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 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
12+ 0.07% |
$3.76K - $4.59K
|
16.7K
$6.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
11+ 0.23% |
$3.45K - $4.21K
|
4.83K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
11+ 0.07% |
$3.45K - $4.21K
|
16.8K
$6.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.25% |
$3.45K - $4.21K
|
4.48K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.29% |
$3.13K - $3.83K
|
3.41K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$3.13K - $3.83K
|
14.2K
$5.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$3.13K - $3.83K
|
10
$4K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.16% |
$2.82K - $3.44K
|
5.61K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
9+ 0.24% |
$2.82K - $3.44K
|
3.72K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$2.82K - $3.44K
|
32.6K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8+ 7.41% |
$2.51K - $3.06K
|
116
$46.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8+ 0.17% |
$2.51K - $3.06K
|
4.74K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
8+ 0.03% |
$2.51K - $3.06K
|
28.2K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 0.02% |
$2.51K - $3.06K
|
46.1K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8+ 0.02% |
$2.51K - $3.06K
|
33.6K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$2.51K - $3.06K
|
4.02K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.14% |
$2.19K - $2.68K
|
5.04K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
7+ 0.69% |
$2.19K - $2.68K
|
1.02K
$407K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
7+ 0.19% |
$2.19K - $2.68K
|
3.66K
$1.46M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
7+ 0.69% |
$2.19K - $2.68K
|
1.02K
$409K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.05% |
$1.88K - $2.3K
|
11.3K
$4.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
6+ 0.5% |
$1.88K - $2.3K
|
1.22K
$487K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.03% |
$1.88K - $2.3K
|
20.9K
$8.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$1.88K - $2.3K
|
8.29K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.1% |
$1.88K - $2.3K
|
6.22K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.12% |
$1.57K - $1.91K
|
4.35K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$1.57K - $1.91K
|
1.81K
$722K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.57K - $1.91K
|
9.23K
$3.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 1.0% |
$1.57K - $1.91K
|
505
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.57K - $1.91K
|
3.93K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.16% |
$1.57K - $1.91K
|
3.19K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.02% |
$1.57K - $1.91K
|
28K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$1.57K - $1.91K
|
4.83K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.23% |
$1.57K - $1.91K
|
2.21K
$884K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.03% |
$1.57K - $1.91K
|
18.8K
$7.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.18% |
$1.57K - $1.91K
|
2.75K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4+ 0.18% |
$1.25K - $1.53K
|
2.18K
$873K
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
4+ 0.26% |
$1.25K - $1.53K
|
1.56K
$622K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
4+ 0.03% |
$1.25K - $1.53K
|
15.6K
$6.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$1.25K - $1.53K
|
7.22K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.25K - $1.53K
|
1.97K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$1.25K - $1.53K
|
20.2K
$8.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4+ 0.06% |
$1.25K - $1.53K
|
6.69K
$2.67M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4+ 0.39% |
$1.25K - $1.53K
|
1.04K
$415K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.25K - $1.53K
|
148
$59.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3+ 0.15% |
$940 - $1.15K
|
1.99K
$797K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.11% |
$940 - $1.15K
|
2.83K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3+ 0.13% |
$940 - $1.15K
|
2.39K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.07% |
$940 - $1.15K
|
4.57K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2+ 0.05% |
$627 - $765
|
4.38K
$1.75M
|