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 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
56+ 0.31% |
$17.5K - $21.4K
|
18.3K
$7.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
56+ 7.73% |
$17.5K - $21.4K
|
780
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
55+ 3.33% |
$17.2K - $21K
|
1.71K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
55+ 1.28% |
$17.2K - $21K
|
4.36K
$1.74M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
55+ 5.39% |
$17.2K - $21K
|
1.08K
$430K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
54+ 1.7% |
$16.9K - $20.7K
|
3.24K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
54+ 3.64% |
$16.9K - $20.7K
|
1.54K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
54+ 1.07% |
$16.9K - $20.7K
|
5.1K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
54+ 1.38% |
$16.9K - $20.7K
|
3.97K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
54+ 0.28% |
$16.9K - $20.7K
|
19.2K
$7.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
53+ 5.3% |
$16.6K - $20.3K
|
1.05K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
53+ 0.16% |
$16.6K - $20.3K
|
33.4K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
53+ 4.49% |
$16.6K - $20.3K
|
1.23K
$493K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
52+ 1.22% |
$16.3K - $19.9K
|
4.3K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
52+ 0.64% |
$16.3K - $19.9K
|
8.22K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
52+ 1.79% |
$16.3K - $19.9K
|
2.96K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
52+ 0.94% |
$16.3K - $19.9K
|
5.61K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
52+ 0.23% |
$16.3K - $19.9K
|
22.4K
$8.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
52+ 0.42% |
$16.3K - $19.9K
|
12.5K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
52+ 1.15% |
$16.3K - $19.9K
|
4.56K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 0.39% |
$16K - $19.5K
|
13.2K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
51+ 1.76% |
$16K - $19.5K
|
2.96K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 1.51% |
$16K - $19.5K
|
3.42K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
51+ 1.17% |
$16K - $19.5K
|
4.42K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
50+ 2.56% |
$15.7K - $19.1K
|
2.01K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 0.28% |
$15.7K - $19.1K
|
17.8K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
50+ 0.35% |
$15.7K - $19.1K
|
14.4K
$5.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
49+ 0.28% |
$15.4K - $18.8K
|
17.8K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
49+ 0.35% |
$15.4K - $18.8K
|
13.9K
$5.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
48+ 6.53% |
$15K - $18.4K
|
783
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
48+ 0.16% |
$15K - $18.4K
|
30.3K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
48+ 0.7% |
$15K - $18.4K
|
6.9K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
47+ 0.06% |
$14.7K - $18K
|
73.5K
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.21% |
$14.7K - $18K
|
22.9K
$9.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
47+ 0.08% |
$14.7K - $18K
|
60.5K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
46+ 0.29% |
$14.4K - $17.6K
|
16.1K
$6.45M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
45+ 0.16% |
$14.1K - $17.2K
|
27.8K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
45+ 0.13% |
$14.1K - $17.2K
|
33.9K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
45+ 0.86% |
$14.1K - $17.2K
|
5.26K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
44+ 0.3% |
$13.8K - $16.8K
|
14.9K
$5.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
43+ 1.53% |
$13.5K - $16.5K
|
2.85K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
43+ 2.24% |
$13.5K - $16.5K
|
1.96K
$785K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
42+ 0.78% |
$13.2K - $16.1K
|
5.45K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 13.91% |
$13.2K - $16.1K
|
344
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
42+ 0.12% |
$13.2K - $16.1K
|
36.2K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 0.16% |
$12.8K - $15.7K
|
25.4K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
41+ 0.04% |
$12.8K - $15.7K
|
111K
$44.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
41+ 0.26% |
$12.8K - $15.7K
|
15.5K
$6.21M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
41+ 3.76% |
$12.8K - $15.7K
|
1.13K
$452K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
40+ 0.5% |
$12.5K - $15.3K
|
7.96K
$3.18M
|