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 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-51- 2.41% |
$16K - $19.5K
|
2.07K
$879K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-52- 2.29% |
$16.3K - $19.9K
|
2.22K
$942K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-52- 0.05% |
$16.3K - $19.9K
|
103K
$43.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-53- 1.52% |
$16.6K - $20.3K
|
3.44K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-53- 0.89% |
$16.6K - $20.3K
|
5.9K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-53- 2.54% |
$16.6K - $20.3K
|
2.03K
$864K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.33% |
$16.9K - $20.7K
|
16.4K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-54- 2.01% |
$16.9K - $20.7K
|
2.63K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-54- 0.28% |
$16.9K - $20.7K
|
19.5K
$8.28M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54- 0.32% |
$16.9K - $20.7K
|
16.6K
$7.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-55- 0.25% |
$17.2K - $21K
|
21.5K
$9.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-55- 1.1% |
$17.2K - $21K
|
4.95K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-55- 2.86% |
$17.2K - $21K
|
1.87K
$795K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 0.2% |
$17.2K - $21K
|
27.8K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-55- 2.6% |
$17.2K - $21K
|
2.06K
$876K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-55- 0.08% |
$17.2K - $21K
|
70K
$29.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-56- 0.42% |
$17.5K - $21.4K
|
13.2K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-56- 2.18% |
$17.5K - $21.4K
|
2.51K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 1.48% |
$17.5K - $21.4K
|
3.74K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-57- 0.4% |
$17.9K - $21.8K
|
14.2K
$6.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-57- 0.3% |
$17.9K - $21.8K
|
19.2K
$8.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-57- 1.09% |
$17.9K - $21.8K
|
5.16K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-57- 5.14% |
$17.9K - $21.8K
|
1.05K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58- 0.09% |
$18.2K - $22.2K
|
67K
$28.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-59- 0.63% |
$18.5K - $22.6K
|
9.34K
$3.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-59- 1.8% |
$18.5K - $22.6K
|
3.23K
$1.37M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-59- 0.07% |
$18.5K - $22.6K
|
80.2K
$34.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-60- 0.55% |
$18.8K - $23K
|
10.9K
$4.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$18.8K - $23K
|
14.1K
$6M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-60- 3.19% |
$18.8K - $23K
|
1.82K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-60- 0.88% |
$18.8K - $23K
|
6.79K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-60- 2.28% |
$18.8K - $23K
|
2.57K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-61- 0.55% |
$19.1K - $23.3K
|
10.9K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-61- 5.07% |
$19.1K - $23.3K
|
1.14K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-61- 1.67% |
$19.1K - $23.3K
|
3.6K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-61- 1.01% |
$19.1K - $23.3K
|
5.98K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-63- 0.21% |
$19.7K - $24.1K
|
29.5K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-63- 0.2% |
$19.7K - $24.1K
|
32.2K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-63- 0.16% |
$19.7K - $24.1K
|
38.5K
$16.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-64- 0.41% |
$20.1K - $24.5K
|
15.5K
$6.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-64- 9.37% |
$20.1K - $24.5K
|
619
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-64- 0.98% |
$20.1K - $24.5K
|
6.46K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-64- 2.49% |
$20.1K - $24.5K
|
2.5K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-65- 0.99% |
$20.4K - $24.9K
|
6.47K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-65- 1.23% |
$20.4K - $24.9K
|
5.22K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-65- 0.39% |
$20.4K - $24.9K
|
16.5K
$7.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-65- 1.85% |
$20.4K - $24.9K
|
3.45K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-65- 0.79% |
$20.4K - $24.9K
|
8.19K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-65- 0.37% |
$20.4K - $24.9K
|
17.7K
$7.55M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-65- 0.09% |
$20.4K - $24.9K
|
73.9K
$31.4M
|