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
|
Montis Financial, LLC
|
BUY
|
- |
40+ 0.53% |
$12.5K - $15.3K
|
7.54K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.21% |
$12.5K - $15.3K
|
18.8K
$7.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
40+ 1.23% |
$12.5K - $15.3K
|
3.29K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
40+ 6.03% |
$12.5K - $15.3K
|
703
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
40+ 0.54% |
$12.5K - $15.3K
|
7.45K
$2.98M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
40+ 0.35% |
$12.5K - $15.3K
|
11.3K
$4.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
39+ 1.28% |
$12.2K - $14.9K
|
3.1K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
39+ 0.48% |
$12.2K - $14.9K
|
8.19K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
38+ 2.65% |
$11.9K - $14.5K
|
1.47K
$589K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
38+ 2.26% |
$11.9K - $14.5K
|
1.72K
$687K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
38+ 5.13% |
$11.9K - $14.5K
|
779
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
37+ 0.07% |
$11.6K - $14.2K
|
55.4K
$22.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 23.68% |
$11.3K - $13.8K
|
188
$75.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
35+ 2.11% |
$11K - $13.4K
|
1.69K
$677K
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
35+ 1.55% |
$11K - $13.4K
|
2.29K
$917K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
35+ 0.44% |
$11K - $13.4K
|
8.02K
$3.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
35+ 0.29% |
$11K - $13.4K
|
12.2K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
34+ 0.11% |
$10.7K - $13K
|
30.8K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
34+ 3.48% |
$10.7K - $13K
|
1.01K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.3% |
$10.7K - $13K
|
11.4K
$4.54M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
34+ 2.31% |
$10.7K - $13K
|
1.51K
$602K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
33+ 0.19% |
$10.3K - $12.6K
|
17.2K
$6.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
33+ 2.19% |
$10.3K - $12.6K
|
1.54K
$617K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
33+ 0.69% |
$10.3K - $12.6K
|
4.79K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.45% |
$10.3K - $12.6K
|
7.31K
$2.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.3% |
$10K - $12.2K
|
10.7K
$4.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
32+ 3.77% |
$10K - $12.2K
|
881
$352K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
32+ 0.22% |
$10K - $12.2K
|
14.3K
$5.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
32+ 1.26% |
$10K - $12.2K
|
2.57K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
32+ 0.49% |
$10K - $12.2K
|
6.57K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
32+ 5.51% |
$10K - $12.2K
|
613
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
32+ 15.61% |
$10K - $12.2K
|
237
$94.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
31+ 0.4% |
$9.72K - $11.9K
|
7.81K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
31+ 1.0% |
$9.72K - $11.9K
|
3.14K
$1.25M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
31+ 0.0% |
$9.72K - $11.9K
|
665M
$266B
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
30+ 0.28% |
$9.4K - $11.5K
|
10.7K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
30+ 1.22% |
$9.4K - $11.5K
|
2.48K
$991K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
29+ 0.04% |
$9.09K - $11.1K
|
73.8K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
29+ 0.47% |
$9.09K - $11.1K
|
6.15K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
28+ 0.14% |
$8.77K - $10.7K
|
19.6K
$7.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
28+ 0.48% |
$8.77K - $10.7K
|
5.86K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
28+ 0.02% |
$8.77K - $10.7K
|
113K
$45M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
28+ 0.1% |
$8.77K - $10.7K
|
28.8K
$11.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.7% |
$8.46K - $10.3K
|
3.87K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
27+ 2.3% |
$8.46K - $10.3K
|
1.2K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
27+ 2.81% |
$8.46K - $10.3K
|
987
$395K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
27+ 3.15% |
$8.46K - $10.3K
|
883
$353K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
27+ 0.36% |
$8.46K - $10.3K
|
7.62K
$3.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
26+ 2.89% |
$8.15K - $9.95K
|
926
$370K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
26+ 1.66% |
$8.15K - $9.95K
|
1.59K
$636K
|