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 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-33- 0.04% |
$10.3K - $12.6K
|
76.3K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-33- 0.75% |
$10.3K - $12.6K
|
4.38K
$1.85M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 1.08% |
$10.7K - $13K
|
3.11K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-34- 0.83% |
$10.7K - $13K
|
4.05K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-34- 0.22% |
$10.7K - $13K
|
15.4K
$6.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-34- 1.33% |
$10.7K - $13K
|
2.52K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-34- 1.65% |
$10.7K - $13K
|
2.03K
$859K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-34- 0.55% |
$10.7K - $13K
|
6.17K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-34- 3.35% |
$10.7K - $13K
|
982
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-35- 0.92% |
$11K - $13.4K
|
3.75K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-35- 0.38% |
$11K - $13.4K
|
9.07K
$3.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-35- 0.42% |
$11K - $13.4K
|
8.35K
$3.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-35- 14.0% |
$11K - $13.4K
|
215
$91K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.01% |
$11K - $13.4K
|
498K
$211M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-36- 0.43% |
$11.3K - $13.8K
|
8.36K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-36- 0.13% |
$11.3K - $13.8K
|
28.7K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-37- 0.69% |
$11.6K - $14.2K
|
5.35K
$2.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-38- 0.55% |
$11.9K - $14.5K
|
6.84K
$2.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-38- 0.73% |
$11.9K - $14.5K
|
5.16K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-38- 2.41% |
$11.9K - $14.5K
|
1.54K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-39- 0.38% |
$12.2K - $14.9K
|
10.2K
$4.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-40- 0.22% |
$12.5K - $15.3K
|
18.3K
$7.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-40- 1.84% |
$12.5K - $15.3K
|
2.13K
$902K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.79% |
$12.5K - $15.3K
|
5.03K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-40- 0.45% |
$12.5K - $15.3K
|
8.86K
$3.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-41- 0.26% |
$12.8K - $15.7K
|
15.8K
$6.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-42- 0.8% |
$13.2K - $16.1K
|
5.21K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-43- 0.46% |
$13.5K - $16.5K
|
9.27K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-43- 0.78% |
$13.5K - $16.5K
|
5.48K
$2.32M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-43- 1.1% |
$13.5K - $16.5K
|
3.86K
$1.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-45- 3.09% |
$14.1K - $17.2K
|
1.41K
$597K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-45- 0.4% |
$14.1K - $17.2K
|
11.2K
$4.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-45- 0.22% |
$14.1K - $17.2K
|
20.5K
$8.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-46- 6.89% |
$14.4K - $17.6K
|
622
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-46- 0.31% |
$14.4K - $17.6K
|
14.9K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-46- 1.99% |
$14.4K - $17.6K
|
2.26K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-47- 0.94% |
$14.7K - $18K
|
4.93K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-47- 0.4% |
$14.7K - $18K
|
11.8K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-47- 0.55% |
$14.7K - $18K
|
8.55K
$3.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-48- 3.33% |
$15K - $18.4K
|
1.39K
$589K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-48- 0.96% |
$15K - $18.4K
|
4.94K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-48- 0.53% |
$15K - $18.4K
|
9.04K
$3.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-48- 0.07% |
$15K - $18.4K
|
66.8K
$28.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-49- 0.16% |
$15.4K - $18.8K
|
30.2K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-50- 0.28% |
$15.7K - $19.1K
|
17.7K
$7.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-50- 1.03% |
$15.7K - $19.1K
|
4.78K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-50- 0.67% |
$15.7K - $19.1K
|
7.46K
$3.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 0.5% |
$15.7K - $19.1K
|
9.95K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 0.18% |
$15.7K - $19.1K
|
27.3K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 7.14% |
$15.7K - $19.1K
|
650
$275K
|