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 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
278+ 10.03% |
$87.1K - $106K
|
3.05K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
277+ 11.37% |
$86.8K - $106K
|
2.71K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
276+ 1.82% |
$86.5K - $106K
|
15.4K
$6.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
276+ 35.57% |
$86.5K - $106K
|
1.05K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
276+ 1.77% |
$86.5K - $106K
|
15.9K
$6.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
274+ 6.62% |
$85.9K - $105K
|
4.41K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
274+ 1.06% |
$85.9K - $105K
|
26.2K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
273+ 3.48% |
$85.6K - $104K
|
8.11K
$3.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
268+ 6.92% |
$84K - $103K
|
4.14K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
268+ 16.51% |
$84K - $103K
|
1.89K
$756K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
267+ 2.84% |
$83.7K - $102K
|
9.68K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
267+ 0.98% |
$83.7K - $102K
|
27.5K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
265+ 0.11% |
$83K - $101K
|
247K
$98.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
265+ 0.97% |
$83K - $101K
|
27.7K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
265+ 2.52% |
$83K - $101K
|
10.8K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
262+ 3.32% |
$82.1K - $100K
|
8.16K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
262+ 1.83% |
$82.1K - $100K
|
14.6K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
262+ 2.97% |
$82.1K - $100K
|
9.08K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
261New |
$81.8K - $99.9K
|
261
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
260+ 0.61% |
$81.5K - $99.5K
|
43.1K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
260+ 0.96% |
$81.5K - $99.5K
|
27.5K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
258+ 0.98% |
$80.9K - $98.7K
|
26.6K
$10.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
258+ 2.77% |
$80.9K - $98.7K
|
9.59K
$3.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
258+ 1.44% |
$80.9K - $98.7K
|
18.1K
$7.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
257+ 4.33% |
$80.5K - $98.4K
|
6.19K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
256+ 0.6% |
$80.2K - $98K
|
43.1K
$17.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
255+ 1.39% |
$79.9K - $97.6K
|
18.6K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
254+ 5.12% |
$79.6K - $97.2K
|
5.22K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
254+ 1.55% |
$79.6K - $97.2K
|
16.7K
$6.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
253+ 7.57% |
$79.3K - $96.8K
|
3.6K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
251+ 7.31% |
$78.7K - $96.1K
|
3.68K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
249+ 2.17% |
$78K - $95.3K
|
11.7K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
249+ 6.17% |
$78K - $95.3K
|
4.29K
$1.71M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
247+ 0.71% |
$77.4K - $94.5K
|
35K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
246+ 2.63% |
$77.1K - $94.1K
|
9.6K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
246+ 1.74% |
$77.1K - $94.1K
|
14.4K
$5.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
244+ 2.47% |
$76.5K - $93.4K
|
10.1K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
244+ 0.77% |
$76.5K - $93.4K
|
31.8K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
242+ 0.19% |
$75.8K - $92.6K
|
129K
$51.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
242+ 2.62% |
$75.8K - $92.6K
|
9.5K
$3.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$75.8K - $92.6K
|
24.7K
$9.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
241+ 0.29% |
$75.5K - $92.2K
|
82K
$32.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
241+ 0.51% |
$75.5K - $92.2K
|
47.8K
$19.1M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
240+ 118.23% |
$75.2K - $91.8K
|
443
$177K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
240+ 0.23% |
$75.2K - $91.8K
|
104K
$41.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
240+ 0.3% |
$75.2K - $91.8K
|
80.7K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
240+ 2.43% |
$75.2K - $91.8K
|
10.1K
$4.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
238+ 3.83% |
$74.6K - $91.1K
|
6.45K
$2.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
237+ 0.78% |
$74.3K - $90.7K
|
30.7K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 0.47% |
$74K - $90.3K
|
50K
$20M
|