+ 11.84% |
$1.01M - $1.23M
|
30.4K
$12.1M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.21K+ 17.99% |
$1.01M - $1.23M
|
21K
$8.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
BUY
|
- |
3.2K+ 7.84% |
$1M - $1.22M
|
43.9K
$17.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.17K+ 8.89% |
$993K - $1.21M
|
38.8K
$15.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.15K+ 10.9% |
$986K - $1.2M
|
32K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.14K+ 32.51% |
$985K - $1.2M
|
12.8K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.13K+ 18.67% |
$982K - $1.2M
|
19.9K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.13K+ 1.87% |
$981K - $1.2M
|
170K
$67.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.13K+ 156.93% |
$980K - $1.2M
|
5.12K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.12KNew |
$977K - $1.19M
|
3.12K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
3.12K+ 4.81% |
$977K - $1.19M
|
67.9K
$27M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.09KNew |
$969K - $1.18M
|
3.09K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
3.09K+ 144.75% |
$967K - $1.18M
|
5.22K
$2.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.09K+ 5.62% |
$967K - $1.18M
|
58K
$23.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.07KNew |
$961K - $1.17M
|
3.07K
$1.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.07K+ 52.88% |
$961K - $1.17M
|
8.86K
$3.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.06K+ 25.75% |
$959K - $1.17M
|
14.9K
$5.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
3.04KNew |
$953K - $1.16M
|
3.04K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.04KNew |
$952K - $1.16M
|
3.04K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.01K+ 27.97% |
$944K - $1.15M
|
13.8K
$5.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.01K+ 54.39% |
$943K - $1.15M
|
8.54K
$3.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
3.01K+ 82.29% |
$942K - $1.15M
|
6.66K
$2.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 26.93% |
$941K - $1.15M
|
14.2K
$5.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3K+ 2.49% |
$941K - $1.15M
|
123K
$49.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.99KNew |
$938K - $1.15M
|
2.99K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 26.7% |
$938K - $1.15M
|
14.2K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 2.75% |
$931K - $1.14M
|
111K
$44.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.97K+ 3.68% |
$931K - $1.14M
|
83.7K
$33.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.97K+ 29.38% |
$930K - $1.14M
|
13.1K
$5.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2.96KNew |
$927K - $1.13M
|
2.96K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.96K+ 12.26% |
$927K - $1.13M
|
27.1K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.94K+ 2.52% |
$923K - $1.13M
|
120K
$47.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 23.05% |
$922K - $1.13M
|
15.7K
$6.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.93K+ 6.58% |
$918K - $1.12M
|
47.5K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.92K+ 10.58% |
$914K - $1.12M
|
30.5K
$12.1M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.91KNew |
$911K - $1.11M
|
2.91K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.9K+ 22.86% |
$909K - $1.11M
|
15.6K
$6.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2.89KNew |
$904K - $1.1M
|
2.89K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.86KNew |
$896K - $1.09M
|
2.86K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.83K+ 4.22% |
$887K - $1.08M
|
69.8K
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.82K+ 2.1% |
$884K - $1.08M
|
137K
$54.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.82KNew |
$883K - $1.08M
|
2.82K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.82K+ 60.36% |
$883K - $1.08M
|
7.48K
$2.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.8K+ 112.61% |
$876K - $1.07M
|
5.28K
$2.1M
|