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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-24- 2.28% |
$7.52K - $9.18K
|
1.03K
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24- 0.07% |
$7.52K - $9.18K
|
33.1K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24- 0.35% |
$7.52K - $9.18K
|
6.91K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-24- 2.2% |
$7.52K - $9.18K
|
1.07K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$7.52K - $9.18K
|
8.71K
$3.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-25- 0.22% |
$7.83K - $9.57K
|
11.2K
$4.74M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-25- 0.05% |
$7.83K - $9.57K
|
52.1K
$22.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-25- 0.04% |
$7.83K - $9.57K
|
71.1K
$30.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-25- 0.52% |
$7.83K - $9.57K
|
4.79K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-25- 32.47% |
$7.83K - $9.57K
|
52
$22K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-25- 0.43% |
$7.83K - $9.57K
|
5.84K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-25- 0.27% |
$7.83K - $9.57K
|
9.4K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.24% |
$7.83K - $9.57K
|
10.4K
$4.41M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.05% |
$7.83K - $9.57K
|
48.4K
$20.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 0.4% |
$8.15K - $9.95K
|
6.42K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-26- 1.18% |
$8.15K - $9.95K
|
2.17K
$919K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-26- 1.45% |
$8.15K - $9.95K
|
1.77K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-26- 0.39% |
$8.15K - $9.95K
|
6.66K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-27- 0.87% |
$8.46K - $10.3K
|
3.09K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-27- 2.12% |
$8.46K - $10.3K
|
1.24K
$527K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-27- 0.24% |
$8.46K - $10.3K
|
11K
$4.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-27- 0.26% |
$8.46K - $10.3K
|
10.4K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-27- 0.72% |
$8.46K - $10.3K
|
3.71K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-27- 0.57% |
$8.46K - $10.3K
|
4.68K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-27- 1.13% |
$8.46K - $10.3K
|
2.37K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-28- 4.26% |
$8.77K - $10.7K
|
630
$267K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-28- 0.79% |
$8.77K - $10.7K
|
3.52K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-28- 0.5% |
$8.77K - $10.7K
|
5.54K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-28- 0.18% |
$8.77K - $10.7K
|
15.6K
$6.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-28- 0.21% |
$8.77K - $10.7K
|
13.1K
$5.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-29- 0.45% |
$9.09K - $11.1K
|
6.45K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 1.26% |
$9.09K - $11.1K
|
2.27K
$960K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-29- 0.63% |
$9.09K - $11.1K
|
4.58K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29- 0.56% |
$9.09K - $11.1K
|
5.18K
$2.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-30- 0.18% |
$9.4K - $11.5K
|
17.1K
$7.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 0.17% |
$9.4K - $11.5K
|
17.7K
$7.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-30- 1.55% |
$9.4K - $11.5K
|
1.9K
$805K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-30- 0.06% |
$9.4K - $11.5K
|
53.4K
$22.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30- 0.84% |
$9.4K - $11.5K
|
3.52K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-30- 1.14% |
$9.4K - $11.5K
|
2.61K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.26% |
$9.4K - $11.5K
|
11.7K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.69% |
$9.4K - $11.5K
|
4.32K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-30- 0.15% |
$9.4K - $11.5K
|
19.5K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-30- 1.31% |
$9.4K - $11.5K
|
2.26K
$959K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-31- 0.09% |
$9.72K - $11.9K
|
35.9K
$15.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-31- 0.4% |
$9.72K - $11.9K
|
7.66K
$3.24M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-31- 0.53% |
$9.72K - $11.9K
|
5.82K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-32- 0.17% |
$10K - $12.2K
|
18.8K
$7.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 0.1% |
$10K - $12.2K
|
31.8K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-33- 0.06% |
$10.3K - $12.6K
|
54.6K
$23.1M
|