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 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
236+ 8.92% |
$74K - $90.3K
|
2.88K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
236+ 3.24% |
$74K - $90.3K
|
7.53K
$3.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
235+ 2.22% |
$73.6K - $89.9K
|
10.8K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
233+ 2.6% |
$73K - $89.2K
|
9.18K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
233+ 3.46% |
$73K - $89.2K
|
6.97K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
233+ 0.53% |
$73K - $89.2K
|
44.3K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
233+ 2.31% |
$73K - $89.2K
|
10.3K
$4.12M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
232+ 4.43% |
$72.7K - $88.8K
|
5.47K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
231+ 0.41% |
$72.4K - $88.4K
|
56.9K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
231New |
$72.4K - $88.4K
|
231
$92.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
229+ 4.31% |
$71.8K - $87.6K
|
5.55K
$2.22M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$71.8K - $87.6K
|
229
$91.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
228+ 2.73% |
$71.5K - $87.3K
|
8.59K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228+ 1.24% |
$71.5K - $87.3K
|
18.6K
$7.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
224+ 2.9% |
$70.2K - $85.7K
|
7.94K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
224+ 2.79% |
$70.2K - $85.7K
|
8.24K
$3.29M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
224+ 16.13% |
$70.2K - $85.7K
|
1.61K
$645K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
220+ 0.26% |
$68.9K - $84.2K
|
84.5K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
219+ 1.12% |
$68.6K - $83.8K
|
19.7K
$7.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
218+ 5.79% |
$68.3K - $83.4K
|
3.99K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.92% |
$68K - $83K
|
23.9K
$9.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
217New |
$68K - $83K
|
217
$86.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
216+ 31.21% |
$67.7K - $82.7K
|
908
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
216+ 0.2% |
$67.7K - $82.7K
|
108K
$43.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
215+ 1.22% |
$67.4K - $82.3K
|
17.8K
$7.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 3.79% |
$66.8K - $81.5K
|
5.83K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
212+ 0.13% |
$66.4K - $81.1K
|
159K
$63.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
210+ 5.54% |
$65.8K - $80.4K
|
4K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
209+ 0.4% |
$65.5K - $80K
|
52.5K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
209+ 0.31% |
$65.5K - $80K
|
68.3K
$27.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
208+ 16.12% |
$65.2K - $79.6K
|
1.5K
$599K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
207+ 0.7% |
$64.9K - $79.2K
|
29.7K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 1.42% |
$64.9K - $79.2K
|
14.8K
$5.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
206+ 0.47% |
$64.6K - $78.8K
|
43.6K
$17.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
204+ 3.9% |
$63.9K - $78.1K
|
5.43K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
204+ 1.46% |
$63.9K - $78.1K
|
14.2K
$5.66M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
204+ 3.97% |
$63.9K - $78.1K
|
5.34K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.88% |
$63.9K - $78.1K
|
23.4K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
204+ 6.96% |
$63.9K - $78.1K
|
3.14K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
204+ 11.12% |
$63.9K - $78.1K
|
2.04K
$815K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
204+ 0.67% |
$63.9K - $78.1K
|
30.4K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
203+ 0.48% |
$63.6K - $77.7K
|
42.9K
$17.2M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
202+ 0.24% |
$63.3K - $77.3K
|
85.7K
$34.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
202+ 0.47% |
$63.3K - $77.3K
|
43.6K
$17.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
201+ 6.92% |
$63K - $76.9K
|
3.1K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
201+ 0.23% |
$63K - $76.9K
|
85.9K
$34.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
201+ 13.65% |
$63K - $76.9K
|
1.67K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
201+ 0.36% |
$63K - $76.9K
|
56.1K
$22.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200+ 5.4% |
$62.7K - $76.5K
|
3.91K
$1.56M
|