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 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$313 - $383
|
814
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$313 - $383
|
1.23K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1- 0.1% |
$313 - $383
|
1.04K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1- 0.01% |
$313 - $383
|
19.6K
$8.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2- 0.02% |
$627 - $765
|
9.44K
$3.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 0.1% |
$627 - $765
|
1.98K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2- 0.04% |
$627 - $765
|
5.48K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2- 0.01% |
$627 - $765
|
30.7K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2- 0.04% |
$627 - $765
|
5.45K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$940 - $1.15K
|
2.59K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$940 - $1.15K
|
1.86K
$786K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$1.25K - $1.53K
|
12.2K
$5.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4- 0.08% |
$1.25K - $1.53K
|
4.82K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$1.25K - $1.53K
|
7.05K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4- 0.06% |
$1.25K - $1.53K
|
6.51K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4- 0.01% |
$1.25K - $1.53K
|
29.2K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-4- 0.02% |
$1.25K - $1.53K
|
23K
$9.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-5- 0.14% |
$1.57K - $1.91K
|
3.58K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5- 0.06% |
$1.57K - $1.91K
|
8.84K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-5- 0.21% |
$1.57K - $1.91K
|
2.37K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.2% |
$1.88K - $2.3K
|
2.96K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-6- 0.27% |
$1.88K - $2.3K
|
2.19K
$924K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6- 0.69% |
$1.88K - $2.3K
|
858
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6- 0.03% |
$1.88K - $2.3K
|
21.1K
$8.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-6- 0.26% |
$1.88K - $2.3K
|
2.28K
$962K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-6- 0.13% |
$1.88K - $2.3K
|
4.73K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-6- 0.09% |
$1.88K - $2.3K
|
6.92K
$2.93M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.08% |
$1.88K - $2.3K
|
7.37K
$3.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7- 0.15% |
$2.19K - $2.68K
|
4.59K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7- 0.31% |
$2.19K - $2.68K
|
2.25K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.06% |
$2.19K - $2.68K
|
12.5K
$5.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 0.38% |
$2.19K - $2.68K
|
1.84K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.07% |
$2.19K - $2.68K
|
10.3K
$4.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 0.21% |
$2.51K - $3.06K
|
3.75K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8- 0.45% |
$2.51K - $3.06K
|
1.78K
$751K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9- 0.04% |
$2.82K - $3.44K
|
20.3K
$8.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9- 0.12% |
$2.82K - $3.44K
|
7.25K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$2.82K - $3.44K
|
28.7K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-9- 0.21% |
$2.82K - $3.44K
|
4.34K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.13% |
$2.82K - $3.44K
|
7.15K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-9- 0.07% |
$2.82K - $3.44K
|
12.6K
$5.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-10- 0.04% |
$3.13K - $3.83K
|
27.3K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-10- 0.02% |
$3.13K - $3.83K
|
57.7K
$24.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.13K - $3.83K
|
8.83K
$3.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-10- 0.94% |
$3.13K - $3.83K
|
1.05K
$445K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-10- 0.07% |
$3.13K - $3.83K
|
14.6K
$6.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11- 0.14% |
$3.45K - $4.21K
|
7.92K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-11- 0.05% |
$3.45K - $4.21K
|
22.1K
$9.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-11- 0.5% |
$3.45K - $4.21K
|
2.2K
$932K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-11- 0.13% |
$3.45K - $4.21K
|
8.49K
$3.59M
|