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 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
139+ 0.93% |
$43.6K - $53.2K
|
15.2K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
139+ 0.82% |
$43.6K - $53.2K
|
17.2K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
139+ 2.02% |
$43.6K - $53.2K
|
7.04K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
138+ 3.45% |
$43.2K - $52.8K
|
4.13K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
138+ 5.09% |
$43.2K - $52.8K
|
2.85K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
138+ 1.96% |
$43.2K - $52.8K
|
7.19K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
138+ 3.19% |
$43.2K - $52.8K
|
4.47K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
137+ 0.61% |
$42.9K - $52.4K
|
22.5K
$9.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
137+ 0.93% |
$42.9K - $52.4K
|
14.9K
$5.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
136+ 0.82% |
$42.6K - $52K
|
16.7K
$6.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
136+ 0.52% |
$42.6K - $52K
|
26.1K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
136+ 4.02% |
$42.6K - $52K
|
3.52K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135+ 0.9% |
$42.3K - $51.7K
|
15.2K
$6.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
135+ 0.22% |
$42.3K - $51.7K
|
60.5K
$24.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
134+ 0.68% |
$42K - $51.3K
|
20K
$7.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
133+ 0.84% |
$41.7K - $50.9K
|
15.9K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
132+ 6.78% |
$41.4K - $50.5K
|
2.08K
$831K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
131+ 0.53% |
$41.1K - $50.1K
|
24.7K
$9.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
131+ 2.76% |
$41.1K - $50.1K
|
4.88K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 1.02% |
$40.7K - $49.8K
|
12.8K
$5.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
130+ 0.17% |
$40.7K - $49.8K
|
78.8K
$31.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
129+ 0.36% |
$40.4K - $49.4K
|
36.1K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
129+ 0.73% |
$40.4K - $49.4K
|
17.9K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 2.11% |
$40.4K - $49.4K
|
6.25K
$2.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
128+ 8.53% |
$40.1K - $49K
|
1.63K
$651K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
128New |
$40.1K - $49K
|
128
$51.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
128+ 1.46% |
$40.1K - $49K
|
8.92K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
128+ 8.08% |
$40.1K - $49K
|
1.71K
$684K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
126+ 5.32% |
$39.5K - $48.2K
|
2.5K
$997K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
125+ 1.43% |
$39.2K - $47.8K
|
8.84K
$3.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
124+ 2.29% |
$38.9K - $47.5K
|
5.55K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
124+ 3.0% |
$38.9K - $47.5K
|
4.26K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
123+ 0.69% |
$38.5K - $47.1K
|
17.9K
$7.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
123+ 10.92% |
$38.5K - $47.1K
|
1.25K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
122+ 1.99% |
$38.2K - $46.7K
|
6.25K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
122New |
$38.2K - $46.7K
|
122
$48.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
121+ 0.84% |
$37.9K - $46.3K
|
14.6K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 1.11% |
$37.9K - $46.3K
|
11K
$4.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
121+ 4.01% |
$37.9K - $46.3K
|
3.14K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
121+ 0.78% |
$37.9K - $46.3K
|
15.5K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
121+ 4.17% |
$37.9K - $46.3K
|
3.03K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
119+ 0.13% |
$37.3K - $45.5K
|
91.4K
$36.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
119New |
$37.3K - $45.5K
|
119
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
119+ 0.22% |
$37.3K - $45.5K
|
53.5K
$21.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
118+ 5.11% |
$37K - $45.2K
|
2.43K
$970K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
118+ 0.41% |
$37K - $45.2K
|
28.9K
$11.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
117+ 0.47% |
$36.7K - $44.8K
|
25.1K
$10M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
116+ 5.81% |
$36.4K - $44.4K
|
2.11K
$844K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
116+ 1.78% |
$36.4K - $44.4K
|
6.65K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
116+ 0.46% |
$36.4K - $44.4K
|
25.1K
$10M
|