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 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
$9.59M
|
|
|
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
$5.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-104- 1.4% |
$32.6K - $39.8K
|
7.3K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-104- 1.98% |
$32.6K - $39.8K
|
5.16K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-104- 0.61% |
$32.6K - $39.8K
|
17K
$7.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-105- 0.68% |
$32.9K - $40.2K
|
15.2K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-106- 3.08% |
$33.2K - $40.6K
|
3.33K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-107- 0.19% |
$33.5K - $40.9K
|
57.2K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-107- 0.72% |
$33.5K - $40.9K
|
14.8K
$6.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108- 0.79% |
$33.8K - $41.3K
|
13.5K
$5.73M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-108- 0.81% |
$33.8K - $41.3K
|
13.3K
$5.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-109- 1.93% |
$34.2K - $41.7K
|
5.55K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-109- 1.3% |
$34.2K - $41.7K
|
8.25K
$3.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-110- 2.03% |
$34.5K - $42.1K
|
5.31K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-110- 0.98% |
$34.5K - $42.1K
|
11.1K
$4.69M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-111- 0.11% |
$34.8K - $42.5K
|
101K
$42.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-111- 0.62% |
$34.8K - $42.5K
|
17.8K
$7.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-112- 0.88% |
$35.1K - $42.9K
|
12.6K
$5.35M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-113- 5.5% |
$35.4K - $43.2K
|
1.94K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-113- 1.74% |
$35.4K - $43.2K
|
6.4K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-113- 0.53% |
$35.4K - $43.2K
|
21.4K
$9.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-114- 0.89% |
$35.7K - $43.6K
|
12.6K
$5.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-114- 14.47% |
$35.7K - $43.6K
|
674
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-115- 0.27% |
$36K - $44K
|
42.8K
$18.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-116- 0.44% |
$36.4K - $44.4K
|
26K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-117- 0.07% |
$36.7K - $44.8K
|
172K
$72.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-117- 0.78% |
$36.7K - $44.8K
|
14.9K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-119- 1.38% |
$37.3K - $45.5K
|
8.49K
$3.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-120- 15.73% |
$37.6K - $45.9K
|
643
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-121- 3.66% |
$37.9K - $46.3K
|
3.18K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-121- 0.61% |
$37.9K - $46.3K
|
19.9K
$8.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-122- 9.74% |
$38.2K - $46.7K
|
1.13K
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-122- 0.28% |
$38.2K - $46.7K
|
43.8K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-123- 0.54% |
$38.5K - $47.1K
|
22.8K
$9.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-124- 0.38% |
$38.9K - $47.5K
|
32.6K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-124- 1.42% |
$38.9K - $47.5K
|
8.6K
$3.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-125- 3.08% |
$39.2K - $47.8K
|
3.93K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-126- 0.87% |
$39.5K - $48.2K
|
14.3K
$6.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-126- 3.24% |
$39.5K - $48.2K
|
3.77K
$1.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-127- 2.6% |
$39.8K - $48.6K
|
4.76K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-127- 0.12% |
$39.8K - $48.6K
|
109K
$45.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-128- 3.63% |
$40.1K - $49K
|
3.4K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-129- 12.08% |
$40.4K - $49.4K
|
939
$397K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-130- 1.35% |
$40.7K - $49.8K
|
9.52K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-130- 66.33% |
$40.7K - $49.8K
|
66
$27.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-130- 6.08% |
$40.7K - $49.8K
|
2.01K
$849K
|