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 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
319+ 20.32% |
$100K - $122K
|
1.89K
$755K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
318+ 3.27% |
$99.7K - $122K
|
10K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
318+ 5.64% |
$99.7K - $122K
|
5.96K
$2.38M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
317+ 15.47% |
$99.3K - $121K
|
2.37K
$946K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
316+ 8.86% |
$99K - $121K
|
3.88K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
316+ 0.3% |
$99K - $121K
|
104K
$41.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
315+ 2.49% |
$98.7K - $121K
|
12.9K
$5.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
313+ 5.52% |
$98.1K - $120K
|
5.98K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
313+ 18.23% |
$98.1K - $120K
|
2.03K
$811K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
312+ 3.33% |
$97.8K - $119K
|
9.68K
$3.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
311+ 5.99% |
$97.5K - $119K
|
5.5K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
310+ 2.25% |
$97.2K - $119K
|
14.1K
$5.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
310+ 1.78% |
$97.2K - $119K
|
17.7K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
310+ 3.32% |
$97.2K - $119K
|
9.66K
$3.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
309+ 6.92% |
$96.8K - $118K
|
4.77K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
307+ 2.1% |
$96.2K - $117K
|
14.9K
$5.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
305+ 1.41% |
$95.6K - $117K
|
21.9K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
305+ 2.07% |
$95.6K - $117K
|
15K
$6.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
304+ 3.41% |
$95.3K - $116K
|
9.21K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
303+ 9.86% |
$95K - $116K
|
3.38K
$1.35M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
303+ 12.73% |
$95K - $116K
|
2.68K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
301+ 3.38% |
$94.3K - $115K
|
9.2K
$3.68M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
301+ 9.22% |
$94.3K - $115K
|
3.57K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
300+ 5.28% |
$94K - $115K
|
5.98K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
300+ 1.02% |
$94K - $115K
|
29.6K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
298+ 647.83% |
$93.4K - $114K
|
344
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
298+ 1.81% |
$93.4K - $114K
|
16.7K
$6.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
297+ 8.83% |
$93.1K - $114K
|
3.66K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
297+ 30.03% |
$93.1K - $114K
|
1.29K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
296+ 2.27% |
$92.8K - $113K
|
13.4K
$5.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
296+ 4.19% |
$92.8K - $113K
|
7.36K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
296+ 1.94% |
$92.8K - $113K
|
15.5K
$6.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
295+ 25.83% |
$92.5K - $113K
|
1.44K
$574K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
295+ 1.4% |
$92.5K - $113K
|
21.4K
$8.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
293+ 5.57% |
$91.8K - $112K
|
5.56K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
292+ 2.64% |
$91.5K - $112K
|
11.3K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
292+ 1.17% |
$91.5K - $112K
|
25.3K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
291+ 3.27% |
$91.2K - $111K
|
9.18K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
291+ 3.58% |
$91.2K - $111K
|
8.42K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
291+ 1.33% |
$91.2K - $111K
|
22.1K
$8.85M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
287+ 1.5% |
$89.9K - $110K
|
19.4K
$7.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
286+ 6.55% |
$89.6K - $109K
|
4.65K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
286+ 2.31% |
$89.6K - $109K
|
12.7K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
284+ 2.52% |
$89K - $109K
|
11.6K
$4.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
282+ 4.23% |
$88.4K - $108K
|
6.95K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
280+ 17.06% |
$87.7K - $107K
|
1.92K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
280+ 15.34% |
$87.7K - $107K
|
2.11K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
280+ 3.64% |
$87.7K - $107K
|
7.98K
$3.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
279+ 0.31% |
$87.4K - $107K
|
90.2K
$36M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
279+ 3.69% |
$87.4K - $107K
|
7.85K
$3.14M
|