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 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
73+ 2.8% |
$22.9K - $27.9K
|
2.68K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
73+ 0.07% |
$22.9K - $27.9K
|
112K
$44.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
72+ 1.13% |
$22.6K - $27.6K
|
6.44K
$2.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
71+ 0.16% |
$22.3K - $27.2K
|
44.8K
$17.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
71+ 0.04% |
$22.3K - $27.2K
|
161K
$64.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
71+ 2.35% |
$22.3K - $27.2K
|
3.09K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
70+ 0.04% |
$21.9K - $26.8K
|
175K
$69.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
70+ 8.0% |
$21.9K - $26.8K
|
945
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
70+ 1.39% |
$21.9K - $26.8K
|
5.1K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 0.33% |
$21.9K - $26.8K
|
21.5K
$8.58M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
68+ 0.19% |
$21.3K - $26K
|
35.1K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
67+ 0.8% |
$21K - $25.6K
|
8.46K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
67+ 0.62% |
$21K - $25.6K
|
10.8K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
67+ 1.7% |
$21K - $25.6K
|
4K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
67New |
$21K - $25.6K
|
67
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
66+ 0.56% |
$20.7K - $25.3K
|
11.8K
$4.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
66+ 0.26% |
$20.7K - $25.3K
|
25.9K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
66+ 1.07% |
$20.7K - $25.3K
|
6.23K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
65+ 0.94% |
$20.4K - $24.9K
|
7.01K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
65+ 0.44% |
$20.4K - $24.9K
|
14.9K
$5.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
65+ 2.52% |
$20.4K - $24.9K
|
2.65K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
65+ 0.43% |
$20.4K - $24.9K
|
15.1K
$6.05M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
64+ 0.46% |
$20.1K - $24.5K
|
14K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
64+ 0.32% |
$20.1K - $24.5K
|
20.4K
$8.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 0.37% |
$20.1K - $24.5K
|
17.3K
$6.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
64+ 0.42% |
$20.1K - $24.5K
|
15.2K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
64+ 3.95% |
$20.1K - $24.5K
|
1.69K
$674K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
64+ 1.56% |
$20.1K - $24.5K
|
4.17K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 0.76% |
$19.4K - $23.7K
|
8.17K
$3.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
62+ 0.14% |
$19.4K - $23.7K
|
44.8K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
62+ 0.72% |
$19.4K - $23.7K
|
8.62K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
61+ 0.59% |
$19.1K - $23.3K
|
10.4K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.07% |
$19.1K - $23.3K
|
84.5K
$33.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 0.19% |
$19.1K - $23.3K
|
31.7K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
60+ 3.35% |
$18.8K - $23K
|
1.85K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.6% |
$18.8K - $23K
|
10K
$4.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
59+ 0.73% |
$18.5K - $22.6K
|
8.19K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
59+ 0.21% |
$18.5K - $22.6K
|
27.8K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
59+ 2.21% |
$18.5K - $22.6K
|
2.73K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
58+ 0.09% |
$18.2K - $22.2K
|
66.8K
$26.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
58+ 1.63% |
$18.2K - $22.2K
|
3.62K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
58+ 2.9% |
$18.2K - $22.2K
|
2.06K
$823K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
58+ 0.56% |
$18.2K - $22.2K
|
10.4K
$4.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
57+ 5.34% |
$17.9K - $21.8K
|
1.13K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
57+ 1.43% |
$17.9K - $21.8K
|
4.05K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
57+ 0.49% |
$17.9K - $21.8K
|
11.7K
$4.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
56+ 0.18% |
$17.5K - $21.4K
|
31K
$12.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
56+ 0.24% |
$17.5K - $21.4K
|
23.3K
$9.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 5.54% |
$17.5K - $21.4K
|
1.07K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
56+ 1.38% |
$17.5K - $21.4K
|
4.12K
$1.65M
|