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 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-85- 0.34% |
$26.6K - $32.5K
|
25.2K
$10.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-85- 0.84% |
$26.6K - $32.5K
|
10K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-85- 0.28% |
$26.6K - $32.5K
|
30K
$12.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.29% |
$26.6K - $32.5K
|
6.52K
$2.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-86- 6.09% |
$27K - $32.9K
|
1.33K
$560K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-87- 5.01% |
$27.3K - $33.3K
|
1.65K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 0.16% |
$27.6K - $33.7K
|
54.1K
$22.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-90- 9.05% |
$28.2K - $34.4K
|
904
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-90- 2.41% |
$28.2K - $34.4K
|
3.65K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-90- 0.6% |
$28.2K - $34.4K
|
15K
$6.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-90- 0.29% |
$28.2K - $34.4K
|
31.4K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-90- 14.35% |
$28.2K - $34.4K
|
537
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-90- 0.12% |
$28.2K - $34.4K
|
75.7K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-90- 6.28% |
$28.2K - $34.4K
|
1.34K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-91- 0.89% |
$28.5K - $34.8K
|
10.2K
$4.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-91- 4.95% |
$28.5K - $34.8K
|
1.75K
$738K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-91- 0.64% |
$28.5K - $34.8K
|
14.1K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-91- 13.5% |
$28.5K - $34.8K
|
583
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.93% |
$28.8K - $35.2K
|
4.68K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-93- 2.53% |
$29.1K - $35.6K
|
3.58K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-93- 3.66% |
$29.1K - $35.6K
|
2.45K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-94- 3.46% |
$29.5K - $36K
|
2.62K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-94- 0.73% |
$29.5K - $36K
|
12.9K
$5.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-96- 1.47% |
$30.1K - $36.7K
|
6.45K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-96- 2.87% |
$30.1K - $36.7K
|
3.25K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-97- 1.58% |
$30.4K - $37.1K
|
6.05K
$2.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-97- 0.11% |
$30.4K - $37.1K
|
84.7K
$35.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-98- 7.7% |
$30.7K - $37.5K
|
1.18K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-98- 1.13% |
$30.7K - $37.5K
|
8.6K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-98- 0.75% |
$30.7K - $37.5K
|
12.9K
$5.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-99- 0.8% |
$31K - $37.9K
|
12.2K
$5.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-99- 1.46% |
$31K - $37.9K
|
6.66K
$2.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-100- 3.91% |
$31.3K - $38.3K
|
2.46K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-100- 1.4% |
$31.3K - $38.3K
|
7.02K
$2.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-100- 1.01% |
$31.3K - $38.3K
|
9.82K
$4.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 1.15% |
$31.3K - $38.3K
|
8.6K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 1.84% |
$31.3K - $38.3K
|
5.32K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 1.56% |
$31.3K - $38.3K
|
6.32K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 3.01% |
$31.3K - $38.3K
|
3.22K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-100- 2.78% |
$31.3K - $38.3K
|
3.5K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.18% |
$31.3K - $38.3K
|
55.2K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.32% |
$31.3K - $38.3K
|
30.8K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-100- 4.42% |
$31.3K - $38.3K
|
2.16K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-100- 3.53% |
$31.3K - $38.3K
|
2.74K
$1.16M
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-100- 6.27% |
$31.3K - $38.3K
|
1.5K
$632K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-101- 0.62% |
$31.7K - $38.7K
|
16.1K
$6.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-102- 0.45% |
$32K - $39K
|
22.7K
$9.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-103- 0.17% |
$32.3K - $39.4K
|
61.7K
$26.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-103- 0.82% |
$32.3K - $39.4K
|
12.5K
$5.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-104- 1.4% |
$32.6K - $39.8K
|
7.3K
$3.08M
|